近年来，吉林化纤集团经过数次转型，自主研发碳纤维规模化生产，并推动由"卖原材料"向"卖制 品"转变。 岳志军坦言，起初，跨界做终端制品，技术、市场、渠道都是未知数，当地出台支持碳纤维产业发 展的若干举措，为企业提供了很多帮助。"政府不仅给资金，还帮我们对接滑雪场和经销商，组织我们 参加行业展会。"岳志军说。同时，研发团队定期到雪场收集雪友反馈，针对需求快速调整产品设 计。"上周刚收集到有关雪板边刃、尾部设计的建议，将在下一批产品中实现优化。"岳志军说。 "2026年，我们准备进一步发力中高端市场，持续打造自主品牌，让国产冰雪装备被更多人认 可。"展望未来，岳志军信心满满。 银装素裹，玉树琼花。吉林省吉林市北大湖滑雪度假区，天南海北的滑雪爱好者在山形与树影间乘 风破雪。"轻便、省力，国产装备越来越能打！"来自浙江的游客方圆对脚下的碳纤维雪板赞不绝口。碳 纤维是一种轻质高强材料，而这块碳纤维雪板，就产自雪场几十公里外的吉林市本地企业。 在吉林化纤集团国兴复合材料有限公司的滑雪板车间，一层层碳纤维材料压实在滑雪板上，产品要 经过核心部件组装、热压、检验等10多道工序后，才能走向各大雪场。"搭上冰雪经济的快车，企业发 ...

"2026年，我们准备进一步发力中高端市场，持续打造自主品牌，让国产冰雪装备被更多人认可。"展望 未来，岳志军信心满满。 （文章来源：人民日报） 银装素裹，玉树琼花。吉林省吉林市北大湖滑雪度假区，天南海北的滑雪爱好者在山形与树影间乘风破 雪。"轻便、省力，国产装备越来越能打！"来自浙江的游客方圆对脚下的碳纤维雪板赞不绝口。碳纤维 是一种轻质高强材料，而这块碳纤维雪板，就产自雪场几十公里外的吉林市本地企业。 在吉林化纤集团国兴复合材料有限公司的滑雪板车间，一层层碳纤维材料压实在滑雪板上，产品要经过 核心部件组装、热压、检验等10多道工序后，才能走向各大雪场。"搭上冰雪经济的快车，企业发展动 力更足了。"车间负责人岳志军介绍，使用新材料后的雪板，重量至少减轻20%，强度至少提升30%。 近年来，吉林化纤集团经过数次转型，自主研发碳纤维规模化生产，并推动由"卖原材料"向"卖制品"转 变。 岳志军坦言，起初，跨界做终端制品，技术、市场、渠道都是未知数，当地出台支持碳纤维产业发展的 若干举措，为企业提供了很多帮助。"政府不仅给资金，还帮我们对接滑雪场和经销商，组织我们参加 行业展会。"岳志军说。同时，研发团队定期到雪场 ...

由于订单多、需求旺，春节期间，全国最大的碳纤维生产基地——吉林化纤集团的碳纤维生产车间内，工人们依旧在赶订单、忙生产。 01:10 碳纤维又称"黑色黄金""新材料之王"，比重不到钢的1/4，强度却是钢的7-9倍，是航空航天、能源、交通、体育运动等领域的重要新材料。 记者：唐成卓、王帆 新华社音视频部制作 ...

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]

Group 1 - The chemical fiber sector experienced a significant upward movement, with Sanfangxiang reaching the daily limit increase [1] - Other companies such as Xin Fengming, Tongkun Co., Jilin Chemical Fiber, Hailide, and Taihe New Materials also saw gains [1]

Investment Rating - The report maintains a positive investment rating for the chemical industry, highlighting the potential benefits from the "dual carbon" policy implementation [5]. Core Insights - The "dual carbon" policy is expected to significantly impact the chemical industry, with a focus on carbon emissions control becoming a rigid constraint during the 14th Five-Year Plan period [6][14]. - The report identifies that the attention towards "dual carbon" from provincial leaders has increased by 137% since September 2025, indicating a shift in focus towards carbon emissions as a critical performance metric [7][18]. - The chemical industry is anticipated to undergo structural changes, with high carbon intensity sectors facing supply constraints, while low-carbon leaders are expected to benefit from the transition [8][30]. Summary by Sections 1. "14th Five-Year Plan": Carbon Peak Closing Battle - Local carbon assessments may treat carbon emissions as an equally important rigid constraint [15]. - High carbon intensity sectors such as ammonia fertilizer, coal chemical, and chlorine-alkali are likely to face capacity constraints first [29][30]. 2. Petrochemical "Dual Carbon" Opportunities - The petrochemical sector is expected to undergo a transformation driven by the "dual carbon" goals, with a focus on optimizing supply and demand structures [38]. - Refining sector dynamics are shifting towards improved supply-demand balance due to stringent approval processes for new projects and the elimination of high-energy-consuming capacities [38]. 3. Basic Chemical "Dual Carbon" Opportunities - Coal chemical industry is projected to stabilize supply under carbon limits, driving quality improvements in the sector [3.1]. - Carbon fiber and fluorochemical sectors are expected to benefit from process optimization and green transitions [3.2][3.3]. 4. Investment Recommendations - The report suggests focusing on three categories of leading companies: 1. Integrated leaders in the oil chemical sector with scale and efficiency advantages [8]. 2. Coal chemical leaders with advanced processes and low emissions [8]. 3. High-quality firms in fluorochemical and carbon fiber sectors that align with "dual carbon" goals [8].

Market Overview - The chemical fiber sector experienced a decline of 1.66% on January 30, with Huafeng Chemical leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable gainers in the chemical fiber sector included: - Hengshen New Materials (Code: 000782) with a closing price of 5.89, up 4.25% and a trading volume of 335,800 shares, totaling 197 million yuan [1] - Baolidi (Code: 300905) closed at 37.46, up 3.54% with a trading volume of 58,800 shares, totaling 217 million yuan [1] - Major decliners included: - Huafeng Chemical (Code: 002064) closed at 12.88, down 5.85% with a trading volume of 774,500 shares, totaling 26.67 million yuan [2] - Xinxiang Chemical Fiber (Code: 000949) closed at 7.27, down 3.84% with a trading volume of 985,300 shares, totaling 716 million yuan [2] Capital Flow - The chemical fiber sector saw a net outflow of 388 million yuan from main funds, while retail investors contributed a net inflow of 420 million yuan [2] - The capital flow for specific stocks showed: - Hengshen New Materials had a main fund net outflow of 12.99 million yuan, with retail inflow of 1.70 million yuan [3] - Sanfangxiang (Code: 600370) had a main fund net inflow of 7.65 million yuan, while retail outflow was 0.37 million yuan [3]

在2026年吉林省"两会"新闻发布会(第一场)上，省国资委主任吴倩介绍：去年，监管企业营业收入突破 千亿元，吉林化纤集团碳纤维产销量位居世界第一，省国资运营集团获得AAA级信用评级，新增吉高 集团和省农发集团两户营业收入超百亿的集团，省旅发集团利润超亿元，省矿业集团、省安保集团、省 物流集团等新组建企业已经步入健康发展轨道，大成集团结束多年亏损，实现利润6000余万元，省国资 委监管企业主要指标创近五年最好水平，相较五年前，营业收入实现翻一番、利润实现翻三番。(吉林 发布) ...

Group 1 - The core point of the article is that Jilin Chemical Fiber announced the completion of a share reduction plan by Shanghai Fangda Investment Management Co., Ltd., which involved a total reduction of 48,038,883 shares, accounting for 1.95% of the total share capital [2] Group 2 - The share reduction was executed through centralized bidding and block trading [2] - The completion date of the share reduction plan is noted as January 23, 2026 [2]

证券日报网讯 1月26日，吉林化纤发布公告称，公司股东上海方大投资管理有限责任公司于2026年1月8 日至1月23日通过大宗交易减持23450183股，占总股本0.95%，减持后持股降至4.99%，不再为持股5%以 上股东。 （文章来源：证券日报） ...