创新新材(600361) - 创新新材料科技股份有限公司投资者关系活动记录表（2024年9月13日）

Financial Performance - In the first half of 2024, the company achieved operating revenue of 38.733 billion CNY, a growth of 9.94% compared to the same period last year [3] - The net profit attributable to shareholders was 5.78 billion CNY, an increase of 13.87% year-on-year; the net profit after deducting non-recurring gains and losses was 5.57 billion CNY, up 17.27% [4] Market Position - In 2023, the company held a domestic market share of 11.25% and a global market share of 8.43% for aluminum alloy round ingots, ranking first in both [4] - The market share for 3C electronic aluminum profiles was 6.44%, placing the company among the top three in the country [4] - The domestic market share for aluminum wire was 14.72%, also ranking in the top three [4] Strategic Initiatives - The company is committed to a global, green, and high-end strategy, focusing on R&D and innovation to maintain technological leadership [5] - Projects include establishing a global 3C consumer aluminum profile supply chain factory in Vietnam and automotive lightweight aluminum alloy projects in Mexico [5] - The company actively participates in the formulation of national and industry standards, having contributed to 18 national standards and multiple industry standards by the end of the reporting period [4] Recycling and Sustainability - In the first half of 2024, the company utilized 567,300 tons of recycled aluminum, a significant increase of 87% year-on-year [5] - The focus on recycled aluminum aims to meet the demands of top domestic and international clients for clean energy and low-carbon development [5] Customer Expansion - The company’s 3C consumer electronic aluminum profiles are primarily processed by downstream clients such as Foxconn and Luxshare Precision for use in products from leading brands like Apple, Microsoft, HP, and Google [5] - The ongoing construction of the 3C consumer electronics project in Vietnam is expected to enhance global supply capabilities upon completion [5]