公司代码：688733 公司简称：壹石通 2024 年半年度报告 安徽壹石通材料科技股份有限公司 2024 年半年度报告 1 / 236 2024 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 报告期内，不存在对公司生产经营产生实质性影响的特别重大风险。公司在经营过程中可能 面临的各种风险，敬请查阅本报告"第三节 管理层讨论与分析"之"五、风险因素"部分，敬请 投资者注意投资风险。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人蒋学鑫、主管会计工作负责人张月月及会计机构负责人（会计主管人员）潘丽珠 声明：保证半年度报告中财务报告的真实、准确、完整。 六、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者注意投 ...

证券代码：688733 证券简称：壹石通 公告编号：2024-029 安徽壹石通材料科技股份有限公司 关于 2024 年半年度计提减值准备的公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 根据公司对截至 2024 年 6 月 30 日合并报表范围内的应收账款、其他应收 款、存货等资产进行的减值测试，2024 年半年度公司对各项资产计提减值准备 合计为 588.91 万元，具体情况如下： 单位：万元，人民币 | 项目 | 本期计提金额 | | --- | --- | | 一、信用减值损失（损失以"-"号填列） | -125.64 | | 应收账款坏账损失 | -162.11 | | 其他应收款坏账损失 | 36.47 | | 二、资产减值损失（损失以"-"号填列） | -463.28 | 1 | 存货跌价损失及合同履约成本减值损失 | -463.28 | | --- | --- | | 合计 | -588.91 | 注：表中的数值总数与各分项数值之和尾数不符的情形为四舍五入原因所致。 二、本次计提减值准备事项的具体说明 ...

证券代码：688733 证券简称：壹石通 公告编号：2024-025 安徽壹石通材料科技股份有限公司 首次公开发行部分限售股上市流通公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 55,891,642 股，占公司目前股份总数的比例为 27.9773%。 本次股票上市流通总数为 55,891,642 股。 本次股票上市流通日期为 2024 年 8 月 19 日（因 8 月 17 日为非交易日，顺 延至 8 月 19 日）。 一、本次上市流通的限售股类型 2021 年 7 月 12 日，中国证券监督管理委员会发布《关于同意安徽壹石通材料 科技股份有限公司首次公开发行股票注册的批复》（证监许可【2021】2362 号）， 同意公司采用向社会公开发行方式发行人民币普通股（A 股）。 安徽壹石通材料科技股份有限公司（以下简称"公司"或者"发行人"）首次 公开发行人民币普通股（A 股）45,541,085 股，并于 2021 年 8 月 17 日在上 ...

中国国际金融股份有限公司 关于安徽壹石通材料科技股份有限公司 首次公开发行部分限售股上市流通的核查意见 中国国际金融股份有限公司（以下简称"保荐机构"）作为安徽壹石通材料科技股 份有限公司（以下简称"壹石通"或"公司"）首次公开发行股票并在科创板上市的保 荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规 则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》和《科创板 上市公司持续监管办法（试行）》等有关规定，就壹石通首次公开发行部分限售股上市 流通的事项进行了核查，具体情况如下： 一、本次上市流通的限售股类型 2021 年 7 月 12 日，中国证券监督管理委员会发布《关于同意安徽壹石通材料科技 股份有限公司首次公开发行股票注册的批复》（证监许可【2021】2362 号），同意公 司采用向社会公开发行方式发行人民币普通股（A 股）。 安徽壹石通材料科技股份有限公司首次公开发行人民币普通股（A 股）45,541,085 股，并于 2021 年 8 月 17 日在上海证券交易所科创板上市，发行后公司总股本为 182,164,340 股，其中，有限售条件流通股 143, ...

中国国际金融股份有限公司 关于安徽壹石通材料科技股份有限公司 差异化分红事项的核查意见 中国国际金融股份有限公司（以下简称"保荐机构"）作为安徽壹石通材料科技股 份有限公司（以下简称"壹石通"或"公司"）首次公开发行股票并在科创板上市及 2022 年度向特定对象发行 A 股股票项目的保荐机构，根据《证券发行上市保荐业务管 理办法》《上海证券交易所科创板股票上市规则》和《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等有关规定，就壹石通差异化分红事项进行了核查，具体 情况如下： 一、本次差异化分红的原因 2022 年 11 月 17 日，公司召开第三届董事会第十七次会议，审议通过了《关于以集 中竞价方式回购公司股份方案的议案》，同意公司以自有资金通过上海证券交易所交易 系统以集中竞价交易方式回购公司已发行的部分人民币普通股（A 股）股票。回购的股 份拟用于实施员工持股计划或股权激励，回购股份的价格不超过人民币 55 元/股（含）， 回购股份的资金总额不低于人民币 3,000 万元（含），不超过人民币 6,000 万元（含）。 回购期限自公司董事会审议通过本次回购方案之日起不超过 12 个月。 20 ...

证券代码：688733 证券简称：壹石通 公告编号：2024-024 安徽壹石通材料科技股份有限公司 2023 年年度 权益分派实施公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2024/6/6 | 2024/6/7 | 2024/6/7 | 一、通过分配方案的股东大会届次和日期 本次利润分配方案已经由安徽壹石通材料科技股份有限公司（以下简称"公 司"）2024 年 4 月 19 日的 2023 年年度股东大会审议通过。 二、分配方案 1.发放年度：2023 年年度 是否涉及差异化分红送转：是 每股分配比例 每股现金红利 0.10 元（含税） 相关日期 配、公积金转增股本、认购新股和可转换公司债券等权利。 3.差异化分红送转方案： （1）差异化分红方案 2024 年 4 月 19 日，公司 2023 年年度股东大会审议通过了《关于公司 2023 年 年度利润分配预案的议案》，公司拟以 2023 年度实 ...

Dividend Distribution - The company plans to distribute a cash dividend of RMB 1.00 per 10 shares, totaling RMB 19,796,512.40 (including tax) based on 197,965,124 shares as of March 27, 2024[6] - In 2023, the company distributed cash dividends of 1.00 RMB per share, totaling 19,796,512.40 RMB[182] - The cash dividend payout ratio for 2023 was 80.72% of the net profit attributable to ordinary shareholders[185] - The company's total cash dividends, including share repurchases, amounted to 4,979.42 million RMB, representing 203.05% of the net profit attributable to ordinary shareholders[185] - The company's cash dividend policy was adjusted in 2023 to comply with the latest regulatory requirements and the company's actual situation[183] - The company's 2023 cash dividend policy was in compliance with the requirements of the articles of association and shareholder meeting resolutions, with clear standards and decision-making procedures[184] Subsidiaries and Joint Ventures - The company has multiple subsidiaries, including LK ESTONE, a joint venture in South Korea with a 51% ownership stake[14] - The company's subsidiaries include entities focused on electronic communication materials, polymer composites, and new energy materials[14] - The company's subsidiaries are strategically located in key regions, including Chongqing, Hefei, and Bengbu[14] - The company's joint venture LK ESTONE is a collaboration with LK CELLTECH Co., Ltd., focusing on advanced material technologies[14] - The company's subsidiaries include research institutes and metal ceramic companies, indicating a focus on advanced material innovation[14] - The company's subsidiaries are engaged in research and development of materials for lithium-ion batteries and fuel cells[14] - The company has strategic collaborations, including a proposed strategic cooperation agreement with LK CELLTECH and investment in a solid oxide energy system project[172] Financial Performance - Revenue in 2023 decreased by 22.96% to RMB 4.645 billion compared to RMB 6.030 billion in 2022[24] - Net profit attributable to shareholders in 2023 dropped by 83.31% to RMB 245.24 million from RMB 1.469 billion in 2022[24] - Net cash flow from operating activities in 2023 fell by 88.75% to RMB 56.81 million from RMB 504.81 million in 2022[24] - Basic earnings per share in 2023 decreased by 84.81% to RMB 0.12 from RMB 0.79 in 2022[25] - Weighted average return on equity (ROE) in 2023 decreased by 8.62 percentage points to 1.09% from 9.71% in 2022[25] - Total assets at the end of 2023 decreased by 0.46% to RMB 29.729 billion from RMB 29.867 billion at the end of 2022[24] - Net assets attributable to shareholders at the end of 2023 decreased by 0.94% to RMB 22.372 billion from RMB 22.584 billion at the end of 2022[24] - Revenue excluding non-core business income and non-commercial income in 2023 decreased by 23.07% to RMB 4.639 billion from RMB 6.030 billion in 2022[24] - Net profit attributable to shareholders excluding non-recurring gains and losses in 2023 was a loss of RMB 84.97 million, compared to a profit of RMB 1.187 billion in 2022[24] - Revenue for 2023 was RMB 465 million, a decrease of 22.96% year-over-year[26] - Net profit attributable to shareholders was RMB 24.52 million, down 83.31% year-over-year[26] - Q4 2023 revenue was RMB 117.12 million, with a net profit of RMB 9.08 million[28] - Non-recurring gains in 2023 totaled RMB 33.02 million, primarily from government subsidies and asset disposals[29][30] - Adjusted net profit excluding share-based compensation was RMB 48.78 million, down 71.22% year-over-year[34] - Operating cash flow for 2023 decreased due to lower revenue[26] Research and Development - R&D expenditure as a percentage of revenue increased by 5.52 percentage points to 12.13% in 2023 compared to 6.61% in 2022[25] - R&D expenses increased significantly in 2023, contributing to higher costs[26] - The company's R&D expenses in 2023 increased by 41.32% year-on-year to 56.3627 million yuan, with 47 new patent applications and 23 new authorizations[40] - The company's R&D expenses in 2023 reached 563.627 million yuan, a 41.32% increase from the previous year, with R&D investment accounting for 12.13% of total revenue, up 5.52 percentage points[69] - The company added 47 new patent applications and 23 new authorizations for inventions in 2023, bringing the total number of authorized patents to 83 (46 invention patents and 37 utility model patents)[64] - The company's R&D team expanded from 104 to 141 members in 2023[64] - The company completed the development and stability testing of proton-conducting composite electrolyte materials for medium-temperature solid oxide fuel cells, with a total investment of 25 million yuan and cumulative investment of 24.0138 million yuan[72] - The company's research on thermal conductive powders in polymer thermal management materials entered the trial production stage, with a total investment of 7.6 million yuan and cumulative investment of 7.1729 million yuan[72] - The company completed the development of boehmite production using various aluminum sources, with a total investment of 15 million yuan and cumulative investment of 14.3582 million yuan[72] - The company's research and industrialization of ceramicized silicone rubber and composite tapes entered the trial production stage, with a total investment of 3 million yuan and cumulative investment of 3.0871 million yuan[72] - The company developed ceramicized EVA materials with excellent mechanical and ceramic properties, achieving a project completion rate of 193.86%[73] - A new organic silicone resin microsphere functional material with high sphericity and narrow size distribution was developed, with a project completion rate of 482.31%[73] - The company successfully developed silver-coated glass microspheres with different particle sizes, achieving a project completion rate of 508.39%[73] - Nanocarbon fibers with unique structural properties were developed, achieving a project completion rate of 665.47%[73] - High thermal conductivity gel for 5G communication base stations and lithium batteries was developed, achieving a project completion rate of 1,025.12%[73] - A new polyimide powder for lithium-ion battery edge insulation was developed, achieving a project completion rate of 174.03%[73] - A high-temperature protective coating for solid oxide fuel cell stacks was developed, achieving a project completion rate of 192.47%[73] - Ceramicized silicone foam with high-temperature ceramicization and low density was developed, achieving a project completion rate of 46.03%[73] - The company significantly increased R&D investment due to continuous development of new technologies, products, and processes, leading to higher expenses in employee compensation, direct materials, and other costs[74] - Research and development expenses include employee compensation, depreciation, material costs, equity incentive expenses, and other related costs[198] - Internal R&D project expenditures are capitalized as intangible assets if they meet specific criteria, including technical feasibility, intent to use or sell, and the ability to generate economic benefits[200] Product Development and Market Expansion - The company's new ceramic flame-retardant products have entered the supply chain of major domestic vehicle manufacturers[27] - High-purity quartz sand project for photovoltaic and semiconductor applications has completed small-batch trial production[27] - The company has expanded its market presence in South Korea[27] - The company's bohmite product for lithium battery coating materials achieved a global market share of approximately 40% in 2023, maintaining its leading position in the industry[38] - The company's bohmite product shipments decreased year-on-year in 2023 due to downstream lithium battery companies destocking and slowing demand, leading to a decline in revenue and profit[37] - The company's ceramicized flame-retardant series products achieved cooperation with domestic large vehicle manufacturers in 2023, with batch sales expected in 2024[39] - The company's Low-α spherical alumina product for high-end chip packaging is nearing the end of customer verification and is expected to achieve mass production soon[39] - The company's new preparation process for high-purity quartz砂 has completed small-batch trial production and is expected to achieve industrial application in 2024[39] - The company's annual production capacity of 20,000 tons of bohmite for lithium battery coating is in the process of cost-reduction and capacity enhancement, contributing to increased production capacity[43] - The company's annual production capacity of 5,000 tons of submicron high-purity alumina has been put into production and achieved small-batch shipments[43] - The company's annual production capacity of 200 tons of low-α spherical alumina for chip packaging has completed production line debugging and is ready for production[43] - The company's ceramicized flame-retardant material production line was put into operation in 2023, achieving small-batch sales[44] - The company's main products include lithium battery coating materials, electronic communication functional fillers, and low-smoke halogen-free flame retardant materials, with applications in lithium batteries, 5G, AI, and autonomous driving[48] - The company's lithium battery coating material, boehmite, improves battery safety, rate performance, and cycle performance, with increasing market demand driven by the new energy vehicle industry[53] - The company's electronic communication functional fillers, such as spherical alumina, are widely used in high thermal conductivity materials, benefiting from the rapid growth in demand for 5G and new energy vehicles[54] - The new energy vehicle industry's growth and government policies support the expansion of the lithium battery coating material market, particularly for boehmite[52] - The demand for thermal conductivity materials is rising due to the development of consumer electronics, 5G, and new energy vehicles, creating opportunities for the company's electronic filler products[53] - The high-end chip packaging material market is dominated by Japanese companies, but there is strong demand for domestic alternatives in China[54] - Low-α spherical alumina products have met mass production conditions, addressing higher requirements for Low-α radiation control, nanoscale morphology, and magnetic impurity control[55] - Ceramicized flame-retardant materials have seen increased demand due to the growth of the new energy vehicle industry, particularly in thermal management safety for battery packs[55] - The company holds a 40% global market share in lithium battery boehmite, maintaining its position as the largest supplier in the segment[57] - Spherical alumina products have been integrated into the supply chains of leading new energy vehicle manufacturers and established partnerships with well-known electronics companies[58] - Ceramicized silicone rubber products have entered the core supply chains of major domestic vehicle manufacturers, with new customer development in the verification and import phase[59] - The company has initiated deep development of inorganic powder materials for ceramicized polymers, with some R&D projects transitioning to trial production[59] - The company has partnered with the Advanced Technology Institute of the University of Science and Technology of China to establish a joint laboratory for solid oxide fuel cells, focusing on zero-carbon cycles and CO2 resource utilization[61] - A new synthetic process for high-purity quartz sand has been developed, achieving a purity level of 5N (SiO2 content ≥99.999%) and enabling mass production to meet demand for photovoltaic quartz crucibles and semiconductor quartz products[63] - The company achieved mass production and batch shipments of ultra-thin coating boehmite products with coating thicknesses of 0.5μm-1μm, meeting customer demands for higher performance[65] - The company's self-developed submicron high-purity alumina product has been put into production and achieved small-scale shipments, while the Low-α spherical alumina product for high-end chip packaging has completed production line debugging and is ready for mass production, pending customer feedback[65] - The company's ceramicized flame-retardant products achieved industrial application in 2023, with a cooperation agreement signed with a major domestic vehicle manufacturer, and is expected to see further growth in 2024[65] - The company was recognized as a national-level "Little Giant" specialized and sophisticated enterprise in 2021 and its lithium battery boehmite product was awarded the title of "Single Champion Product" in 2024[66] - The company applied for 47 new invention patents and obtained 23 new authorizations in 2023, with a cumulative total of 115 invention patent applications and 46 authorizations[67] Corporate Governance and Leadership - The company's organizational structure includes production, marketing, and strategic investment departments, ensuring efficient operations and coordination[50] - The company has established a comprehensive governance structure, including shareholders' meetings, board of directors, supervisory board, independent directors, and senior management, with clear responsibilities and effective checks and balances[105] - The company held four shareholders' meetings in 2023, all of which passed all proposals without any rejections, including the 2022 annual report, financial reports, and profit distribution plans[108] - The company's chairman and CEO, Jiang Xuexin, holds 40,760,675 shares and received a pre-tax compensation of 1.4141 million yuan in 2023[111] - The company's chief scientist, Xia Changrong, holds 500,000 shares and received a pre-tax compensation of 251,100 yuan in 2023[111] - The company's vice president and chief engineer, Bao Kecheng, holds 195,000 shares and received a pre-tax compensation of 679,600 yuan in 2023[111] - The company's technical consultant, Jiang Yunan, received a pre-tax compensation of 371,100 yuan in 2023, which includes a bonus component[112] - The company's vice president, Wang Shaohui, received a pre-tax compensation of 1.1808 million yuan in 2023[111] - The company's general manager assistant, Huang Yao, holds 140,000 shares and received a pre-tax compensation of 532,300 yuan in 2023[111] - The company's independent directors, Xiao Chengwei, Li Mingfa, and Zhang Ruiwen, each received a pre-tax compensation of 100,000 yuan in 2023[111] - Total shares sold in the secondary market: 18,500 shares[113] - Total compensation for key executives: $56,250,387[113] - R&D expenditure: $8,517,712[113] - Total compensation for female executives: $195,000[113] - Key executive tenure: 2014 to 2024[113] - Key executive roles: General Manager, Deputy General Manager, R&D Manager[113] - Key executive compensation: $67.95 million[113] - Key executive compensation: $67.98 million[113] - Key executive compensation: $55.96 million[113] - Key executive compensation: $47.02 million[113] - The company's Chairman and CEO, Jiang Xuexin, indirectly holds 2,613,255 shares through Huaiyuan New Creation[118] - The company's Director, Vice President, and Chief Engineer, Bao Kecheng, indirectly holds 150,000 shares through Huaiyuan New Creation[118] - The company's Director and Vice President, Wang Shaohui, indirectly holds 200,000 shares through Huaiyuan New Creation[118] - The company's Shareholder Representative Supervisor and Subsidiary General Manager, Gu Xingdong, indirectly holds 200,000 shares through Huaiyuan New Creation[118] - The company's Vice President, Wang Yajuan, indirectly holds 200,000 shares through Huaiyuan New Creation[118] - The company's Vice President and CFO, Zhang Yueyue, indirectly holds 100,000 shares through Huaiyuan New Creation[118] - The company's Vice President and Subsidiary General Manager, Zhou Jianmin, indirectly holds 200,000 shares through Huaiyuan New Creation[118] - The company's Board Secretary, Shao Sen, indirectly holds 1,000,000 shares through Huaiyuan New Creation[118] - The company's Deputy Chief Engineer, Zhang Keke, indirectly holds 100,000 shares through Huaiyuan New Creation[118] - Jiang Xuexin holds multiple executive positions across various subsidiaries including Chairman of Yishitong New Energy since February 2021[120] - Xia Changrong served as Vice Chairman of Yishitong Chemical from September 2019 to January 2024[120] - Bao Kecheng is the Director and General Manager of Yishitong New Energy since February 2021[120] - Jiang Yunan is the Chairman and Manager of Xitao Energy since February 2024[120] - Wang Shaohui has been the Executive Director of Yishitong Research Institute since May 2020[120] - Xiao Chengwei is an Independent Director at Rongsheng Mengguli New Energy Technology Co., Ltd. since June 2021[121] - Li Mingfa serves as an Independent Director at Sunshine Power Co., Ltd. since May 2020[121] - Zhang Ruiwen is an Independent Director at Suzhou Shijia Technology Co., Ltd. since November 2021[121] - Chen Binglong was the Director of Yishitong Polymer from June 2018 to July 2023[121] - Gu Xingdong served as General Manager of Yishitong Chemical from September 2019 to August 2023[121] - Total compensation for directors, supervisors, and senior management in 2023 was RMB 8.2404 million[124] - Total compensation for core technical personnel in 2023 was RMB 470,200[124] - Independent directors receive an annual allowance of RMB 100,000 per person (pre-tax)[123] - The company held 7 board meetings in 2023, all of which were conducted via a combination of on-site and teleconference methods[127] - The company's board of directors approved the 2023 annual compensation plan for senior management, aiming to incentivize performance and improve management efficiency[124] - The company's board of directors approved the establishment of a joint laboratory with the Advanced Technology Research Institute of the University of Science and Technology of China[125] - The company revised its internal control defect identification standards and risk management measures in 2023[125] - The company's board of directors approved the revision of several governance documents, including the "Independent Director Work System" and "Board of Directors Meeting Rules"[126] - The company's board

中国国际金融股份有限公司 关于安徽壹石通材料科技股份有限公司 2023 年年报问询函问题回复的核查意见 安徽壹石通材料科技股份有限公司（以下简称"壹石通"、或"公司"）于 2024 年 5 月 7 日收到上海证券交易所下发的《关于对安徽壹石通材料科技股份有限公司 2023 年 年度报告的信息披露监管问询函》（上证科创公函【2024】0085 号）以下简称"《年报问 询函》"）。中国国际金融股份有限公司（以下简称"保荐机构"）作为壹石通的持续督导 机构，现对《年报问询函》提及的相关问题出具核查意见如下： 根据披露，公司 2023 年度实现营业收入 4.65 亿元，同比下降 22.96%；实现归属 于上市公司股东的净利润 2,452.37 万元，同比下降 83.31%；主营业务毛利率为 26.10%， 比上年减少 14.30 个百分点。报告期内，公司的主要产品包括锂电池涂覆材料、电子通 信功能填充材料和低烟无卤阻燃材料等三大类，毛利率分别为 27.48%、9.85%、45.25%， 分别较上年减少 16.05 个、11.67 个、3.66 个百分点。 请公司：（1）区分主要产品披露 2023 年前五大客户名称及变 ...

证券代码：688733 证券简称：壹石通 公告编号：2024-023 安徽壹石通材料科技股份有限公司 关于2023年年度报告的信息披露监管问询函的 回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 公司目前的重大投资项目包括"年产5万吨氢氧化镁、5万吨碱式碳酸镁、1万吨氧 化锆、1000吨硼酸锌、1000吨五硼酸铵和100吨钛酸钡产品项目"、"壹石通运营中心 项目"、"碳中和产业园项目"及"年产1GW固体氧化物能源系统项目"等，上述项 目建设周期较长，项目在投资建设及后续运营过程中受到宏观政策、市场环境、行业 竞争格局等诸多因素的影响，如出现市场环境恶化、国家政策发生变化、行业竞争加 1 风险提示： 主营产品收入及毛利率下降风险： 安徽壹石通材料科技股份有限公司（以下简称"公司"）2023年度实现营业收入 4.65亿元，同比下降22.96%；主营业务毛利率为26.10%，比上年减少14.30个百分点。 2023年度公司收入和毛利率下滑的主要原因为锂电池涂覆材料的主营业务收入和毛利 率下滑。公司的收入和毛利率受下游行 ...