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We Think Miracll ChemicalsLtd (SZSE:300848) Is Taking Some Risk With Its Debt
Miracll chemicals (300848.SZ): The company's TPU materials can be used to produce rubbers hoses.
Grandall Hui November 19th | Miracll Chemicals (300848.SZ) stated on the investor interaction platform on November 19th that the company's TPU materials can be used in the production of rubber hoses. The downstream application fields of the rubber hose industry include autos, construction machinery, shale oil extraction, fire hoses, etc.
Miracll Chemicals (300848.SZ): Aliphatic TPU can be used in the production of automotive film, with customers mainly being automotive film manufacturers.
Gelonghui November 12th丨Miracll Chemicals (300848.SZ) stated on the investor interaction platform that the company's aliphatic TPU can be used for the production of car paint protective film, with customers mainly being car paint protective film manufacturers. Please refer to relevant public data for the ex-factory price of invisible car paint protective film.
miracll chemicals (300848.SZ): Foamed TPU products have strong profit capabilities, with rapid sales growth in recent years.
Gelonghui November 8th | miracll chemicals (300848.SZ) accepted investor research on November 7, 2024, regarding the "sales and production capacity of foamed TPU." The company stated that the foamed TPU independently developed by the company is an emerging application of TPU in the footwear field, with the characteristics of light weight, high resilience, easy downstream processing, usually used in sports shoe soles, and promising market prospects. Foamed TPU products have strong profitability and rapid sales growth in recent years. The core material of foamed TPU is HDI, a product with synergistic advantages in the industry chain with the henan project. The henan company's
Miracll Chemicals (300848.SZ): has already contacted some target suppliers of hexamethylene diamine and has purchased the hexamethylene diamine raw materials required for recent production.
Gelonghui, November 8th | Miracll Chemicals (300848.SZ) conducted an investor survey on November 7, 2024, regarding "How is the supply of HDI raw material hexanediamine produced?" The company stated that with the breakthrough in the domestic production of key raw material hexanedinitrile for the synthesis of hexanediamine, the supply situation of hexanediamine has greatly improved, and prices have also been significantly reduced. The company has contacted some target suppliers of hexanediamine and has purchased the hexanediamine raw materials required for recent production. For the same type of raw materials, the company generally establishes primary and secondary suppliers, which is beneficial for the safety and stability of the company's supply chain.
miracll chemicals (300848.SZ): henan subsidiary polyurethane industrial park phase I project HDI monomer device put into operation
Gelonghui, November 4th | Miracll Chemicals (300848.SZ) announced that the first-phase project of the polyurethane industrial park invested and constructed by its subsidiary Miracll Technology (Henan) Co., Ltd. started construction in the fourth quarter of 2022. After the completion of the project, it will achieve an annual production capacity of 0.12 million tons of special isocyanates, including 0.1 million tons of HDI (hexamethylene diisocyanate monomer and its derivatives), 0.015 million tons of CHDI (1,4-cyclohexane dimethanol diisocyanate), and 5,000 tons of PPDI (p-phenylene diisocyanate). In addition, PNA (p-nitroaniline) and PPDA (p-phenylenediamine).