来源：新浪证券-红岸工作室 1月9日，家联科技涨3.93%，成交额1.15亿元，换手率3.64%，总市值44.34亿元。 1、宁波家联科技股份有限公司的主营业务是塑料制品、生物全降解制品及植物纤维制品的研发、生产 与销售。公司的主要产品是塑料制品、生物全降解制品、植物纤维制品、纸制品及其他。 塑料制品、 生物全降解制品及植物纤维制品的研发、生产与销售。 2、2025年6月17日互动易，公司专注于PLA材料的研发与应用，并在消费级FDM材料及制品领域提前 布局并产业化。目前，公司暂未与泡泡玛特开展合作。公司生产的3D打印耗材具备广泛的应用前景， 可覆盖工业设计、教育、玩具手办、医疗等多个领域，其技术特性能够为潮流玩具制作等场景提供材料 支持。 异动分析 可降解塑料+3D打印+跨境电商+人民币贬值受益+一带一路 3、根据2022年12月9日互动易，公司为全球塑料餐饮具制造行业的领先企业，公司产品销售以外销为 主，外销区域主要分布在北美洲、欧洲及大洋洲等发达国家和地区，公司目前的主要海外客户为海内外 知名大型商超以及连锁餐饮企业，2021年公司外销占比达70.47%。同时公司也开拓了跨境电商平台的 线上市场对产品进 ...

Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing growth in its stock performance and is positioned to benefit from trends in biodegradable plastics, 3D printing, and cross-border e-commerce [1][2]. Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.81 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, a decrease of 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports as of 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms [2]. Production Capacity and Expansion - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, and plant fiber products [3]. - The company is focusing on the research and application of PLA materials and has made early investments in the consumer-grade FDM materials and products sector [2]. Stock Performance - On January 6, the company's stock rose by 1.37%, with a trading volume of 148 million yuan and a turnover rate of 4.87%, bringing the total market capitalization to 4.323 billion yuan [1].

Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing growth in its stock performance and is positioned to benefit from trends in biodegradable plastics, 3D printing, and cross-border e-commerce [1][2]. Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.8145 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had a total of 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, a decrease of 11.47% [8]. Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports as of 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - The company has also expanded its online market presence through cross-border e-commerce platforms [2]. Production Capacity and Expansion - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, and plant fiber products, with these lines gradually entering production [3]. Stock Market Activity - On January 5, the company's stock rose by 1.30%, with a trading volume of 70.5698 million yuan and a turnover rate of 2.33%, bringing the total market capitalization to 4.265 billion yuan [1].

12月12日，家联科技涨0.39%，成交额5754.35万元，换手率2.01%，总市值40.40亿元。 异动分析 来源：新浪证券-红岸工作室 4、根据2024年年报，公司海外营收占比为55.43%，受益于人民币贬值。 5、2025年9月2日互动易，泰国工厂作为公司重要的海外产能布局节点，已投放包括3D打印线材、塑料 餐饮具及家居用品和植物纤维制品等产线在内的多类产能，目前各产线正逐步投入生产。 跨境电商+可降解塑料+3D打印+人民币贬值受益+一带一路 1、根据2022年12月9日互动易，公司为全球塑料餐饮具制造行业的领先企业，公司产品销售以外销为 主，外销区域主要分布在北美洲、欧洲及大洋洲等发达国家和地区，公司目前的主要海外客户为海内外 知名大型商超以及连锁餐饮企业，2021年公司外销占比达70.47%。同时公司也开拓了跨境电商平台的 线上市场对产品进行境外推广和销售。 2、宁波家联科技股份有限公司的主营业务是塑料制品、生物全降解制品及植物纤维制品的研发、生产 与销售。公司的主要产品是塑料制品、生物全降解制品、植物纤维制品、纸制品及其他。 塑料制品、 生物全降解制品及植物纤维制品的研发、生产与销售。 3、20 ...

可降解塑料+3D打印+跨境电商+人民币贬值受益+一带一路 1、宁波家联科技股份有限公司的主营业务是塑料制品、生物全降解制品及植物纤维制品的研发、生产 与销售。公司的主要产品是塑料制品、生物全降解制品、植物纤维制品、纸制品及其他。 塑料制品、 生物全降解制品及植物纤维制品的研发、生产与销售。 2、2025年6月17日互动易，公司专注于PLA材料的研发与应用，并在消费级FDM材料及制品领域提前 布局并产业化。目前，公司暂未与泡泡玛特开展合作。公司生产的3D打印耗材具备广泛的应用前景， 可覆盖工业设计、教育、玩具手办、医疗等多个领域，其技术特性能够为潮流玩具制作等场景提供材料 支持。 3、根据2022年12月9日互动易，公司为全球塑料餐饮具制造行业的领先企业，公司产品销售以外销为 主，外销区域主要分布在北美洲、欧洲及大洋洲等发达国家和地区，公司目前的主要海外客户为海内外 知名大型商超以及连锁餐饮企业，2021年公司外销占比达70.47%。同时公司也开拓了跨境电商平台的 线上市场对产品进行境外推广和销售。 来源：新浪证券-红岸工作室 12月9日，家联科技跌1.95%，成交额3722.72万元，换手率1.30%，总市值 ...

证券日报网12月5日讯家联科技在12月4日至12月5日回答调研者提问时表示，公司3D打印耗材使用的原 材料系经过公司自主改性技术改性后的PLA材料。公司通过自主研发并掌握对生物降解材料进行定制化 改性的工艺技术和流程，使其在耐热性、抗冲击性、高速打印适应性及多场景应用等方面显著优于通用 PLA材料，可以满足不同品类的产品生产需求，为消费者提供了更可靠、高效且环保的解决方案。 （文章来源：证券日报） ...

证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 投资者关系活动类 别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及人 员姓名 华夏基金 周天翎、曹雅媞；财通基金 张玉龙；东方财富证券 梅 宇鑫；方正证券 林建东；浙商证券 史凡可、褚远熙；路博迈 吴 瑾；新华基金 夏旭；鑫元基金 张咏；晶石基金 朱永平、陈腾腾； 杭州谦询私募 李林容；乾惕投资 邱正好；东方证券自营 赵梓涵； 中景润控股集团 朱力、缪天；付龙柱；国泰海通 毛栋栋；农银汇 理基金 宋磊；泉汐投资 刘嘉庆 时间 2025 年 12 月 4 日-12 月 5 日 地点 公司会议室 上市公司接待人员 姓名 董事会秘书 汪博 证券部 解竣皓、杨嫣丹 投资者关系活动主 要内容介绍 一、家联科技董事会秘书汪博带领调研人员参观公司展厅， 介绍公司的产品及未来的战略规划。 二、公司与调研人员就以下问题进行了探讨 问题一：公司 3D 打印耗材原材料跟通用 PLA 材料的区别？ 答：公司 3D 打印耗材使用的原材料系经过公司自主改性技术 改性后的 P ...

摘要 消费级 3D 打印龙头专家交流 20251204 消费级 3D 打印市场经历三个转折点：疫情期间 DIY 需求、2022 年高 速打印技术突破、2024 年多色与 AI 技术应用，推动市场快速发展，预 计 2030 年出货量将超 850 万台。 用户群体从创客扩展至教育、家庭、设计师和医疗等领域，其中教育、 创客和家庭互动类用户是重点关注对象，但国内渗透率受教育文化、生 活节奏和供应链差异影响较低。 未来产品升级方向包括彩色/全彩印刷、提升速度与成功率、降低使用门 槛，头部企业通过开设线下体验店推广，但需解决实际生活需求才能提 高普及度。 3D 打印产品质量目前略逊于品牌注塑产品，但优于低端非品牌产品。各 企业竞争优势在于用户定位（拓竹）、渠道（创想 3D）、性价比（中为 立方）和技术（智能派），产品力是未来竞争关键。 拓竹营收领先，达 57 亿元，但 FDM 增长空间有限，正布局多元化产品； 创想 3D 多元化发展但研发投入不足；中为立方需提升研发和用户体验； 智能派需加强研发避免价格竞争。 Q&A 请介绍一下消费级 3D 打印行业过去几年的发展情况及目前的市场规模。 消费级 3D 打印机主要包括 F ...

Core Insights - The consumer-grade 3D printing market is experiencing rapid growth, driven by advancements in technology and decreasing costs, making it more accessible to ordinary consumers [1][4][5] Group 1: Market Trends - The term "3D printing" has gained immense popularity on social media platforms, with over 1.3 billion views on Xiaohongshu and 10.11 billion views on Douyin, indicating a cultural trend towards showcasing 3D printed creations [2] - The consumer-grade 3D printer market is projected to grow from 4.1 million units in 2024 to 13.4 million units by 2029, with a compound annual growth rate (CAGR) of 26.6% [5] - The market size is expected to increase from $4.1 billion in 2024 to $16.9 billion by 2029, with a CAGR of 33.0% [5] Group 2: Drivers of Growth - Technological advancements, particularly in generative AI, have lowered the barriers to 3D modeling, allowing users to create models using text, images, or voice [5][6] - The price of consumer-grade 3D printers has decreased significantly, with many models now available for under 10,000 yuan, making them accessible to a broader audience [5] - Improvements in printing efficiency and material usage have enhanced the user experience, with multi-color printing times reduced from over 20 hours to approximately 5 hours [6] Group 3: Competitive Landscape - The consumer-grade 3D printing sector is characterized by intense competition, with companies like Tuozhu, Chuangxiang Sanwei, and others vying for market share [7] - Tuozhu is currently leading the market, with projected revenues of 5.5 to 6 billion yuan in 2024 and a net profit nearing 2 billion yuan [7] - The investment landscape is robust, with over 40 financing events in the 3D printing sector since 2025, indicating strong interest from venture capital [7][8] Group 4: Company Performance - Chuangxiang Sanwei is the largest provider in the consumer-grade 3D printing market, holding a 27.9% market share, with revenues increasing from 1.346 billion yuan in 2022 to 2.288 billion yuan in 2024 [12][13] - The revenue from 3D printing consumables is on the rise, with its share of total revenue increasing from 3.0% in 2022 to 11.4% in 2024 for Chuangxiang Sanwei [19][20] - The performance of consumer-grade 3D printing companies contrasts sharply with industrial-grade firms, which have not seen similar growth in revenue [14][15]

Group 1: Company Overview and Strategy - The company is currently experiencing good production and operational conditions, with ongoing optimization of domestic and international capacity and customer structure [1] - Future strategies focus on green low-carbon development, international expansion, technological innovation, and risk management [1] - The company aims to enhance its anti-risk capabilities through a "localized R&D + regional production + global marketing" model [2] Group 2: 3D Printing Business - The company has established stable partnerships with leading 3D printing enterprises, aiming to cover multiple application scenarios [2] - Future plans include accelerating the construction and capacity ramp-up of 3D printing consumables production lines to achieve significant improvements in scale and delivery capabilities [2] - The primary sales region for 3D printing consumables is currently North America, with plans to expand into new market areas [2] Group 3: Product Development and Market Share - The company is focused on biodegradable materials, plant fiber products, and innovative applications of environmentally friendly materials [3] - Continuous investment in new technologies, materials, and processes is aimed at maintaining a technological edge and optimizing products and services based on market feedback [2] - The company is actively developing high-potential emerging products, including 3D printing filaments [3] Group 4: Profitability and Cost Management - There is a noticeable difference in gross margins between China and Thailand, influenced by local procurement costs, production efficiency, and logistics [3] - Measures to improve the profitability of the Thailand production base include enhancing supply chain construction and smart manufacturing levels [3] Group 5: Customer Relationship Management - In the domestic market, the company is deepening collaborations with leading food and beverage enterprises to enhance customer loyalty and service [3] - Internationally, the company is accelerating its globalization efforts by establishing business offices in multiple countries to reduce trade risks and enhance competitiveness [3]