南京聚隆(300644) - 2023年9月20日投资者关系活动记录表

Business Overview - Nanjing Julong Technology Co., Ltd. focuses on the research, production, and sales of high polymer new materials and composite materials, including modified plastics, plastic-wood profiles, and carbon fiber composite parts [2][3] - The company serves various sectors such as automotive, high-speed rail, 5G communications, medical health, aerospace, and environmental construction [2][3] - Nanjing Julong has been recognized as a national high-tech enterprise and has received multiple awards for technological advancement and innovation [3][4] Product Development and Innovation - The company is advancing new products aligned with national new energy strategies, including high melt strength nylon materials and environmentally friendly flame-retardant nylon [3][4] - Nanjing Julong has developed a range of materials for hydrogen storage tanks, battery components, and photovoltaic supports, emphasizing a dual-driven development model of "technology reserve + technology industrialization" [3][4] Market Position and Recognition - Nanjing Julong is a major supplier of nylon modified materials for China's high-speed rail and automotive industries, with a strong reputation and market position recognized by numerous partners [3][4] - The company has led the drafting of several national standards and participated in international standards, showcasing its influence in the industry [4] Production Capacity and Investment Projects - The company is constructing a production line with an annual capacity of 50,000 tons for specialty engineering plastics and modified materials, including 15,000 tons of specialty engineering plastics and 35,000 tons of modified materials [5] - Additionally, a project for an annual production capacity of 30 tons of carbon fiber composite materials is underway [5] International Sales and Future Plans - Nanjing Julong's products are sold in over 40 countries, including Germany, the UK, Australia, and Thailand, primarily through a direct sales model [4] - The company plans to consider overseas expansion based on customer demand and surrounding support conditions [4]