Financial Performance - In 2024, the company achieved a revenue of CNY 2.55 billion, a year-on-year increase of 2.6%, and a net profit attributable to shareholders of CNY 0.98 billion, up 7.87% [2] - The large project revenue was CNY 0.1 billion, accounting for 3.9%, a significant decline of 81% compared to 2023, attributed to the cyclical nature of the lithium industry and project execution progress [3] - Excluding the large lithium project, the core business revenue was CNY 2.46 billion, a year-on-year increase of 25%, representing 96.1% of total revenue [3] - The comprehensive gross margin for 2024 was 49.5%, remaining stable compared to the previous year [3] - In Q1 2025, the company reported a revenue of CNY 0.577 billion, a decrease of 8% year-on-year, with a net profit of CNY 0.193 billion, an increase of 14% [3] Business Segments - The chemical and catalytic adsorption separation materials segment achieved sales revenue of CNY 0.202 billion in 2024, a year-on-year increase of 42% [5] - The water treatment and ultra-pure adsorption materials segment generated sales revenue of CNY 0.688 billion in 2024, a growth of 34% [9] - The company plans to increase production capacity for high-end materials, targeting a total production of 65,700 tons in 2024, a 33.4% increase year-on-year [6] Strategic Initiatives - The Tibet Jiezhe Chaka project utilizes a new environmentally friendly "zero-carbon" process, overcoming challenges related to high altitude and sensitive environments [4] - The company is expanding its solid-phase synthesis carrier business, benefiting from the growing market for GLP-1 peptide drugs [8] - A shareholder meeting approved plans for a new high-end materials manufacturing park, aiming to meet the demand for high-value adsorption separation materials [6] Dividend Policy - The company plans to distribute a total cash dividend of CNY 0.365 billion for the 2024 fiscal year, which represents 46% of the net profit attributable to shareholders [10]
蓝晓科技(300487) - 2025年4月25日投资者关系活动记录表