证券日报网1月8日讯 ，台华新材（603055）在接受调研者提问时表示，公司"台21转债"存续期至2027 年12月28日，股价短期受多种因素影响，长期来说，股价反映公司经营业绩和内在价值，公司对长期发 展充满信心。在可转债存续期间，公司将持续做好经营管理工作，增强企业核心竞争力，努力实现更好 的业绩回报投资者。后续是否下修转股价，公司将根据外部宏观市场环境、股价走势及公司的基本情况 等因素综合考虑，通过董事会决议后及时披露。 ...

Core Viewpoint - The company focuses on customer and market demand, emphasizing differentiated, functional, and sustainable development in its operations [1] Group 1: Product Development - The company is committed to developing and promoting differentiated products such as Nylon 66, recycled nylon, and functional nylon to enhance product competitiveness [1] - Nylon 66 is a key business segment for the company, offering superior performance compared to conventional nylon materials, resulting in higher product added value, price, and gross margin [1] Group 2: Sales Performance - The sales volume of Nylon 66 has been continuously increasing in recent years, contributing positively to the company's operating performance [1] Group 3: Sustainability Initiatives - The company's recycled nylon aligns with policy encouragement and the sustainable development concepts of downstream brands, achieving large-scale and efficient recycling of nylon fibers [1] - The company has established deep collaborations with numerous domestic and international brands in the sustainable development space [1]

证券日报网1月8日讯，台华新材（603055）在接受调研者提问时表示，公司积极响应"反内卷"倡 议，"反内卷"有助于优化市场竞争环境，避免企业间过度内耗，促进资源合理配置。从长远来看，"反 内卷"促使企业更加注重产品、品牌、技术、管理，有利于提升锦纶行业整体竞争力，推动锦纶产业高 质量发展。 ...

Core Viewpoint - Taihua New Materials (603055) has disclosed its nylon filament production capacity across different production bases, indicating a total designed capacity of 345,000 tons [1] Group 1: Production Capacity - The production capacity of the nylon filament at the Jiaxing base in Zhejiang is 185,000 tons [1] - The Huai'an base in Jiangsu has two nylon filament projects: one with an annual production capacity of 100,000 tons for regenerated differentiated nylon filament and another with a capacity of 60,000 tons for PA66 differentiated nylon filament [1] - The total designed production capacity for nylon filament across all bases is 345,000 tons [1]

Market Overview - The Shanghai Composite Index closed at 4083.67 points, above the six-month moving average, with an increase of 1.50% [1] - The total trading volume of A-shares reached 33,301.51 million yuan [1] Stocks Above Six-Month Moving Average - A total of 244 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Hanxin Technology: 25.26% - Qiangli New Materials: 13.64% - Tianli Technology: 11.68% [1] Stocks with Minor Deviation Rates - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Future Electric - ST Langyuan - Guojin Securities [1] Top Performing Stocks - The top stocks with the highest deviation rates and their respective performance metrics are: - Hanxin Technology: 29.99% increase, 25.42% turnover rate, latest price 48.89 yuan - Qiangli New Materials: 15.84% increase, 36.12% turnover rate, latest price 15.80 yuan - Tianli Technology: 20.01% increase, 19.26% turnover rate, latest price 32.21 yuan [1] Additional Notable Stocks - Other notable stocks with significant performance include: - Tonghuashun: 12.01% increase, 8.84% turnover rate, latest price 372.00 yuan - Binhu Chemical: 9.95% increase, 5.78% turnover rate, latest price 4.75 yuan - AVIC Xi'an: 10.00% increase, 4.45% turnover rate, latest price 28.48 yuan [1]

Core Viewpoint - The stock of Taihua New Materials has shown a slight increase, with a current price of 9.44 CNY per share and a market capitalization of 8.404 billion CNY, despite a decline in revenue and net profit year-on-year [1][2]. Financial Performance - For the period from January to September 2025, Taihua New Materials reported a revenue of 4.703 billion CNY, representing a year-on-year decrease of 9.29% [2]. - The net profit attributable to shareholders for the same period was 419 million CNY, which is a 32.30% decrease compared to the previous year [2]. Stock Market Activity - As of January 6, 2025, the stock price of Taihua New Materials increased by 2.05%, with a trading volume of 58.0378 million CNY and a turnover rate of 0.70% [1]. - The stock has shown a 4.08% increase over the last five trading days and a 4.77% increase over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Taihua New Materials was 17,400, a decrease of 9.00% from the previous period [2]. - The average number of circulating shares per shareholder increased by 10.07% to 51,105 shares [2]. Dividend Distribution - Since its A-share listing, Taihua New Materials has distributed a total of 933 million CNY in dividends, with 453 million CNY distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included the China Europe Era Pioneer Stock A, which held 4.3376 million shares, a decrease of 2.2474 million shares from the previous period [3]. - Other funds such as China Europe New Trend Mixed A and China Europe New Blue Chip Mixed A have also seen reductions in their holdings [3].

| 证券代码：603055 | 证券简称：台华新材 | | 公告编号：2026-001 | | --- | --- | --- | --- | | 债券代码：113638 | 债券简称：台 21 | 转债 | | 本公司及董事会全体成员保证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、准确和完整承担个别及连带责任。 重要内容提示： 累计转股情况： 截至 2025 年 12 月 31 日，累计共有 263,000 元"台 21 转债"已转换为公司 股票，累计转股数为 15,763 股，占其转股前公司总股本的 0.0018%。 未转股可转债情况： 截至 2025 年 12 月 31 日，尚未转股的"台 21 转债"金额为 599,737,000 元，占其发行总量的 99.96%。 本季度转股情况： 本季度（即自 2025 年 10 月 1 日至 2025 年 12 月 31 日期间）"台 21 转债" 转股金额为 8,000 元，因转股形成的股份数量为 494 股。 浙江台华新材料集团股份有限公司 可转债转股结果暨股份变动公告 二、可转债本次转股情况 本季度（即自 2025 年 10 月 ...

（文章来源：证券日报） 证券日报网讯 12月29日，台华新材在互动平台回答投资者提问时表示，公司自成立以来，始终聚焦主 营业务发展，深耕锦纶产业链。 ...

Investment Rating - The industry investment rating is maintained at "Overweight" [3] Core Views - The report highlights the opportunity in the paper sector due to the recent appreciation of the RMB against the USD, which enhances domestic purchasing power and reduces costs for imported raw materials like wood pulp [5][6] - The report suggests focusing on companies with high wood pulp procurement costs, such as Zhongshun Jierou, and recommends Sun Paper for its integrated advantages in cultural paper production [5][6] - The report also emphasizes the potential for improved profitability in Q4 due to stabilized and rising pulp prices, alongside the release of new production capacity [5][6] Summary by Relevant Sections Industry Overview - The light industry sector includes 167 listed companies with a total market value of 1,204.38 billion CNY and a circulating market value of 954.25 billion CNY [1] Market Performance - For the week of December 22-26, 2025, the Shanghai Composite Index rose by 1.88%, while the Shenzhen Component Index increased by 3.53%. The light industry index gained 1.69%, ranking 16th among 28 Shenwan industries [10] - The paper sector saw a weekly increase of 4.47%, while the textile and apparel index rose by 2.86% [10] Key Company Recommendations - Sun Paper: Buy rating with projected EPS growth from 1.10 CNY in 2023 to 1.48 CNY in 2027, with a PE ratio decreasing from 14.25 to 10.60 [3] - Baiya Co.: Buy rating with projected EPS growth from 0.54 CNY in 2023 to 1.28 CNY in 2027, with a PE ratio decreasing from 38.94 to 16.49 [3] - Huali Group: Buy rating with projected EPS growth from 2.74 CNY in 2023 to 3.97 CNY in 2027, with a PE ratio decreasing from 19.24 to 13.27 [3] Raw Material Price Trends - The report notes fluctuations in raw material prices, with MDI and TDI prices decreasing, while cotton prices have shown an upward trend [18][22] - The average price of wood pulp and various paper products is tracked, indicating a mixed performance with some prices stabilizing and others showing slight increases [42] Housing Market Data - The report highlights a significant decline in property sales, with a 39.1% year-on-year decrease in transactions among major cities [31] - Cumulative property sales area from January to November 2025 shows a 7.8% decline year-on-year [59] Consumer Goods and AI Applications - The report discusses the potential of AI applications in consumer goods, particularly in the context of new product launches and market expansion opportunities [6] Conclusion - The report emphasizes the importance of monitoring the paper sector due to favorable currency movements and suggests specific companies for investment based on their cost structures and market positions [5][6]

证券代码：603055 证券简称：台华新材 公告编号：2025-097 浙江台华新材料集团股份有限公司 关于对外担保进展的公告 担保对象及基本情况 | | | 被担保人名称 | 本次担保金额 | 实际为其提供的 | | 是否在前 | 本次担保 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 担保余额（不含 | | 期预计额 | 是否有反 | | | | | | 本次担保金额） | | 度内 | 担保 | | TH | NEW PTE.LTD. | MATERIAL (SINGAPORE) | 49,000.00 | 万元 0.00 | 万元 | 是 | 否 | 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 子公司对外担保总额（万元） | 526,698.11 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 104.20 | | | □担保金额（含本次）超过上市公司最近一期经 审计净资产 50% | | | ☑对外担保总额（含本次）超过上 ...