太力科技 20250916 摘要 太力科技核心产品为真空收纳袋和垂直墙壁置物，约占总收入 70%，产 品应用涵盖家居零售及航天航空等科技领域，公司正积极丰富产品线。 公司经历了初创、研发驱动和全球化发展三个阶段，目前自由品牌比例 已提升至接近 84%，线上直销占比 71%，渠道结构持续优化。 全球家居用品市场规模持续增长，预计 2025 年将突破 8,500 亿美元， 电商渗透率不断提升，年轻群体对精致生活的需求推动行业发展。 全球塑料制品市场规模庞大，预计 2027 年将超过 7,500 亿美元，中国 在全球塑料制品贸易中占据重要地位，行业未来将向环保和高性能方向 发展。 太力科技重视材料研发，拥有 858 项全球授权专利，研发团队占比约 13%，研发费用投入比例超过 3%，在民用和军用领域均取得显著成绩。 公司产品已 26 次进入太空，性能优异，满足国家航天标准。自主研发 的垂直墙壁织物及 TPE 弹性体材料性能国际领先。 公司线上渠道表现出色，真空收纳袋在天猫、京东平台均名列前茅，垂 直墙壁置物也位居前列，复购率稳定在 18%~23%之间，用户认可度高。 Q&A 太力科技在 2024 年的财务表现如何？ ...

Core Viewpoint - Guangdong Taili Technology Group Co., Ltd. (stock code: 301595.SZ) was listed on the Shenzhen Stock Exchange's ChiNext board, with a closing price of 54.30 yuan, marking a significant increase of 218.48% from the opening price of 45.00 yuan, and a total market capitalization of 5.88 billion yuan [1]. Company Overview - Taili Technology specializes in the research and development of new materials and the industrial application of vacuum technology, focusing on various home storage products and related functional materials [1]. - The company’s main products include vacuum storage bags, wall-mounted storage, food preservation, outdoor equipment, and safety protection items [1]. Shareholding Structure - The controlling shareholder, Shi Zhengbing, directly holds 60.03 million shares, accounting for 73.92% of the total shares before the issuance, and indirectly controls an additional 8.39% through partnerships, totaling 82.31% [1]. Financial Performance - For the years 2022 to 2024, the company's revenue is projected to grow from 637.85 million yuan to 1.01962 billion yuan, while net profit is expected to increase from 58.87 million yuan to 87.66 million yuan [6]. - The company reported a net profit of 19.75% return on equity for 2024, with a basic earnings per share of 1.08 yuan [7]. Fundraising and Use of Proceeds - Taili Technology issued 27.07 million shares at a price of 17.05 yuan per share, raising a total of approximately 46.15 million yuan, with a net amount of 36.95 million yuan after deducting issuance costs [3]. - The funds will be allocated to the construction of a production and logistics center in Wuhan, a research and development center, an information system upgrade, and to supplement working capital [4]. Market and Growth Potential - The company primarily sells its products online through platforms like Tmall, JD.com, and Amazon, with a significant portion of its revenue coming from vacuum storage bags and wall-mounted storage products, which have seen a declining sales revenue ratio [2]. - Taili Technology has applied for and obtained 579 patents globally, indicating a commitment to innovation and potential competitive advantages in the market [2].