江苏斯迪克新材料科技股份有限公司 投资者关系活动记录表 证券代码：300806 证券简称：斯迪克 2025-046 江苏斯迪克新材料科技股份有限公司 投资者关系活动记录表 江苏斯迪克新材料科技股份有限公司 投资者关系活动记录表 | | □分析师会议 □特定对象调研 | | | | --- | --- | --- | --- | | 投资者关系 | □媒体采访 √□业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | 活动类别 | □现场参观 | | | | | □其他（电话） | | | | 参与单位名称及人 | 线上参与公司 2024 年度网上业绩说明会的投资者 | | | | 员姓名 | | | | | 时 间 | 2025 年 5 月 15:00 至 17:00 | 13 | 日 | | 地 点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | | | 董事长、总经理：金闯先生 | | | | 公司出席人员 | 董事、财务总监、董事会秘书：吴江先生 独立董事：杨森先生 | | | | | 1.电子级胶粘材料营收增长的主要动力是什么？未来该产品的市 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [10]. Core Views - The company reported a significant revenue increase of 36.7% year-on-year, reaching 2.69 billion yuan in 2024, although net profit decreased by 2.1% to 55 million yuan [2][7]. - In Q1 2025, the company achieved a revenue of 670 million yuan, reflecting a slight year-on-year increase of 1.1% but a quarter-on-quarter decrease of 1.9% [2][7]. - The company is in a phase of ramping up new production capacities, which is expected to enhance sales volume in the future [13]. Summary by Sections Financial Performance - In 2024, the company achieved a total revenue of 2.69 billion yuan, with a net profit of 55 million yuan and a non-recurring net profit of 21 million yuan, marking a year-on-year decrease of 46.4% [2][7]. - For Q1 2025, the company reported a net profit of 10 million yuan, which is a 48.3% decrease year-on-year but a significant increase of 767.5% quarter-on-quarter [2][7]. Business Development - The company is a leader in functional coating composite materials, expanding its product lines into areas such as functional films, electronic-grade adhesives, and thermal management composites [13]. - The company is focusing on new product categories, particularly in OCA adhesives and upstream PET base films, to enhance its core competitiveness [13]. Future Outlook - The company has ongoing projects that are expected to contribute to future growth, with a projected net profit of 120 million yuan, 210 million yuan, and 300 million yuan for 2025, 2026, and 2027 respectively [13]. - The OCA adhesive market is anticipated to grow significantly, driven by demand from the smartphone and automotive sectors, particularly with the rise of foldable screen technology [13].