惠城环保(300779) - 惠城环保:投资者关系活动记录表

Group 1: Financial Performance and Measures - The company faced financial pressure primarily due to ongoing project constructions, which has been alleviated as projects enter trial production stages [2] - The company has implemented measures such as raising funds from the secondary market, applying for bank loans, and utilizing self-owned funds to support project construction [2] - The net profit for the first half of the year declined due to the severe rebound of COVID-19, leading to reduced operating rates among downstream customers and increased costs from new project personnel and raw materials [3] Group 2: Business Development and Strategy - The company established Guangdong Dongyue Environmental Technology Co., Ltd. to handle solid waste treatment and resource utilization, focusing on specific projects like the petroleum coke hydrogen production ash [2] - Future development directions include solid waste disposal services and continuous innovation in technology to support sustainable development [3] - The company is actively expanding into international markets and developing new customers to mitigate the impact of changes in procurement policies from state-owned enterprises [3] Group 3: Project Updates and Capacity Expansion - Current major projects include a 30,000 tons/year FCC catalyst solid waste regeneration project and a 40,000 tons/year FCC catalyst new materials project, both of which are in the commissioning phase [4] - The company’s FCC catalyst production capacity is set to increase from 20,000 tons/year to 40,000 tons/year, with waste catalyst treatment capacity rising from 28,480 tons/year to 58,480 tons/year following new project completions [5] - The company is focusing on enhancing its competitive edge through the promotion of technologies like industrial waste sulfuric acid chemical chain recycling and industrial flue gas desulfurization [4] Group 4: Market Position and Competition - The domestic demand for FCC catalysts is approximately 200,000 tons annually, with the company being the largest private FCC catalyst manufacturer outside of Sinopec and PetroChina [5] - The company has built a stable customer base in waste agent disposal services and is focusing on improving product performance and expanding into new business areas [5] - The company is addressing competitive pressures from emerging players in the refining industry by leveraging its established market reputation and technological advancements [5]