证券日报网讯 12月19日，天安新材在互动平台回答投资者提问时表示，公司持续深化出海战略，加速 布局全球市场。公司产品通过多项国际权威认证，为构建全球化市场准入体系、提升海外市场竞争力打 下坚实基础。公司以"成为全球领先的环保艺术空间综合服务商"为愿景，致力于实现技术、服务、品牌 出海。公司的装配式墙板、防火板等创新产品，凭借安装便捷、缩短工期、低碳环保的优势，在人工成 本高昂的海外市场备受青睐。未来，公司将继续深化国际合作，拓展全球市场版图，通过输出成熟的技 术解决方案、卓越的服务体系以及强大的品牌价值，致力于实现从区域性领军企业向全球化泛家居品牌 的战略升级。 （编辑 王雪儿） ...

Core Viewpoint - The company held a Q3 2025 earnings presentation, discussing significant revenue growth in automotive interior and building fireproof panel materials, and outlining strategies for future growth and market expansion [1][2][3] Group 1: Earnings Presentation Overview - The earnings presentation took place on October 28, 2025, with key executives participating and engaging with investors [1] - The company reported a 34.22% year-on-year revenue increase in the automotive interior segment and a 34.12% increase in building fireproof panel materials for the first nine months of 2025 [2][3] Group 2: Strategies for Growth - In the automotive interior materials segment, the company plans to strengthen existing customer relationships and expand into new energy vehicles and domestic brand projects, focusing on high-value orders and efficiency improvements [2][3] - For building fireproof panel materials, the company aims to enhance operational synergy, optimize product performance, and expand into international markets through adaptive product development and participation in global trade shows [3] Group 3: Technological Advancements and Collaborations - The company is actively engaging in the embodied intelligence sector through strategic investments and partnerships, such as with Ruobo Robotics and HeShan Technology, focusing on core technologies and applications [4][6] - The company is developing soft, durable materials for robotic skin and muscle products, leveraging its expertise in skin-like surface materials [4][5] Group 4: International Expansion and Market Positioning - The company is expanding its overseas market presence, targeting developed regions with potential for growth in the home building materials sector, and has opened showrooms in Australia [7] - The establishment of the "Eagle New Materials" brand aims to penetrate the renovation market, offering eco-friendly products tailored to meet consumer demands for health and sustainability [8] Group 5: Resilience in Challenging Economic Conditions - The company has maintained growth despite economic challenges by leveraging its industry resources and focusing on high-quality production and operational efficiency [8]

Core Insights - The article highlights the transformation of the Chinese supply chain and its impact on the hotel industry, particularly through the example of Jinjiang Metropolo, which leverages a "national supply chain" to enhance its competitive edge and cultural representation [1][10]. Group 1: Company Overview - Jinjiang Metropolo is a mid-to-high-end national business hotel brand with nearly a century of cultural heritage, focusing on brand rejuvenation and commercial value enhancement [3][5]. - The brand integrates over 3,000 quality suppliers through the Jinjiang GPP platform, aiming to merge Chinese culture with commercial value [3][10]. Group 2: Market Trends - Consumer willingness to choose domestic products has significantly increased, with 84.3% of consumers expressing a preference for national brands, reflecting a cultural resonance and trust in quality [6]. - The hotel market is responding to the demand for high-quality, culturally rich accommodations, pushing for the creation of hotels that embody both aesthetic appeal and operational efficiency [10][29]. Group 3: Business Model and Strategy - Jinjiang Metropolo's "Pioneer Metropolo" national supply chain focuses on three core principles: cost-saving, profit generation, and stability [11][12]. - The brand employs domestic products and technological innovations to lower costs without compromising quality, effectively breaking the price barriers set by international brands [13][29]. Group 4: Financial Performance - The average room price (ADR) for Jinjiang Metropolo is significantly higher than that of comparable hotels, with the highest ADR reaching 1,000 yuan for premium offerings [27][14]. - The investment return period for hotels in third-tier cities is approximately 4.2 years, with stable occupancy rates contributing to efficient capital turnover [27][29]. Group 5: Cultural Integration - Jinjiang Metropolo emphasizes cultural integration, transforming cultural elements into tangible, consumable products that enhance the guest experience and drive pricing power [18][20]. - Collaborations with quality domestic brands amplify cultural value, leading to a unique market position characterized by cultural premium [20][32]. Group 6: Expansion and Globalization - The brand aims to expand its footprint significantly, with plans to exceed 1,000 locations in the next 3-5 years, supported by a robust supply chain and operational model [24][26]. - Jinjiang Metropolo's model aligns with national strategies for supply chain modernization and has the potential to serve as a benchmark for the global expansion of Chinese hotel brands [32][34].

Core Insights - The "Smart Home" industry is becoming a key engine for high-quality economic development in China, driven by global digital transformation and dual carbon goals [1] - Recent policies from the National Development and Reform Commission and the Ministry of Commerce support the construction of a "smart+" consumption ecosystem, facilitating the transition from single smart products to whole-home smart solutions [1] Group 1: Industry Trends - The conference focused on the upgrade and technological innovation of the smart home industry, exploring new paths for deep integration with urban high-quality development [1] - Smart technology is shifting from being an "added value" in building decoration to a "necessity," enabling cost reduction and efficiency improvement throughout the building lifecycle through digital design, prefabricated construction, and smart operation [1] Group 2: Company Initiatives - China State Construction Engineering Corporation (CSCEC) presented its self-developed products, such as "magnesium wing composite panels" and "prefabricated wall panels," which are characterized by circular installation and environmental friendliness, integrating various construction processes [1] - CSCEC signed a cooperation agreement with Sungang Street to develop a "smart trendy block," providing a full-chain smart construction solution from design to operation, aiming to create application and consumption scenarios [1]