龙竹科技(831445) - 投资者关系活动记录表

Group 1: Financial Performance - In Q4 2024, the company reported revenue of 96.61 million yuan and a net loss of 1.82 million yuan, primarily due to significant expenses including the termination of the 2022 equity incentive plan and high consulting fees [4] - In Q1 2025, the company achieved revenue of 87.61 million yuan and a net profit of 7.22 million yuan, with a 30% increase in orders from major clients and a nearly 175% growth in cross-border e-commerce sales amounting to approximately 15.90 million yuan [5] Group 2: Research and Development - The company focuses on bamboo-based new materials, exploring applications in daily goods, industrial products, and construction materials [6] - Nearing the end of development, the bamboo orthogonal composite board offers advantages over birch wood, including lower adhesive usage and reduced swelling [6] - The company is also developing ultra-thin, high-hardness bamboo fiber materials, which are expected to outperform carbon fiber in strength and density, targeting emerging fields such as low-altitude economy and deep-sea equipment [6] Group 3: Client Development - The company primarily focuses on exports but is also developing domestic high-quality clients, collaborating with major domestic companies like Supor and Lege [7] - Ongoing business negotiations are in place to explore the industrial application of bamboo-based new materials in emerging sectors [7]