Jilin Joinature Polymer (688716)
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PEEK:下一个万亿级风口的核心材料,国产替代迎来黄金十年(附报告与投资逻辑)
材料汇· 2026-01-26 15:08
点击 最 下方 "在看"和" "并分享,"关注"材料汇 添加 小编微信 ,遇见 志同道合 的你 正文 核心观点 PEEK性能优异,下游发展+应用拓展推升需求。 PEEK作为轻量化材料在机械性能、物理性能、耐热性、耐腐蚀、电性能、生物相容性等方面表现出色,综合性能优异, 位居特种工程塑料金字塔顶端 。 经过四十多年发展, PEEK已广泛应用于汽车、电子电气、工业制造、航空航天、医疗等领域 。同时, PEEK在新能源、低空、机器人等新兴产业展现巨大潜力 , 据测算100万台人形机器人可拉动约1万吨PEEK需求,有望打开成长空间。 2024年全球PEEK消费量约1万吨,同比增长13.8%, 据预测2027年全球市场规模达12.26亿美金 。国内PEEK市场增长迅猛,需求量以23.5%的CAGR从2018年1100吨 增至2024年3904吨,2024年市场规模达14.55亿元。随下游产业发展及应用拓展,PEEK市场容量不断扩大。 PEEK格局一超多强,国内企业乘势加码。 PEEK生产技术难度大、建设和客户验证周期长, 目前竞争格局呈现一超多强,国内崛起态势。 威格斯全球领先,世索科(索尔维)和赢创紧随其后 。伴随政 ...
吉林省中研高分子材料股份有限公司关于注销部分募集资金专户的公告
Xin Lang Cai Jing· 2026-01-19 20:12
证券代码:688716 证券简称:中研股份 公告编号:2026-003 吉林省中研高分子材料股份有限公司 关于注销部分募集资金专户的公告 截至本公告披露日,公司首次公开发行股票募集资金专户设立情况如下: ■■ 三、本次注销的募集资金专户 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。 吉林省中研高分子材料股份有限公司(以下简称"公司")于近日完成部分公司首次公开发行股票募集资 金专户的注销,现将有关事项公告如下: 一、募集资金基本情况 2023年7月18日,公司收到中国证券监督管理委员会出具的《关于同意吉林省中研高分子材料股份有限 公司首次公开发行股票注册的批复》(证监许可﹝2023﹞1531号)(注册生效日为2023年7月12日), 吉林省中研高分子材料股份有限公司获准首次公开发行人民币普通股(A股)股票发行30,420,000股, 发行价格为29.66元/股,募集资金总额为人民币902,257,200.00元,扣除102,543,821.47元(不含税)的 发行费用后,募集资金净额为人民币799,713,378.53元 ...
中研股份:关于注销部分募集资金专户的公告
Zheng Quan Ri Bao· 2026-01-19 12:16
(文章来源:证券日报) 证券日报网讯 1月19日,中研股份发布公告称,公司于近日完成部分公司首次公开发行股票募集资金专 户的注销。 ...
中研股份(688716) - 吉林省中研高分子材料股份有限公司关于注销部分募集资金专户的公告
2026-01-19 08:15
证券代码:688716 证券简称:中研股份 公告编号:2026-003 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。 吉林省中研高分子材料股份有限公司(以下简称"公司")于近日完成部 分公司首次公开发行股票募集资金专户的注销,现将有关事项公告如下: 一、募集资金基本情况 (二)募集资金专户存储情况 吉林省中研高分子材料股份有限公司 关于注销部分募集资金专户的公告 2023 年 7 月 18 日,公司收到中国证券监督管理委员会出具的《关于同意吉 林省中研高分子材料股份有限公司首次公开发行股票注册的批复》(证监许可 ﹝2023﹞1531 号)(注册生效日为 2023 年 7 月 12 日),吉林省中研高分子材 料股份有限公司获准首次公开发行人民币普通股(A 股)股票发行 30,420,000 股,发行价格为 29.66 元/股,募集资金总额为人民币 902,257,200.00 元,扣 除 102,543,821.47 元(不含税)的发行费用后,募集资金净额为人民币 799,713,378.53 元。募集资金已于 2023 ...
塑料板块1月16日涨0.54%,博菲电气领涨,主力资金净流入9398.98万元
Zheng Xing Xing Ye Ri Bao· 2026-01-16 08:49
Market Overview - The plastic sector increased by 0.54% compared to the previous trading day, with Bofei Electric leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Top Gainers in the Plastic Sector - Bofei Electric (001255) closed at 55.21, up 10.00% with a trading volume of 25,500 lots and a transaction value of 138 million [1] - Jun Ding Da (301538) closed at 91.61, up 6.55% with a trading volume of 51,700 lots [1] - Qi De New Materials (300995) closed at 42.50, up 5.28% with a trading volume of 69,300 lots [1] - Other notable gainers include Zhongyan Co. (688716), Henghe Precision (300539), and Sidi Ke (300806) with respective increases of 4.92%, 4.83%, and 4.05% [1] Top Losers in the Plastic Sector - Shen Jian Co. (002361) closed at 14.68, down 9.99% with a trading volume of 54,200 lots [2] - He Shun Technology (301237) closed at 68.60, down 5.54% with a trading volume of 42,200 lots [2] - Guo Feng New Materials (000859) closed at 12.11, down 5.32% with a trading volume of 1,091,700 lots [2] - Other significant declines were seen in Mei Lian New Materials (300586) and Ningbo Color Master (301019) with decreases of 3.54% and 3.50% respectively [2] Capital Flow in the Plastic Sector - The plastic sector saw a net inflow of 93.99 million from institutional investors, while retail investors experienced a net outflow of 216 million [2][3] - Notable net inflows from institutional investors included Jinfa Technology (600143) with 31.1 million and Fule New Materials (605488) with 11 million [3] - Conversely, significant net outflows from retail investors were observed in Sidi Ke (300806) with 76.81 million and Henghe Precision (300539) with 32.16 million [3]
中研股份1月9日获融资买入3252.23万元,融资余额2.98亿元
Xin Lang Zheng Quan· 2026-01-12 01:29
Group 1 - The core viewpoint of the news is that Zhongyan Co., Ltd. has shown significant trading activity and financial performance, with a notable increase in financing and a decrease in net profit [1][2]. Group 2 - On January 9, Zhongyan Co., Ltd. experienced a stock price increase of 1.30%, with a trading volume of 212 million yuan. The financing buy-in amount was 32.52 million yuan, while the financing repayment was 23.86 million yuan, resulting in a net financing buy of 8.66 million yuan [1]. - As of January 9, the total financing and securities lending balance for Zhongyan Co., Ltd. was 298 million yuan, which accounts for 9.91% of the circulating market value, indicating a high level compared to the past year [1]. - The company specializes in the research, production, and sales of polyether ether ketone (PEEK), with its main revenue sources being pure resin granules (58.95%), composite enhanced granules (27.38%), pure resin fine powder (8.73%), pure resin coarse powder (3.87%), and PEEK products (1.07%) [1]. Group 3 - As of October 31, the number of shareholders for Zhongyan Co., Ltd. was 16,000, a decrease of 5.84% from the previous period, while the average circulating shares per person increased by 6.20% to 4,359 shares [2]. - For the period from January to September 2025, Zhongyan Co., Ltd. achieved an operating income of 207 million yuan, representing a year-on-year growth of 7.13%. However, the net profit attributable to the parent company was 10.43 million yuan, a decrease of 65.07% year-on-year [2]. Group 4 - Since its A-share listing, Zhongyan Co., Ltd. has distributed a total of 48.67 million yuan in dividends [3]. - As of September 30, 2025, notable changes in institutional holdings were observed, with two funds, namely the Fortune Tianrui Strong Region Selected Mixed A and Fortune New Materials New Energy Mixed A, exiting the top ten circulating shareholders [3].
2025年1-11月吉林省工业企业有3539个,同比增长4.18%
Chan Ye Xin Xi Wang· 2026-01-10 02:26
数据来源:国家统计局,智研咨询整理 2025年1-11月,吉林省工业企业数(以下数据涉及的工业企业,均为规模以上工业企业,从2011年起, 规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元)为3539 个,和上年同期相比,增加了142个,同比增长4.18%,占全国的比重为0.67%。 2016-2025年1-11月吉林省工业企业数统计图 上市公司:利源股份(002501),ST金鸿(000669),长春燃气(600333),泉阳泉(600189),通 化金马(000766),西点药业(301130),吉林碳谷(836077),中研股份(688716),致远新能 (300985),一汽解放(000800),吉林高速(601518),吉电股份(000875) 相关报告:智研咨询发布的《2026-2032年中国工业云行业市场深度评估及投资机会预测报告》 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解 ...
吉林省中研高分子材料股份有限公司关于公司财务总监辞职并指定代行人员的公告
Shang Hai Zheng Quan Bao· 2026-01-09 21:37
Core Viewpoint - The company announced the resignation of its Chief Financial Officer (CFO), Liu Yun, due to personal reasons, while appointing Yang Liping to temporarily assume the CFO responsibilities until a new CFO is officially hired [2][3][9]. Group 1: Resignation Details - Liu Yun submitted a written resignation report, which became effective upon delivery to the board of directors [2][3]. - Liu Yun will continue to work in the company after resigning from the CFO position [2][3]. Group 2: Temporary Appointment - The board of directors held a meeting on January 9, 2026, to discuss the appointment of Yang Liping as the acting CFO [2][4][9]. - Yang Liping was nominated by the general manager and approved by the board's nomination committee and audit committee [2][4][9]. Group 3: Impact on Company Operations - The company confirmed that Liu Yun's resignation would not affect normal business operations, as his responsibilities have been properly transitioned [3]. - Liu Yun did not hold any company shares and had no unfulfilled commitments at the time of his resignation [3]. Group 4: Yang Liping's Qualifications - Yang Liping has extensive experience in finance, having held various positions in accounting and finance since 1983, including roles in accounting firms and as a financial manager [6][13]. - The audit committee assessed Yang Liping's qualifications and determined she possesses the necessary management capabilities and professional knowledge to fulfill the CFO duties temporarily [4].
中研股份:第四届董事会第七次临时会议决议公告
Zheng Quan Ri Bao· 2026-01-09 14:26
证券日报网讯 1月9日,中研股份发布公告称,公司第四届董事会第七次临时会议审议通过《关于指定 人员代行财务总监职责的议案》。 (文章来源:证券日报) ...
中研股份(688716) - 吉林省中研高分子材料股份有限公司关于公司财务总监辞职并指定代行人员的公告
2026-01-09 10:00
为确保财务管理工作的顺利开展,公司于 2026 年 1 月 9 日召开第四届董事 会第七次临时会议,会上审议通过了《关于指定人员代行财务总监职责的议案》, 经总经理提名,董事会提名委员会、董事会审计委员会资质审查通过,同意在公 司未正式聘任新的财务总监之前,暂由前任财务总监、现任财务顾问杨丽萍女士 代行财务总监职责。 一、董事/高级管理人员离任情况 (一) 提前离任的基本情况 | 姓名 | 离任 | 离任时间 | | | 原定任期 离任 市公司及其控 | 是否继续在上 务(如适 | 具体职 | 是否存在未履 行完毕的公开 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 职务 | | | 到期日 原因 | | | | | | | | | | | 股子公司任职 | 用) | | 承诺 | | 刘赟 | 财务 | 2026 | 年 | 1 2027 年 8 个人 | 是 | 不适用 | | 不适用 | | | 总监 | 月 日 | 8 | 月 4 日 原因 | | | | | (二) 离任对公司的影响 证券代码:688716 证券简称:中研 ...