志特新材连涨后复牌,海外业务成业绩增长点

Core Viewpoint - Zhit New Materials (300986.SZ) has experienced significant stock price fluctuations, with a 198.57% increase over six consecutive trading days, prompting a temporary suspension for market investigation. The company emphasizes that its operations remain stable and that there are no undisclosed significant matters affecting its stock price [1]. Company Overview - Zhit New Materials is the first A-share listed company in the green new building formwork industry, focusing on green new building formwork, prefabricated buildings, and modular construction, while also extending into related new energy and new materials businesses. The company operates as a comprehensive digital enterprise, providing a one-stop service strategy [2]. Financial Performance - In the first half of 2025, the company achieved total revenue of 1.293 billion yuan, a year-on-year increase of 14.02%, and a net profit attributable to shareholders of 76.20 million yuan, up 906.32%. For the first three quarters of 2025, total revenue reached 2.023 billion yuan, a 12.09% increase, with net profit of 118 million yuan, reflecting a 98.65% growth [2]. International Business Development - The rapid growth in Zhit New Materials' performance is largely attributed to its expanding overseas business, which has grown from 38 million yuan in 2018 to 520 million yuan in 2024. The proportion of overseas revenue in the company's total revenue has been increasing, significantly improving overall gross profit levels [3][4]. Future Strategy - The company plans to focus on "product deepening + regional expansion" for its overseas business. Southeast Asia remains a core market, with ongoing penetration into emerging countries like the Philippines and Cambodia. The Middle East, particularly Saudi Arabia, is identified as a strategic breakthrough market, while efforts are also being made in Africa, South America, and Australia [4].

GETO-志特新材连涨后复牌,海外业务成业绩增长点 - Reportify