宏川智慧(002930) - 2023年6月29日投资者关系活动记录表

Safety Management - The company places high importance on safety production management, establishing a comprehensive internal and external safety inspection system [1] - The company has set up a Board Safety, Health, and Innovation Committee and operates through regional centers (South China and East China) to manage safety, health, and environmental aspects [1] - Advanced safety monitoring and firefighting systems are installed in all storage areas, with real-time monitoring and measurement equipment used during operations [2] - Regular and irregular safety and fire drills are conducted to enhance emergency response capabilities [2] Storage Tank Leasing - The company generates revenue by leasing storage tanks, offering two leasing models: dedicated tanks and shared tanks based on customer sensitivity to product quality [2] - Leasing options include long-term (1 year or more) and short-term (less than 1 year) rentals [2] Business Expansion Strategy - Mergers and acquisitions are the primary strategy for expanding the company's core business of terminal and storage tank operations due to strict industry regulations and lengthy approval processes [2] - For the secondary business of chemical warehouse storage, expansion is achieved through new construction, expansion, and acquisitions [2] Value-Added Services - The company offers value-added services including smart customer service, tank cleaning and wastewater treatment, cargo deposit and withdrawal services, and hazardous chemical vehicle highway port services [3] - Future plans include expanding related services to build a sustainable integrated petrochemical logistics service system [3] Reasons for Project Divestment in Petrochemical Storage - Increasingly strict government regulations and safety/environmental pressures lead to inefficient operators exiting the market [3] - High investment costs and long payback periods in the industry create financial pressures, prompting some companies to sell projects [3]