Anhui Anli Material Technology (300218.SZ) recently stated during a reception for institutional investors that in recent years, Tesla has led the trend in the use of PU synthetic leather as interior material for domestic new energy vehicles. Compared to fabric, PVC synthetic leather, and genuine leather, polyurethane synthetic leather and composite materials have superior hand feel, touch feel, tactile sensation, texture, and visual sensation; they also have better performance in terms of durability, eco-friendliness, fire retardancy, and stain resistance, and have a high cost performance advantage, which meets the new demands of consumers for car interiors, especially the young generation of consumers who prefer the technological and fashionable sensation presented by PU materials. This has promoted and driven the expanded application of polyurethane synthetic leather and composite materials in the field of car interiors, forming a good replacement for natural leather, PVC synthetic leather, and fabric, with a broad market space.
The company entered the automobile interior decoration field in 2015, and initially cooperated with the local automobile brand Anhui Jianghuai Automobile Group Corp.,Ltd. At that time, automobile interior decoration materials were mainly genuine leather, PVC, and textiles, and the company's revenue from automobile interior decoration was relatively small due to limited market opportunities and channel relationships. Later, the company successively became a supplier to well-known automobile brands such as Toyota, Great Wall, Xiaopeng, BYD, and started to gradually increase production in the second half of 2023. The number of automobile brands served by the company is gradually increasing, and the company's products are being applied in some models of automobile brands such as BYD, Toyota, Xiaopeng, Great Wall, Polestar, Jike, and Chongqing Sokon, among others. The company is currently in the stage of starting, laying foundations and accumulating energy.