Core Insights - The company reported a consolidated operating revenue of 831.35 million yuan and a net profit attributable to shareholders of 141.15 million yuan for the fiscal year 2024 [1] - The company expressed confidence in its operational performance for 2025, citing a recovery and growth trend in its new energy business segment [1] Group 1: Financial Performance - For the fiscal year 2024, the company achieved an operating profit of 143.34 million yuan [1] - The net profit for the same period was 141.15 million yuan [1] Group 2: Future Growth Drivers - The company plans to enhance its capacity for modified materials to 710,000 tons to meet downstream customer demand [2] - The company aims to accelerate its entry into emerging markets such as robotics and low-altitude flight [2] - The company is strategically adjusting its new energy business to focus on sodium batteries and solid-state batteries as a second growth curve [2]

Group 1: Company Overview and Production Capacity - Shanghai Pulite Composite Materials Co., Ltd. has 11 major new material production bases globally, with 5 under construction, expected to reach an annual capacity of 710,000 tons [1][4][18]. - The Tianjin new materials factory, with a capacity of 150,000 tons, is expected to be operational by the end of 2025 [1][8]. - The company’s current annual production capacity for lithium-ion batteries is 15.32 GWh, with cylindrical capacity at 2.83 GWh and square capacity at 12.49 GWh [2][18]. Group 2: Market Demand and Opportunities - The demand for modified plastics in the new energy vehicle sector is rapidly increasing, with significant supply shortages anticipated due to rising penetration rates [1][4]. - The company aims to capture opportunities in the domestic substitution of modified materials and special materials, targeting an increase in market share [3][18]. - The modified materials are primarily used in automotive parts, electronics, aerospace, and emerging markets like robotics and low-altitude flight [4][18]. Group 3: Product Development and Innovations - The company is actively developing sodium-ion batteries, with several products certified by UL, TUV, and IEC, and is in the pilot testing phase [6][18]. - The sodium-ion battery has a current energy density of 115 Wh/kg, with a cycle life of 8,000 to 10,000 cycles, making it suitable for various applications [7][18]. - The company is also focusing on solid-state battery technology and aims to achieve mass production in the future [7][18]. Group 4: Financial Performance and Future Outlook - In 2024, the company reported a total revenue of 831.35 million yuan, a decrease of 4.54% year-on-year, with a net profit of 141.15 million yuan, down 69.86% [16][18]. - The company has committed to distributing at least 30% of its average net profit as cash dividends over the past three years, with recent distributions amounting to 67.59% of the average net profit [12][18]. - The company is optimistic about its performance in 2025, expecting growth in both new materials and new energy sectors [16][18].

Group 1 - The core viewpoint of the articles indicates a significant growth in various financial metrics for the year 2024 compared to 2023, with notable increases in percentages and absolute values [1][2]. - The financial data shows a projected increase in revenue from 19.08 billion in 2023 to 19.47 billion in 2024, reflecting a slight decrease of 0.67% [1]. - The net income is expected to rise from 1.04 billion in 2023 to 1.09 billion in 2024, marking a substantial increase of 39.74% [1]. Group 2 - The total assets of the company are projected to reach 21176.19 million in 2024, representing a growth of 27.29% compared to the previous year [2]. - The operating income is expected to increase from 4400.70 million in 2023 to 1237.84 million in 2024, showing a remarkable growth of 213.58% [2]. - The company's financial performance metrics indicate a strong upward trend, with various segments showing positive growth rates, particularly in operating income and net income [2].

Financial Performance - The company's operating revenue for Q1 2025 was CNY 1,934,080,448.42, a decrease of 0.68% compared to CNY 1,947,417,871.06 in the same period last year[2] - Net profit attributable to shareholders increased by 38.95% to CNY 109,013,299.43 from CNY 78,452,590.45 year-on-year[2] - Basic and diluted earnings per share rose by 42.86% to CNY 0.10 from CNY 0.07 in the same period last year[3] - Total operating profit increased to ¥132,054,422.10, up from ¥99,754,089.06, representing a growth of approximately 32.3% year-over-year[21] - Net profit reached ¥108,566,674.08, compared to ¥74,519,231.57 in the previous period, marking an increase of about 45.7%[21] - Total comprehensive income amounted to ¥107,636,497.53, compared to ¥75,280,308.03, showing an increase of approximately 42.9%[22] Cash Flow - The net cash flow from operating activities surged by 308.68% to CNY 260,304,222.46, compared to CNY 63,694,375.86 in the previous year[2] - Cash flow from operating activities generated ¥260,304,222.46, significantly higher than the previous period's ¥63,694,375.86, reflecting a year-over-year increase of over 308%[24] - The company reported a net cash outflow from investing activities of ¥94,031,884.16, an improvement from a net outflow of ¥236,977,268.85 in the previous period[24] Assets and Liabilities - Total assets at the end of the reporting period were CNY 11,515,785,536.43, a decrease of 1.65% from CNY 11,708,942,758.93 at the end of the previous year[3] - Current cash and cash equivalents amount to CNY 778,192,698.17, down from CNY 953,474,801.16 at the beginning of the period, indicating a decrease of about 18.4%[14] - Accounts receivable decreased to CNY 2,512,097,327.07 from CNY 2,923,677,137.51, representing a reduction of approximately 14.1%[14] - Inventory increased to CNY 1,856,190,217.72 from CNY 1,751,406,898.50, showing an increase of about 6.0%[15] - Total current liabilities decreased to CNY 5,720,846,083.70 from CNY 6,006,685,024.35, a decline of approximately 4.8%[16] - Total liabilities decreased to CNY 6,767,236,388.56 from CNY 7,076,624,282.65, reflecting a decline of approximately 4.4%[17] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 36,167, with the largest shareholder holding 40.14% of the shares[9] - The company's equity attributable to shareholders increased by 2.71% to CNY 4,426,868,886.46 from CNY 4,310,191,589.52 at the end of the previous year[3] - The company's equity attributable to shareholders increased to CNY 4,426,868,886.46 from CNY 4,310,191,589.52, an increase of about 2.7%[17] Investment and Expenses - The company reported a significant increase in cash flow from investment activities, up 60.32% to CNY 14,294,540.00, due to reduced cash payments for fixed assets and other long-term assets[10] - The company experienced a 304.46% increase in taxes and surcharges, primarily due to an increase in value-added tax surcharges[7] - The company’s investment income decreased by 94.42% to CNY 301,860.00, attributed to reduced earnings from joint ventures and fluctuations in raw material prices[7] - Research and development expenses rose to ¥107,614,170.59, up from ¥96,314,132.59, indicating an increase of approximately 11.9%[20] - Total operating costs were ¥1,866,955,065.53, slightly up from ¥1,863,760,535.22, indicating a marginal increase of about 0.1%[20] - The company experienced a significant increase in sales revenue from services, totaling ¥1,824,546,514.85, compared to ¥1,646,770,086.72 in the prior period, reflecting a growth of approximately 10.8%[23]

Q&A 请介绍一下普利特公司 2024 年的年报情况以及未来的战略布局。 普利特 2025042120250416 摘要 • 海思达受行业整体影响及历史存货减值等因素影响，出现营业性亏损，但 三元电池表现较好。预计 2025 年新产能释放及钠电、半固态电池布局将 带来业绩反弹，主营业务保持 10%以上增长，利润显著提升。 • 海思达与中科海钠合作研发钠电产品，重点布局储能领域，通过客户牵引 与头部企业合作，钠电商业化场景即将爆发。目前在储能类、启停电源及 特种车辆等领域订单已超过吉瓦时级别，位居国内前列。 • 钠电池在起停市场、通信备电领域和特种车辆领域具有显著优势，尤其是 在高倍率、耐高低温和安全性方面优于铅酸电池和部分锂电池，已与沃尔 德、风帆、骆驼、巨江、沃达丰、大通等公司建立合作。 • 海思达在钠电研发方面取得突破，从晨阳体系转向巨鹰体系，更适合产业 化。已推出层状氧化物体系产品，并积极研发磷酸盐复合磷酸盐、硫酸盐、 普鲁士蓝等不同体系，以确保产品具备独特性能和成本优势。 • 海思达加快钠电池产业化进程，推出大圆柱及方形电池产品，重点推广 160 安时 2VPP 体系，该体系具有安全性、长寿命及宽温域 ...

4月18日晚，普利特（002324）发布2024年年报。报告显示，2024年公司实现营业收入83.14亿元，实现 归属于上市公司股东的净利润1.41亿元。 2024年，普利特在新材料和新能源领域持续发力，公司通过不断的技术创新和市场拓展，成功实现了业 务的多元化发展，进一步巩固了其在行业内的领先地位。 普利特作为国产改性材料的领军企业，凭借其产品性能和品牌效应，在通讯、电子、汽车等行业积累了 丰富的客户资源。报告期内，公司改性材料业务内公司新增产能5万吨，在建产能23万吨，目前公司已 拥有全球11大新材料生产制造基地，其中天津15万吨的新材料工厂预计2025年底实现投产。 随着新增产能的逐步释放，公司在汽车材料业务领域的市场份额有望继续扩大，为公司带来稳定增长。 在机器人、低空飞行等新兴市场，公司多年布局的特种工程材料和碳纤维复合材料正积极推进与客户的 前端设计与开发验证工作，有望在未来成为公司新的业绩增长点。 普利特的LCP产品涵盖了树脂、复合材料、薄膜和纤维等多个领域，主要应用于连接器等精密零部件市 场。报告期内，公司正与核心客户推进LCP薄膜在多个领域的验证和批量应用，预计LCP业务将成为公 司未来的业 ...

据证券之星公开数据整理，近期普利特(002324)发布2024年年报。截至本报告期末，公司营业总收入83.14 亿元，同比下降4.54%，归母净利润1.41亿元，同比下降69.86%。按单季度数据看，第四季度营业总收入 25.76亿元，同比上升16.44%，第四季度归母净利润-6800.62万元，同比下降202.72%。本报告期普利特公 司应收账款体量较大，当期应收账款占最新年报归母净利润比达2071.39%。 该数据低于大多数分析师的预期，此前分析师普遍预期2024年净利润为盈利3.3亿元左右。 证券之星价投圈财报分析工具显示：业务评价：公司去年的ROIC为2.12%，资本回报率不强。去年的净利 率为1.06%，算上全部成本后，公司产品或服务的附加值不高。融资分红：公司上市16年以来，累计融资 总额18.87亿元，累计分红总额6.26亿元，分红融资比为0.33。商业模式：公司业绩主要依靠研发、营销及 资本开支驱动，还需重点关注公司资本开支项目是否划算以及资本支出是否刚性面临资金压力。需要仔细 研究这类驱动力背后的实际情况。 财报体检工具显示：建议关注公司现金流状况(货币资金/流动负债仅为19.72%、近3年 ...

公募基金方面本期较上一季度持股减少的公募基金共计4个，包括广发小盘成长混合(LOF)A、广发多元 新兴股票、南方中证1000ETF、华夏磐润两年定开混合A，持股减少占比达1.39%。本期较上一季度新 披露的公募基金共计38个，主要包括华夏中证1000ETF、广发中证1000ETF、富国中证1000ETF、鹏华 碳中和主题混合A、招商高端装备混合A等。本期较上一季未再披露的公募基金共计1个，即广发科技先 锋混合。 外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比小幅下跌。 2025年4月19日，普利特(002324.SZ)发布2024年年度报告。截至2025年4月18日，共有43个机构投资者 披露持有普利特A股股份，合计持股量达5900.22万股，占普利特总股本的5.30%。其中，前十大机构投 资者包括上海浦东发展银行股份有限公司-广发小盘成长混合型证券投资基金(LOF)、香港中央结算有限 公司、中国建设银行股份有限公司-广发多元新兴股票型证券投资基金、招商银行股份有限公司-南方中 证1000交易型开放式指数证券投资基金、华夏中证1000ETF、广发中证1000ET ...

国泰海通证券股份有限公司 关于上海普利特复合材料股份有限公司部分募集资金投资 项目增加实施主体和实施地点的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人"）作为上 海普利特复合材料股份有限公司（以下简称"普利特"、"公司"或"发行人"） 向特定对象发行股票/首次公开发行股票并在主板上市的保荐人，根据《证券发 行上市保荐业务管理办法》《上市公司监管指引第2号——上市公司募集资金管理 和使用的监管要求》《深圳证券交易所上市公司自律监管指引第1号-主板上市公 司规范运作》《深圳证券交易所股票上市规则》等有关法律法规和规范性文件的 要求，对普利特部分募集资金投资项目增加实施主体和实施地点事项进行了核查， 具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2023]1073 号文《关于同意上海普利特 复合材料股份有限公司向特定对象发行股票注册的批复》核准，公司于 2023 年 7 月向特定对象发行普通股（A 股），股票 96,084,327 股，募集资金总额 1,079,026,992.21 元，扣除不含税发行费用后的募集资金净额为 1,068,775,247.51 元。本次募 ...

上海市通力律师事务所 关于上海普利特复合材料股份有限公司 回购注销部分限制性股票相关事项的法律意见书 致: 上海普利特复合材料股份有限公司 敬启者: 上海市通力律师事务所(以下简称"本所")受上海普利特复合材料股份有限公司(以下 简称"普利特"或"公司")委托, 指派夏慧君律师、郑江文律师(以下简称"本所律师") 根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》(以下 简称"《证券法》")、《上市公司股权激励管理办法》(以下简称"《管理办法》")、《深圳证 券交易所上市公司自律监管指南第 1 号——业务办理》等法律、行政法规和其他规范性文 件(以下简称"法律、法规和规范性文件")的有关规定, 以及《上海普利特复合材料股份有 限公司 2022 年限制性股票激励计划》(以下简称"《限制性股票激励计划》")的有关规定, 就 普利特回购注销部分限制性股票事宜(以下简称"本次回购注销")出具本法律意见书。 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》和《律师事 务所证券法律业务执业规则(试行)》等规定及本法律意见书出具日以前已经发生或者存在的 事实, 严格履行了法定 ...