证券之星消息，9月9日塑料板块较上一交易日下跌1.92%，安利股份领跌。当日上证指数报收于 3807.29，下跌0.51%。深证成指报收于12510.6，下跌1.23%。塑料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002886 | 沃特股份 | 24.24 | 9.98% | 23.80万 | | 5.62亿 | | 300995 | 奇德新材 | 58.90 | 4.80% | 8.36万 | | 4.90 Z | | 301565 | 中仑新材 | 26.32 | 4.07% | 19.70万 | | 5.19亿 | | 301216 | 万凯新材 | 19.78 | 2.54% | 27.44万 | | 5.43亿 | | 002263 | 大东南 | 4.38 | 1.86% | 393.34万 | | 16.95 Z | | 603580 | *ST艾艾 | 14.58 | 0.90% | 1.04万 | | 1509.14万 | | 30 ...

证券代码：300218 证券简称：安利股份 公告编号：2025-056 安徽安利材料科技股份有限公司（以下简称"公司"、"安利股份"）于2025 年7月16日召开第七届董事会第八次会议，并于2025年8月5日召开2025年第一次 临时股东会，审议通过了《关于公司<第4期员工持股计划（草案）>及其摘要的 议案》等相关议案，同意公司实施第4期员工持股计划，并授权董事会办理公司 第4期员工持股计划的相关事宜，具体内容详见公司刊登于中国证监会指定的创 业板信息披露网站的相关公告。 日前，公司第4期员工持股计划已完成标的股票过户，根据中国证监会《关 于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所上市公司自律 监管指引第2号——创业板上市公司规范运作》的相关规定，现将相关情况公告 如下： 一、本次员工持股计划的股票来源和数量 本次员工持股计划股票来源为公司回购专用账户已回购的安利股份 A 股普 通股股票，共 3,157,700 股，约占公司当前总股本的 1.46%。 安徽安利材料科技股份有限公司 关于第 4 期员工持股计划非交易过户完成的公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假 ...

Company Overview - Amway Co., Ltd. (SZ 300218) announced that on September 5, 2025, it will accept investor research from Guohai Securities and others, with participation from the company's board secretary and deputy general manager, Liu Songxia [1] - As of the report, Amway's market capitalization stands at 4.7 billion yuan [1] Financial Performance - For the year 2024, Amway's revenue composition is as follows: synthetic leather accounts for 98.35% and other businesses account for 1.65% [1]

Group 1: Company Overview and Market Position - The company operates in the polyurethane composite materials industry, characterized by personalized, multi-variety, small-batch, and quick delivery requirements, necessitating strong R&D and production capabilities [2][3] - The domestic synthetic leather market is approximately ¥90 billion, with PU synthetic leather accounting for about 40% of this market [5] - The company has a market share exceeding 20% in certain high-end segments, indicating strong competitiveness, but overall market share has room for improvement [5][9] Group 2: Key Partnerships and Revenue Contributions - Nike is the only Chinese supplier of polyurethane synthetic leather and composite materials, contributing to a "low base, high growth" revenue trend since becoming a strategic partner in January 2025 [3] - Adidas has begun to contribute to revenue, currently in a foundational phase with some orders in mass production [3] Group 3: Revenue Composition and Trends - In the first half of 2025, functional shoe materials and sofa home furnishings accounted for nearly 70% of total revenue, with functional shoe materials remaining stable and sofa home furnishings declining [3][4] - The automotive interior segment is experiencing rapid growth, with new projects expected to enter mass production in late 2025 or 2026 [6] Group 4: Pricing Strategy and Competitive Advantages - The company employs a flexible pricing strategy based on customer needs, competitive landscape, application fields, and target profit margins, rather than a simple cost-plus model [4] - The company has established strong relationships with upstream suppliers, ensuring stable raw material supply and cost control [8] Group 5: Technological and Environmental Leadership - The company is recognized as a "National Green Factory" and has received multiple environmental certifications, emphasizing its commitment to sustainable practices [9] - It holds numerous patents and is a "National Key High-tech Enterprise," showcasing its technological leadership and ability to rapidly develop customized products [8][9]

Group 1 - The company has achieved small batch production and delivery of its first orders in the semiconductor field after two years of technical development and validation, but this will not significantly impact revenue in the short term [2] - The semiconductor project is considered a strategic reserve category for the company, with a longer R&D cycle influenced by various factors such as product differences, technology paths, customer demands, and industry characteristics [2] - In the automotive interior sector, the company has gained more project opportunities due to high product quality and service responsiveness, leading to an increase in orders [2] Group 2 - The company is actively contacting and expanding new automotive brand clients while consolidating existing partnerships, with more automotive brands and designated projects emerging [2] - Some designated projects in the automotive sector are expected to enter mass production in the second half of 2025 or 2026 [2] - The company has a strong technical level and competitive advantage in automotive interior products, with applications in models from major automotive brands such as BYD, Toyota, and others [2]

Core Insights - Anhui Anli Material Technology Co., Ltd. hosted a research event with three securities firms, focusing on the company's business performance and product categories [1] Group 1: Revenue and Profitability - In the first half of 2025, the revenue distribution across product categories remained similar to the first quarter, with functional footwear materials and sofa home furnishings accounting for nearly 70% of total revenue [1] - The revenue share of functional footwear materials remained stable, while the share of sofa home furnishings declined; automotive interior products experienced rapid growth, and electronic products remained stable, with sports equipment showing a slight decline [1] - The company's product operating model is order-driven, leading to varying gross margins across different categories due to factors like product technology content and customization levels [1] Group 2: Market Position and Growth Opportunities - The global polyurethane synthetic leather market is approximately 100 billion yuan, with the domestic market being large but fragmented; the company holds over 20% market share in certain mid-to-high-end segments, indicating room for growth [1] - The company has established partnerships with major brands like Nike and Adidas, enhancing its market position; it is the only Chinese supplier of polyurethane synthetic leather and composite materials for Nike in mainland China [1] - The automotive interior business has gained traction with major automakers like BYD and Toyota, with expectations for new projects to enter mass production in late 2025 or 2026 [1] Group 3: Competitive Advantages - The company possesses technological research and development advantages, holding multiple national-level technology recognitions and core patents [1] - It has established long-term collaborations with well-known brands, ensuring a broad customer base and stable supplier relationships [1] - The company is responding to industry trends by building a factory in Vietnam, leveraging regional advantages to serve international clients in the sports and home furnishings sectors [1]

Revenue Distribution - In the first half of 2025, the revenue distribution among various product categories remained largely stable compared to Q1, with functional footwear materials and sofa home furnishings accounting for nearly 70% of total revenue. Functional footwear materials maintained a stable revenue share, while sofa home furnishings saw a decline. The automotive interior category experienced rapid growth, contributing to approximately 30% of total revenue [2][3]. Gross Margin Analysis - The gross margin varies across product categories due to factors such as product technology content, customization level, and customer tier. Generally, electronic products and automotive interior categories exhibit higher gross margins. The company aims to enhance overall profitability by optimizing product structure and increasing the proportion of high-tech, high-value-added products [3][4]. Strategic Partnerships - The company has established strong partnerships with international brands such as Nike, Adidas, Puma, and Asics, enhancing its competitive advantage. It is the only domestic supplier of polyurethane synthetic leather and composite materials for Nike in mainland China, which has led to increased product development opportunities since becoming a strategic partner in January 2025 [3][4]. Automotive Interior Growth - The company has penetrated the supply chains of major automotive brands, including BYD, Toyota, and Volkswagen. In the first half of 2025, it secured more model projects due to its product quality and service responsiveness, indicating a positive growth trajectory in the automotive interior segment [5][6]. Semiconductor Development - The semiconductor category is a strategic reserve for the company, with a longer R&D cycle compared to mature categories. The company has made substantial progress, achieving small-batch production after two years of development, although it does not significantly impact short-term revenue [5][6]. Market Size and Competition - The domestic synthetic leather market is approximately ¥90 billion, with PU synthetic leather accounting for about 40% of this market. The company holds over 20% market share in certain mid-to-high-end segments but has room for growth in overall market share [6][7]. Competitive Advantages - The company’s competitive edge lies in its technological development, brand partnerships, production capacity, and environmental sustainability. It is recognized as a national manufacturing champion and has established a strong reputation for quality and innovation [7][8]. International Expansion - The establishment of a factory in Vietnam aligns with the trend of polyurethane synthetic leather production moving to Southeast Asia. This move aims to better serve domestic and international brand clients while mitigating tariff risks associated with international trade [8].

Group 1 - Amway Co., Ltd. (SZ 300218) announced that it will hold an investor meeting on August 29, 2025, from 14:00 to 15:30, with participation from the company's board secretary and deputy general manager, Liu Songxia, and securities affairs representative, Chen Liting [1] Group 2 - Nvidia's stock price has experienced a significant decline, resulting in a market value loss of 1.28 trillion yuan, raising concerns among investors who expected a perfect performance but received a 2 billion dollar earnings gap, leading to panic [1]

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]