弹性体材料

Search documents
聚赛龙(301131) - 2025年6月13日投资者关系活动记录表
2025-06-13 11:32
Production Capacity and Utilization - The company has three production bases in South China, East China, and Southwest China, with a designed capacity of 200,000 tons in South China, currently achieving an 80% utilization rate [2] - The East China production base has a designed capacity of approximately 100,000 tons, expected to gradually release 30% of its capacity by mid-2025 [2] - The Southwest production base is still under construction and has no current capacity release [2] Market Position and Clientele - The company's products are primarily used in the home appliance (50%) and automotive (40%) sectors, with established relationships with major clients such as Midea, Supor, Hisense, Changan Group, and GAC Group [5] - The company has accumulated a strong client base, ensuring long-term stable partnerships and high customer loyalty [5][9] Cost Management and Profitability - Direct material costs constitute a significant portion of the company's operating costs; a decrease in raw material prices would alleviate cost pressures [3] - The company faces downward price pressure from intensified competition in downstream industries, which it addresses through R&D innovation, product formulation improvements, and the development of recyclable materials [4] - The company aims to enhance its net profit margin by focusing on high-value-added products and optimizing production efficiency [6] Strategic Development and R&D - The company adheres to a "green low-carbon environmental protection" philosophy, actively developing recycled materials, with several products already obtaining PCR certification [7] - The R&D team is currently focused on elastomer materials, which are in the certification phase and have broad applications in automotive and cable industries [7] Capacity Expansion and Client Collaboration - The company’s production of modified plastics is customized, requiring collaboration with downstream clients for joint development, which fosters stable supplier relationships and aids in capacity absorption [8][9]
融资首发|3D 打印批量化制造加速,博理新材料完成超2亿元 B 轮融资
3 6 Ke· 2025-05-26 10:18
Core Insights - Suzhou Boli New Materials Technology Co., Ltd. has completed a Series B financing round exceeding 200 million RMB, led by Luzhou Hangfa Group and Zhilai Investment, with participation from several strategic investors and existing shareholders [1] - The funding will accelerate the research and development of 3D printing mass manufacturing technology, factory construction, and the exploration of AI applications in the 3D printing industry [1] Group 1: Company Development - Boli New Materials focuses on the research and development of 3D printing materials based on elastomeric materials and aims for mass production of 3D printed products [2] - The company has developed HALS (Hindered Asynchronous Light Synthesis) 3D printing technology, which increases printing speed by 20 to 100 times compared to traditional methods, facilitating mass production [2] - Boli New Materials has established factories in Suzhou, Wuhu, and Yangzhou, with a goal of achieving million-level mass production through an intelligent cloud factory system [2] Group 2: Product Applications - 3D printed shoes are a significant part of Boli New Materials' business, with solutions covering shoe components, midsoles, integrated shoes, fitting shoes, and molds, showing rapid growth over the past four years [6] - The elastomeric materials used in products enhance comfort and functionality, with applications in shoes, bicycle seats, and shock-absorbing helmets, providing excellent mechanical properties and breathability [7] - In industrial applications, the elastomeric bio-based materials improve heat dissipation and lightweight characteristics, crucial for sectors like robotics and aerospace [8][9] Group 3: Future Plans and Investor Insights - The company aims to integrate AI-generated content (AIGC) with AI-generated terminal products (AIGT) to create a dynamic closed-loop system for design, manufacturing, and iteration, enabling rapid global delivery of customized orders [11] - Investors view Boli New Materials as a leading non-metal additive manufacturing enterprise with strong R&D capabilities and a stable market, supporting the development of additive manufacturing applications in various sectors [11][12]