Group 1 - The chemical fiber sector experienced a slight increase of 0.11% on January 7, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Notable gainers in the chemical fiber sector included Jilin Qigu, which rose by 5.63% to a closing price of 18.02, and Taihe New Materials, which increased by 4.46% to 11.71 [1] Group 2 - The chemical fiber sector saw a net outflow of 214 million yuan from main funds, while retail funds had a net inflow of 25.27 million yuan [2] - The trading volume for Jilin Qigu was 281,000 shares, with a transaction value of 497 million yuan, indicating strong investor interest [1][2] - The overall market sentiment reflected mixed performances, with some stocks like Sanfangxiang and Haiyang Technology experiencing declines of 6.20% and 4.10%, respectively [2] Group 3 - Main fund inflows were observed in stocks like Xinxiang Chemical Fiber, which had a net inflow of 36.42 million yuan, and Nanjing Chemical Fiber with 16.69 million yuan [3] - Retail investors showed a negative sentiment towards several stocks, with significant outflows from Xinxiang Chemical Fiber and Nanjing Chemical Fiber, indicating potential concerns among smaller investors [3] - The overall trading dynamics suggest a cautious approach among investors, with main funds favoring certain stocks while retail investors exhibited mixed reactions [3]

Core Viewpoint - The demand for active ink in China's market is increasing due to the growth in downstream applications, innovations in digital inkjet printing technology, and stricter environmental policies promoting sustainable alternatives to traditional dyes [1][7]. Industry Overview - The active ink industry in China has seen a rise in consumption from 1,400 tons in 2015 to an expected 8,100 tons by 2024, indicating a stable growth trend [1][7]. - Active ink is primarily used in digital inkjet printing, which includes dye-based and coating inks, with active dye ink being a significant component due to its superior performance [3][4]. Industry Chain - The upstream of the active ink industry includes raw materials such as active dyes, surfactants, and deionized water, while the midstream involves the manufacturing of active ink products, and the downstream focuses on applications in textiles and printing [4][5]. Competitive Landscape - The high-end market for active ink is dominated by companies from Europe, the United States, Japan, and South Korea, while China's industry is characterized by smaller firms with varying capabilities, although some strong domestic manufacturers are emerging [8]. Related Companies - Key players in the active ink market include Blue Universe Co., Ltd., Honghua Digital Technology Co., Ltd., and Zhejiang Longsheng Group, among others, which are involved in the research, production, and sales of digital printing inks [9][10]. Development Trends - The active ink industry is expected to expand beyond textile printing into flexible electronics and smart packaging, with a focus on multifunctionality and environmental sustainability [12][13].

Group 1 - The core viewpoint of the news is that Zhejiang Caidi Industrial Co., Ltd. has shown a slight increase in stock price, indicating positive market sentiment towards the company [1] - As of the report date, the stock price of Caidi Industrial is 19.04 CNY per share, with a market capitalization of 2.209 billion CNY and a trading volume of 11.517 million CNY [1] - The company's main business segments include polyester fabrics (58.03% of revenue), commissioned dyeing and finishing (17.71%), seamless garments (15.78%), and others (6.26%), with polyester filaments contributing 2.22% [1] Group 2 - Among the top circulating shareholders of Caidi Industrial, a fund under Jianxin Fund ranks as a significant stakeholder, holding 365,000 shares, which is 0.72% of the circulating shares [2] - Jianxin Flexible Allocation Mixed A Fund (000270) has achieved a year-to-date return of 58.35% and a one-year return of 53.09%, ranking 778 out of 8087 and 864 out of 8085 respectively [2] - The fund manager, Ye Letian, has a tenure of approximately 13 years and has achieved a best fund return of 328.03% during his management period [3]

Core Viewpoint - Zhejiang Caidiye Industrial Co., Ltd. has announced a delay in the completion date of its fundraising project, specifically the "Annual Production of 62,000 Tons of High-end Functional Green Environmental Protection Textile Fabric Technological Transformation and Relocation Project," which is now expected to be completed by the end of March 2026 [1][5]. Fundraising Overview - The company raised a total of RMB 575.65 million by issuing 29 million shares at a price of RMB 19.85 per share, with a net amount of RMB 496.35 million after deducting underwriting and other fees [1][42]. - The funds are stored in a dedicated account, and the company has signed a tripartite supervision agreement with its sponsor and the bank [1][43]. Fundraising Project Details - The project aims to improve product structure and increase profitability by adjusting the processing of 5,500 tons of polyester/spandex fabric to 5,500 tons of nylon/spandex fabric [2][5]. - The project completion date was initially set for December 2025 but has been postponed to March 2026 due to construction delays [5][6]. Delay Reasons - The delay is attributed to the need for reconstruction of the dyeing workshop to meet industrial building requirements, which has been impacted by objective factors leading to a delay of approximately one to two months [6]. - The company emphasizes that the delay does not change the project’s implementation subject, fundraising purpose, or investment scale [9]. Measures for Timely Completion - The company will enhance supervision of the project’s construction progress and optimize resource allocation to ensure the project is completed on time [7]. Impact of Delay - The delay is considered a prudent decision based on the project's actual situation and is not expected to adversely affect the company's normal operations or the substantive progress of the project [9]. Board Meeting and Approval - The board of directors approved the delay in a meeting held on December 24, 2025, and the sponsor provided a clear verification opinion on the matter [10][15].

国信证券股份有限公司 关于浙江彩蝶实业股份有限公司 募集资金投资项目延期的核查意见 国信证券股份有限公司(以下简称"国信证券"或"保荐机构")作为浙江 彩蝶实业股份有限公司(以下简称"彩蝶实业"或"公司")首次公开发行 A 股 股票的保荐机构,根据《证券发行上市保荐业务管理办法》《上海证券交易所股 票上市规则》《上海证券交易所上市公司自律监管指引第 1 号 -- 规范运作》《上 海证券交易所上市公司自律监管指引第 11 号——持续督导》等相关法律、法规 和规范性文件的规定,就彩蝶实业募集资金投资项目延期发表核查意见如下: 一、募集资金基本情况 经中国证券监督管理委员会《关于核准浙江彩蝶实业股份有限公司首次公开 发行股票的批复》(证监许可[2023]82 号)核准,公司首次公开发行股票数量为 2,900 万股,每股面值人民币 1.00元,发行价格为每股人民币 19.85元,共计募 集资金 575.650,000.00元,坐扣承销和保荐费用(不含增值税)49.090,000.00元 后的募集资金为 526,560,000.00 元,另减除律师费、审计费、法定信息披露等其 他发行费用(不含增值税)30,210,00 ...

证券代码：603073 证券简称：彩蝶实业 公告编号：2025-040 浙江彩蝶实业股份有限公司 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。 浙江彩蝶实业股份有限公司（以下简称"公司"）于2025年12月24日召开第三 届董事会第五次会议，审议通过了《关于募投项目延期的议案》，同意公司将首次 公开发行募集资金投资项目（以下简称"募投项目"）"年产62,000吨高档功能性 绿色环保纺织面料技改搬迁项目"达到预定可使用状态日期延期至2026年3月底。上 述事项在公司董事会审批权限范围内，无需提交公司股东会审议。保荐机构国信证 券股份有限公司对上述事项出具了明确的核查意见。现将相关情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于核准浙江彩蝶实业股份有限公司首次公开 发行股票的批复》（证监许可〔2023〕82号），本公司由主承销商国信证券股份有 限公司采用网下向符合条件的投资者询价配售和网上向持有上海市场非限售A股股 份和非限售存托凭证一定市值的社会公众投资者定价发行相结合的方式，向社会公 众公开发行人民币普 ...

证券代码：603073 证券简称：彩蝶实业 公告编号：2025-042 浙江彩蝶实业股份有限公司 关于注销募集资金专户及投资产品专用结算账户的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准浙江彩蝶实业股份有限公司首次公开发 行股票的批复》（证监许可[2023]82 号）核准，浙江彩蝶实业股份有限公司（以下简 称"公司"）首次公开发行股票数量为 2,900 万股，每股面值人民币 1.00 元，发行 价格为每股人民币 19.85 元，共计募集资金 575,650,000.00 元，坐扣承销和保荐费 用（不含增值税）49,090,000.00 元后的募集资金为 526,560,000.00 元，另减除律 师费、审计费、法定信息披露等其他发行费用（不含增值税）30,210,007.54 元后， 公司本次募集资金净额为 496,349,992.46 元。上述募集资金到位情况业经天健会计 师事务所（特殊普通合伙）验证，并由其出具《验资报告》（天健验〔2023〕83 号）。 ...

证券代码：603073 证券简称：彩蝶实业 公告编号：2025-043 浙江彩蝶实业股份有限公司 关于使用闲置自有资金进行现金管理的进展公告 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。 已履行及拟履行的审议程序 浙江彩蝶实业股份有限公司（以下简称"公司"）分别于 2025 年 4 月 25 日 召开了第二届董事会第十四次会议及第二届监事会第十二次会议，于 2025 年 5 月 19 日召开了 2024 年年度股东大会，审议通过了《关于使用闲置自有资金进行 现金管理的议案》，同意公司使用总额不超过 60,000.00 万元人民币的闲置自有 资金进行现金管理，使用期限自公司 2024 年年度股东大会审议通过之日起 12 个月内有效，在上述额度及有效期内，资金可循环滚动使用。 特别风险提示 公司购买的理财产品为风险可控、流动性好的理财产品，但仍不排除因市场 波动、宏观金融政策变化等原因引起的影响收益的情况。敬请广大投资者谨慎决 策，注意防范投资风险。 一、投资情况概述 （一）投资目的 为充分合理利用公司暂时闲置的自有资金，提高自 ...

证券代码：603073 证券简称：彩蝶实业 公告编号：2025-041 浙江彩蝶实业股份有限公司 关于"提质增效重回报"行动方案的公告 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。 为深入贯彻党的二十大和中央金融工作会议精神，落实国务院《关于进一步 提高上市公司质量的意见》要求，积极响应上海证券交易所《关于开展沪市公司 "提质增效重回报"专项行动的倡议》，深刻践行以投资者为本的发展理念，切 实维护广大投资者合法权益，持续推进公司高质量发展与投资价值提升，浙江彩 蝶实业股份有限公司（以下简称"公司"）结合当前经营实际与中长期发展战略， 制定了《"提质增效重回报"行动方案》。本方案已经公司第三届董事会第五次会 议审议通过，具体内容如下： 一、专注主业经营，持续优化产品结构与资产质量 公司专注于涤纶面料、无缝成衣和涤纶长丝的研发、生产和销售及染整受托 加工业务，主要产品为涤纶面料、无缝成衣和涤纶长丝，主要服务为染整受托加 工。 公司始终把"创新、优质、诚信、服务"作为企业宗旨，多年来在产品研发 和技术研发上大力投入。公司的研发团队 ...

证券代码：603073 证券简称：彩蝶实业 公告编号：2025-039 （一）审议通过《关于募投项目延期的议案》 议案内容：详见《浙江彩蝶实业股份有限公司关于募投项目延期的公告》。 表决结果：同意 7 票、反对 0 票、弃权 0 票，表决通过。 （二）审议通过《关于"提质增效重回报"行动方案的议案》 议案内容：详见《浙江彩蝶实业股份有限公司关于"提质增效重回报"行动 方案的公告》。 浙江彩蝶实业股份有限公司 第三届董事会第五次会议决议公告 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、董事会会议召开情况 浙江彩蝶实业股份有限公司（以下简称"公司"）第三届董事会第五次会议 于 2025 年 12 月 24 日在公司 1 楼会议室（一）以现场结合通讯的方式召开。本 次会议通知于 2025 年 12 月 19 日以通讯方式送达各位董事，会议应出席董事 7 人，实际出席董事 7 人。会议由董事长施屹先生主持，公司高级管理人员列席了 本次会议。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》《中 华人民共和国证券法》《浙 ...