宝丽迪(300905) - 300905宝丽迪投资者关系管理信息20250605

Group 1: Industry Demand and Advantages - The demand for chemical fiber masterbatches is expected to continue expanding due to environmental policies and the efficiency of the original liquid coloring method, which reduces labor and energy consumption while minimizing waste emissions [1] - The company has a cost advantage due to large-scale raw material procurement, ensuring stable quality and timely response to customer needs [1] - The company has established long-term relationships with leading downstream enterprises, contributing to stable production and supply relationships [1] Group 2: Product Development and Innovation - The company is increasing R&D investment to enhance innovation capabilities, providing customized products for downstream clients [2] - A joint venture with Nankai University focuses on covalent organic frameworks (COFs), which have significant potential in various fields such as renewable energy and biomedicine [2] - The company has successfully synthesized a series of new COFs materials, although these products are still in the customer verification and promotion stage and have not yet achieved bulk sales [2] Group 3: Future Production Capacity - The company is preparing to establish a new production line with an annual capacity of 200 tons for COFs materials, currently undergoing approval and preparation processes [2]