Group 1 - The company, Baolidi (300905.SZ), has completed the preparation of the environmental impact assessment report for the new 200-ton COFs product [1] - The report has been submitted to the relevant departments for approval but has not yet been approved [1]

证券日报网讯宝丽迪11月24日在互动平台回答投资者提问时表示，公司色母粒主要是把超含量的功能粉 体、颜染料分散到载体中，添加到下游产品中，实现产品的功能性。耀科COFs产品技术主要是有机合 成技术，形成一款多孔有机物，也属于功能粉体，公司目前母粒及色浆的分散技术可以为COFs产品下 游使用提供助力。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯宝丽迪11月24日在互动平台回答投资者提问时表示，公司子公司耀科COFs材料目前正在 多个应用方向上做相关验证及推广，验证需要一定的时间，也会存在许多不确定因素，其进展和结果等 信息公司会按照相关规定，如实、及时、准确披露，敬请持续关注公司相关信息披露。 ...

Core Viewpoint - The company Baolidi (300905.SZ) is focused on the application of masterbatch technology to enhance the functionality of downstream products through the dispersion of high-content functional powders and colorants [1] Group 1 - The company's masterbatch primarily disperses high-content functional powders and colorants into a carrier for downstream product integration [1] - The technology of YaoKe's COFs products is based on organic synthesis, resulting in a porous organic material that also falls under the category of functional powders [1] - The company's dispersion technology for masterbatches and color pastes can support the downstream application of COFs products [1]

Core Viewpoint - The company responds to an investor inquiry regarding the synergy between its color masterbatch technology and YaoKe's COFs technology, highlighting the functional aspects of both technologies and their potential collaboration in downstream applications [1] Company Technology - The company's color masterbatch primarily disperses high-content functional powders and colorants into a carrier, which is then added to downstream products to enhance functionality [1] - The company's dispersion technology for masterbatches and color pastes can support the downstream use of COFs products [1] Industry Context - YaoKe's COFs product technology is based on organic synthesis, resulting in a porous organic material that also falls under the category of functional powders [1]

每经AI快讯，有投资者在投资者互动平台提问：公司子公司耀科官网展示的NKCOF-10材料，用途是固 态电解质材料，而公司董秘多次公开回答投资者均是言之凿凿的说"公司COFS尚未开展固态、半固态电 池相关领域的验证""公司产品确实尚未开展上述领域的相关验证，同时也未收到下游客户在上述领域验 证的相关信息"，到底谁的说法对？ （记者 曾健辉） 宝丽迪（300905.SZ）11月21日在投资者互动平台表示，尊敬的投资者，感谢您的关注与提问，公司 NKCOF-10材料是公司开发的COFs产品系列其中一款，目前仅为试剂级合成，尚未开展上述电池领域 的批量验证，相关验证信息，公司会按照相关规定，如实、准确、及时披露。 ...

Core Insights - The company, Suzhou Baolidi Materials Technology Co., Ltd., hosted a specific investor research activity on November 20, 2025, attended by five institutions, discussing performance growth, debt levels, new product development, and overseas operations [1][2]. Group 1: Performance Growth - The company's performance growth in the first three quarters is attributed to both external industry benefits and internal optimization efforts. The Chinese color masterbatch market is experiencing steady growth due to ongoing industry expansion, national policy support, and increased environmental awareness among the public [3]. - Internally, the company has enhanced automation and AI applications to control costs and optimize product structure, while also increasing R&D investment to maintain competitive advantages [3]. Group 2: Debt Levels - The company reported a low debt-to-asset ratio, indicating a stable debt level with manageable liquidity risks. The substantial cash reserves provide a solid financial foundation for ongoing operations and future development [4]. Group 3: New Product Development - The company focuses its new product development on three main directions: functionalization, greening, and diversification. It has successfully expanded product applications into new areas such as film and plastics while maintaining its traditional strengths [5]. Group 4: Overseas Operations - The company's Turkish factory, established in partnership with Ibrahim Halil Kara, is producing color masterbatch products primarily for the local carpet and fiber industries. Sales and profits from the Turkish operations are stable and slightly increasing, with efforts underway to build a local team to explore regional market potential [6].

证券简称：宝丽迪 证券代码：300905 投资者关系活动记录表 编号： 2025-007 投资者活动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 上柿行 赵秋兰 重鼎资产 何金花 勤科资本 黄金兰 允朗资本 查桢伟 爱骏资本 王健康 （以上排名不分先后） 时间 2025 年 11 月 20 日 地点 苏州宝丽迪材料科技股份有限公司会议室 接待人员姓名 董事会秘书 袁晓锋 证券事务代表 尤心远 投资者关系活动 主要内容介绍 公司介绍了公司基本情况，并就调研机构及投资者关心的问题进行了问答 交流。 Q1：公司前三季度业绩增长的主要原因有哪些？ 答：这是综合因素影响下的结果，得益于行业的持续增长和国家产业升级 政策的支持以及民众环保意识的提高，中国色母粒市场保持平稳增长，公司业 务指数也保持稳定增长，另外因为公司进一步提升智能化和自动化水平，深度 优化 AI 等智能场景，更有益于成本控制以及产品结构优化。公司通过技术研 发巩固竞争优势，谨慎拓展关联业务，短期聚焦产能优化与成本管控，中长期 探索新材料应用场景，这些因素都是影响公司 ...

Market Overview - The chemical fiber sector experienced a decline of 1.3% on November 19, with Cai Die Industrial leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - Notable gainers in the chemical fiber sector included: - Baogudi (300905) with a closing price of 33.59, up 2.75% and a trading volume of 63,400 shares [1] - Montai High-tech (300876) at 31.92, up 2.14% with 19,900 shares traded [1] - Major decliners included: - Cai Die Industrial (603073) at 19.31, down 5.11% with a trading volume of 28,000 shares [2] - Wanwei High-tech (600063) at 6.42, down 4.89% with 786,400 shares traded [2] Capital Flow - The chemical fiber sector saw a net outflow of 196 million yuan from institutional investors, while retail investors contributed a net inflow of 176 million yuan [2] - The detailed capital flow for selected stocks showed: - Baogudi (300905) had a net inflow of 27.05 million yuan from institutional investors [3] - Cai Die Industrial (603073) experienced a net outflow of 11.68 million yuan from institutional investors [3]

南财智讯11月14日电，宝丽迪公告，公司持股5%以上股东云南国际信托有限公司-云南信托-开睿210号 单一资金信托通过集中竞价方式，在2025年11月3日至2025年11月14日期间合计减持公司股份99.5万 股，占公司总股本的0.5565%。本次减持后，该股东持有公司股份8,505,000股，占总股本的4.7569%。 本次减持计划已实施完毕，符合相关法律法规及规范性文件的规定，不会导致公司控制权发生变更，也 不会对公司治理结构及持续经营产生重大影响。 ...