一面是可观的市场前景，尼龙6与轮胎骨架材料帘子布的全球市场规模预计还将持续增长；另一面是日 趋激烈的竞争生态，尼龙6切片环节新增产能不断、销售价格持续走低——对登陆上交所主板即将满半 年的海阳科技来说，如何在"红海"之中找"蓝海"，是当下关注的焦点。 "对'差异化、高水平、大规模'战略的坚持帮助我们取得过去的成绩，也蕴藏着公司未来转型突破的势 能。"海阳科技董事长陆信才近日接受中国证券报记者专访时表示，"十五五"时期，公司将继续坚持这 一战略，持续走好智能化、绿色化发展道路，向科创型新材料企业加速转型。 ● 本报记者 孟培嘉 搭建完整产业链条 "全国目前还在大规模生产尼龙6帘子布的企业中，我们是历史非常悠久的一家。"陆信才介绍，海阳科 技发轫于20世纪70年代泰州地区一家合成纤维厂，此后经过并入国企集团、市场化改制等一系列历程， 目前是国内从事尼龙6系列产品研发、生产和销售的主要企业之一。 从尼龙6到轮胎骨架材料，海阳科技构建起了从切片到产业用纤维，再到帘子布的完整产业链。 尼龙6切片具有高流动性、易脱模、高可纺性、染色均匀等优点，主要应用于纤维、工程塑料及薄膜行 业等，具体场景包括工业和民用纤维、汽车零部件 ...

Core Viewpoint - The global market for Nylon 6 and tire cord materials is expected to continue growing, but the competition is intensifying, leading to lower sales prices and increased production capacity. The focus for Haiyang Technology is to find opportunities in this competitive landscape while adhering to a strategy of differentiation, high standards, and large-scale production [1][4]. Group 1: Company Background - Haiyang Technology has a long history in the Nylon 6帘子布 production sector, originating from a synthetic fiber factory established in the 1970s. The company has undergone various transformations, including integration into state-owned enterprises and market-oriented reforms, becoming one of the main players in the domestic Nylon 6 product market [2]. - The company has built a complete industrial chain from Nylon 6 chips to industrial fibers and帘子布, which allows for resource sharing and flexibility in meeting diverse customer needs [3]. Group 2: Strategic Focus - Haiyang Technology is committed to a strategy of differentiation, high-level production, and large-scale manufacturing to enhance profitability. The company has developed high-margin products, such as specialized fishing net materials, and has received multiple provincial-level new product certifications [4][5]. - The company has established a research institute to support the development of differentiated products, collaborating with renowned academic institutions to ensure the economic potential of projects [4][6]. Group 3: Production and Innovation - Haiyang Technology has implemented smart and green production practices to address industry challenges such as high labor intensity and energy consumption. The company has successfully transformed its production lines into smart manufacturing systems, reducing resource consumption and emissions [5][6]. - The company emphasizes the importance of scale in production to ensure profitability, focusing on differentiated products for expansion while being cautious about conventional product scaling due to raw material integration challenges [6][7]. Group 4: Management Philosophy - The management philosophy of Haiyang Technology has evolved from pursuing scale to focusing on value, aiming to enhance technology and profitability. The company has made strategic decisions to halt expansion during market highs to ensure long-term sustainability [7][8]. - The company fosters a culture of innovation, emphasizing continuous improvement and collaboration with external research forces while maintaining a robust internal R&D framework [8].

Core Viewpoint - Haiyang Technology Co., Ltd. has successfully transitioned from traditional chemical fibers to modern nylon materials, establishing a comprehensive product system for Nylon 6, with projected revenue exceeding 5.5 billion yuan in 2024 [1] Company History - The history of Haiyang Technology dates back to the 1970s, evolving from the Taizhou Synthetic Fiber Factory to its current form, navigating through various ownership and operational challenges [2] - In 1998, the company faced significant financial difficulties, prompting a turnaround plan that focused on low-cost expansion and capacity enhancement [2] Development Strategy - The current development strategy of Haiyang Technology emphasizes "differentiation, high-level, and large-scale" production, aiming to create unique products that enhance value [3] - The company believes that being "large and strong" is essential for survival in the manufacturing sector, particularly for basic materials [3] Product Applications - Nylon 6 produced by Haiyang Technology is utilized in various applications, including textiles, engineering plastics, and food packaging, with a total capacity of nearly 350,000 tons [4] - The company supplies raw materials to notable clients in the fiber and engineering plastics sectors, including BASF and Linglong Tire [4] Innovation and R&D - Haiyang Technology has developed a robust R&D system, holding 35 patents and being recognized as a "National Intellectual Property Advantage Enterprise" [4] - The company has established a unique product value chain by integrating research outcomes from academic institutions and its own R&D efforts [5] Smart Manufacturing - The company has implemented smart manufacturing solutions to address industry challenges, including high labor intensity and environmental concerns [5] - Haiyang Technology is committed to green and intelligent production processes, enhancing both efficiency and social responsibility [5] Corporate Culture and Values - The corporate values of Haiyang Technology include "dedication, innovation, efficiency, and win-win," with a focus on continuous improvement and employee welfare [6] - The company prioritizes talent acquisition and development as a key factor for its growth and project success [6] Future Goals - Haiyang Technology aims to become a centennial enterprise, with its recent IPO serving as a new starting point for this ambition [7] - Future efforts will focus on expanding quality customer bases, innovating differentiated products, and enhancing high-level production capacity [7]