SUNYES(SZ:002388) Zheng Quan Shi Bao Wang·2025-10-30 11:01Core Viewpoint - ST New Asia reported a revenue of 1.377 billion yuan and a net profit of 1.6904 million yuan for the first three quarters of 2025, indicating challenges in profitability with a non-recurring net profit of -10.2691 million yuan [1] Group 1: Financial Performance - The company achieved a revenue of 1.377 billion yuan in the first three quarters of 2025 [1] - The net profit attributable to shareholders was 1.6904 million yuan, while the non-recurring net profit was -10.2691 million yuan [1] Group 2: Business Strategy and Market Position - ST New Asia has transitioned from chemical materials to electronic devices and new materials, focusing on electronic adhesives and lithium-ion battery materials as core products [1] - The company has established long-term partnerships with global firms such as Huawei, BYD, Gree, and Foxconn, enhancing its market position [1] Group 3: Industry Trends and Opportunities - The electronic information product manufacturing sector saw an investment growth rate of 41.8% in the first three quarters, presenting significant opportunities for ST New Asia [1] - The demand for lithium hexafluorophosphate has surged since mid-September, leading to a price increase, which ST New Asia is well-positioned to benefit from due to its early investments in lithium-ion battery materials [2] Group 4: Innovation and R&D - The company emphasizes independent research and innovation, having developed customized adhesive solutions to meet client needs, thereby enhancing product quality and production efficiency [2] - ST New Asia's core brand SLD has been recognized as a key protected trademark in Guangdong Province, and the company holds multiple patents for its innovations [2] Group 5: Future Outlook - The company aims to build a high-quality development framework by strengthening core competencies and enhancing technological capabilities [3] - With the ongoing deepening of the supply chain layout in the electronic information manufacturing industry, ST New Asia anticipates significant improvements in its new production capabilities [3]