Valiant(SZ:002643)2025-10-30 11:40Group 1: Financial Performance - In Q3 2025, the company's revenue reached approximately 956 million CNY, representing a year-on-year growth of about 18.62% [3] - The net profit attributable to shareholders was approximately 87 million CNY, with a year-on-year increase of about 8.41% [3] - For the first three quarters of 2025, total revenue was approximately 2.826 billion CNY, showing a year-on-year growth of 2.31% [3] Group 2: Product Development and Market Position - The company has established a presence in various advanced materials, including semiconductor manufacturing materials and high-performance polymer materials [3] - The semiconductor manufacturing materials revenue in Q3 2025 exceeded that of the same period last year, with ongoing projects to expand production capacity [4] - High-performance polymer products include PEI, TPI, and PEEK, with production capacity for PEI at 1,500 tons per year, currently in trial production [5][6] Group 3: Strategic Partnerships and Collaborations - The company has business cooperation with Yantai BOE Materials Technology Co., which has generated revenue [7] - Collaboration with Sinopec Capital has also commenced, contributing to revenue generation [12] Group 4: Market Trends and Future Outlook - The demand for LCD and OLED materials remains stable, with expectations for growth as new production lines are validated [10][11] - The company is actively pursuing the development of solid-state battery materials, with ongoing preparations for pilot line construction [12] - The market for perovskite photovoltaic materials is advancing, with ongoing sales and development efforts [12]