证券代码：301595 证券简称：太力科技 广东太力科技集团股份有限公司 投资者关系活动记录表 编号：2026-005 | | ☑特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（ 电话会议） | | 参与单位名称及 | 详见后附名单 | | 人员姓名 | | | 时间 | 2026年1月22日 9:00-10:00、10:00-11:00、11:00-12:00、 14:00-17:00 | | 地点 | 公司三楼会议室 | | 上市公司接待人员姓名 | 副总经理、董事会秘书：杨亮 | | | 证券事务代表：韩露露 | | | 一、调研参观 | | | 参观公司实验室、产品展厅、选品中心。 | | | 二、公司基本情况介绍 | | | 三、问答环节 Q1：公司防刺割产品在警用市场的进展如何？ | | | 答：公司的防刺割系列产品，如防刺割服、防刺割手套等， | | | 已与部分城市的公安机关达成合作，相关产品陆续供应。同时， | | 投资者关系活动 | 公司作为杭 ...

Group 1: Company Overview and Strategy - The company focuses on enhancing operational efficiency through AI and digital tools to manage sales costs and optimize core processes [2][3] - The company aims to strengthen its core competitive advantage by investing in products with technical barriers and market competitiveness, thereby improving pricing power and sales volume [3][4] - The traditional consumer business serves as a stable cash flow source, supporting the development of new business ventures [3][4] Group 2: Market Expansion and Product Development - The company is expanding into the robotics sector based on its self-developed nano-fluid materials, which have unique properties suitable for enhancing robot components [3][4] - Future growth drivers include leveraging online cross-border channels and deepening collaboration with industrial clients to optimize customer structure [3][4] - The company is actively exploring applications of its materials in commercial aerospace, focusing on differentiated competitive advantages in specific segments [3][4] Group 3: Investment and Acquisition Strategy - Future investments will focus on strengthening the production and sales supply chain, enhancing cross-border sales networks, and optimizing production delivery processes [4] - The strategic positioning is to become a technology-driven platform materials company, emphasizing B2B expansion while maintaining synergy with B2C operations [4]

Core Viewpoint - The article discusses the strategic collaboration between TaiLi Technology and TaiHe New Materials, focusing on the development and application of new materials, particularly in the fields of aramid fiber and nanomaterials, aiming to enhance product offerings and market reach [2][3]. Group 1: Strategic Collaboration - TaiLi Technology and TaiHe New Materials signed a strategic cooperation agreement to deepen collaboration in product development, technology research, and resource sharing [2]. - TaiHe New Materials has established itself as a leading global player in aramid fiber, with a revenue of 1.17 billion yuan from security and information products, accounting for 61.46% of its total revenue, showing a year-on-year growth of 5.36% [2]. - TaiLi Technology, a national high-tech enterprise, has a compound annual growth rate (CAGR) of 26.43% from 2022 to 2024, with a gross margin of 57.55% [2]. Group 2: Technological Advancements - TaiLi Technology has developed eight composite material technology platforms, enabling a wide range of applications from aerospace materials to consumer products [3]. - The company aims to implement a business strategy focusing on steady growth in the consumer market while making breakthroughs in the B2B sector, particularly in safety protection and flexible connections [3]. - The collaboration will leverage TaiLi's expertise in nanofluid materials and composite technology with TaiHe's capabilities in aramid fiber processing and industrialization to expand product applications [3]. Group 3: Industry Events - The Future Industries New Materials Expo will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring over 800 exhibitors and a significant exhibition area of 50,000 square meters [6][7]. - The expo will showcase advancements in various sectors, including lightweight functional materials, energy materials, and advanced semiconductors [8].

Group 1: Company Overview and Operations - The company has established a full supply chain for safety protection products, including core materials and end products [3] - The company is a unique supplier of vacuum storage products for China's aerospace sector, enhancing its market value through technology applications [4] - The company is actively expanding its cross-border channels, focusing on safety protection and outdoor equipment sales on platforms like Amazon and TikTok [4][5] Group 2: Financial Performance and Challenges - The company faced profit declines this year due to internal and external pressures, including increased R&D and B-end customer development investments [3] - Despite short-term profit pressures, the company achieved stable revenue growth in key new business areas and cross-border channels [3] Group 3: Supply Chain and Material Technology - The company has limited impact from upstream raw material supply constraints due to self-research and replacement of previously imported materials [2] - The company has a dedicated pricing management function to ensure supply chain stability and cost control [2] Group 4: Market Expansion and Strategy - The company is expanding its overseas offline channels, focusing on ODM/OEM business while promoting its own brand in international markets [5] - The company is leveraging its core material technology to enhance competitiveness in the overseas industrial sector [5] Group 5: Product Applications and Innovations - The company's self-developed anti-cut materials are being explored for applications in robotics, with ongoing technical exchanges with relevant manufacturers [5] - The company is actively seeking to broaden the application of its material technology in various fields, including aerospace and safety protection [4]

Core Insights - The company has established a comprehensive supply chain system in the safety protection field, offering both core materials and end products [1] - The company has gained a strong brand reputation in the C-end market, recognized as one of the top 50 innovative brands for global product exports by Amazon [1] - In the B-end industrial sector, the company is actively engaging with multiple clients to advance product validation [1] - The company has formed partnerships with certain municipal public security agencies, with related products being delivered [1] - The company plans to increase R&D investment in the aerospace sector to explore new application scenarios in safety protection [1]

Core Insights - The company has established a comprehensive product supply system in the safety protection field, covering both "core materials + end products" [1] - The company has received recognition as one of the top 50 innovative overseas brands on Amazon, indicating strong brand reputation in the consumer market [1] - The company is actively engaging with multiple clients in the B2B industrial sector and is progressing with product validation [1] - Collaborations have been formed with local public security agencies, with related products being delivered [1] - The company plans to increase R&D investment in the aerospace sector to explore new application scenarios [1] Market Development - In the consumer sector, the company has built a good brand reputation due to excellent product performance [1] - In the B2B industrial sector, the company is in discussions with several clients to advance product validation [1] - In the public security sector, the company has established partnerships with certain city police departments, with products being delivered [1] - The company aims to enhance its R&D efforts in the aerospace field to meet higher performance requirements for new-generation spacesuits [3]

Group 1: Company Overview and Strategy - The company focuses on integrating resources in channels and supply chains to enhance production and sales efficiency [2] - Emphasis on developing a cross-border sales network to increase overseas market penetration [2] - Aiming to establish a closed-loop supply chain for new business expansion by optimizing upstream raw material supply and downstream production processes [2] Group 2: B-end Market Development - The company employs a scenario-driven and technology-enabled approach to target B-end customers [3] - Leading in the safety protection and flexible connection sectors, offering a full range of products from core materials to end products [3] - Plans to enhance organizational capabilities and marketing team effectiveness to support B-end market growth [3] Group 3: C-end Market Growth - Growth in the C-end market will be driven by product, operation, and technology collaboration, with a focus on brand strength [4] - Investment in R&D for core products to create differentiated competitive advantages while optimizing cost structures [4] - Utilizing AI and algorithms to improve customer acquisition efficiency and reduce costs [4] Group 4: Cross-border Channel Expansion - Significant growth potential in cross-border channels, with plans to expand sales of new categories on platforms like Amazon and TikTok [4] - Strategy includes leveraging existing market resources to enhance overall cross-border business capabilities [4] Group 5: Market Strategy and Profitability - The company adopts a focused and differentiated market strategy, prioritizing high-barrier core categories and avoiding homogeneous competition [5] - Plans to optimize revenue structure by expanding high-margin B-end and overseas markets while improving operational efficiency in traditional C-end business [5] - Aiming to enhance profitability through AI-driven cost optimization and inventory management [5]

Group 1: B-end Business Development - The company is actively expanding its B-end business across multiple fields, achieving significant breakthroughs in core application scenarios [2] - The focus is on creating benchmark cases to accelerate market expansion through industry demonstration [2] Group 2: IKEA Business Performance - The IKEA business achieved nearly 30% year-on-year growth in the first half of the year, with limited impact from tariffs [2] - The company has successfully integrated its innovative silicone pressure-sensitive adhesive materials into IKEA's supply chain, enhancing product capabilities [2] Group 3: Amazon Channel Growth - The Amazon channel saw nearly 50% year-on-year growth in the first half of the year, with strong performance in vacuum packaging, safety protection, and outdoor equipment [3] - The company aims to deepen its market penetration in Canada, Europe, and Southeast Asia while enhancing operational efficiency on the Amazon platform [3] Group 4: E-commerce Strategy - The company plans to strengthen the fine management of e-commerce operations, optimizing resource allocation and focusing on high-potential businesses [3] - The strategy aims to reduce overall advertising costs while driving healthy growth on e-commerce platforms [3] Group 5: Robotics Material Demand - The company's cut-resistant materials demonstrate critical support capabilities for high-end humanoid robot outer protection [3] - A complete proprietary intellectual property system has been established in the cut-resistant materials field, with over 30 patents and compliance with international standards [3]

Core Viewpoint - The company, Taili Technology (301595.SZ), has developed advanced anti-cutting materials that meet the demands of high-end humanoid robots, providing protection against cutting and piercing from sharp objects while being adaptable for various applications [1] Group 1: Product Capabilities - The anti-cutting materials can withstand cutting and piercing from knives and sharp objects, fulfilling safety requirements for home services and industrial collaboration [1] - The materials are flexible, allowing them to adapt to the mechanical movements of robots, enhancing their functionality in intricate tasks [1] - The company has a significantly shorter research and development cycle for customized materials and appearances compared to the industry average [1] Group 2: Product Range - The company has established a protective materials matrix that includes high-strength products such as anti-cutting clothing and bulletproof vests, which meet the highest standards of GA 68-2022 and exceed the EN 388 level 5 for cut resistance [1] - The "Silk" series of flexible anti-cutting composite materials is ultra-thin at 0.6 mm while maintaining excellent puncture resistance [1] - The company offers customized protective solutions based on client-specific requirements, including variations in thickness, color, and texture [1]