Investor Relations Activity Log for February 20–21, 2025

Investor Relations Activity Categories

● Targeted Audience Research         □ Analyst Conference

□ Media Interview             □ Performance Briefing

□ Press Conference           □ Roadshow Event

□ On-site visit

□ Other             

Names of Participating Organizations and Personnel

Shenwan Lingxin Fund: Lu Xinzhi

Yongying Fund: Liu Zhenbang

CITIC Prudential Fund: Yao Sizhou

Minsheng Securities: Fei Chenhong

Time

2025 Year 2 Month 20 Day -21 Day

Location

3D Chemistry Company Headquarters

Name of the Receiving Personnel from the Listed Company

Board Secretary: Zhang Jun

Securities Affairs Representative: Liu Cai

Introduction to the Main Activities of Investor Relations

I. Introduction to the Company's Basic Information

The company is a comprehensive enterprise integrating chemical and petrochemical technology and product R&D, engineering technical services, as well as the production and sales of catalysts and basic chemical raw materials. “ Technology + Engineering + Industrial enterprise ” A technology-driven, specialized chemical group company focused on mutually reinforcing and collaborative development. Its primary business areas include engineering services, chemical operations, and catalyst solutions.

Company Engineering Business The company primarily serves clients in the chemical and petrochemical industries while actively transforming and expanding into the new energy market. With a strong focus on environmental protection, the company has dedicated itself for many years to providing customers with one-stop, full-lifecycle engineering technology services—including engineering consulting, engineering design, EPC (engineering, procurement, and construction), project start-up, and post-commissioning maintenance. It is also the domestic leader in designing and executing EPC projects for sulfur recovery units.

The company is currently the largest n-propanol producer in China, a leading domestic enterprise specializing in butanol and octanol residue recovery, and a prominent n-pentanol sales company. It primarily focuses on the research and development of various new chemical materials, as well as certain other areas. C3、C4、C5、C8 Production and sales of alcohols (including aldehydes and acids), as well as products such as n-propyl acetate, butyl acetate cellulose, and their derivatives. The company's products are widely used across multiple industries and fields, including pharmaceuticals, agrochemicals, dyes, pigments, coatings, chemical reagents, high-purity substances, food additives, catalysts, surfactants, fragrances, and more. Compared to large, integrated enterprises in the industry, our company enjoys greater operational flexibility due to the absence of specific constraints tied to raw material supply. This allows us to closely monitor product profitability margins and swiftly shift production toward higher-margin products—whether in response to short-term or long-term market demands, or based on trends in raw material and product prices—by adjusting our raw material sourcing strategies accordingly.

The company is a domestically influential provider of sulfur-resistant shift process technologies and catalyst products, primarily engaged in the research and development of various new chemical processes and innovative catalysts, as well as QDB Series of sulfur-resistant shift catalysts, QLS 、 QSR Series of sulfur recovery catalysts, QSJ Series of hydrolysis agents, QTD 、 QZH Production and sales of a series of products including detoxifiers, desulfurizers, and rare-earth rubber catalysts. Among these, QDB The series of sulfur-resistant shift catalysts boasts comprehensive performance that is internationally leading. The company's products are primarily used in shift processes, sulfur recovery processes, rare-earth rubber production processes, and more.

II. Project Status of the Coal Chemical Industry Projects Undertaken by the Company

Leveraging its technological strengths, the company has successively undertaken the basic design and technical service project for the sulfur recovery unit in Shenhua Yulin's circular economy coal comprehensive utilization project, as well as Ningxia Baofeng Energy Group Co., Ltd.'s second set. 50 Ten thousand tons / Methanol Engineering Project for the Coal-to-Olefins Project's Supporting Facilities, Including the Sulfur Recovery Unit Process Package and Design; as well as the Patent Technology Licensing and Technical Service Project for the Sulfur Recovery Unit at Shaanxi Coal Group Yulin Chemical Co., Ltd. , China National Energy Group Ningxia Coal Industry Co., Ltd. Shenhua Ningmei 400 Ten thousand tons / Coal Indirect Liquefaction Project Phase II—Catalyst Procurement Project, Shanxi Lu'an Coal-Based Clean Energy Co., Ltd.—High-Sulfur Coal Clean Utilization Oil-Chemical-Electricity Integrated Demonstration Project Catalyst Procurement Project, Ningxia Baofeng Energy Group Co., Ltd. 50 Ten thousand tons / Annual Coal-to-Olefins Project Supporting Methanol Engineering Shift Catalyst Procurement Project And so on. The company recently won the bid for Xinjiang Tianchi Energy Limited Liability Company Jun Dong 20 Billion cubic meters / Annual Coal-to-Natural Gas Project Low-Methane Cascade Refrigeration Compressor Complete Equipment Set Procurement of services, including technical licensing and design services for the sulfur recovery unit under Phase I of the Coal-to-Oil Project at the Hami Energy Integration Innovation Base Project (Hamim Energy Chemical Co., Ltd., Xinjiang Hami Branch of China Energy Group), as well as the sulfur recovery unit for the Baotou Chemical Shenhua Baotou Coal-to-Olefins Upgrade Demonstration Project at Guoneng Baotou Coal Chemical Co., Ltd. EPC General Contracting, Jun Dong Wucainwan, Xinjiang Shanneng Chemical Co., Ltd. 80 Ten thousand tons / Technical service for sulfur recovery technology sources and process packages of the annual coal-to-olefins project , CNOOC Huizhou Petrochemical Co., Ltd.'s procurement service for coal-to-hydrogen sulfur-resistant shift catalyst and protective agent (second phase), and Yunnan Shuifu Yuntianhua Co., Ltd.'s coal-to-gas technology renovation project 26 Ten thousand tons / Methanol Project Sulfur-Tolerant Shift Catalyst Procurement Services, Second-Phase Shift Sulfur-Tolerant Catalyst Procurement Services for the Ammonia Synthesis Plant of Jiangsu Huachang Chemical Co., Ltd., and Sulfur-Tolerant Shift Catalyst Procurement Services for the Purification Workshop of Lunan Chemical at Yankuang Coal Chemical Supply & Marketing Co., Ltd. And some newly built coal chemical projects Engineering services and catalyst procurement-related Work. Meanwhile, the company has assigned dedicated personnel to monitor and coordinate the progress of the coal chemical project, leveraging its own technological and engineering strengths to actively support the development of the coal chemical industry.

III. Could you please introduce the company’s technical advantages in neodymium-based rare earth rubber and discuss its market prospects?

The company boasts a domestically leading “ Annual production 5 Ten-thousand-ton neodymium-based rare earth rubber technology and catalyst formulation production techniques ” The rare-earth rubber produced using this technology features high strength, excellent flex resistance, low heat generation, superior wet grip, and low rolling resistance. This type of rubber can be widely applied in fields such as tires, footwear, tubing, and sports equipment, significantly enhancing the quality and performance of these products.

As the automotive industry undergoes transformation and upgrading toward electrification and intelligent technologies, the market demand for high-performance tires continues to grow. While continuously advancing and refining its rare-earth rubber technology, the company will further intensify its efforts in market expansion, actively exploring various models—such as technology licensing, providing specialized engineering and technical services, investing through technology equity participation, or pursuing collaborations and investments—to drive the practical application and widespread adoption of this innovative technology. Moreover, rare-earth rubber places stringent requirements on catalysts and boasts substantial market demand; thus, the company is also poised to seize this promising opportunity. Currently, the company is focused on enhancing industrial efficiency and reducing costs at the production end, diligently working to refine the formulations of neodymium-based rare-earth rubber catalysts.

4. What are the company's incremental projects in the chemical business? And what are the future development plans?

Currently, the company is fully pushing forward with “ Butyric Acid Cellulose Acetate Product Optimization and Upgrade Technical Improvement Project ” Strive for high-quality construction progress. “ Isooctanoic acid ” New production capacity ( 50000 Ton / year) to be completed and put into operation as soon as possible; the company “ Cellulose Derivative and Its Supporting Equipment Upgrade Project ” We are currently conducting technical feasibility studies and optimizing the design, striving to complete construction according to the planned schedule. In addition, the company will integrate R&D resources from universities, research institutes, enterprises, and other stakeholders. Leveraging our strong position in the aldehyde, alcohol, acid, and ester industry chain, we aim to develop products tailored for food-grade, pharmaceutical-grade, and electronic-grade applications, while actively promoting a shift toward green, high-end solutions that significantly enhance the added value of our offerings.

5. What are the company's main technological advantages?

In the field of engineering, as “ Sulfur Recovery Expert ” , the company's independently developed “ Online Furnace-Free Sulfur Recovery Technology ” Achieve domestically leading and internationally advanced standards; “ Acid Gas Sulfur Recovery and Ultra-Low Emission Technology & Applications for Flue Gas Purification ” After being evaluated and reviewed by the China Petroleum and Chemical Industry Federation, the achievement was deemed to be generally at an internationally leading level. For instance, the company 2024 Disclosure of relevant sections in the annual semi-annual report, as of 2024 Year 6 Month 30 On the day, the company had cumulatively completed the design and general contracting of various sulfur recovery units. 237 Set, total installation capacity 1255 Ten thousand tons / This year, the company has designed and undertaken the largest number of sulfur recovery units in China as a general contractor. Meanwhile, the company boasts strong market competitiveness in energy-saving and environmental protection engineering technologies such as comprehensive utilization of C4 resources, high-pressure hydrogenation, acidic water vapor treatment, flue gas management, and wastewater treatment. Additionally, through project implementation in emerging energy fields like hydrogen energy, molten salt energy storage, and compressed air energy storage, the company has accumulated extensive practical experience. In the chemical industry, the company holds independent intellectual property rights for carbonyl synthesis technology essential for synthesizing n-propanal and n-valeraldehyde, as well as for recovering residual liquids from butanol-octanol production and for aldehyde hydrogenation processes. Furthermore, it masters production technologies for propionic acid (including butyric and pentanoic acids), isooctanoic acid, and cellulose acetobutyrate, placing it at the forefront of the industry. In the catalyst sector, the company has developed an internationally advanced low-water-gas-ratio sulfur-tolerant shift process along with its corresponding catalyst, achieving an annual production capacity of... 5 Million-ton rare-earth rubber technology and catalyst formulation production techniques, along with technical services such as process packages and patented equipment.

The company places great emphasis on enhancing its R&D capabilities and technological strength. Through strategies such as talent development, recruitment, and collaboration, it has assembled a high-caliber technical team with a global perspective. As a result, the company’s technology-focused division is already beginning to yield significant results. Moving forward, the company will fully leverage the engineering division’s pivotal role in bridging the gap between upstream and downstream operations, exploring efficient synergy mechanisms that connect seamlessly with both the technology and industrial sectors. This approach will help establish a closed-loop system integrating R&D, engineering implementation, and industrial operations. By building on these unique strengths, the company is committed to becoming a leader in resource-efficient, technologically differentiated, and premium-quality product offerings. “ Value Enterprise ”。

List of Attachments (if any)

None

Date

2025 Year 2 Month 20 Day -21 Day