Securities code: Moon Environment Technology Co.Ltd(000811) securities abbreviation: Moon Environment Technology Co.Ltd(000811) Moon Environment Technology Co.Ltd(000811) investor relations activity record
No.: [2022] No. 010
√ specific object research □ analyst meeting
Investor relations □ media interview □ performance briefing
Activity category □ press conference □ Roadshow
□ site visit □ others
Names of participants: Fuguo fund Zhang Fusheng, Wu Dongdong, Sun Bin, Wu Jinjing, Xu Zhixiang, Wang Quanyong, and names of personnel: Wang Jiachen, Li Xiaoming, Soochow Securities Co.Ltd(601555) Liu Bo
Time: April 2, 2022
Venue: Tencent Conference
Name of the listed company’s personnel receiving sun xiuxin, Secretary of the board of directors
The main contents discussed during the activity are as follows:
1、 Exchanged information on the company’s business sector
Refrigeration and compression equipment, central air conditioning equipment and energy-saving heating equipment accounted for 62%, 28% and 10%, with a year-on-year increase of 53%, 10% and 9% respectively.
Refrigeration and compression equipment is mainly cold chain equipment and turnkey project, covering precooling device from the origin, low-temperature operation workshop, freezing / storage cold storage and turnover cold storage. The industry benefits from fresh demand and national policies.
The central air-conditioning equipment business is undertaken by the multinational company don hanbush holdings. The industry market capacity is large and the concentration is low. The company is located in the first echelon of European and American departments. It focuses on rail transit air conditioning with the world’s only vertical fully enclosed screw chiller with the highest integration, and nuclear power and data center temperature control system with magnetic levitation centrifuge. Benefiting from China’s new infrastructure and overseas social and economic activities, it has gradually returned to normal.
Beijing Huayuan taimeng energy saving equipment Co., Ltd. is engaged in waste heat energy-saving heating business. It has a new central heating technology that has won the National Technological Invention Award. In recent years, it has developed new technologies such as flue gas waste heat recovery and steam compression recycling.
Investor relations activity 2: exchanged information on carbon capture compressor
The main content introduces that before 2020, the market capacity of carbon capture compressor is small. The company is the main supplier and won the “China carbon dioxide application promotion Award” in 2018. In 2021, due to the dual carbon policy, the carbon capture industry has become a high light industry. With the rapid expansion of market capacity, many new entrants have emerged. The company plans to upgrade the carbon capture compressor 2.0, complete spectrum and improve quality and efficiency to maintain its market position. Up to now, there is no national subsidy policy for carbon sequestration, and oil field displacement is the only mode that can fully realize CCUs.
3、 The hydrogen energy equipment of the company was exchanged
In 2021, the hydrogen energy compressor business made great progress, obtained identification and batch supply, and then further completed the type spectrum to improve efficiency. At the same time, the company regards hydrogen energy as a new green energy, rather than limited to the field of transportation, to explore what the company can do.
4、 The accounting treatment of two joint-stock companies after listing was exchanged
Qingdao Daneng Environmental Protection Equipment Co.Ltd(688501) equity is accounted for in “long-term equity investment”, and Yantai Ishikawa Sealing Technology Co.Ltd(301020) equity is accounted for in “investment in other equity instruments”.
Annex list (if any) none
Date: April 2, 2022
