Stock Analysis:
Partnering with the University of Science and Technology of China, laying out the chemical robotics and AI for Science new materials industrialization.Continuing to deepen the fiber masterbatch business, with new production capacity expected to be gradually released in the second half of 2025.
According to the company’s official WeChat account, in April 2025, ZhiTe New Materials will collaborate with the USTC laboratory to establish a joint R&D platform, and in May 2025, it will establish a holding subsidiary “ZhiTe Xiaolin Intelligent Technology Co., Ltd.”, officially entering the robotics field. The main business of “ZhiTe Xiaolin” is the chemical robotics platform and the development and industrialization of new materials through the AI for Science new paradigm, which has already incubated results in the development of fireproof, heat-absorbing, and catalyst materials.The company currently has multiple production bases in Suzhou, Siyang, Xiamen, etc., leading the domestic market share.
Incubating super insulation materials, with broad industrialization prospects.Color masterbatch horizontally expands into fields such as films and high-end injection molding, with non-fiber business expected to grow significantly.
The company has completed the screening of catalyst materials and formulations and developed super insulation materials in just a few months through the combination of “AI + robotics”, significantly reducing the melting point and reaction temperature of the materials. The performance is over twice that of aerogels, while the cost is only about one-third of theirs. According to data from Zhiyan Consulting and Toubao Research Institute, the market size of aerogels in China will exceed 6 billion yuan in 2024, and the market size of thermal insulation coatings is expected to reach 20-25 billion yuan. Super insulation materials are applied in the form of coatings and sheets, and are expected to continuously replace traditional thermal insulation coatings and aerogels in fields such as building insulation (fire retardant) coatings and battery explosion-proof applications, showing broad prospects. The company will leverage domestic and international customer resources, relying on its first-class overseas sales channels in its main business, to promote the industrialization of this “AI for Science Super Building Materials” and create innovative building solutions based on related new materials, such as “Safe House”.
High growth in overseas revenue drives marginal improvement in performance, with operational turning points emerging.
In 2024, the company will deeply explore markets in multiple countries and regions including Hong Kong, Macao, Taiwan, Southeast Asia, the Middle East, Africa, and South America, actively developing new customers, with overseas revenue increasing by 41.85% year-on-year. In Q1 2025, the company’s revenue increased by 23.65% year-on-year, and net profit attributable to the parent company turned from loss to profit. The equity incentive target for 2025 is to achieve overseas revenue of no less than 1 billion yuan and net profit of no less than 200 million yuan.
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