证券日报网讯 2月3日，宝丽迪在互动平台回答投资者提问时表示，关于公司披露COFs项目的进展相关 信息，公司也是按照相关披露规则真实、准确、及时披露。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网2月3日讯 ，宝丽迪在接受调研者提问时表示，公司2025年度业绩实现显著增长，归属于上 市公司股东的净利润预计为1.45亿元至1.52亿元，较上年同期1.14亿元增长27.17%至33.30%。本次业绩 提升主要得益于公司持续深化内部管理、推进技术创新与市场开拓，具体体现在以下几个方面：一是经 营质量稳步提升。公司通过加大研发投入，持续优化产品结构，并积极拓展市场渠道，实现了销量与产 品竞争力的同步增强，推动营业收入保持稳健增长。二是成本管控与精益管理成效显著。公司通过精细 化运营与效率提升，持续改善产品毛利率，带动毛利总额同比上升。尽管2025年度原材料成本整体呈下 降趋势，但公司依托产品创新与增值服务，使产品销售价格的调整幅度低于原材料成本降幅，进一步体 现了公司在产业链中的定价能力和经营韧性。未来公司将继续聚焦主业，强化创新驱动与效率提升，努 力实现高质量、可持续的发展。 ...

Core Viewpoint - The company, Baolidi (300905), is committed to deepening its focus on the chemical fiber masterbatch industry, emphasizing innovation in product development aligned with functional, green, and diversified strategic directions [1] Group 1: Product Development and Strategy - The company is actively engaged in the research and development of new products that are closely aligned with its strategic focus on functionality, sustainability, and diversification [1] - The company has successfully expanded into new fields such as membrane applications and plastics while continuing to deepen its presence in traditional areas of strength [1] Group 2: Market Position and Growth - Through continuous investment in research and development, collaboration with academic institutions, and proactive market promotion, the company aims to consolidate its leading position in industry technology [1] - The company is also focused on actively exploring new growth opportunities to enhance its market presence [1]

Core Viewpoint - The company is enhancing its market presence in South China and East China through the Xiamen Luyi project, which aims to optimize existing capacity and add new capacity, thereby improving market share [1] Group 1: Project Overview - The Xiamen Luyi project is currently operating smoothly, with capacity release meeting expectations [1] - The project includes optimizing 20,000 tons and adding another 20,000 tons of capacity [1] Group 2: Strategic Implications - The project is designed to strengthen the company's layout in key markets, leveraging large-scale production and regional services [1] - It creates synergies with existing capacity, optimizing the national production network and reducing logistics costs [1] Group 3: Future Growth Potential - The project is expected to significantly enhance the company's overall capacity flexibility and profitability [1] - It will provide new momentum for medium to long-term growth, particularly in the high-value product development sector [1]

Group 1 - The core viewpoint of the article highlights the trend of downstream fiber enterprises building their own masterbatch production capacity, which is emerging in the masterbatch industry [1] - Some large fiber companies are entering the masterbatch field to reduce raw material costs and enhance product added value, but their technical reserves and high-end customization capabilities are relatively weak, leading to a high demand for professional masterbatch companies [1] - Meanwhile, small and medium-sized fiber enterprises still rely on external professional suppliers, which preserves the differentiated competitive space for the company [1] Group 2 - The company plans to maintain performance growth through continuous technological iteration and upgrades in environmental performance [1]

Core Viewpoint - The company, Baolidi, is a leading player in the domestic fiber masterbatch industry, with a significant portion of its sales coming from long-term partnerships with major chemical fiber enterprises [1] Sales Structure - Approximately 60% of the company's sales are attributed to top-tier chemical fiber companies, indicating a strong reliance on this segment [1] - Sales from non-fiber applications, such as automotive injection parts and films, account for about 15%, suggesting potential for growth in these areas [1] Product Usage - The core product, fiber masterbatch, is primarily used for dyeing chemical fiber raw liquid and functional modification, showcasing its importance in the chemical fiber production process [1] - The customer base includes major chemical fiber enterprises like Hengyi and Tongkun, highlighting the company's strong market position [1] Growth Opportunities - The expansion into non-fiber applications, such as films and plastics, represents a new growth avenue for the company, despite currently having a relatively small market share [1]

Core Viewpoint - The company, Baolidi (300905), maintains a strong competitive position in the chemical fiber masterbatch industry through continuous technological innovation and market expansion [1] Group 1: Company Performance - The company has optimized its product structure, deepened cost control, and released production capacity, leading to simultaneous growth in revenue scale and profitability [1] - The company's market penetration rate and brand influence are among the top in the industry [1] Group 2: Market Position - According to the China Chemical Fiber Industry Association, the company's domestic market share in chemical fiber masterbatches exceeds 30% [1]

Core Viewpoint - The company Baolidi is in the preparatory phase for its subsidiary YaoKe New Materials' 200-ton COFs material production line, focusing on project approval and environmental assessments [2] Group 1: Project Development - The production line is currently completing project approval and environmental assessment procedures, with site renovation and equipment selection progressing as planned [2] - The project utilizes melt green synthesis technology, aiming for cost control through process optimization, and is expected to establish scalable production capacity upon launch [2] Group 2: Technical and Supply Chain Focus - The company is currently adjusting technical solutions based on customer feedback and is simultaneously integrating supply chain resources to lay the groundwork for future mass production [2]

Core Viewpoint - The company is focusing on the development of new functional films and optimizing processes to enhance performance across various applications, including packaging and industrial uses [2] Group 1: R&D Investment - The company has been continuously investing in R&D resources in recent years to advance its film and plastics division [2] - Emphasis is placed on the development of new functional films and the optimization of their processes [2] Group 2: Technological Advancements - The company has achieved significant breakthroughs in key technical indicators such as barrier properties and weather resistance through independent research and collaboration with academic institutions [2] - Products have successfully passed validation tests from several leading industry enterprises [2] Group 3: Future Strategy - The company plans to deepen technological iterations and expand production capacity to accelerate the industrialization of green packaging solutions [2] - There is a focus on further expanding the end market and creating a differentiated competitive advantage to support sustainable development [2]

证券日报网2月3日讯 ，宝丽迪在接受调研者提问时表示，土耳其基地作为宝丽迪国际化战略的关键布 局，自正式投产以来运营平稳有序，首年产能爬坡符合预期，产品已通过多家企业认证。基地聚焦当地 及海外色母粒市场，凭借母公司技术工艺与本地化团队协作，生产效率及环保指标达到设计要求，为后 续扩产及产业链延伸提供了有效支点。公司土耳其生产基地2026年致力于产品线的拓展以及产能的提 升，积极布局涤纶黑色母粒、尼龙彩色母粒以及部分塑料母粒的研发和生产，新的设备以及原材料陆续 到位，预计2026年第二季度陆续开机。 （文章来源：证券日报） ...