On the evening of August 27, Sanju Environmental Protection (300072, SZ) released its 2020 semi-annual report. The report showed that Sanju Environmental Protection’s operating income in the first half of 2020 was 2.762 billion yuan.
It is worth noting that despite the dual impact of the COVID-19 epidemic and the shock of the global trade environment in the first half of 2020, with the help of Haidian State Investment Corporation and Haidian Technology, Sanju Environmental Protection achieved success in the first half of the year. There have been many breakthroughs in the field of bioenergy. In addition, Sanju Environmental Protection's reforms in the catalytic purification business have also shown some results, and the results in the field of desulfurization and denitrification have been outstanding. Sanju Environmental Protection's characteristic chemical industry has also begun to take off, and equipment manufacturing Continue to fulfill contracts and win new orders.
Under the epidemic, the bioenergy business is making breakthrough progress
As a high-tech company that provides technology and services for product cleaning, quality improvement and production process cleaning in the basic energy industry , Sanju Environmental Protection has focused on green development in recent years and vigorously promoted bioenergy business.
Biorenewable energy, represented by biodiesel and biohydrogen, has become a frontier industry focused on research and development in countries around the world, especially in developed countries. Last year, Sanju Environmental Protection successfully realized the industrial production of second-generation biodiesel. In this year’s semi-annual report, Sanju Environmental Protection stated that it has developed a new generation of suspended bed hydrogenation upgrade technology, which has increased the compatibility and flexibility of device transformation and broadened the scope of biodiesel production. It expands the scope of biomass raw materials and greatly shortens the time required to add new production capacity.
In early March this year, Sanju Environmental Protection also established a bioenergy working group. Sanju Environmental Protection stated that in the first half of this year, it provided technical transformation and Trade services have activated production factors, ensured device production capacity, and actively negotiated product sales with large domestic and foreign energy companies, implemented raw material supply with suppliers, and initially established a complete industrial chain and supply chain system.
Among them, despite the many adverse effects caused by the epidemic, in order to realize the transformation and commissioning of Hainan Huanyu biodiesel plant, Sanju Environmental Protection stated that by providing effective management, production and maintenance forces, It was successfully launched on April 6 and achieved safe and smooth operation. In the first half of this year, Hebi Huashi and Hainan Huanyu produced 30,800 tons of second-generation biodiesel products.
It is worth noting that despite the extremely severe epidemic situation, Sanju Environmental Protection also reached a new project in the bioenergy business. In June this year, Sanju Environmental Protection announced that the company planned to cooperate with Juxian Jinmao Asset Management Co., Ltd. (a wholly-owned subsidiary of Juxian State-owned Assets Supervision and Administration Bureau, hereinafter referred to as "Juxian Jinmao") to Rizhao Zhonghong Petrochemical Co., Ltd. (a wholly-owned subsidiary of Juxian Jinmao, hereinafter referred to as "Rizhao Zhonghong") as the main platform, relying on the company's MCT suspended bed hydrogenation platform patented technology and experience in producing biofuels, the original 1 million t/a delayed coking plant in Rizhao Zhonghong Based on the joint installation project, we jointly invest in, reconstruct and operate bioenergy projects.
Sanju Environmental Protection’s 2020 semi-annual report shows that in June this year it completed the reorganization of Rizhao Zhonghong Petrochemical Co., Ltd., obtained a controlling stake, and obtained a 400,000 tons/year bioenergy project The project was approved and various evaluations were launched. The design and procurement of the project have been fully launched since early February, and on-site construction and installation work has been carried out, and phased progress has been made.
The reform has achieved results and the core business has developed steadily
In addition to the bioenergy business achieving multiple breakthroughs in the first half of 2020, Sanju Environmental Protection's other core businesses are also developing steadily.
Among them, in terms of catalytic purification business, the semi-annual report shows that Sanju Environmental Protection has carried out reforms and made substantial adjustments to the organizational structure and management model, including the implementation of integrated accounting and management of sales and production. , formulated and implemented new sales policies, strengthened market orientation and other aspects.
Through these measures, Sanju Environmental Protection pointed out that although market sales and dosage production were affected to a certain extent in the first half of the year due to the impact of the epidemic, the number of shipments, sales revenue and net operating profit all increased compared with the same period last year, and sales Costs are significantly reduced. The reform has begun to bear fruit.
What is even more eye-catching is that the semi-annual report shows that the sales volume of Sanju environmentally friendly desulfurizer increased by 36% compared with the same period last year, and operating profits also increased significantly compared with the same period last year. In this regard, Sanju Environmental Protection pointed out in its semi-annual report that this was mainly due to the fact that during the epidemic, the company strictly implemented epidemic prevention and control measures to ensure stable production and ensured the supply of dosage types; it strengthened customer contact through videos, phone calls, etc., and eliminated the epidemic Seize the market opportunity; the R&D, technology, and engineering teams work closely together to be at the forefront of solving customer problems, providing them with a solid service guarantee.
In addition to the increase in operating net profit, multiple projects of Sanju Environmental Protection have also successfully withstood the challenges brought by the epidemic. Among them, in terms of oil and gas facility manufacturing and comprehensive service business, Sanju Environmental Protection's semi-annual report shows that its subsidiary Jutao not only completed the shipment of three-ship modules for the Mobil project ahead of schedule, winning high recognition from the owner, but also successfully won the European Offshore Orders of approximately RMB 2 billion for the construction of wind power equipment and offshore oil storage tanker modules have further solidified the foundation for future operations.
In the field of comprehensive services for the fossil energy industry, Sanju Environmental Protection pointed out that the Inner Mongolia Jushi Fischer-Tropsch Project overcame various difficulties in driving in winter and successfully started operation on January 31 this year, achieving full process integration. , entering the trial production stage.
In addition, another project, Jiangsu Heyou Synthetic Ammonia Technical Transformation Project, also successfully passed the performance assessment, and the comprehensive energy consumption per ton of ammonia was reduced by more than 220 yuan. Sanju Environmental Protection's semi-annual report shows that based on the implementation of the project's results, the China Petroleum and Chemical Industry Federation organized a scientific and technological achievement appraisal meeting in Beijing on the "Safe, Efficient and Low Energy Consumption 'Iron-Ruthenium Relay Catalysis' Ammonia Synthesis Complete Technology Development and Industrial Application" , the appraisal committee believes that: the high-performance ruthenium-based ammonia synthesis catalyst preparation technology and the "iron-ruthenium relay catalysis" ammonia synthesis process using coal as raw material are at the international leading level.
Two major strategies to support future development
Under the impact of the epidemic, the first half of 2020 has passed quickly. Regarding the focus of business work in the second half of the year, Sanju Environmental Protection stated in the semi-annual report, We will continue to implement the two major strategies. The first strategy is to accelerate the construction of biofuel production capacity and make bioenergy the core of the strategy.
With the success of the industrialization of biofuel technology, Sanju Environmental Protection has made the bioenergy industry one of its key development businesses. Among them, in terms of bioenergy in the second half of the year, what is particularly noteworthy is that after acquiring a controlling stake in Shandong Sanju Bioenergy Co., Ltd. (formerly "Rizhao Zhonghong", hereinafter referred to as "Shandong Sanju"), Sanju Environmental Protection It is said that in the second half of the year, the project construction in Sanju, Shandong will be promoted at full speed, the progress of the construction will be coordinated, and it is planned to be fully put into production before the end of the year. And through various methods such as personnel deployment, recruitment and training within the system, Shandong Sanju's operating team, technical team, management team and operating team were quickly established to fully ensure the start-up, production and operation of the project.
In addition, Sanju Environmental Protection stated that in the second half of this year, it will rush to complete the upgrade and transformation of Hebi Huashi's fixed bed and put it into production as soon as possible. Comprehensively carry out the construction of supporting facilities for direct biomass liquefaction and plan to put it into operation before the end of the year.
In addition to the strategy of accelerating the production capacity construction of biofuels, the second strategy that Sanju Environmental Protection will continue to implement is to build and serve key technology demonstration projects of specialty chemicals in China’s future Establish a foothold in the high-end chemical industry. In addition, Sanju Environmental Protection stated that on the basis of the implementation of the above two strategies, it will continue to promote the transformation and cleanup of traditional business sectors to ensure that the company can enter new fields with ease.
Specifically, looking forward to the second half of 2020, Sanju Environmental Protection will also strive to complete the construction of the Haiguolong Oil million-ton suspended bed project as soon as possible. With external resources in place, we will achieve the goal of achieving the goal of mid- to high-end by the end of the year. handover; completed the construction of the Qitaihe Bosheng 18/30 synthetic ammonia project; served the maintenance and technical transformation work of the Jushi Fischer-Tropsch project, and solidly promoted the progress plans of multiple projects such as Sichuan Xinda to stabilize production and sales. Text/Li Shiyi
Daily Economic News