股票简称：苏州龙杰 股票代码：603332 苏州龙杰特种纤维股份有限公司 Suzhou Longjie Special Fiber Co., Ltd. （注册地址：张家港经济开发区（振兴路19号）） 关于苏州龙杰特种纤维股份有限公司 向特定对象发行股票申请文件的 审核问询函的回复报告 保荐机构（主承销商） （注册地址：深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 苏州龙杰特种纤维股份有限公司 审核问询函的回复报告 上海证券交易所： 根据贵所于 2025 年 9 月 26 日出具的《<关于苏州龙杰特种纤维股份有限公 司向特定对象发行股票申请文件的审核问询函>（上证上审再融资）〔2025〕288 号》（以下简称"问询函"）的相关要求，苏州龙杰特种纤维股份有限公司（以 下简称"公司"、"上市公司"、"发行人"或"苏州龙杰"）与国信证券股份有限 公司（以下简称"国信证券"、"保荐人"）、北京市中伦律师事务所（以下简称 "律师"）、公证天业会计师事务所（特殊普通合伙）（以下简称"会计师"、"公 证天业"）等相关方对问询函所列问题进行了核查，对申请材料进行了修改、补 充和说明。现对问询函的落实情况逐条 ...

Core Insights - The special fiber industry is a strategic material essential for aerospace and defense industries, playing a crucial role in promoting emerging industries and achieving low-carbon economic goals. The demand for special fibers is rapidly increasing across key sectors such as aerospace, defense, new energy vehicles, rail transportation, civil engineering, and biomedicine, driving significant growth in the industry [1][8]. Industry Overview - Special fibers are a type of chemical fiber with unique physical and chemical structures, covering categories such as corrosion-resistant, high-temperature resistant, flame-retardant, high-strength, and conductive fibers. Their applications span industrial manufacturing, defense, healthcare, environmental protection, and advanced technology fields [2][5]. Market Growth - The market size of China's special fiber industry has expanded from 23 billion yuan in 2020 to 51.2 billion yuan in 2024, with a compound annual growth rate (CAGR) of 22.15%. This rapid growth enhances the country's ability to supply critical materials independently and supports high-end manufacturing and green transformation [1][8]. Industry Chain - The special fiber industry chain consists of upstream raw materials (including fossil fuels and natural fibers), midstream production and processing (spinning, stretching, heat treatment), and downstream applications (industrial manufacturing, defense, healthcare, and environmental protection) [6][7]. Policy Support - Recent government policies emphasize strengthening key technology research and equipment development in the special fiber sector, promoting the application of carbon fibers in various industries such as new energy and automotive manufacturing [5][6]. Competitive Landscape - The competitive landscape of the special fiber industry is shaped by high technical barriers and a trend towards domestic substitution. Leading companies include Yizheng Chemical Fiber, Weiqiao Group, and Hengli Chemical Fiber, while a second tier includes companies like Lutai Textile and Taihe New Materials [10][11]. Future Trends - Future developments in the special fiber industry will focus on extreme material performance and integrated functionalities, with an emphasis on sustainable practices and smart manufacturing. Innovations will include the use of bio-based raw materials, low-energy production techniques, and the integration of advanced technologies such as AI and big data [13][15][16].

Core Viewpoint - Suzhou Longjie announced that several directors and executives have completed part of their share reduction plan, indicating a potential shift in insider sentiment towards the company's stock [1] Group 1: Share Reduction Details - Director Guan Le reduced holdings by 33,000 shares, accounting for 0.0153% of the total share capital [1] - Executive He Xiaolin reduced holdings by 164,400 shares, representing 0.0760% of the total share capital [1] - Supervisor Ma Dongxian reduced holdings by 3,085 shares, which is 0.0014% of the total share capital [1] - Executive Wang Jianxin did not reduce any shares during this period [1] Group 2: Plan Status - The share reduction plan has reached its deadline, with some individuals not completing their originally intended reduction targets [1]

证券代码：603332 证券简称：苏州龙杰 公告编号：2025-046 苏州龙杰特种纤维股份有限公司 董监高减持股份结果公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 董监高持股的基本情况：本次减持计划实施前，苏州龙杰特种纤维股份有限公司（以下简 称"公司"） 董事及高管关乐持有公司股份 273,000 股，占公司总股本比例为 0.1262%；董事 及高管王建新持有公司股份 564,824 股，占公司总股本比例为 0.2611%；董事及高管何小林持 有公司股份 2,882,880 股，占公司总股本比例为 1.3325%；监事马冬贤持有公司股份 12,740 股， 占公司总股本比例为 0.0059%。 减持计划的实施结果情况：公司于 2025 年 6 月 19 日披露了《董监高减持股份计划公告》 （公告编号：2025-031），截至 2025 年 10 月 8 日，在本次减持计划披露的减持时间区间内， 董事及高管关乐减持公司股份 33,000 股，占公司总股本比例为 0.0153%；董事及高管王建 ...

Summary of Key Points Core Viewpoint - Suzhou Longjie announced the completion of its executive share reduction plan, with several executives reducing their holdings in the company as of October 8, 2025 [1] Executive Share Reductions - Guan Le reduced his holdings by 33,000 shares, representing 0.0153% of the total share capital, at a transaction price of 15.08 yuan per share [1] - He Xiaolin reduced his holdings by 164,400 shares, representing 0.0760% of the total share capital, within a price range of 14.48 to 15.07 yuan per share [1] - Ma Dongxian reduced his holdings by 3,085 shares, representing 0.0014% of the total share capital, within a price range of 14.64 to 15.08 yuan per share [1] - Wang Jianxin did not reduce his holdings during this period [1] - The current share reduction plan is consistent with previous disclosures [1]

苏州龙杰特种纤维股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 证券代码：603332 证券简称：苏州龙杰 公告编号：2025-045 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。 重要内容提示： 基本情况 | 产品名称 | 公司结构性存款 期（编号：JGCK2025186） 2025186 | | --- | --- | | 受托方名称 | 江苏张家港农村商业银行股份有限公司 | | 购买金额 | 万元 6,000 | | 产品期限 | 181 天 | | 产品名称 | 聚赢利率-挂钩中债 年期国债到期收益率区间累计结构性 10 | | --- | --- | | | 存款（SDGA252745V） | | 受托方名称 | 中国民生银行股份有限公司苏州分行 | | 购买金额 | 6,000 万元 | | 产品期限 | 天 98 | | 产品名称 | 公司结构性存款 期（编号：JGCK2025193） 2025193 | | --- | --- | | 受托方名称 | 江苏张家港农村商业银行股份有限公司 | | ...

Group 1 - Suzhou Longjie (603332) has submitted an application for a specific stock issuance, which has been accepted by the Shanghai Stock Exchange [1] - The issuance is expected to raise funds amounting to 100 million yuan [1] - The sponsoring institution for this issuance is Guosen Securities Co., Ltd. [1]

Group 1 - The company, Suzhou Longjie Special Fiber Co., Ltd., has received acceptance from the Shanghai Stock Exchange for its application to issue A-shares to specific investors [1][2] - The application documents submitted by the company were found to be complete and in compliance with legal requirements by the Shanghai Stock Exchange [1] - The issuance of A-shares is subject to approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission, indicating uncertainty regarding the final approval [2] Group 2 - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations as the situation progresses [2] - The announcement was made by the board of directors of Suzhou Longjie Special Fiber Co., Ltd. on September 20, 2025 [4]

Core Viewpoint - Suzhou Longjie has received acceptance from the Shanghai Stock Exchange for its application to issue securities on the main board, indicating progress towards a potential A-share stock issuance [1] Group 1 - The company announced on September 19 that it received a notice from the Shanghai Stock Exchange regarding the acceptance of its application for issuing securities [1] - The application documents were found to be complete and in compliance with legal requirements, leading to the decision to accept the application for review [1] - The issuance of A-shares is contingent upon approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission, highlighting the uncertainty of final approval [1]

证券代码：603332 证券简称：苏州龙杰 公告编号：2025-044 公司本次向特定对象发行 A 股股票事项尚需经上交所审核通过，并获得中 国证券监督管理委员会（以下简称"中国证监会"）做出同意注册的决定后方可实 施，最终能否通过上交所审核并获得中国证监会同意注册的决定尚存在不确定性。 公司将根据事项的进展情况，按照相关法律法规要求及时履行信息披露义务，敬 请广大投资者注意投资风险。 特此公告。 苏州龙杰特种纤维股份有限公司董事会 2025 年 09 月 20 日 苏州龙杰特种纤维股份有限公司 向特定对象发行 A 股股票申请 获得上海证券交易所受理的公告 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。 苏州龙杰特种纤维股份有限公司（以下简称"公司"）于 2025 年 09 月 19 日 收到上海证券交易所（以下简称"上交所"）出具的《关于受理苏州龙杰特种纤维 股份有限公司沪市主板上市公司发行证券申请的通知》（上证上审（再融资）〔2025〕 275 号），上交所依据相关规定对你公司报送的沪市主板上市公司发行证券的募 集说 ...