证券代码：301003 证券简称：江苏博云 江苏博云塑业股份有限公司 投资者关系 活动类别 特定对象调研 □媒体采访 □新闻发布会 □专场机构交流会 □其他 □分析师会议 业绩说明会 □路演活动 □现场参观 参与单位名称及 人员姓名 招商证券 葛小川 华创证券 申起昊 财通证券 韩家宝 华富基金 邓贤波 东吴证券 程颙 上海证券 刘阳东 时间 2025 年 5 月 28 日 地点 公司会议室 上市公司接待 人员姓名 董事会秘书、财务负责人邓永清 证券事务代表杨玉婷 投资者关系管理 薛炜 投资者关系活动 主要内容介绍 1、新的募投项目预计一条产线一年对应多少产能？ 回复：2024 年末公司募投项目"研发测试中心及实验室建设项目" 及募投项目"改性塑料扩产及塑料制品成型新建项目"中的 4 条挤 出机生产线达到预定可使用状态，4 条新的生产线整体产能为 3 万 吨。 2、公司的马来西亚生产基地，主要生产什么材料？ 回复：马来西亚子公司生产基地今年进行了搬迁改造，由原来的租 赁物业改为购买自有物业，其主要业务是色母粒生产，同时也预留 了改性塑料生产的空间。 3、公司是否涉足机器人领域，有无相关业务？ 回复：公司目前产 ...

Group 1: Financial Performance - The company's 2024 annual revenue reached 645 million CNY, representing a year-on-year growth of 27.37% [6] - The net profit for 2024 was 141 million CNY, an increase of 22.24% compared to the previous year [7] - The company declared dividends exceeding the total net profit for 2024, indicating confidence in future profitability [4] Group 2: Research and Development - R&D expenses decreased by 22.37% in 2024, primarily due to adjustments in product strategy and organizational optimization [3] - The total number of R&D personnel has declined for two consecutive years, with a reduction of over 31% in both undergraduate and master's degree holders [2] - The company invested 19.77 million CNY in R&D in 2024, accounting for 3.07% of total revenue [5] Group 3: Market and Product Development - High-performance modified nylon (PEMARON) generated revenue of 355 million CNY, up 29.23% year-on-year [5] - The company is focusing on expanding its market presence in emerging fields such as low-altitude economy and precision components for smart robotics [6] - The automotive sector generated revenue of 68.51 million CNY in 2024, reflecting a growth of 15.84% [6] Group 4: Strategic Initiatives - The company is committed to sustainable development, implementing green production processes and promoting the use of biodegradable materials [7] - Plans to enhance supply chain management and cost control are in place to improve competitiveness [6] - The company is considering the suggestion of capitalizing reserves to increase share capital, depending on operational conditions and market environment [4]