Investor Relations Activity Record Sheet – April 7, 2025

Investor Relations Activity Record Form of Shandong Sanwei Chemical Group Co., Ltd.

Release date:

2025-04-08

Security Code: 002469                                   Security Abbreviation: 3D Chemical

 

Shandong Sanwei Chemical Group Co., Ltd.

Investor Relations Activity Log

                                                       Number: 2025008

Investor Relations Activity Categories

Targeted Audience Research         Analyst Conference

Media Interview             Performance Briefing

Press Conference           Roadshow Event

On-site visit

Other ( Please provide a written description of the other activities.

Names of participating organizations and personnel

Online Participating Company 2024 Investors who participated in the annual online earnings conference call's written Q&A session

Time

2025 Year 4 Month 7 Day 3:00 PM - 5:00 PM

Location

Value Online https://www.ir-online.cn/ ) Online Interaction

Name of the Receiving Personnel from the Listed Company

Chairman: Mr. Qu Sixiu

Board Secretary: Mr. Zhang Jun

Chief Financial Officer: Mr. Wang Wenxu

Independent Director: Ms. Liu Chunyu

Introduction to the Main Activities of Investor Relations

Company 2024 The interactive Q&A session from the annual online earnings conference is as follows:

1 In its future development strategy, the company mentioned building a closed-loop system integrating R&D, engineering, and industrial operations. But how can these three sectors be efficiently interconnected? What are the specific implementation steps?

Answer: Hello, thank you for your interest in 3D Chemistry! The company is a comprehensive enterprise integrating chemical and petrochemical technology R&D, engineering technical services, and the production and sale of catalysts and basic chemical raw materials. Technology + Engineering + Industrial enterprise A technology-driven, specialty chemical group company characterized by mutually reinforcing and collaborative development. The company will remain firmly focused on its core business, leveraging technological innovation as its driving force. Building upon its established core technological strengths in areas such as sulfur recovery and sulfur-tolerant shift conversion, we will seize strategic policy opportunities to actively explore new industries. We’ll also strengthen our efforts in advancing cutting-edge technologies related to high-end chemicals and new materials, next-generation coal-to-chemicals processes, and renewable energy solutions. To further enhance our capabilities, we’ll continue attracting top-tier talent and deepen partnerships with universities and research institutions. By combining independent R&D with collaborative research initiatives, we aim to empower our engineering operations through scientific innovation, while simultaneously using these industrial applications to fuel ongoing advancements in technology and R&D. This integrated approach will create a self-sustaining internal loop among research, engineering, and industry, ultimately propelling the company toward high-quality, sustainable growth. Thank you!

2 Executive, could you please share what the primary drivers of your company’s future profit growth will be? Thank you.

Answer: Hello, thank you for your interest in 3D Chemistry! The company will intensify its research and development efforts in areas such as energy conservation, environmental protection, new energy, and advanced materials, while also advancing the company’s digital and intelligent transformation. We are actively exploring overseas markets to achieve our goals. Technology, Engineering, and Industry The company will pursue mutually reinforcing, collaborative development, while actively aligning with project partners to refine, deepen, and strengthen the industrial chain. We’ll also proactively explore and introduce new products with higher added value, delivering even better performance to reward our investors. Thank you!

3 As the largest n-propanol producer in China, how does the company compete with large integrated enterprises in the industry within its chemical business?

Answer: Hello, thank you for your interest in 3D Chemistry! The company boasts a relatively comprehensive Aldehyde-acrylic ester Compared to large, integrated enterprises within the industry, our company enjoys greater flexibility in production and operations due to the absence of specific constraints tied to raw material sources. This allows us to closely monitor the marginal benefits of our products and swiftly shift toward manufacturing high-margin items—whether in response to short-term or long-term market demands, fluctuations in raw material prices, trends in product pricing, or inventory conditions—by adjusting our raw material strategies. Ultimately, we strive to maximize product profitability. Thank you!

4 Currently, what specific projects and advancements are there in engineering services related to the new energy market?

Answer: Hello, thank you for your interest in 3D Chemistry! 2025 Since this year, the company has leveraged its technological strengths and successively won bids 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, technology licensing and design services for the sulfur recovery unit in the Shenhua Yulin Circular Economy Coal Comprehensive Utilization Project of Guoneng Yulin Chemical Co., Ltd., and the sulfur recovery unit for the integrated salt-cave development project of Hubei Jinjiang New Materials Technology Co., Ltd. EP Engineering services and catalyst procurement-related tasks for several new coal-to-chemicals projects, including the procurement of sulfur-tolerant shift catalysts and protective agents (second round) from CNOOC Huizhou Petrochemical Co., Ltd., as well as the procurement service for sulfur-tolerant shift catalysts from Yankuang Coal Chemical Supply & Marketing Co., Ltd.'s Lunan Chemical Purification Workshop. Meanwhile, leveraging its existing technological expertise, the company continues to explore, integrate, and support the development of the new energy industry through technological innovation and strategic business partnerships, while steadily intensifying efforts to expand into the growing market for renewable energy solutions. Thank you!

5 What industries are the primary sources of newly signed orders for the catalyst business, and are there any plans to increase R&D and market investments specifically targeting certain industries in the future?

Answer: Hello, thank you for your interest in 3D Chemistry! Our company is a leading provider of sulfur-tolerant shift technology and catalyst products with significant influence in China. Our products are primarily used in shift processes, sulfur recovery processes, rare-earth rubber production, and more. We can offer customers catalysts, hydrolysis agents, desulfurization agents, and detoxification agents, among other solutions. 30 A series of products available in multiple specifications. The company’s newly signed orders for its catalyst business primarily come from industries such as petrochemicals and advanced coal chemical engineering. The company remains firmly committed to its growth strategy, with a strong focus on R&D in areas like fine chemicals and innovative coal chemical technologies, striving to tap into new market segments. Thank you!

6 "Company's chemical products are widely used across multiple industries. Regarding the expansion into new application areas, what specific plans and research directions do you have?"

Answer: Hello, thank you for your interest in 3D Chemistry! Our company continuously optimizes our product processes and manufacturing procedures, striving to simultaneously enhance both the efficiency and quality of our existing products. At the same time, leveraging our strong position within the industry chain, we’re focusing on food-grade, pharmaceutical-grade, and next-generation energy chemical products as our key directions and goals. We’re committed to driving our offerings toward greener, higher-end solutions while significantly boosting the added value of our products. Thank you!

7 Executive, could you please share how your company’s financial performance has been this quarter? Thank you.

Answer: Hello, thank you for your interest in 3D Chemistry! The company focuses on Platform, Opportunity, Chain Extension, Efficiency Four key development keywords, fully implemented Optimize and refine existing assets, while extending the value chain to unlock incremental growth. Our work strategy is to operate steadily, move forward with confidence, leverage the Group’s strong governance advantages, streamline our organizational structure, increase investment in research and development, optimize the industrial value chain, accelerate the commercialization of innovative成果, expand into emerging markets, and drive high-quality execution of existing orders. By doing so, we aim to enhance both quality and efficiency, ensuring the company achieves steady and sustainable growth. 2024 Year, the company achieved total operating revenue of RMB 255,429.04 Ten thousand yuan, down year-on-year 3.88% , achieving net profit attributable to shareholders of the listed company in RMB 26,264.85 Ten thousand yuan, down year-on-year 6.92%

8 What are the company's target markets and expansion plans for the international market?

Answer: Hello, thank you for your interest in 3D Chemistry! After years of development, the company has accumulated valuable experience in overseas projects. Leveraging our existing technological strengths—such as sulfur recovery—we plan to intensify our efforts in expanding into international markets. We’ll actively target key regions like Southeast Asia and Central Asia, while continuing to strengthen our presence in these areas through both independent overseas initiatives and strategic partnerships. Aldehyde-acrylic ester Efforts to develop overseas markets for products such as categories and catalysts. Thank you!

9 "Hello, Executive—could you please share an overview of the industry’s overall performance this period, as well as the financial results of other major companies within the industry? Thank you."

Answer: Hello, thank you for your interest in 3D Chemistry! 2024 This year, the petrochemical industry overcame unfavorable factors such as insufficient downstream market demand, persistently low product prices, and a significant decline in corporate profitability. As a result, the industry's competitive advantages were further strengthened and enhanced, and the overall economic performance showed signs of bottoming out and stabilizing. Nevertheless, the industry remains resilient and holds substantial growth potential, with its long-term positive fundamentals remaining unchanged. The company will firmly maintain its confidence in development, stay true to its original threefold vision, and adhere to a long-term approach, focusing on Empower, Collaborate, Extend the Chain, Create Value Four key development keywords, fully implemented Optimize cost reduction, improve quality, and enhance efficiency—driving innovation, breaking barriers, and fostering coordinated development. Our work strategy is to leverage the Group's strong governance advantages, increase investment in research and development, optimize the industrial value chain, accelerate the commercialization of innovative成果, expand into emerging markets, and drive the company toward high-quality growth—while striving to deliver even better investment returns to our investors. Thank you!

10 What were the company's primary areas of investment for R&D expenses last year? And when did these investments start yielding returns?

Answer: Hello, thank you for your interest in 3D Chemistry. The company’s R&D expenditures have been primarily focused on its core business areas, including sulfur recovery, catalysts, and the alcohol-aldehyde-ester industrial chain in the petrochemical and coal chemical industries. Additionally, we’ve been exploring technology (and collaborative) R&D initiatives in emerging fields such as new energy, fine chemicals, and advanced materials. During the reporting period, the company filed patent applications. 27 Item (including invention patents) 12 Item: Utility Model Patent 15 Item), authorized patent 21 Item (including invention patents) 7 Item: Utility Model Patent 14 Item), significantly enhancing the company's technological development capabilities, with remarkable results in business R&D.

11 The company's chemical business adopts Produce based on sales, and switch in a timely manner. How does the flexible production and operation model allow for rapid adjustments based on market changes in practical implementation?

Answer: Hello, thank you for your interest in 3D Chemistry! The company boasts a relatively comprehensive Aldehyde-acrylic ester Compared to large, integrated enterprises within the industry, our company enjoys greater flexibility in production and operations due to the absence of specific constraints tied to raw material sources. This allows us to closely monitor the marginal benefits of our products and swiftly shift toward manufacturing high-margin items—whether in response to short-term or long-term market demands, fluctuations in raw material prices, trends in product pricing, or inventory conditions—by adjusting our raw material strategies. Ultimately, we strive to maximize product profitability. Thank you!

12 Executive, could you please share your thoughts on the industry's future prospects? Thank you.

Answer: Hello, thank you for your interest in 3D Chemistry! The chemical and petrochemical industries are vital pillars of the national economy. Currently, the industry There is ample supply of bulk basic products, but limited supply of high-end, specialized products. The structural contradictions remain prominent. In the future, the industry will focus on Transform approaches, adjust structures, enhance quality, and boost efficiency. To align with the development direction, the investment structure is shifting toward optimization and upgrading, while petrochemical enterprises are accelerating their move toward intensification, high-end and high-efficiency operations, and larger-scale production. The 14th Five-Year Plan The plan clearly aims to establish Xinjiang as a major national coal-supply guarantee base, while simultaneously promoting the coordinated development of industries such as coal-to-chemicals, coal power, and new energy. With supportive policies in place, industry investments are ramping up, propelling the coal-to-chemicals sector into an upward growth cycle. Overall, initiatives like oil-to-chemicals conversion and upgrading, equipment modernization and renewal, and accelerated capacity expansion in downstream segments of the industrial chain—along with the gradual launch of Xinjiang's coal-to-chemicals projects and the integrated development of wind, solar, hydrogen, and traditional energy sources—are set to unlock even more growth opportunities for the company. Thank you!

13 The company has established a market capitalization management system—how can we achieve stable growth in market value by enhancing the company’s intrinsic value?

Answer: Hello, thank you for your interest in 3D Chemistry! The company will continue to maintain standardized operations, enhance operational efficiency and profitability, and remain rooted in the chemical and energy industries. By leveraging technology, capital support, and strategic optimization of existing assets combined with targeted upgrades, we will steadily advance technological innovation and expand our industry chain. Our goal is to build the company into a leader in resource-intensive, highly efficient operations, cutting-edge technology differentiation, and premium, high-end products. Value Enterprise Thank you!

List of Attachments (if any)

None

Date

2025 Year 4 Month 7 Day