麦加芯彩：业绩环比持续高增 “1+3+N”平台战略逐步成形

Core Viewpoint - Megachip's performance shows continuous high growth, with a strategic focus on becoming a leading industrial coatings platform in China through its "1+3+N" strategy [1][2][4] Financial Performance - In the first three quarters, the company achieved total revenue of 1.394 billion yuan and a profit of 140 million yuan [1] - Quarterly revenue figures are 302 million yuan, 456 million yuan, and 636 million yuan, with quarter-on-quarter growth rates of 51.08%, 39.44%, and 39.44% respectively [1] - Net profit for the first three quarters was 28.27 million yuan, 45.70 million yuan, and 66.05 million yuan, with quarter-on-quarter growth rates of 61.65%, 44.53%, and 44.53% respectively [1] Business Segments - The container coatings segment saw a remarkable year-on-year revenue increase of over 300% in the first three quarters of 2024 compared to the same period in 2023 [1][2] - The wind power segment maintained high gross margins while experiencing sequential growth [2] Strategic Developments - The company upgraded its "1+3+N" strategy to establish a competitive industrial coatings platform, targeting sectors such as shipbuilding, offshore engineering, and photovoltaics [2][3] - Significant progress includes certifications from major classification societies and the acquisition of technology from global chemical giant Covestro for photovoltaic glass coatings [3] Shareholder Returns - The company has actively engaged in shareholder return initiatives, including three dividend distributions totaling 3.06 yuan per share since its listing [3][4] - A share buyback program has been initiated, with nearly 70 million yuan allocated for this purpose [3] Market Position and Future Outlook - The company aims to replicate its success in container and wind power coatings to enhance its core competitiveness in the industrial coatings sector [4] - The commitment to not sell shares below the issuance price by major shareholders until May 2025 reflects confidence in the company's future performance [4]