宝丽迪：公司对化纤头部企业的销售占比约60%

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]