海利得(002206) - 2024年10月31日投资者关系活动记录表

Financial Performance - In Q3 2024, the company achieved a revenue of 4.368 billion CNY, representing a year-on-year growth of 2.5% [1] - The net profit attributable to shareholders reached 296 million CNY, with a year-on-year increase of 8.94% [1] - The key drivers for revenue and profit growth included the full capacity release of the fourth production line for tire cord fabric and the industrial silk production in Vietnam [1] Research and Development - The research institute is actively developing long-term R&D plans, with recent advancements in special high-performance polymer materials, including the commercialization of polyphenylene sulfide (PPS) long fibers [2] - The company has established a strong R&D capability and efficient production lines to meet customized demands quickly, aiming to expand market share in high-performance fibers [2] Market Opportunities - Special high-performance fibers have significant market value due to their strength, modulus, temperature resistance, and chemical resistance, with applications in traditional and emerging fields such as aerospace, new energy vehicles, and 5G communications [2] - The domestic market for special polymer materials presents substantial growth opportunities, with potential for localization and gradual domestic substitution [2] Strategic Initiatives - The company has a clear strategic plan for photovoltaic reflective film products, with increasing customer certifications and project negotiations, despite a competitive market environment [3] - The Vietnam tire cord fabric project is progressing, with equipment layout and technical solutions being finalized [3] - The company has established an industrial investment fund to optimize industry layout and promote a virtuous cycle between business operations and capital operations, successfully investing over 36 million CNY in three target companies in the past year [3] Future Outlook - The company is cautious about mergers and acquisitions, focusing on external investments through the industrial fund while maintaining a core business focus [3] - There is a commitment to enhancing internal R&D capabilities and material technology to ensure sustainable long-term development [3]