证券之星消息，1月29日化学纤维板块较上一交易日下跌1.52%，三房巷领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。化学纤维板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000420 | 吉林化纤 | 4.91 | 1.24% | 137.58万 | | 6.79亿 | | 603073 | 彩蝶实业 | 20.29 | 1.20% | 1.73万 | | 3507.22万 | | 002427 | 尤夫股份 | 7.60 | 0.93% | 40.67万 | | 3.07亿 | | 000949 | 新乡化纤 | 7.56 | 0.80% | 118.79万 | | 9.03亿 | | 002254 | 泰和新材 | 13.36 | 0.38% | 20.68万 | | 2.78亿 | | 000936 | रूखाद्यस | 8.82 | 0.34% | 38.22万 | | 3.37亿 | ...

Group 1 - The core point of the announcement is that Jiangsu Sanfangxiang Composite Materials Co., Ltd. has disclosed the partial release and re-pledge of shares by its controlling shareholder, Sanfangxiang Group Co., Ltd. [2][3] - Sanfangxiang Group holds 2,967,261,031 shares, accounting for 76.15% of the company's total share capital. After the release and re-pledge, the total pledged shares amount to 2,349,049,900 shares, which is 79.17% of the shares held by the group and 60.28% of the company's total share capital [2][3]. - The group's action partner, Jiangsu Sanfangxiang International Trade Co., Ltd., holds 200,194,552 shares, representing 5.14% of the total share capital, and has no pledged shares after the release [2][3]. Group 2 - On January 22, 2026, Sanfangxiang Group released 818,211,131 shares and 300,000,000 shares from pledge, and simultaneously pledged 500,000,000 shares to Jiangyin Dongwu Construction Investment Co., Ltd. [3][4]. - As of the announcement date, the total pledged shares by Sanfangxiang Group and its action partner account for 74.16% of the shares they hold and 60.28% of the company's total share capital [2][6]. - The company confirms that the pledge of shares will not affect its main business, financing costs, or operational capabilities, and there are no substantial factors that could lead to a change in actual control [7][8]. Group 3 - The controlling shareholder has a total of 53.75 million shares maturing in the next six months, which is 1.81% of the shares held and 1.38% of the total share capital, with a corresponding financing balance of 35.9 million yuan [5]. - In the next year, 218.98 million shares will mature, accounting for 7.38% of the shares held and 5.62% of the total share capital, with a financing balance of 89.166 million yuan [5]. - The company’s financial health and operational status are normal, and it has the ability to fulfill its obligations [5][6].

Group 1 - The core point of the article is that Jiangsu Sanfangxiang Ju Materials Co., Ltd. announced the shareholding structure and the status of share pledges by its controlling shareholder, Sanfangxiang Group Co., Ltd. [1] - Sanfangxiang Group holds approximately 2.967 billion shares, accounting for 76.15% of the total share capital of the company [1] - After the release and re-pledging of shares, the total number of pledged shares by Sanfangxiang Group is about 2.349 billion shares, which represents 79.17% of its total holdings and 60.28% of the company's total share capital [1] - Sanfangxiang Group's concerted action partner, Jiangsu Sanfangxiang International Trade Co., Ltd., holds around 200 million shares, which is 5.14% of the total share capital [1] Group 2 - Local state-owned assets have begun to "bottom-fish" in the auctioned real estate market, purchasing over 60 properties in the Nansha District of Guangzhou at prices around 6,000 to 7,000 yuan per square meter [1] - The average listing price for second-hand houses in the same community exceeds 20,000 yuan per square meter [1]

| 证券代码：600370 | 证券简称：三房巷 | 公告编号：2026-006 | | --- | --- | --- | | 转债代码：110092 | 转债简称：三房转债 | | 江苏三房巷聚材股份有限公司 关于控股股东部分股份解除质押及再质押、 一致行动人股份解除质押的公告 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法律责任。 重要内容提示： 江苏三房巷聚材股份有限公司（以下简称"公司"）控股股东三房巷集团 有限公司（以下简称"三房巷集团"）持有公司股份数量为2,967,261,031股，占公 司总股本的76.15%。本次解除质押及再质押后，三房巷集团累计质押股份数量为 2,349,049,900股，占其所持有公司股份总数的79.17%，占公司总股本的60.28%。 三房巷集团一致行动人江苏三房巷国际贸易有限公司（以下简称"三房巷 国贸"）持有公司股份数量为200,194,552股，占公司总股本的5.14%。本次解除质 押后，三房巷国贸无被质押股份。 截至本公告披露日，三房巷集团累计已质押股份数占三房巷集团及三房 巷国贸所持 ...

华兴证券有限公司 关于江苏三房巷聚材股份有限公司 公开发行可转换公司债券 2026年第一次临时受托管理事务报告 债券受托管理人 （上海市虹口区东大名路1089号2301单元） 2026 年 1 月 重要声明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行 为准则》《可转换公司债券管理办法》的相关规定以及《江苏三房巷聚材股份有 限公司公开发行可转换公司债券受托管理协议》（以下简称"《受托管理协议》"）、 《江苏三房巷聚材股份有限公司公开发行可转换公司债券募集说明书》（以下简 称"《募集说明书》"）等，由本次可转债受托管理人华兴证券有限公司（以下简 称"华兴证券"）编制。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为华兴证券所作的承诺 或声明。在任何情况下，投资者依据本报告所进行的任何作为或不作为，华兴证 券不承担任何责任。 经中国证券监督管理委员会《关于核准江苏三房巷聚材股份有限公司公开发 行可转换公司债券的批复》（证监许可〔2022〕2933 号）核准，公司于 2023 年 1 月 6 日公开发行了 250 万手可 ...

Core Viewpoint - The announcement from Sanfangxiang indicates significant changes in share pledges by its controlling shareholder, Sanfangxiang Group, which may affect the company's financial leverage but is stated to have no major impact on the company overall [1] Group 1: Share Pledge Changes - On January 22, 2026, Sanfangxiang Group will release a pledge of 1.118 billion shares and re-pledge 500 million shares [1] - Sanfangxiang Guotai, an associated party, will release a pledge of 200 million shares [1] Group 2: Shareholding Structure - As of the announcement date, Sanfangxiang Group holds 76.15% of the company's shares, with a total of 2.349 billion shares pledged, which represents 79.17% of its holdings and 60.28% of the total share capital [1] - Sanfangxiang Guotai holds 5.14% of the shares with no pledged shares [1] Group 3: Upcoming Pledge Expirations - In the next six months and one year, 53.75 million shares and 219 million shares, respectively, will have their pledges expire, corresponding to financing balances of 359 million yuan and 892 million yuan [1] - The company asserts that these pledge matters will not have a significant impact on its operations [1]

证券之星消息，1月22日化学纤维板块较上一交易日上涨1.13%，恒申新材领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。化学纤维板块个股涨跌见下表： 从资金流向上来看，当日化学纤维板块主力资金净流出264.18万元，游资资金净流出7529.41万元，散户 资金净流入7793.58万元。化学纤维板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002064 | 华峰化学 | 4373.75万 | 8.62% | -2296.93万 | -4.52% | -2076.82万 | -4.09% | | 000420 | 吉林化纤 | 3721.23万 | 4.39% | -1253.53万 | -1.48% | -2467.70万 | -2.91% | | 600370 | 三房巷 | 2114.26万 | 8.79% | -1878.22万 ...

格隆汇1月21日丨三房巷(600370.SH)在投资者互动平台表示，公司产品瓶级聚酯切片有部分出口欧盟， 营收占比较小。公司出口方式为直接出口和通过贸易商出口。 ...

1月19日晚间，三房巷（600370）公告称，公司预计2025年年度实现归属于母公司所有者的净利润-8.4亿元至-7.6亿元，亏损同比增加55.91%到72.32%；预 计实现归属于母公司所有者的扣除非经常性损益后的净利润-8.91亿元至-8.11亿元。 公开资料显示，三房巷成立于1994年，2003年在上交所上市，主营业务以瓶级聚酯切片、PTA的生产与销售为核心，以PBT工程塑料、热电的生产与销售 等业务为补充。 三房巷解释称，2025年，受行业新增产能持续释放影响，市场供需失衡，行业竞争加剧，公司主要产品销售价格下降，产能利用率下降，加工费持续低位 运行，毛利下降；同时，受汇率波动影响，公司汇兑损失增加，公司整体亏损较上年同期扩大。 值得一提的是，三房巷在2023年、2024年已连亏两年，归母净利润分别为-2.75亿元、-4.87亿元。结合2025年业绩预告计算可知，三房巷3年累计亏损额约 15.22亿元至16.02亿元。 此外，数据显示，三房巷2021年至2024年资产负债率连年走高。截至2025年9月30日，该公司资产负债率达73.14%，高于行业均值39.31%；应收账款为 38.16亿元，同比减少 ...

Summary of Key Points Core Viewpoint - The article discusses various companies' stock performance and financial forecasts, highlighting significant expected losses for several firms in 2025 and planned share buybacks or reductions by major shareholders. Group 1: Company Actions - Hongya CNC's controlling shareholder plans to increase holdings by 30 million to 60 million yuan [1] - Wuhan Tianyuan's shareholders intend to reduce their holdings by no more than 2% of the company's shares [1] Group 2: Financial Forecasts - Sanfangxiang expects a total loss of 840 million to 760 million yuan for the year 2025 [1] - Haiyou New Materials anticipates a total loss of 520 million to 440 million yuan for 2025 [1] - Hebang Bio forecasts a total loss of 570 million to 470 million yuan for 2025 [1] - Trina Solar predicts a total loss of 7.5 billion to 6.5 billion yuan for 2025 [1] Group 3: Convertible Bonds - Strong redemption announcements for Fuli Convertible Bond, Sailong Convertible Bond, and Tianjian Convertible Bond [1] - Dragon Construction Convertible Bond and Aiwei Convertible Bond are set for subscription on January 22 [1] - Various convertible bonds listed with their current prices, redemption prices, last trading dates, and conversion values [4][6]