硅宝科技成立于1998年，是以高端有机硅密封胶、热熔胶、硅烷偶联剂、硅碳负极材料四大板块为主营 业务的新材料产业集团。2009年，公司作为创业板首批28家上市企业之一登陆资本市场。 彼时，这家来自四川成都的企业，在首批创业板企业中并不显眼。然而，谁也没有预料到，这家"小而 美"的科技企业会在接下来的16年里，成长为中国有机硅密封胶行业龙头企业。 "上市是公司发展的关键一步。"硅宝科技总经理黄强告诉记者，公司通过上市实现了企业资产证券化， 解决了公司融资难题。如通过并购拓利科技，丰富了公司在工业领域的技术实力及产品线；通过定向增 发，募集资金8.4亿元用于生产扩能及技术中心建设，提升了公司的产能和技术研发实力，满足了市场 快速增长对高端有机硅等密封材料产品的需求。 回顾上市之初，硅宝科技2009年营业收入仅为1.70亿元，而2024年公司营业收入高达31.59亿元，是当初 的近19倍。公司日前发布的半年报显示，今年上半年更是实现营业收入超过17.07亿元，同比增长 47.36%。 业绩的快速成长，核心驱动力来自创新研发。公司高度重视研发投入，每年研发投入超亿元。作为国家 技术创新示范企业，硅宝科技在研发创新等方 ...

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]