上海纳尔实业股份有限公司 为进一步加强与投资者的互动交流，上海纳尔实业股份有限公司 (以下简称 "公司")将参加由中国证券监督管理委员会上海监管局指导、上海上市公司协 会及深圳市全景网络有限公司联合举办的"2025 年上海辖区上市公司集体接待 日暨中报业绩说明会活动"，现将有关事项公告如下: 本次活动将采用网络远程的方式举行，投资者可登录 "全景路演"网站 (https://rs.p5w.net/html/175611728073329.shtml);或关注微信公众号(名称: 全景财经);或下载全景路演 APP，参与本次互动交流。 活动时间为 2025 年 9 月 19 日(周五)15:00-17:00。届时公司高管、董秘游 爱军先生将在线就公司 2025 半年度业绩、公司治理、发展战略、经营状况等投 资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告！ 证券代码:002825 证券简称:002825 公告编号:2025-051 上海纳尔实业股份有限公司 关于参加 2025 年上海辖区上市公司集体接待日 暨中报业绩说明会活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 ...

证券代码：002825 证券简称：纳尔股份 公告编号：2025-052 上海纳尔实业股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 公司本次的担保对象为公司全资子公司丰城纳尔科技集团有限公司（以下简 称"丰城纳尔"或"被担保方"）。公司为丰城纳尔担保的金额为5,000万元，最近 一期经审计的资产负债率为39.41%。上述担保事项在公司董事会和股东会审议通 过的担保额度范围内，无需再次提交公司董事会或股东会审议。敬请投资者注意 投资风险，理性投资。 一、担保情况概述 为提高公司决策效率，满足控股子公司经营及业务发展需要，根据公司及控 股子公司2025年度经营计划及融资安排，公司于2025年4月21日召开第五届董事 会第十五次会议、于2025年5月13日召开2024年年度股东会，审议通过《关于为 全资子公司提供担保的议案》，同意公司对全资子公司提供总额度不超过4亿元 的担保，并授权公司财务总监报董事长批准后在上述担保额度内与相关金融机构 商讨有关具体业务事宜，并代表公司签署有关协议等。上述担保事项自股东 ...

Company Overview - NAR Co., Ltd. primarily operates in digital printing materials, automotive functional films, and electronic and optical films, contributing approximately 51%, 43%, and 6% to its main business revenue respectively [2] - The company adopts a dual-driven development strategy focusing on "new materials" and "new energy" [2] - In the new materials sector, the digital printing materials business aims to expand market share and enhance the self-supply ratio of raw materials, while automotive protective films and optical films are developed through increased R&D investment and expanded manufacturing capacity [2] - The company has also acquired Dongguan Junhong to enhance synergy and is involved in the hydrogen fuel cell industry in the new energy sector [2] Financial Performance - In the first half of 2025, NAR Co., Ltd. achieved a revenue of 972 million yuan, representing a year-on-year growth of 4.10%, and a net profit of 114 million yuan, marking a significant increase of 79.15% [2] - The growth in performance is attributed to investment gains from the sale of equity in a subsidiary and improvements in cost efficiency in the main business [2] - The gradual release of production capacity from the Jiangxi Fengcheng smart factory and the overseas factory in Thailand has alleviated capacity bottlenecks, supporting business growth [2] Automotive Protective Film Highlights - NAR's PPF brand utilizes self-developed fifth-generation hydrogen bond coating technology, offering high hardness and toughness, scratch resistance, minor scratch and deformation resistance, and self-healing capabilities [3] - The product range includes self-healing and UV-resistant types, benefiting from a partnership with Changshu Institute of Technology for research and development [3] - The brand has a strong technological reserve in functional film technology, with strict production and quality control ensuring product quality and technological advantages [3] Revenue Structure - In the first half of 2025, domestic revenue was 480.3 million yuan, while overseas revenue reached 491.8 million yuan, indicating a relatively stable revenue structure compared to 2024 [4] - The diverse customer base prevents detailed statistics on specific end customer countries [4] Competitive Advantages - In the digital printing materials sector, the company has gained customer trust through R&D innovation and comprehensive services, leading to a leading production scale and market share, with significant advantages in the supply chain [5] - The automotive functional film sector is experiencing rapid growth due to import substitution and consumption upgrades, with the company's products being utilized in both the front and rear markets of automobiles, placing it among the top tier of listed companies in terms of production and sales scale [5] Gross Margin Trends - The gross margins of different product segments have remained stable in recent years [6] - The company possesses cost transmission capabilities due to transparent raw material prices and flexible capacity adjustments, leading to expectations of relatively stable product gross margins in the future [6]

Group 1: Company Overview - The main business segments of Nar Holdings include digital printing materials (51% of revenue), automotive functional films (43%), and electronic and optical films (approximately 6%) [2] - The company's strategy focuses on "new materials and new energy" as dual drivers for growth, emphasizing market share expansion and supply chain depth [2] Group 2: Financial Performance - In the first half of 2025, Nar Holdings achieved revenue of 972 million, a 4.10% increase year-on-year, and a net profit of 114 million, reflecting a 79.15% growth [3] - The company’s earnings per share stood at 0.4 yuan, supported by investment gains from the sale of equity in a subsidiary and improved efficiency in core operations [3] Group 3: Product Characteristics and Competitive Advantages - Nar PPF, the high-end paint protection film brand, utilizes proprietary fifth-generation hydrogen bond coating technology, offering high hardness, scratch resistance, and self-healing capabilities [4] - The company has established a comprehensive marketing service network across China, with over 200 brand agents, ensuring robust customer support and service [7] Group 4: Revenue Structure and Market Presence - In the first half of 2025, domestic revenue was 480.3 million, while overseas revenue reached 491.8 million, indicating a stable revenue structure compared to 2024 [5] - Nar Holdings exports products to over 100 countries and regions, collaborating with numerous international brands, which enhances its market presence [7] Group 5: Market Trends and Future Outlook - The automotive functional film sector is experiencing significant growth due to the rise of electric vehicles and increasing consumer demand for protective films in the automotive market [8] - The company maintains a leading position in the industry, with stable gross margins across different product segments, supported by effective cost management and production adjustments [9]

Core Viewpoint - On September 1, a total of 10 listed companies had their restricted shares unlocked, with a total market value of approximately 5.496 billion yuan [1] Summary by Category Restricted Shares Unlocking - The specific details of the restricted shares unlocking are as follows: - Qingxin Environment (002573): 8.2485 million shares from equity incentive restrictions - Jianke Co., Ltd. (301115): 16.1265 million shares from pre-issue restrictions - Naer Co., Ltd. (002825): 1.2133 million shares from equity incentive restrictions - Guanghetong (300638): 0.5158 million shares from equity incentive restrictions - Liren Technology (001259): 51.66 million shares from pre-issue restrictions - Xutian Salt Industry (600929): 5.295 million shares from equity incentive restrictions - Hanyi Co., Ltd. (301270): 25.9384 million shares from pre-issue restrictions - Wuzhou Special Paper (605007): 1.1687 million shares from equity incentive restrictions - Wufangzhai (603237): 52.9543 million shares from pre-issue restrictions - Aotwei (688516): 16.1989 million shares [1]

Core Viewpoint - The company, Nal Shares, reported a significant increase in net profit and stable revenue growth in the first half of 2025, driven by strategic partnerships and a focus on innovation in the automotive film sector [2][5][6]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 972 million, a year-on-year increase of 4.10% - Net profit reached 114 million, reflecting a substantial year-on-year growth of 79.15% - Basic earnings per share were 0.4 yuan [2][7]. Market Strategy - The company has established a comprehensive marketing service network across China, with over 200 regional brand agents, enhancing customer service [2]. - The international market is a key focus, with products sold in over 90 countries and regions, and collaborations with well-known international companies [2]. Automotive Film Sector - The automotive film segment is experiencing rapid growth, with strategic partnerships established to drive innovation in the invisible car wrap industry [3][5]. - The company is focusing on product innovation and strict quality control to maintain its competitive edge [3][5]. Product Categories and Sales Channels - The automotive protective film products include paint protection film, window film, and color change film, sold through brand agents, 4S dealerships, and original manufacturers [4]. - The market is currently undergoing import substitution and consumption upgrades, providing significant growth opportunities [4]. Future Growth Drivers - The company plans to continue strengthening its core business while exploring partnerships in new materials, new energy, and semiconductor sectors to ensure stable revenue and profit growth [6].

Core Insights - Shanghai Narl Industrial Co., Ltd. hosted a specific research event with 12 institutions, discussing company development, product business, performance, competitive strategies, and future profit growth points [1] Financial Performance - In the first half of 2025, the company achieved revenue of 972 million, a year-on-year increase of 4.10%, and a net profit of 114 million, a year-on-year increase of 79.15%, with basic earnings per share of 0.4 yuan [1] Competitive Strategy - The company has established a marketing service network with over 200 regional brand agents in China for its digital printing products, selling to over 90 countries and regions, and collaborating with many internationally renowned companies [1] - In the automotive functional film market, the company has formed strategic partnerships with well-known manufacturers to drive innovation in the invisible car film industry [1] Product Diversification - The product range includes automotive paint protection films, automotive window films, and color change films, with sales channels through brand agents, automotive 4S shops, and original manufacturers [1] Future Growth Prospects - The company aims to continue its long-term strategy to strengthen its core business, seeking profit growth through digital printing materials, automotive functional films, optical and electronic functional films in 2025 [1]

Company Overview - Shanghai NAR Industrial Co., Ltd. focuses on digital printing materials, automotive functional films, and optical films [2][3] - The company aims to become an expert in precision coating technology and diversify its development strategy [3] Financial Performance - In H1 2025, the company achieved revenue of CNY 972 million, a 4.10% increase year-on-year [3] - Net profit reached CNY 114 million, marking a 79.15% year-on-year growth, with basic earnings per share at CNY 0.4 [3] Market Strategies - Digital printing materials: The company is expanding market share and enhancing the self-supply ratio of raw materials [3][4] - Automotive functional films: Increased R&D investment and manufacturing capacity to drive innovation and market expansion [3][5] - The company has established a marketing network with over 200 regional brand agents in China and exports to over 90 countries [4] Product Development - Automotive protective films include paint protection films, window films, and color change films, with sales through brand agents and automotive 4S stores [5] - The automotive protective film market is experiencing growth due to rising demand for electric vehicles and consumer customization [5] Future Growth Points - The company plans to maintain strategic focus on core businesses while exploring new materials, new energy, and semiconductor core components for multi-level cooperation [6][7]

Group 1 - The core viewpoint of the article highlights the growth in the rubber and plastic products industry in China, with an increase in the number of enterprises and a significant contribution to the industrial sector [1][3]. - As of the first half of 2025, there are 28,268 enterprises in the rubber and plastic products industry, which is an increase of 1,503 enterprises compared to the same period last year, representing a year-on-year growth of 5.62% [1]. - The rubber and plastic products industry accounts for 5.43% of the total industrial enterprises in China [1]. Group 2 - The report referenced is titled "2025-2031 China Plastic Products Industry Market Status Analysis and Future Outlook Report" published by Zhiyan Consulting [1]. - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [2].

纳尔股份8月20日收盘报10.68元，较前一交易日上涨0.06元，涨幅0.56%。当日成交量为79508手，成交 金额达0.84亿元。 8月20日晚间，纳尔股份发布公告称，截至公告披露日，公司及全资子公司无逾期对外担保、无涉及诉 讼的对外担保及因担保被判决败诉而应承担损失的情形。 风险提示：股市有风险，投资需谨慎。 纳尔股份主要从事塑料制品的研发、生产和销售，产品广泛应用于汽车、电子、家电等领域。公司总部 位于上海，属于专精特新企业。 ...