格隆汇1月22日丨安利股份(300218.SZ)公布，公司实验室于近日通过阿迪达斯（adidas）的实验室认 证，并取得阿迪达斯（adidas）实验室认证证书，有效期两年，自2026年1月21日起至2028年1月21日 止。公司本次取得阿迪达斯（adidas）实验室认证证书，表明公司自主检测能力符合阿迪达斯 （adidas）鞋用材料标准，有利于深化阿迪达斯（adidas）与公司的合作，扩大销售；体现了公司实验 室的检测体系、设备环境及技术能力处于国际品牌认可的领先水平，检测结果具有公信力，对提升公司 品牌影响力、市场竞争力，开拓更多国际高端客户具有积极促进作用。 ...

安利股份（300218）(300218.SZ)公告，公司实验室于近日通过阿迪达斯(adidas)的实验室认证，并取得 阿迪达斯(adidas)实验室认证证书，有效期两年，自2026年1月21日起至2028年1月21日止。 ...

智通财经APP讯，安利股份(300218.SZ)公告，公司实验室于近日通过阿迪达斯(adidas)的实验室认证， 并取得阿迪达斯(adidas)实验室认证证书，有效期两年，自2026年1月21日起至2028年1月21日止。 ...

（文章来源：证券日报） 证券日报网讯 1月22日，安利股份在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东 总数为18092户（已合并信用账户）。 ...

安利股份公告，公司实验室近日通过阿迪达斯的实验室认证，取得阿迪达斯实验室认证证书，有效期两 年，自2026年1月21日起至2028年1月21日止。公司于2024年5月成为阿迪达斯合格供应商后，积极进行 实验室认证工作。通过认证后，公司供给阿迪达斯的鞋用聚氨酯合成革及TPU材料的22项测试项目可由 公司实验室进行自主检测分析，检测结果直接获得阿迪达斯认可。此次认证有利于深化与阿迪达斯合 作，扩大销售，提升公司品牌影响力和市场竞争力。 ...

证券代码：300218 证券简称：安利股份 公告编号：2026-001 公司于2024年5月成为阿迪达斯（adidas）合格供应商后，为满足阿迪达斯（adidas） 鞋用材料检测需求，公司积极开展阿迪达斯（adidas）实验室认证工作。期间，阿迪达 斯（adidas）授权委托国际权威第三方检测机构，按照阿迪达斯（adidas）制定的考核 标准，分别从实验室软硬件、人员素养和检测开发能力等方面，对安利股份实验室进行 全面的现场考核并出具评审报告，将相关结果提交阿迪达斯（adidas）审核。经阿迪达 斯（adidas）对考核和评审结果进行最终审核确认，安利股份成功通过阿迪达斯（adidas） 实验室认证，并于近期收到了认证证书。 通过阿迪达斯（adidas）实验室认证后，公司供给阿迪达斯（adidas）的鞋用聚氨 酯合成革及TPU材料，其耐磨、耐水解、色牢度、拉伸强度、顶破强度、剥离强度等22 项测试项目，可由公司实验室进行自主检测分析，检测分析指标结果直接获得阿迪达斯 （adidas）认可。 二、对公司的影响 公司本次取得阿迪达斯（adidas）实验室认证证书，表明公司自主检测能力符合阿 迪达斯（adidas） ...

Group 1 - Company X is a core supplier in Apple's supply chain, focusing on RF components and electromagnetic shielding products, deeply integrated with Apple's antenna and wireless charging module needs [1] - The company is actively expanding into automotive electronics, developing in-vehicle wireless charging and communication modules to smooth out fluctuations in the consumer electronics cycle [1] - As Apple increases its demand for intelligent and integrated terminal devices, the company's technological accumulation in the RF field is expected to translate into order advantages [1] Group 2 - Company Y indirectly enters Apple's supply chain through subsidiaries, primarily providing display modules and power management components for smart TVs [2] - The company is accelerating its "home appliance + IoT" strategy, creating multi-scenario smart terminal collaborative solutions around the Apple ecosystem [2] - The trend of integration between consumer electronics and home appliances provides new business extension opportunities for the company [2] Group 3 - Company Z focuses on the development and manufacturing of automated testing equipment, covering performance testing for core components like Apple chips and camera modules [3] - The company's equipment has achieved industry-leading precision and stability, enabling rapid response to Apple's new product testing needs [3] - The company is actively expanding into the semiconductor testing equipment field to break through the limitations of the single consumer electronics market [3] Group 4 - Company A specializes in precision screen printing equipment, providing production equipment for circuit board printing and component packaging for Apple [4] - The company's equipment meets Apple's stringent manufacturing requirements in terms of precision, efficiency, and stability [4] - As the Apple supply chain upgrades to high-end manufacturing, the company is expected to benefit from equipment renewal demands [4] Group 5 - Company B provides high-performance copper foil materials for Apple's circuit boards and battery current collectors, leveraging a complete copper processing industry chain [5] - The company is increasing R&D investment in ultra-thin copper foil to meet Apple's material upgrade needs amid the trend of lightweight consumer electronics [5] - The growing demand for copper foil in the electric vehicle sector also brings new revenue growth for the company [5] Group 6 - Company C is a long-standing supplier in Apple's supply chain, focusing on diodes and other semiconductor discrete devices widely used in Apple's power management and signal transmission modules [6] - The company is expanding its automotive-grade device business to enhance its risk resistance amid industry cycle fluctuations [6] - Investment in the R&D of third-generation semiconductor devices is expected to open up long-term growth opportunities for the company [6] Group 7 - Company D specializes in functional structural components for consumer electronics, providing battery protection boards and heat dissipation modules for Apple [7] - The company's products meet Apple's design requirements for lightweight and integrated solutions through precision stamping and injection molding technology [7] - The company is positioning itself in the wearable devices and smart home sectors to seize growth opportunities in niche markets [7] Group 8 - Company E provides high-performance aluminum alloy materials for Apple's terminal devices, achieving industry-leading strength and lightweight standards [9] - The company continuously optimizes product competitiveness through technological iterations to meet Apple's increasing material performance requirements [9] - The demand for aluminum alloy materials in the electric vehicle sector also presents new growth opportunities for the company [9] Group 9 - Company F focuses on magnesium alloy materials, providing lightweight structural solutions for Apple [10] - The company leverages its R&D and large-scale production capabilities in magnesium alloys to gain more market share in Apple's supply chain [10] - The company is also accelerating its layout in the electric vehicle sector for magnesium alloy applications, creating a second growth curve [10] Group 10 - Company G, as a core authorized distributor for Apple, utilizes a nationwide offline channel network for the distribution and retail of Apple products [11] - The company is promoting a new retail model that integrates online and offline channels to enhance user experience and operational efficiency [11] - Its deep cooperative relationship with Apple serves as a core barrier in the competitive landscape [11] Group 11 - Company H provides chip packaging and testing services for Apple, covering core components like RF chips and storage chips [12] - The company maintains a significant position in Apple's supply chain due to its advanced packaging technology and large-scale manufacturing capabilities [12] - The company is accelerating its layout in automotive-grade chip packaging to adapt to industry structural changes [12] Group 12 - Company I participates in Apple's supply chain through air logistics services, ensuring efficient and safe delivery of core components globally [13] - The company has a robust air freight network and customized logistics solutions to support Apple's supply chain resilience [13] - The company is also expanding its cross-border e-commerce logistics business to enhance business diversification [13] Group 13 - Company J provides brand marketing services for Apple, focusing on offline event planning and content dissemination [14] - The company leverages its marketing experience and creativity to effectively communicate Apple's brand value [14] - The trend of content and scenario-based marketing in consumer electronics allows the company to create immersive marketing experiences for Apple [14] Group 14 - Company K offers communication network optimization services for Apple, ensuring stable network operations for Apple stores and data centers [15] - The company can quickly respond to Apple's network needs, supporting user experience upgrades [15] - The company is enhancing its service capabilities through technological upgrades in the context of 5G and IoT technology proliferation [15] Group 15 - Company L provides acoustic components for Apple, primarily used in audio output modules for devices like iPhones and headphones [16] - The company continuously optimizes its acoustic solutions through R&D investments to enhance product value [16] - The company is expanding into smart speakers and automotive acoustic businesses to unlock new growth opportunities [16] Group 16 - Company M specializes in precision metal structural components for Apple, providing essential parts like frames and brackets [18] - The company achieves industry-leading precision and consistency through advanced processing technology and large-scale manufacturing capabilities [18] - The company is also expanding into the electric vehicle structural component business to mitigate fluctuations in the consumer electronics cycle [18] Group 17 - Company N provides market research and data analysis services to support Apple's decision-making, focusing on user behavior research and product experience optimization [19] - The company utilizes a professional research team and big data technology to provide precise market insights for Apple [19] - In the context of intensified competition in the consumer electronics market, the company helps Apple enhance user stickiness and market share through in-depth data analysis [19] Group 18 - Company O supplies acoustic terminal products like headphones to Apple, meeting the ecological standards for sound quality and wearing experience [20] - The company continuously optimizes product performance through technological upgrades to expand application scenarios within Apple's ecosystem [20] - The company is also developing acoustic solutions for smart wearable devices to create long-term growth momentum [20] Group 19 - Company P provides deep processing glass technology for Apple, supplying display and structural glass for terminal devices [21] - The company's products achieve industry-leading strength and optical performance, aligning with Apple's requirements for product appearance and durability [21] - The trend of upgrading consumer electronics glass to larger sizes and higher transparency drives the company to continuously enhance its competitiveness [21] Group 20 - Company Q offers vacuum coating equipment for Apple, primarily used for surface treatment of screens and structural components [22] - The company's equipment meets Apple's manufacturing needs in terms of coating precision and stability [22] - The company helps Apple achieve differentiated competition through equipment technology iterations amid trends of upgrading appearance and performance in consumer electronics [22] Group 21 - Company R provides communication chips and modules for Apple, mainly used in smart home devices for connectivity [23] - The company's products meet Apple's ecological standards in terms of stability and compatibility [23] - The company is also expanding into automotive-grade communication chip business to unlock new growth opportunities [23] Group 22 - Company S specializes in machine vision inspection equipment for Apple, providing solutions for appearance and performance testing of terminal devices [24] - The company's equipment achieves industry-leading precision and efficiency through advanced visual algorithms and optical technology [24] - The company continuously enhances its inspection capabilities through equipment iterations, deeply participating in Apple's quality control system [24] Group 23 - Company T supplies environmentally friendly synthetic leather materials for Apple, used in accessories and smart device exterior components [25] - The company's products meet Apple's design requirements in terms of environmental friendliness and texture [25] - The trend of green and low-carbon transformation in consumer electronics drives the company to continuously optimize product performance through material innovation [25] Group 24 - Company U provides offline home furnishing showrooms for Apple, showcasing and selling smart home products [26] - The company helps Apple reach a broader family user base through its nationwide channel network [26] - The acceleration of the smart home ecosystem's implementation allows the company to enhance market penetration for Apple's smart home products [26] Group 25 - Company V offers supply chain logistics services for Apple, primarily handling warehousing and distribution of components [27] - The company ensures efficient operation of Apple's supply chain through intelligent logistics systems and customized solutions [27] - The company enhances logistics resilience to help Apple cope with uncertainties amid global supply chain restructuring [27] Group 26 - Company W provides display testing equipment for Apple, focusing on performance and defect detection of terminal screens [28] - The company's equipment meets Apple's high standards in precision and stability through advanced testing technology and algorithm capabilities [28] - The company continuously enhances its testing capabilities through equipment iterations, deeply participating in Apple's product quality control [28] Group 27 - Company X provides semiconductor packaging and module manufacturing services for Apple, covering core components like RF chips and power management chips [29] - The company maintains a significant position in Apple's supply chain due to its advanced manufacturing technology and large-scale capacity [29] - The company is accelerating its layout in automotive-grade chip business to adapt to industry structural changes [29] Group 28 - Company Y provides automated assembly equipment for Apple, primarily used in the precision assembly of terminal devices [30] - The company's equipment meets Apple's manufacturing needs in terms of efficiency and stability through advanced automation technology [30] - The company continuously enhances its assembly capabilities through equipment iterations, deeply participating in Apple's production system [30] Group 29 - Company Z provides functional testing fixtures and automation equipment for Apple, focusing on performance testing and validation of terminal devices [31] - The company's products meet Apple's high standards in precision and reliability through a professional R&D team and manufacturing capabilities [31] - The company supports Apple's efficient product launches by quickly responding to customer needs amid the accelerated pace of consumer electronics iteration [31] Group 30 - Company A provides precision functional structural components for Apple, primarily used in internal components of devices like iPhones and iPads [32] - The company's products meet Apple's design requirements in terms of stability and integration through mature manufacturing processes and quality control [32] - The company is also expanding into the electric vehicle structural component business to unlock new growth opportunities [32] Group 31 - Company B supplies rare earth permanent magnet materials for Apple, used in components like vibration motors and sensors [33] - The company's materials meet Apple's technical requirements in terms of magnetic performance and stability through advanced rare earth processing technology [33] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance through material innovation [33] Group 32 - Company C provides quartz crystal components for Apple, primarily used in clock and frequency control modules of terminal devices [34] - The company's products meet Apple's high standards in precision and stability through mature crystal manufacturing technology [34] - The trend of high-frequency and high-speed upgrades in consumer electronics drives the company to continuously optimize product performance [34] Group 33 - Company D provides display touch modules for Apple, primarily used in screen components of iPhones and iPads [35] - The company's products meet Apple's ecological standards in terms of touch sensitivity and display quality through advanced display technology and manufacturing capabilities [35] - The trend of flexible and high-refresh-rate upgrades in display technology drives the company to continuously enhance module performance [35] Group 34 - Company E, as a core strategic supplier for Apple, specializes in precision connectors and modules widely used in devices like iPhones and headphones [37] - The company occupies a core position in Apple's supply chain due to its full industry chain layout and large-scale manufacturing capabilities [37] - The company is accelerating its layout in automotive electronics to create a long-term growth engine [37] Group 35 - Company F provides rare earth permanent magnet materials for Apple, used in components like motors and sensors [38] - The company's materials meet Apple's high standards in terms of performance and consistency through advanced rare earth permanent magnet technology [38] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [38] Group 36 - Company G provides display solutions for Apple, primarily used in brand display and interactive experience scenarios in Apple stores [39] - The company leverages advanced display technology and creativity to create immersive brand communication scenarios for Apple [39] - The trend of scenario-based marketing in consumer electronics allows the company to continuously enhance its service capabilities and strengthen its partnership with Apple [39] Group 37 - Company H provides functional film materials and automation equipment for Apple, primarily used in screen protection and assembly processes [40] - The company's products meet Apple's design requirements in terms of protection performance and fitting precision through advanced film material R&D and manufacturing capabilities [40] - The trend of lightweight upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [40]

Sales Performance - In 2025, the company experienced mixed sales results across product categories, with stable positions in functional footwear materials and sofa home furnishings, a decline in sports equipment, stable performance in consumer electronics, and growth in automotive interior materials [2][3]. - The automotive interior market is increasingly adopting PU materials, particularly among new energy vehicle manufacturers, due to their superior physical properties and eco-friendliness [2][3]. 2026 Sales Outlook - The marketing department holds an optimistic view for 2026 sales, acknowledging both challenges and opportunities in a complex macroeconomic environment, with a focus on expanding market share and revenue in functional footwear, sofa home furnishings, automotive interiors, and consumer electronics [4]. - The company aims for a steady and moderately positive production and operational plan for 2026, targeting improved performance through market expansion and product development [4]. Key Client Relationships - The company upgraded to a strategic partner with Nike in 2025, leading to increased sales and a goal to further enhance its share within Nike in 2026 [4]. - Collaborations with Adidas are in a growth phase, with production expected to ramp up in 2026, alongside maintaining strong relationships with brands like Puma, Asics, Anta, Li Ning, and Tebu [4][5]. Order and Production Status - The company employs a sales-driven production model, expecting stable order conditions in Q1 2026, with overall production and operations running smoothly [5]. - In the consumer electronics sector, the company is actively expanding its client base and developing new products to meet lightweight and high-performance demands [6]. Market Expansion in Emerging Fields - The company has achieved some production orders in the semiconductor and healthcare materials sectors, although these currently represent a small portion of overall revenue [6]. - There is ongoing development in the field of embodied intelligence, with efforts to optimize sample performance and appearance based on client feedback, although substantial orders have yet to materialize [6]. International Operations - In August 2025, Amway Vietnam launched two remaining production lines, leading to a gradual release of capacity and achieving monthly profitability in Q4 2025, despite an overall loss for the year [6].

（文章来源：证券日报） 证券日报网讯 1月15日，安利股份在互动平台回答投资者提问时表示，公司将努力经营管理好企业，做 大做强主业，加强投资者关系管理，增进资本市场对公司的了解和认知，依法合规运用好多种市值管理 工具，努力为股东创造良好回报。 ...

证券日报网讯1月13日，安利股份（300218）在互动平台回答投资者提问时表示，半导体领域的相关业 务，对于具体的客户名称及合作细节，基于与合作方共同遵守的保密协议约定，公司不便单方面进行确 认或披露；目前该部分业务营收在公司整体营收中占比较小，对公司经营业绩不构成重大影响。 ...