10月26日，平安电工(001359)发布公告，公司前三季度营业收入8.88亿元，同比增长14.25%；净利润 2.01亿元，同比增长22.71%。其中第三季度营业收入3.17亿元，同比增长10.84%；净利润6584.88万元， 同比增长10.21%。 （原标题：平安电工前三季度净利润2.01亿元? 同比增长22.71%） 这一增长主要受益于今年4月工信部发布的《电动汽车用动力蓄电池安全要求》新规，该政策将动力电 池安全标准提升至"零容忍"级别。平安电工前瞻性布局的"多层级热失控阻断"技术形成完整解决方案， 通过电芯级、模组级、系统级三级防护实现"不起火"目标，持续推进技术创新，形成了新能源车热失控 防护完整解决方案，走向集成化发展。 值得注意的是，全产业链布局成为平安电工的核心竞争力。从云母原料开采到绝缘材料深加工，平安电 工已实现电力电工、新能源、玻纤制品三大业务协同发展。目前，平安电工正推进武汉、通城基地等募 投项目。 10月26日，公司还发布公告称，第三届董事会第九次会议审议通过了《关于使用自有资金、银行承兑汇 票、信用证及外汇等方式支付募投项目所需资金并以募集资金等额置换的议案》。公司将在募投项目 ...

10月26日，公司还发布公告称，第三届董事会第九次会议审议通过了《关于使用自有资金、银行承兑汇 票、信用证及外汇等方式支付募投项目所需资金并以募集资金等额置换的议案》。公司将在募投项目实 施期间，灵活采用多种支付方式先行垫付资金，后续通过募集资金专户进行等额置换，涉及募集资金净 额达7.27545亿元。 10月26日，平安电工(001359)发布公告，公司前三季度营业收入8.88亿元，同比增长14.25%；净利润 2.01亿元，同比增长22.71%。其中第三季度营业收入3.17亿元，同比增长10.84%；净利润6584.88万元， 同比增长10.21%。 平安电工是全球耐高温云母绝缘材料龙头企业之一，也是全球同行业具有全产业链可持续创新核心竞争 力的企业。其主营业务为耐高温云母绝缘材料、新能源安全防护复合材料和玻纤布的研发、生产和销 售。 在宏观经济承压的背景下，平安电工凭借全产业链协同优势和持续加码的研发投入，实现业绩逆势增 长。从半年报数据来看，新能源安全防护复合零部件业务表现尤为亮眼，成为驱动增长的新动力。 这一增长主要受益于今年4月工信部发布的《电动汽车用动力蓄电池安全要求》新规，该政策将动力电 池安 ...

Core Viewpoint - The company is expected to continue optimizing its product structure in 2024, with significant results from its new energy sector and an increase in revenue contribution from safety protection composite materials, highlighting economies of scale [1][2]. Financial Performance - In 2024, the company achieved a revenue of 1.057 billion yuan, a year-on-year increase of 14.04%, and a net profit attributable to shareholders of 217 million yuan, up 31.18% year-on-year [2][3]. - For Q1 2025, the company reported a revenue of 259 million yuan, an 18.00% increase year-on-year, while the net profit attributable to shareholders was 52 million yuan, a 22.69% increase year-on-year [2][3]. Profit Growth Drivers - The main reasons for the net profit growth in 2024 include: 1. Continuous optimization of product structure, leading to increased sales of high-value-added and innovative products, which improved overall sales prices and gross margins [3]. 2. Successful results from the new energy sector, with an increased revenue share from safety protection composite materials, showcasing economies of scale [3]. 3. High conversion rate of R&D investments, forming a diversified business matrix that enhances synergy and increases market share of core products [3]. 4. Significant cost reduction and efficiency improvement through supply chain management and lower procurement prices for key materials [3]. 5. Improved financial structure with reduced financial expenses and increased returns from cash management [3]. Product Performance - In 2024, revenue from high-temperature mica insulation materials was 727 million yuan, a year-on-year increase of 4.65%, with a gross margin of 38.17% [3]. - Revenue from new energy safety protection composite materials reached 220 million yuan, a substantial year-on-year increase of 81.41%, although the gross margin decreased to 33.38% [3]. - Revenue from fiberglass cloth was 106 million yuan, a slight year-on-year increase of 0.87%, with a gross margin of 23.43% [3].