Market Overview - On October 22, the chemical fiber sector rose by 0.13% compared to the previous trading day, with Sanfangxiang leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Sanfangxiang (600370) closed at 2.31, up 10.00% with a trading volume of 877,800 shares and a turnover of 194 million yuan [1] - Jiatai Tongxin (300876) closed at 31.54, up 9.06% with a trading volume of 62,100 shares and a turnover of 195 million yuan [1] - Other notable performers include: - Caidi Nuyue (603073) up 1.40% to 18.10 - Xinxiang Chemical Fiber (000949) up 1.40% to 4.35 - Wanwei High-tech (600063) up 1.27% to 6.37 [1] Fund Flow Analysis - The chemical fiber sector experienced a net outflow of 38.31 million yuan from main funds, while retail funds saw a net inflow of 20.38 million yuan [2] - Notable net inflows from retail funds include: - Sanfangxiang with a net inflow of 39.86 million yuan [3] - Xinxiang Chemical Fiber with a net inflow of 16.31 million yuan [3] - Conversely, major funds showed significant outflows in stocks like Sanfangxiang and Xinxiang Chemical Fiber, indicating mixed investor sentiment [3]

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 [1][2]. Financial Performance - For the first half of 2025, Sanfangxiang achieved operating revenue of 10.08 billion yuan, a year-on-year decrease of 13.97%. The net profit attributable to the parent company was -271 million yuan, a year-on-year decrease of 90.89% [2]. - The company has cumulatively distributed 1.86 billion yuan in dividends since its A-share listing, with 584 million yuan distributed over the past three years [3]. Stock Performance - As of October 22, the stock price of Sanfangxiang increased by 2.38% to 2.15 yuan per share, with a total market capitalization of 8.378 billion yuan. The stock has risen 16.85% year-to-date [1]. - The stock has appeared on the daily trading leaderboard six times this year, with the most recent appearance on May 14, where it recorded a net purchase of 27.485 million yuan [1]. Shareholder Information - As of June 30, the number of shareholders for Sanfangxiang was 36,700, a decrease of 22.17% from the previous period. The average circulating shares per person increased by 28.48% to 106,172 shares [2]. Industry Classification - Sanfangxiang belongs to the Shenwan industry classification of basic chemicals, specifically in the chemical fiber and polyester sector. It is associated with concepts such as small-cap stocks, robotics, Yangtze River Delta integration, new materials, and low-priced stocks [2].

Group 1 - The stock price of Sanfangxiang increased by 2.45% on October 21, reaching 2.09 CNY per share, with a total market capitalization of 8.144 billion CNY [1] - Year-to-date, Sanfangxiang's stock price has risen by 13.59%, with a recent performance showing no change over the last 5 trading days, a decline of 1.88% over the last 20 days, and an increase of 7.73% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on May 14, where it recorded a net purchase of 27.4849 million CNY [1] Group 2 - Jiangsu Sanfangxiang Ju Cai Co., Ltd. was established on June 13, 1994, and listed on March 6, 2003, primarily engaged in the production and sales of bottle-grade polyester chips and PTA [2] - The main business revenue composition includes 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] - As of June 30, the number of shareholders decreased by 22.17% to 36,700, while the average circulating shares per person increased by 28.48% to 106,172 shares [2] Group 3 - Sanfangxiang has distributed a total of 1.86 billion CNY in dividends since its A-share listing, with 584 million CNY distributed over the last three years [3]

Group 1 - The chemical fiber sector increased by 0.62% on October 20, with Shenma Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] - Key stocks in the chemical fiber sector showed significant price increases, with Shenma Co., Ltd. rising by 4.45% to a closing price of 10.57 [1] Group 2 - The main capital flow in the chemical fiber sector showed a net inflow of 22.42 million yuan, while retail investors had a net inflow of 63.82 million yuan [2] - Major stocks like Shenma Co., Ltd. and Xinxiang Chemical Fiber saw varying levels of net capital inflow and outflow from different investor categories [3] - Shenma Co., Ltd. had a net inflow of 71.02 million yuan from main capital, while retail investors experienced a net outflow of 43.36 million yuan [3]

Group 1 - The stock price of Sanfangxiang increased by 2.00% on October 20, reaching 2.04 CNY per share, with a trading volume of 27.24 million CNY and a turnover rate of 0.35%, resulting in a total market capitalization of 7.949 billion CNY [1] - Year-to-date, Sanfangxiang's stock price has risen by 10.87%, with a decline of 1.92% over the last five trading days and a decrease of 3.32% over the last 20 days, while it has increased by 7.37% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on May 14, where it recorded a net purchase of 27.485 million CNY, accounting for 43.86% of total trading volume [1] Group 2 - Jiangsu Sanfangxiang Ju Cai Co., Ltd. was established on June 13, 1994, and listed on March 6, 2003, primarily engaged in the production and sales of bottle-grade polyester chips and PTA, with the main business revenue composition being 79.87% from bottle-grade polyester chips and 17.60% from PTA [2] - As of June 30, the number of shareholders for Sanfangxiang was 36,700, a decrease of 22.17% from the previous period, with an average of 106,172 circulating shares per person, an increase of 28.48% [2] - For the first half of 2025, Sanfangxiang reported an operating income of 10.08 billion CNY, a year-on-year decrease of 13.97%, and a net profit attributable to the parent company of -271 million CNY, a year-on-year decrease of 90.89% [2] Group 3 - Sanfangxiang has distributed a total of 1.86 billion CNY in dividends since its A-share listing, with a cumulative distribution of 584 million CNY over the past three years [3]

二、进展情况 | 证券代码：600370 | 证券简称：三房巷 | 公告编号：2025-077 | | --- | --- | --- | | 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对外投资 设立全资子公司的进展公告 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。 一、对外投资基本情况 江苏三房巷聚材股份有限公司（以下简称"公司"）于 2025 年 9 月 15 日召开 第十一届董事会第二十一次会议，审议通过了《关于对外投资设立全资子公司的 议案》。具体内容详见公司 2025 年 9 月 16 日披露于上海证券交易所官网 （www.sse.com.cn）的《江苏三房巷聚材股份有限公司关于对外投资设立全资子 公司的公告》（公告编号：2025-069）。 法定代表人：卞永刚 住所：江阴市利港街道润华路 20 号 统一社会信用代码：91320281MAG0D3NB1G 经营范围：一般项目：再生资源回收（除生产性废旧金属）；生产性废旧金 属回收；再生资源销售；再生资源加工；资源循环利用服 ...

Core Viewpoint - Jiangyin Sanfangxiang Ju Cai Green Technology Co., Ltd. has been established with a registered capital of 100 million yuan, focusing on recycling and resource utilization services [1] Group 1 - The company is fully owned by Sanfangxiang [1] - The business scope includes sales and processing of renewable resources, technical consulting for resource recycling, and research and development of recycling technologies [1]

Group 1 - Company Sanfangxiang (SH 600370) announced on October 10 that its controlling shareholder, Sanfangxiang Group, has pledged and released part of its shares [1] - On October 9, 2025, Sanfangxiang Group pledged 335,000,000 unrestricted circulating shares to Industrial and Commercial Bank of China, Jiangyin Branch, and completed the pledge registration with China Securities Depository and Clearing Corporation [1] - As of the announcement date, Sanfangxiang Group has pledged a total of approximately 1.749 billion shares, accounting for 58.94% of its total holdings and 44.89% of the company's total share capital [1] Group 2 - Sanfangxiang Group's action partner, Jiangsu Sanfangxiang International Trade Co., Ltd., holds approximately 200 million shares, accounting for 5.14% of the company's total share capital, which are not pledged [1] - The total pledged shares by Sanfangxiang Group and its action partner account for 55.22% of their total holdings and 44.89% of the company's total share capital [1] - For the year 2024, Sanfangxiang's revenue composition is as follows: polyester industry 77.73%, chemical industry 20.13%, other industries 1.16%, and thermal power 0.97% [1] Group 3 - As of the report, Sanfangxiang's market capitalization is 8.3 billion yuan [2]

| 证券代码：600370 | 证券简称：三房巷 | 公告编号：2025-076 | | --- | --- | --- | | 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质押及解除质押的公告 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。 1 | 股 | 是否 为控 | | 是否为 限售股 （如 | 是否 | 质押 | 质押到 | | 占其所 持股份 | 占公司 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | | 本次质押股数 | | 补充 | 起始 | | 质权人 | | 总股本 | 质押融资资 | | 名 | 股股 | | 是，注 | 质押 | 日 | 期日 | | 比例 | 比例 | 金用途 | | 称 | 东 | | 明限售 类型） | | | | | （%） | （%） | | | 三 | | | | | 2025 | 至股份 | 中国工商 | | ...

| 证券代码：600370 | 证券简称：三房巷 | 公告编号：2025-075 | | --- | --- | --- | | 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 可转债转股结果暨股份变动公告 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法律责任。 重要内容提示: 累计转股情况："三房转债"转股期起止日期为2023年7月12日至2029年1 月5日。截至2025年9月30日，累计已有人民币1,001,000元"三房转债"转换为公司 A股股票，累计转股数为331,441股，占可转债转股前公司已发行股份总额的 0.0085%。 未转股可转债情况：截至2025年9月30日，尚未转股的"三房转债"金额为 人民币2,498,999,000元，占可转债发行总量的99.9600%。 本季度转股情况：自2025年7月1日至2025年9月30日期间，共有人民币 120,000元"三房转债"转换为公司A股股票，因转股形成的股份数量为39,733股。 一、可转债发行上市概况 经中国证券监督管理委员会《关于核 ...