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南山智尚(300918) - 2025年3月13日投资者关系活动记录表
300918NANSHAN FASHION(300918)2025-03-13 23:40

Financial Performance - In 2024, the company achieved a revenue of CNY 1.616 billion and a net profit of CNY 191 million, with the clothing business generating CNY 611 million in revenue [4] - The company's UHMWPE fiber project has a total capacity of 3,600 tons, with the first phase of 600 tons launched in 2022 and the second phase in 2023 [4] Product Development - The company covers a full range of fibers from 100D to 2400D, including high-value products such as special protective fibers and marine ropes [5] - The company has developed a flame-retardant slurry preparation method for UHMWPE fibers, breaking through technical barriers and enabling industrial production of flame-retardant ultra-high fibers in China [5] Strategic Initiatives - The company is actively pursuing partnerships in the robotics sector, focusing on applications for its UHMWPE fibers, although the market is still in its early stages [5] - The company has established long-term collaborations with South Mountain College and research institutions to tackle key technical challenges in UHMWPE fiber development [7] Nylon Fiber Project - The nylon project has a total capacity of 80,000 tons, with 44,000 tons of PA6 and 36,000 tons of PA66, utilizing advanced automated equipment from Germany and Japan [7] - The company aims to improve production yield and efficiency through continuous advancements in production technology [7] Future Planning - The company plans to optimize the performance of its UHMWPE fibers and expand their application areas, while the nylon business will focus on functional developments such as antibacterial and flame-retardant features [8]