国瓷材料(300285) - 国瓷材料投资者关系管理信息

Financial Performance - The company achieved a revenue of 195,341.06 million yuan in the first half of 2024, representing a year-on-year increase of 5.57% [1] - Net profit attributable to shareholders reached 33,043.70 million yuan, up by 3.60% compared to the same period last year [1] - The net profit after deducting non-recurring gains and losses was 30,813.08 million yuan, reflecting an increase of 8.81% year-on-year [1] - The net cash flow from operating activities was 15,415.85 million yuan, marking a significant growth of 61.25% compared to the previous year [1] Business Segment Performance - Electronic Materials: Continued recovery in MLCC dielectric powder and accelerated domestic substitution of electronic pastes [1] - Catalytic Materials: Sustained growth in products like honeycomb ceramic carriers and cerium-zirconium solid solutions, with active promotion in passenger vehicle applications [1] - Biomedical Sector: Completed overseas red-chip structure setup, enhancing product diversification [1] - New Energy Materials: Rapid increase in sales of alumina and bismuth stone, becoming a major supplier for clients [1] - Precision Ceramics: Gradual ramp-up of new production capacity for ceramic balls, with positive market expansion [1] Investor Q&A Highlights - The MLCC business continues to show a recovery trend, with new high-performance materials developed for AI applications [2] - The company is strengthening cooperation with passenger vehicle clients, focusing on hybrid vehicle opportunities [2] - In the dental sector, the company is diversifying its product offerings and accelerating global expansion [2] - The company has established itself as a qualified supplier for leading global enterprises in the ceramic substrate business [3]