浙江交科(002061) - 2018年4月20日投资者关系活动记录表

Group 1: Company Overview - Zhejiang Transportation Technology Co., Ltd. was established in the late 1970s, initially focusing on fertilizer production and later expanding into organic solvent production, including DMF and DMAC [3] - In 2010, the company invested in a phthalic anhydride and derivatives integration project in Ningbo, and in 2016, it acquired 100% equity of Zhejiang Jiaogong, entering the infrastructure engineering sector [3][4] - The company operates with dual main businesses: chemical and infrastructure engineering, aiming to optimize its organizational structure and enhance capital management [3][6] Group 2: Chemical Business Performance - The company maintains a leading position in the DMF and DMAC industries, with an annual capacity of 80,000 tons for phthalic anhydride, planning to expand by an additional 20,000 tons [4] - The domestic market for polycarbonate (PC) is experiencing high demand, with prices rising; the company has a production capacity of 100,000 tons per year for PC, which is the first large-scale domestic facility [4][5] - The product quality rate for PC exceeds 90%, and the company is focused on optimizing production processes to enhance product standards [4] Group 3: Infrastructure Engineering Business - Zhejiang Jiaogong is the only company in Zhejiang Province with a national highway engineering construction general contracting special grade qualification and a first-class qualification in highway design [5] - The company is actively expanding its market presence both domestically and internationally, having undertaken projects in over 20 provinces and several countries, including Congo, Ethiopia, Zambia, and Bolivia [5][6] - The company is leveraging national strategies such as the "Belt and Road" initiative to enhance its overseas market development, particularly in Africa and Southeast Asia [7] Group 4: Future Development Plans - The company plans to enhance its governance structure post-reorganization and integrate its chemical and infrastructure engineering sectors [6] - It aims to eliminate bottlenecks in the chemical sector and optimize production control while focusing on safety and environmental protection [6] - The strategic goal is to develop four operational areas: highways, underground projects, railways, and overseas markets, while ensuring risk prevention and stable development [7]