Tianci Materials (002709): Shipments are higher than the industry's growth rate, and profits are expected to improve marginally
Jiang Han New Materials (603281) first coverage: leading functional silane company 24Q1 sales volume maintained rapid growth, capacity expansion+integration supports long-term growth
Hesheng Silicon (603260): Industrial silicon and silicone volume increase trend in 2023, bottom expansion further increases market share
Luxi Chemical (000830): Net profit returned to mother fell 74.05% year on year in '23, optimistic about the growth space brought about by the commissioning of new projects
Xingfa Group (600141): The boom is bottoming out, and it is expected to improve, and it is proposed to launch an employee stock ownership plan
Heyuan Gas (002971): The Qianjiang Yichang project is progressing smoothly, and high performance growth is expected to be achieved within the year
Huasheng Lithium Battery (688353): Issued a special action plan to “improve quality, increase efficiency and focus on return” to focus on returns to investors
Real Madrid Technology (603181): Focus on the year-on-year increase in 24Q1 performance in the small variety sector
Tianci Materials (002709) 2024 Quarterly Report Review: The company's advantage in building profits is still the same
Luxi Chemical (000830): Improved market combined with improved operations 24Q1 performance exceeded expectations
Xinan Co., Ltd. (600596) 2023 Annual Report and 2024 Quarterly Report Review: Glyphosate silicone prices fell 23 years, and performance weighed on 24Q1 month-on-month improvement
Tianci Materials (002709): The electrolyte industry's profits have bottomed out, and the company's competitiveness is still clear
Hesheng Silicon (603260): The slump in the economy shows resilience in profits and waits for demand to recover
Xingfa Group (600141): Product production and sales have maintained a growing trend, and industry prosperity has improved
Sanyou Chemical (600409): Q1 performance turned losses into profits and steadily promoted the “three chains and one group” industrial chain layout
Chenguang New Materials (605399) 2023 Annual Report 2024 Quarterly Report Review: Volume increases and reduced profits are under pressure, and new projects contribute to growth expectations
Xingfa Group (600141): First-quarter results are under pressure to improve silica ore resource support capabilities
Jiang Han New Materials (603281): Annual sales achieved year-on-year growth, and prices declined significantly due to the boom
Luxi Chemical (000830): Net profit increased in 24Q1 under pressure in 23
Real Madrid Technology (603181): 24Q1 net profit compared to non-return to mother +37.35% repurchase plan shows confidence in development