建龙微纳：海外市场拓展成效显著 境外销售收入同比增长13.36%

Group 1 - The company reported a revenue of 779 million yuan and a net profit of 74.76 million yuan for the fiscal year 2024, with a basic earnings per share of 0.75 yuan [1] - The company's cash flow from operating activities turned positive, reaching 119 million yuan, indicating improved operational efficiency despite short-term performance pressure due to macroeconomic factors and weak demand in the industrial gas sector [1] - Overseas sales revenue reached 199 million yuan, a year-on-year increase of 13.36%, accounting for 25.55% of total revenue, reflecting significant progress in international market expansion [1] Group 2 - In the first quarter of 2025, the company achieved external sales revenue of approximately 65.20 million yuan, representing 36.72% of total revenue, with notable growth in Thailand [2] - The Thai subsidiary generated revenue of 35.53 million yuan and a net profit of 6.88 million yuan, marking a year-on-year growth of 31.26%, showcasing the company's ongoing expansion in overseas markets [2] - The completion of the second phase of the Thai project will increase the company's overseas molecular sieve production capacity to 24,000 tons, enhancing global supply chain support [2] Group 3 - The company is actively pursuing emerging business areas, having signed a cooperation agreement with CNOOC Tianjin Chemical Research and Design Institute to advance the market application of aromatic adsorption separation technology [3] - Significant progress has been made in sustainable aviation fuel (SAF) development, with multiple molecular sieve developments completed and several patents applied for [3] - The company has also engaged in innovative energy storage technology, successfully winning a bid for a key research project on adsorption-compressed carbon dioxide storage technology, indicating recognition of its technical capabilities in the new energy sector [3] - The company plans to continue focusing on its core molecular sieve business while exploring new markets in petrochemical, energy chemical, renewable energy, and renewable resources sectors, aiming for a transformation from a material manufacturer to a technology service provider [3]