精工科技公告称，2023年公司审议通过与建信佳人新材料签署年产15万吨绿色再生新材料项目一期5万 吨主工艺装置合同，暂估总价3.20亿元。截至公告披露日，公司累计收到货款25,597.00万元。近日该生 产线试投生产，成功产出符合标准的PET产品，可实现"从废旧纺织品到再生新材料"闭环。不过，生产 线尚处试投初期，产能释放和最终验收尚需时间，合同最终价格以决算为准。 ...

转自：智通财经 【精工科技：JPET50聚酯回收生产线已试投生产并成功产出符合标准的PET产品】智通财经12月5日 电，精工科技(002006.SZ)公告称，公司与浙江建信佳人新材料有限公司签署的年产15万吨绿色再生新 材料项目一期5万吨主工艺装置JPET50聚酯回收生产线合同已完成交付，并已试投生产，成功产出符合 标准的PET产品。该生产线通过化学法聚酯回收工艺解聚，还原成纯度达99.99%的DMT产品，再通过 酯交换、缩聚为再生PET切片，可有效降低对石油资源依赖。该生产线的顺利投产将进一步提高公司核 心竞争力和盈利能力。然而，该生产线目前尚处试投生产初期，产品产量和质量的稳定性有待提升，全 面释放产能并产生经济效益尚需时间，且最终验收和合同价格需待建信佳人新材料确认。 ...

Group 1: Carbon Fiber Industry Strategy - The company focuses on high-end equipment and advanced composite materials in the carbon fiber industry, aiming for integrated construction of the entire industrial chain [2] - The carbon fiber production line technology is at an internationally advanced level, with a domestic market share exceeding 60% [2] - The goal is to become a world-class provider of new materials and specialized equipment system integration solutions [2] Group 2: Recent Developments in Carbon Fiber - The company has completed the layout of high-end equipment and is expanding in the material and composite fields [3] - The first raw silk production line is in the debugging phase, with expectations for significant cost reductions [3] - The carbonization line's capacity has increased from 3,000 tons to 5,000 tons, with a substantial reduction in energy consumption [3] Group 3: Composite Material Capabilities - The company has established composite material companies in Shaoxing and Wuhan, enhancing its production capabilities [4] - Progress has been made in developing applications such as exoskeleton robots, carbon fiber streetlights, and UAV bodies [4] - Collaborations with other companies aim to build a comprehensive capability in composite material research, manufacturing, and maintenance [4] Group 4: Employee Stock Ownership Plan - In 2024, the company launched its first employee stock ownership plan with performance targets set for 2024-2026 [6] - The first unlock period requires a net profit of no less than 184 million yuan in 2024 [6] - Subsequent unlock periods have cumulative profit targets of 414 million yuan and 713 million yuan for 2024-2025 and 2024-2026, respectively [6] Group 5: Polyester Recycling Production Line - The company is in the trial production phase of a polyester recycling line with a capacity of 50,000 tons [6] - This project aims to achieve a green closed-loop cycle from waste textile PET to regenerated new material PET [6]

Core Viewpoint - Jinggong Technology achieved a revenue of 1.729 billion yuan in the past year, representing a year-on-year growth of 12.25%, and the net assets attributable to shareholders increased by 66.49% to 2.126 billion yuan, demonstrating strong financial performance amid complex internal and external environments [1] Financial Performance - The company reported a stable gross margin across its main businesses, with the core carbon fiber equipment gross margin reaching 43.98% [1] - The revenue from light textile specialized equipment surged by 118.03% [1] - The net cash flow from financing activities amounted to 1.114 billion yuan, a significant increase of 532.61% [1] Strategic Upgrades - Jinggong Technology is focusing on core industries to drive transformation and enhance operational resilience, positioning itself as a benchmark in the specialized equipment industry [2] - The company aims to achieve a revenue of 725 million yuan from carbon fiber equipment in 2024, with construction materials and light textile specialized equipment revenues projected at 216 million yuan and 438 million yuan, respectively, reflecting year-on-year growth of 22.36% and 118.03% [2] - Domestic sales accounted for 85.99% of total revenue, with foreign sales increasing by 95.25% to 242 million yuan [2] Innovation and Technology - The company has accumulated 134 patents in its two main businesses and waste textile projects, with 60 of them being invention patents [3] - Jinggong Technology has successfully developed a 1.2-meter ultra-high temperature graphitization furnace, achieving a significant technological breakthrough [3] - The company is actively involved in setting national and industry standards, with a new national standard for carbonization equipment set to be implemented in June 2025 [3] Digital Transformation - The company is accelerating the construction of a digital intelligent manufacturing system, enhancing production efficiency and market responsiveness [4] - Advanced technologies such as MES systems and data collection systems have been successfully implemented, allowing for real-time data sharing and analysis [4] Talent Development - Jinggong Technology has initiated a "1511 Talent Three-Year Action Plan" to attract and cultivate high-level talent, successfully recruiting 10 PhDs, 47 master's degree holders, and 111 undergraduates in 2024 [5] - The company emphasizes the importance of R&D, with 348 R&D personnel accounting for 22.64% of total employees and R&D investment reaching 120 million yuan, representing 6.95% of revenue [5] Future Outlook - The company is strategically positioning itself in the low-altitude economy market, with plans to develop carbon fiber composite materials for aerospace applications [8] - Jinggong Technology aims to become a world-class provider of new materials and specialized equipment solutions, focusing on high-end, intelligent, and green development paths [9]