同益股份(300538) - 2023年11月24日投资者关系活动记录表

Group 1: Company Overview - Shenzhen Tongyi Industrial Co., Ltd. is positioned as a comprehensive solution provider in the mid-to-high-end chemical and electronic materials supply chain [2][3] - The company focuses on providing professional technical services to meet customer demands for material application quality, speed, cost, structural design, and innovation [2][3] Group 2: Financial Performance - As of Q3 2023, the company achieved revenue of CNY 2.255 billion with a gross margin of approximately 6% [3][4] - In the first half of 2023, revenue from engineering plastics reached CNY 710 million [3][4] Group 3: Product Offerings - The main products in the chemical new materials sector include engineering plastics, general plastics, and self-developed composite materials [3][4] - Electronic materials sold by the company include display modules, camera modules, communication modules, SOC chips, and third-generation semiconductor SiC MOS [4][5] Group 4: Business Development and Strategy - In 2020, the company extended its industrial chain downstream by investing in the R&D and production of composite material boards and rods [3][4] - The company launched an online sales model for plastic raw materials in 2021, establishing a digital sales foundation [3][4] - The Tongyi Cloud Business platform generated revenue of CNY 218 million in 2022, with user numbers increasing to 9,681 [4][5] Group 5: Future Plans and Collaborations - The company plans to continue expanding downstream, focusing on precision machining parts and collaborating with Huilexile on projects in new energy, aerospace, medical devices, and robotics [5][6] - Future strategic goals include providing valuable material solutions to 10 industries, 100 well-known brands, 1,000 large processing enterprises, and 10,000 quality SMEs [6]