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纳尔股份召开2025年度总结2026年工作部署暨战略发布会议利好
2026-02-28 21:08:06
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问财摘要

1、2026年2月28日,纳尔股份2025年度总结、2026年工作部署暨战略发布会议在上海总部顺利召开。会议全面复盘了2025年经营成果,同时发布了集团未来三年战略规划。 2、未来三年纳尔股份将加大研发投入,推进数字化转型,发展新业务。
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文章提及标的
纳尔股份--
Strategy--
磁性材料--
First--
Construction--
固态电池--

2026年2月28日,纳尔股份(002825)2025年度总结、2026年工作部署暨战略发布会议在上海总部顺利召开,总部及五个事业部的120余名中高层干部全面复盘2025年经营成果,明确2026年工作重心,并发布集团未来三年战略规划。

On February28,2026,NAR held its2025Annual Summary,2026Work Deployment,and Strategy(MSTR) Release Conference at its Shanghai headquarters.Over120senior and middle-level managers from the headquarters and five business units reviewed the2025results,outlined priorities for2026,and unveiled the group's three-year strategic plan.

会议先由财务中心汇报2025年集团整体经营情况,各业务板块呈现差异化增长态势:数码喷印材料核心业务稳步推进,汽车功能膜业务多方面实现高速增长,磁性材料(884057)、电子光学膜、离型材料市场拓展持续突破。同时客观剖析了预算管理、成本控制、部分业务产能利用率不足等经营问题,为后续优化提供数据支撑。

The meeting began with a report from the Finance Center on the group's overall2025performance,revealing differentiated growth across business sectors:steady progress in the core digital printing materials business,rapid growth in multiple aspects of the automotive functional films business,and continued breakthroughs in market expansion for magnetic materials,electronic optical films,and release materials.Meanwhile,operational issues such as budget management,cost control,and underutilized production capacity in certain sectors were objectively analyzed,providing data support for subsequent optimization.

随后各事业部负责人相继汇报2025年经营业绩与2026年工作计划。数码喷印材料事业部聚焦降耗提效,重点推进PP产能提升与海外市场深耕;汽车功能膜事业部以“渠道第一、效率优先”为战略,同步推进品牌矩阵建设与数字化升级;电子光学膜事业部明确车衣硬化膜量产和重点客户准入等核心任务,冲刺业绩目标;离型材料事业部将攻坚离型高端产品拓展,力争销售突破;磁性材料(884057)事业部聚焦主业发力,同时布局微电机磁条等战略产品。

Subsequently,heads of each business division reported their2025operational results and2026work plans.The Digital Printing Materials Division focused on consumption reduction and efficiency improvement,prioritizing PP capacity enhancement and deeper cultivation of overseas markets.The Automotive Functional Films Division adopted a"channel First(FFBC),efficiency priority"Strategy(MSTR),simultaneously advancing brand matrix Construction(ROAD) and digital upgrades.The Optical and Electronic Films Division identified the mass production of hardened car film and access to key clients as core tasks to achieve performance targets.The Release Materials Division aimed to expand into high-end release products,striving for a sales breakthrough.The Magnetic Materials Division focused on its main business while strategically laying out products like micro-motor magnetic strips.

会上,集团正式发布2026-2028年三年中期战略规划。未来三年纳尔股份(002825)将秉承“诚信、利他、创新、奋斗”的核心价值观,以“成为行业领先的精密涂布材料解决方案提供商”为愿景,聚焦三大核心方向:一是深化产品升级,加大研发投入,提升高端产品市场份额;二是强化精益运营,推进数字化转型与成本管控,优化供应链与生产效率;三是拓展第二增长曲线,培育固态电池(886032)原材料的新业务,至2028年新投资业务营收占比力争占集团相当比重。

During the meeting,the Group officially released its2026-2028three-year Mid-term strategic plan.Over the next three years,NAR will uphold its core values of"Integrity,Altruism,Innovation,and Dedication,"with the vision of"Global leader in high-tech films solution."The company will focus on three core directions:First(FFBC),deepen product upgrades by increasing R&D investment to capture a greater share of the high-end market.Second,strengthen lean operations by advancing digital transformation and cost control to optimize the supply chain and improve production efficiency.Third,develop a second growth curve by cultivating new business in solid-state battery raw materials,aiming for this new investment sector to contribute a significant portion of the group's total revenue by2028.

董事长游爱国在总结讲话中强调,2026年是集团战略落地的关键一年,全体干部员工需坚守“创新立业、产品为王”理念,以精耕细作提升管理效能,打造智能标准化的现代化工(850102)厂。以文化引领凝聚发展合力,鼓励大家秉持“立行立改”的行事风格,直面挑战、抢抓机遇,以奋斗为本创造幸福人生,实现公司高质量发展!

In his concluding speech,Chairman You Aiguo emphasized that2026is a critical year for the group's Strategy(MSTR) execution.He called on all cadres and employees to firmly uphold the philosophy of"innovation-driven Enterprise(EFSC) and product First(FFBC),"enhancing management efficiency through meticulous efforts to build Intelligent(IPM),standardized modern factories.Guided by corporate culture to consolidate development momentum,he encouraged everyone to embrace the"act immediately"work style,confront challenges head-on,seize opportunities,and pursue a happy life through hard work,thereby achieving the company's high-quality development.

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