| 证券代码：600370 | 证券简称：三房巷 | 公告编号：2026-008 | | --- | --- | --- | | 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 关于控股股东及一致行动人股份被冻结的公告 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%；累计质押股份数量为2,967,261,031股，占其所持有公司股份 总数的100.00%，占公司总股本的76.15%；本次被司法冻结的股份数量为 2,967,261,031股，占其所持有公司股份总数的100.00%，占公司总股本的76.15%。 截至公告披露日，上述股东及其一致行动人累计被冻结股份情况如下。 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 ...

三房巷公告称，控股股东三房巷集团及一致行动人三房巷国贸持有公司的部分股份被司法冻结。截至 2026年2月24日，三房巷集团持有公司76.15%股份，本次被冻结2,967,261,031股，占其所持股份100%； 三房巷国贸持有5.14%股份，本次被冻结200,194,552股，占其所持股份100%。二者累计冻结股份占公司 总股本的81.29%，冻结原因均为涉诉司法冻结。目前公司经营正常，但股份若被处置，可能致实控权 变更。 ...

PX：产量增幅有限，供需或仍偏紧 存量负荷提升空间或极为有限。PX 自 2024 年以来已连续两年无新增 产能，供应增量主要来源于存量技改及短流程提负。这一策略在 2024 年效果较为显著，调油逻辑走弱下炼厂开始"减油增芳烃"，PX 在当 年国内无新增产能的情况下，2024 年全年产量同比+12%。而进入 2025 年，尽管 MX 的供应仍在增加（产量同比+13%），PX 的产量增速却大 幅放缓（产量同比+1%），或侧面说明 PX 产能负荷已接近天花板，再 提升的空间较为有限。 2026 年 02 月 24 日 石油石化 大炼化系列一：聚酯链景气向上！ 引言：欧洲化工企业在高企的能源成本与环保合规成本的挤压 下，产能正在加速收缩，而中国企业正在凭借超级工厂的成本优 势，加速抢占市场份额，全球化工行业"东升西落"的态势日益 清晰。我国民营大炼化具备显著的规模效应，同时上下游配套齐 全，资产具备全球竞争力。站在当前时点，"PX-PTA-涤纶长丝" 产业链在供需格局改善的预期下有望率先展现弹性。 2026 年 PX 供需格局或仍偏紧。供给方面，2026 年 PX 新增投产规划 仍较少，仅华锦阿美一套装置（200 万 ...

Summary of Conference Call Notes Industry Overview - The focus is on the PTA (Purified Terephthalic Acid) industry and its supply-demand dynamics for 2026, which is recognized as a consensus within the industry [1][2] - The high expansion cycle of the PTA industry is officially ending, with no new capacity expected in 2026 due to the completion of several major projects in 2025 [1][2] Key Points on Supply and Demand - The downstream polyester sector (including filament, staple fiber, and bottle-grade) is expected to expand by 3-4 million tons, which will drive demand for PTA [1][2] - There is a clear mismatch in supply and demand, leading to an improvement in the market structure [2][3] Corporate Strategies and Market Dynamics - The PTA industry faced significant losses in October 2025, with losses exceeding 200 RMB per ton, creating immense operational pressure on producers [3] - Companies like Xinfonming, Yisheng, Sanfangxiang, and Dongfang Shenghong have begun to reduce or halt production, signaling a positive shift towards industry collaboration and improved profitability [3] - Three major polyester filament manufacturers have implemented successive production cuts to align inventory with downstream demand, particularly ahead of the Chinese New Year [3] Price Trends and Market Conditions - Oil prices have been in a downward trend in 2024 and 2025, affecting the pricing dynamics of polyester filaments [4] - Current oil prices are at a low point, suggesting limited downside potential, which may facilitate price increases for polyester filaments [5] Demand Drivers - Two marginally positive factors are identified: 1. Rising cotton prices may lead to increased demand for polyester filaments as a cost-effective alternative [6] 2. The reduction of tariffs on Chinese textile and apparel products by the U.S. could stimulate demand for domestic filament products [7] Profitability Expectations - Companies anticipate a profit increase of 100-200 RMB per ton compared to the previous year, supported by the favorable market conditions [7] Investment Recommendations - Suggested companies to watch include Hengli Petrochemical, Rongsheng Petrochemical, Hengyi Petrochemical, Tongkun Co., Xinfonming, Dongfang Shenghong, and Sanfangxiang [8]

Group 1 - Huafeng Chemical (002064) is a global leader in the spandex industry, with strong technical advantages in differentiated spandex and early investments in bio-based and recycled spandex, benefiting from the growing demand for green fibers [2][34] - Tongkun Co., Ltd. (601233) is a domestic leader in the polyester filament industry, with strong technical and capacity advantages in differentiated and high-end products, and is expected to benefit from the recovery of downstream textile demand and policies promoting recycled fibers [3][35] - New Fengming (603225) is a core player in the polyester filament industry, with a strong position in differentiated and high-end products, and is well-positioned to benefit from the recovery of textile demand and the promotion of recycled fibers [4][36] Group 2 - Shuangxin Environmental Protection (001369) is a core enterprise in the PVA industry, with strong technical and capacity advantages, and is expanding into biodegradable and bio-based materials, expected to benefit from the growing demand for biodegradable materials [5][38] - Tianfulong (603406) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [6][39] - Wanwei High-tech (600063) is a leading company in the PVA industry, with strong technical advantages and is expanding into biodegradable materials, expected to benefit from the growing demand for biodegradable materials [7][40] Group 3 - Xinxiang Chemical Fiber (000949) is a core enterprise in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [8][41] - Taihe New Materials (002254) is a leader in the aramid industry, with strong technical advantages and is expanding into high-performance and bio-based aramid, expected to benefit from the growth in high-end fields [9][42] - Jilin Chemical Fiber (000420) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into high-performance carbon fiber, expected to benefit from the growth in aerospace and new energy sectors [10][44] Group 4 - Sanfangxiang (600370) is a core enterprise in the PTA industry, with strong technical advantages and is expanding into recycled PTA and bio-based PTA, expected to benefit from the recovery of textile demand [11][45] - Shenma Co., Ltd. (600810) is a leader in the nylon 66 industry, with strong technical advantages and is expanding into high-performance and recycled nylon, expected to benefit from the growth in automotive and industrial fabric demand [12][46] - Hailide (002206) is a leader in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [13][47] Group 5 - Youfu Co., Ltd. (002427) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [14][48] - Huaxi Co., Ltd. (000936) is a core enterprise in the polyester staple fiber industry, with strong technical advantages and is expanding into recycled and bio-based polyester, expected to benefit from the recovery of textile demand [15][49] - Baolidi (300905) is a leader in the chemical fiber color masterbatch industry, with strong technical advantages and is expanding into biodegradable color masterbatches, expected to benefit from the green transformation of the chemical fiber industry [16][51] Group 6 - Nanjing Chemical Fiber (600889) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [17][52] - Haiyang Technology (603382) is a core enterprise in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [18][53]

Group 1 - Taihe New Materials reached the daily limit increase in stock price [1] - Sanfangxiang previously hit the daily limit increase [1] - Tongkun Co., Xin Fengming, Anhui Weiqiao, Tongyi Zhong, Xinxiang Chemical Fiber, and Jilin Carbon Valley also showed significant price increases [1]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，三房巷涨停原因可能如下，募投项目结项+风险管理完善+质押风险降低： 1、公 司公告显示多个募投项目顺利完成建设，体现了公司良好的项目执行能力，未来或为公司带来新的业绩 增长点。同时开展套期保值和外汇衍生品交易业务，能够有效对冲经营风险，也反映出公司具备完善的 风险管理措施。 2、近期公司控股股东三房巷国贸全部解除质押，且三房巷集团有部分股份解除质押， 在一定程度上降低了整体质押风险。虽然2月10日也有新的质押情况，但解除质押的动作仍对市场信心 有所提振。 3、从行业来看，三房巷以瓶级聚酯切片、PTA的生产与销售为核心业务。同花顺数据显 示，近期聚酯行业部分产品 ...

Group 1 - The chemical fiber sector experienced a significant upward movement, with Sanfangxiang reaching the daily limit increase [1] - Other companies such as Xin Fengming, Tongkun Co., Jilin Chemical Fiber, Hailide, and Taihe New Materials also saw gains [1]

| 证券代码：600370 | 证券简称：三房巷 | 公告编号：2026-007 | | --- | --- | --- | | 转债代码：110092 | 转债简称：三房转债 | | 关于控股股东股份解除质押及再质押、 一致行动人股份质押的公告 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%。本次股份解除质押及再质押后，三房巷集团累计质押股份数 量为2,967,261,031股，占其所持有公司股份总数的100.00%，占公司总股本的 76.15%。 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%。本次股份质 押后，三房巷国贸累计质押股份数量为200,194,552股，占其所持有公司股份总数 的100.00%，占公司总股本的5.14%。 三房 ...

每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 每经AI快讯，三房巷2月9日晚间发布公告称，江苏三房巷聚材股份有限公司控股股东三房巷集团有限 公司持有公司股份数量约为29.67亿股，占公司总股本的76.15%。三房巷集团一致行动人江苏三房巷国 际贸易有限公司持有公司股份数量约为2亿股，占公司总股本的5.14%。三房巷集团及三房巷国贸累计 已质押股份数约为31.67亿股，占其合计持有公司股份数的100%，占公司总股本的81.29%。 （记者 曾健辉） ...