Group 1: Financial Performance - In Q4 2024, the company's revenue increased by 54% year-on-year and 32% quarter-on-quarter [3] - Net profit grew by 157% year-on-year and 28% quarter-on-quarter, driven by three main factors: increased production and sales volume, higher sales of value-added products, and stable orders in the electric vehicle sector [5] Group 2: Investment Projects - The company is investing in a wet-process multifunctional material production line, focusing on two main product directions: - Polyester non-woven fabric (RO membrane substrate) with an annual production capacity of 3,000 tons, serving industries such as electronics, pharmaceuticals, chemicals, and food [6] - Aramid wet non-woven fabric with an annual production capacity of 500 tons, applicable in automotive interiors and aerospace [6] Group 3: Production and Market Strategy - The RO membrane substrate project is in the planning and equipment procurement phase, with an expected construction period of 14 months, aiming for production in the first half of 2026 [7] - The flash-spun non-woven fabric project is under feasibility study, with a highly concentrated market where foreign competitors hold over 95% market share [8] Group 4: Aerospace and International Expansion - The company’s aramid honeycomb core materials are successfully applied by major aircraft manufacturers, with multiple projects in the civil aviation sector progressing as planned [9] - The company plans to enhance its global presence in 2025 by increasing exhibition participation, customer visits, and hiring foreign professionals, expecting faster growth in overseas markets compared to domestic [11]
民士达(833394) - 投资者关系活动记录表