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

Core Viewpoint - The company is currently engaged in material verification and business integration with relevant clients, indicating ongoing development in its operations [1] Group 1 - The business scale related to these activities is still very small at this stage [1] - Client information is considered a commercial secret and cannot be disclosed publicly [1]

Core Viewpoint - The company Nanjing Julong (300644) is actively advancing its subsidiary Julong Composite Materials' business operations and is making progress on fundraising projects related to carbon fiber composite components [1] Group 1 - The subsidiary Julong Composite Materials is conducting its business in an orderly manner [1] - Production scheduling is steadily progressing [1] - The company is actively promoting the construction of fundraising projects related to carbon fiber composite components [1]

证券日报网讯南京聚隆9月29日在互动平台回答投资者提问时表示，公司始终致力于努力经营，推动相 关业务稳步发展，不断提升自身实力和市场竞争力。 （文章来源：证券日报） ...

Group 1 - The company Nanjing Julong (300644) clarified on an interactive platform that its products do not involve ultra-high molecular weight polyethylene materials [1]

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].