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 答：近期，公司正组织营销部门对市场和客户逐一进行讨 论分析，形成了初步的销售计划。营销部门对 2026 年销售计划 整体持乐观积极态度，但由于宏观经济环境具有复杂性与不确 定性，公司认为 2026 年挑战与机遇并存，机遇大于挑战。 后续，公司将以该初步方案为基础，秉着务实稳健、中性 偏积极的原则，充分研判宏观经济、产业周期、市场竞争格局 等外部环境的不确定性因素，努力在 2026 年实现良好的经营业 绩。 该经营计划目标仅为公司内部战略部署的方向指引及内部 奋斗目标，不代表对社会投资者的承诺。 4、鞋类大客户在公司整体营收中的占比？ 答：公司市场和客户适度多元的经营策略，不依赖单一市 场、单一客户，下游客户较分散，目前公司无单一大客户营收 占比超过 10%。 原则上目前合作规模 5000 万元以上的客户，都可以划定为 大客户范畴。适度分散的客户结构能规避单一客户经营波动、 合作调整等带来的风险，减少对特定客户的依赖，同时反映出 公司在现有鞋类大客户的内部采购份额中，仍有较大提升潜力。 编号：2025-040 | | ...

（文章来源：证券日报） 证券日报网讯 12月12日，安利股份在互动平台回答投资者提问时表示，未来，安利越南将加强市场开 拓，重点拓展东南亚本地及海外目标市场的优质客户，加大体育运动、沙发家居等品牌客户的订单获取 力度，多接订单、扩大收入；同时优化订单结构，聚焦高附加值、大批量订单的承接与交付，提升产能 利用率，推动开工率与盈利能力同步提升。公司客户群体众多，不存在对单一区域、单一客户的依赖。 ...

证券日报网讯12月12日，安利股份（300218）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东总数为17998户(已合并信用账户)。 ...

Core Viewpoint - The company has achieved monthly profitability in its Vietnam factory in October and plans to maintain and expand this profitability through strategic market development and customer diversification [1] Group 1: Profitability and Growth Strategy - The company will strengthen market development in Southeast Asia and overseas, focusing on acquiring orders from high-quality customers in sports and home furniture sectors [1] - The company aims to optimize its order structure by focusing on high-value, large-volume orders to enhance capacity utilization and improve profitability [1] Group 2: Customer Structure and Risk Management - The company has a diverse customer base and does not rely on a single region or customer, which helps mitigate operational risks [1]

证券日报网讯12月11日，安利股份（300218）在互动平台回答投资者提问时表示，2024年，公司归母净 利润为1.94亿元，2015年以来，公司归母净利润年复合增长率为14.98%。现阶段公司股价和市值不高， 一定程度上反映出公司价值未被市场充分认知，也表明公司未来具有较大的成长空间。 ...

Core Viewpoint - The 2025 "Shangzheng Eagle·Golden Quality" awards were announced at the high-quality development conference for listed companies in Chao Lake, Anhui, recognizing outstanding companies and management in the pursuit of high-quality development in China's capital market [1] Group 1: Awards and Recognition - Amway Co., Ltd. received the "Shangzheng Eagle·Golden Quality" Excellent Party Building Award for its achievements in party building [1] - The "Shangzheng Eagle·Golden Quality" award is one of the most authoritative and influential awards in the domestic listed company sector, focusing on market entities that are committed to high-quality development [1] Group 2: Company Profile - Amway Co., Ltd. is a leading enterprise in the ecological functional polyurethane composite materials industry [1] - The company emphasizes "Party building leads the enterprise, continuous healthy development" as its core philosophy, aiming for synergy between party building work and corporate development [1]

南财智讯12月9日电，安利股份在投资者关系活动中表示，公司在绿色材料工艺技术方面积极推进生物 基与回收再生技术的开发与应用，目前已在生物基和回收再生领域实现部分产品量产，但占整体营收比 例较小。未来公司将根据客户需求，进一步开发更高生物基含量的产品，持续强化在生态环保材料领域 的技术储备与市场竞争力。 ...

人民财讯12月8日电，安利股份（300218）12月8日在机构调研时表示，目前公司在生物基和回收再生领 域有部分产品实现量产，但当前在公司整体营收中的占比较小。未来，公司将根据客户需求，开发具有 更高生物基含量的产品。 ...

Group 1 - The core viewpoint of the article is that Amway Co., Ltd. (SZ 300218) announced an investor research meeting scheduled for December 8, 2025, where company executives will address investor inquiries [1] - For the year 2024, Amway's revenue composition is reported to be 98.35% from synthetic leather and 1.65% from other businesses [1] - As of the report, Amway's market capitalization stands at 3.5 billion yuan [1]

Group 1: Company Performance and Market Dynamics - The company's revenue from functional shoe materials and sofa home products accounted for nearly 70% of total revenue by the end of Q3 2025, while automotive interiors and electronics contributed about 30% [3] - The automotive interior segment has shown significant growth due to increased collaborations with automotive brands and specific projects, leading to a rise in revenue share [3] - The company operates in a highly customized industry where order visibility is relatively low due to various market dynamics and customer strategies [2] Group 2: Industry Insights and Competitive Landscape - The synthetic leather market in China is approximately ¥90 billion, with PU synthetic leather representing about 40% of this market [4] - The industry is characterized by low concentration, with many players, but the company has a market share exceeding 20% in certain mid-to-high-end segments [5] - Stricter environmental regulations are leading to the elimination of non-compliant companies, resulting in a clearer industry differentiation [5] Group 3: Product Development and Innovation - The company is actively developing bio-based and recycled materials, although their current revenue contribution is small [8] - The core competitive advantage lies in over 30 years of expertise in polyurethane composite materials, focusing on high-performance and eco-friendly solutions [9] - The company has established strong customer relationships, which are difficult for competitors to replicate due to long certification processes and ongoing evaluations [9] Group 4: Future Growth Strategies - The company plans to expand its market share in the automotive interior segment while balancing resources across various product categories [3] - Future growth in the consumer electronics segment will focus on acquiring new clients and exploring new application scenarios [7] - The company is considering mergers and acquisitions as part of its strategy to deepen its core business and expand related applications, with plans to disclose any developments in accordance with regulations [10]