Core Viewpoint - The company has established a core technological barrier based on deep modification capabilities, integrated manufacturing, and a comprehensive system of standard leadership [1] Group 1: Technological Capabilities - The company emphasizes that different types of biodegradable material products have varying performance requirements, necessitating modifications to materials like PLA to meet customer specifications [1] - The research in the biodegradable plastics sector, particularly in material modification and foaming, requires significant investment in manpower, equipment, funds, and time, creating high barriers for new entrants [1] Group 2: Competitive Advantages - The company has overcome key industry challenges related to the high-temperature resistance and impact resistance of biodegradable materials, mastering various blending and modification technologies to meet customized demands [1] - The company possesses large-scale intelligent manufacturing capabilities that ensure product stability and rapid response across the entire industry chain, from materials to molds and processes [1] - The company leads in formulating various international and national standards, allowing it to maintain structural advantages in a competitive market [1]

（编辑 姚尧） 证券日报网12月5日讯 家联科技在12月4日至12月5日回答调研者提问时表示，近几年来，公司为抢抓市 场机遇，不断完善产业布局，资本开支逐步高企。当前公司主要投建的生产基地已建设完成并投入运行 生产，产能逐步释放。未来，公司将根据战略规划、市场需求合理安排资本开支，主要用于生产基地的 扩建、设备的新增、智能化改造及新品类的产能扩充等，公司的资本开支也逐步趋于稳定。 ...

Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing growth in its stock price and market activity, driven by its focus on biodegradable plastics, 3D printing, and cross-border e-commerce, benefiting from the depreciation of the RMB and the Belt and Road Initiative [1][2]. Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.8145 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had a total of 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, down by 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports in 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms [2]. Production Capacity and Expansion - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, home products, and plant fiber products, with these lines gradually entering production [3]. Stock Market Activity - On December 5, the company's stock rose by 2.10%, with a trading volume of 48.63 million yuan and a turnover rate of 1.70%, leading to a total market capitalization of 4.075 billion yuan [1].

截至发稿，家联科技市值为41亿元。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 （记者 曾健辉） 每经AI快讯，家联科技（SZ 301193，收盘价：20.88元）发布公告称，2025年12月4日至12月5日期间， 家联科技接受华夏基金等投资者调研，公司董事会秘书汪博，证券部解竣皓、杨嫣丹参与接待，并回答 了投资者提出的问题。 2024年1至12月份，家联科技的营业收入构成为：橡胶和塑料制品制造业占比100.0%。 ...

Group 1: Company Overview and Strategy - The company utilizes modified PLA materials for 3D printing, enhancing properties like heat resistance and impact resistance compared to standard PLA [2] - The company has established a core technological barrier based on deep modification capabilities, integrated manufacturing, and standard-setting [3] Group 2: Market Position and Competition - The company faces intense market competition but maintains structural advantages through customized solutions and a comprehensive response capability across the supply chain [3] - Significant investment in R&D and production capabilities creates high barriers for new entrants in the biodegradable materials sector [3] Group 3: Production and Capacity - The company’s order delivery period typically ranges from 30 to 45 days, with production plans adjusted based on real-time customer orders [4] - The first phase of the 3D filament production line in Thailand has reached stable production, with full capacity expected by year-end [5] Group 4: Financial Management and Capital Expenditure - Recent capital expenditures have been high due to market opportunities, with future spending focused on production expansion, equipment upgrades, and new product capacity [6] - Raw material price fluctuations significantly impact profits, with pricing strategies linked to oil prices and market demand [6]

12月4日，家联科技跌0.92%，成交额6289.94万元，换手率2.24%，总市值39.91亿元。 异动分析 可降解塑料+3D打印+跨境电商+人民币贬值受益+一带一路 1、宁波家联科技股份有限公司的主营业务是塑料制品、生物全降解制品及植物纤维制品的研发、生产 与销售。公司的主要产品是塑料制品、生物全降解制品、植物纤维制品、纸制品及其他。 塑料制品、 生物全降解制品及植物纤维制品的研发、生产与销售。 2、2025年6月17日互动易，公司专注于PLA材料的研发与应用，并在消费级FDM材料及制品领域提前 布局并产业化。目前，公司暂未与泡泡玛特开展合作。公司生产的3D打印耗材具备广泛的应用前景， 可覆盖工业设计、教育、玩具手办、医疗等多个领域，其技术特性能够为潮流玩具制作等场景提供材料 支持。 3、根据2022年12月9日互动易，公司为全球塑料餐饮具制造行业的领先企业，公司产品销售以外销为 主，外销区域主要分布在北美洲、欧洲及大洋洲等发达国家和地区，公司目前的主要海外客户为海内外 知名大型商超以及连锁餐饮企业，2021年公司外销占比达70.47%。同时公司也开拓了跨境电商平台的 线上市场对产品进行境外推广和销售。 ...

Core Viewpoint - The company is committed to smart manufacturing and digital transformation, actively exploring the application of new technologies in its production and operations [1] Group 1 - The company has applied relevant intelligent technologies in its manufacturing processes [1]

Core Viewpoint - The company, Ningbo Jialian Technology Co., Ltd., specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a significant focus on overseas markets and emerging technologies like 3D printing [2][7]. Company Overview - Ningbo Jialian Technology was established on August 7, 2009, and went public on December 9, 2021. The main business revenue composition includes plastic products (84.41%), biodegradable products (14.25%), and others (1.34%) [7]. - The company is located in Zhenhai District, Ningbo City, Zhejiang Province, and operates within the light industry manufacturing sector, specifically in home goods [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.8145 million yuan, a decrease of 209.95% compared to the previous year [8]. - As of September 30, 2025, the company had a total of 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, a decrease of 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with a significant portion of its sales (70.47% in 2021) coming from exports to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms to promote and sell its products internationally [2]. Product Development and Innovation - The company focuses on the research and application of PLA materials and has made early investments in the consumer-grade FDM materials and products sector. Its 3D printing consumables have broad application prospects across various fields, including industrial design, education, toys, and medical [2][3]. - A factory in Thailand has been established as a key overseas production capacity node, with multiple production lines for 3D printing filaments, plastic dining utensils, home goods, and plant fiber products gradually coming online [3]. Shareholder and Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included a new institutional investor, the招商均衡优选混合A fund, holding 2.0816 million shares [8].

格隆汇12月1日丨家联科技(301193.SZ)在投资者互动平台表示，公司一直致力于智能制造与数字化转 型，并积极关注和探索新技术在生产经营中的应用，公司在生产制造环节已应用了相关的智能化技术。 ...

Group 1 - The core viewpoint of the news is that Jia Lian Technology (SZ 301193) is actively engaging with investors, indicating a focus on transparency and communication regarding its business operations [1] - Jia Lian Technology's revenue composition for the year 2024 is entirely from the rubber and plastic products manufacturing industry, accounting for 100.0% of its revenue [1] - As of the latest report, Jia Lian Technology has a market capitalization of 4.1 billion yuan [2]