NATA OPTO-ELECT(SZ:300346)2023-09-14 07:17Financial Performance - In the first half of 2023, the company achieved a revenue of 428.01 million CNY, a quarter-on-quarter increase of 7.48% [2] - The net profit attributable to shareholders for the first half was 152.24 million CNY, representing a year-on-year growth of 16.28% [2] - The net profit for Q2 2023 was 77.27 million CNY, with a quarter-on-quarter increase of 3.06% [2] Business Segments - The revenue distribution by industry is as follows: LCD industry approximately 40%, LED industry approximately 24%, and IC industry approximately 20% [4] - In the specialty gas segment, fluorine-based gases account for about 70% of revenue, while hydrogen-based gases account for about 30% [5] Product Performance - Advanced precursor materials business saw a sales increase of 109.29% year-on-year [3] - The hydrogen specialty gas segment achieved over tenfold growth in mixed gas product sales compared to the previous year [3] - The company has a total production capacity for specialty gases, including 5,600 tons for nitrogen trifluoride and 3,000 tons for sulfur hexafluoride [6] Research and Development - The company holds a total of 281 patents, with 37 new patents added in 2023 [8] - The domestic market share for MO source products exceeds 40% [8] Market Strategy - The company is focusing on domestic substitution opportunities and accelerating the industrialization of new products in metal and silicon precursors [3] - The strategy includes enhancing product quality and expanding into overseas markets while maintaining existing market shares [3]