盛航股份(001205) - 2022年12月22日投资者关系活动记录表

Group 1: Industry Overview - The current domestic ammonia production capacity is approximately 65 million tons, with a global capacity of about 230 million tons, and the operating rate is around 70% [1] - Ammonia is primarily used in fertilizers, chemicals, chemical fibers, and environmental protection [1] - Green ammonia is gaining global attention as countries seek next-generation energy technologies, with Japan and South Korea already managing ammonia as a clean energy source [1] Group 2: Cost Comparison - The production cost of synthetic ammonia from coal is approximately 3,500 RMB per ton when coal prices are at 1,500 RMB per ton, but it has high carbon emissions [2] - Green ammonia, produced using renewable energy, has a cost of about 4,500 RMB per ton, but its production cost is expected to decrease with advancements in technology and infrastructure [2] Group 3: Transportation and Market Demand - Approximately 13 million tons of liquid ammonia are transported domestically using over 3,000 liquid ammonia transport vehicles, with the company operating 135 vehicles and an annual transport volume of about 700,000 tons [2] - The future demand for liquid ammonia waterway transportation is expected to grow, especially for green ammonia produced in northern regions to supply coastal chemical bases [2][3] Group 4: Risk Warning - The company advises investors to refer to official announcements for accurate information and to be aware of investment risks related to external environmental judgments and future plans [3]