SCMF(SZ:000731)2022-12-08 08:04Group 1: Production and Sales Performance - The company has sufficient gas supply and good production and operational conditions [2] - In the first half of the year, the company sold 339,800 tons of self-produced urea, with sales performing well [2] - The price of urea has increased compared to the first half of the year [2] - The company sold 74,200 tons of self-produced compound fertilizer in the first half of the year [2] Group 2: Strategic Development and Market Positioning - The company aims to enhance its logistics capabilities, reduce distribution costs, and improve agricultural service levels [2] - Future plans include accelerating network construction, brand cultivation, and expanding the product line [2] - The company is focused on developing differentiated products with competitive advantages, such as controlled-release urea and specialized compound fertilizers [3] Group 3: Industry Trends and Challenges - The domestic fertilizer industry is experiencing trends such as increased enterprise scale, rational industrial layout, and improved recycling economy [3] - The company is addressing challenges from rising gas prices and urea oversupply by consolidating advantages and adjusting market strategies [3] - The company sold 16,300 tons of automotive urea in the first half of the year, with a growing domestic market demand [3] Group 4: Project Updates and Future Outlook - The company’s Mianyang Industrial Park project is in trial operation and performing well [4] - The LNG clean energy project is progressing smoothly, with the Langzhong LNG project continuing to advance [4] - The company is committed to becoming a high-quality supplier of automotive urea and is actively engaging in strategic partnerships [4]