此外，在汽车内饰领域，公司上半年凭借优质的产品质量与服务响应速度等，赢得了更多车型项目的定点机会，带动订单增 长。在巩固与现有客户合作的基础上，公司积极联系、拓展新的车企品牌，服务的汽车品牌和定点项目呈现增多态势，其中 部分定点项目预计在2025年下半年或2026年量产。 9月3日，安利股份在接受特定对象调研时表示，在半导体领域，依托公司在聚氨酯复合材料领域的技术积累，公司历经两年 的技术开发与验证，目前首批小批量订单已实现量产交付，短期内对公司营收不构成重大影响。后续，公司将积极拓展相关 客户，探索该领域的新增长点。 安利股份称，半导体作为公司的战略储备品类，其研发周期受产品差异、技术路径、客户需求及行业特性等多重因素影响， 难以形成统一的时间标准。相较于公司功能鞋材、沙发家居等成熟品类，半导体项目的技术开发、性能测试、客户验证、产 线适配等各阶段耗时弹性较大，因此整体研发周期更长。 （校对/黄仁贵） 目前，安利股份在汽车内饰品类技术水平和综合竞争优势优良，服务的汽车品牌众多，公司产品在比亚迪、丰田、赛力斯、 小鹏、长城、江淮、奇瑞等主流汽车品牌的部分车型上实现应用。 ...

点击查看公告原文>> 责任编辑：小浪快报 调研核心内容各品类营收占比及变化：2025年上半年公司各品类营收占比与一季度大体相当。功能鞋 材、沙发家居两大优势品类合计占比近70%，其中功能鞋材营收占比总体稳定，沙发家居有所下降；汽 车内饰品类营收快速增长、占比提升，电子产品稳定，体育装备略有下降，这几类合计营收占比约 30%。各品类毛利率：公司产品经营模式是以销定产、订单驱动。不同品类毛利率因产品技术含量、定 制化程度、客户层级等因素存在差异。功能鞋材、沙发家居品类毛利率呈现"分层分化"，有基础款与高 附加值产品的不同毛利率。公司通过优化产品结构、升级客户层级提升整体盈利水平。功能鞋材发展空 间：公司功能鞋材客户广泛，与耐克、阿迪达斯等国际品牌及安踏等国内主流品牌均有合作。如公司是 耐克在中国大陆唯一中资鞋用聚氨酯合成革及复合材料供应商，2025年1月升级为战略合作伙伴后合作 增多；2024年5月成为阿迪达斯合格供应商，2025年持续蓄力。同时与彪马、亚瑟士等合作稳步推进， 并积极培育新动能。汽车内饰业务进展：公司汽车内饰产品已切入比亚迪、丰田等车企供应链。2025年 上半年凭借产品质量与服务响应速度赢得更多车 ...

证券代码：300218 证券简称：安利股份 安徽安利材料科技股份有限公司投资者关系活动记录表 编号：2025-026 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | 现场参观 | | | □其他 | | 参与单位名称及 | 1、方正证券：林建东、杨宇禄； | | 人员姓名 | 2、华安证券：刘天其； | | | 3、东方财富证券：梅宇鑫。 | | 时间 2025 | 年 月 日 9 3 9:30-11:30 | | 地点 | 公司行政楼九楼会议室 | | 上市公司接待人 | 董事会秘书、副总经理：刘松霞 | | 员姓名 | 证券事务代表：陈丽婷 | | | 证券助理：高杰晶 一、参观公司展厅； | | | 二、主要问题及回答： | | | 1、2025 年上半年公司各品类营收占比及变化情况？ | | | 答：2025 年上半年公司各品类营收占比，较一季度大体相 | | | 当，个别品类有增有减。功能鞋材、沙发家居两大优势品类合 | | | 计占比接近 70%，其中，功能鞋材营收占比 ...

每经头条（nbdtoutiao）——英伟达股价连续跳水，1.28万亿元市值蒸发！投资者：都认为你能考100 分，但你只考了98！2亿美元"业绩缺口"，为何引发恐慌？ 每经AI快讯，安利股份（SZ 300218，收盘价：24.97元）发布公告称，2025年8月29日14:00-15:30，安 利股份接受申万宏源证券等投资者调研，公司董事会秘书、副总经理刘松霞、证券事务代表陈丽婷参与 接待，并回答了投资者提出的问题。 （记者 胡玲） ...

证券代码：300218 证券简称：安利股份 安徽安利材料科技股份有限公司投资者关系活动记录表 编号：2025-025 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 | | | 1、申万宏源证券：马昕晔； | | 参与单位名称及 | 2、交银施罗德基金：何雄； | | 人员姓名 | 3、民生证券：李金凤； | | | 4、华泰证券：李思佳； | | | 5、华西证券：王鹤锟。 | | 时间 2025 | 年 月 日 8 29 14:00-15:30 | | 地点 | 公司行政楼九楼会议室 | | 上市公司接待人 | 董事会秘书、副总经理：刘松霞 | | 员姓名 | 证券事务代表：陈丽婷 一、主要问题及回答： | | | 1、请简要介绍公司业务布局及当前订单情况。 答：30 | | | 余年来，公司始终聚焦聚氨酯复合材料主业，以"高 | | | 性能、多功能、生态环保"为核心发展方向，在坚持产业专业 | | | 化与产品特色化的基础上，兼顾品类及市场的适 ...

Market Performance - The plastic sector increased by 1.55% compared to the previous trading day, with Shangwei New Materials leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Top Gainers in Plastic Sector - Shangwei New Materials (688585) closed at 87.61, up 10.79% with a trading volume of 206,700 shares and a transaction value of 1.732 billion [1] - Dongcai Technology (601208) closed at 19.40, up 9.98% with a trading volume of 1,260,700 shares and a transaction value of 2.374 billion [1] - Wankai New Materials (301216) closed at 17.32, up 5.61% with a trading volume of 261,900 shares and a transaction value of 444 million [1] Market Capital Flow - The plastic sector experienced a net outflow of 685 million from institutional investors, while retail investors saw a net inflow of 563 million [2] - The overall market showed a mixed trend with significant movements in individual stocks, indicating varied investor sentiment [2] Individual Stock Capital Flow - Dongcai Technology had a net inflow of 306 million from institutional investors, but a net outflow of 15.4 million from retail investors [3] - Shangwei New Materials saw a net inflow of 46.74 million from institutional investors, with retail investors experiencing a net outflow of 31.81 million [3] - Anli Co. (300218) had a net inflow of 11.4 million from institutional investors, while retail investors faced a net outflow of 81.15 million [3]

Core Viewpoint - Company focuses on polyurethane composite materials, emphasizing high performance, multifunctionality, and eco-friendliness, while maintaining a diversified product matrix and business structure [2][3]. Business Layout - Company has established a "2+2+2+2" product matrix, focusing on core business while promoting product and customer structure upgrades [2][3]. - The main categories include functional shoe materials and sofa home furnishings, which together account for nearly 70% of revenue, with automotive interiors and electronic products growing rapidly [4][12]. Revenue and Profitability - In the first half of 2025, the company's main revenue was 1.099 billion yuan, a decrease of 2.4% year-on-year, while net profit increased by 0.91% to 93.25 million yuan [12]. - The gross margin for electronic products and automotive interiors is relatively high, while functional shoe materials and sofa home furnishings show a differentiated gross margin based on product type and customer requirements [5][12]. Market Position and Growth Potential - The synthetic leather industry in China is valued at approximately 90 billion yuan, with PU synthetic leather accounting for about 40% of this market [10]. - Company has a market share exceeding 20% in certain mid-to-high-end segments, indicating strong competitive advantages [10]. - The company is recognized as a "national manufacturing single champion demonstration enterprise," highlighting its prominent industry position [10]. Strategic Partnerships - Company maintains strong relationships with international brands such as Nike and Adidas, enhancing its competitive edge in the functional shoe materials category [7][8]. - The company is the only qualified supplier of polyurethane synthetic leather and composite materials for Nike in mainland China, indicating a strategic partnership that has expanded since early 2025 [7]. Future Outlook - The company is optimistic about the growth of its functional shoe materials category, with significant potential for increased market share among major brands [8]. - The automotive interior segment is expected to benefit from the expanding global automotive market and increasing penetration of new energy vehicles, providing ample growth opportunities [9].

证券代码：300218 证券简称：安利股份 安徽安利材料科技股份有限公司投资者关系活动记录表 编号：2025-024 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | 现场参观 | | | □其他 | | | 1、中泰证券：王芳、鲍雅； 2、华泰柏瑞基金：沈雪峰； | | 参与单位名称及 | 3、鑫元基金：李彪； | | 人员姓名 | 4、申万菱信：苗琦； | | | 5、招商基金：张西林； | | | 6、投资者：葛军等。 | | 时间 2025 | 年 月 日 8 27 10:00-12:00 | | 地点 | 公司行政楼九楼会议室 | | 上市公司接待人 | 董事会秘书、副总经理：刘松霞 | | 员姓名 | 证券事务代表：陈丽婷 一、参观公司展厅、部分生产车间； | | | 1、请简要介绍公司现有的业务布局情况。 | | | 二、主要问题及回答： | | | 答：30 余年来，公司始终聚焦聚氨酯复合材料主业，以"高 | | 投资者关系活动 | 性能、多功能、生态环保"为核心发展 ...

Core Viewpoint - The company reported a slight decline in revenue for the first half of 2025, but managed to achieve a modest increase in net profit, indicating resilience in profitability despite revenue challenges [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 1.1 billion yuan, a year-on-year decrease of 2.4%, while net profit attributable to shareholders was 90 million yuan, an increase of 0.9% year-on-year [1]. - The second quarter of 2025 saw revenue of 540 million yuan, down 7.0% year-on-year and 1.9% quarter-on-quarter, with net profit of 50 million yuan, reflecting a year-on-year decline of 8.4% but a quarter-on-quarter increase of 0.9% [1]. Product Performance - The average selling price of products increased by 7.4% year-on-year, contributing to a stable gross margin in the synthetic leather business, which recorded a gross margin of 26.2%, a slight decrease of 0.02 percentage points year-on-year [2]. - The synthetic leather business generated revenue of 1.08 billion yuan, down 2.2% year-on-year, with the ecological functional synthetic leather and ordinary synthetic leather segments achieving revenues of 1.03 billion yuan and 50 million yuan, respectively, reflecting year-on-year declines of 1.3% and 18.6% [2]. Production Capacity Expansion - The company is steadily advancing the construction of its production base in Vietnam, with two dry composite production lines completed and in trial production as of August 2025, which is expected to enhance production capacity [3]. - Sales revenue from the Vietnam base increased by 66.3% year-on-year, with a reduction in losses by 5.774 million yuan compared to the previous year [3]. - Once all four production lines in Vietnam are fully operational, the company will have an annual production capacity of 18 million meters for polyurethane synthetic leather and composite materials, further enhancing supply capabilities [3]. Profit Forecast and Valuation - The company is projected to achieve revenues of 2.64 billion yuan, 3.04 billion yuan, and 3.57 billion yuan for the years 2025 to 2027, representing year-on-year growth rates of 10.0%, 15.1%, and 17.3%, respectively [3]. - Net profit attributable to shareholders is expected to reach 260 million yuan, 310 million yuan, and 390 million yuan for the same period, with year-on-year growth rates of 35.2%, 18.1%, and 24.9% [3]. - Based on the closing price on August 26, the corresponding price-to-earnings ratios are projected to be 19, 16, and 13 times for the years 2025, 2026, and 2027, respectively, with a strong recommendation rating [3].

据证券之星公开数据整理，近期安利股份（300218）发布2025年中报。截至本报告期末，公司营业总收 入10.99亿元，同比下降2.4%，归母净利润9325.16万元，同比上升0.91%。按单季度数据看，第二季度 营业总收入5.44亿元，同比下降7.01%，第二季度归母净利润4683.48万元，同比下降8.41%。本报告期 安利股份盈利能力上升，毛利率同比增幅0.55%，净利率同比增幅4.83%。 本次财报公布的各项数据指标表现一般。其中，毛利率26.07%，同比增0.55%，净利率8.66%，同比增 4.83%，销售费用、管理费用、财务费用总计9875.82万元，三费占营收比8.98%，同比增0.15%，每股净 资产6.76元，同比增10.6%，每股经营性现金流0.18元，同比减19.98%，每股收益0.44元，同比增0.9% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 11.26亿 | 2666'0I | -2.40% | | 归母净利润(元) | 9240.78万 | 9325.16万 | 0.91% ...