鼎龙股份(300054) - 2024 Q2 - 季度业绩预告

Financial Performance - The company expects net profit attributable to shareholders to be between RMB 201.33 million and RMB 220.51 million, representing an increase of 110% to 130% compared to the same period last year, where it was RMB 95.87 million [3]. - Non-recurring gains and losses for the reporting period are estimated at approximately RMB 20 million, primarily due to government subsidies, compared to RMB 27.73 million in the same period last year [5]. - The company emphasizes that the financial data is preliminary and has not been audited, urging investors to make cautious decisions [6]. Revenue Growth - The company's semiconductor and OLED display panel business achieved revenue of approximately RMB 640 million, with the revenue share increasing from 32% in 2023 to about 42% [5]. - CMP polishing pad sales reached approximately RMB 300 million, a year-on-year increase of 100.3%, with Q2 sales of about RMB 164 million, reflecting a quarter-on-quarter growth of 21.93% and a year-on-year growth of 92.77% [5]. - The sales of CMP polishing liquid and cleaning liquid products totaled approximately RMB 77 million, a year-on-year increase of 190.87%, with Q2 sales of about RMB 40.79 million, showing a quarter-on-quarter growth of 13.56% and a year-on-year growth of 179.13% [5]. - Sales of semiconductor display materials, including YPI and PSPI, amounted to approximately RMB 168 million, a year-on-year increase of 234.56%, with Q2 sales of about RMB 98.25 million, reflecting a quarter-on-quarter growth of 39.93% and a year-on-year growth of 163.69% [5]. - The printing and copying consumables business is expected to achieve revenue of approximately RMB 880 million, showing slight growth compared to the previous year [5].