证券日报网讯南京聚隆（300644）9月29日在互动平台回答投资者提问时表示，公司子公司聚隆复材聚 焦碳纤维复材零部件与无人机整机组装制造相关业务。聚隆复材建成从复材结构件到整机总装的一站式 产线，可批量提供发动机短舱、壳体、辅助承力层、舱段盖板、透声板、复合裙等核心零部件，并同步 完成多旋翼、倾转旋翼、复合翼无人机的整机装配交付。 ...

Group 1 - The company Nanjing Julong (300644.SZ) confirmed on September 8 that its subsidiary, Julong Composites, has undertaken the production of drone components and assembly tasks for multiple domestic companies [2] - However, the company clarified that it has not been involved with the specific drone model pd2900 mentioned by the investor [2]

Core Insights - Nanjing Julong reported a total revenue of 1.257 billion yuan for H1 2025, representing a year-on-year growth of 25.75% [2] - The net profit attributable to shareholders reached 57.36 million yuan, up 40.73% year-on-year, while the net profit after deducting non-recurring gains and losses was 55.64 million yuan, reflecting a 43.31% increase [2] - The company's total assets stood at 2.386 billion yuan, a slight increase of 0.14%, and the net assets attributable to shareholders were 986 million yuan, growing by 2.1% [2] Modified Plastics Sector - Nanjing Julong has established itself as a representative enterprise in the modified plastics industry in China, particularly in high-performance nylon materials for automotive and high-speed rail applications [2] - The company has made significant breakthroughs in the research and development of nylon materials for key components in new energy power systems, automotive engines, and high-speed rail [2] - To enhance market competitiveness, the company is actively implementing a global strategy, including establishing a production base in Mexico to expand overseas markets and improve global service capabilities [2] Thermoplastic Elastomers - Nanjing Julong has developed high-performance thermoplastic elastomer materials with characteristics such as low permanent deformation, high-temperature resistance, oil resistance, and aging resistance [3] - The company utilizes a "three-step method" dynamic vulcanization technology to create materials for electric motor sound insulation and communication device sealing, addressing sealing, shock absorption, noise reduction, and sound insulation needs [3] - The thermoplastic elastomer products are widely used in automotive engine systems, air conditioning systems, and interior components, with a project on ultra-low hardness TPV for fiber optic communication equipment sealing included in Jiangsu Province's manufacturing strong province funding project [3] Carbon Fiber Composites - Nanjing Julong's subsidiary focuses on large-scale manufacturing of carbon fiber composite components and complete assembly for drones [3] - The company has established a one-stop production line from composite structure components to complete assembly, capable of providing core components such as engine nacelles, shells, and composite wings [3] - With integrated composite technology and flexible assembly capabilities, the subsidiary has secured contracts with multiple domestic drone companies, leading to a simultaneous increase in component and complete assembly orders, thereby enhancing market share [3]

Financial Performance - The company achieved an annual revenue of 1.04 billion, representing a year-on-year growth of 41.64% [4] - In Q1 2025, the revenue reached 266 million, with a year-on-year increase of 18.87% [4] - The net profit for 2024 was -48.9754 million, indicating a temporary loss due to various factors [4] Research and Development - The company invested 83.1393 million in R&D, a 44.55% increase year-on-year, focusing on new-generation drone platforms [6] - A total of 11 research projects were completed during the reporting period [6] Market Strategy - The company is actively participating in multiple large aircraft development projects, including being a supplier for the C919 and C929 aircraft [5] - The strategic focus includes enhancing production efficiency and expanding market reach to achieve cost reduction and efficiency improvement [6] Production and Sales Growth - Significant increases in sales and production volumes were driven by a notable rise in customer orders [6] - The company has established multiple manufacturing bases in regions like Shenyang, Sichuan, and Xi'an to support business growth [7] Strategic Collaborations - A strategic partnership with Harbin Institute of Technology aims to develop key technologies in low-altitude economy and intelligent manufacturing [7] - The collaboration seeks to integrate research capabilities with industrial production to foster innovation [7]