Investor Relations Activity Record Sheet – February 26, 2025

Investor Relations Activity Categories

● Targeted Audience Research         □ Analyst Conference

□ Media Interview             □ Performance Briefing

□ Press Conference           □ Roadshow Event

□ On-site visit

● Other    Teleconference  

Names of participating organizations and personnel

Open Source Securities: Jin Yiteng, Li Sijia

Haitong Securities: Sun Weirong

Guotai Junan: Chen Chuanshuang, Wang Changzhao

China Life Insurance: Feng Yuqi

ABC China-AXA Investment Management: Zhang Haofei

China Merchants Schroder: Zhang Mingxiao

Time

2025 Year 2 Month 26 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 research and development, 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 over the 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 undertaking turnkey sulfur recovery units.

The company is currently the largest n-propanol producer in China, a leading domestic enterprise in butanol and octanol residue recovery, and a prominent n-pentanol sales company. It primarily focuses on the research and development of various advanced 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 like 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 materials, 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 offerings—whether in response to short-term or long-term market demands, or fluctuations 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. Overview of the Company's Projects in the Coal Chemical Industry Field

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 integrated utilization project, as well as the second set of projects for Ningxia Baofeng Energy Group Co., Ltd. 50 Ten thousand tons / Annual coal-to-olefins project's supporting methanol plant sulfur recovery unit process package and design project, Shaanxi Coal Group Yulin Chemical Co., Ltd.'s sulfur recovery unit patent technology licensing and technical service project, and China Energy Group Ningxia Coal Industry Co., Ltd.'s Shenhua Ningmei 400 Ten thousand tons / Annual Coal Indirect Liquefaction Project—Second Reactor 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 / Including the procurement project for methanol-to-olefins catalysts supporting the annual coal-to-olefins project, among others. Recently, the company has won the bid for the Jun Dong project of Xinjiang Tianchi Energy Co., Ltd. 20 Billion cubic meters / Procurement services for the complete set of low-methane cascade refrigeration compressors for the annual coal-to-natural-gas project, technology licensing and design services for the sulfur recovery unit in Phase I of the Coal-to-Oil Project at the Hami Energy Integration Innovation Base of Xinjiang Hami Energy & Chemical Co., Ltd., a subsidiary of China Energy Group, as well as the sulfur recovery unit for the 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 / Sulfur recovery technology sources and process package technical services for the annual coal-to-olefins project, procurement services for the sulfur-resistant shift catalyst and protective agent (second batch) used in coal-to-hydrogen production at CNOOC Huizhou Petrochemical Co., Ltd., and the coal-to-gas technology upgrade project at Yunnan Shuifu Yuntianhua Co., Ltd. 26 Ten thousand tons / Engineering services and catalyst procurement-related tasks for several new coal-to-chemicals projects, including methanol project sulfur-tolerant shift catalyst procurement services, synthetic ammonia plant phase II shift catalyst procurement services from Jiangsu Huachang Chemical Co., Ltd., and sulfur-tolerant shift catalyst procurement services for the purification workshop at Lunan Chemical under Yankuang Coal Chemical Supply & Marketing Co., Ltd. Meanwhile, the company has assigned dedicated personnel to closely monitor and coordinate with the progress of these coal-to-chemicals projects, leveraging its own technological and engineering strengths to actively support the growth of the coal-to-chemicals industry.

III. Capacity Scale of the Company's Chemical Business

The company is currently the largest n-propanol producer in China, a leading domestic enterprise in butanol and octanol residue recovery, and a prominent n-pentanol sales company—such as the company. 2023 Disclosure of the relevant chapter in the annual report—currently, the company primarily focuses on aldehyde products. 17 Ten thousand tons / Year, alcoholic products 26 Ten thousand tons / Year, Acid Products 3 Ten thousand tons / Year, ester products 10 Ten thousand tons / The company will leverage its flexible production capabilities—based on short-term and long-term market demands, as well as trends in raw material and product prices—to swiftly shift to high-margin products by adjusting inputs at the raw material end, thereby enhancing the flexibility of its production and operations.

Additionally, the company is fully pushing ahead with “ Butyric Acid Cellulose Acetate Product Optimization and Upgrade Technical Improvement Project ” Strive for high-quality construction progress. “ Isooctanoic acid ” Newly added 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 ” Technical feasibility studies and design optimizations are currently underway, with efforts focused on completing construction as planned.

4. What are the application areas, competitive advantages, and current business status of the company's catalyst products?

The company's catalyst business is primarily conducted through its controlling subsidiary, Qingdao Lianxin. The related products mainly To be applied to large- and medium-sized coal-based syngas projects, including coal-to-oil, coal-to-gas, and coal-to-olefins, Coal-to-methanol, coal-to-ethylene glycol, synthetic ammonia, and more. Qingdao Lianxin is a domestically influential provider of sulfur-resistant shift process technology and catalyst products. Technically, Qingdao Lianxin boasts internationally advanced low-water-gas-ratio sulfur-resistant shift technology, backed by robust capabilities for ongoing R&D. Its chief technology leader, Professor Zong Qiuyun, is widely recognized as a leading expert in the industry. In terms of business model, Qingdao Lianxin currently offers not only catalysts for external sales but also provides comprehensive process packages, proprietary equipment, and other specialized technical services in the sulfur-resistant shift field.

Additionally, the company possesses 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 boasts high strength, excellent flex resistance, low heat generation, superior wet grip, and remarkably low rolling resistance. As the automotive industry undergoes a transformative shift toward electrification and intelligent technologies, the market demand for high-performance tires continues to grow. In response, the company will steadily intensify its efforts in market expansion, actively exploring various models—such as technology licensing, providing specialized engineering services, investing through technology equity participation, or pursuing strategic collaborations and investments—to drive the practical application and widespread adoption of this innovative technology. Moreover, rare-earth rubber places stringent requirements on its catalysts and enjoys robust market demand. Recognizing this promising opportunity, the company is also poised to seize it fully. Currently, the company is focused on enhancing efficiency across the industry while simultaneously reducing production costs, actively working to refine the formulations of neodymium-based rare-earth rubber catalysts.

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 Flue Gas Purification Technology for Ultra-Low Emissions: Technologies and Applications ” 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 scale of the installation 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 the 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-resistant shift process along with its corresponding catalysts, 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 26 Day