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. is located in the Zhejiang Province's petrochemical economic and technological development zone, with over 10 years of experience in the petrochemical industry [2][3]. - The company specializes in the research, production, and sales of specialty aromatic products, including environmentally friendly aromatic oils, heavy aromatic products, light fuel oils, and asphalt [3]. Group 2: Production Capacity - The company has a production capacity of 400,000 tons/year for both environmentally friendly aromatic oils and heavy aromatics [3]. - The utilization rate of the heavy aromatic production facility significantly improved in 2022 due to expanded import raw material supply channels [3]. Group 3: Product Applications - Environmentally friendly aromatic oils are widely used in various fields, including daily chemical products, textiles, chemical fibers, rubber, industrial lubricants, and modified plastics [3]. - Heavy aromatic products are utilized in road construction, waterproofing, rubber products, lithium battery anodes, and industrial oils [3]. Group 4: Future Plans - In 2023, the company aims to further enhance the utilization rates of heavy aromatic and environmentally friendly aromatic oil production facilities, focusing on quality and quantity improvements to expand economic benefits [3]. - The company has plans for a hydrogen production project to support its environmentally friendly aromatic oil hydrogenation facility, which is expected to enhance core competitiveness and profitability [3][4]. Group 5: Convertible Bond Project - The company is working on a convertible bond project that includes a 100,000 tons/year deep processing facility for food-grade/cosmetic-grade white oil and an 80,000 tons/year light white oil refining facility [3]. - The light hydrocarbon comprehensive utilization facility was officially put into operation in June 2022, providing hydrogen for the company's production needs [3].