1、宁波家联科技股份有限公司的主营业务是塑料制品、生物全降解制品及植物纤维制品的研发、生产 与销售。公司的主要产品是塑料制品、生物全降解制品、植物纤维制品、纸制品及其他。 塑料制品、 生物全降解制品及植物纤维制品的研发、生产与销售。 2、2025年6月17日互动易，公司专注于PLA材料的研发与应用，并在消费级FDM材料及制品领域提前 布局并产业化。目前，公司暂未与泡泡玛特开展合作。公司生产的3D打印耗材具备广泛的应用前景， 可覆盖工业设计、教育、玩具手办、医疗等多个领域，其技术特性能够为潮流玩具制作等场景提供材料 支持。 来源：新浪证券-红岸工作室 2月13日，家联科技涨7.52%，成交额2.20亿元，换手率6.08%，总市值52.74亿元。 异动分析 可降解塑料+3D打印+一带一路+人民币贬值受益+跨境电商 主力没有控盘，筹码分布非常分散，主力成交额4592.87万，占总成交额的6.72%。 技术面：筹码平均交易成本为22.46元 该股筹码平均交易成本为22.46元，近期该股获筹码青睐，且集中度渐增；目前股价靠近压力位27.49， 谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 3、2025年9月 ...

招商均衡优选混合A（024027）基金经理为吴潇。 截至发稿，吴潇累计任职时间9年49天，现任基金资产总规模154.12亿元，任职期间最佳基金回报 145.29%， 任职期间最差基金回报-13.26%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月13日，家联科技涨5.45%，截至发稿，报26.50元/股，成交1.17亿元，换手率3.31%，总市值51.72亿 元。 资料显示，宁波家联科技股份有限公司位于浙江省宁波市镇海区澥浦镇兴浦路296号，成立日期2009年8 月7日，上市日期2021年12月9日，公司主营业务涉及从事塑料制品、生物全降解材料及制品以及植物纤 维制品的研发、生产与销售。主营业务收入构成为：塑料制品84.41%，生物全降解制品14.25%，其他 (补充)1.34%。 从家联科技十大流通股东角度 数据显示，招商基金旗下1只基金位居家联科技十大流通股东。招商均衡优选混合A（024027）三季度 新进十大流通股东 ...

格隆汇2月13日丨家联科技(301193.SZ)涨6.65%，报26.800元，股价创历史新高，总市值52.31亿元。 ...

Core Viewpoint - The company, Jialian Technology, is focused on providing customized, comprehensive packaging solutions for major domestic and international supermarkets, restaurant enterprises, and leading tea brands in China, with a significant increase in demand driven by online marketing activities and the Spring Festival consumption peak [1] Group 1: Business Focus - The company offers a wide range of customized packaging products, including plastic and fully biodegradable materials for milk tea cups, lids, thermal bags, plastic cups, bottles, and straws [1] - The existing client base includes several top-tier enterprises both domestically and internationally [1] Group 2: Market Opportunities - Recent market demand for new tea beverages has significantly increased due to a combination of large model online marketing activities and the Spring Festival consumption peak [1] - The company plans to leverage supply chain efficiency and product development capabilities to respond to dynamic customer needs and seize market growth opportunities [1]

Core Viewpoint - Company is actively expanding its 3D printing filament production capacity in Thailand, collaborating with leading 3D printing firms for supply of consumables while maintaining confidentiality on specific agreements [2] Group 1: Production Capacity - The 3D filament production line at the Thailand factory is being deployed as planned, with capacity being rapidly released [2] - Future capacity expansion will primarily be achieved through the planning and construction of new dedicated production lines due to different manufacturing processes [2] Group 2: Collaboration and Technology - Company has initiated collaborations with several leading 3D printing enterprises for the supply of 3D printing consumables [2] - The company leverages its long-term technological accumulation in biodegradable materials for the research and production of material formulations in the 3D printing consumables [2]

Core Viewpoint - The company, Ningbo Jialian Technology Co., Ltd., is experiencing growth in its stock performance and is positioned to benefit from trends in biodegradable plastics, 3D printing, and cross-border e-commerce, despite facing challenges in profitability [2][3]. Group 1: Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company was established on August 7, 2009, and went public on December 9, 2021 [7]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%, while the net profit attributable to shareholders was -73.8145 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, down by 11.47% [8]. Group 3: Market Position and Trends - The company is a leading player in the global plastic dining utensils manufacturing industry, with a significant portion of its sales focused on exports, primarily to developed regions such as North America, Europe, and Oceania [3]. - The company has also been expanding its online market presence through cross-border e-commerce platforms [3]. Group 4: Production Capacity and Expansion - The company has established a significant overseas production capacity in Thailand, which includes production lines for 3D printing materials, plastic dining utensils, and plant fiber products, with these lines gradually entering production [2][3]. Group 5: Stock Performance - On February 11, the company's stock rose by 4.77%, with a trading volume of 143 million yuan and a turnover rate of 4.24%, bringing the total market capitalization to 4.799 billion yuan [1].

Core Viewpoint - The company has successfully supplied 3D printing materials to leading companies in the industry and is expanding its production capacity in both domestic and Thai factories [1] Group 1 - The company has achieved supply agreements with some of the leading 3D printing firms [1] - The production capacity of the first phase of the 3D printing filament line at the Thai factory has been fully released [1] - The company is continuously investing in the second phase of the 3D filament production line in both domestic and Thai factories, with capacity being rapidly released [1]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The demand for pulp molding products is primarily driven by the need to replace rigid, cushioning, and breathable products such as plates, food containers, and egg trays, with limitations in producing hollow, transparent, and refined products like straws and films compared to PLA, which offers better thermoplasticity, transparency, and ductility [3] - The U.S. remains the largest market for China's pulp molding exports, accounting for 41.3% of the total export value, indicating strong domestic demand [8] - The growth in pulp molding exports to the U.S. post-2020 is attributed to policy-driven demand, consumer preferences, and improvements in supply-side technology and processes [8] Summary by Sections Pulp Molding vs. PLA Applications - Pulp molding is suitable for making rigid containers that can hold food, while PLA excels in producing thin-walled, flexible dining accessories [7] - Pulp molding products are more environmentally friendly and have lower degradation difficulty compared to PLA, which requires specific conditions for composting [19] - Pulp molding products are generally more cost-competitive than PLA, with lower raw material costs leading to higher profit margins for manufacturers [23] Market Trends and Policies - The U.S. has implemented stricter plastic regulations since 2020, promoting the use of pulp molding products [14][16] - The introduction of Extended Producer Responsibility (EPR) in various U.S. states places the onus of waste management on producers, further encouraging the shift towards sustainable materials [16] - In contrast, China's plastic policies are less stringent, focusing more on promotion rather than strict regulations [16] Production Capacity and Growth - By 2025, China's pulp molding production capacity is expected to exceed 2.5 million tons, representing 56.8% of global capacity, with a significant increase in production rates [51][56] - The production process has evolved from dry pressing to include semi-dry and direct pressing technologies, enhancing efficiency and reducing energy consumption [39][40] Competitive Landscape - U.S. companies focused on pulp molding are facing challenges due to high production costs, leading to exits from the market by several firms [58] - Footprint, a leading pulp molding company, faced significant financial losses, leading to its failed IPO attempt, highlighting the financial pressures within the industry [76]

| 证券代码：301193 | 证券简称：家联科技 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：123236 | 债券简称：家联转债 | | 宁波家联科技股份有限公司 关于为控股子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 宁波家联科技股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开第 三届董事会第十七次会议及 2025 年 5 月 16 日召开 2024 年年度股东大会审议通 过了《关于公司 2025 年度为子公司提供担保额度预计的议案》。同意公司对合 并报表范围内子公司提供不超过人民币 12 亿元的担保额度，其中拟为资产负债 率 70%以上的子公司提供担保额度不超过人民币 1 亿元，为资产负债率 70%以 下的子公司提供担保额度不超过人民币 11 亿元。提供担保的形式包括但不限于 信用担保（含一般保证、连带责任保证等）、抵押担保、质押担保或多种担保方 式相结合等形式。为提高融资业务的办理效率，公司董事会提请股东会授权管理 层在担保额度内签署相关 ...

Core Viewpoint - The company, Ningbo Jialian Technology Co., Ltd., is a leading manufacturer in the global plastic dining utensils industry, focusing on biodegradable materials and 3D printing applications, benefiting from the depreciation of the RMB and the Belt and Road Initiative [2][3]. Company Overview - Ningbo Jialian Technology Co., Ltd. was established on August 7, 2009, and went public on December 9, 2021. The company specializes in the research, production, and sales of plastic products, biodegradable materials, and plant fiber products [7]. - The main revenue composition of the company includes plastic products (84.41%), biodegradable products (14.25%), and other products (1.34%) [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%. However, the net profit attributable to the parent company was a loss of 73.8145 million yuan, a decrease of 209.95% year-on-year [8]. - As of September 30, 2025, the company had a total of 6,828 shareholders, an increase of 15.61% from the previous period, with an average of 20,195 circulating shares per person, a decrease of 11.47% [8]. Market Position and Strategy - The company primarily exports its products, with overseas sales accounting for 70.47% in 2021 and 55.43% in 2024, benefiting from the depreciation of the RMB [2][3]. - The company has expanded its production capacity in Thailand, including lines for 3D printing materials, plastic dining utensils, and plant fiber products, which are gradually being put into production [3]. Investment Highlights - The company is focusing on the research and application of PLA materials and has made early investments in the consumer-grade FDM materials and products sector, indicating a strategic positioning for future growth [2][3]. - The stock has shown a recent increase of 2.22% with a trading volume of 85.2007 million yuan and a market capitalization of 4.676 billion yuan [1].