财联社12月3日电，多氟多公告，公司于12月2日召开第七届董事会第二十三次会议，审议通过向控股子 公司湖北氟硅宜成新材料有限公司（简称"氟硅宜成"）增资的议案。 氟硅宜成新增注册资本4亿元，由多氟多认购2.04亿元，湖北宜化化工股份有限公司认购1.96亿元。 增资完成后，氟硅宜成注册资本由1亿元增至5亿元，多氟多持股比例仍为51%。 本次增资旨在补充流动资金、加快推进项目建设进度、提高综合竞争力。 ...

证券代码：002407 证券简称：多氟多 公告编号：2024-081 多氟多新材料股份有限公司 第七届董事会第二十三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 多氟多新材料股份有限公司(以下简称"公司")第七届董事会第二十三次会 议通知于 2024 年 11 月 22 日通过微信、电子邮件等方式向各董事发出，会议于 2024 年 12 月 2 日上午 9：00 在公司科技大厦五楼会议室以现场与通讯相结合的 方式召开。会议应到董事 9 人，实到董事 9 人。公司部分监事及高级管理人员列 席了本次会议。会议由李世江先生主持。本次会议符合《公司法》和《公司章程》 的有关规定。 二、会议以投票表决的方式，审议通过了以下议案： （一）《关于回购公司股份方案的议案》 基于对公司未来发展的信心和对公司价值的认可，为增强投资者对公司的信 心，维护广大投资者的利益，结合公司经营情况、业务发展前景、财务状况及未 来的盈利能力，公司拟使用自有资金和回购专项贷款回购部分已发行的人民币普 通股（A 股）股票，并在未来适宜时机将回购股份用于员工 ...

证券代码：002407 证券简称：多氟多 公告编号：2024-087 多氟多新材料股份有限公司 关于召开 2024 年第三次临时股东大会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 多氟多新材料股份有限公司（以下简称"公司"）第七届董事会第二十三次会 议审议通过了《关于召开 2024 年第三次临时股东大会的议案》，定于 2024 年 12 月19日下午14:30在公司科技大厦五楼会议室召开2024年第三次临时股东大会， 现将本次股东大会有关事项通知如下： 一、召开会议的基本情况 1、股东大会届次：2024 年第三次临时股东大会 2、股东大会的召集人：公司董事会 3、会议召开的合法、合规性：第七届董事会第二十三次会议审议通过《关于 召开 2024 年第三次临时股东大会的议案》，本次股东大会的召开符合有关法律、 行政法规、部门规章、规范性文件和《公司章程》等的规定。 4、会议召开日期和时间： （1）现场会议召开时间：2024 年 12 月 19 日（星期四）14:30 （2）公司董事、监事及高级管理人员。 （3）公司聘请的见证律师及相关人员。 （2）网 ...

财联社12月3日电，多氟多公告，公司于2024年12月2日召开第七届董事会第二十三次会议审议通过了 《关于回购公司股份方案的议案》。 公司拟使用自有资金和回购专项贷款回购部分社会公众股份，回购资金总额不低于人民币1.51亿元 （含）且不超过人民币3亿元（含），回购价格不超过人民币19.00元/股（含）。 回购股份用于实施公司股权激励或员工持股计划，如未能在股份回购实施完成之后36个月内使用完毕已 回购股份，则公司回购的股份将在依法履行程序后予以注销。 ...

证券代码：002407 证券简称：多氟多 公告编号:2024-080 多氟多新材料股份有限公司 1、本次股份质押情况 2、股东股份累计质押情况 截至公告披露日，上述股东及其一致行动人所持股份质押情况如下： 股东 名称 持股数量 （万股） 持股 比例 (%) 本次质押 前质押股 份数量 (万股) 本次质押 后质押股 份数量 (万股) 占其 所持 股份 比例 (%) 占公 司总 股本 比例 (%) 已质押股份情况 未质押股份情况 已质押股 份限售和 冻结数量 (万股) 占已质 押股份 比例 (%) 未质押股 份限售和 冻结数量 (万股) 占未质 押股份 比例 (%) 李世江 12,247.54 10.29 2,716.75 2,937.75 23.99 2.47 2,937.75 100 6,247.91 67.11 | 焦作多氟多 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 实业集团有 | 2,846.89 | 2.39 | 1,401.00 | 1,401.00 | 49 ...

Investment Rating - The report maintains an "Accumulate" investment rating for the company, indicating a potential increase of 5% to 15% relative to the CSI 300 index over the next six months [1][21]. Core Views - The company's performance is under pressure in the short term, with a significant decline in revenue and net profit for the first three quarters of 2024, but there is an expectation for improvement in the fourth quarter [1][5]. - The lithium battery industry is experiencing increased competition and fluctuations in raw material prices, impacting the company's product pricing and profitability [1][5]. - Long-term prospects remain positive due to the growing demand for electric vehicles and related materials, despite short-term challenges [2][5]. Summary by Sections Financial Performance - For the first three quarters of 2024, the company reported revenue of 6.876 billion yuan, a year-on-year decrease of 21.73%, and a net profit of 24.96 million yuan, down 94.60% [1][5]. - The gross profit margin for the first three quarters was 8.40%, a decline of 9.69 percentage points year-on-year, with the third quarter showing a margin of 6.98% [5][19]. - The company’s earnings per share (EPS) for 2024 is projected at 0.05 yuan, with a price-to-earnings (PE) ratio of 245.03 [5][19]. Market Dynamics - The demand for lithium hexafluorophosphate (LiPF6) is expected to grow, with the company achieving a shipment of approximately 11,000 to 12,000 tons in the third quarter, maintaining a utilization rate of 70-80% [3][5]. - The electric vehicle market in China continues to expand, with sales of new energy vehicles increasing by 32.60% year-on-year in the first nine months of 2024 [2][5]. Product Development - The company is actively expanding its market presence in the new energy battery sector, with its fluorine core batteries gaining traction among major manufacturers due to their safety and cost-effectiveness [4][5]. - The company plans to enhance its production capacity for LiFSI and other electrolyte materials, although new capacity expansion plans are being moderated due to market conditions [3][5].

更多资料加入知识呈球:水木调研纪要 关注公众号:水木纪录 多氟多 20241031 摘要 Q&A 公司前三季度营收 68 亿元，同比下降约 20%，归属于上市公司股东的净 利润为 2,400 多万元,同比下降超过 90%。 象和海外投行报告加V：sh Sh 六氟磷酸锂板块上半年毛利率在 15%左右,但三季度降至 12%左右,电池 板块在三季度出现亏损。 下半年新投产 1 万吨产能,四季度预计出货量仍按 1.2 万吨套稻祥划,全 年出货指引在 4 万到 4.5 万吨之间。 s 狗 三季度存在减值和库存跌价影响,海外市场呼比仍保持在 25%左右，但价 格已趋近国内水平,大致都在每吨6 芳元以内。 国内价格处于历史低位,加工费虽有所上涨但持续性不确定,公司将努力 保持市占率稳定。两个 公司电池业务在第三季度开工率超过80%,出货量达到1.2至1.3吉瓦, 辩划在第四季度继续保持这一高水平,并积极拓展新的客户。 • • • • • 明年最确定的产能扩张项目是韩国工厂,预计在第四季度投产,年产量为 1 万吨,国内暂无明确新增产能安排。 请介绍一下公司前三季度的经营情况,包括营收和净利润的变化情况。 公司前三季度实现营收 ...

和我们总编进行互动的交流整个我们前三季度我们是实现了营收68个亿同比还是降低了20%左右实现了归属上市公司股东的新利润是2400多万同比降了90%多如果要是单从这个季度经营来说的话大家也看到我们批的三级报数据也确实不够理想 但是从个别产品特别是我们的主产品硫酯链酸链它的产量还是销量同比还是反比就比较稳定还是比较稳定一会具体数据我们总结给大家通报 整个行业现在的价格浮动还是比较大的,行业的初心一直在持续,我是觉得64030这个行业现在见底信号已经比较明显了从长远来看的话,整个国内还是国外的新能源汽车市场市占率还是不断的在提高,64030的需求还是比较旺盛的 目前我们公司的产能在行业基于整个潜力特别是具有这个规模上技术上的绝对的优势我们与行业投资的国内外的电子业的客户都进行了深度的合作绑定就能够实现共营我们觉得等到这个市场暖风回来的时候整个我们公司的话可以迅速的响应市场可以满足更多客户的需求 啊,公司业绩情况大概三级的业绩介绍这么多啊下面还是进入这个询问交流环节大家有什么问题可以向我们左边进行提问我们交流一下公司的深入的情报好,灰主持,播报一下灰旗提问方式吧大家好,如需提问,电话待在餐会前 互动区域内文字提问或点 ...

Investment Rating - The report maintains a "Buy" rating for the company [1]. Core Views - The company's performance in Q3 2024 was impacted by a significant decline in lithium hexafluorophosphate prices, leading to a year-on-year revenue drop of 21.73% and a net profit decrease of 94.60% [2]. - The average price of lithium hexafluorophosphate in the first three quarters of 2024 was 63,400 CNY per ton, down 56.1% year-on-year [2]. - The company is focusing on expanding its overseas market presence, with over 20% of its lithium hexafluorophosphate shipments going abroad, and expects this to rise to 25%-30% in the future [2]. - The company is increasing its investment in fluorine battery and sodium battery technologies, which are expected to see significant growth [2]. Summary by Sections Financial Performance - In the first three quarters of 2024, the company achieved revenue of 6.876 billion CNY, a year-on-year decrease of 21.73%, and a net profit of 25 million CNY, down 94.60% [2]. - Q3 2024 revenue was 2.267 billion CNY, a decline of 35.60% year-on-year and 8.59% quarter-on-quarter, with a net profit of -45 million CNY [2]. - The gross margin for the first three quarters of 2024 was 8.4%, a decrease of 9.7 percentage points year-on-year [2]. Product Development - The company is enhancing its fluorine battery and sodium battery production capabilities, with fluorine batteries already capturing over 30% of the electric tricycle battery market [2]. - The company has developed a new cylindrical sodium battery that significantly reduces production costs and improves safety [2]. - A project for the research and demonstration of key materials for high-performance sodium-ion batteries has been approved as a major technology project in Henan Province for 2024 [2]. Profit Forecast and Valuation - Due to the sharp decline in lithium hexafluorophosphate prices, the company's profit forecasts for 2024-2026 have been significantly reduced, with expected net profits of 78 million CNY (down 89.1%), 156 million CNY (down 86.3%), and 250 million CNY (down 82.8%) respectively [2]. - The company is positioned as a leader in the domestic lithium hexafluorophosphate industry, with substantial capacity planning in battery materials and semiconductor materials, which will support long-term growth [2].

Financial Performance - In the first three quarters of 2024, the company achieved a revenue of 6.876 billion CNY, representing a year-on-year decline of 21.73% [1] - The net profit attributable to shareholders was 25 million CNY, impacted by intensified industry competition and fluctuations in upstream raw material prices [1] Industry Insights - The lithium hexafluorophosphate industry is showing signs of bottoming out, with increasing market share for leading companies due to larger production scales and better cost control [1] - The market share of lithium battery materials is expected to continue growing, driven by the increasing penetration of electric vehicles [1] Product and Capacity Updates - The company’s lithium hexafluorophosphate shipment volume in Q3 was approximately 11,000 to 12,000 tons, with a capacity utilization rate of 70%-80% [2] - The overseas shipment ratio of lithium hexafluorophosphate exceeded 20%, with expectations to fluctuate between 25%-30% in the future [2] - The company plans to complete its Korean factory by the end of 2025, while maintaining a high operating rate for existing domestic capacity [2] Battery Technology Developments - The company’s fluorine core battery has over 30% market share in the electric tricycle battery sector, with a cycle life of 4,000 to 6,000 times [3] - The company is actively researching solid-state battery electrolytes, although large-scale industrial application has not yet been achieved [3] - Sodium-ion battery production capacity is currently at 1,000 tons per year, with ongoing development in the supply chain and technology [3] Future Outlook - The company aims for an annual shipment target of around 1,000 tons for LiFSI, with plans to slow down new capacity expansion until market demand improves [4] - The company’s electronic-grade hydrogen fluoride capacity is 60,000 tons, with 40,000 tons for photovoltaic-grade and 20,000 tons for semiconductor-grade [4] - The semiconductor-grade hydrogen fluoride market development has shown significant progress, establishing a solid foundation for future performance growth [4]