仁信新材(301395) - 2025年9月8日投资者关系活动记录表

Company Overview - The company specializes in the research, production, and sales of polystyrene polymer new materials, recognized as a national high-tech enterprise and a "little giant" by the Ministry of Industry and Information Technology [3] - Main products include GPPS (General Purpose Polystyrene) and HIPS (High Impact Polystyrene), widely used in electronics, optical displays, toys, daily plastic products, packaging, construction materials, and medical devices [3][4] Production Capacity - As of August 2025, the company has a total registered production capacity of 480,000 tons/year, ranking first in South China and second nationwide [5] - The production capacity includes 240,000 tons/year of GPPS and 240,000 tons/year of HIPS [5] Financial Performance - In the first half of 2025, the company achieved total revenue of CNY 1.11 billion, a year-on-year increase of 7.36% [6] - Net profit attributable to the parent company was CNY 24.19 million, up 4.17% year-on-year; the net profit after deducting non-recurring items was CNY 23.17 million, a significant increase of 59.70% [6] Product Development Plans - In the second half of 2025, the company plans to promote high-gloss HIPS specialized materials and accelerate the launch of low-temperature resistant HIPS materials, enhancing competitiveness in sectors like new energy vehicles, medical devices, electronic carriers, and food packaging [7] Strategic Projects - The company successfully acquired 202,400 square meters of industrial land in the Daya Bay Petrochemical Zone for its integrated polystyrene new materials project, laying a solid foundation for strategic development [8] - The company aims to expedite the implementation of this project to enhance its industry chain security and expand product dimensions, thereby improving risk resistance and profitability [8]