博汇股份(300839) - 博汇股份调研活动信息

Company Overview - Ningbo Bohui Chemical Technology Co., Ltd. is located in the national first-class chemical park in Ningbo, Zhejiang Province, with over ten years of experience in the petrochemical industry, focusing on the technical research and innovation of new chemical materials [2][3]. - The company primarily engages in the research, production, and sales of specialty aromatic products, including environmentally friendly aromatic oil series, heavy aromatic series, light fuel oil, and asphalt [3][4]. Production Capacity - The company has an annual production capacity of 400,000 tons for environmentally friendly aromatic oil and heavy aromatic products [3][4]. - The light hydrocarbon comprehensive utilization device was officially put into production at the end of June 2022, providing hydrogen gas for the environmentally friendly aromatic oil hydrogenation unit, ensuring safe operation and product quality stability [4]. Capacity Utilization and Market Expansion - The utilization rate of the heavy aromatic project has significantly improved due to the expansion of import procurement channels, enhancing the company's bargaining power and reducing procurement costs [4]. - The establishment of a wholly-owned subsidiary in Singapore has further improved raw material procurement channels and supports the company's long-term business expansion and market development [4]. Strategic Goals - 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 strategy of "expanding capacity, increasing volume, and improving quality" [4]. Product Applications - The heavy aromatic products are used in the production of needle coke, with an average monthly sales volume of around 3,000 tons since May, and the company is actively developing market clients in this field [4][5]. - The company is exploring other applications of heavy aromatic products in the lithium battery sector, responding to the increasing performance requirements for needle coke materials [5]. Investor Relations - During the investor relations activities, the company adhered to regulations and ensured no significant undisclosed information was leaked, with all visiting investors signing a research commitment letter as per the requirements of the Shenzhen Stock Exchange [5].