会通股份(688219) - 688219.SH-会通新材料股份有限公司2024年9月20日投资者关系活动记录表（2024年半年度科创板新材料专场集体业绩说明会）

Group 1: Financial Performance - The company achieved a revenue of ¥273,079.69 million, representing a year-on-year growth of 11.45% [3][10] - The net profit attributable to shareholders reached ¥9,539.34 million, with a year-on-year increase of 46.51% [3][10] - The net profit excluding non-recurring gains and losses was ¥8,053.26 million, showing a growth of 63.62% year-on-year [7][10] - The company's net profit margin increased by 1.11 percentage points compared to the previous year [7][10] - The net cash flow from operating activities was ¥39,403.45 million, reflecting a significant year-on-year growth of 242.96% [10] Group 2: Market Trends and Product Development - The new materials industry has shown positive growth, with strong demand for high-end modified materials driven by industry policies [3][4] - The company focuses on developing high-value-added products, including special engineering materials, to meet market demands [3][4] - The company has established strategic partnerships with well-known domestic enterprises, enhancing its market position in long-chain nylon materials [4] - The company is actively developing solutions for emerging applications in the semiconductor and robotics sectors [5][6] Group 3: International Expansion - The company's overseas business revenue grew by 172.03% compared to the same period last year, contributing to overall revenue growth [5][8] - The company has expanded its customer base in Thailand and Vietnam, establishing partnerships with major brands [8] - The international strategy aligns with the global expansion of key clients in the home appliance and automotive sectors [8] Group 4: Cost Management and Efficiency - The company has improved inventory turnover efficiency, with a year-on-year increase of 31.38% [9] - The company employs a combination of demand-based procurement and safety stock management to mitigate raw material price fluctuations [7][9] - The focus on cost reduction and efficiency has led to enhanced profitability and cash flow [9][10]