杭州诺邦无纺股份有限公司2025 年半年度报告 公司代码：603238 公司简称：诺邦股份 杭州诺邦无纺股份有限公司 杭州诺邦无纺股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人任建华、主管会计工作负责人张长春及会计机构负责人（会计主管人员）张长 春声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 □适用 √不适用 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公司已在本报告中详细阐述存在的行业风险、市场风险等，敬请查阅管理层讨论与分析中关 于公司未来发展可能面临的风险因素及对策部分内容。 十一、 其 ...

编号： 2025-005 | | ☑特定对象调研 | | □分析师会议 | | --- | --- | --- | --- | | | □媒体采访 | | □业绩说明会 | | 投资者活动类别 | □新闻发布会 | | □路演活动 | | | □现场参观 | | | | | □其他 | | | | | 国金证券 上海云脊资产 | 吕良兴 眭悦 | | | 参与单位名称及 | 上海睿华资本 | 雷世俊 | | | 人员姓名 | 上海元寸资产 | 冯玮 | | | | 浙江蓝林科技有限公司 | 朱琼 | | | | 浙江蓝林科技有限公司 | 胡建冈 | | | | （以上排名不分先后） | | | | 时间 | 2025 年 8 月 20 日 | | | | 地点 | 苏州宝丽迪材料科技股份有限公司会议室 | | | | 接待人员姓名 | 董事会秘书 袁晓锋 | | | | | 证券事务代表 尤心远 | | | | | 公司介绍了公司基本情况，并就调研机构及投资者关心的问题进行了问答 | | | | | 交流。 Q1：目前化纤色母粒行业竞争态势是怎样的？ | | | | | 答：中国现已成为亚洲最大的色母粒生产国 ...

当传统文化符号遇上AI设计、AR交互与智能制造，会碰撞出怎样的创意火花？8月20日，"趣龙岗 Chill 科技"系列活动第三期走进辖区文创企业。"郑微微是我""深圳趣生活""鹿吉娜子"等网络大V与媒体记者 组成采风团，走进盟世奇、李想创意、创新微越三家企业，解码龙岗如何以科技为翼、文化为魂，打 造"科技+文化"融合发展的新生态。 作为粤港澳大湾区文创产业的创新高地，龙岗区已形成全长46公里、面积32平方公里的数字创意产业走 廊，聚集企业上万家，2024年营收超2200亿元。此次走访的三家企业（盟世奇、李想创意、创新微 越），凸显龙岗文创产业"IP孵化+数据驱动+文旅融合"的特点——从AI赋能的IP衍生品到数据指引的创 意落地，再到AR活化的文化符号，展示了辖区内文创企业的强劲发展势头。 盟世奇：IP授权+AI科技，重塑毛绒玩具百年产业 传统毛绒玩具行业正经历一场前所未有的变革，AI技术与IP授权的双重驱动让这个百年产业焕发出新的 生机。曾经以"软萌"打天下的毛绒玩具行业，正在IP授权和科技应用的双重驱动下焕发新生。 让我们一起走进深圳市盟世奇文化产业有限公司，探寻其华丽蜕变之秘。 盟世奇位于龙城街道，自营近1 ...

Core Viewpoint - The Baotou aluminum industry is evolving into a high-efficiency closed-loop production model, aiming to establish a trillion-yuan industrial cluster by 2024, with significant advancements in technology and sustainability [1][2][3] Group 1: Industry Development - Baotou Aluminum has a production capacity of 1.5 million tons of electrolytic aluminum and 60,000 tons of high-purity aluminum, leading the global market in high-purity aluminum production [1] - The aluminum industry in Baotou has seen a rise in deep processing rates from 9% to 42.3% since 2021, contributing to an industry output value of 47.64 billion yuan [2] - The region is focusing on high-end, intelligent, and green development, leveraging aluminum water resources and green electricity advantages [2][3] Group 2: Technological Innovation - The Baotou Aluminum Industrial Park has established a light alloy technology center, fostering 11 innovative enterprises and holding over 300 patents, with a digitalization rate of 77.8% [2] - The park's production capabilities include advanced manufacturing processes, such as the use of robotic arms for precision machining of aluminum alloy products [2] Group 3: Sustainability Initiatives - The Baotou Aluminum Industrial Park has been recognized as a "National Green Industrial Park," with clean energy accounting for over 40% of its energy consumption [3] - The company is implementing a "black light factory" model, aiming for full-process intelligent production and integrating renewable energy solutions like rooftop photovoltaics and rainwater recycling [3]

Group 1 - The core viewpoint emphasizes the importance of coal supply from Zaha Naoer open-pit coal mine to ensure stable electricity supply during the summer peak demand period [1] - The coal production efficiency has reached 1,885 tons per hour since the implementation of the intelligent production system, with 67 mining machines and 2 coal transportation systems operating at full capacity [4] - Approximately 45,000 tons of coal are dispatched daily to over ten power generation companies in Northeast China [4] Group 2 - Baiyinhu Power Plant is a key power source for the Ximeng-Taizhou UHV transmission project, converting over 4 million tons of lignite into 6.6 billion kilowatt-hours of electricity annually [8] - The plant has implemented an integrated smart management platform for real-time monitoring of equipment status, enhancing operational efficiency and ensuring reliable power supply [11] - Since the beginning of summer, the power generation has reached 850 million kilowatt-hours, contributing to the stable operation during peak demand [11]

Core Viewpoint - The IPO application of Aomeisen Intelligent Equipment Co., Ltd. has been approved by the listing committee of the Beijing Stock Exchange, indicating a positive outlook for the company's future growth and market entry [1]. Group 1: Company Overview - Aomeisen specializes in the research, design, production, and sales of intelligent production equipment and production lines, which are crucial for automation and efficiency in various industries such as electronics, environmental protection, wind power, and lithium battery new energy [4]. - The company was established in November 2003 and transitioned to a joint-stock company in February 2015, with a total share capital of 60 million shares before the IPO [4]. Group 2: Shareholding Structure - Aomeisen Technology directly holds 27.4486 million shares, accounting for 45.75% of the total share capital, making it the controlling shareholder [5]. - The actual controllers of the company are Long Xiaobin, Long Xiaoming, Guan Yinqiu, and Lei Lin, who collectively control 44.2593 million shares, representing 73.77% of the total share capital [5]. Group 3: Financial Performance - The company's operating revenue for the reporting period was 278.6772 million yuan, 324.9397 million yuan, and 358.4148 million yuan, while the net profit attributable to the parent company was 12.0896 million yuan, 42.0824 million yuan, and 52.7163 million yuan respectively [6]. Group 4: Inquiry Issues Raised - Questions were raised regarding the authenticity of the operating performance, particularly the reasons for the fluctuation in gross profit margin compared to industry peers and the significant revenue changes despite a downturn in the air conditioning sector [7]. - Concerns were also expressed about the sustainability of operating performance, including the company's ability to maintain stable cooperation with major clients and secure new orders [8]. - The rationale for using 30 million yuan of raised funds to supplement working capital was questioned, requiring verification from the sponsoring institution [9].