金十数据5月14日讯，近日，市场流传一份吉林化纤集团的涨价函。该份涨价函显示，吉林化纤集团旗 下的湿法3K碳纤维供不应求，即日起各牌号产品每吨分别上涨10000元，落款日期为5月13日。5月14 日，吉林化纤集团旗下上市公司吉林化纤涨停，股价报收4.10元/股。对此，吉林化纤集团相关人员回 应记者时表示："公司在今年一季度对绝大多数品种已经做过一次价格调整，范围比这次大。此次调整 只针对湿法3K碳纤维，每吨价格上调10000元。" （中证金牛座） 直线涨停 吉林化纤集团回应：湿法3K碳纤维价格每吨上调1万元 ...

Market Performance - A-shares experienced a strong rally on May 14, with the Shanghai Composite Index rising over 1% to reclaim the 3400-point mark, while the ChiNext Index increased by approximately 2% before slightly retreating [1] - The Shanghai Composite Index closed up 0.86% at 3403.95 points, the Shenzhen Component Index rose 0.64% to 10354.22 points, and the ChiNext Index gained 1.01% to 2083.14 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 135.01 billion yuan, an increase of 23.9 billion yuan compared to the previous day [1] Sector Performance - The financial sector saw a collective surge, with notable stocks such as China Pacific Insurance and Hongta Securities hitting the daily limit, while Agricultural Bank of China and Shanghai Bank reached new highs during the session [1][4] - The shipping sector also showed significant activity, with stocks like Ningbo Shipping and Nanjing Port achieving consecutive gains [1] - The rare earth sector experienced a rise, with Guangsheng Nonferrous Metals hitting the daily limit and Jiuling Technology increasing over 12% [1] Hong Kong Market - In the Hong Kong market, Tencent Music surged nearly 13%, while Hongye Futures and China Life rose over 12% and 6%, respectively [2] - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio for financial institutions, effective May 15 [2] Financial Sector Details - The insurance, brokerage, and banking sectors showed strong performance, with Hongta Securities and Jinlong Co. hitting the daily limit, and Guangfa Securities rising over 7% [4] - The banking sector remained active, with Ningbo Bank and Zhengzhou Bank increasing over 3%, and several banks reaching new highs during the session [6] Chemical Fiber Sector - The chemical fiber sector saw significant gains, with stocks like Jilin Carbon Valley rising over 20% and Huayuan New Materials increasing approximately 15% [9] - Jilin Chemical Fiber announced a price increase for its wet 3k carbon fiber products due to high demand, with prices rising by 10,000 yuan per ton [10] Cross-Border E-commerce - The cross-border e-commerce sector experienced a surge, with stocks like Huaguang Source Sea hitting the daily limit and Heng'erda achieving consecutive gains [13] - The U.S. government announced a reduction in tariffs on small packages, which is expected to alleviate cost pressures for cross-border e-commerce businesses [15]

Group 1 - The recent news indicates that the price of wet-process 3k carbon fiber has increased by 10,000 yuan per ton due to rising demand from the low-altitude economy and drones [1] - Jilin Chemical Fiber confirmed the price increase is accurate but stated that wet-process 3k carbon fiber contributes a relatively low proportion to the company's total revenue, thus having a limited impact on overall performance [1] - The company's main revenue source remains viscose fiber, which is its primary product [1]

金十数据5月14日讯，近日市场流传出一份吉林化纤的涨价函。涨价函显示，吉林化纤旗下的湿法3k碳 纤维供不应求，即日起各牌号产品每吨分别上涨10000元，落款日期为5月13日。记者向吉林化纤方面进 行了求证，销售人员表示，涨价一事属实。此外，记者还以投资者身份分别致电中复神鹰、光威复材证 券部询问有无涨价意向。中复神鹰工作人员表示，投关部门尚未收到公司调价相关的信息。光威复材工 作人员表示，没有（调价），军品价格已经锁定，民品价格通常随行就市。 （21财经） 吉林化纤发涨价函？销售人员回应属实 ...

在贸易紧张局势缓和后，压制市场的重要因素有所缓解，市场的重心不断抬升，受益于贸易局势缓和相关题材接连走高。 5月14日的A股市场整体保持震荡走势，临近午间收盘，主要股指快速拉升。截至午间收盘，沪指涨0.19%，深成指跌0.26%，创业板指跌0.22%。 盘面上，航运港口、化纤行业等表现相对活跃，小金属、物流、化学原料、能源金属等板块也有所走高，而光伏、贵金属等板块出现回调，医药商业、纺织服装、 公用事业等板块跌超1%。 | 序 | 代码 | 名标 | | *● | 咸新 | 张唱歌手 | 米天 | | --- | --- | --- | --- | --- | --- | --- | --- | | 0 | BK0450 | 航运港口 | | | 10294.09 | 4.05 | 401.04 | | 1 | 833171 | 国 航 元 年 | R | 1 | 12.01 | 26.42 | 2.51 | | 2 | 601866 | 中订海友 | R | 0 | 2.61 | 10.13 | 0.24 | | 3 | 600798 | 宁波海运 | R | $ | 3.70 | 10.12 | 0.34 ...

Market Overview - The A-share market showed mixed performance on May 14, with the Shanghai Composite Index rising by 0.19% to 3381.17, while the Shenzhen Component Index and the ChiNext Index fell by 0.26% and 0.22% respectively [2][3] Financial Sector Performance - The financial sector experienced significant upward movement, with banks, insurance, and brokerage stocks collectively rising. Notable stocks such as Agricultural Bank of China, CITIC Bank, Shanghai Bank, and Bank of Communications reached historical highs [6][8] - The banking index rose to 7017.19, with a trading volume of 145.01 billion and a market rate of 6.7 [7] Key Stock Movements - Major insurance companies like China Pacific Insurance and China Life Insurance saw their stock prices increase by over 4% [8] - Tencent Music saw a notable increase of 12.48%, while other companies like JD Health and Li Auto also experienced gains of 4.47% and 3.52% respectively [6] Chemical Fiber Sector - The chemical fiber sector showed strong performance, with stocks like Jilin Carbon Valley rising over 17% and Suzhou Longjie achieving a four-day consecutive increase [9][10] - Jilin Carbon Valley's stock price reached 14.39, reflecting a 17.09% increase [10]

Investment Rating - The investment rating for Jilin Chemical Fiber is "Buy" and is maintained [9]. Core Views - The report indicates that the viscose filament market remains stable, while demand for carbon fiber is improving [6][12]. - In 2024, the company achieved revenue of approximately 3.88 billion yuan, a year-on-year increase of 4%, with a net profit attributable to shareholders of about 28 million yuan, a year-on-year decrease of 14% [2][6]. - For Q1 2025, the company reported revenue of approximately 1.21 billion yuan, a year-on-year increase of 32%, but the net profit attributable to shareholders was about 8 million yuan, a year-on-year decrease of 61% [2][6]. Summary by Sections Financial Performance - In 2024, the company's total revenue was approximately 3.88 billion yuan, with viscose fiber revenue accounting for about 2.79 billion yuan, representing a 4% year-on-year growth, and carbon fiber product revenue at approximately 320 million yuan, a 13% year-on-year decline [12]. - The total sales volume of viscose fiber was about 74,000 tons, a 6% year-on-year increase, while the average price of viscose filament was approximately 37,600 yuan per ton, a slight year-on-year decrease of 3% [12]. - The carbon fiber segment saw a sales volume of approximately 5,285 tons, a 12% year-on-year increase, with an average price of about 61,000 yuan per ton, a year-on-year decrease of 22% [12]. - The overall gross margin for the company was approximately 13.7%, an increase of 0.6 percentage points year-on-year, primarily due to some improvement in carbon fiber margins [12]. Future Outlook - The report forecasts that the company's net profit attributable to shareholders will be approximately 140 million yuan, 220 million yuan, and 290 million yuan for the years 2025, 2026, and 2027, respectively, corresponding to PE ratios of 62, 40, and 31 times [12].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000420 证券简称：吉林化纤 公告编号：2025-16 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经审计 □是 R否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R否 （二） 非经常性损益项目和金额 R适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况 □适用 R不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 R不适用 公司不存在将《公开发行证券的公司信息披露解释性公告第1号—— ...

也在同日，两家碳纤维龙头企业发布了2025年第一季度以及2024年财报。 【DT新材料】 获悉，4月24日， 中复神鹰 、 吉林化纤 同日发布高层变动公告，原因都是 达到法定退休年龄。 其中， 中复神鹰 总经理刘芳 女士 辞职，公司董事长张健女士代行总经理职责。 吉林化纤 副总经理孔玉影 女士 辞职。 营销方面，公司3K小丝束碳纤维产品销量同比增长35%，高模系列碳纤维产品销量同比增长超 20%；国内T800 级以上高强中模碳纤维销量占比位居行业首位。 2025年，公司锁定重点及新兴领域，聚焦航空航天、风电、光 伏、汽车、体育器材、低空经济等碳纤维需求旺盛的领域。 其中， 吉林化纤 2025年第一季度 营收12.14亿元，同比上升32.39%；归母净利润为826.98万元，同比下降 60.59% 。 2024 年 ， 实 现 营 收 38.83 亿 元 ， 同 比 上 升 3.93%； 实 现 归 母 净 利 润 2888.41 万 元 ， 同 比 下 降 13.90%；实现扣非归母净利润2636.99万元， 同比上升76.88% 。 其中， 碳纤维 营收占比8.24%，同比下滑12.59%，主因行业阶段性供 ...

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.0113 | 0.0131 | -13.74 | -0.0399 | | 每股净资产（元） | 1.79 | 1.77 | 1.13 | 1.76 | | 每股公积金(元) | 0.95 | 0.95 | 0 | 0.95 | | 每股未分配利润(元) | -0.25 | -0.26 | 3.85 | -0.27 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 38.83 | 37.37 | 3.91 | 36.7 | | 净利润(亿元) | 0.28 | 0.32 | -12.5 | -0.91 | | 净资产收益率(%) | 0.63 | 0.74 | -14.86 | -2.59 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 79889.44万股，累计占流通股比： 32.5%，较 ...