证券代码：301595 证券简称：太力科技 广东太力科技集团股份有限公司 投资者关系活动记录表 编号：2025-014 | 投资者关系活动类别 | □分析师会议 ☑特定对象调研 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（ 电话会议） | | | 国寿养老：崔恒旭 天风证券：孙海洋 | | 参与单位名称及 | | | 人员姓名 | 高旗资本：蒋家华 | | | 国投证券：王佣 | | | 个人投资者：2位 | | 时间 | 2025年12月29日 10:00-11:00、14:00-17:00 | | 地点 | 公司二楼会议室 | | 上市公司接待人员姓名 | 副总经理、董事会秘书：杨亮 | | | 证券事务代表：韩露露 | | | 一、调研参观 | | | 参观公司实验室、产品展厅、选品中心。 | | | 二、公司基本情况介绍 | | | 三、问答环节 | | | Q1：公司的上游原材料是否受限制？ | | | 答：公司上游原材料供应影响整体有限。一方面，公司持续 | | 投资者关系活动 主要内容介绍 | ...

证券代码：301595 证券简称：太力科技 开拓加拿大、欧洲、东南亚等新兴市场，进一步加快海外业务的 全球化发展步伐。 Q2：公司的研发投入主要在哪些方面？ 答：公司始终重视研发创新对核心竞争力的支撑，投入重点 围绕三方面展开：一是通过内培外引，汇聚材料科学、防护技术 等领域高端人才与资深专家，搭建专业化研发人才矩阵；二是打 造先进实验室与研发测试平台，配置检测、中试等设备，完善全 流程研发基础设施；三是与高校、科研院所开展深度产学研合 作，聚焦防刺割材料、功能粘胶等核心领域联合攻关，加速技术 迭代与成果转化，持续强化技术壁垒。 Q3：公司参与载人航天领域技术壁垒有哪些？ 答：公司是中国航天专用压缩袋的独家供应商，产品已累计 29次进入太空，解决了航天真空环境中的产品爆破风险与舱内非 金属材料缓释风险，为航天员长时间在轨驻留与航天员生命保障 作出突出贡献。 为解决微重力环境下航天废物收集的技术难点，公司研发了 "微重力下的收纳技术"，依托该技术研制生产的航天收纳袋产 品具有适用微重力环境的高阻隔、耐穿刺、防爆破特点。同时， 公司进一步拓展功能材料在航天医学领域的应用，携手中国科学 院及上海技术物理研究所共同研 ...

Summary of Cadre Holdings 2025 Investor Day Company Overview - **Company**: Cadre Holdings (NYSE: CDRE) - **Industry**: Nuclear Safety and Defense Equipment - **History**: Founded in 1964 as SafariLand, transitioned to a publicly traded company in 2021 after multiple acquisitions and restructuring efforts [10][11][12] Core Business and Strategy - **Transformation**: Cadre is evolving from a specialty safety provider to a large-scale industrial enterprise focused on high-margin sectors, including national security and clean energy [5][4] - **Revenue Breakdown**: - 20% from company-owned distribution - 80% from innovative product manufacturing [13][15] - **Employee Base**: Over 2,600 employees across 21 manufacturing facilities [16] Financial Performance - **Adjusted EBITDA Growth**: Increased by 740 basis points since 2020, indicating strong operational focus on productivity and continuous improvement [35] - **Leverage**: Post-acquisition leverage remains below 2x, showcasing financial prudence [36] - **M&A Strategy**: Focus on sensible acquisitions with multiples between 5x and 11x adjusted EBITDA, emphasizing cost synergies [37][38] Nuclear Business Focus - **Market Drivers**: - Environmental management of nuclear waste - National security and weapons modernization - Growth in nuclear energy as a clean energy source [66][68][69] - **Recent Acquisition**: Acquired Alpha Safety in March 2024, expanding capabilities in nuclear engineering and environmental cleanup [63] Key Initiatives and Projects - **Blast Sensor Program**: Awarded a $50 million contract for the Blast Exposure Monitoring System, enhancing capabilities in blast sensor technology [42][43] - **Environmental Cleanup**: Cadre's nuclear segment is heavily involved in the cleanup of radioactive waste, with significant annual investments [73][76] - **Nuclear Energy Growth**: The U.S. aims to quadruple nuclear energy production by 2050, presenting a substantial market opportunity for Cadre [89] Market Trends and Opportunities - **Geopolitical Tensions**: Increasing global safety threats and geopolitical unrest are driving demand for Cadre's products [50][51] - **AI and Energy Demand**: The rise of AI technologies necessitates increased energy production, with nuclear energy positioned as a key solution [70][88] - **Regulatory Changes**: Recent executive orders are streamlining the regulatory process for nuclear projects, facilitating market entry and expansion [92] Long-term Vision - **Growth Aspirations**: Targeting 3% to 5% organic revenue growth, with an additional $100 million from acquisitions annually [54][55] - **Margin Improvement**: Aiming to increase adjusted EBITDA margins from low 40s to 45-50% [56] - **Commitment to Safety**: Cadre emphasizes its mission of saving lives through innovative safety equipment, with a notable record of 2,254 lives saved [16][17] Conclusion - Cadre Holdings is strategically positioned to capitalize on the growing nuclear market, driven by environmental, security, and energy needs. The company's focus on innovation, operational excellence, and prudent financial management underpins its long-term growth strategy.

Core Insights - The company, Taili Technology, announced on September 23 that it is exploring new avenues in the safety protection sector through two major innovations [1] Group 1: Innovations in Safety Protection - The first innovation involves the combination of shear-thickening nanofluids with high-modulus fiber materials, creating a flexible safety protection solution that offers impact absorption and puncture resistance, suitable for industrial manufacturing, extreme sports, and military/police applications [1] - The second innovation integrates high-performance polymer elastomer materials with precise ergonomic design, targeting the niche market of elastic protection in safety gear, outdoor products, and special operations, providing extensive applications in impact protection [1]

Group 1 - The event on June 16 focused on "internal accident hazard reporting" and "safety governance in small social venues" as part of the 24th National "Safety Production Month" [1] - The event included a commitment signing activity for internal accident hazard reporting, with youth emergency volunteers receiving certificates to encourage their involvement in emergency rescue efforts [1] - Various units set up consultation booths to promote safety production laws and knowledge, while the Zhenjiang Transportation Industry Group showcased drone rescue technology [1] Group 2 - Safety promotion activities are set to continue, with a focus on a three-year action plan for fundamental safety production improvements to support high-quality development in the city [2]