泰和科技(300801) - 2023年9月12日投资者关系活动记录表

Group 1: Industry Overview - The main competitors in the water treatment agent industry are Taihe Technology, Qingshuiyuan, and Nantong Lianphosphor, along with other small to medium-sized producers [2] - Recent acquisition of Nantong Lianphosphor by Jiangshan Co. may lead to changes in the competitive landscape [2] - Major downstream industries for Taihe Technology's products include power, oil extraction, metallurgy, petrochemicals, daily chemicals, and papermaking [2] Group 2: Company Advantages - Taihe Technology's competitive advantages lie in its technological capabilities, including continuous, automated, and unmanned production systems, which require lower capital investment and labor [3] - The company has a high level of informatization, allowing for timely and accurate responses to customer needs, along with value-added services [3] Group 3: Capacity Utilization and Future Directions - Reasons for low capacity utilization include the continuous production method, long approval processes for chemical projects, and a strategy to maintain excess capacity for future market demand [3] - Future development will focus on the fine chemical sector, with plans to expand into new application areas for water treatment agents [3] - Key priorities include market expansion for water treatment products, accelerating the construction of VC and lithium iron phosphate projects, and enhancing product R&D efforts [3]