凯立新材(688269) - 凯立新材投资者关系活动记录表(1)

Group 1: Company Overview - The company's products and services are widely used in fine chemicals, including pharmaceuticals, new chemical materials, pesticides, dyes, and pigments [3] - In 2022, the company's overseas market revenue was CNY 20.78 million, and it has established an overseas business team to continue expanding into international markets [3] Group 2: Competitors - Major international competitors in the precious metal catalyst sector include Johnson Matthey, Evonik, UOP, and BASF [3] Group 3: Project Development - The "High-Performance Alkane Dehydrogenation Platinum Catalyst Development" project is currently in the pilot scale-up and batch production phase, with a hundred-ton production line under construction [4] Group 4: Financial Strategies - The company has not found suitable financial products for hedging precious metals, as these metals are consumed during the production of catalysts, which have short production and order cycles [4] Group 5: Inventory Management - The company controls turnover material quantities and reduces precious metal risk exposure by optimizing cooperation models and accelerating recovery rates [4] Group 6: Future Capacity and Clients - Future new capacity will primarily serve the basic chemical sector, with plans for a research center and three production bases focusing on fine chemicals and basic chemicals [5] - The production bases will include a research center in Caotan, a fine chemical production base in Gaoling, a basic chemical production base in Tongchuan, and a base in Binzhou for new chemical materials and environmental new energy [5] Group 7: Catalyst Replacement Challenges - Catalyst replacement in the basic chemical sector typically requires several validation stages, making the replacement cycle relatively long due to high industrial verification barriers [5]