Group 1 - The core viewpoint of the article highlights that MinSen Investment recently conducted research on a listed company, Siquan New Materials, which is expected to achieve a revenue of 656 million yuan in 2024, representing a year-on-year growth of 51.10%, despite a net profit decline of 3.88% [1] - The main drivers for revenue growth include increased market demand, larger orders from North American clients, business synergy from multi-dimensional layout, capacity release from fundraising projects, and upgrades in technology research and development [1] - The decline in net profit is attributed to the inclusion of more subsidiaries in the consolidated financial statements, increased sales and R&D expenses, and provisions for impairment [1] Group 2 - The company is optimistic about its performance growth in 2025, planning to enhance collaboration across multiple business segments, strengthen key technology reserves, advance key project implementations, and promote lean management [1] - Siquan New Materials has established partnerships with well-known automotive companies, indicating a broad application of its products in the automotive sector [1]
【私募调研记录】民森投资调研思泉新材