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德冠新材:公司拥有高水平的技术研发能力
Zheng Quan Ri Bao· 2025-12-10 08:17
证券日报网讯 12月10日,德冠新材在互动平台回答投资者提问时表示,公司坚持"以客户为中心",聚 焦市场和技术,通过产品迭代创新,不断推动产品力的提升。公司拥有高水平的技术研发能力,以"功 能化、高端化、环保化"为创新发展方向,为客户提供高性能、环保低碳的新材料。公司经过多年的发 展,已经建立起了IPD 集成产品开发管理体系,实行产品全生命周期管理。通过自主创新,公司形成了 热熔胶技术、空穴化技术、双向拉伸聚乙烯技术、功能母料技术等核心技术平台。公司的核心技术发明 专利4次荣获中国专利奖,在行业内处于领先地位。同时,公司以紧贴市场和客户的产品迭代创新能 力,建立了以IPD集成产品开发模式为核心的科研创新机制,以功能薄膜为主业,向上游功能母料、向 下游功能涂布延伸,构建起"料-膜-涂"一体化的产品技术路径,持续进行产品迭代升级,形成了功能薄 膜、功能母料为主的多元化产品格局。公司无胶膜产品通过持续迭代升级,在使用成本和环保方面具有 较强的竞争优势。公司标签膜、镭射膜、消光膜等具有良好的产品性能,受到客户广泛认可。 (文章来源:证券日报) ...
德冠新材2024年度业绩说明会【全景路演】
2024-10-31 00:57
Summary of Conference Call for 德冠新材 (DeGuan New Materials) Company Overview - 德冠新材 is focused on functional BOPP film technology innovation and independent research and development, emphasizing high performance, low carbon, and environmentally friendly new materials [1][2][5] - Established in 1999, the company operates three technology parks covering 246,000 square meters, with a production capacity of 147,200 tons for functional films and 44,500 tons for functional masterbatches [5][8] Key Points and Arguments Industry Position and Strategy - The company has been in the BOPP film industry for 26 years, leveraging market and customer demands to guide its operations [2][4] - It aims to provide high-performance, low-carbon, and environmentally friendly materials, with a focus on innovation and self-transformation [4][9] - The company has established a leading R&D innovation system and has been recognized as one of the top ten enterprises in China's plastic industry [6][10] Financial Performance - In 2024, the company achieved a revenue of 1.52 billion yuan, a year-on-year increase of 24.78%, and a net profit of 93.05 million yuan, with a decrease in net profit margin of 23.32% [7][13] - Functional film sales reached 122,200 tons, up 37.22% year-on-year, while functional masterbatch sales increased by 33.72% to 14,700 tons [8][13] Innovation and Product Development - The company has focused on technological innovation, launching several upgraded products, including the seventh generation of glue-free films and new label films [11] - As of the end of 2024, the company holds 135 patents, with a 35% increase in effective patents compared to the previous year [11] Future Outlook - The company plans to enhance its product structure and maintain high-margin products to counteract industry cyclicality [14] - The new 德冠中心科技园 project, which began production in June 2024, is expected to increase functional film capacity by 58,200 tons, contributing to revenue growth [8][14] Additional Important Information - The company has received multiple awards, including the Guangdong Province Manufacturing Industry Single Champion and various technology progress awards [3][11] - A share buyback plan was announced, with a budget of 20 to 40 million yuan, aimed at employee stock ownership and long-term development [12] - The 2024 profit distribution plan includes a cash dividend of 4.5 yuan per 10 shares, reflecting the company's commitment to returning value to shareholders [13] Conclusion - 德冠新材 is positioned for growth in the BOPP film industry, with a strong focus on innovation and sustainability, despite facing challenges from market competition and changing consumer demand. The company remains committed to enhancing its product offerings and maintaining a healthy financial structure to support long-term growth [10][14]