Comens Materials(SZ:300200) Quan Jing Wang·2025-08-22 06:27Core Viewpoint - The company reported a decline in net profit for the first half of 2025, with a focus on strategic development and innovation to enhance operational efficiency and profitability [1][2]. Financial Performance - In the first half of 2025, the company achieved a net profit attributable to shareholders of 74.48 million yuan, a year-on-year decrease of 5.39% [1]. - The first quarter of 2025 saw a net profit of 36.02 million yuan, down 24.52% year-on-year, while the second quarter reported a net profit of 38.46 million yuan, reflecting a year-on-year increase of 24.05% and a quarter-on-quarter increase of 6.77% [1]. Strategic Focus - The company adheres to a business philosophy of "strategic leadership, innovation-driven internationalization," emphasizing project execution, quality improvement, and operational efficiency [2]. - The company is committed to the "3+1" product development strategy, focusing on composite adhesive materials, transportation functional materials, electrical functional materials, and optical display materials [2]. Business Development - The company plans to accelerate the strategic layout of electrical functional materials and optical display materials through both internal development and external mergers and acquisitions [2][3]. - In August 2023, the company acquired Qingyuan Better, which specializes in electrical insulation resins, anticipating significant revenue and profit growth in 2024 [3]. Product Innovation - The company is currently developing new technologies in optical display materials, including polarizers and optical adhesive series, with successful trials and deliveries to industry benchmark clients [3]. - The company has completed pilot studies for various adhesive products, including high-brightness reflective adhesives and high-weather-resistant reflective films, which are in the sample delivery stage [3].