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南山智尚(300918) - 2025年08月27日投资者关系活动记录表

Dividend Policy - The company plans to distribute a cash dividend of 0.40 CNY per 10 shares, totaling approximately 20,030,613.08 CNY, which represents 26.66% of the net profit attributable to shareholders for the first half of 2025 [2]. Product Performance - The revenue from ultra-high molecular weight polyethylene fiber reached 88.06 million CNY in the first half of 2025, marking a year-on-year growth of 2.61%, with a gross margin of 27.15%, up by 12.98% [12]. - The company has improved the first-class rate of ultra-high molecular weight polyethylene fiber products, enhancing customer trust and market expansion [2]. Market Expansion - The company is focusing on the domestic and international markets, with a strategy to provide customized services and maintain long-term partnerships to boost market share [10]. - The demand for ultra-high molecular weight polyethylene fiber in the civilian and military sectors is steadily increasing, with significant growth expected in humanoid robotics applications [4]. Research and Development - The company is actively developing high-performance nylon fibers with applications in robotics, including features like flame retardancy, UV resistance, and antibacterial properties [9]. - Continuous innovation in product specifications and production processes is aimed at meeting the evolving needs of the robotics industry [13]. Supply Chain Management - The company has established stable relationships with suppliers to optimize procurement costs and ensure the quality and stability of raw materials [6]. - A green procurement approach is being adopted to reduce the carbon footprint and enhance product sustainability [6]. Strategic Focus - The company's strategic framework emphasizes traditional woolen clothing as the foundation while expanding into new material fibers as a growth driver [11].