编号：2025-011 铜陵洁雅生物科技股份有限公司 投资者关系活动记录表 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 其他 电话会议/现场调研 天风证券：张彤、孙海洋；光大保德信基金：唐钰蔚；西部利得 | | | 基金：林静；财通资管：杨佳睿；国联基金：陈方园；建信养老 | | | 金：官忠涛；银河基金：杨琪；农银汇理基金：仲恒；中银国际： | | | 张岩松；世纪证券：周维；敦和资产：韩立强；金元顺安基金： | | | 侯斌；上海睿郡资管：谭一苇；天风国际证券：张丽花；和谐健 | | | 康保险：毛一鹏；创金合信基金：张小郭；长江证券资管：汪中 | | 参与单位名称 | 昊；浙商证券资管：唐靓；上海万纳私募基金：杨君奕；观富资 | | 及人员姓名 | 管：唐天；国华兴益保险：韩冬伟；华富基金：聂嘉雯；中信证 | | | 券：魏巍；博远基金：杨毅；沣京资管：汤晨晨；Point72：宋 | | | 星琦；Pleiad Investment Advisors Limi ...

近日，松原工业宣布，计划在沙特阿拉伯建立一座先进的一体化包装系统(OPS)生产工厂。松原称，该 投资项目彰显了该公司的全球战略，即巩固其在聚烯烃行业的地位，并确保在更短的交货期内向沙特阿 拉伯客户提供本地生产的高质量OPS产品。 阿联酋国家经理兼中东、非洲及印度地区聚合物稳定剂销售负责人Christian Miglioli解释道："这座战略 选址优越的新工厂将补充我们现有的生产网络，并提升我们有效服务沙特阿拉伯客户的能力。这不仅彰 显了我们对这一重要地区的承诺，也体现了我们引领运营卓越和可持续发展的决心。" 松原首席执行官Jongho Park表示："继我们在阿联酋、德国和美国的工厂取得成功之后，这项投资是松 原拓展全球OPS业务布局的重要一步，也体现了我们对这一关键聚烯烃市场及沙特2030愿景的承诺。此 外，沙特阿拉伯的新工厂将为增长和未来扩张开启新的可能性，并使我们能够为中东及其他地区的客户 提供可靠且有效的的服务。" 据介绍，这座新建的最先进工厂预计于2028年竣工，将由松原全资拥有，生产一系列SonGNOX OPS高 性能添加剂混合物，支持高效的聚烯烃树脂生产。通过扩大本地产能并提升供应链灵活性，该工 ...

Company Overview - Tongling Jieya Biotechnology Co., Ltd. was established in 1999, specializing in the research, production, and sales of wet wipes, with over 20 years of industry experience [2] - The company went public on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021, and is steadily advancing its fundraising projects [2] Financial Performance - In Q1 2025, the company reported a revenue of 124 million yuan and a net profit of 1,006.27 million yuan [2] Business Expansion - The company aims to increase its overseas orders to over 50% in 2025, focusing on core customer global business expansion [3] - The U.S. wet wipes factory is currently under construction and is expected to commence production next year [3] Cost Management - The U.S. factory will enhance operational efficiency and optimize cost structure through automation and improved management processes [3] Investment Risks - Key investment risks for the U.S. factory include uncertainties in facility renovation and approval processes, customer audit outcomes, potential production delays, and cultural differences affecting efficiency [3] Current Business Status - Since Q2 2025, the wet wipes business has seen stable orders from existing clients and has taken on new business from key clients in Europe and Canada [3] - The cosmetics business primarily focuses on OEM for international brands, with ongoing efforts to expand domestic client orders, albeit at a smaller scale [3] - The collagen business, established in partnership with Jiangsu Chuangjian, is currently undergoing strategic adjustments due to rapid market changes [3] Brand Development - The company's self-branded initiatives, previously funded, have not met expectations, leading to a significant reduction in investment while continuing to pursue brand development [3] Future Business Drivers - Future growth will rely on expanding existing brand client business, including product categories and sales regions, as well as leveraging the U.S. factory [4] Compliance and Governance - The investor communication event adhered to the Shenzhen Stock Exchange's regulations, ensuring no significant undisclosed information was leaked [4]