Zhejiang Comm.Tech.(SZ:002061)2022-12-08 02:24Group 1: Company Overview - Jiangshan Chemical has a competitive advantage in organic amine products due to its technology, brand, and management capabilities [3] - The company has a market first-mover advantage [3] Group 2: Production Capacity - The current production capacity for DMF (used in PU slurry production) is 160,000 tons/year [2] - The current production capacity for DMAC (used in spandex production) is 40,000 tons/year [2] - The production capacity for sodium methoxide is 10,000 tons/year [2] Group 3: Relocation Progress - Since reaching an agreement with the Jiangshan government in 2011, the company has been actively promoting relocation, but progress remains uncertain due to various coordination challenges [3] - The relocation involves site selection, demolition, construction, project selection, and compensation [3] Group 4: Capital Operations - The company is currently focused on its core business and the operation of existing production facilities, rather than pursuing mergers and acquisitions in the short term [3]