Core Viewpoint - Jilin Chemical Fiber (000420) announced that its shareholder Shanghai Fangda Investment Management Co., Ltd. plans to reduce its stake by up to 2% through centralized bidding or block trading due to operational needs [1] Group 1 - The shareholder, Shanghai Fangda Investment, holds a 6.95% stake in Jilin Chemical Fiber [1] - The reduction in shares will be executed via centralized bidding or block trading methods [1] - The planned reduction is part of the shareholder's operational requirements [1]

Core Viewpoint - Jilin Chemical Fiber (000420.SZ) announced that its shareholder Shanghai Fangda Investment Management Co., Ltd. plans to reduce its holdings of the company's shares within a specified timeframe [1] Group 1: Shareholder Actions - Shanghai Fangda Investment intends to reduce its shareholding by a total of up to 24,588,683 shares, which represents no more than 1% of the company's total share capital [1] - The reduction will occur through centralized bidding on the stock exchange and through block trading methods [1] - The timeframe for this reduction is set from December 8, 2025, to March 7, 2026, which is 15 trading days after the announcement [1]

证券代码：000420 证券简称：吉林化纤 公告编号：2025-48 吉林化纤股份有限公司 持股 5%以上股东减持股份预披露公告 持股 5%以上的上海方大投资管理有限责任公司保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 一、股东的基本情况 （一）股东的名称：上海方大投资管理有限责任公司 持吉林化纤股份有限公司（以下简称"公司"或"本公司"）股份 170,982,200 股 （占公司总股本比例 6.95%）的股东上海方大投资管理有限责任公司（以下简称"方大投 资"）因经营需要，自本公告披露之日起 15 个交易日后的三个月内（即 2025 年 12 月 8 日至 2026 年 3 月 7 日）通过证券交易所以集中竞价交易方式减持公司股份的总数不超过 24,588,683 股，即不超过公司总股本的 1%；以大宗交易方式减持公司股份的总数不超过 24,588,683 股，即不超过公司总股本的 1%。若计划减持期间公司有送股、资本公积金转 增股本等股份变动事项，上述减持数量将相应进行调整。 公司于今日收 ...

Core Viewpoint - The carbon fiber industry is undergoing a structural adjustment after two years of supply-demand imbalance and price decline, with new growth drivers emerging from applications in wind power and aerospace sectors [5][7]. Industry Overview - The carbon fiber industry is experiencing a critical period of structural adjustment, with a focus on high-strength and high-modulus carbon fiber production [5]. - Demand for carbon fiber in wind turbine blades and aerospace applications is increasing, providing new growth momentum for the industry [5]. - The industry must avoid excessive expansion of low-end capacity and focus on high-performance carbon fiber to ensure sustainable development [5]. Market Dynamics - In 2024, China's carbon fiber production capacity is expected to reach 135,500 tons, with an additional capacity of 15,300 tons [7]. - The average price of carbon fiber in 2024 is projected to be 90.1 yuan per kilogram, with a year-on-year increase of 12.73% [7]. - The demand for carbon fiber in the wind power sector is expected to rise, accounting for 37.96% of the market [7]. Company Performance - Key companies in the carbon fiber sector, such as Zhongfu Shenying and Jilin Chemical Fiber, have shown varied performance, with some experiencing significant declines in revenue and profit [6]. - Jilin Chemical Fiber reported a revenue increase of 32.39% but a net profit decline of 60.59% [6]. - Zhongfu Shenying's revenue decreased by 31.07%, while its net profit was negative [6]. Strategic Developments - Several new projects and expansions are underway, including Shanghai Petrochemical's new carbon fiber production line and Jilin Guoxing's 6,000-ton carbon fiber project [10]. - Strategic partnerships and collaborations are being formed, such as the cooperation between Yongcheng New Materials and Zhejiang Aircraft Composite Materials Innovation Center [10]. Future Outlook - The carbon fiber demand is projected to grow significantly, with estimates of 26,400 tons in 2024 and 80,000 tons by 2025 [7]. - The low-altitude economy is expected to reach a market size of 1.5 trillion yuan by 2025, further driving demand for carbon fiber applications [7]. - The industry is poised for a new phase of high-quality growth, focusing on innovation and application expansion [12].

证券日报网讯吉林化纤11月10日在互动平台回答投资者提问时表示，公司若有资产整合等计划会及时进 行信息披露。 （文章来源：证券日报） ...

Core Viewpoint - The company responded to inquiries regarding its products potentially entering Tesla's Optimus supply chain, stating it does not have information about a 500-ton order expected by 2025 [1] Group 1 - The company confirmed that its carbon fiber products are primarily used in the wind power sector [1] - The company is actively expanding into other fields beyond wind power [1] - The company does not possess information regarding the mentioned 500-ton order [1]

格隆汇11月10日丨吉林化纤(000420.SZ)在投资者互动平台表示，公司碳纤维产品主要运用于风电领 域，其它领域公司也在积极拓展。 ...

格隆汇11月10日丨吉林化纤(000420.SZ)在投资者互动平台表示，公司产品中没有直接出口美国的产 品。 ...

格隆汇11月10日丨吉林化纤(000420.SZ)在投资者互动平台表示，公司碳纤维业务绩效正在从底部逐步 转好。未来，公司将持续采取多种措施，持续改善碳纤维业务绩效。 ...

该项目践行绿色可持续发展理念，聚焦生产线智能化升级、产品高端化突破，新增产能5000吨，生产线 数字化率达到70%以上，专门为丝绒、乔绒等高端领域市场定制，成为Prada（普拉达）、Zara、优衣 库、朗姿等一批国内外知名品牌的原料定制化产线。 人造丝具有光滑凉爽、透气、抗静电、染色绚丽等特性，是真丝的替代品，但比真丝更具性价比，主要 应用于高端服装、家用纺织品等领域。相关统计数据显示，目前，全球人造丝年产能约为25万-28万 吨。 吉林化纤是全球人造丝行业领军企业之一。吉林化纤经过60多年的技术积淀和创新发展，树立价值思 维，深耕产销融合、研销融合，发挥传统纺、连续纺"双路线"优势，坚持匀质化、大型化、连续化、细 旦化的"四化"升级方向，构建5G绿色营销体系，持续引领着全球人造丝纤维行业向绿色、高效、可持 续方向发展。 近日，吉林化纤集团有限责任公司（以下简称"吉林化纤"）年产3.5万吨生物质新型人造丝项目二期开 车投产。该项目的投产，标志着吉林化纤在人造丝领域的竞争力进一步增强，行业龙头地位更加稳固。 年产3.5万吨生物质新型人造丝项目，是吉林化纤迄今为止建设的规模最大的人造丝项目，去年5月启 动，一期年 ...