Sanfu Technology(688359) 长江商报·2025-05-21 19:08Core Viewpoint - Sanfu New Materials Technology Co., Ltd. is accelerating the industrialization of high-safety materials for lithium batteries, with a planned investment of 620 million yuan in key materials for dry electrode batteries and high-frequency electronic composite materials [1] Group 1: Investment and Project Development - The company plans to start construction of the project in June 2025 and complete it by the end of 2027 [1] - The project will be implemented by subsidiaries Jiangxi Bangyue and Jiangxi Bangxiang, focusing on lithium battery materials and high-frequency electronic composite materials [1] - Upon full production, the company will achieve an annual production capacity of 5 GWh for key materials in high-safety dry electrode batteries and 4.7 million square meters for high-frequency electronic composite materials [1] Group 2: Financial Performance - In 2024, the company reported revenue of 621 million yuan, a year-on-year increase of 24.90%, while net profit attributable to shareholders was a loss of 12.58 million yuan, reducing losses by 24.21 million yuan compared to the previous year [2] - The main business gross margin was 38.46%, an increase of 6.10 percentage points year-on-year [2] - The electronic chemicals business generated revenue of 324 million yuan, growing over 30% year-on-year [2] Group 3: Technological Advancements - The company has made significant breakthroughs in pulse plating technology, achieving large-scale applications in AI server PCB fields and reaching international first-tier brand levels in passive component plating technology [2] - The company has broken foreign technology monopolies in high-end PCB manufacturing fields such as HDI boards and high-layer boards, enhancing market competitiveness [2] - From 2020 to 2024, the company's R&D expenses have shown a significant upward trend, totaling 187 million yuan, with a continuous increase in technological innovation capabilities [3]