Group 1 - As of August 19, 2025, Jiangsu Boyun's stock price closed at 39.30 yuan, an increase of 1.14 yuan or 2.99% from the previous trading day [1] - The company reported a half-year revenue of 286 million yuan and a net profit attributable to shareholders of 55.90 million yuan [1] - The company plans to distribute a cash dividend of 3 yuan for every 10 shares [1] Group 2 - The gross profit margins for the company's two core products, high-performance modified nylon and high-performance modified polyester, were 38.73% and 18.70%, respectively [1] - The investment progress of the company's main ongoing projects has exceeded 60% [1] - On August 19, the net inflow of main funds was 23.87 million yuan, accounting for 0.81% of the circulating market value [1]

Group 1: Investment Projects - The new fundraising projects are expected to have a total production capacity of 30,000 tons with 4 new extrusion lines operational by the end of 2024 [2][3] Group 2: Production and Operations - The Malaysian subsidiary has relocated to a purchased property, primarily producing color masterbatches while reserving space for modified plastics production [2][3] - The company focuses on high-performance modified nylon, polyester, and engineering plastics, catering to specific demands in robotics and low-altitude economy sectors [3] Group 3: Financial Performance - In Q1, the company reported a revenue increase of 5.29% year-on-year, but net profit decreased by 2.50% due to the transition of construction projects to fixed assets and the commencement of depreciation [3] Group 4: Raw Material Management - The company has a pricing mechanism with major clients that considers raw material costs and fixed costs, leading to a lag in product price adjustments [3] - Inventory management is cautious and practical, optimizing procurement cycles to maintain reasonable raw material stock for continuous production [3]