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]

Group 1 - The company is actively engaging with leading clients in the robotics sector for business collaboration and material validation [1] - The company has developed material solutions such as PA, PEEK, long glass fiber reinforced materials, and elastomers for applications in robot joints, feet, and shells, contributing to the lightweight improvement of robots [1] - Currently, the business volume related to robotics is relatively small [1]