松井股份多赛道突破 2024年营收创历史新高

Core Viewpoint - Matsui New Materials Group Co., Ltd. reported a record high revenue of 746 million yuan for 2024, marking a year-on-year growth of 26.41%, alongside a net profit of approximately 86.4 million yuan, reflecting a growth of 6.52% [1][2] Group 1: Financial Performance - The company achieved a total revenue of 746 million yuan, which is a 26.41% increase compared to the previous year, continuing a trend of steady growth for four consecutive years [1] - The net profit attributable to shareholders reached 86.4 million yuan, with a non-recurring net profit of 79.0 million yuan, representing year-on-year increases of 6.52% and 7.18% respectively [1] Group 2: Market Position and Strategy - Matsui has established itself as one of the few domestic companies capable of competing with international giants like PPG and AkzoNobel, focusing on technological advancements to create a strong competitive edge [1][2] - The company has developed a series of advanced coating technologies, including organic silicone touch coatings and PVD coatings, which have achieved scale production and sales capabilities, breaking the monopoly of foreign brands in the high-end market [1][2] Group 3: Industry Trends and Opportunities - The rapid growth of the new energy vehicle industry has allowed Matsui to form deep collaborations with leading automotive companies, positioning its products to meet or exceed international competitors' performance metrics [2] - Analysts suggest that domestic coating material companies with core technological barriers are poised for significant growth amid global industrial chain adjustments, with Matsui expected to expand its market share through strategic positioning in high-end consumer electronics and automotive sectors [2]