Group 1: Company Overview - Zhejiang Transportation Science and Technology Co., Ltd. has maintained stable production operations since the technical transformation in 2016, achieving full production and sales [2] - The company employs a non-phosgene process for polycarbonate (PC) production, which is considered the future development direction of the industry [3] Group 2: Product Performance - The product authenticity rate exceeds 90%, receiving positive feedback from customers [3] - The company anticipates a balanced global supply and demand for PC in 2018, despite increased competition due to new production facilities [3] Group 3: Market Outlook - Global PC demand is expected to grow by 320,000 to 360,000 tons per year by 2020, indicating a promising market outlook [3] - The company plans to expand its product range with modified PC products and customized offerings to meet customer needs and alleviate market competition for general materials [3] Group 4: Research and Development - The company is increasing R&D investment to develop diversified PC applications and new processes, enhancing competitiveness in high-end markets [4] - Ongoing feasibility studies for the second phase of the PC project aim to optimize land resource utilization and reduce costs [4] Group 5: Future Plans - The company is focused on producing high-value injection-grade products to expand its product portfolio and increase added value [4] - The production of Bisphenol A, a key raw material for PC, is not currently part of the company's product development plan, which remains centered on the PC project [3]
浙江交科(002061) - 2018年5月8日投资者关系活动记录表