On the evening of February 23, the company issued an announcement: the company's holding subsidiary, Meirui Technology, received the "Chemical Weapons Reply of the State Office of Prohibition of Chemical Weapons on Meirui Technology (Henan) Co., Ltd. Construction of Controlled Chemical Production Facilities (No. Baoshan Economic and Technological Development Zone No. 1 Coal Chemical Avenue to build a production facility of 160,000 tons/year phosgene (all self-produced, self-used, not sold) of the third category of monitored chemicals, and requires the local competent authority to organize completion acceptance and special production license approval Work.
The phosgene production license was approved, and the polyurethane integration project was accelerated. The company's 160,000 tons/year phosgene production facility was approved, and the uncertainty of project construction was landed. Phase I planning of the project 100,000 tons of HDI, 15,000 tons of CHDI, and 5,000 tons of PPDI are currently under construction and are expected to be put into operation in the first half of 2024. The long-term plan for the second phase of the project is 200,000 tons of HDI.
HDI currently has a net profit of more than 25,000 per ton, which has the characteristics of high technical barriers and high profit returns.
Based on the company's phosgenation foundation, the successful completion of the localization of adiponitrile, the main raw material of hexamethylenediamine, and the cooperation with Hebi Coal Chemical Industry, the company is expected to lock in the dual advantages of product quality and cost. And CHDI, PPDI The price and profit are higher, among which CHDI has excellent oil resistance, anti-yellowing performance, and strong weather resistance; PPDI products have superior resilience and wear resistance, and the downstream applications of the two products have great potential; in terms of production, the company's CHDI and PPDI product lines adopt from The chain production of nitroaniline-p-phenylenediamine-CHDA-final product is currently the only continuous production line under construction in the world.
The company is expected to become the first domestic manufacturer with CHDI and PPDI production capacity in the future. With the launch of the polyurethane integration project, the company's performance and valuation will achieve a double-click.
In the traditional field, TPU has replaced PVC, EVA and other materials, and the high-end market has developed rapidly in markets such as invisible car coverings and inflatable soles. The company mainly promotes high-end and differentiated routes in the TPU business, and high-end TPU Products contribute significantly to the company's profitability, and the differentiation lies in customizing products according to customer needs, which has obvious advantages in innovative research and development and market response. The company is at the domestic leading level in the high-end TPU market such as expandable TPU and invisible car cover. Currently, it has a production capacity of 85,000 tons of TPU. The first phase of the 100,000 TPU project has been gradually capped. HDI is also expected to be used in the production of high-end TPU in the future, and the integrated cost reduction effect will be more significant in the future, consolidating the scale of TPU business and the upgrading of product structure.
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