回复：公司密封胶产品在装饰装修领域应用广泛，包括但不限于门窗接缝 防水、陶瓷大板粘结、踢脚线、厨房/洗手间用具接缝处防水、瓷砖美缝、镜面 粘结、挂饰粘结等。一方面，公司装饰装修胶具备显著的技术优势，依托自研 核心技术，在环保、粘结、耐候等性能方面达到行业领先水平，并通过多项权 威认证，广泛适配建筑工程与家装等多样化场景；另一方面，公司室内装饰用 产品对人体及环境均无危害，全面满足 GB 33372-2020《胶粘剂中挥发性有机 化合物（VOC）限量》标准的规定。随着"好房子、好小区、好社区、好城区" 的建设理念的推进，公司产品在高端建筑、装饰装修领域中发挥重要作用，稳 居建筑胶行业第一品牌。近期，由住房和城乡建设部科技与产业化发展中心组 织开展的关于"好房子"建设适用建材产品审查结果已公示，公司有机硅密封 胶产品成功进入《"好房子"建设适用建材产品（2025 年）》名录。 四、目前公司热熔胶产能有多少？未来是否计划扩充产能？ 回复：公司热熔胶产品主要应用于标签、卫生用品、工业胶带、医疗、防 水卷材、汽车等领域，现有产能 11 万吨/年。目前，公司现有产能可以满足现 阶段热熔胶销售需求，未来公司将根据客户及市场 ...

Core Viewpoint - Chengdu Silica Technology Co., Ltd. (Silica Technology) has demonstrated strong operational performance in the first three quarters of 2025, achieving record highs in revenue and net profit, driven by growth in its main business segments [1][2]. Group 1: Financial Performance - In the first three quarters of 2025, Silica Technology reported revenue of 2.651 billion yuan and a net profit attributable to shareholders of 229 million yuan, representing year-on-year increases of 24.3% and 44.63%, respectively [1]. - The company's overall performance has reached new highs for the same period, reflecting a positive trend in its business operations [1]. Group 2: Business Segments - Silica Technology maintains its leading position in the construction adhesive sector, while its industrial adhesive business is experiencing rapid growth, and the hot melt adhesive business is steadily improving [1]. - The company has been actively developing new products and expanding applications in the industrial adhesive sector, enhancing its market share with major clients such as BYD, CATL, ZTE, and others [1]. Group 3: Strategic Acquisitions - In 2024, Silica Technology successfully acquired Jiangsu Jiahua Hot Melt Adhesive Co., Ltd., a leading player in the hot melt adhesive industry, which has positively impacted its business performance [2]. - The acquisition is expected to contribute to Silica Technology's revenue growth and help it move closer to its goal of achieving a "100 billion yuan" production value [2]. Group 4: Future Outlook - The company is focusing on expanding production capacity and establishing three major production centers in Southwest, East China, and South China to better serve the market [3]. - Silica Technology aims to strengthen its position in the construction adhesive market, increase its market share in industrial adhesives, and actively develop its silicon-carbon negative material business, transitioning towards a "dual main business" development model [3].

Core Insights - The article highlights the significant growth and market potential of Silbond Technology, a leading company in the adhesive industry, particularly in high-end silicone sealants and other new materials [1][3][4]. Company Overview - Silbond Technology was established in 1998 and became one of the first companies listed on the Growth Enterprise Market in 2009, marking a pivotal step in its development [3]. - The company has grown from a revenue of 170 million yuan in 2009 to 3.159 billion yuan in 2024, representing nearly a 19-fold increase [3]. - In the first half of 2024, Silbond reported a revenue of over 1.707 billion yuan, reflecting a year-on-year growth of 47.36% [3]. Innovation and R&D - The core driver of Silbond's rapid growth is its commitment to innovation and research and development, with annual R&D investments exceeding 100 million yuan [4]. - The company has established several national-level innovation platforms, including a national enterprise technology center and a recognized testing center [5]. Market Expansion - Silbond is actively expanding into new sectors, particularly in the context of the global shift towards AI, renewable energy, and big data [7]. - The company’s products are widely used in the automotive industry, especially in new energy vehicles, with sales of industrial adhesive products increasing by 22.66% in weight and 17.45% in revenue in 2024 [7]. - In the electronics sector, Silbond's sales revenue grew by 37.88%, further enhancing its market share with major clients like BYD and CATL [7]. Industry Growth - The new materials industry in Chengdu, where Silbond is based, is experiencing significant growth, with a reported industrial added value increase of 10.2% in 2024 [8]. - The industry is projected to exceed 200 billion yuan in scale by 2025, maintaining a position among the top ten in the country [8]. Future Outlook - Silbond is optimistic about the future of the new materials and renewable energy sectors, driven by national carbon neutrality goals and the rapid development of related industries [8]. - The company plans to leverage Chengdu's favorable business environment and resources to expand its product applications in electronics and biomedicine [9].

Group 1: Company Overview and Performance - Chengdu Silicon Treasure Technology Co., Ltd. focuses on high-end organic silicon sealants and new materials, with a diverse product system serving key national industries [2][3] - In H1 2025, the company achieved a revenue of CNY 1,707.10 million, a year-on-year increase of 47.36%, and a net profit of CNY 154.14 million, up 51.56% [3][4] Group 2: Product Performance - The construction adhesive segment generated revenue of CNY 651.15 million, maintaining its leading position in the market [3][4] - The industrial adhesive segment reported revenue of CNY 441.68 million, driven by strong demand in automotive and electronics sectors [4][5] Group 3: Market Trends and Challenges - The organic silicon upstream raw material prices showed significant fluctuations, remaining at historically low levels [2][3] - Increased competition in the organic silicon industry is leading to a concentration of market share among leading companies [3][4] Group 4: Strategic Initiatives - The company is expanding its lithium battery silicon-carbon anode materials project, with a production capacity of 50,000 tons per year, and has successfully launched several production lines [5][6] - The company has established a strong overseas presence, exporting products to over 60 countries, with export revenue reaching CNY 223.46 million, a 288.01% increase [6][7] Group 5: Future Plans - The company aims to enhance its production scale and establish three major production centers in Southwest, East, and South China [8][9] - Future strategies include diversifying into new materials, strengthening R&D capabilities, and achieving a revenue target of CNY 10 billion in the next decade [8][9]

Core Insights - The company achieved record-high operating performance in the first half of 2025, with revenue of 1.707 billion yuan, a year-on-year increase of 47.36%, and a net profit attributable to shareholders of 154 million yuan, up 51.56% year-on-year [1] Group 1: Business Performance - The company has established a comprehensive product system including high-end silicone sealants, hot melt adhesives, silane coupling agents, and silicon-carbon anodes, serving key industries such as construction, automotive manufacturing, new energy, and information technology [1] - The construction adhesive segment remains a market leader, with increased sales volume and market share due to the company's strong brand and customer relationships [1] - The industrial adhesive segment is experiencing rapid growth, driven by technological innovation and collaboration with leading industry clients [2] Group 2: Product Development and Innovation - The company is focusing on the development of silicon-carbon anode materials, with a stable operation of a 1,000 tons/year pilot line and a 3,000 tons/year production line, leading to a rapid increase in sales [2] - The company has successfully implemented projects for lithium battery silicon-carbon anode materials and specialized adhesives, with production lines launched as planned [2] Group 3: Market Expansion - The company is accelerating its overseas market expansion, achieving export sales of 223 million yuan, a year-on-year increase of 288.01%, with products sold in over 60 countries and regions [3]