万润股份(002643) - 万润股份调研活动信息

Financial Performance - Revenue in the first half of 2021 reached 1,809,929,277.25 yuan, a year-on-year increase of 45.19% [1] - Profit for the period was 563,318,536.85 yuan, a year-on-year increase of 38.57% [1] - The company achieved record-high performance in its main business indicators during the first half of 2021 [1] Business Segments Information Materials - Main products include high-end liquid crystal monomer materials, OLED materials, and intermediate materials [2] - Liquid crystal materials maintain a leading market position [2] - OLED materials developed by subsidiary Jiangsu March Technology have passed downstream customer verification [2] - Actively expanding into polyimide materials, photoresist materials, and lithium battery electrolyte additives [3] Environmental Protection Materials - Zeolite series environmental protection materials have a theoretical annual production capacity of 7,850 tons [4] - Mainly used in Euro VI, China VI, and higher standard diesel vehicle exhaust treatment [3] - Phase II expansion project with 5,000 tons/year capacity is underway [3] - Global demand for automotive zeolite materials is expected to increase with stricter emission standards [4] Health Industry - Rapid growth in the first half of 2021, mainly driven by MP company and Yantai Wanrun Pharmaceutical [4] - Business covers pharmaceutical intermediates, finished preparations, APIs, life sciences, and in vitro diagnostics [4] - Plans to enhance CDMO capabilities and collaborate with international pharmaceutical companies [4] R&D and Innovation - Possesses production technology for over 6,000 compounds, with more than 2,000 products already on the market [2] - Holds nearly 400 domestic and international patents [2] - Annual development of hundreds of new products [2] - Established a technology innovation platform centered on chemical synthesis technology [2] Future Development - Confident in future growth prospects across all business segments [1] - Expects domestic OLED materials to benefit from technological advancements and national strategic support [3] - Plans to strengthen diversified development through independent R&D and external collaboration [4] - Aims to become a world-class CDMO service provider [4]