ECEC(SZ:002140)2022-12-05 01:01Group 1: Industry Overview - The coal chemical industry remains stable compared to the first quarter, with project information concentrated on coal-to-ethylene glycol products [1] - Ethylene glycol projects are favored due to moderate investment scale, mature production technology, and low approval thresholds, making them attractive to companies with coal resources [1] Group 2: Production and Operational Strategy - The chemical industry is experiencing a recovery, leading to an increase in project information, although high-speed growth expectations are tempered under the new normal [1] - The company is focusing on core chemical operations, particularly coal-to-ethylene glycol, chlorination titanium dioxide, and fine chemicals [1] - The titanium dioxide investment and engineering market is recovering due to rising prices, with multiple chlorination titanium dioxide projects being tracked [1] Group 3: PPP Projects and Market Expansion - The company has successfully bid on several PPP projects, including river management and soil improvement, with a total value exceeding 4 billion CNY [2] - The Anhui river management project is a national demonstration project, attracting significant competition from large enterprises [2] - The company is expanding its overseas market presence, particularly in Southeast Asia and North Africa for coal-to-ethylene glycol projects, despite the challenges of long cycles and increasing competition [2] Group 4: Performance Expectations - Company performance will be influenced by project execution, contract signing, and related provisions, with expectations for the third quarter outlined in the semi-annual report [2]