NHU(SZ:002001)2024-05-30 01:25Group 1: Project Progress and Planning - The hexanediamine project has received approval, and the pilot test is progressing smoothly [2] - The company plans to invest over 2 billion in the liquid methionine project, with a capacity of 180,000 tons, expected to be completed by the end of this year [2] Group 2: Market Insights and Pricing Strategies - Vitamin product prices have shown a month-on-month improvement, with a positive market outlook for Q2 [2] - The company has already raised the price of VA and will adjust VE pricing based on market conditions [2] Group 3: Industry Outlook and Production Capacity - Global demand for methionine is expected to grow by 3-4% annually, with the company maintaining a production capacity of 300,000 tons [2] - The company is focusing on cost reduction and technical improvements at the Heilongjiang base, which has faced losses due to high initial investments and weak vitamin prices [3] Group 4: Future Development and Capital Expenditure - The company aims to continue investing in new projects and products while upgrading existing ones to enhance product value [3] - The flavor and fragrance segment is expected to see stable growth, with plans for expansion in product variety and volume [3]