南京聚隆(300644) - 2024年5月24日投资者关系活动记录表

Group 1: Company Overview - Nanjing Julong Technology Co., Ltd. is listed under stock code 300644 [1] - The company specializes in high-performance nylon products, particularly for the automotive sector [3] Group 2: Financial Performance - In 2023, the company's sales in the automotive sector reached 1.358 billion CNY, representing an 18.34% year-on-year growth [3] - The company has achieved steady growth in this sector for four consecutive years [3] Group 3: Competitive Advantages - The company possesses significant technological and quality advantages in high-performance nylon, developed since 2002 [3] - It has over 100 patents and has received multiple national awards for technological progress [4] Group 4: Sales and Market Strategy - The company employs a direct sales model while also catering to both domestic and international markets [4] - Major overseas clients are located in Germany, the UK, Australia, and Thailand, with plans to establish a factory in Mexico to enhance international competitiveness [4] Group 5: Raw Material Management - The company has strategies in place to mitigate the impact of price fluctuations in raw materials, primarily nylon and polypropylene [5] - It signs annual supply contracts with major suppliers to stabilize raw material costs [5] Group 6: Future Plans - The company plans to expand production capacity based on market demand, supported by ongoing projects funded through convertible bonds [5] - It is actively involved in the development of materials for automotive applications, including millimeter-wave radar technology [6]