证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 2022 年 6 月 13 日投资者关系活动记录表 编号：2022-010 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------|-----------------------|-----------------------|----------------------------------------|------------------------------------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | 特定对象调研 | | □分析师会议 | | | | | | | | | | □媒体采访 □业绩说明会 | | | | | | | 投资者关系活动类 | | | □新闻发布会 □路演活动 | | | | | | | 别 | □现场参观 | | | | | | | | | | | | | | | | | ...

证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 2022 年 6 月 29 日投资者关系活动记录表 编号：2022-011 | --- | --- | --- | --- | --- | --- | --- | --- | |------------------|---------------|--------------------|------------------------------------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | 特定对象调研 | | □分析师会议 | | | | | | 投资者关系活动类 | | | □媒体采访 □业绩说明会 | | | | | | 别 | | | □新闻发布会 □路演活动 | | | | | | | □现场参观 | | | | | | | | | □其他 | | （请文字说明其他活动内容） | | | | | | 参与单位名称及人 | | 平安证券 易永坚 | | | | | | | ...

Group 1: Company Overview and Current Operations - Jia Lian Technology has a saturated order status that meets customer and market demand [1] - The company is expanding its production capacity significantly through the "Xiepu Plant Biodegradable Materials and High-end Plastic Products Production Line Construction Project" and other investments [1] - Existing equipment can produce both traditional plastic products and biodegradable materials, allowing flexibility in capacity planning based on market demand [2] Group 2: Future Plans and Market Strategy - The company aims to maintain steady growth while expanding into international markets, particularly in response to global plastic bans [2] - Plans to enhance domestic market presence by targeting large clients and increasing brand awareness [2] - The acquisition of Jiadebao will diversify the company's business segments and improve market share in biodegradable products [2] Group 3: Acquisition Details - Jiadebao's products are made from environmentally friendly raw materials, which align with the company's sustainability goals [3] - The acquisition was announced on May 5, 2022, and Jiadebao was included in the consolidated financial statements on May 31, 2022 [3] Group 4: Financial Performance and Product Margins - The gross margin for biodegradable products has remained stable, although there was a slight decline in average prices in 2021 due to increased sales of biodegradable film bags [3] - The price drop was influenced by supply chain issues and increased demand for biodegradable materials following new regulations [3] Group 5: Competitive Advantages - The company is a leader in the biodegradable plastic products sector, holding over 20 core technology patents [3] - It has a comprehensive supply chain covering material modification, product manufacturing, and mold production, allowing for quick response to customer needs and effective cost control [3] Group 6: Employee Incentives - The company established employee stock ownership platforms before going public and has not considered new equity incentive plans at this time [3] - Future plans include enhancing responsibility and rights matching to boost employee motivation and corporate cohesion [3]

证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 2022 年 7 月 21 日投资者关系活动记录表 编号：2022-014 | --- | --- | --- | --- | --- | --- | --- | |------------------|--------------------------------------|--------------|---------------------------------------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | 特定对象调研 | | □分析师会议 | | | | | 投资者关系活动类 | | | □媒体采访 □业绩说明会 | | | | | 别 | □新闻发布会 □路演活动 | | | | | | | | 现场参观 | | | | | | | | □其他 | | | | | | | 参与单位名称及人 | 天风证券 | 尉鹏洁、马萤 | | | | | | 员姓名 | 泰康资产 王铎霖 | | | | | | ...

证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 2022 年 7 月 8 日-7 月 11 日投资者关系活动记录表 编号：2022-013 | --- | --- | --- | --- | --- | --- | --- | |------------------|------------------------|----------------------|----------|-----------------------------------------|-----------------|----------------------------------------------------------| | | | | | | | | | | 特定对象调研 | | | □分析师会议 | | | | | | | | □媒体采访 □业绩说明会 | | | | 投资者关系活动类 | □新闻发布会 □路演活动 | | | | | | | 别 | 现场参观 | | | | | | | | □其他 | | | | | | | | 华泰证券 | 庄汀州 | | | 嘉实基金 沈玉梁 | ...

证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 2022 年 7 月 5 日投资者关系活动记录表 编号：2022-012 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |------------------|----------------------------------|--------|-------|------------------------------------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | 特定对象调研 □分析师会议 | | | | | | | □媒体采访 □业绩说明会 | | | | | | | | | 投资者关系活动类 | □新闻发布会 | | | □路演活动 | | | | | | 别 | □现场参观 | | | | | | | | | | | | | | | | | | | 参与单位名称及人 | □其他 | | | 中泰证券 曾明 东方证券 邢立力 | ...

Group 1: Company Overview - JiaLian Technology Co., Ltd. focuses on biodegradable materials and has a production capacity that will sell excess capacity to non-industry enterprises after meeting its own needs [1][2] - The company has developed customized modification technology for biodegradable materials, allowing it to meet diverse customer requirements [2] Group 2: Competitive Advantages - The company possesses capabilities in modifying biodegradable materials, product manufacturing, and mold manufacturing, enabling it to respond quickly to customer demands while controlling production costs [2] - A long industrial chain and a rich product line enhance the company's production capacity and automation level, contributing to effective cost control [2] Group 3: Future Capacity Planning - Future capacity plans include new production lines for biodegradable materials and high-end plastic products, with an annual output of 120,000 tons [2] - The company plans to invest in a project for producing 100,000 tons of biodegradable materials from sugarcane bagasse, as well as acquiring Sumter Easy Home, LLC to expand capacity [2][3] Group 4: Strategic Acquisitions - The acquisition of Home Depot's products, which utilize plant-based fibers, aims to reduce carbon emissions and meet market demand for sustainable products [3] - The acquisition of Sumter Easy Home, LLC will enhance the company's capabilities in home storage product development and manufacturing, supporting its strategic business layout [3]

证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 2022 年 9 月 21 日-9 月 22 日投资者关系活动记录表 编号：2022-019 | --- | --- | --- | |------------------|-------------------------|----------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | | | □媒体采访 □业绩说明会 | | 投资者关系活动类 | | □新闻发布会 □路演活动 | | 别 | 现场参观 | | | | □其他 | | | | 中金财务证券 | 杨玉梅；兴业证券 王凯丽、张毅；长江轻工 | | | 君安 | 林展越；德邦证券 成浅之；国元证券 许元琨；前海联合基金 | | | 华安证券 | 汪浚哲；澜庭资本 柴珊珊；东方嘉富 周正；宝隽资产 | | 参 ...

证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 2022 年 9 月 19 日投资者关系活动记录表 编号：2022-018 | --- | --- | --- | --- | --- | --- | |-------------------------|-------------------------------------------|--------------------------------------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | 特定对象调研 | □分析师会议 | | | | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | | | | | 别 | □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 | 中金公司 Matthews Asia | 柳政甫 | | | | | | | | | | | | 时间 地点 | 2022 年 9 月 19 日 ...

Group 1: Company Overview and Market Position - JiaLian Technology's products are essential daily consumables with low price elasticity, resulting in minimal impact from recent international economic conditions [1] - The company is confident in capturing more market share due to the stability, safety, and reliable supply of its products [2] Group 2: Policy and Market Trends - The domestic plastic restriction policy is a gradual process, influenced by insufficient production capacity of biodegradable materials, indicating a long-term and stable transition [2] - There is an increasing demand for biodegradable products in the domestic market as environmental concerns grow [2] Group 3: Future Capacity Planning - Future capacity plans include: 1. New production lines for biodegradable materials and high-end plastic products at the Xiepu factory [2] 2. An annual production capacity of 120,000 tons for biodegradable materials and household products from newly acquired land [2] 3. Upgrades to existing equipment post-acquisition of Home Depot to enhance capacity [2] 4. A new project in Laibin City with an annual capacity of 100,000 tons for biodegradable materials from sugarcane residue [2] 5. Ongoing acquisition of Sumter Easy Home, LLC in the U.S. to expand product lines and sales scale [2] Group 4: Pricing Mechanism - The pricing mechanism is based on costs, market demand, customer quality standards, and sales volume, with adjustments made according to raw material prices and exchange rate fluctuations [2] - Most pricing adjustments occur through order negotiations, with some clients having predefined price adjustment clauses based on market benchmarks [2][3]