Group 1: Company Overview - Liansheng Chemical is a leading fine chemical enterprise focusing on the R&D, production, sales, and import-export trade of fine chemicals, primarily in pharmaceutical intermediates, pesticide intermediates, and electronic chemicals [1] - The company has a core advantage in deep processing of downstream products, with major products including γ-butyrolactone (GBL), α-acetyl-γ-butyrolactone (ABL), and N-methylpyrrolidone (NMP) [1] Group 2: Production Capacity and Upgrades - In 2021, the production capacity of ABL was upgraded from 6,000 tons/year to 15,000 tons/year, leading to significant increases in production and sales in 2022 [3] - The company is currently constructing a 5,000 tons/year propyl acetate project, with the production timeline dependent on construction progress and regulatory approvals [3] Group 3: Financial Performance and Market Strategy - In 2022, the overseas sales accounted for 58.31% of total sales, with the finance department actively monitoring exchange rate fluctuations to mitigate impacts on net profit [4] - The company employs hedging strategies such as foreign exchange swaps to manage risks associated with exchange rate volatility [4] Group 4: Research and Development - R&D investment has steadily increased over the past three years, with a focus on technological innovation and collaboration with universities and research institutions to enhance technical capabilities [4] - The company aims to expand its product range, particularly in high-end electronic products, to improve competitiveness [4] Group 5: Future Plans and Capital Market Operations - The company has established equity incentive agreements with over ten core employees since 2016 and will disclose any future plans regarding employee stock ownership, equity incentives, or capital market operations [5]
联盛化学(301212) - 2023年5月19日投资者关系活动记录表