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联盛化学(301212) - 301212联盛化学投资者关系管理信息20250516
RealsunChemRealsunChem(SZ:301212)2025-05-16 08:36

Group 1: Financial Performance - In 2024, the company's revenue decreased by 4.47%, and the net profit attributable to shareholders dropped significantly by 75.73% due to a larger decline in product sales prices compared to raw material prices, resulting in a substantial decrease in gross margin [3] - The company reported that the net profit decline was primarily driven by the significant drop in sales prices [3] Group 2: Research and Development - The company emphasizes R&D as a key driver for development, focusing on high-value products in electronic chemicals, specialty new materials, and pharmaceutical intermediates [3] - R&D investment as a percentage of total revenue has remained stable over the past three years [3] Group 3: Market and Product Development - The company is currently constructing new projects for ultra-pure electronic chemicals and biodegradable new materials, with specific capacity and expected revenue detailed in the 2024 annual report [4] - In the first quarter, some products saw a year-on-year increase in overseas demand, with electronic chemicals revenue increasing by over 110% [4] Group 4: Environmental Compliance - The company invested 6.73 million yuan in environmental protection and successfully passed the B-level rating for air pollution prevention and control performance [4] - The company adheres to national environmental laws and regulations, ensuring compliance with the latest environmental policies [4] Group 5: Customer Base and Market Positioning - The company's main clients include well-known large enterprises such as Bayer Group and Lawrence Research [4] - The company is focusing on differentiated competition by understanding market needs and providing customized solutions [4] Group 6: Sustainability Initiatives - The company is committed to green, low-carbon, and digital transformation, enhancing technology innovation and process optimization [5] - Efforts include energy-saving and emission-reduction actions, integrating low-carbon training into daily operations to support sustainable development [5]