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美达股份(000782) - 2024年7月17日投资者关系活动记录表
H-TechH-Tech(SZ:000782)2024-07-18 08:26

Group 1: Company Overview - The main products of the company include Nylon 6 chips, Nylon yarn, and textile dyeing fabrics [2] - Nylon 6 chips are primarily used in civilian spinning, modified plastics, engineering plastics, and injection molding [2] - The company produces four main categories of Nylon 6 chips: civilian spinning grade, industrial spinning grade, modified base material chips, and injection molding grade chips [2] Group 2: Production Capacity and Sales - The designed production capacity for Nylon chips is 185,000 tons, and for Nylon yarn, it is 97,500 tons [3] - In 2023, the production volume was 172,600 tons for Nylon chips and 72,700 tons for Nylon yarn [3] - The company's revenue for 2023 was 2.817 billion yuan, with Nylon 6 chips contributing 1.461 billion yuan (51.86%), Nylon yarn contributing 1.236 billion yuan (43.87%), and textile dyeing fabrics contributing 114 million yuan (4.03%) [3] Group 3: Export and Revenue - In 2023, the company's overseas revenue was 395 million yuan, accounting for 14.03% of total revenue [3] Group 4: Shareholder Commitments - The controlling shareholder, Chen Jianlong, has committed to resolving industry competition issues within 60 months through asset injection [3] - Chen Jianlong has also pledged not to reduce his shareholding for 36 months and to increase his stake in the company [3] Group 5: Performance Improvement Measures - The company is actively working on cost reduction, efficiency improvement, and product diversification to enhance operational performance [4] - In Q1 2024, the company reported a revenue growth of 28.51% and a narrowing net loss [4] Group 6: R&D and Technological Advantages - The company focuses on the development of regenerated Nylon and high-strength fibers to achieve product transformation and upgrading [4] - It has completed a national key R&D project on high-quality liquid-colored polyamide fiber technology, achieving international advanced levels [4] - The company is also developing specialized Nylon functional materials for medical applications, including antibacterial and temperature-regulating fabrics [4]