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成本趋稳叠加内外需同步改善,化学纤维行业迎来基本面持续向好,政策赋能产业升级,龙头企业有望受益
Xin Lang Cai Jing· 2026-02-11 10:16
Group 1 - Huafeng Chemical (002064) is a global leader in the spandex industry, with strong technical advantages in differentiated spandex and early investments in bio-based and recycled spandex, benefiting from the growing demand for green fibers [2][34] - Tongkun Co., Ltd. (601233) is a domestic leader in the polyester filament industry, with strong technical and capacity advantages in differentiated and high-end products, and is expected to benefit from the recovery of downstream textile demand and policies promoting recycled fibers [3][35] - New Fengming (603225) is a core player in the polyester filament industry, with a strong position in differentiated and high-end products, and is well-positioned to benefit from the recovery of textile demand and the promotion of recycled fibers [4][36] Group 2 - Shuangxin Environmental Protection (001369) is a core enterprise in the PVA industry, with strong technical and capacity advantages, and is expanding into biodegradable and bio-based materials, expected to benefit from the growing demand for biodegradable materials [5][38] - Tianfulong (603406) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [6][39] - Wanwei High-tech (600063) is a leading company in the PVA industry, with strong technical advantages and is expanding into biodegradable materials, expected to benefit from the growing demand for biodegradable materials [7][40] Group 3 - Xinxiang Chemical Fiber (000949) is a core enterprise in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [8][41] - Taihe New Materials (002254) is a leader in the aramid industry, with strong technical advantages and is expanding into high-performance and bio-based aramid, expected to benefit from the growth in high-end fields [9][42] - Jilin Chemical Fiber (000420) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into high-performance carbon fiber, expected to benefit from the growth in aerospace and new energy sectors [10][44] Group 4 - Sanfangxiang (600370) is a core enterprise in the PTA industry, with strong technical advantages and is expanding into recycled PTA and bio-based PTA, expected to benefit from the recovery of textile demand [11][45] - Shenma Co., Ltd. (600810) is a leader in the nylon 66 industry, with strong technical advantages and is expanding into high-performance and recycled nylon, expected to benefit from the growth in automotive and industrial fabric demand [12][46] - Hailide (002206) is a leader in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [13][47] Group 5 - Youfu Co., Ltd. (002427) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [14][48] - Huaxi Co., Ltd. (000936) is a core enterprise in the polyester staple fiber industry, with strong technical advantages and is expanding into recycled and bio-based polyester, expected to benefit from the recovery of textile demand [15][49] - Baolidi (300905) is a leader in the chemical fiber color masterbatch industry, with strong technical advantages and is expanding into biodegradable color masterbatches, expected to benefit from the green transformation of the chemical fiber industry [16][51] Group 6 - Nanjing Chemical Fiber (600889) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [17][52] - Haiyang Technology (603382) is a core enterprise in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [18][53]
天富龙:目前公司再生有色涤纶短纤维应用领域广泛
Zheng Quan Ri Bao Wang· 2026-02-04 12:12
Group 1 - The company Tianfu Long (603406) has a wide application for its recycled colored polyester short fibers, primarily in automotive interiors, flooring materials, household textiles, construction engineering, and footwear materials [1] - The company's differentiated composite fiber products are mainly used in household textiles, automotive interiors, construction engineering, footwear materials, healthcare, and filtration materials [1]
天富龙:2025年前三季度利润分配是为更好地与投资者共享经营成果
Zheng Quan Ri Bao· 2026-02-04 11:44
证券日报网讯 2月4日,天富龙在互动平台回答投资者提问时表示,公司2025年前三季度利润分配是为 更好地与投资者共享经营成果,切实增强投资者的获得感,进一步提升公司的投资价值,在公司在确保 持续稳健运营的前提下进行的,分配方案充分考虑了公司的实际经营情况和未来资金需求等各项因素。 (文章来源:证券日报) ...
天富龙:公司将持续提升经营质量与长期价值
Zheng Quan Ri Bao· 2026-02-04 11:44
证券日报网讯 2月4日,天富龙在互动平台回答投资者提问时表示,股价受宏观、市场情绪等多因素影 响,公司高度重视投资者关切。公司将持续提升经营质量与长期价值,依法合规做好信息披露与投资者 沟通。 (文章来源:证券日报) ...
天富龙:公司再生有色涤纶短纤维主要应用于汽车内饰、铺地材料、家用纺织等领域
Jin Rong Jie· 2026-02-04 07:56
Group 1 - The company, Tianfulong, has a wide application for its recycled colored polyester short fibers, primarily in automotive interiors, flooring materials, home textiles, construction engineering, and shoe and clothing materials [1] - The company's differentiated composite fiber products are mainly used in home textiles, automotive interiors, construction engineering, shoe and clothing materials, health care, and filtration materials [1] - The company appreciates investor interest and engagement regarding its product applications and revenue contributions [1]
扬州天富龙集团股份有限公司关于首次公开发行网下配售限售股上市流通公告
登录新浪财经APP 搜索【信披】查看更多考评等级 扬州天富龙集团股份有限公司 一、本次限售股上市类型 根据中国证券监督管理委员会《关于同意扬州天富龙集团股份有限公司首次公开发行股票注册的批复》 (证监许可[2025]1139号),并经上海证券交易所(以下简称"上交所")同意,公司首次向社会公开发 行人民币普通股(A股)40,010,000股,并于2025年8月8日在上海证券交易所主板上市,发行完成后总 股本为400,010,000股,其中有限售条件流通股364,470,102股,无限售条件流通股35,539,898股。 证券代码:603406 证券简称:天富龙 公告编号:2026-001 关于首次公开发行网下配售限售股上市流通公告 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、准确性和完整性依法承担法律责任。 重要内容提示: ● 本次股票上市类型为首发股份;股票认购方式为网下,上市股数为1,122,645股。 本次股票上市流通总数为1,122,645股。 ● 本次股票上市流通日期为2026年2月9日。 本次解除限售并上市流通的限售股为公司首次公开发行网下 ...
天富龙:约112.26万股限售股2月9日解禁
Mei Ri Jing Ji Xin Wen· 2026-02-02 10:16
(记者 王晓波) 每经头条(nbdtoutiao)——曾卖劳斯莱斯、保时捷等豪车,汽车销售巨头宝利德如今破产清算:杭州 总部已人去楼空,义乌子公司贴上了封条 每经AI快讯,天富龙2月2日晚间发布公告称,公司限售股份约112.26万股将于2026年2月9日解禁并上市 流通,占公司总股本比例为0.28%。 ...
天富龙(603406) - 关于首次公开发行网下配售限售股上市流通公告
2026-02-02 10:16
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、准确性和完整性依法承担法律责任。 证券代码:603406 证券简称:天富龙 公告编号:2026-001 扬州天富龙集团股份有限公司 关于首次公开发行网下配售限售股上市流通公告 重要内容提示: 本次股票上市类型为 首发 股份;股票认购方式为 网下 ,上市股数为 1,122,645股。 本次股票上市流通总数为1,122,645股。 本次股票上市流通日期为2026 年 2 月 9 日。 一、本次限售股上市类型 根据中国证券监督管理委员会《关于同意扬州天富龙集团股份有限公司首次 公开发行股票注册的批复》(证监许可[2025]1139 号),并经上海证券交易所(以下 简称"上交所")同意,公司首次向社会公开发行人民币普通股(A 股)40,010,000 股,并于 2025 年 8 月 8 日在上海证券交易所主板上市,发行完成后总股本为 400,010,000 股,其中有限售条件流通股 364,470,102 股,无限售条件流通股 35,539,898 股。 本次解除限售并上市流通的限售股为公司首次公开发行网下发行采用比 ...
天富龙(603406) - 中信建投证券股份有限公司关于扬州天富龙集团股份有限公司首次公开发行网下配售限售股上市流通的核查意见
2026-02-02 10:15
首次公开发行网下配售限售股上市流通的核查意见 中信建投证券股份有限公司(以下简称"中信建投证券"或"保荐机构") 作为扬州天富龙集团股份有限公司(以下简称"天富龙"或"公司")首次公开 发行股票并在主板上市的保荐机构,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》等相关规定,对天富龙首次公开发行网下配售限售股上市流通的事 项进行了认真、审慎核查,具体核查情况如下: 中信建投证券股份有限公司 关于扬州天富龙集团股份有限公司 一、本次限售股上市类型 根据中国证券监督管理委员会《关于同意扬州天富龙集团股份有限公司首次 公开发行股票注册的批复》(证监许可[2025]1139 号),并经上海证券交易所(以 下简称"上交所")同意,公司首次向社会公开发行人民币普通股(A 股)40,010,000 股,并于 2025 年 8 月 8 日在上海证券交易所主板上市,发行完成后总股本为 400,010,000 股,其中有限售条件流通股 364,470,102 股,无限售条件流通股 35,539,898 股。 本次解除限售并上市流通的限售股为公司首 ...
天富龙1月27日获融资买入515.10万元,融资余额1.00亿元
Xin Lang Cai Jing· 2026-01-28 01:48
Group 1 - Tianfu Long's stock price decreased by 0.17% on January 27, with a trading volume of 95.01 million yuan [1] - On the same day, Tianfu Long had a financing buy-in amount of 5.15 million yuan and a financing repayment of 6.50 million yuan, resulting in a net financing buy of -1.35 million yuan [1][2] - As of January 27, the total financing and securities lending balance for Tianfu Long was 100 million yuan, accounting for 7.03% of its market capitalization [2] Group 2 - Tianfu Long's main business involves the research, production, and sales of differentiated polyester short fibers, with a revenue composition of 64.50% from differentiated composite fibers [2] - For the period from January to September 2025, Tianfu Long reported an operating income of 2.568 billion yuan, a year-on-year decrease of 7.93%, and a net profit attributable to shareholders of 324 million yuan, a slight decrease of 0.20% [2] - The company has distributed a total of 200 million yuan in dividends since its A-share listing [3]