惠城环保(300779) - 2024年5月14日投资者关系活动记录表

Group 1: Company Strategy and Market Expansion - The company is adopting a low-price sales strategy to increase market share in the catalyst sales business, despite a decrease in profitability due to intensified industry competition [2] - In 2024, the company plans to enhance communication with international clients to expand orders and shipments, aiming for recognition in the international market [2] - The company is strategically planning to deploy waste plastic recycling operations across various regions in China, including Shandong, Guangdong, Xinjiang, Jiangxi, and Gansu [2] Group 2: Project Updates and Developments - The raw materials for the 20,000-ton mixed waste plastic deep cracking project are fully prepared [2] - The company has obtained preliminary calibration data for the petroleum coke hydrogen ash comprehensive utilization project, with further discussions planned with Guangdong Petrochemical [3] - The first phase of the 20,000-ton waste plastic project is producing products rich in ethylene dry gas, liquefied gas rich in propylene, and mixed aromatic naphtha, with no plans for separation at this stage [3] Group 3: Financial Management and Funding - The company plans to finance future projects through project loans, focusing on efficient use of funds and potential financing plans to reduce the asset-liability ratio [4] - The company is currently managing multiple construction projects with significant fixed asset investments, necessitating careful financial planning to ensure stable development [4]