根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上 市规则》等有关法律法规的规定，申万宏源证券承销保荐有限责任公司（以下 简称"申万宏源承销保荐"或"保荐机构"）作为中自科技股份有限公司（以下简 称"中自科技"、"公司"）持续督导阶段的保荐机构，负责中自科技上市后的持 续督导工作，并出具2024年度持续督导跟踪报告。 一、持续督导工作情况 序 工作内容 持续督导工作情况 号 建立健全并有效执行持续督导工作制 保荐机构已建立健全并有效执行了持续督 导制度，并制定了相应的工作计划 申万宏源证券承销保荐有限责任公司 关于中自科技股份有限公司 应的工作计划 根据中国证监会相关规定，在持续督导 工作开始前，与上市公司或相关当事人 保荐机构已与中自科技签订《保荐协 导期间的权利义务，并报上海证券交易 的权利和义务，并报上海证券交易所备案 所备案 保荐机构通过日常沟通、定期或不定期回 通过日常沟通、定期回访、现场检查、 尽职调查等方式开展持续督导工作 情况，对中自科技展开持续督导工作 持续督导期间，按照有关规定对上市公 司违法违规事项公开发表声明的，应于 披露前向上海证券交易所报告，并经上 法违规情况 海证券 ...

2025 年 5 月 5 日 公司研究 催化剂市场开拓成绩斐然，复材业务重点布局碳纤维 PEEK 方向 ——中自科技（688737.SH）2024 年年报及 2025 年一季报点评 要点 事件：公司发布 2024 年年度报告及 2025 年一季报。公司 2024 全年实现营业 收入 15.65 亿元，同比增长 1.35%；归母净利润为-0.26 亿元。2025 年一季度 营业收入 4.03 亿元，同比增长 7.52%；实现归母净利润 0.08 亿元，同比下降 46.91%。公司研发投入持续加大，2024 年研发投入为 1.10 亿元，同比增长 26.44%。 催化剂业务市场拓展成绩斐然，储能业务高速成长。2024 年内燃机尾气净化催 化剂收入为 14.53 亿元，同比下滑 3.90%；毛利率为 9.30%，同比减少 1.33 个 百分点。其中，公司汽油车尾气净化催化剂产品 2024 年销量首次突破百万套， 新增获得国内大客户多款平台项目定点并首次进入某合资品牌供应商体系。工业 催化剂收入为 1387.86 万元，同比增长 65.73%。2024 年公司成功中标兰州石 化 8 万吨/年丙烯酸及 10 万吨/年丙 ...

Core Insights - The company reported a revenue of 1.565 billion yuan for 2024, a year-on-year increase of 1.35%, but faced a net loss of 26.21 million yuan attributable to shareholders [1] - In Q1 2025, the company achieved a revenue of 403 million yuan, reflecting a year-on-year growth of 7.52%, with a net profit of 7.70 million yuan attributable to shareholders [1] - The company focuses on low-carbon and environmental protection sectors, strategically planning a business matrix of "environmental catalysts, energy storage and energy storage +, and complex high-performance composite materials" [1] Financial Performance - The company's R&D investment in 2024 totaled 110 million yuan, accounting for 7.01% of revenue, which is a 26.13% increase compared to the previous year [1] - Nearly 70% of the R&D investment was directed towards new materials and new energy [1] Market Expansion - As one of the few major domestic manufacturers in the environmental catalyst field, the company achieved a breakthrough of one million units sold in the passenger vehicle catalyst sector [2] - The company secured multiple platform project designations from major domestic clients and successfully entered the supply chain of a joint venture brand [2] - The hydrogen fuel cell electrocatalyst segment generated sales revenue of 7.32 million yuan in 2024, marking a year-on-year increase of 1273% [2] New Energy Sector Growth - The energy storage and energy storage + segment achieved a revenue of 80.17 million yuan in 2024, with a growth rate exceeding 300% [2] - The company has obtained various certifications for its products, including EU CE certification, CB certification, and CNAS certification [2] Future Outlook - The company is planning to build an annual production capacity of 500,000 square meters of prepreg and 30 tons of aerospace composite components, with the prepreg pilot line already in operation [2] - The manufacturing base is currently under construction and is expected to be operational by the end of 2025 [2] - The company aims to enhance its competitiveness in the fields of environmental protection, new energy, and high-end manufacturing through its strategic layout across three major business segments [2]