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 2 月 18 日投资者关系活动记录表 编号：2022-004 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |------------------|-------------------------|-------|-------------|-------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | 特定对象调研 | | □分析师会议 | | | | | | | | | | | | | | □ ...

证券代码：301193 证券简称：家联科技 编号：2022-001 宁波家联科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | |-------------------------|----------------------------------|-----------|----------------------------|---------------------------------|----------------------------------------------------------| | | 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 | | （请文字说明其他活动内容） | | | | | 华安证券 | | 王强峰 | 农银汇理基金 | 王皓非 | | 参与单位名称及人 员姓名 | | | | 东方基金 王芳玲 益民基金 陈江威 ...

Group 1: Company Overview and Competitive Advantages - Company is a leading participant in drafting national standards for biodegradable plastic products and has established a strong presence in the biodegradable materials sector [3] - Focus on automation in customized product manufacturing has led to increased production efficiency and reduced frontline workforce, optimizing personnel structure [2] - The company has a comprehensive quality control system ensuring product quality across all stages from design to after-sales service [3] Group 2: Product Range and Market Position - The company produces over ten thousand different types and specifications of products in the catering and household goods categories, meeting diverse market demands [4] - Strong brand recognition in the international plastic products industry, supported by stable partnerships with leading clients, enhances customer loyalty and market influence [3] Group 3: Industry Trends and Future Outlook - The demand for plastic products is expected to grow due to the expansion of e-commerce, home delivery, and retail sectors, while environmental regulations will phase out low-end products [4] - Technological innovation will be the core driver for industry players to maintain market competitiveness, with a shift towards personalized, high-end, and small-batch production [4] - The increasing emphasis on environmental protection will accelerate the development and application of biodegradable plastics, creating significant growth opportunities for leading companies in the sector [4] Group 4: Financial Performance and Pricing Strategy - Fluctuations in raw material prices and exchange rates significantly impact product costs and pricing competitiveness [5] - The company employs a cost-plus pricing strategy, adjusting prices based on market demand and raw material costs, with specific mechanisms for price adjustments based on material price changes exceeding 5% or exchange rate fluctuations over 3% [6]

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 1 月 17 日投资者关系活动记录表 编号：2022-002 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |------------------|--------------------------------|-------|--------|------------------------------------------------------------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | 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 | | | （请文字说明其他活动内容） | | | | | ...

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 5 月 9 日投资者关系活动记录表 编号：2022-007 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |------------------|----------------------------|-------------|-------|-------|------------------------------------------------------------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | 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 | | | ...

Group 1: Company Overview - Ningbo Jialian Technology Co., Ltd. is focused on biodegradable materials and has a competitive edge in the industry [1][2] - The company has a long industrial chain covering modification, manufacturing, and mold production of biodegradable materials [4][5] Group 2: Pricing and Market Impact - The pricing mechanism is based on costs, market demand, and customer quality standards, with adjustments made in response to raw material price fluctuations [3][4] - In Q1 2022, the company experienced a revenue growth of 35.82% compared to the previous year, although domestic sales were impacted by a sluggish consumer market due to the pandemic [4][5] Group 3: Product Insights - The average price of fully biodegradable products decreased in 2021 due to a significant increase in sales of biodegradable film bags, influenced by supply chain issues and fluctuating raw material prices [3][4] - Current biodegradable materials in the market include PLA, PBAT, PBS, and PHA, with PLA being highlighted for its low carbon emissions and high performance [4] Group 4: Strategic Acquisitions - The acquisition of Jiadebao aims to enhance the company's capabilities in producing environmentally friendly paper products, leveraging its strong market demand [5] - This acquisition is expected to expand the company's business segments and increase market share in the fully biodegradable product sector [5] Group 5: Market Position and Challenges - The company’s main markets are North America and China, with limited exposure to Europe, thus minimizing the impact of the Russia-Ukraine conflict on its performance [5] - The company maintains a strong focus on product quality and safety across all operational stages, contributing to its positive market reputation [5]

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 | | | | | | ...