凯立新材(688269) - 凯立新材投资者关系活动记录表

Group 1: Investor Relations Activities - The company engaged in various investor relations activities, including specific object research, analyst meetings, and telephone communication [1][2]. Group 2: Financial Performance - In the first nine months of 2023, the company's net profit decreased by 44.21% compared to the same period last year [3]. - The decline in profit was primarily due to the falling market prices of precious metal raw materials, palladium and rhodium, which affected the company's gross profit margin [3][4]. - The sales revenue from precious metal catalysts accounted for 90.98% of the main business revenue, and the gross profit margin for these products decreased [4]. Group 3: Product and Market Insights - The company is currently in the trial production phase for a high-performance propane dehydrogenation catalyst [3]. - The pricing principles for processing fees consider various factors, including labor, equipment depreciation, and market trends [2][3]. - The revenue structure for the first three quarters of 2023 is as follows: pharmaceuticals 62.68%, new chemical materials 17.81%, pesticides 8.13%, and basic chemicals 8.74% [4].