Anhui Anli Material Technology (300218.SZ): Currently has 44 dry and wet process and solvent-free production lines, with production capacity basically matching order demand.
On December 17, Gelonghui reported that Anhui Anli Material Technology (300218.SZ) recently stated in an investor relations event that the company currently has 44 dry and wet process and solvent-free production lines, and its production capacity is basically aligned with order demand. Due to the company's production model being single-order based, factors such as order structure, raw material supply, sample development, and the connection of production processes before and after will affect the company's capacity utilization, leading to fluctuations.
Anhui Anli Material Technology (300218.SZ): Is actively strengthening interactions with Adidas and its factories, expecting to achieve a certain volume of production by 2025.
Gelonghui, December 17 – Anhui Anli Material Technology (300218.SZ) stated in a recent investor relations activity that the company is actively strengthening interactions with Adidas and its factories, currently in the product development verification phase, and expects to achieve a certain level of production by 2025.
Anhui Anli Material Technology (300218.SZ): In the first three quarters, the revenue from advantageous categories such as functional footwear materials and sofa furniture accounted for about 70%.
On December 17, Gelonghui reported that Anhui Anli Material Technology (300218.SZ) recently stated in an investor relations activity that the company's core Business is based on the "2+2" categories. In the first three quarters of 2024, the income share from advantageous categories such as functional shoe materials and sofa home furnishings is about 70%, the income share from emerging categories like Automotive interior and electronic products is about 20%; Other cultivated categories such as Sports equipment and engineering decoration together account for about 10%.
Express News | Anhui Anli Material Technology: Collaborating with Adidas, the product is in the development verification stage.
Anhui Anli Material Technology (300218.SZ): In 2023, the revenue from exports and overseas subsidiaries accounted for 39.03% of the total revenue.
On December 10, Gelonghui reported that Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that in 2023, the revenue from exports and overseas subsidiaries accounted for 39.03% of total revenue; among this, the revenue from direct exports to the usa accounted for about 4.6%, and the revenue from direct exports to europe accounted for about 2.2%, which represents a small proportion of the company's total revenue and does not significantly impact the company's operational performance; statistics for indirect exports to the usa and europe are currently unavailable. Additionally, the company’s holding subsidiary, Anli Vietnam, has commenced operation, serving as an important platform for the company to avoid international trade risks, strengthen its position, and promote development.
Anhui Anli Material Technology (300218.SZ): Ecological functional polyurethane synthetic leather and composite materials are applied in military and police boots and other fields.
Geelong News November 18th | Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that the company's main products include ecological functional polyurethane synthetic leather and composite materials applied in military and police boots, but currently the order volume is small, accounting for a small proportion of the company's revenue.
Anhui Anli Material Technology (300218.SZ): At this stage, the business has not yet involved the field of humanoid robot skin.
On November 18, Gronhui reported that Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that the company’s current business does not yet involve the field of humanoid robot skins.
Anhui Anli Material Technology (300218.SZ): Currently, the overall order situation is stable, and the capacity utilization rate is at a good level.
Gelonghui November 7th | Anhui Anli Material Technology (300218.SZ) accepted a specific object investigation on November 6, 2024, regarding the "current capacity utilization situation of the company?" The company stated that the company's products have a wide range of applications, diverse downstream customer demands, and operate under a sales-oriented and order-driven operation model. Currently, the overall orders are stable, and the capacity utilization rate is at a good level.
Anhui Anli Material Technology (300218.SZ): actively contacting and expanding cooperation with brands such as Lenovo, Google, OPPO, Vivo, Honor, etc.
Gelonghui, November 7 | Anhui Anli Material Technology (300218.SZ) accepted a specific object survey on November 6, 2024, regarding the "customer structure in the company's electronic product field." The company stated that electronic products are one of the company's emerging categories. Currently, the company covers a number of well-known domestic and foreign consumer electronics brands with some terminal products and accessories, accumulating certain advantages. The company is a core supplier of Apple in the USA, deepening cooperation; stable cooperation with Samsung and Beats, with new projects in the development and mass production stage; actively contacting and expanding brands such as Lenovo, Google, OPPO, vivo, and Honor.
Anhui Anli Material Technology (300218.SZ): The proportion of direct exports to the USA is relatively small.
Gelonghui November 7th | Anhui Anli Material Technology (300218.SZ) conducted a specific research on November 6, 2024, regarding the impact of "USA increasing tariffs on China on the company?". The company stated that the direct exports to the USA account for a small proportion; if tariffs are raised, Anhui Anli Material Technology's Vietnam branch will be more advantageous in actively resolving the tariff risks brought by international trade conflicts.
Anhui Anli Material Technology (300218.SZ): Positioned in the mid-to-high-end market, its products cover parts of terminal products and accessories for many well-known domestic and foreign consumer electronics brands.
Gelonghui November 5th | Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that the company is positioned in the mid-to-high-end market. Its products cover parts of well-known domestic and foreign consumer electronics brands, including accessories for keyboards, tablet protective cases, over-ear headphones, wireless chargers, and components for foldable phone bodies. For specific information on brand applications, please refer to their official releases. The company's gross margin varies among different clients and products, so it cannot be generalized. In general, the gross margin of the company's consumer electronics category is higher than that of ordinary products.
Express News | Anhui Anli Material Technology: It is expected that the sales of electronic products category will be stable and have some growth by 2025.
Express News | Anhui Anli Material Technology: Actively promoting the construction of the remaining 2 production lines of Anli Vietnam, planning to commission by the end of the year.
Amway Shares: Report for the third quarter of 2024
Anhui Anli Material Technology (300218.SZ) released a pre-announcement, expecting a net income of 0.145 billion yuan—0.155 billion yuan in the first three quarters, a year-on-year increase of 248.3%—272.32%.
anhui anli material technology (300218.SZ) released the performance forecast for the first three quarters of 2024, with the company expecting the attributable...
Amway shares: performance forecast for the first three quarters of 2024
Anhui Anli Material Technology (300218): Achieved record high performance in Q3 2024, with both the volume and price of PU synthetic leather products rising.
Event: The company has released the 2024 third quarter performance forecast, expecting to achieve a net income attributable to the parent company of 0.145-0.155 billion yuan in the first three quarters of 2024, a year-on-year growth of 248.30%-272.32%, net income attributable to non-parents.
Anhui Anli Material Technology (300218.SZ): The overall development and marketing of the company's TPU is in line with the planned expectations.
On October 9th, Anhui Anli Material Technology (300218.SZ) stated when receiving specific object research that TPU is a new driving force for industry development, can be applied in fields such as functional shoe materials, electronic products, and sports equipment, and is one of the important growth points for the company this year and in the future. Currently, the company is expanding the application of TPU products in the category of functional shoe materials. Apple, Asics, Anta, Xtep, as well as Nike, Decathlon's TPU usage is stable or increasing; Puma, 361 Degrees, China Dongxiang are in the initial stages and project development; Li Ning, Peak, are in progress. The company's TPU development and marketing.
anhui anli material technology (300218.SZ): As of August, Anli's production in Vietnam has increased to more than 300,000 meters per month, with reduced losses.
Grain Research Group, October 9th, Anhui Anli Material Technology (300218.SZ) stated during a specific research session that as of August, Anli's production in Vietnam has increased to over 300,000 meters per month, with reduced losses. The company hopes for Anli Vietnam to reach the break-even production level as soon as possible, achieving breakeven in the fourth quarter and reducing losses in 2024 compared to the previous year. At the same time, actively promoting the construction of the remaining 2 production lines, planning to commission by the end of 2024, and start production in the first half of 2025.
Anhui Anli Material Technology (300218.SZ): The average unit price of the company is steadily increasing, with a higher proportion of high-priced products such as sports, electronics, and autos.
Gelonghui October 9th | Anhui Anli Material Technology (300218.SZ) stated during a specific target survey that the average unit price of the company is steadily increasing, with a higher proportion of high unit price products such as sports, electronics, and autos, reflecting the improvement of the company's product and customer structure, initial signs of transformation and upgrading effectiveness, and the emergence of competitive advantages.