Due to the special position of silicon in the chemical periodic table and the special chemical structure, performance and environmental protection quality of silicone, silicone products have continuously replaced the original traditional products and created new uses in the past 80 years.
Until now, silicone sealant is still replacing acrylic glue and traditional rubber products in the field of sealant. It can be predicted that with the improvement of technology, the further decline of product costs and the continuous tightening of environmental protection requirements, the silicone sealant industry will have huge growth space in the future, and the trend of silicone sealant replacing other products will continue.
For the industrial chain related to organic silica gel, we have also studied the upstream material silicone before. See Youshu industrial chain report library for details.
Today, let's look at the organic silica gel adhesive industry: Chengdu Guibao Science & Technology Co.Ltd(300019) - in the first three quarters of 2021, the operating revenue was 1.682 billion yuan, a year-on-year increase of 78.35%; The net profit attributable to the shareholders of the listed company was 162 million yuan, a year-on-year increase of 20.15%.
According to the recently released performance forecast, it is expected to achieve an operating revenue of 2.55 billion yuan (year-on-year + 67%) and a net profit attributable to the parent company of 252 ~ 292 million yuan (year-on-year + 25% ~ 45%) in 2021 Hubei Huitian New Materials Co.Ltd(300041) - in the first three quarters of 2021, the total operating revenue was 2.26 billion yuan, an increase of 39.9% year-on-year; The net profit attributable to the parent company was 220 million yuan, a year-on-year increase of 10.7% Guangzhou Jointas Chemical Co.Ltd(002909) - in the first three quarters of 2021, the operating revenue was 1.235 billion yuan, a year-on-year increase of 48.79%, and the net profit was 257953 million yuan, a year-on-year decrease of 72.64%.
