目 录 | 二、关于存货………………………………………………………第 5—13 页 | | --- | | 关于货币资金………………………………………………… 第 1—4 页 一、 三、关于收入与现金流………………………………………… 第 14—20 页 | 问询函专项说明 天健函〔2025〕724 号 上海证券交易所： 由浙江金鹰股份有限公司（以下简称金鹰股份公司或公司）转来的《关于浙 江金鹰股份有限公司 2024 年年度报告的信息披露监管问询函》（上证公函〔2025〕 0848 号，以下简称问询函）奉悉。我们已对问询函中需要我们说明的财务事项 进行了审慎核查，现汇报说明如下。 一、关于货币资金 年报披露，公司期末货币资金 2.78 亿元，其中受限货币资金 5676 万元， 主要为质押保证金。公司本期利息收入 66.40 万元，占期末货币资金余额比例 为 0.24%，资金收益率较低。 请公司：（1）补充披露主要货币资金存放情况，包括存放机构、金额、账 户性质、利率、受限情况等，并逐项列示受限资金的具体情况，包括受限金额、 受限期限、对应业务背景等；（2）结合月度日均货币资金规模、利率水平，分 析说明利息收入 ...

证券代码：600232 证券简称：金鹰股份 公告编号：2025-022 浙江金鹰股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 浙江金鹰股份有限公司（以下简称"公司"）于 2025 年 6 月 16 日收到上海 证券交易所《关于浙江金鹰股份有限公司 2024 年年度报告的信息披露监管问询 函》（上证公函【2025】0848 号）（以下简称《问询函》）。公司高度重视， 会同年审会计师天健会计师事务所（特殊普通合伙）（以下简称"年审会计师"） 对《问询函》提及的事项逐项认真核实，现将有关问题回复如下： 一、关于货币资金 年报披露，公司期末货币资金 2.78 亿元，其中受限货币资金 5676 万元， 主要为质押保证金。公司本期利息收入 66.40 万元，占期末货币资金余额比例 为 0.24%，资金收益率较低。 请公司：（1）补充披露主要货币资金存放情况，包括存放机构、金额、账 户性质、利率、受限情况等，并逐项列示受限资金的具体情况，包括受限金额、 受限期限 ...

Core Insights - The textile fiber fabric industry is crucial for manufacturing fabrics and garments, divided into natural fiber fabrics and chemical fiber fabrics [3][5] - In 2024, China's cotton textile industry is projected to generate revenue of 1,141.86 billion yuan, accounting for 61.40% of the textile industry, while the chemical textile industry is expected to generate 247.88 billion yuan, representing 13.33% [6][8] - The development of the textile fabric industry is increasingly focused on functionality and environmental sustainability, with the application of new fibers and technologies expanding [22] Industry Definition and Classification - Textile fiber fabrics are elongated materials used for making fabrics and garments, categorized into natural fiber fabrics and chemical fiber fabrics [3] - Natural fibers are favored for their environmental friendliness and comfort, while chemical fibers are essential for their strength and durability [3] Current Development Status - The textile industry has evolved significantly since the Neolithic era, reflecting advancements in technology, art, culture, and economy [5] - The industrial revolution greatly enhanced production efficiency and quality, with cotton becoming a key textile raw material [5] - The 21st century presents new challenges and opportunities, emphasizing sustainable practices and the emergence of innovative materials like nanofibers and smart textiles [5] Industry Chain Structure - The textile fabric industry chain consists of upstream natural fibers (cotton, linen, silk, wool) and chemical fibers (polyester, nylon), midstream fabric production, and downstream applications in clothing, home textiles, and industrial textiles [10] Market Size and Growth - The market size for industrial textiles in China is projected to reach 332.44 billion yuan in 2024, with total industry output valued at 597.74 billion yuan [14] - The silk industry is expected to generate approximately 76.59 billion yuan in revenue in 2024, with a year-on-year growth of 5.75% [12] Competitive Landscape - The textile fabric industry in China is characterized by a diverse and fragmented competitive landscape, with key players including Zhejiang Xin'ao Textile Co., Ltd., Hengli Petrochemical Co., Ltd., and others [16] - Major companies are focusing on product innovation and sustainability, with significant investments in technology and brand development [18] Future Trends - The development of textile fabrics is increasingly influenced by new materials and technologies, emphasizing diversification, functionality, lightweight, and environmental sustainability [22] - The industry is expected to continue evolving to meet consumer demands for high-quality, eco-friendly products [22]

证券代码：600232 证券简称：金鹰股份 公告编号：2025-021 浙江金鹰股份有限公司 股票交易异常波动公告 经公司自查，并向公司控股股东浙江金鹰集团有限公司（以下简称"金 鹰集团"）、实际控制人傅国定先生核实，确认不存在应披露而未披露的重大信 息。 一、股票交易异常波动的具体情况 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 浙江金鹰股份有限公司（以下简称"公司"）股票于 2025 年 6 月 16 日、 6 月 17 日、6 月 18 日连续三个交易日内日收盘价格跌幅偏离值累计超过 20%， 属于股票交易异常波动情形。 公司股票交易在 2025 年 6 月 16 日、6 月 17 日、6 月 18 日连续三个交 易日内日收盘价格跌幅偏离值累计超过 20%，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对股票交易异常波动，公司对有关事项进行了核查，具体情况核实如下： （一）生产经营情况 经向管理层核实，公司日常经营情况未发生重大变化，公司主营业务及所处 的市场环境、行业政策未发生重 ...

截至目前,作为贵公司的控股股东及实际控制人,不存在影响上 市公司股票交易异常波动的重大事项:不存在其他应披露而未披露的 重大信息,包括但不限于重大资产重组、股份发行、重大交易类事项、 业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战 略投资者等重大事项。 特此复函。 实际控制人: 傅国定(签字) 7 控股股东: 浙江金鹰集 阳. ∞ 5年 6月18日 关于公司股票交易异常波动问询函的复函 浙江金鹰股份有限公司董事会: 贵公司《关于公司股票交易异常波动问询函》已收悉,现回复如 下： ...

Economic Information - In May, the national futures market recorded a trading volume of 678,609,037 contracts and a transaction value of 5,472.99 billion yuan, representing a year-on-year decline of 4.51% and 1.55% respectively [2] - From January to May, the cumulative trading volume reached 3,336,834,307 contracts, with a cumulative transaction value of 28,693.44 billion yuan, showing year-on-year growth of 15.61% and 21.33% [2] - As of June 11, the wholesale price of 25-year Flying Moutai (bulk) was 1,990 yuan per bottle, down 30 yuan from the previous day, while the price of 25-year Flying Moutai (original) remained at 2,080 yuan per bottle [2] Company Alerts - Industrial Securities has not received any information regarding a merger with Huafu Securities [3] - *ST Yazhen has been suspended from trading for verification due to multiple instances of abnormal trading fluctuations [6] - Several companies, including Chaojie Co., Aikelan, and Fengyuzhu, have announced plans for share reductions by their shareholders, with reductions not exceeding 3% of total shares [8] Overseas Alerts - The US stock market saw all three major indices close lower, with the Nasdaq down 0.5% and Intel dropping over 6%, marking its largest single-day decline in two months [4] - In London, most base metals declined, with LME nickel down 1.13% at $15,145.00 per ton and LME copper down 1.12% at $9,647.00 per ton [5] - Jeffrey Gundlach, head of DoubleLine Capital, indicated that the US debt burden and interest payments have become unsustainable, suggesting that long-term US Treasuries are no longer considered truly risk-free investments [4]

Group 1 - Shuangliang Energy signed a sales contract worth 450 million RMB for a green hydrogen system with Hongyang New Energy, indicating a significant breakthrough in the green hydrogen production sector [1] - The green hydrogen production capacity from the contract is 72,000 Nm³/h, which is expected to positively impact the company's total assets, net assets, and net profit in the current and future years [1] - This collaboration enhances Shuangliang Energy's market expansion and technical experience accumulation in the green hydrogen business, solidifying its position in the renewable energy sector [1] Group 2 - Tinci Materials announced plans to invest in a comprehensive production base for electrolyte and raw materials in Morocco, with a total investment of approximately 2.8 million USD [2] - The project aims to produce 150,000 tons of electrolyte products annually, which will help the company expand its production capacity and ensure a stable supply of key raw materials [2] - This investment reflects Tinci Materials' confidence in the new energy industry and is expected to strengthen its leadership position in the global electrolyte market [2] Group 3 - Jinying Co. clarified that it is not involved in solid-state battery business, addressing recent stock price fluctuations due to market speculation [3] - The company's lithium battery materials business generated revenue of 21.72 million RMB in 2024, accounting for only 1.70% of its main business income, indicating a relatively small impact on overall performance [3] - The company confirmed that there are no undisclosed significant matters concerning its major shareholders or actual controllers, which may alleviate market concerns regarding internal information [3]

证券代码：600232 证券简称：金鹰股份 公告编号：2025-020 浙江金鹰股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 浙江金鹰股份有限公司（以下简称"公司"）股票于 2025 年 6 月 10 日、6 月 11 日连续两个交易日内日收盘价格涨幅偏离值累计达到 20%，属于 股票交易异常波动情形。公司已于 2025 年 6 月 10 日披露了《股票交易异常 波动公告》（公告编号：2025-018） ，并于 2025 年 6 月 11 日披露了《股票 交易风险提示公告》（公告编号：2025-019）。 公司股票交易在 2025 年 6 月 6 日、6 月 9 日、6 月 10 日、6 月 11 日连续四个交易日涨停，累计涨幅较大；根据中证指数有限公司 6 月 11 日发 布的相关数据显示，本公司股票静态市盈率 141.17、市净率 3.21，高于公司 所处纺织行业的平均水平；6 月 10 日、6 月 11 日，公司股票换手率分别为 20.85%、31.80%，显著 ...

关于公司股票交易异常波动问询函的复函 浙江金鹰股份有限公司董事会： 贵公司《关于公司股票交易异常波动问询函》已收悉,现回复如 下: 截至目前,作为贵公司的控股股东及实际控制人,不存在影响上 市公司股票交易异常波动的重大事项:不存在其他应披露而未披露的 重大信息,包括但不限于重大资产重组、股份发行、重大交易类事项、 业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战 略投资者等重大事项。 特此复函。 实际控制人: 傅国定(答字) 控股股东: 浙江会鹰: 2025年6月11日 ...

Core Viewpoint - The stock of Jin Ying Co., Ltd. experienced significant volatility, reaching a daily limit increase, with a trading volume exceeding 600 million yuan [1] Group 1 - Jin Ying Co., Ltd. saw its stock price hit the upper limit during trading, indicating strong market interest and potential investor confidence [1] - The total trading volume for Jin Ying Co., Ltd. surpassed 600 million yuan, reflecting high liquidity and active trading activity [1]