该公司在公告中表示，今年上半年，终端消费电子行业景气度进一步回暖，面板库存优化，面板价格逐渐回归理性，面板行业供需状态趋好，公司的显示材料板块销售额也持续提升。① In the first half of this year, Ruilian New Materials's revenue increased 12.57% year on year, and net profit increased 63.53% year on year. Before OLED sublimation, sales revenue from the materials business surpassed LCD and became the company's largest business segment; ② The company said that consumer electronics continued to pick up, and the global display panel industry mainly showed the characteristics of “the growth rate of large panel terminal applications falling short of expectations, and the growth rate of small to medium panel terminal applications was remarkable.”
“Science and Technology Innovation Board Daily”, August 15 (Reporter Huang Xiumei) Ruilian New Materials announced this evening (August 15) that in the first half of this year, the company achieved revenue of 0.693 billion yuan, up 12.57% year on year; realized net profit of 95.325 million yuan, up 63.53% year on year; over the same period, its R&D investment was 62.136 million yuan, up 10% year on year, accounting for 8.96% of total revenue, a year-on-year decrease of 0.21 percentage points.
Ruilian New Materials mainly develops, produces and sells special organic new materials. Its business covers display materials, pharmaceutical products, electronic chemicals, etc., and mainly sells overseas. In the first half of this year, it accounted for 58.52% of overseas sales revenue.
The company said in the announcement that in the first half of this year, the boom in the terminal consumer electronics industry picked up further, panel inventory was optimized, panel prices gradually returned to rationality, supply and demand conditions in the panel industry improved, and sales in the company's display materials sector continued to rise.
During the reporting period, Ruilian New Materials achieved sales revenue of 0.665 billion yuan, accounting for 96% of total revenue, an increase of 30% over the previous year, and remained its largest main business.
Among them, OLED panel shipments have increased dramatically, and sales revenue from the materials business before OLED sublimation has surpassed LCD (liquid crystal materials), making it the company's largest business segment.
It is worth noting that Ruilian New Materials accounts for only 4% of revenue from other sectors, all of which fell sharply year on year.
Among them, the pharmaceutical business achieved sales revenue of 23.16 million yuan, a year-on-year decrease of 70%; the electronic chemicals and other new materials sector achieved sales revenue of 5.16 million yuan, a year-on-year decrease of 82%.
Ruilian New Materials said that the pharmaceutical sector's business declined. Shipments of major products were concentrated in the second half of this year. Sales are expected to improve throughout the year, and revenue from the electronic chemicals business is expected to be the same as last year.
The “Science and Technology Innovation Board Daily” reporter noticed that in its semi-annual report, Ruilian New Materials also revealed what it had learned about the development of the global display panel industry.
It said that overall, in the first half of this year, global demand for OLED materials continued to grow steadily, and industry development showed the characteristics of “the growth rate of large panel terminal applications falling short of expectations, and the growth rate of small and medium panel terminal applications was remarkable.” At the same time, the share of smartphone screen shipments from Chinese OLED manufacturers exceeds that of Korean manufacturers, which means that in the future, Chinese mobile phone manufacturers will have a higher voice in the field of upstream materials and equipment.