Group 1: Market Overview - The chemical fiber sector experienced a slight decline of 0.04% on January 16, with Youfu Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Group 2: Stock Performance - Notable gainers in the chemical fiber sector included: - Zhongfu Shenying (688295) with a closing price of 34.01, up 5.10% on a trading volume of 118,300 shares and a turnover of 398 million yuan [1] - Jilin Carbon Valley (920077) closed at 18.30, up 4.69% with a trading volume of 193,200 shares and a turnover of 351 million yuan [1] - Nanjing Chemical Fiber (600889) closed at 16.89, up 4.26% with a trading volume of 191,100 shares and a turnover of 324 million yuan [1] Group 3: Decliners - Major decliners included: - Youfu Co., Ltd. (002427) closed at 7.24, down 5.73% with a trading volume of 557,900 shares [2] - Hailide (002206) closed at 6.57, down 3.38% with a trading volume of 385,800 shares [2] - Taihe New Materials (002254) closed at 11.70, down 3.31% with a trading volume of 249,200 shares [2] Group 4: Capital Flow - The chemical fiber sector saw a net inflow of 4.5365 million yuan from institutional investors, while retail investors experienced a net outflow of 31.0094 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Group 5: Detailed Capital Flow Analysis - Key stocks with significant capital flow include: - Jilin Chemical Fiber (000420) with a net outflow of 89.1658 million yuan from institutional investors [3] - Nanjing Chemical Fiber (600889) had a net inflow of 32.0160 million yuan from institutional investors [3] - Zhongfu Shenying (688295) recorded a net inflow of 30.9468 million yuan from institutional investors [3]

Core Viewpoint - Nanjing Chemical Fiber Co., Ltd. plans to acquire 100% equity of Nanjing Process Equipment Manufacturing Co., Ltd. through asset replacement, issuance of shares, and cash payment, while raising supporting funds from specific investors [1][2]. Group 1 - The company received approval from the Shanghai Stock Exchange's M&A Reorganization Review Committee on January 7, 2026, confirming that the transaction meets restructuring conditions and information disclosure requirements [2]. - The company disclosed the draft of the transaction report on December 30, 2025, and subsequently released the registered draft on January 13, 2026, indicating revisions made to the initial draft [2].

Core Viewpoint - The company plans to acquire 100% of Nanjing Process Equipment Manufacturing Co., Ltd. through asset swaps, issuance of shares, and cash payments, while also raising supporting funds [1] Group 1 - The transaction was approved by the Shanghai Stock Exchange on January 7, 2026 [1] - The company disclosed the draft proposal for the transaction on December 30, 2025, and the registration draft on January 13, 2026 [1] - The registration draft includes revisions compared to the initial proposal, such as updates on required approvals and financial information of the target assets after the audit cutoff date [1]

中信证券股份有限公司 关于南京化纤股份有限公司 重大资产置换、发行股份及支付现金购买资产 并募集配套资金暨关联交易 之 独立财务顾问报告 （注册稿） 独立财务顾问 二〇二六年一月 南京化纤股份有限公司重大资产置换、发行股份及支付现金购买资产并募集配套资金暨关联交易之独立财务顾问报告 独立财务顾问声明和承诺 一、独立财务顾问声明 （一）本独立财务顾问与本次交易各方无任何关联关系。本独立财务顾问本 着客观、公正的原则对本次交易出具独立财务顾问报告； （二）本独立财务顾问报告所依据的文件和材料由本次交易各方提供，提供 方对所提供文件及资料的真实性、准确性和完整性负责，并保证该等信息不存在 虚假记载、误导性陈述或者重大遗漏。本独立财务顾问不承担由此引起的任何风 险责任； （三）本独立财务顾问报告是在假设本次交易各方当事人均全面和及时履行 本次交易相关协议和声明或承诺的基础上出具； （四）本独立财务顾问报告不构成对上市公司的任何投资建议或意见，对投 资者根据本独立财务顾问报告作出的任何投资决策可能产生的风险，本独立财务 顾问不承担任何责任； （五）本独立财务顾问未委托或授权其他任何机构和个人提供未在独立财务 顾问报告中 ...

南京化纤股份有限公司 重大资产置换、发行股份及支付现金购买资产并 募集配套资金暨关联交易报告书（草案） | （注册稿） | | | --- | --- | | 项目 交易对方 | | | 重大资产置换 南京新工投资集团有限责任公司 | | | 南京新工投资集团有限责任公司、南京新工并购股权投资基金合伙企业 （有限合伙）、南京机电产业（集团）有限公司、南京艺工新合壹号企业 管理合伙企业（有限合伙）、南京艺工诚敬壹号企业管理合伙企业（有限 | | | 发行股份及支付 合伙）、南京艺工新合贰号企业管理合伙企业（有限合伙）、南京艺工诚敬 | | | 现金购买资产 贰号企业管理合伙企业（有限合伙）、上海亨升投资管理有限公司、江苏 和谐科技股份有限公司、南京高速齿轮产业发展有限公司、南京埃斯顿自 动化股份有限公司、南京大桥机器有限公司、上海巽浩投资合伙企业（有 | | | 限合伙）、上海渝华电话工程有限公司 | | | 募集配套资金 包括南京新工投资集团有限责任公司在内的不超过 | 名特定投资者 35 | 独立财务顾问 证券代码：600889 证券简称：南京化纤 上市地：上海证券交易所 二〇二六年一月 上市公司声明 本公 ...

南京化纤股份有限公司 重大资产置换、发行股份及支付现金购买资产并 募集配套资金暨关联交易报告书（草案）摘要 | 项目 | 交易对方 | | --- | --- | | 重大资产置换 | 南京新工投资集团有限责任公司 | | | 南京新工投资集团有限责任公司、南京新工并购股权投资基金合伙企业 （有限合伙）、南京机电产业（集团）有限公司、南京艺工新合壹号企业 管理合伙企业（有限合伙）、南京艺工诚敬壹号企业管理合伙企业（有限 | | 发行股份及支付 现金购买资产 | 合伙）、南京艺工新合贰号企业管理合伙企业（有限合伙）、南京艺工诚 敬贰号企业管理合伙企业（有限合伙）、上海亨升投资管理有限公司、江 苏和谐科技股份有限公司、南京高速齿轮产业发展有限公司、南京埃斯顿 自动化股份有限公司、南京大桥机器有限公司、上海巽浩投资合伙企业 | | | （有限合伙）、上海渝华电话工程有限公司 | | 募集配套资金 | 包括南京新工投资集团有限责任公司在内的不超过 35 名特定投资者 | 独立财务顾问 证券代码：600889 证券简称：南京化纤 上市地：上海证券交易所 本次交易完成后，本公司经营与收益的变化，由本公司自行负责；因本次 ...

证券代码： 600889 证券简称：南京化纤 公告编号：2026-002 南京化纤股份有限公司 关于公司重大资产置换、发行股份及支付现金购买资产并募集配 套资金暨关联交易报告书修订说明的公告 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个别及连带责任。 南京化纤股份有限公司（以下简称"公司"）拟通过资产置换、发行股份及 支付现金的方式购买南京工艺装备制造股份有限公司 100%股份，并向特定投资 者发行股份募集配套资金（以下简称"本次交易"）。 公司于 2026 年 1 月 7 日收到上海证券交易所出具的《上海证券交易所并购 重组审核委员会 2026 年第 1 次审议会议结果公告》，审议结果为：本次交易符 合重组条件和信息披露要求。公司于 2025 年 12 月 30 日披露了《南京化纤股份 有限公司重大资产置换、发行股份及支付现金购买资产并募集配套资金暨关联交 易报告书（草案）（上会稿）》（以下简称"草案（上会稿）"）等文件，具体 内容详见公司前期在上海证券交易所网站（www.sse.com.cn）披露的相关公告及 文件，于 2026 ...

Group 1 - The core business products of the company include viscose staple fiber, lyocell fiber, and PET structural core materials [1] - The company has not exported to EU countries in the past two years [1]

Core Viewpoint - Nanjing Chemical Fiber (600889) is actively engaged in providing domestic solutions for high-end equipment across various key sectors, including CNC machine tools, photovoltaics and semiconductors, injection molding and die casting, smart manufacturing, and national defense aerospace [1] Group 1 - The products of Nanjing Technology are primarily applied in a wide range of downstream sectors [1] - The company is committed to continuously expanding its incremental market by offering reliable domestic solutions for high-end equipment in several key areas [1] - Further details regarding the market application of Nanjing Technology can be found in the company's disclosed restructuring report and the responses to the inquiry letter [1] Group 2 - The transaction mentioned is subject to approval and registration by the China Securities Regulatory Commission before implementation [1]

Core Viewpoint - Nanjing Chemical Fiber (600889.SH) has not exported to EU countries in the past two years, focusing on domestic markets for its main products, which include viscose staple fiber, lyocell fiber, and PET structural core materials [1]. Group 1 - The main products of Nanjing Chemical Fiber are viscose staple fiber, lyocell fiber, and PET structural core materials [1]. - The company has not engaged in exports to EU countries over the last two years [1].