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。 证券代码：600370 证券简称：三房巷 公告编号：2026-005 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 重要内容提示： 本期业绩预告适用于净利润为负值的情形。 江苏三房巷聚材股份有限公司（以下简称"公司"）预计2025年年度实现 归属于母公司所有者的净利润-76,000.00万元到-84,000.00万元，与上年同期（法 定披露数据）相比，亏损增加55.91%到72.32%。 预计2025年年度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-81,100.00万元到-89,100.00万元。 2025年年度业绩预告 一、本期业绩预告情况 2025年1月1日至2025年12月31日 （二）业绩预告情况 1、经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利 润-76,000.00万元到-84,000.00万元，与上年同期（法定披露数据）相比，亏损增 加55.91%到72.32%。 2、预计2025年年度实现归属于母公司所有 ...

报告期内，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。 格隆汇1月19日丨三房巷(600370.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司所 有者的净利润-76,000.00万元到-84,000.00万元，与上年同期（法定披露数据）相比，亏损增加55.91%到 72.32%。预计2025年年度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-81,100.00万元 到-89,100.00万元。 ...

三房巷公告，预计2025年年度实现归属于母公司所有者的净利润亏损7.6亿元到8.4亿元，与上年同期相 比，亏损增加55.91%到72.32%。报告期内，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。 ...

Company Overview - Jiangsu Sanfangxiang Polymeric Materials Co., Ltd. is located in Jiangyin City, Jiangsu Province, established on June 13, 1994, and listed on March 6, 2003. The company's main business includes the production and sales of bottle-grade polyester chips and PTA, as well as PBT engineering plastics and thermal power [2] - The revenue composition of the main business is as follows: bottle-grade polyester chips 79.87%, PTA 17.60%, electricity and steam 1.12%, engineering plastics 0.78%, and other products and services 0.62% [2] - The company belongs to the Shenwan industry classification of basic chemicals - chemical fibers - polyester and is associated with concepts such as low price, robotics, energy conservation and environmental protection, Yangtze River Delta integration, and mid-cap stocks [2] Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 16.007 billion yuan, a year-on-year decrease of 12.49%, and a net profit attributable to shareholders of the parent company of -467 million yuan, a year-on-year decrease of 52.14% [2] - Cumulative cash dividends since the company's A-share listing amount to 1.86 billion yuan, with 584 million yuan distributed in the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders is 35,200, a decrease of 4.11% from the previous period, with an average of 110,719 circulating shares per person, an increase of 4.28% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranks as the seventh largest circulating shareholder, holding 9.8844 million shares as a new shareholder [3] Stock Performance - On January 14, the stock price increased by 2.66%, reaching 2.70 yuan per share, with a trading volume of 58.8136 million yuan and a turnover rate of 0.57%, resulting in a total market capitalization of 10.521 billion yuan [1] - Year-to-date, the stock price has risen by 19.47%, with a 5-day increase of 5.06%, a 20-day increase of 25.00%, and a 60-day increase of 32.35% [1] - The company has appeared on the daily trading leaderboard twice this year, with the most recent appearance on January 6, where the net buying on the leaderboard was -82.721 million yuan [1]

Group 1: Report Investment Rating - No information provided on the industry investment rating Group 2: Core Viewpoints - PX market has seen a rapid increase, mainly driven by speculative funds rather than fundamental changes. The futures market dominates price discovery, showing "irrational exuberance" with self - reinforcing trends. Despite concerns about bubbles, PX fundamentals are supported, and the market is expected to tighten in 2026 due to new PTA capacity in India and organic demand growth [2] - PTA maintains high - level operation, benefiting from stable domestic demand and resumed exports to India since late November. The high gasoline spread supports aromatics, and new polyester installations keep polyester load high, leading to high PTA consumption and a strengthening basis [2] - For MEG, overseas plant maintenance plans increase, but with the continuous decline of coal prices and new plant production, market supply pressure is large. However, it may be supported by domestic policies under the carbon neutrality background [2] Group 3: Summary by Relevant Catalogs 1. Market Data Comparison - **Crude Oil**: INE crude oil price rose from 432.7 yuan/barrel on January 9, 2026, to 437.5 yuan/barrel on January 12, 2026, an increase of 4.80 yuan [2] - **PTA**: PTA - SC decreased by 0.88 yuan/ton, PTA/SC ratio decreased, CFR China PX increased by 5 to 897, PX - naphtha spread increased by 5 to 346. PTA main - contract futures price rose by 34.0 yuan/ton to 5142 yuan/ton, and the spot price rose by 65.0 yuan to 5035 yuan/ton. Spot processing fee increased by 39.9 yuan/ton to 352.3 yuan/ton, and the disk processing fee increased by 8.9 yuan/ton to 394.3 yuan/ton. The main - contract basis decreased by 3.0, and the number of PTA warehouse receipts increased by 600 to 100820 [2] - **MEG**: MEG main - contract futures price rose by 14.0 yuan/ton to 3880 yuan/ton, MEG - naphtha decreased by 5.5 yuan/ton, MEG internal - market price rose by 37.0 yuan to 3734 yuan/ton, and the main - contract basis decreased by 7.0 [2] - **Industry Operation Rates**: PX operation rate remained at 87.87%, PTA operation rate remained at 77.40%, MEG operation rate increased by 0.41% to 61.12%, and polyester load decreased by 0.32% to 87.80% [2] - **Polyester Products**: POY150D/48F price rose by 155.0 to 6695, POY cash flow increased by 87.0. FDY150D/96F price rose by 145.0 to 6890, FDY cash flow increased by 77.0. DTY150D/48F price rose by 35.0 to 7780, DTY cash flow decreased by 33.0. 1.4D direct - spinning polyester staple fiber price rose by 5 to 6520, polyester staple fiber cash flow decreased by 63.0. Semi - bright chip price rose by 45.0 to 5770, chip cash flow decreased by 23.0. Long - filament sales rate increased from 45% to 69%, short - fiber sales rate increased from 77% to 81%, and chip sales rate increased from 64% to 72% [2] 2. Device Maintenance - This week, the 500,000 - ton device of Sanfangxiang is in the process of restarting, and another 750,000 - ton device will be under maintenance soon, with the load gradually decreasing. In addition, the devices of Xinjiang Yipu and Jinyu in December are under maintenance, and some factories such as Tiansheng and Guxiandao have reduced their loads [2]

三房巷（600370）(600370.SH)发布公告，经公司财务部门初步测算，预计2025年度归属于上市公司股 东的净利润为负值，公司2025年度经营业绩将出现亏损。 ...

智通财经APP讯，三房巷(600370.SH)发布公告，经公司财务部门初步测算，预计2025年度归属于上市 公司股东的净利润为负值，公司2025年度经营业绩将出现亏损。 ...

每经AI快讯，三房巷1月12日晚间发布公告称，本次担保实施后，公司为下属公司及下属公司之间相互 担保总额约80.73亿元，占公司最近一期经审计合并报表归属于母公司净资产的比例为139.9%；公司为 控股股东提供担保总额6亿元，占公司最近一期经审计合并报表归属于母公司净资产的10.4%。相关担 保总额合计约86.73亿元，占公司最近一期经审计合并报表归属于母公司净资产的比例为150.3%。 （记者 曾健辉） 每经头条（nbdtoutiao）——年产量是传统大田120倍以上，1个人管理1栋楼！实探中国"植物工厂"：水 稻生产期从120天减到60天，没有虫害不用打农药 ...

Group 1 - The chemical fiber sector experienced a rise of 0.95% on January 12, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Notable gainers in the chemical fiber sector included Jilin Qigu, which rose by 11.03% to a closing price of 20.14, and Zhongfu Shenying, which increased by 7.71% to 35.36 [1] Group 2 - The chemical fiber sector saw a net outflow of 180 million yuan from main funds, while retail investors contributed a net inflow of 271 million yuan [2] - The trading volume for Jilin Carbon Valley was 349,300 shares, with a transaction value of 672 million yuan, indicating strong investor interest [1][2] - The stock performance of other companies in the sector varied, with some experiencing declines, such as Montai High-tech, which fell by 7.82% to 32.05 [2] Group 3 - Jilin Carbon Valley had a main fund net inflow of 43.32 million yuan, while retail investors showed a net outflow of 834,500 yuan [3] - The main fund net inflow for Sanfangxiang was 33.51 million yuan, but retail investors faced a net outflow of 25.85 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types within the chemical fiber sector [3]

| 证券代码：600370 | 证券简称：三房巷 | 公告编号：2026-004 | | --- | --- | --- | | 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 关于为全资下属公司提供担保的公告 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： 担保对象及基本情况 | 被担保人名称 | 称"兴泰新材料"） | 江阴兴泰新材料有限公司（以下简 | | --- | --- | --- | | 本次担保金额 | 8,000.00 | 万元 | | 实际为其提供的担保余额 | 17,500.00 | 万元（含本次担保） | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | | 担保对象 | | | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 | 867,313.41（含本次担保） | ...