博汇股份(300839) - 博汇股份调研活动信息

Group 1: Company Overview - Ningbo Bohui Chemical Technology Co., Ltd. specializes in the research, production, and sales of specialty aromatic products, including environmentally friendly aromatic oils and heavy aromatic products [2][3]. - The company has a production capacity of 400,000 tons/year for environmentally friendly aromatic oils and heavy aromatics, which are widely used in various industries such as daily chemicals, textiles, and industrial lubricants [3][4]. Group 2: Recent Developments - The company’s hydrogen production facility, which supports the environmentally friendly aromatic oil hydrogenation unit, commenced operations in June 2022, enhancing production safety and product quality [3][4]. - A scheduled maintenance shutdown for the environmentally friendly aromatic oil production unit is set from January 26 to March 1, 2023, expected to impact production for one month [3]. Group 3: Equity Incentive Plan - The equity incentive plan proposes to grant 126,900 restricted shares, accounting for 0.72% of the company's total share capital of 17,576,000 shares [4]. - The plan targets 41 individuals, representing 10.10% of the total workforce, including directors and key technical personnel [4]. Group 4: Performance Goals - The performance targets for the equity incentive plan are based on the 2022 net profit, with growth rate goals of 80%, 135%, and 180% for 2023, 2024, and 2025, respectively [4]. - Trigger values for these targets are set at 65%, 105%, and 145% [4]. Group 5: Future Outlook - The company aims to achieve a production capacity of one million tons, a revenue of 10 billion, and a market value of 10 billion by 2025, under the "three hundreds" strategic goal [4]. - The company will focus on enhancing production efficiency and exploring green energy and new materials, aligning with national policies on carbon neutrality [4].