道氏技术2024年财报：净利润飙升662%，但资产减值拖累利润

Core Viewpoint - Daoshi Technology (300409) reported significant growth in net profit for 2024, despite a slowdown in revenue growth, indicating effective cost control and market expansion efforts [1] Revenue and Profit Summary - The company achieved total revenue of 7.752 billion yuan, a year-on-year increase of 6.25% [1] - Net profit attributable to shareholders reached 157 million yuan, a substantial increase of 662.33% year-on-year [1] - Net profit after deducting non-recurring gains and losses was 121 million yuan, reflecting a year-on-year growth of 333.47% [1] - The company made an asset impairment provision of approximately 108 million yuan, negatively impacting total profit [1] Carbon Materials Business - The carbon materials segment, primarily operated under the brand Greifen, includes products like carbon nanotube conductive agents and silicon-carbon anode materials [4] - The company has established an integrated R&D and production system for silicon-carbon anode materials and has successfully supplied single-walled carbon nanotubes to major battery clients in Japan and South Korea [4] - Key growth drivers in the carbon materials sector include technological innovation and market expansion, with ongoing efforts to reduce costs and improve product profitability [4] Lithium Battery Materials Business - The lithium battery materials segment, centered around the subsidiary Wuhu Jiana, focuses on ternary precursors and cobalt salts [5] - Despite a 25% year-on-year decline in China's ternary precursor exports, the company’s exports exceeded 30,000 tons, marking a 52% increase [5] - The company has strengthened its product development partnerships with key domestic and international clients, enhancing its brand image and market share [5][6] Ceramic Materials Business - The ceramic materials segment includes products like ceramic inks and glazes, primarily serving the construction ceramics industry [7] - Sales of ceramic inks in regions such as Africa, the Middle East, and Southeast Asia grew nearly 20%, with successful entry into the European market [7] - The company focuses on R&D innovation and customer needs, launching unique crystal materials to penetrate the international building ceramics market [7]