Investor: What is the specific date when your company's PoE particle production capacity will be put into production? The price of oil has increased significantly recently. Will the price of your company's EVA particles and the Poe particles that are about to be put into production increase? How much will the increase be? If the price of oil continues to be higher than 100 US dollars this time, will the price of your company's products increase significantly?
Secretary to the Board: Hello, the company's 100,000 tons/year POE project was completed by CCCC in February 2026 and has entered the trial production preparation stage. Recently, affected by the external environment and industry supply and demand, prices of EVA, POE and other products have been raised as the market goes on. For specific information, please check the relevant information websites. Thanks!
Investor: What proportion of methanol outsourcing is your company’s raw material? How has the recent sharp increase in oil prices affected your company's costs?
Secretary Dong: Hello, the company flexibly arranges the proportion of methanol outsourcing according to the load of downstream devices and market conditions. Due to the recent fluctuations in crude oil prices, the prices of methanol and the company's products have increased to varying degrees. The specific impact needs to be comprehensively considered based on the magnitude and sustainability of price changes. Thanks!
Investors: Did Levima Xinke participate in the angel round financing of its controlling subsidiary Shandong Huayu Tongfang? The reason why it gave up the capital increase in Shandong Huayu Tongfang and chose to increase capital in Academy of Science and Technology was that it was not optimistic about the development of the electronic grade high-purity special gas industry. Will Xinwei Capital, a participant in the angel round financing of Shandong Huayu Tongfang, affect Levima Xinke's controlling position.
Secretary to the Board: Hello, the electronic materials industry in which Huayu Tongfang is located is one of the company's long-term optimistic and key layout directions. Huayu Tongfang's financing has introduced influential industrial capital in the industry, further improved the governance structure, is conducive to the long-term development of Huayu Tongfang and related businesses, and will not affect the company's controlling position in it. Thanks!
Investor: When will Levima Wison’s POE project be completed and when will it be expected to be put into production? Will there be any technical difficulties or the pilot product will not meet the required quality?
Secretary to the Board: Hello, the company's 100,000 tons/year POE project has been completed by CCCC in February 2026, and preparations for trial production are underway. The relevant work is currently progressing smoothly. Thanks!
Investors: What is the purpose of the funds raised by the angel round of the holding subsidiary Shandong Huayu Tongfang during the performance release stage.
Secretary to the Board: Hello, this capital increase is mainly used for the technological upgrading of Huayu Tongfang’s existing equipment and investment in new planned projects, to help accelerate business layout and continue to enhance core competitiveness. Thanks!
Focus of the day
Transaction information summary fund flow
On March 12, the net inflow of main funds was 4.2253 million yuan; the net outflow of hot money was 16.2592 million yuan; the net inflow of retail funds was 12.0339 million yuan.
The above content is compiled by Securities Star based on public information and generated by an AI algorithm (Network Information No. 310104345710301240019) and does not constitute investment advice.
