Industry | 制造业 | ||||||||||||||||||||||||
Company Introduction | 公司初期业务围绕人、车、路三大公共安全防护产品,已成为全球领先的反光材料及延伸产品龙头供应商;近几年,随着公司以反光材料生产所沉淀、积累的技术平台为基础进行横向拓展和产业升级,拓展了铝塑膜、显示光学膜及PMMA复合薄膜、石墨烯膜等新型功能性薄膜材料,成功延伸切入至新能源汽车、新型光学显示及消费电子产业链,并致力于打造以薄膜新材料为核心的平台型科技企业。 报告期内,公司反光材料领域实现营业收入44,279.7万,相较上年同期下降4.23%。主要受国内下游个人防护及道路交通行业投资疲软影响。公司车辆安防上半年重点加大海外市场拓展,持续在巴西、俄罗斯、德国等30多个国家占据市场主要份额,公司已成为 俄罗斯目前最大的车牌膜供应商,同时在德国、巴西车牌市场的份额不断提高,海外车牌业务逐步创新高,有望加快海外国产替代步伐;同时,国内车牌膜及半成品业务除巩固原有省份客户外,2023年新进入宁夏、江西、贵州等地,进一步提升国内市场份额,为未来全面铺开交通行业智慧升级奠定了基础;以及随着公司更新迭代的全棱镜产品应用,及国内高速公路、城市道路对安全、环保意识的进一步提升,高折射率的棱镜膜产品进一步加大市场占比,道路交通毛利逐步回升。 公司光学显示材料领域实现营业收入11,997.3万元,相较上年同期增长76.22%,成功实现止损。2023年上半年,常州华威复合膜MOP、DOP等产品持续发力,在下游客户京东方、海信、TCL、友达、冠捷等众多国际、国内一线品牌商稳定供应。另外DPP、CPP等产品完成试样,能满足客户的降本和亮度提升需求,中小尺寸显示器所用的增光膜、反射增亮膜完成客户的验证,并实现小批量的订单交货;车载显示用反射偏光增亮膜开发完成,并在相关客户完成了全套测试,实现小批量的出货,未来将逐步恢复盈利能力。 新材料方面实现营业收入6,058.7万,相较上年同期下降0.10%。公司正逐步调整新材料板块业务架构,充分利用现有生产能力,重新塑造销售模式和产品定位,专注客户定制化服务,提升品牌力。报告期内,道明超导研发弯折石墨、穿轴石墨,可应用于折叠屏手机,相较于普通的合成石墨和石墨烯相比,其柔韧性更好,断裂伸长率更高,可弯折次数更多,有利于均匀散热,目前已逐步实现量产,同时复合石墨烯、石墨烯散热片已于2023年应用于努比亚红魔8SPro、8/8pro/8pro+、Z50型号手机,华为手表watch4Pro及Robo&Kala、联想等品牌产品中,并于2023年三季度在终端发布的更多新产品中将陆续应用。 同时,在研发平台建设方面,持续落实浙江省反光材料工程技术中心和浙江省功能薄膜材料研究院平台的建设工作,发挥平台的项目孵化和开发能力。同时,积极推动杭州研究院的建设工作,加大人才引进和培养的力度,研究院各项研发工作均已正常推进。公司完善了研究院的发展战略,研究院将着眼于超精密光学器件设计、先进光电显示功能材料等前沿性技术开展基础研究。 | ||||||||||||||||||||||||
Main Business | 反光材料、反光服装及反光制品的研发、设计、生产与销售 | ||||||||||||||||||||||||
Legal Representative | 胡智彪 | ||||||||||||||||||||||||
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Company Secretary | 钱婷婷 | ||||||||||||||||||||||||
Solicitors | 浙江六和律师事务所 | ||||||||||||||||||||||||
Auditors | 天健会计师事务所(特殊普通合伙) | ||||||||||||||||||||||||
Tel No | 0579-87321111 | ||||||||||||||||||||||||
Fax No | 0579-87312889 | ||||||||||||||||||||||||
Website | www.chinadaoming.com | ||||||||||||||||||||||||
stock@chinadaoming.com | |||||||||||||||||||||||||
Company Address |
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Listing Date | 22/11/2011 | ||||||||||||||||||||||||
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EPS(RMB)* | ¥ 0.250 | ||||||||||||||||||||||||
DPS(RMB)* | ¥ 0.300 | ||||||||||||||||||||||||
NBV Per Share(RMB)* | ¥ 3.558 | ||||||||||||||||||||||||
Market Capitalization(RMB) | 5.088B |
Only Chinese content is avaliable | |
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* | Unadjusted Data |
Information provided by: etnet | ||
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