Group 1: Company Overview - Tongling Jeya Biotechnology Co., Ltd. specializes in the research, production, and sales of wet wipes, with over 20 years of industry experience [1][2] - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021 [2] Group 2: Financial Performance - In the first quarter of 2025, the company reported a revenue of 124 million yuan and a net profit of 1,006.27 million yuan [3] Group 3: Key Clients and Market Expansion - Major clients for the wet wipes business include international brands such as Woolworths, Kimberly-Clark, Johnson & Johnson, and Procter & Gamble, as well as domestic e-commerce brands like babycare and Dongfang Zhenxuan [3] - The company has seen a stable order flow from existing clients and has successfully secured new business in Europe and Canada [3] Group 4: U.S. Factory Development - The company acquired a wet wipes factory in the U.S. this year, currently undergoing renovations and equipment installation, with production expected to start in Q1 2026 [3] - Risks associated with the U.S. factory include uncertainties in renovation and approval processes, client audits, potential delays in production, and cultural differences affecting efficiency [3] Group 5: Brand Development and Other Ventures - The company's efforts to develop its own brand through fund incubation have not met expectations, leading to a significant reduction in investment [3] - The joint venture with Jiangsu Chuangjian for collagen products has not made substantial progress due to rapid market changes [3] Group 6: Compliance and Regulations - The investor communication activity adhered to the Shenzhen Stock Exchange's self-regulatory guidelines, ensuring no significant undisclosed information was leaked [4]
洁雅股份(301108) - 2025年7月21日 投资者关系活动记录表