天安新材业绩会：汽车内饰饰面材料业务“多点开花”

Core Viewpoint - The company has solidified its two main businesses: polymer composite surface materials and architectural ceramics, achieving significant revenue growth in the polymer composite segment while maintaining sales growth in the architectural ceramics sector despite industry challenges [1][2]. Group 1: Financial Performance - In the first half of 2025, the company reported a revenue of 1.444 billion yuan, a year-on-year increase of 3.97% [1]. - The net profit attributable to shareholders reached 62.169 million yuan, up 16.59% year-on-year, while the net profit after deducting non-recurring gains and losses was 60.097 million yuan, an increase of 20.04% [1]. - The company invested 54.088 million yuan in R&D, reflecting a 19.02% increase compared to the previous year, with an overall gross margin of 23.54% [1]. Group 2: Market Strategy and Sales Growth - The company has expanded its distribution channels and deepened market penetration, particularly in county and town markets, to increase market share in the architectural ceramics sector [2]. - The company has leveraged new media platforms such as short videos and social media to enhance brand influence while continuously innovating products to meet diverse customer needs [2]. - In the automotive interior materials segment, the company achieved a revenue of 306 million yuan, a year-on-year growth of 35.96%, by focusing on high-value orders and optimizing product offerings [3]. Group 3: New Business Ventures - The company is exploring new opportunities in the electronic skin sector, leveraging its expertise in surface materials to develop technologies suitable for robotics [4]. - Collaborations with research institutions and leading sensor and robotics manufacturers are underway to explore the development of electronic skin technology [4]. - The company is in the exploratory phase for electronic skin technology, with no current products affecting its financial performance [4]. Group 4: International Expansion - The company is actively pursuing overseas markets, particularly in economically developed regions with potential for industrialization in home building materials [5]. - The subsidiary, Eagle Brand, has opened showrooms in Melbourne and Sydney as part of the international strategy, enhancing brand visibility abroad [5]. - The company aims to transition from a regional leader to a global home furnishing brand through continued international cooperation [5].