TINCI(SZ:002709) Chang Jiang Shang Bao·2025-06-11 23:47Group 1 - The core viewpoint of the article is that Tinci Materials is expanding its global production capacity by signing an investment agreement with the Kingdom of Morocco to establish an integrated production base for electrolyte and raw materials, with an annual production capacity of 150,000 tons of electrolyte products [1][5] - The total investment for the project is estimated at 257.6 million Moroccan Dirhams, approximately 2.8 billion USD or 2.012 billion RMB [2][5] - The project aims to strengthen Tinci Materials' strategic cooperation with the Moroccan government, enhance its global layout, and meet the demand for electrolyte and other lithium-ion battery materials in Europe [6][5] Group 2 - Tinci Materials has experienced fluctuations in performance in recent years, with overseas revenue showing positive growth [3][10] - In 2024, Tinci Materials' overseas revenue reached 549 million RMB, a year-on-year increase of 18.94%, accounting for 4.38% of total revenue [4][10] - The company reported a significant recovery in Q1 2025, achieving revenue of 3.489 billion RMB, a year-on-year increase of 41.64%, and a net profit of 150 million RMB, up 30.80% [4][10] Group 3 - The company has a history of internationalization in the personal care industry and has established overseas factories in the US and Germany, while also expanding its overseas workforce [10] - Despite recent declines in overall revenue and net profit in 2023 and 2024, Tinci Materials is actively pursuing international customer certifications and collaborations [9][10] - The project in Morocco is part of a broader strategy to enhance the company's market influence, competitiveness, and international presence [6][5]