NBSS(SH:600884)2024-07-09 11:34Financial Performance - The company expects a net profit attributable to shareholders for the first half of 2024 to be between 15 million and 22.5 million yuan, a decrease of 99.059 million to 99.809 million yuan compared to the same period last year, representing a decline of 97.78% to 98.52%[2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 16.5 million and 24.75 million yuan, down by 56.306 million to 57.131 million yuan year-on-year, a decrease of 95.79% to 97.19%[4]. - The total profit for the same period last year was 137.29686 million yuan, with a net profit attributable to shareholders of 101.30915 million yuan[5]. Business Impact - The company's core businesses, negative electrode materials and polarizers, have been impacted by industry downturns, leading to a decline in net profits for both segments[6]. - The company has focused on a strategy of divesting non-core businesses and asset impairment, which negatively affected performance, while last year's results included approximately 244 million yuan in investment income from the sale of part of the electrolyte business, which is not repeated this period[6]. Business Growth - Despite the industry adjustment, the negative electrode materials business has seen significant sales growth due to increased market expansion efforts and improved customer structure, with a substantial increase in orders and sales in Q2 2024[6]. - The polarizer business continues to solidify its global leadership in LCD polarizers while increasing R&D and production of new OLED polarizer products, achieving stable supply in the first half of 2024[6].