GUIBAO TECH(300019)2025-05-26 09:24Industry Outlook - The company operates in the new materials industry, focusing on high-end organic silicone sealants and has developed a diverse product system including hot melt adhesives and silane coupling agents [2] - The adhesive industry is a crucial component of the national strategic emerging industries, showing sustained and rapid growth due to the development of new production capabilities and digital economy [2] Q1 2025 Performance - In Q1 2025, the company achieved a record revenue of CNY 778.42 million, a year-on-year increase of 64.04% [3] - Net profit attributable to shareholders reached CNY 70.91 million, up 76.72% year-on-year [3] - The company maintains a leading market share in construction adhesives and experiences rapid growth in industrial adhesives across various sectors [3] Market Growth Strategies - The company has a strong brand presence and a nationwide sales network, focusing on expanding its customer base and enhancing sales channels [4] - The construction industry remains the largest application field for organic silicone sealants, and the company aims to leverage its market leadership to increase sales and market share [4] Silicon Carbon Anode Project - The silicon-carbon anode business made significant progress in 2024, transitioning from R&D to large-scale sales [5] - The company has established a stable pilot production line with a capacity of 1,000 tons/year and achieved sales in the hundred-ton range [5] Raw Material Management - The company maintains strong relationships with suppliers to ensure a stable supply of raw materials and monitors market conditions to adjust product prices accordingly [6] Acquisition and Future Plans - The acquisition of Jiangsu Jiahai enhances the company's presence in the consumer adhesive market, allowing for a comprehensive coverage from industrial to consumer-grade adhesives [6] - Future investments will focus on organic silicone materials, adhesives, and lithium battery materials to diversify and strengthen the company's market position [6] International Market Expansion - The company actively pursues international markets, exporting products to over 60 countries, including India, Brazil, and the USA [6] - Plans for 2025 include expanding into new regions and leveraging Jiangsu Jiahai's sales channels to boost overseas sales [6]