同益股份(300538) - 2023年11月21日投资者关系活动记录表

Company Overview - Shenzhen Tongyi Industrial Co., Ltd. is a comprehensive solution provider for 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] Business Development - In 2020, the company extended its industrial chain downstream by investing in the R&D and production of composite material boards and rods, enhancing its product line [3] - In 2021, the company launched an online sales model for plastic raw materials through the Tongyi Cloud Business platform, establishing a digital sales foundation [3] Financial Performance - As of the first half of 2023, the company achieved revenue of CNY 6.17 billion from electronic materials [3] - The engineering plastics segment generated revenue of CNY 7.1 billion in the first half of 2023 [4] - For the first three quarters of 2023, the company reported total revenue of CNY 22.55 billion, reflecting a year-on-year growth of 34.04% [5] Strategic Partnerships - The company has formed a strategic cooperation with Huile Xile to expand into new energy, aerospace, medical equipment, and robotics sectors [5] - The partnership aims to leverage Huile Xile's technological advantages and Tongyi's extensive customer resources [5] Future Outlook - The company anticipates continued improvement in gross margins as it deepens supply chain services and enhances customer loyalty [4] - Future plans include further expansion into downstream markets and the development of precision machining components from board and rod materials [5] Digital Transformation - The Tongyi Cloud Business platform, launched in 2021, generated revenue of CNY 2.18 billion in 2022, with user numbers reaching 9,681 [4] - The platform aims to integrate digital economy with the new materials industry, enhancing operational efficiency and customer engagement [4] Market Conditions - The company acknowledges that the recovery of terminal consumer electronics is slow but shows signs of improvement [4] - Stock price fluctuations are influenced by macroeconomic conditions, industry trends, and market sentiment [9]