硅宝科技2025年营收、净利润同比双增 长期战略布局逐步兑现

Core Viewpoint - Chengdu Silica Technology Co., Ltd. reported a strong performance for 2025, with total revenue of 3.752 billion yuan, a year-on-year increase of 18.76%, and a net profit attributable to shareholders of 281 million yuan, up 18.34% [1] Group 1: Company Performance - In 2025, the company achieved a product sales volume of 307,500 tons, representing a year-on-year growth of 25.45% [1] - The company is a leader in the organic silicon sealant industry in China, with a production capacity of 370,000 tons per year for high-end adhesives [1] - The company has established two major production centers in Southwest and East China, with nine production bases [1] Group 2: Business Segments - The construction adhesive business continues to leverage its industry position and brand advantages, maintaining steady growth [2] - The industrial adhesive business has deepened cooperation with leading industry players, further increasing market share in sectors such as electronics, power batteries, automotive, and rail transportation [2] - The hot melt adhesive business has achieved record performance, while the silicon-carbon anode material business has seen rapid sales growth due to strong product capabilities and customer relationships [2] Group 3: Strategic Initiatives - The company has successfully acquired Jiangsu Jiahua Hot Melt Adhesive Co., which has significantly boosted the hot melt adhesive business [3] - The company is expanding its production scale and establishing three major production centers in Southwest, East, and South China to better serve the market [3] - The company aims to solidify its leading position in the construction adhesive industry while actively expanding into the new energy and lithium battery materials sectors [3]