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]

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 goods 0.51% [2] Financial Performance - For the first half of 2025, Nanjing Julong achieved operating revenue of 1.257 billion yuan, a year-on-year increase of 25.75% [2] - The net profit attributable to the parent company was 57.3644 million yuan, representing a year-on-year growth 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 12, Nanjing Julong's stock price decreased by 2.01%, trading at 35.67 yuan per share, with a total market capitalization of 3.923 billion yuan [1] - Year-to-date, the stock price has increased by 65.03%, with a 1.59% rise over the last five trading days, an 8.47% decline over the last 20 days, and a 48.11% 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 it recorded a net purchase of 38.8372 million yuan [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 [1] - The company specializes in the research, production, and sales of high polymer new materials and their composite materials [1] Business Performance - For the first half of 2025, Nanjing Julong achieved operating revenue of 1.257 billion yuan, a year-on-year increase of 25.75% [2] - The net profit attributable to the parent company was 57.3644 million yuan, reflecting a year-on-year growth of 40.73% [2] Stock Performance - As of September 11, Nanjing Julong's stock price increased by 2.03%, reaching 36.11 yuan per share, with a total market capitalization of 3.971 billion yuan [1] - The stock has risen 67.07% year-to-date, with a 7.15% increase over the last five trading days, a 4.52% decrease over the last 20 days, and a 47.85% increase over the last 60 days [1] Shareholder Information - As of August 29, the number of shareholders for Nanjing Julong was 20,800, a decrease of 10.99% from the previous period [2] - The average circulating shares per person increased by 12.35% to 4,224 shares [2] Dividend Distribution - Nanjing Julong has distributed a total of 152 million yuan in dividends since its A-share listing, with 69.8396 million yuan distributed over the past three years [3] Industry Classification - Nanjing Julong belongs to the basic chemical industry, specifically in the plastic and modified plastic sector [2] - The company is associated with various concept sectors, including railway infrastructure, small-cap stocks, commercial aerospace, absorbing materials, and drones [2]

Market Overview - The plastic sector experienced a decline of 0.3% on September 10, with Qide New Materials leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Performers in the Plastic Sector - Dongcai Technology (601208) saw a closing price of 18.04, with a significant increase of 7.89% and a trading volume of 729,000 shares, amounting to a transaction value of 1.291 billion [1] - Wankai New Materials (301216) closed at 21.14, up 6.88%, with a trading volume of 371,800 shares and a transaction value of 762 million [1] - Jiangsu Boyun (301003) closed at 36.82, up 5.38%, with a trading volume of 31,800 shares and a transaction value of 115 million [1] Underperformers in the Plastic Sector - Qide New Materials (36600E) closed at 53.71, down 8.81%, with a trading volume of 67,100 shares and a transaction value of 370 million [2] - Dadongnan (002263) closed at 4.14, down 5.48%, with a trading volume of 2,613,900 shares and a transaction value of 1.093 billion [2] - Jinfatech (600143) closed at 17.53, down 4.26%, with a trading volume of 2,258,200 shares and a transaction value of 400.5 million [2] Capital Flow Analysis - The plastic sector experienced a net outflow of 876 million from institutional investors, while retail investors saw a net inflow of 754 million [2] - Major stocks like Dongcai Technology had a net inflow of 1.07 billion from institutional investors, while retail investors had a net outflow of 36.06 million [3] - Wankai New Materials had a net inflow of 1.09 million from institutional investors, with a net outflow of 3.04 million from retail investors [3]

证券日报网讯南京聚隆（300644）9月8日在互动平台回答投资者提问时表示，公司对产品的定价会综合 考虑市场行情及上游原材料价格趋势、生产成本等诸多因素，公司始终致力于保持价格的稳定性和合理 性，以维护客户利益和市场稳定。 ...

Group 1 - The company Nanjing Julong (300644) focuses on the research and production of advanced composite materials through its subsidiary Julong Composite Materials [1] - The main business of the company includes carbon fiber composite structural components and parts, as well as complete machine assembly [1] - Currently, the primary application of the company's products is in the drone sector [1]

Group 1 - The company Nanjing Julong (300644.SZ) confirmed on September 8 that its subsidiary, Julong Composites, has undertaken the production of drone components and assembly tasks for multiple domestic companies [2] - However, the company clarified that it has not been involved with the specific drone model pd2900 mentioned by the investor [2]

Group 1 - The company, Nanjing Julong (300644.SZ), has not yet ventured into the offshore engineering equipment industry [2]

Group 1 - The company has a subsidiary, Julong Composite Materials, focused on the research and production of advanced composite materials [2] - The main business of the subsidiary includes carbon fiber composite structural components and assembly of complete machines [2] - Currently, the primary application of the company's products is in the field of drones [2]