Company Overview - Tongling Jieya Biotechnology Co., Ltd. was established in 1999 and specializes in the research, production, and sales of wet wipes, with 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]. - 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 Tariffs: The current tariff policies have a relatively limited impact on the company's overall business [3]. - US Wet Wipe Factory Project: The project is currently under construction and is expected to commence production next year [3]. - Kimberly-Clark European Orders: Production began in April 2025, and order deliveries are progressing as planned [3]. - Asset Impairment: The company adheres to accounting standards and will reasonably assess asset impairment based on prudence [3]. - Self-Branding Considerations: The company is exploring self-branding through an industrial fund but has seen low revenue conversion rates [3]. - Facial Mask Business Outlook: Currently serving major clients like L'Oréal and Galen Group, with a gradual expansion to other domestic brands, though new client orders are relatively small [3]. - Jiechuang Medical Subsidiary: The subsidiary is undergoing strategic adjustments, with cautious investment based on overall business layout and resource optimization [3]. - Equity Incentives: The company is focused on establishing long-term incentive mechanisms and will disclose plans as they develop [3]. - Compliance with Regulations: The company conducted the investor communication event in accordance with regulatory guidelines, ensuring no undisclosed significant information leaks occurred [3].
洁雅股份(301108) - 2025年5月28日 投资者关系活动记录表