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宁波色母:新建的滁州子公司投资项目现处于建设期,项目投产后采取定制化订单模式生产
Mei Ri Jing Ji Xin Wen· 2025-12-16 08:56
每经AI快讯,有投资者在投资者互动平台提问:公司2025年三季度光伏POE胶膜母粒收入同比大增 446%且毛利率达42%,该业务目前在总营收中占比多少?滁州5万吨项目预计2026年Q1投产,预计投产 后光伏业务占比将提升至何种水平? 宁波色母(301019.SZ)12月16日在投资者互动平台表示,我公司的主要产品为色母粒,有彩色母粒、 白色母粒、黑色母粒和功能母粒等四大产品类别,广泛应用于 PE、PP、AS、PET、EVA、ABS 等塑料 制品领域,并最终应用于电子电器、日用品、食品饮料、日化、建材、农业、汽车、医疗等行业。作为 应用领域塑料制品的着色剂,我公司产品应用领域广,所以每个应用领域的占比不大。新建的滁州子公 司投资项目现处于建设期,根据公司战略目标规划,项目投产后采取定制化订单模式生产;在未来可能 存在行业竞争加剧、原材料价格波动、市场需求低于预期等风险。 (文章来源:每日经济新闻) ...
宁波色母2024年年度业绩说明会问答实录:公司现已成为国内领先的塑料色母粒供应商之一
Quan Jing Wang· 2025-05-29 03:14
Core Viewpoint - The company held its annual performance briefing for 2024, showcasing strong investor engagement with a 100% response rate to questions raised during the event [1] Group 1: Financial Performance - The company reported a 9.28% increase in revenue for 2024, while profit decreased by 1.41% due to increased investments in market expansion and product development [6] - In Q1 2025, the company recorded revenue of 10,695.11 million, a decrease of 6.46% year-on-year, but net profit increased by 26.81% [8][13] Group 2: Production and Capacity Expansion - The construction of the Chuzhou subsidiary factory began in November 2023, with completion expected by the end of December 2024 and production to start by June 2026 [2] - The company aims to establish a production model centered around its Ningbo headquarters, with multiple production bases in Ningbo, Zhongshan, and Chuzhou [2] Group 3: Research and Development - The company invested 1,978.03 million in R&D in 2024, accounting for 4.01% of revenue, and has 16 ongoing R&D projects [6] - The company has launched new products, including carbon-neutral masterbatches, and is focusing on innovative and differentiated products to capture market opportunities [6][9] Group 4: Market Position and Strategy - The company is recognized as a leading supplier in the plastic masterbatch industry, with its brand "Mingzhou" acknowledged as a famous trademark in Zhejiang province [7] - The company emphasizes quality management, technological innovation, and talent development to maintain its competitive edge and achieve sustainable growth [6][9] Group 5: Industry Outlook - The plastic masterbatch industry is expected to grow alongside the plastic processing industry in China, with significant development potential driven by trends towards functionalization, lightweighting, and sustainability [9]