内容概要：近年随着全球资源短缺和环保问题的日益严峻，发展循环经济和低碳经济的任务也日趋紧 迫，涤纶纤维及下游行业积极响应资源循环利用，大力推进再生纤维发展。再生涤纶短纤作为再生纤维 的重要组成部分，近几年得到快速发展，这一方面是受终端市场需求推动，再生涤纶短纤产量有所回 升；另一方面，充足的原料基础为再生涤纶生产提供了保障，尤其是废旧纺织品、瓶片等回收资源为再 生纤维生产提供了稳定来源。数据显示，2020-2024年中国再生涤纶短纤产量呈现波动上行态势，2024 年行业产量增长至421万吨，同比上涨5.8%。 相关上市企业：优彩资源（002998）、闽瑞股份（834720）、海澜之家（600398）、森马服饰 （002563）、雅戈尔（600177）、际华集团（601718）、太平鸟（603877）、朗姿股份（002612）、锦 泓集团（603518）、报喜鸟（002154）等。 相关企业：宁波大发化纤有限公司、晋江港益纤维制品有限公司、浙江华盛化纤有限公司、慈溪市江南 化纤有限公司、扬州天富龙集团股份有限公司、苏州市相城区江南化纤集团有限公司、嘉兴市富林化纤 有限公司、安徽东锦资源再生科技有限公司、辽宁胜达 ...

相关企业：宁波大发化纤有限公司、晋江港益纤维制品有限公司、浙江华盛化纤有限公司、慈溪市江南 化纤有限公司、扬州天富龙集团股份有限公司、苏州市相城区江南化纤集团有限公司、嘉兴市富林化纤 有限公司、安徽东锦资源再生科技有限公司、辽宁胜达环境资源集团有限公司等。 关键词：再生涤纶短纤行业相关政策、再生涤纶短纤行业产业链、再生涤纶短纤产量、废旧纺织品回收 量 一、再生涤纶短纤行业相关概述 再生涤纶短纤是以废旧聚酯瓶片、纺丝废丝等为原料，通过物理或化学再生工艺制成的短纤维。长度一 般为32至102mm，纤度有1.5D-20D很多规格，属于再生资源的充分利用，它因其成本低，性能好而具 有广大的市场。再生涤纶短纤有很多不同的品种，如普通纤维，中空纤维，三角丝，阻燃纤维等，现在 一般用于家具、玩具的填充料行业，床上用品、服装行业，针刺棉行业，缝编布行业。 再生涤纶短纤不仅具有涤纶原有的优良性能，如强度高、耐磨性好等，还因其再生利用的特性，成为纺 织行业推动绿色发展的重要材料。近年来，我国政府出台多项政策，积极推动再生涤纶短纤发展，如 2022年4月，国家发展改革委、商务部、工业和信息化部发布的《关于加快推进废旧纺织品循环利用 ...

格隆汇8月1日｜军工股盘中拉升，其中，瑞可达20CM涨停，观想科技涨超13%，华鹏飞涨超10%，展 鹏科技、凯恩股份10CM涨停，凤形股份逼近涨停，西菱动力、震有科技、新光光电涨超8%，际华集团 涨超7%，国义招标、通裕重工、山河智能涨超6%，长城军工、凌云股份、品高股份、科思科技涨超 5%。 ...

Core Viewpoint - The defense and military industry sector is experiencing fluctuations, with the ETF (512810) showing signs of strong buying interest despite recent volatility [1][4]. Group 1: Market Performance - On August 1, the defense and military ETF (512810) initially dropped by 2% but later rebounded, currently down by 1.31% [1]. - The ETF has seen a continuous net subscription of 99.35 million yuan over the past four trading days, indicating strong buying momentum [1]. - The ETF is currently trading at a price of 0.678, with a trading volume of 759 [2]. Group 2: Sector Analysis - The defense and military sector is believed to be in a state with significant upward potential and limited downside risk, according to Zhonghang Securities [3]. - The sector is expected to benefit from several catalysts, including the military's "14th Five-Year Plan" entering a critical delivery phase, potential breakthroughs in military trade, and a rebound in net profits for some military stocks [5]. Group 3: Investment Opportunities - The ETF (512810) covers a wide range of themes, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion [6]. - The investment threshold for the ETF has been halved due to a share split in June, making it more accessible for investors [7].

Group 1 - The company forecasts a net profit attributable to the parent company of between -80 million and -60 million yuan for the current period [1] - The expected net profit attributable to the parent company, excluding non-recurring gains and losses, is projected to be between -150 million and -130 million yuan for the first half of 2025 [1] - The previous year's performance showed a total profit of -7.938 million yuan and a net profit attributable to the parent company of -18.8284 million yuan [1] Group 2 - The decline in performance is primarily due to a significant reduction in product orders from key customers, leading to a substantial decrease in operating revenue [1] - Insufficient capacity utilization due to reduced order income has resulted in high fixed costs and a decline in gross profit [1] - The company assures that there are no major uncertainties affecting the accuracy of this performance forecast beyond the mentioned factors [1]

证券代码：601718 证券简称：际华集团 公告编号：临 2025-036 际华集团股份有限公司 2025 年半年度业绩预告 重要内容提示： 1.本期业绩预告适用于"净利润为负值"的情形。 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。 3.本次业绩预告未经注册会计师审计。 2.际华集团股份有限公司（以下简称"公司""上市公司"）预计 2025 年半年度 实现归属于母公司所有者的净利润为-8,000 万元至-6,000 万元，预计 2025 年半年度 实现归属于母公司所有者扣除非经常性损益后的净利润为-15,000万元至-13,000 万元。 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。 （二）业绩预告情况 1.经公司财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的净利 润为-8,000 万元至-6,000 万元。 2. 预计 2025 年半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 为-15,000 万元至-13,000 万元。 特此 ...

际华集团（601718）公告，预计2025年半年度实现归属于母公司所有者的净利润为-8000万元至-6000万 元，预计2025年半年度实现归属于母公司所有者扣除非经常性损益后的净利润为-1.5亿元至-1.3亿元。 主要原因是重点客户上半年产品订单减少，导致营业收入降幅较大；因订单收入减少带来的产能利用不 足，固定费用较高，毛利额下降影响了利润。 ...

Group 1 - The defense and military industry sector is experiencing adjustments, with the defense military ETF (512810) showing fluctuations, including a drop of over 1% before narrowing its losses [1] - The ETF has seen significant inflows, with over 1.68 billion yuan invested in the past 10 days, indicating strong bullish sentiment despite recent declines [1] - Among the 80 constituent stocks of the ETF, most have declined, with notable drops including Changcheng Military Industry down nearly 7% and Guorui Technology down over 3% [1] Group 2 - Analysts suggest that the upcoming mid-year report season may bring uncertainty regarding the performance of previously high-profile stocks, leading to potential short-term differentiation [3] - Huafu Securities maintains a bullish outlook on the sector, while Zhonghang Securities believes the defense military industry is in a state with ample upward potential and limited downside risk [3] - Zhejiang Merchants Securities highlights three main investment themes for the defense military sector by 2025: military trade, new domains and qualities, and restructuring [3] Group 3 - The defense military ETF (512810) has undergone a share split, reducing the trading threshold from approximately 120 yuan to around 60 yuan, making it more accessible for investors [4]

Group 1 - The brain-computer interface concept sector rose by 0.74%, ranking 8th among concept sectors, with 17 stocks increasing in value [1] - Leading gainers in the sector included Jihua Group, Entropy Technology, and Beiyikang, which rose by 7.59%, 5.92%, and 4.33% respectively [1] - The sector experienced a net inflow of 366 million yuan, with 18 stocks receiving net inflows, and 12 stocks seeing inflows exceeding 10 million yuan [1][2] Group 2 - Jihua Group had the highest net inflow of 331 million yuan, followed by Innovative Medical, Chengyitong, and Zhongke Information with net inflows of 162 million yuan, 77.97 million yuan, and 36.04 million yuan respectively [1][2] - The net inflow ratios for Jihua Group, Chengyitong, and Zhongke Information were 13.23%, 10.52%, and 8.87% respectively [2] - The trading volume and turnover rates for leading stocks in the sector were significant, with Jihua Group showing a turnover rate of 13.84% [2][3]

Group 1 - The stock of Jihua Group has experienced a significant increase, with 4 out of 6 trading days resulting in a trading limit up, leading to a cumulative increase of 29.63% and a turnover rate of 47.39% [2] - As of 9:50 AM, the stock's trading volume reached 322 million shares, with a transaction amount of 1.317 billion yuan, and a turnover rate of 7.33% [2] - The latest total market capitalization of the stock in A-shares is 18.445 billion yuan [2] Group 2 - The margin trading data shows that as of July 3, the stock's margin balance is 549 million yuan, with a financing balance of 547 million yuan, which increased by 30.35 million yuan from the previous trading day, reflecting a growth of 5.88% [2] - Over the past 6 days, the margin balance has cumulatively increased by 2.5167 million yuan, representing a growth of 0.46% [2] - The stock has appeared on the Dragon and Tiger list twice due to significant price deviations, with a cumulative deviation of 20% over three trading days and a daily deviation of 7% [2] Group 3 - The company's Q1 report indicates a total operating revenue of 1.631 billion yuan, a year-on-year decrease of 37.35%, while net profit reached 7.3961 million yuan, showing a year-on-year increase of 128.02% [2] - Recent stock performance data shows fluctuations in daily price changes and turnover rates, with notable increases on June 27 (9.88%) and June 30 (10.11%) [2] - The stock has seen significant net inflows from major funds, with a net buy of 71.1948 million yuan from the Shanghai Stock Connect [2]