Company Overview - Tongling Jeya Biotechnology Co., Ltd. was established in 1999 and specializes in the research, production, and sales of wet wipes, accumulating over 20 years of industry experience [2]. - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021, and is steadily advancing its fundraising projects [2]. Financial Performance - In Q1 2025, the company reported a revenue of 124 million yuan and a net profit of 10.06 million yuan [2]. Q&A Highlights - Impact of Tariff Policies: Current tariff adjustments have not significantly affected the company's operations, and the overall impact is manageable [3]. - U.S. Production Base: The construction of the U.S. production base is progressing as planned, currently in the foundational construction phase, with production expected to commence in 2025 [3]. - Performance Trends: The company has stabilized its performance through business restructuring and successfully acquired Kimberly-Clark's European business [3]. - Personal Care Business Development: The personal care segment primarily focuses on OEM for L'Oréal, with plans to expand domestic clientele, although current order volumes are small. Future growth may involve industry acquisitions [3]. - Strategic Development Direction: The company aims to deepen existing business operations while exploring innovative fields such as biosynthesis technology and core materials for the health industry [3]. - Own Brand Consideration: The company has initiated incubation trials through an industrial fund, focusing on online marketing, though market conversion rates have not met expectations [3]. - Customer Dependency Risks: The company collaborates with well-known global enterprises, ensuring stable partnerships. Major clients have stringent quality requirements and established supplier certification systems, making supplier changes infrequent. The company plans to optimize its business structure and enhance core competitiveness through technological innovation [3]. Compliance and Regulations - The investor communication event adhered strictly to the Shenzhen Stock Exchange's self-regulatory guidelines, ensuring no significant undisclosed information was leaked [3].
洁雅股份(301108) - 2025年5月20日 投资者关系活动记录表