Market Overview - The Shanghai Composite Index closed at 3766.21 points, above the six-month moving average, with an increase of 1.04% [1] - The total trading volume of A-shares reached 24,484.14 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 93 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Xi'an Catering (9.78%) - Fuyao Glass (9.01%) - Sunrise Orient (6.98%) [1] Stocks with Small Deviation Rates - Stocks with minor deviation rates that just crossed the six-month moving average include: - Rui Ming Technology - Fengle Seed Industry - ST Zhongdi [1] Performance of Selected Stocks - Xi'an Catering: - Price change: +10.06% - Turnover rate: 11.89% - Latest price: 9.85 yuan - Deviation rate: 9.78% [1] - Fuyao Glass: - Price change: +10.01% - Turnover rate: 2.85% - Latest price: 61.35 yuan - Deviation rate: 9.01% [1] - Sunrise Orient: - Price change: +10.02% - Turnover rate: 9.10% - Latest price: 10.76 yuan - Deviation rate: 6.98% [1]

从资金流向上来看，当日化学纤维板块主力资金净流入4.53亿元，游资资金净流出1.37亿元，散户资金净 流出3.16亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000420 | 吉林化纤 | 2.00 Z | 33.27% | -9947.15万 | -16.54% | -1.01 Z | -16.74% | | 603332 苏州龙杰 | | 1.19 Z | 23.14% | -3164.61万 | -6.15% | -8749.90万 | -16.99% | | 600889 南京化纤 | | 6387.55万 | 10.61% | -1289.80万 | -2.14% | -5097.76万 | -8.47% | | 002427 | 尤夫股份 | 6268.02万 | 8.73% | 69.61万 | 0.10% | -6337.63万 | -8.83% | | ...

通过天眼查大数据分析，南京化纤股份有限公司共对外投资了15家企业，参与招投标项目549次，知识 产权方面有商标信息9条，专利信息63条，此外企业还拥有行政许可17个。 来源：金融界 资金流向方面，今日主力资金净流入6387.55万元，占比成交额10.61%。其中，超大单净流入3730.35万 元、占成交额6.2%，大单净流入2657.20万元、占成交额4.42%，中单净流出流出1289.80万元、占成交 额2.14%，小单净流出5097.76万元、占成交额8.47%。 南京化纤最新一期业绩显示，截至2025一季报，公司营业总收入7313.16万元、同比减少31.24%，归属 净利润5323.68万元，同比减少63.26%，扣非净利润5390.76万元，同比减少63.37%，流动比率0.617、速 动比率0.435、资产负债率76.57%。 天眼查商业履历信息显示，南京化纤股份有限公司，成立于1992年，位于南京市，是一家以从事化学纤 维制造业为主的企业。企业注册资本36634.601万人民币，实缴资本12970.9768万人民币。公司法定代表 人为陈建军。 金融界消息 截至2025年8月20日收盘，南京化纤（ ...

Group 1 - The core viewpoint of the article highlights the growth potential of China's chemical fiber industry, with a projected production increase of 4.7% year-on-year by June 2025, reaching 7.36 million tons [1] - In the first half of 2025, China's cumulative chemical fiber production is expected to be 42.36 million tons, reflecting a cumulative growth of 4.9% [1] - The article references a report by Zhiyan Consulting that analyzes the market operation status and investment prospects of the chemical fiber industry from 2025 to 2031 [1] Group 2 - Listed companies in the chemical fiber sector include Xinxiang Chemical Fiber, Hengli Petrochemical, Huafeng Superfiber, Rongsheng Petrochemical, Jilin Chemical Fiber, Tongkun Co., Zhongtai Chemical, Nanjing Chemical Fiber, Taihe New Materials, and Aoyang Health [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [2]

证券之星消息，8月6日化学纤维板块较上一交易日上涨2.19%，新乡化纤领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 000949 | 新乡化纤 | 4.12 | 5.37% | 108.22万 | | 4.39 乙 | | 002254 | 泰和新材 | 11.26 | 4.55% | 31.67万 | | 3.50亿 | | 688722 | 目益中 | 22.70 | 4.46% | 11.28万 | | 2.55亿 | | 002206 | 海利得 | 6.06 | 4.12% | 71.11万 | | 4.25亿 | | 002064 | 华峰化学 | 7.70 | 4.05% | 35.85万 | | 2.74亿 | | 605166 | 聚合顺 | 11.77 | 3.98% | 24.94万 | | 2.92亿 | | 30105 ...

证券之星消息，8月4日化学纤维板块较上一交易日上涨0.49%，优彩资源领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。化学纤维板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日化学纤维板块主力资金净流出4584.59万元，游资资金净流入3119.08万元，散 户资金净流入1465.51万元。化学纤维板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002998 | 优彩资源 | 7.91 | 4.08% | 15.41万 | | 1.21亿 | | 688722 | 同益中 | 21.73 | 3.62% | 7.20万 | | · 1.54亿 | | 603332 | 苏州龙杰 | 14.35 | 3.24% | 9.90万 | | 1.41亿 | | 600889 | 南京化纤 ...

Core Viewpoint - The demand for regenerated cellulose fibers is increasing due to rising environmental awareness and government policies, leading to expanded production and market opportunities in the industry [1][13]. Industry Overview - Regenerated cellulose fibers are made from natural cellulose sources without altering their chemical structure, resulting in improved physical properties such as moisture absorption and breathability compared to cotton [3][5]. - The production of regenerated cellulose fibers in China is projected to reach 5.155 million tons in 2024, representing a year-on-year increase of 7.5% [1][13]. - The main categories of regenerated cellulose fibers include viscose fibers and differentiated fibers, with viscose fibers dominating the market, expected to reach 4.435 million tons in 2024, accounting for 86% of the total production [14]. Industry Chain - The industry chain encompasses the procurement of raw materials like cotton, hemp, bamboo, and trees, leading to applications in clothing and home textiles [9][11]. - Regenerated cellulose fibers are widely used in clothing due to their breathability and moisture absorption, as well as in home textiles like towels and curtains [9]. Competitive Landscape - Leading companies in the regenerated cellulose fiber industry include Xinjiang Zhongtai Chemical Co., Ltd., Nanjing Chemical Fiber Co., Ltd., and New乡化纤股份有限公司, which leverage technology and brand strength to maintain market share [16][17]. - Smaller and medium-sized enterprises are also emerging, focusing on technological upgrades and niche market development [16]. Development Trends - The industry is expected to undergo intelligent upgrades, with technologies like vortex spinning enhancing production efficiency and product quality [21]. - Market demand for regenerated cellulose fibers is anticipated to grow across various sectors, including apparel, home textiles, and medical applications, driven by increasing environmental consciousness [22]. - There is a trend towards product diversification, with companies developing functional fibers to meet specific consumer needs, such as temperature-regulating and antibacterial properties [24].

Core Viewpoint - Nanjing Chemical Fiber Co., Ltd. is expected to report a significant net loss for the first half of 2025, with estimates ranging from RMB -98 million to -80 million for net profit attributable to shareholders [2][3]. Financial Performance Summary - The estimated net profit attributable to shareholders for the first half of 2025 is projected to be between RMB -98 million and -80 million [2][3]. - The estimated net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between RMB -102 million and -84 million [2][3]. - In the same period last year, the total profit was RMB -77.22 million, and the net profit attributable to shareholders was RMB -69.98 million, with a per-share loss of RMB -0.19 [2]. Reasons for Performance Decline - The company conducted impairment tests on inventory related to Lyocell fiber pulp and viscose short fibers, leading to increased operating losses due to asset impairment provisions [2][3]. - The depreciation of fixed assets increased significantly compared to the previous year due to the completion of construction projects at a wholly-owned subsidiary, Nanjing Jinling Biobased Fiber Co., Ltd. [2][3]. - Although the sales volume of PET foaming products increased significantly at the controlling subsidiary, Shanghai Yueke New Materials Co., Ltd., the sales prices declined due to industry competition, resulting in a narrower operating loss despite initial improvements in gross margin through cost reduction measures [2][3].

股票代码： 600889 股票简称：南京化纤 编号：2025-039 （二）业绩预告情况 1、经公司财务部门初步测算，预计公司 2025 年半年度实现归属于上市公司 股东的净利润为人民币-9,800 万元到-8,000 万元。 2、预计公司 2025 年半年度实现归属于上市公司股东的扣除非经常性损益的 净利润为人民币-10,200 万元到-8,400 万元。 南京化纤股份有限公司 2025 年半年度业绩预告 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。 重要内容提示： 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 3、本次业绩预告未经会计师事务所审计。 二、上年同期经营业绩和财务情况 （一）利润总额：-7,722.07 万元。归属于上市公司股东的净利润：-6,997.54 万元。归属于上市公司股东的扣除非经常性损益的净利润：-7,112.03 万元。 （二）每股收益：-0.19 元。 适用情形：净利润为负值。 南京化纤股份有限公司（以下简称"公司"）预计 2 ...

Core Viewpoint - Nanjing Chemical Fiber (600889) expects a net profit attributable to shareholders of the listed company to be between RMB -980 million and -800 million for the first half of 2025, indicating a significant loss [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between RMB -1.02 billion and -840 million [1] Financial Summary - Expected net profit range: RMB -980 million to -800 million [1] - Expected net profit after deducting non-recurring items: RMB -1.02 billion to -840 million [1] - The profit forecast has not been audited by an accounting firm [1]