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China Porcelain Materials (300285.SZ): Completed the development and layout of various oxide solid electrolyte products
Gelonghui April 30丨An investor asked Guocera Materials (300285.SZ) on the investor interactive platform, “Have the company's products been used in solid-state batteries and have they been delivered in batches?” The company replied that it has completed the development and layout of various oxide solid electrolyte products, including zirconic acid-based solid electrolytes synthesized from zirconia.
Sinocera Materials (300285.SZ): The subsidiary Guocera Saichuang has technical and product reserves in the aerospace field
Gelonghui, April 30丨An investor asked Guocera Materials (300285.SZ) on the investor interactive platform, “Your company's products have a wide range of applications. Are your products directly or indirectly used in the aerospace field?” The company replied that the company's subsidiary Guocera Saichuang has technical and product reserves in the aerospace field. RF microsystems for low-orbit satellites need to balance miniaturization and low cost. DPC ceramic tube shell products are one of their preferred solutions and are now sold in batches.
China Porcelain Materials (300285): Net profit after deducting non-return to mother in 24Q1 +20.04% year-on-year increase in profit due to reduced expenses
Incident: On April 25, 2024, the company released its 2024 quarterly report. In the first quarter, it achieved operating income of 827 million yuan (+5.23%), net profit to mother of 133 million yuan (+7.99%), deducted from non-return
China Porcelain Materials (300285): Q1 performance is in line with expectations. Focus on progress in the release of catalytic materials and fine ceramics
Report guide: The company's 24Q1 performance is in line with expectations. In 2024, catalytic materials continue to grow, and precision ceramics are released in the first year. We are optimistic about the multi-matrix relay growth of platform-based enterprises. Investment Essentials: Maintaining an “Overweight” rating. incorporation
Huaan Securities released a research report on April 27 stating that it gave the National Porcelain Material (300285.SZ) a purchase rating. The main reasons for the rating include: 1) demand from multiple sectors is working together and product production
Huaan Securities released a research report on April 27 stating that it gave the National Porcelain Material (300285.SZ) a purchase rating. The main reasons for the rating include: 1) demand from multiple sectors is working together and product production and sales are growing; 2) the company's independent R&D capabilities are strong, and multiple product breakthroughs add new momentum; 3) strategic mergers and acquisitions improve product layout and open up the industrial chain to strengthen synergy. (Mainichi Keizai Shimbun)
China Porcelain Materials (300285): 23-year performance is in line with expectations, and the flowering of multiple products drives long-term growth
Description of the incident On the evening of April 18, 2024, Sinocera Materials released its 2023 annual report. The company achieved revenue of 3.859 billion yuan in 2023, an increase of 21.86% over the previous year; achieved net profit of 569 million yuan
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