格隆汇1月27日丨安利股份(300218.SZ)近日在线上交流时表示，安利越南 4 条生产线全部投产后，理论 上公司将形成年产聚氨酯合成革和聚氨酯复合材料1 亿米的生产经营能力。受订单结构、生产工序衔接 等因素影响，产能率有一定弹性和波动。 2025 年公司分季度产销量同比有增有减，全年累计产销量同比略有下降，但销售单价呈稳中有升态 势，反映出公司产品工艺技术升级与品类结构优化成效显现。 ...

证券代码：300218 证券简称：安利股份 | 材、沙发家居。但该排序为品类整体平均水平，若聚焦单一客 | | --- | | 户、单一产品，销售单价排序根据产品工艺复杂度、性能指标 | | 要求、合作体量等因素会有所变化，不能一概而论。 | | 3、公司第 4 期员工持股计划股份支付费用对业绩的影响？ | | 答：公司第 4 期员工持股计划产生的股份支付费用，于 2025 | | 年三、四季度计入相关成本费用，对公司经营业绩的影响体现 | | 在 2025 年。 | | 4、耐克 2026 年订单预期及合作进展？新兴运动品牌拓展 | | 情况？ | | 答：公司与耐克的合作态势持续向好，当前耐克给公司下 | | 达了一定的预告订单，但具体订单以最终实际生产情况为准。 | | 公司开发的创新材料获得耐克高度认可与青睐。自 2025 年 | | 升级为耐克战略合作伙伴后，公司的优势显现、机遇良好，努 | | 力扩大在耐克供应链体系中的总体占比。 | | 公司积极联系接洽 HOKA、昂跑等新兴品牌，相关工作正在 | | 积极推进中。 | | 5、公司消费电子品类 2024 年、2025 年销售情况？未来如 | | ...

Core Insights - The company, Anhui Anli Material Technology Co., Ltd., recently hosted a specific institutional research and site visit with four institutions, including Western Securities and Nomura Orient [1] Group 1: Business Overview - The company has focused on polyurethane composite materials for over 30 years, establishing a "2 + 2 + 2 + 2" product matrix, which includes consolidating its advantages in functional shoe materials and sofa home furnishings, while also expanding into automotive interiors and electronic products [2] - By the first half of 2025, functional shoe materials and sofa home furnishings are expected to account for nearly 70% of total revenue, with rapid growth in automotive interiors [2] - The company is the only qualified supplier of polyurethane synthetic leather and composite materials for Nike in mainland China, and is also advancing collaborations with Adidas [2] Group 2: Competitive Landscape - Major competitors include polyurethane synthetic leather companies from Japan, South Korea, and Taiwan, with competitive advantages in technology research and development, branding, production capacity, and environmental sustainability [3] - The company employs a comprehensive pricing model, and its production capacity utilization is influenced by various factors, with increasing domestic and international demand for eco-friendly materials [3] Group 3: Future Prospects - The company's Vietnam operations, which faced losses previously, have seen improved production and sales since 2025, with new capacity launched in August expected to drive profitability [3]