Group 1 - The company, Jilin Chemical Fiber (000420), confirmed on an interactive platform that it does not engage in the business of PEEK (Polyether Ether Ketone) materials [1]

Core Viewpoint - The company emphasizes its commitment to expanding and developing carbon fiber applications across multiple fields and channels, particularly in the commercial aerospace sector [1] Group 1 - The company is focused on the development of carbon fiber technology suitable for resin-based composite materials [1] - The company is actively exploring opportunities in the commercial aerospace sector [1]

每经AI快讯，有投资者在投资者互动平台提问：贵公司生产的高端碳纤维可否用于商业航天项目？吉 林碳谷是否是贵公司的上游供应商之一？ 吉林化纤（000420.SZ）1月5日在投资者互动平台表示，公司始终重视碳纤维向多领域多渠道进行拓展 和开发，公司的碳纤维工艺适合做树脂基的复合材料，可以应用到多领域，商业航天领域也是应用领域 之一，公司也正积极拓展该领域。吉林碳谷是公司的供应商。 （记者 王瀚黎） ...

Group 1 - The company has confirmed a price adjustment for its small filament products [1] - The carbon fiber technology of the company is suitable for resin-based composite materials, which can be applied in multiple fields [1] - The company is actively expanding its application areas [1]

Group 1 - The company, Jilin Chemical Fiber (000420.SZ), confirmed that it does not have any business related to PEEK (Polyether Ether Ketone) materials [1]

Group 1 - The company, Jilin Chemical Fiber (000420.SZ), stated on the investor interaction platform that it does not have any business related to PEEK (Polyether Ether Ketone) materials [1]

Core Viewpoint - The commercial aerospace industry is entering a rapid development phase driven by policy support, which will significantly boost the carbon fiber market, with demand expected to double within five years [1] Industry Summary - The National Space Administration of China released an action plan on November 25, 2025, aiming for a highly efficient and collaborative commercial aerospace ecosystem by 2027 [1] - The carbon fiber composite market in commercial aerospace is projected to grow from a hundred-ton level to a thousand-ton level in demand [1] - In 2025, China's actual carbon fiber consumption is expected to reach 96,446 tons, a year-on-year increase of 71.89%, primarily driven by the wind power blade and aerospace sectors [1] Company Summary - Companies that can consistently supply high-performance products are gradually regaining pricing power due to upgrades in application sectors [1] - On December 12, 2025, Toray announced a price increase of 10%-20% for its TORAYCA™ carbon fiber and related intermediate products, effective for orders shipped from January 2026 [1] - On December 15, 2025, Jilin Chemical Fiber announced price increases for its wet method 12TK carbon fiber and 3K carbon fiber, with increases of 5,000 yuan and 10,000 yuan per ton, respectively, effective January 1, 2026 [1] - The high-end carbon fiber industry is expected to enter a new phase of high-quality growth due to optimized supply-demand relationships and accelerated technological breakthroughs [1] - Key companies to watch in the carbon fiber sector include Jilin Chemical Fiber, Zhongfu Shenying, Zhongjian Technology, and Guangwei Composites [1]

Group 1 - The chemical fiber sector experienced a decline of 1.41% on December 31, with C Shuangxin leading the drop [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] - Key stocks in the chemical fiber sector showed varied performance, with Huillong New Materials rising by 4.60% and C Shuangxin falling by 16.11% [1][2] Group 2 - The main funds in the chemical fiber sector saw a net outflow of 244 million yuan, while retail investors had a net inflow of 177 million yuan [2] - The trading volume for C Shuangxin was 1.0414 million shares, with a total transaction value of 1.82 billion yuan [2] - The fund flow analysis indicates that Suzhou Longjie had a net inflow of 27.84 million yuan from main funds, while Jilin Chemical Fiber experienced a net outflow of 38.83 million yuan from retail investors [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 吉林化纤股份有限公司（以下简称"公司"）今日收到公司股东上海方大投资管理有限责任公司《关于减 持公司股份的告知函》，其于2025年12月29日通过深圳证券交易所通过集中竞价交易方式减持 24,588,700股，占公司总股本的1%。本次减持后，上海方大投资管理有限责任公司持有公司股份 146,393,500股，占公司总股本的5.95%。具体情况如下： 特此公告。 吉林化纤股份有限公司董事会 2025年12月30日 证券代码：000420 证券简称：吉林化纤 公告编号：2025-57 股东上海方大投资管理有限责任公司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。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。 ...

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a leading position in the market [2]. Core Insights - The commercial aerospace sector is experiencing rapid development driven by policy support, which is expected to significantly boost the carbon fiber industry. The market for carbon fiber composites is projected to double within five years, with demand anticipated to rise from hundreds of tons to thousands of tons [6]. - The actual consumption of carbon fiber in China is expected to reach 96,446 tons in 2025, reflecting a year-on-year increase of 71.89%, primarily driven by the wind power blade and aerospace sectors [6]. - The new materials sector index increased by 7.03%, outperforming the ChiNext index by 3.14% over the past week, with notable gains in various sub-sectors such as battery chemicals (up 13.29%) and semiconductor materials (up 6.30%) [3][18]. Summary by Sections Market Performance - The new materials sector has shown strong performance, with the new materials index rising by 7.03% and various sub-sectors experiencing significant increases, including battery chemicals (up 13.29%) and semiconductor materials (up 6.30%) [3][18]. - The overall market performance for the week (December 22-26, 2025) saw the Shanghai Composite Index increase by 1.88% and the ChiNext Index by 3.90% [14]. Price Tracking - The report provides a weekly price tracking of various chemical raw materials, including stable prices for amino acids and biodegradable plastics, while some vitamins showed slight decreases [4]. - Carbon fiber prices remain stable, with leading companies announcing price increases for their products starting in 2026 [6]. Investment Recommendations - The report suggests focusing on leading companies in the carbon fiber sector, such as Jilin Chemical Fiber, Zhongfu Shenying, Zhongjian Technology, and Guangwei Composites, as they are expected to benefit from the anticipated growth in demand [7].