Core Insights - Nanjing Julong, a leading manufacturer in polymer modification and high-performance composite materials, is entering the FDM 3D printing materials market with the establishment of a new subsidiary, Jucoole [1][5] - The move signifies a shift towards higher-end, specialized functional materials in the domestic 3D printing sector, leveraging over 20 years of technological expertise [1][10] Company Background - Founded in 1999, Nanjing Julong is a key player in high-performance modified plastics and special composite materials, serving critical industries such as high-speed rail, automotive, and aerospace [4] - The company holds 151 authorized patents, including 75 invention patents, and has been recognized as a national-level "little giant" enterprise [4][10] Jucoole's Product Offering - Jucoole's product matrix includes a comprehensive range of materials from entry-level PLA to industrial-grade engineering materials, catering to both consumer and industrial markets [7] - The product lines encompass PLA series, aesthetic series, engineering filament series, and specialty materials, addressing diverse application needs [7] R&D and Production Capabilities - Jucoole is equipped with a modern 9,000 square meter facility and over 11 specialized production lines, with an expected annual output of 1,200 tons [5] - The company has established joint innovation laboratories with several universities and research institutions to enhance polymer material modification and 3D printing performance [12] Strategic Development Phases - Nanjing Julong's strategy for the 3D printing business is structured in three phases: rapid adaptation of core materials, expansion into high-temperature specialty engineering plastics, and the development of integrated "materials + processes" solutions [15][17][19][21] - The first phase focuses on adapting existing materials like nylon and carbon fiber for 3D printing, while the second phase aims to develop advanced materials like PEEK and PPS for demanding applications [17][19] Industry Collaboration and Vision - Jucoole promotes an open and empowering collaboration model, offering free material development and customization services to industry partners, aiming to enhance the overall growth of the 3D printing sector [25] - The brand philosophy emphasizes making 3D printing enjoyable and innovative, with a goal to establish a strong presence for domestic materials in the global high-performance market [9]

| 证券代码:300644 | 证券简称:南京聚隆 | | --- | --- | | 债券代码:123209 | 债券简称:聚降转债 | 南京聚降科技股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 南京聚隆科技股份有限公司（以下简称"公司"）于 2025 年１月 13 日召 开的第六届董事会第五次会议,审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司使用资金总额不低于人民币 2.000 万元（含） 且不超过人民币 4,000 万元（含）的自有资金及股票回购专项贷款资金以集中 竞价交易方式回购公司股份,用于员工持股计划或股权激励。回购股份价格不 超过人民币 32 元/股(含)，实施期限为自公司第六届董事会第五次会议审议 通过本次回购股份方案之日起不超过 12 个月。具体内容详见公司于 2025 年 1 月 15 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《回购报告书》 (2025-006)。 根据公司《回购报告书》,自董事会通过本次回购方案之日起至回购实施 完成前,若 ...

Mergers and Acquisitions - Qingyun Technology plans to acquire a 25% stake in Zhongtong Tianhong for 37.5 million yuan [1] Earnings Disclosure - Wuliangye reported a 65.62% year-on-year decline in net profit for Q3, with revenue down 52.66% to 8.174 billion yuan [2] - BYD's Q3 net profit decreased by 32.60%, with revenue at 194.985 billion yuan, a 3.05% decline [3] - Changjiang Electric's Q3 net profit fell by 9.16%, with revenue at 29.044 billion yuan, down 7.86% [4] - Weichai Power experienced a 29.49% increase in net profit for Q3, with revenue at 57.419 billion yuan, up 16.08% [5] Shareholding Changes - Yangfan New Materials announced that shareholder Ningbo Xinfan Investment plans to reduce its stake by up to 1%, totaling no more than 2.3475 million shares [6] - Ruisheng Intelligent's controlling shareholder and vice president plan to reduce their holdings by up to 3%, totaling no more than 1.8727 million shares [7] Risk Matters - Guodun Quantum confirmed that there are no undisclosed significant information or ongoing major asset restructuring activities [8]

Group 1: Company Transactions - Qingyun Technology plans to acquire 25% equity in Zhongtong Tianhong for a total consideration of 37.5 million yuan [1] Group 2: Financial Performance - Wuliangye reported a 65.62% year-on-year decline in net profit for Q3, with revenue of 8.174 billion yuan, down 52.66% [2] - BYD's Q3 net profit decreased by 32.60%, with revenue of 194.985 billion yuan, down 3.05% [3] - Changjiang Electric's Q3 net profit fell by 9.16%, with revenue of 29.044 billion yuan, down 7.86% [4] - Weichai Power experienced a 29.49% increase in net profit for Q3, with revenue of 57.419 billion yuan, up 16.08% [5] Group 3: Shareholding Changes - Yangfan New Materials announced that shareholder Ningbo Xinfan Investment plans to reduce its stake by up to 1% [6] - Ruisheng Intelligent disclosed that its controlling shareholder and vice president intend to reduce their holdings by a total of up to 3% [7]

Core Viewpoint - The company Yangfan New Materials announced that major shareholders and executives plan to reduce their holdings in the company due to funding needs, without affecting control or governance structure [1] Shareholder Reduction Plans - Ningbo Xinfan Investment Management Co., Ltd., holding 3.58% of the company, plans to reduce its stake by up to 2.3475 million shares, representing 1.00% of the total share capital [1] - The company's president, Tao Ming, plans to reduce his holdings by up to 15,395 shares, accounting for 0.01% of the total share capital [1] - Vice President Liu Hui intends to reduce his holdings by up to 19,950 shares, also 0.01% of the total share capital [1] - Vice President Zhu Junfei plans to reduce his holdings by up to 15,390 shares, representing 0.01% of the total share capital [1] - CFO Shang Guanyunming plans to reduce his holdings by up to 13,894 shares, which is 0.01% of the total share capital [1] Timing and Impact - The reduction period is set from November 5, 2025, to February 20, 2026, depending on market conditions [1] - The planned reductions will not lead to a change in company control and are not expected to have a significant adverse impact on the company's governance structure or ongoing operations [1]

Core Viewpoint - New Fan Investment, holding 8.408 million shares (3.58% of total), plans to reduce its stake by up to 2.3475 million shares (1.00%) from November 5, 2025, to February 4, 2026 [1] Shareholder Reduction Plans - New Fan Investment intends to sell up to 234,750 shares during the specified period [1] - CEO Tao Ming and Vice Presidents Liu Hui and Zhu Junfei, along with CFO Shangguan Yunming, plan to reduce their holdings by 15,395 shares, 19,950 shares, 15,390 shares, and 13,894 shares respectively, each representing 0.01% of the company's total share capital [1]

Core Viewpoint - Nanjing Julong's stock price has shown significant volatility, with a year-to-date increase of 67.30% and recent fluctuations in trading volume and net capital flow [2][3]. Group 1: Stock Performance - As of October 30, Nanjing Julong's stock price decreased by 2.01% to 36.16 CNY per share, with a trading volume of 1.54 billion CNY and a turnover rate of 4.75%, resulting in a total market capitalization of 4.001 billion CNY [1]. - The stock has increased by 11.12% over the last five trading days, 1.15% over the last 20 days, and 10.08% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Nanjing Julong reported a revenue of 1.996 billion CNY, representing a year-on-year growth of 23.78%, and a net profit attributable to shareholders of 101 million CNY, reflecting a 79.46% increase [3]. Group 3: Shareholder Information - As of October 20, the number of shareholders for Nanjing Julong was 20,100, a decrease of 0.61% from the previous period, with an average of 4,397 circulating shares per shareholder, which increased by 0.61% [3]. - The company has distributed a total of 152 million CNY in dividends since its A-share listing, with 69.84 million CNY distributed over the past three years [4]. Group 4: Business Overview - Nanjing Julong, established on April 27, 1999, and listed on February 6, 2018, specializes in the research, production, and sales of polymer new materials and their composites [2]. - The company's main business revenue composition includes modified engineering plastics (45.34%), modified general plastics (35.59%), long glass fiber reinforced materials (8.40%), and other materials [2].

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-111 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 南京聚隆科技股份有限公司 关于特定股东减持计划实施完毕的公告 1、股东减持股份情况 上述股东持有股份的来源于公司首次公开发行前的股份。 2、股东本次减持前后持股情况 | 姓名 | 减持 方式 | | 减持期间 | | | 减持均价 （元/股） | 减持股数 （万股） | 减持比例 （%） | 减持占剔除回购 股股份比例（%） | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 蔡静 | 集中 竞价 | 2025 | 年 8 | 月 18 | 日 | 40.76 | 20 | 0.18% | 0.18% | | | 交易 | 2025 | 年 10 | 月 | 日 28 | 37.17 | 76.2106 | 0.69% | 0.70% | | | | 合并 | | | | 37.92 | 96.2106 | 0.87% | 0.88% | | 股 ...

Core Viewpoint - Jiangsu Julong Weilon Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on the development of smart robots, terahertz detection technology, new materials technology, and satellite mobile communication terminal manufacturing [1] Company Summary - The legal representative of Jiangsu Julong Weilon Technology Co., Ltd. is Li Maoyan [1] - The company is jointly held by Nanjing Julong (300644) wholly-owned subsidiary Chuzhou Julong New Materials Technology Co., Ltd. and Li Maoyan among others [1]

Group 1 - The robotics sector experienced significant fluctuations, with notable gains in several companies [1] - Nanjing Julong saw an increase of over 12% [1] - Yongmaotai previously hit the daily limit up, while Qingdao Double Star achieved three consecutive trading limits [1] Group 2 - Other companies such as Dayang Electric, Sanhua Intelligent Control, and Xinhang New Materials also showed upward trends [1]