KAIMEITE GASES(SZ:002549)2022-12-07 09:06Group 1: Company Overview and Financial Matters - The company has a provision for bad debts exceeding 30 million, which will not be compensated [1] - The company aims to resolve pricing disputes with Sinopec by the middle of April through negotiations rather than litigation [2] - The overall electricity consumption per ton of carbon dioxide is approximately 200 kWh, with one-third being food-grade high-purity carbon dioxide [2] Group 2: Project Developments - The Xinjiang project is awaiting approval from Shenhua, with site location discussions ongoing [3] - The domestic market for food-grade carbon dioxide has a total demand of over 1 million tons, with the company being a major supplier to Pepsi and Coca-Cola [3] - The company plans to diversify its gas product offerings through the Xinjiang rare gas project [3] Group 3: Market Position and Strategy - The company is monitoring the carbon trading market and will participate once conditions are favorable [4] - The company has adjusted its sales strategy for food-grade gases in response to competition in the Anqing area [5] - Future projects will focus on rare gases and refinery tail gas recovery, with plans for two to three new projects annually [5]