Core Viewpoint - Nanjing Julong (300644.SZ) has clarified that its current products do not involve ultra-high molecular weight polyethylene materials [1] Company Summary - Nanjing Julong has engaged with investors to provide transparency regarding its product offerings [1]

Core Viewpoint - Nanjing Julong (300644.SZ) focuses on carbon fiber composite components and drone assembly manufacturing through its subsidiary, Julong Composites [1] Group 1: Business Focus - Julong Composites has established a one-stop production line for composite structural parts to complete drone assembly [1] - The company can provide core components such as engine nacelles, shells, auxiliary load-bearing layers, section covers, sound-permeable plates, and composite skirts in bulk [1] Group 2: Product Offerings - The company simultaneously completes the assembly and delivery of multi-rotor, tilt-rotor, and composite-wing drones [1]

南京聚隆（300644.SZ）9月29日在投资者互动平台表示，墨西哥工厂已于2024年下半年正式投产，设计 年产能4万吨。目前处于市场拓展和产能逐步释放阶段。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司墨西哥子公司目前全部投产了吗？是否已经开始 为北美客户批量供货？ ...

证券日报网讯南京聚隆（300644）9月22日在互动平台回答投资者提问时表示，截至2025年9月19日，公 司股东总户数为22233户。 ...

Core Viewpoint - Nanjing Julong Technology Co., Ltd. has shown significant stock price fluctuations and financial performance, with a notable increase in revenue and net profit year-on-year, indicating potential growth opportunities in the polymer materials sector [1][2]. Financial Performance - As of September 19, 2023, Nanjing Julong achieved a revenue of 1.257 billion yuan for the first half of 2025, representing a year-on-year growth of 25.75% [2]. - The company's net profit attributable to shareholders reached 57.3644 million yuan, marking a year-on-year increase of 40.73% [2]. - Cumulatively, the company has distributed 152 million yuan in dividends since its A-share listing, with 69.8396 million yuan distributed over the past three years [3]. Stock Market Activity - On September 23, 2023, Nanjing Julong's stock price decreased by 2.01%, trading at 35.61 yuan per share, with a total market capitalization of 3.916 billion yuan [1]. - The stock has increased by 64.75% year-to-date, but has seen a decline of 4.38% over the last five trading days and 6.80% over the last 20 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 38.8372 million yuan on July 17, 2023 [1]. Business Overview - Nanjing Julong, established on April 27, 1999, specializes in the research, production, and sales of polymer materials and composite materials [2]. - The main revenue sources include modified engineering plastics (45.34%), modified general plastics (35.59%), and other materials [2]. - The company operates within the basic chemical industry, specifically in the plastic and modified plastic sectors, and is involved in various concept sectors such as railway infrastructure and aerospace [2]. Shareholder Information - As of September 19, 2023, the number of shareholders increased to 22,200, with an average of 3,953 circulating shares per person, a decrease of 3.62% from the previous period [2].

证券日报网讯南京聚隆9月22日在互动平台回答投资者提问时表示，目前，公司机器人领域相关业务收 入还较小。 （文章来源：证券日报） ...

Group 1 - The company, Nanjing Julong, stated on September 22 that it does not have any robotic harmonic reducer products [2]

Core Viewpoint - The company, Nanjing Julong (300644.SZ), indicated that its revenue from the robotics sector is currently relatively small [1] Company Summary - Nanjing Julong has acknowledged that its business income related to robotics is still at a minor scale [1]

Group 1 - The company does not have products related to robotic harmonic reducers [1]

Company Overview - Nanjing Julong Technology Co., Ltd. is located at No. 8, Julong Road, Jiangbei New District, Nanjing, Jiangsu Province, established on April 27, 1999, and listed on February 6, 2018 [2] - The company specializes in the research, production, and sales of high polymer new materials and their composite materials [2] - Main business revenue composition includes: modified engineering plastics 45.34%, modified general plastics 35.59%, long glass fiber reinforced materials 8.40%, plastic-wood environmental engineering materials 6.42%, elastomer materials 2.10%, foaming and others 0.90%, carbon fiber composite structural parts 0.74%, and trade products 0.51% [2] Financial Performance - For the period from January to June 2025, Nanjing Julong achieved operating revenue of 1.257 billion yuan, a year-on-year increase of 25.75%, and a net profit attributable to the parent company of 57.3644 million yuan, a year-on-year increase of 40.73% [2] - Cumulative cash dividends since the A-share listing amount to 152 million yuan, with 69.8396 million yuan distributed over the past three years [3] Stock Performance - As of September 17, Nanjing Julong's stock price increased by 2.07%, reaching 38.01 yuan per share, with a total market capitalization of 4.18 billion yuan [1] - Year-to-date, the stock price has risen by 75.86%, with a 7.40% increase over the last five trading days, a 0.83% decrease over the last 20 days, and a 44.17% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on July 17, where net purchases amounted to 38.8372 million yuan [1] Shareholder Information - As of September 10, the number of shareholders of Nanjing Julong is 21,400, an increase of 2.98% from the previous period, with an average of 4,102 circulating shares per person, a decrease of 2.89% [2]