长华化学(301518) - 2023年12月13日投资者关系活动记录表

Group 1: Company Overview - Changhua Chemical Technology Co., Ltd. is listed under the stock code 301518 [1] Group 2: Investor Relations Activity - The investor relations activity was conducted on December 13, 2023, at the company's conference room [2] - Participants included representatives from Huatai Securities and Zhonggeng Fund [2] - The meeting was led by the board secretary and included the deputy general manager and financial director [2] Group 3: Production Capacity and Utilization - The company has a total production capacity of 440,000 tons/year, with specific capacities of 320,000 tons/year for soft foam PPG and 120,000 tons/year for specialty polyether [2] - The polymer polyol project, with a capacity of 180,000 tons/year, is currently in the trial production phase [2] - The construction period for the expansion project is short due to reliance on existing infrastructure and no new land acquisition [2] Group 4: Product Differentiation - Product differentiation is primarily driven by downstream applications, which have varying technical parameter requirements [2] - The company focuses on developing high-performance polyether products for soft foam applications and expanding its product range for CASE and specialty polyether [4] - There is an emphasis on developing a green industrial chain around carbon dioxide polyether [4]