Financial Performance - In 2024, the company achieved a revenue of ¥2,101,954,593.52, a decrease of 43.47% year-on-year [3] - The net profit attributable to shareholders was ¥84,600,941.21, down 81.86% year-on-year [3] - The net profit after deducting non-recurring gains and losses was ¥81,688,257.01, a decline of 81.59% year-on-year [3] - The company recognized an investment loss of ¥81,415,451.89 due to significant goodwill impairment from a key supplier [3] Market Dynamics - The lithium-ion battery materials market is experiencing intensified competition, with prices of key products continuing to decline [3][6] - The demand for lithium-ion battery materials is expected to expand due to the growth of the new energy vehicle sector and advancements in battery technology [4][6] - The global energy storage market is witnessing substantial growth driven by renewable energy development and increasing demand for data centers [5] Future Growth Drivers - The company aims to leverage its technological and scale advantages in lithium-ion battery materials to meet the evolving needs of core customers [4] - The optical film sector is anticipated to benefit from the domestic shift in LCD production and ongoing upgrades in consumer electronics [6] - The functional silane market is projected to grow steadily, driven by demand from emerging industrial applications and the increasing entry barriers in the industry [6] Industry Outlook - The lithium-ion battery materials industry is in a deep adjustment period, with companies slowing down capacity release amid fierce competition [6] - The functional silane sector is entering a new phase of high-quality development, with China becoming the largest producer and consumer globally [6] - The company plans to expand its product range and enhance technical services to strengthen its competitive position in the market [6]
瑞泰新材(301238) - 301238瑞泰新材业绩说明会20250429