Group 1: Company Performance and Market Conditions - The net profit attributable to shareholders for Q1 2025 is 45,424,185.13 CNY, a decrease of 0.96% compared to the same period last year, after excluding the impact of stock payment expenses from the incentive plan [4] - The organic silicon market is currently experiencing a supply-demand imbalance due to rapid capacity expansion, leading to significant price fluctuations, with prices at historical lows [5] - The company acknowledges that stock price fluctuations are influenced by various factors, including macroeconomic conditions, industry cycles, market sentiment, and capital flow [6][7] Group 2: Future Strategies and Industry Outlook - The company aims to focus on market demand, driven by technological, product, and application innovations, to seize opportunities from industrial transformation and consumption upgrades [7] - The organic silicon industry is expected to maintain growth potential, supported by national policies and increasing downstream demand, particularly in emerging sectors like photovoltaics, new energy, and 5G [5] - The company plans to enhance its core competitive advantages and improve operational management to increase investment value and shareholder returns [6][7]
东岳硅材(300821) - 300821东岳硅材2024年度暨2025年第一季度网上业绩说明会