同兴环保(003027) - 同兴环保投资者关系管理信息

Group 1: Company Overview and Investor Relations - The investor relations activity was conducted on November 19, 2024, in the company meeting room, attended by representatives from Haitong Securities and Northeast Securities [2] - Key personnel from the company included Vice Chairman Zhu Ning, Board Secretary Chu Hongzhou, and CFO Li Guangming [2] Group 2: Current Orders and Production Capacity - As of the end of October, the company has approximately 530 million CNY in hand orders for engineering projects [3] - The company has completed the construction of a pilot production facility with an annual capacity of 200 tons and has purchased 180 acres of land for a project aimed at producing 20,000 tons of sodium-ion battery cathode materials annually [3] Group 3: Sodium-Ion Battery Technology - The company has prioritized the polyanion route for sodium-ion battery cathode materials due to its advantages in cost, safety, cycle stability, and environmental friendliness compared to layered oxides [3] - The first phase of the project plans to produce 6,000 tons of sodium-ion battery cathode materials, with flexibility to adapt to market demand [3] Group 4: Catalyst Business and Market Potential - The company has developed internationally leading low-temperature SCR denitration catalysts and has made significant progress with the fifth-generation CO catalyst, achieving over 2,700 hours of stable operation with a CO removal efficiency above 90% [3] - The estimated demand for CO catalysts in domestic sintering machines (over 90 square meters) is projected to reach approximately 40,000 cubic meters, with a market size of around 20 billion CNY [3] Group 5: Carbon Capture and Future Strategy - The company has successfully implemented carbon capture projects for major clients and has signed strategic cooperation agreements to enhance collaboration in CCUS, new energy, and environmental protection [4] - The company aims to align with national strategies for carbon peak and carbon neutrality, focusing on high-value products and clients, and expanding into carbon capture, storage, and utilization [4]