Miracll(SZ:300848)2024-10-26 01:24Group 1: Financial Performance - In the first three quarters of 2024, the company's product sales increased by 22.26% compared to the same period last year [1] - Revenue reached 1.233 billion CNY, a year-on-year increase of 10.37% [1] - Gross profit was 156 million CNY, a year-on-year decrease of 10.33% [1] - Net profit attributable to shareholders was 50.64 million CNY, a year-on-year decrease of 27.12% [1] Group 2: Project Updates - The PNA and PPDI units of the Henan project were put into production in early October 2024, marking a successful industrialization of the key phosgene technology [4] - The company is actively promoting trial production of other units to achieve full production as soon as possible [4] Group 3: Raw Material Supply - The supply situation for hexamethylenediamine (HDI) has significantly improved due to the domestic breakthrough in its key raw material, adiponitrile [5] - The company has engaged with several target suppliers for hexamethylenediamine and has procured the necessary raw materials for upcoming production [5] Group 4: Product Development and Market Strategy - The company is focusing on the mainstream industries for HDI products, including coatings and automotive paints, while also exploring new applications in polyurethane materials [6] - The new production capacity for foamed TPU and water-based polyurethane (PUD) will support the Henan project and enhance the company's profitability [7] - The release schedule for new TPU capacity will be adjusted based on customer demand and raw material price fluctuations [7]