纳尔PPF作为旗下高端漆面膜品牌，采用自主研发的第五代氢键涂层技术，兼具高硬度与韧性，能抗划 痕、轻微剐蹭和变形，且具备自动修复功能。依托与常熟理工学院合作的研究院，产品类型丰富，涵盖 自修复型、抗UV型等多种。品牌在功能薄膜技术上储备丰富，生产制造和品控严格，确保品质与技术 优势。 营业收入地区结构 2025年上半年，纳尔股份境内收入4.803亿元，境外收入4.918亿元，与2024年度相比结构相对平稳。因 客户类型多样，未细化统计到终端客户具体国家。 纳尔股份于2025年9月9日14:00 - 15:00通过线上会议的形式，接受了永赢基金、国泰海通等3家机构的特 定对象调研。公司副总经理、财务负责人、董事会秘书游爱军参与接待。 公司主要情况介绍 公司董秘游爱军介绍，纳尔股份主要业务涵盖数码喷绘材料、汽车功能膜、电子功能及光学膜等新材料 产品，分别占主营业务收入51%、43%、6%左右。公司采取"新材料、新能源"双驱动发展策略。 在"新材料"领域，数码喷绘材料业务致力于拓展市场份额、深化产业链，提高原材料自产自供比例；汽 车保护膜、光学膜则通过增加研发投入、扩大制造能力、创新渠道等方式，为公司带来增量业务。 ...

上海纳尔实业股份有限公司 投资者关系活动记录表 证券代码：002825 证券简称：纳尔股份 编号：2025-010 上海纳尔实业股份有限公司 投资者关系活动记录表 | | 特定对象调研 □新闻发布会 | | --- | --- | | 投资者关系活 | □分析师会议 □路演活动 | | 动类别 | □媒体采访 □现场参观 | | | □业绩说明会 其他 | | 参与单位名称 | 永赢基金 庄子童 王昕妍 | | 及人员姓名 | 国泰海通 毛宇翔 | | 时间 | 年 月 日（星期二） 2025 9 9 14:00-15:00 | | 地点 | 线上会议 | | | 一、 公司主要情况介绍 | | | 公司董秘游爱军对公司发展历程、产品业务等情况进行了介 | | | 绍：公司主要业务为数码喷绘材料、汽车功能膜、电子功能及光学 | | | 膜等新材料产品，分别占公司主营业务收入 51%、43%、6%左右。 | | | 公司目前发展的主要策略为"新材料、新能源"双驱动。"新 | | | 材料"领域，数码喷绘材料业务的发展策略为拓展市场份额、做强 | | | 产业链深度，积极拓展市场提升市场占有率，提升原材料自产 ...

Company Overview - The main business of the company includes digital printing materials (65% of revenue), automotive functional films (30%), and electronic functional and optical films (5%) [2] - The company's strategy focuses on "new materials and new energy" as dual drivers for growth [2] Financial Performance - In the first half of 2025, the company achieved revenue of 972 million, a 4.10% increase year-on-year [3] - Net profit reached 114 million, representing a 79.15% year-on-year growth [3] - Basic earnings per share were 0.4 yuan [3] Product Characteristics - The company's automotive protection film (PPF) features self-healing technology, high hardness, and scratch resistance [4] - Various types of PPF products include self-repairing, UV-resistant, heat-resistant, fingerprint-resistant, matte, and self-cleaning types [4] Research and Development - The company is recognized as a high-tech enterprise and has established partnerships with several universities for R&D [5] - In the first half of 2025, the company applied for 27 new patents, including 18 invention patents [6] - Cumulative valid invention patents reached 18, and valid utility model patents totaled 75 by the end of June 2025 [6] Quality Control - The company has obtained multiple international quality system certifications, including ISO9001:2015 and ISO14001:2015 [7] - A comprehensive quality management system has been established to enhance product competitiveness [7]

Company Overview - The main business areas of the company include digital printing materials (68% of revenue), automotive functional films (25%), and electronic and optical films (5%) [2] - The company's strategy focuses on "new materials and new energy" as dual drivers for growth [2] Market Strategies - The digital printing materials market is expanding with over 200 regional brand agents in China and exports to over 90 countries [3] - In the automotive functional film sector, the company has formed strategic partnerships to drive innovation and quality control [3][5] Financial Performance - The automotive functional film business is projected to grow by 50.62% in 2024, driven by increasing demand and the rise of high-value vehicles [5] - The company aims to maintain stable revenue and profit growth through deepening its core businesses [6] Product Development - The automotive protective film product line includes paint protection films, window films, and color change films, with a focus on quality and innovation [4][5] - The high-end paint protection film brand, NAR PPF, utilizes advanced self-healing technology and has a strong quality assurance process [5] Future Growth Opportunities - The company plans to explore partnerships in new materials, new energy, and semiconductor core materials to enhance its growth prospects [6]