每经AI快讯，有投资者在投资者互动平台提问：公司5万吨硅碳负极材料什么时候投产？目前给宁德时 代、比亚迪、亿纬锂能的供货是否正常？在可预见的未来3年，硅碳负极材料是否都很紧张？市场价格 有支撑呢？ （文章来源：每日经济新闻） 硅宝科技（300019.SZ）12月23日在投资者互动平台表示，公司"5万吨/年锂电池用硅碳负极材料及专用 粘合剂项目"包含1万吨/年锂电池用硅碳负极及4 万吨/年专用粘合剂，其中3000吨/年锂电池用硅碳负极 生产线、10000吨/年动力电池用有机硅粘合剂生产线、5000吨/年聚氨酯密封胶生产线已于2025年上半 年顺利投产，剩余产能后续将按计划逐步投产。硅基负极作为突破锂离子电池能量密度的关键性材料， 正展现出巨大的商业化应用前景。目前，公司1000吨/年硅碳负极材料中试线与3000吨/年生产线均稳定 运行，依托强大的产品竞争力及持续深化的客户合作关系，实现销量快速增长。未来，公司将积极拓展 新客户，稳步提升市场份额。 ...

Group 1: Chemical Industry - Silicon Treasure Technology (300019.SZ) - The company reported a significant increase in net profit for Q3, with a year-on-year growth of 44.6%, reaching 229 million yuan, and a total revenue of 2.651 billion yuan, up 24.3% year-on-year [5][10][11] - The completion of the "50,000 tons/year silicon-carbon anode material and special adhesive project" has transitioned to fixed assets, which is expected to contribute to future growth [10][11] - Profit forecasts for 2025-2027 are maintained, with expected net profits of 343 million, 435 million, and 504 million yuan respectively, corresponding to EPS of 0.87, 1.11, and 1.28 yuan per share [5][10] Group 2: Real Estate Industry - Poly Developments (600048.SH) - The company experienced a slight decline in revenue and profit, with a net profit of 1.93 billion yuan for the first three quarters, down 75.31% year-on-year [13][15] - Despite the challenges, the company maintains its leading sales position, with over 50% of land acquisitions in first-tier cities and a focus on optimizing its land reserve structure [13][16] - Revised profit forecasts for 2025-2027 are now 4.26 billion, 5.24 billion, and 6.41 billion yuan, with corresponding EPS of 0.36, 0.44, and 0.54 yuan [13][15] Group 3: Electronics Industry - Tongfu Microelectronics (002156.SZ) - The company achieved record high revenue of 6.946 billion yuan in Q2, a year-on-year increase of 19.8%, and a net profit of 311 million yuan, up 38.6% [7][19] - The company is expanding its diversified business in mobile chips, RF, consumer electronics, automotive electronics, and storage, which is expected to drive future growth [19][20] - Revenue forecasts for 2025-2027 are projected at 28.249 billion, 32.874 billion, and 38.207 billion yuan, with net profits of 1.049 billion, 1.595 billion, and 2.131 billion yuan respectively [19][20] Group 4: Retail Industry - Runben Co., Ltd. (603193.SH) - The company reported a revenue of 1.238 billion yuan for the first three quarters, a year-on-year increase of 19.3%, with a net profit of 266 million yuan, up 2.0% [8][25] - The mosquito repellent business saw significant growth due to increased demand, with Q3 revenue from this segment rising by 48.5% [25][26] - The company maintains a leading position in the mosquito repellent and baby care sectors, with strong operational capabilities and supply chain advantages [25][27]