证券代码：002408 证券简称：齐翔腾达 淄博齐翔腾达化工股份有限公司投资者关系活动记录表 编号：20210507 | --- | --- | --- | --- | --- | |-----------------|--------------------------------------|--------------------------------------------------------|---------------|--------------------| | | | | | | | 投资者关系 | ☑ 特定对象调研 □分析师会议 | | | | | 活动类别 | □媒体采访 □业绩说明会 | | | | | | □新闻发布会 □路演活动 | | | | | | ☑ 现场参观 □电话会议 | | | | | | □其他 | （请文字说明其他活动内容） | | | | 参与单位名称 | 申万宏源 贾梦阳 | | | | | 及人员姓名 | 北京塔基资产管理有限公司 | 张智勇 | | | | | 青岛农商行 陈肃 | | | | | | 中信证券 曹萌 刘煜坤 | | | | | | ...

证券代码：002408 证券简称：齐翔腾达 淄博齐翔腾达化工股份有限公司投资者关系活动记录表 编号：20210616 | --- | --- | --- | --- | |-------------------------|----------------------------------------------|--------------------------------------------------------------------------------------------|-------------------------------------------------| | | | | | | 投资者关系 | ☑ | 特定对象调研 □分析师会议 | | | 活动类别 | | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | ☑ 电话会议 | | | | □其他 | （请文字说明其他活动内容） | | | 参与单位名称 | Dymon Asia 何帅； | Golden Pine 严蓓娜；大家资产 | 张翔；淡 | | 及人员姓名 ...

证券代码：002408 证券简称：齐翔腾达 淄博齐翔腾达化工股份有限公司投资者关系活动记录表 编号：20210430 | --- | --- | --- | --- | |---------------|------------------------|--------------------------------------------------------|-----------------------| | | | | | | 投资者关系 | | □特定对象调研 □分析师会议 | | | 活动类别 | | □媒体采访 □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | □现场参观 | ☑ 电话会议 | | | | □其他 | （请文字说明其他活动内容） | | | 参与单位名称 | 英大保险 徐文昊； | 福建豪山资产管理 冯秋红； | | | 及人员姓名 | 博时基金 吴彩彩； | 海富通基金 踪敬珍； | | | | 金鹰基金 周雅雯； | 华安基金 周阳； | | | | | | | | | 中金公司 赵启超； | CICC 傅锴铭； | | | | 华宝信托 顾宝晨 ...

证券代码：002408 证券简称：齐翔腾达 淄博齐翔腾达化工股份有限公司投资者关系活动记录表 编号：20210526 | --- | --- | --- | --- | |-----------------|------------------------|--------------------------------------------------------|---------------------------| | | | | | | 投资者关系 | ☑ | 特定对象调研 □分析师会议 | | | 活动类别 | | □媒体采访 □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | ☑ | 现场参观 □电话会议 | | | | □其他 | （请文字说明其他活动内容） | | | 参与单位名称 | 东方证券 | 倪吉；西部证券 杨晖；中信证券 | 王佩坚；中泰证券 | | 及人员姓名 | 王华炳；国信证券 | 刘子栋；中金公司 裘孝锋 | 傅锴铭 赵启超； | | | 富国基金 | 黄彦东；中欧基金 王习；华安基金 | 周阳；景林资产 | | | 蒋文超；涌金投资 | 王世博； ...

证券代码：002408 证券简称：齐翔腾达 淄博齐翔腾达化工股份有限公司投资者关系活动记录表 编号：20210917 | --- | --- | --- | --- | |-------------------------|--------------------------------------------------------|-------------------------------------|----------------------| | | | | | | 投资者关系 | ☑ 特定对象调研 □分析师会议 | | | | 活动类别 | □媒体采访 □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | | □现场参观 □电话会议 | | | | | □其他 | （请文字说明其他活动内容） | | | 参与单位名称 | 上海和谐汇一资产 | 王成强、上海睿郡资产 | 刘力、信达资产 陈 | | 及人员名称 | 淑娴、国泰基金 | 苗琦、申万宏源证券 | 戴晨阳、宁波泽添基金 | | | 林晨、聂聪、中海外钜融资产 | 王雷、赵飞 | | | 时间 2021 | 年 9 ...

证券代码：002408 证券简称：齐翔腾达 淄博齐翔腾达化工股份有限公司投资者关系活动记录表 编号：20211109 | --- | --- | --- | --- | --- | |---------------|-----------------------------------------|------------------------------------|--------------|--------------------------------| | | | | | | | 投资者关系 | ☑ | 特定对象调研 □分析师会议 | | | | 活动类别 | | □媒体采访 □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | | | □现场参观 | ☑ 电话会议 | | | | | □其他 | （请文字说明其他活动内容） | | | | 参与单位名称 | 长江证券 海通证券 | 天风证券 安信自营 | | 博时基金 博远基金 | | | 成泉资本 呈瑞资产 | 大成基金 德邦资管 | | 东方自营 东吴基金 | | | 方正证券 复和资产 | 工银理财 光大资管 | | ...

Group 1: Market and Pricing Insights - The price of maleic anhydride (顺酐) remains high, influenced by domestic economic recovery and downstream market expansion, with overall prices significantly higher than last year [1][2] - The company maintains a competitive edge due to limited capacity expansion in the industry, with long construction cycles for competitors [2] - Future fluctuations in maleic anhydride prices are expected, closely tied to downstream demand [2] Group 2: Raw Material Procurement - The company sources approximately 50% of its raw materials from Qilu Petrochemical, with 20%-30% from large state-owned enterprises, minimizing reliance on smaller refineries [2] - Policies targeting small refineries (under 500 tons/year) are unlikely to affect larger companies, which the company collaborates with [2] - The company can supplement raw material needs through imports if necessary [2] Group 3: Production and Technology Strategy - The company is cautious about adopting the maleic anhydride method for producing BDO due to high costs associated with calcium carbide, despite current high BDO prices [3] - The company is exploring PBS technology for biodegradable plastics, as PBAT technology faces market oversupply [3] - The company is confident in its competitive advantages in the acetone market, despite potential competition from new entrants [3][4] Group 4: Future Projects and Financial Planning - The company is in the early stages of planning a six-year development strategy, focusing on products like PDH and epoxy propane [4][5] - Capital expenditures will be determined based on project specifics, with funding sourced from domestic and international loans [4] - The company is considering the redemption of convertible bonds based on investor feedback and market conditions [4] Group 5: Competitive Landscape - The company has a unique production process for hydrogen peroxide, utilizing advanced technology not available to competitors [4] - The company is engaged in technical exchanges with various research institutions to enhance its technological capabilities [5]

证券代码：002408 证券简称：齐翔腾达 淄博齐翔腾达化工股份有限公司投资者关系活动记录表 编号：20221114 | --- | --- | --- | --- | |--------------|-------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------| | | | | | | 投资者关系 | | □特定对象调研 □分析师会议 | ...

证券代码：002408 证券简称：齐翔腾达 公告编号：2022-111 债券代码：128128 债券简称：齐翔转 2 淄博齐翔腾达化工股份有限公司 关于参加山东辖区上市公司 2022 年度投资者网上 集体接待日活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流工作，构建和谐投资者关系，使广大投资 者能够更深入全面地了解公司情况，淄博齐翔腾达化工股份有限公司（以下简称 "公司"）将参加由山东证监局、山东上市公司协会联合举办并由深圳市全景网 络有限公司承办的"山东辖区上市公司 2022 年度投资者网上集体接待日"活 动，现将有关事项公告如下： 本次投资者网上集体接待日活动将通过深圳市全景网络有限公司提供的互 联网平台举行，投资者可以登录"全景·路演天下"网站（http://rs.p5w.net） 参与公司本次投资者网上集体接待日活动，活动时间为 2022 年 11 月 16 日（星 期三）下午 14:00 至 16:00。 届时，公司董事会秘书和财务总监将通过网络在线问答互动的形式，与投资 者进行沟通与交流，欢迎广大投资者积 ...

Financial Performance - The company's revenue for Q3 2022 was ¥6,873,242,466, a decrease of 14.15% compared to the same period last year[6]. - Net profit attributable to shareholders was ¥148,227,235.81, down 78.64% year-on-year, while the net profit after deducting non-recurring gains and losses was ¥133,892,335.35, a decrease of 80.05%[6]. - The basic earnings per share for the quarter was ¥0.05, reflecting an 80.00% decline compared to the previous year[6]. - Total operating revenue for the current period is ¥23,278,380,523.33, a decrease of 9.2% from ¥25,755,541,024.23 in the previous period[23]. - Net profit for the current period is ¥1,039,249,455.58, a decline of 53.6% compared to ¥2,237,608,219.98 in the previous period[26]. - The total comprehensive income for the current period is ¥1,079,900,182.34, compared to ¥2,235,265,553.71 in the previous period, indicating a decrease of 51.7%[29]. Assets and Liabilities - Total assets increased to ¥28,556,481,638.61, representing a growth of 9.54% from the end of the previous year[6]. - The company's non-current assets totaled CNY 19.69 billion, an increase from CNY 17.11 billion, representing a growth of approximately 15.06%[20]. - The company's total liabilities increased to CNY 8.87 billion from CNY 7.96 billion, indicating a rise of about 11.43%[20]. - Total liabilities increased to ¥14,041,379,324.01 from ¥12,650,187,184.28, marking a growth of 10.9%[23]. - The company's total equity attributable to shareholders increased by 8.64% to ¥13,894,574,183.55 compared to the end of the previous year[6]. - Total equity attributable to shareholders of the parent company rose to ¥13,894,574,183.55 from ¥12,789,768,802.68, an increase of 8.7%[23]. Cash Flow - The company reported a net cash flow from operating activities of ¥1,353,262,895.03, which is a decrease of 11.19% year-to-date[6]. - The net cash flow from operating activities for the current period is CNY 1,353,262,895.03, a decrease of 11.15% compared to CNY 1,523,775,992.67 in the previous period[33]. - Total cash inflow from operating activities is CNY 25,193,244,413.87, down from CNY 25,996,353,360.49, reflecting a decline of 3.1%[33]. - Cash outflow from operating activities totaled CNY 23,839,981,518.84, compared to CNY 24,472,577,367.82 in the previous period, indicating a decrease of 2.6%[33]. - The net cash flow from investing activities is CNY -3,018,574,701.78, worsening from CNY -2,156,554,445.54 in the previous period[33]. - The net cash flow from financing activities increased to CNY 1,904,361,265.43, compared to CNY 927,367,373.15 in the previous period, showing an increase of 105.3%[33]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 78,474[12]. - The largest shareholder, Zibo Qixiang Petrochemical Group, holds 1,305,214,885 shares, accounting for 45.91% of the total shares[12]. - The second largest shareholder, Che Chengju, holds 105,027,091 shares, accounting for 3.69%[12]. - The top ten shareholders collectively hold a significant portion of the company's shares, with the largest three shareholders holding over 50%[12]. - The company has not disclosed any known relationships among the top ten shareholders, except for Che Chengju and Zibo Qixiang Petrochemical Group being acting in concert[12]. Investment and Financing Activities - A total of 2,990 million convertible bonds were issued, raising 2,990,000,000.00 RMB, with a net amount of 2,966,543,311.66 RMB after expenses[15]. - As of the end of the reporting period, 2,310,214,400 RMB (23,102,144 bonds) of the convertible bonds have been converted into 292,040,018 shares[15]. - The remaining amount of convertible bonds is 679,785,600 RMB, with 6,797,856 bonds left[15]. - The company has issued a total of 292,040,018 shares from the convertible bonds, with 26,974,600 shares coming from repurchased shares[15]. - The company’s stock is listed on the Shenzhen Stock Exchange under the bond name "Qixiang Convertible 2" with the code 128128[15]. Operational Changes - The company is in the process of a potential change in control, with PAGAC expressing intent to purchase all shares held by the controlling shareholder, despite ongoing judicial restrictions[16]. - The company has suspended the spin-off of its subsidiary, Shandong Qilu Keli Chemical Research Institute Co., Ltd., due to the impact of the controlling shareholder's equity transfer[16]. - The company has completed a comprehensive due diligence process with PAGAC and is cooperating on further documentation related to the share transfer[16]. Research and Development - Research and development expenses increased to ¥525,078,881.79 from ¥412,853,819.74, representing a rise of 27.2%[26].