Share of 10 thousand profit (002643) will release record sheet of investor concern activity on October 30, the company accepted 11 orgnaizations survey on October 30, 2023, orgnaization type is company of insurance company, other, fund, stockjobber. Main content introduces investor concern activity: One, company condition is brief introduce 2023 the 3rd quarter, face the economic environment with complex and changeful whole world, the company continues to carry relatively dovish management state. Business income of implementation of the 3rd quarter restricted the company 2023 1.102 billion yuan, implementation vest in appears on the market the net gain of company shareholder makes an appointment with 186 million yuan, although do business,income basically is detected by MP antigen the product is downstream the influence that demand changes drops somewhat compared to the same period, but vest in appears on the market the net profit of company shareholder realizes growth 21.68%; company compared to the same period business income comes true to make an appointment with 3.176 billion yuan in all to 3 quarters end at the beginning of 2023, implementation vest in appears on the market the net gain of company shareholder makes an appointment with 575 million yuan, with go up the difference scale of year of the corresponding period relatively half year narrows further. The company regards research and development as the platform of innovation drive enterprise, will continue the research and development that indefatigable effort pushs forward position product and market promotion, strive for lead inside the course of study that will not acquire field of material of more forward position position. 2, interlocution link
Ask: Whether do before company zeolite business 3 quarters continue to maintain growth?
Answer: Business of data of environmental protection of company zeolite series before 2023 3 quarters relatively the corresponding period continued to carry growth state last year. If economic situation of follow-up whole world reachs downstream demand to develop to good way, or policy is advanced related the industry with advantageous growth of downstream to company product demand, criterion business of data of environmental protection of company zeolite series brings corresponding growth.
Ask: Does business of medicine of before the company 3 quarters grow how?
Answer: Company before 2023 3 quarters, medical business relatively the corresponding period continued to maintain growth last year, main reason is the growth of downstream demand on one hand; It is company “ on the other hand early days of ” of 2 workshops project already threw ” of project of B02 of first phase of garden of industry of 10 thousand embellish and preparation of “ drug industry use.
Ask: Science and technology hanged out his shingle in March add endowment predict when to can be finished, have what progress at present, what does main meeting introduce to cast those representing capital?
Answer: In March science and technology Bencizeng endowment strive for finish inside year, early days has discussed the plan that adopt to hang out his shingle in property right bourse according to course board of directors fair show, add endowment if item has significant progress to be able to be announced with announcement form. This second science and technology was added in March endowment the investment that plans to introduce square, outside dividing former partner, main hope introduces indication face plate to create a field (the product is indication face plate) or indication face plate uses a field directly (the product is mobile phone, TV) relevant industrial capital.
Ask: Whether has company PSPI product achieved a sale, does other PI product develop how?
Answer: The company controls share company OLED of own intellectual property showed science and technology to get together with photosensitive in March acyl inferior amine (PSPI) finished product material already achieved a sale in factory of downstream face plate, its are own intellectual property TFT is used get together acyl inferior material of amine finished product already came true except early days outside supplying a client to be sold normally, also have the case that carries new client test and verify, if produce sale general system outstanding achievement of year of science and technology is medium in March now. Sequel science and technology will continue to push the promotion that shows used PI data to produce a line in downstream and more face plate and work of test and verify actively in March, strive for in more downstream face plate produces a line to pass a test and implementation is supplied, advantage position is held inside course of study. Development of business of data of company PI monomer is at present good, what apply at the product such as composite material of fiber-optic connector, aerospace to create a field at the same time is thermoplastic get together acyl inferior the product tries to be supplied continuously in amine material, produce newly in a fabled abode of immortals can build also advancing actively.
Ask: Company “ produces per year ” of project of product of series of colophony of glue of 65 tons of photoetching to whether had been thrown use, does whole of semiconductor material business develop how?
Answer: Company “ produces per year ” of project of product of series of colophony of glue of 65 tons of photoetching to already was thrown use, can offer semiconductor consumed to cut glue colophony material according to client demand. Development of business of whole of business of company semiconductor material is good, the target is the solid backup force that becomes global semiconductor to make data industry. The relevant product that the company makes material field in semiconductor at present basically includes colophony of glue of photoetching glue monomer, photoetching, light to send agent yield acid and semiconductor to make Cheng Zhongqing lotion add material to wait, work of downstream market development is advanced continuously in, for domestic and international semiconductor development of production data estate provides product and technical support.
Ask: Material of company liquid crystal circumstance of the 3rd quarter how, how does follow-up market look?
Answer: Business of data of company liquid crystal the 3rd quarter is relatively smooth 2023, sequel basically hopes product of electron of downstream and relevant terminal is consumed can to good.
Ask: Company OLED material circumstance of the 3rd quarter how?
Answer: Business of company OLED data whole of the 3rd quarter continued to carry growth state 2023. Among them business of data of finished product of OLED of own intellectual property developed science and technology continuously in March, hope annual can continue to maintain better growth; 9 eye chemistry basically pursues business of the data before OLED sublimate, as produce newly can early days investment is used, the 3rd quarter continued to maintain 2023 precede inside course of study position.
Ask: Does material of solar battery of mine of company calcic titanium develop a case how?
Answer: The downstream client development that company of the 3rd quarter drove business of data of solar battery of calcic titanium mine continuously 2023 and product are developed. Although show level,downstream and most enterprise still is in small try or in try development phase, but the bitter fleabane break out that we expect future of solar battery of calcic titanium mine is exhibited. The company also can be striven for hard continuously provide product and technical support for more and downstream enterprise.
Ask: Company 2023 2, 3 quarters income is adjacent, but net profit has difference, what is main reason?
Answer: Main reason is affected to be changed by exchange rate wave motion and income tax fare.
Ask: Circumstance of progress of project of construction of first phase of new material of a fabled abode of immortals of 10 thousand embellish how?
Answer: In “ energy-saving 10 thousand embellish (a fabled abode of immortals) plan of ” of project of construction of new material first phase always invests amount 1.8 billion, this project support features had begun to build first half of the year 2022, workshop of manufacturing main body already satisfied start working requirement 2022 and begin to build, after striving to satisfy requirement of full go into operation according to the plan construction; is finished inside two years
Survey participates in orgnaization detail to be as follows:
Share unit title | Participate in unit category | Share personnel full name |
---|---|---|
Fund of an ancient name for China | Fund company | Zhang Jun |
Rich path fund | Fund company | Wang Weimiao |
Xin yuan fund | Fund company | Liu Yitao |
In golden company | Stockjobber | Hou Yilin, Gu Xiongwei |
Day wind negotiable securities | Stockjobber | Guo Jianji |
Negotiable securities of Shen Mohong source | Stockjobber | Zhou Chao |
Great Wall negotiable securities | Stockjobber | Xiao Yaping |
The person protects provide for the aged | Insurance company | Liu Shude |
Heng Anbiao is accurate life-insurance | Insurance company | Wang Zhiheng |
Industry silver-colored economy | Other | Si Huajing |
Hao Ze Zhiyuan invests | Other | Wang Jianping |