宝丽迪(300905) - 300905宝丽迪投资者关系管理信息20250603

Group 1: Financial Health - The company's current debt-to-asset ratio is approximately 11%, which is considered low within the industry, indicating strong solvency and manageable liquidity risk [2][3]. Group 2: Impact of U.S. Tariff Policies - The impact of U.S. tariff policies on the company is minimal due to low revenue sensitivity; overseas income constitutes a small portion of total revenue, primarily from Turkey and Southeast Asia [2][3]. - The company has a strong ability to pass on costs due to high technical barriers and strong customer loyalty, allowing for price adjustments or supply chain optimization to mitigate potential tariff costs [2][3]. Group 3: Strategic Planning - The company aims to enhance its core business through increased R&D investment and technological upgrades, aspiring to become a benchmark enterprise in liquid color technology globally [3]. - Plans include diversifying market reach by expanding from fiber masterbatches to liquid color masterbatches and film masterbatches, increasing the share of non-fiber business [3]. - The company will leverage its Turkish subsidiary to penetrate international markets and pursue higher-level product certifications, focusing on internationalization and green transformation [3]. Group 4: Core Competitiveness - The company's core competitiveness in the fiber masterbatch sector is rooted in its technological barriers and innovation capabilities, with over 30 years of experience in liquid color technology [3]. - It offers integrated solutions from customer needs analysis to production technical guidance, enhancing customer loyalty through rapid response to customization [3]. - The company benefits from scale and location advantages with multiple production bases in Suzhou, Siyang, and Xiamen, leading in domestic market share and reducing logistics costs [3].