Tstc(SH:600552) Zheng Quan Zhi Xing·2025-08-29 12:18Core Viewpoint - The company, Triumph Science & Technology Co., Ltd. (凯盛科技), reported a significant increase in revenue and net profit for the first half of the year, driven by strong performance in its display materials and application materials segments [2][7]. Financial Performance - The company achieved operating revenue of approximately 2.76 billion yuan, representing a year-on-year increase of 24.7% [2][7]. - The total profit reached approximately 81.6 million yuan, a slight increase of 0.98% compared to the previous year [2][7]. - The net profit attributable to shareholders was approximately 51.5 million yuan, up 23.7% year-on-year [2][7]. - The net cash flow from operating activities surged to approximately 258.5 million yuan, an increase of 802.58% [2][7]. Business Segments - The company operates in two main business segments: display materials and application materials, both of which are key emerging industries supported by national policies [3][4]. - The display materials segment includes products such as ultra-thin flexible glass (UTG), ITO conductive film glass, and integrated display touch modules, with a focus on innovation and collaboration with leading customers [3][4][9]. - The application materials segment focuses on zirconium, silicon, and titanium-based products, expanding into high-value applications in electronics, optics, and renewable energy [5][6][12]. Innovation and Development - The company emphasizes technological innovation, with ongoing development in key areas such as ultra-thin flexible glass and high-purity silicon dioxide [12][13]. - The company has established multiple national and provincial innovation platforms, with a strong focus on R&D, resulting in a total of 582 authorized patents [12][13]. - The company is actively pursuing digital transformation, integrating AI and smart manufacturing into its operations [9][10]. Market Position and Strategy - The company has strengthened its market position through strategic partnerships and collaborations, particularly in the display materials sector [9][10]. - The international business has seen a growth of 38.05% year-on-year, indicating successful expansion into overseas markets [9][10]. - The company aims to enhance its competitive edge by focusing on high-end products and expanding its product matrix to capture emerging market opportunities [10][11].