凯美特气(002549) - 凯美特气调研活动信息

Company Overview - Hunan Kaimete Gas Co., Ltd. was listed on the Shenzhen Stock Exchange on February 18, 2011, primarily engaged in the purification of petrochemical tail gas, producing food-grade high-purity carbon dioxide [1] - The company has established 7 subsidiaries, with total revenue around 500 million in the previous year [1] Financial Performance - The company experienced a significant impact from the pandemic in the first quarter of the current year [1] - The electronic specialty gas project, initiated in 2018, had an investment of nearly 200 million [2] Product Expansion and Market Strategy - The company plans to maintain stable growth in traditional gas products such as food-grade and industrial-grade carbon dioxide, while expanding into electronic specialty gases for semiconductor and aerospace industries [2] - The electronic specialty gas includes high-purity gases, electronic gases, and standard gases, with over 100 types used in semiconductor production [2] Industry Position and Challenges - The company holds a monopolistic position in local petrochemical tail gas recovery, ensuring stable income and cash flow [2] - Fluctuations in crude oil prices have a limited impact on electronic specialty gases but affect traditional business due to upstream cost pressures [3] Future Development - The company is focusing on expanding its operations in southern China, where major refining activities are concentrated [4] - Despite pandemic-related challenges, the production and operational adjustments for electronic specialty gases have continued through remote support from overseas experts [4]