本次活动不涉及未披露重大信息，也无附件清单。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 近期，厦门延江新材料股份有限公司迎来多家机构调研，展现出资本市场对其发展的高度关注。 据公告显示，此次投资者关系活动类别为特定对象调研及电话会议，时间跨度为2025年9月12日 - 9月16 日。地点分别位于厦门市翔安区内厝工业区后堤路666号会议室及外部其他场所 。参与单位包括申万宏 源证券、财通基金、工银瑞信、广发证券、鑫元基金、天风证券、国寿养老、安信基金、恒越基金、淡 水泉、海富通等13家机构。上市公司接待人员为董事会秘书黄腾先生。 公司主营一次性卫生用品的面层材料，其中3D打孔无纺布应用于高端纸尿布面层。上市后主营业务稳 ...

Core Viewpoint - Xiamen Yanjing New Materials Co., Ltd. reported a revenue of 843 million yuan for the first half of 2025, marking a year-on-year increase of 26.71%, while the net profit attributable to shareholders decreased by 7.14% to 25.84 million yuan [1] Group 1 - The company specializes in the research, production, and sales of surface materials for disposable hygiene products, with key products including 3D perforated non-woven fabric and PE perforated film [1] - The company has established strong partnerships with numerous well-known domestic and international brands, positioning itself as one of the few suppliers entering the high-end product field of downstream customers [1] - The company maintained large enterprise clients through continuous innovation and a good reputation, actively seizing market opportunities from global brand customer product upgrades [1][2] Group 2 - The company is focused on deepening its presence in both domestic and international markets, implementing a "technology for efficiency" strategy, and targeting differentiated markets with high-performance, functional products [2] - The company aims to enhance cooperation depth and breadth with important clients by launching more advanced products [2] - The capacity of the company's overseas subsidiaries is gradually being released, improving its ability to serve regional and global customers, laying a solid foundation for future overseas market expansion [2]

Core Viewpoint - The company has reported a significant increase in revenue for the first half of 2025, driven by product upgrades and strong demand from global brand clients, despite facing challenges from a complex macroeconomic environment [4][5]. Company Overview - The company specializes in the research, production, and sales of surface materials for disposable hygiene products, with a focus on innovative materials [3]. - The main products include 3D perforated non-woven fabric and PE perforated film, primarily used in women's hygiene products and baby diapers [3]. Financial Performance - The company achieved a revenue of approximately 843.22 million yuan in the first half of 2025, representing a year-on-year growth of 26.71% [4]. - The revenue from the hot air non-woven fabric series increased by 58.37%, while the perforated non-woven fabric series and PE perforated film products saw growths of 15.64% and 6.31%, respectively [5]. Market Dynamics - The disposable hygiene products market in China is projected to grow steadily, with the market size for absorbent hygiene products estimated at 132.13 billion yuan, a 13.8% increase from 2023 [3]. - The women's hygiene products market is expected to reach 86.71 billion yuan, growing by 23.27%, while the baby hygiene products market is forecasted to decline slightly by 1.7% [3]. Strategic Initiatives - The company is focusing on enhancing its global supply chain capabilities and expanding its market presence in North America and Europe [13][14]. - The company aims to strengthen its product offerings by developing high-performance and functional products to meet the needs of key clients [5]. Operational Efficiency - The company is optimizing internal management and production processes to improve operational efficiency and reduce costs [6]. - Despite a 7.14% decline in net profit to approximately 25.84 million yuan, the company is taking strategic measures to mitigate risks associated with tariffs and supply chain uncertainties [6].