辉丰股份(002496) - 辉丰股份投资者关系活动记录表

Group 1: Collaboration with Baowu Qingen - The partnership includes the establishment of a hydrogen energy security system, where Huifeng Petrochemical will provide long-term, safe, and reliable hydrogen energy supply services for Baowu Qingen's production bases [2][3] - Joint projects include the utilization of coke oven gas for hydrogen production at Baowu Qingen's Nanjing Meishan base and the development of hydrogen refueling stations [3][4] - The collaboration aims to support Baowu Qingen's green metallurgy transformation, addressing the increasing hydrogen demand in the steel industry [3][5] Group 2: Market Potential and Economic Viability of Hydrogen - The steel industry accounts for 6.7% of global CO2 emissions, with ironmaking processes contributing to 70% of total energy consumption and emissions [3][4] - Hydrogen metallurgy is seen as a primary choice for reducing emissions, with the potential for economic viability as hydrogen production costs decrease [4][5] - The cost of green hydrogen production is expected to become competitive with traditional methods as technology advances [4][5] Group 3: Huifeng Petrochemical Overview - Huifeng Petrochemical, a wholly-owned subsidiary of Huifeng Co., is located in Jiangsu Province, covering an area of 260,000 square meters with a total storage capacity of 308,000 cubic meters [3][4] - The company has various certifications, including ISO9001 and ISO14001, and is a significant base for oil and chemical raw materials in Northern Jiangsu [4][5] Group 4: Future Investment and Financing Plans - Future financing will focus on expanding the hydrogen energy logistics system, with plans to increase liquid ammonia throughput from 300,000 tons to 1 million tons annually [4][5] - The company aims to establish long-term strategic partnerships with upstream green ammonia producers to secure hydrogen supply [4][5] Group 5: Synergy Between Traditional Agriculture and Hydrogen Energy - Nitrogen plays a crucial role in agriculture, and ammonia as a hydrogen carrier presents new opportunities in the energy transition [4][5] - The integration of green ammonia and agricultural applications can reduce carbon emissions in traditional ammonia synthesis [4][5] Group 6: Renewable Energy Integration - In 2023, renewable energy accounted for 50% of China's total installed power capacity, with solar energy at 41% and wind energy at 30% [4][5] - Huifeng Co. plans to promote projects that utilize excess renewable energy for hydrogen production, addressing both energy consumption and hydrogen supply issues [4][5]