证券代码：000420 证券简称：吉林化纤 公告编号：2025-57 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： | 1.基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | 上海方大投资管理有限责任公司 | | | | 住所 | 中国（上海）自由贸易试验区商城路 618 号 室 | 1007 | | | 权益变动时间 | 2025 年 12 月 29 日 | | | | 权益变动过程 | 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%。本次减持计划的实施不会导致公司控制权发生变更， | | | | | 不会对公司治理结构、股权结构及持续性经营产生重大影响。 | | | ...

格隆汇12月30日｜吉林化纤公告，股东上海方大投资管理有限责任公司于2025年12月29日通过深交所集 中竞价交易方式减持2458.87万股，占公司总股本1%；减持后持股1.46亿股，占公司总股本5.95%。 ...

Market Overview - The A-share market experienced mixed performance with the Shanghai Composite Index recording a "9 consecutive days of gains" as of December 29, 2023, marking a slight increase of 0.04% [1] - The Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively, while the North Star 50 Index decreased by 0.45% [1] - Total trading volume in the Shanghai and Shenzhen markets was 21,577 billion yuan, a decrease of 234 billion yuan from the previous day [1] Multi-Financial Sector - The multi-financial sector showed active performance, with stocks like Lakala leading the gains, and companies such as Cuiwei Co., Luxin Venture Capital, and Yuexiu Capital reaching around 10% limit up [3] - On December 26, the Shanghai Stock Exchange announced new guidelines to support high-quality commercial rocket enterprises under the Sci-Tech Innovation Board, which is expected to accelerate the development of the commercial aerospace industry [3] - The rapid growth of the commercial aerospace sector is projected to create significant market opportunities for carbon fiber composite materials, which can account for 70%-90% of the structural weight in spacecraft [3] Carbon Fiber Industry - Shanxi Securities noted that leading companies in the carbon fiber industry are announcing price increases, indicating a recovery in industry conditions [4] - The market for carbon fiber is showing clear differentiation, with general products facing strong competition, while high-end applications in aerospace, hydrogen storage, and wind power require consistent performance and reliable supply [4] - According to Baichuan Yingfu, China's actual consumption of carbon fiber is expected to reach 96,446 tons in 2025, a year-on-year increase of 71.89%, primarily driven by the wind power and aerospace sectors [4] Brain-Computer Interface Sector - The brain-computer interface sector saw significant gains, with Haige Communication reaching around 10% limit up, followed by companies like Meihao Medical and Mcland [5] - On December 26, the National Medical Products Administration released a list of high-end medical devices for priority approval, which includes implantable brain-computer interface devices [5] - The global brain-computer interface market is currently valued at several billion dollars and is expected to exceed 10 billion dollars by 2030, with the medical application market projected to reach 40 billion dollars by 2030 and 145 billion dollars by 2040 according to McKinsey [5][6]

Core Viewpoint - The Shanghai Composite Index achieved a "nine consecutive days of gains," while the ChiNext Index experienced a decline of over 1% at one point, indicating mixed performance across major indices [1] Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 2.14 trillion yuan, a decrease of 20.9 billion yuan compared to the previous trading day [1] - Over 3,300 stocks in the market experienced declines, highlighting a broad market weakness despite some sector strengths [1] Sector Performance - The robotics sector showed strong activity in the afternoon, with companies like Boke Co., Ltd. hitting the daily limit of 20% and reaching a historical high, alongside other stocks such as Wuzhou New Spring and Mould Technology also hitting the daily limit [1] - The commercial aerospace sector continued its strong performance, with Shenjian Co., Ltd. achieving eight consecutive daily limits, and other companies like Goldwind Technology and Leike Defense also seeing daily limit increases [1] - The carbon fiber sector was notably active, with Jilin Chemical Fiber and Heshun Technology both hitting the daily limit [1]

截至12月29日收盘，碳纤维概念上涨2.52%，位居概念板块涨幅第2，板块内，47股上涨，和顺科技20% 涨停，神剑股份、吉林化纤等涨停，吉林碳谷、光威复材、中复神鹰等涨幅居前，分别上涨23.65%、 14.86%、9.02%。跌幅居前的有大烨智能、特变电工、奥普光电等，分别下跌16.38%、3.20%、3.12%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.23 | 乳业 | -1.90 | | 碳纤维 | 2.52 | 盐湖提锂 | -1.89 | | 兵装重组概念 | 1.94 | DRG/DIP | -1.71 | | 数字货币 | 1.73 | PVDF概念 | -1.68 | | 航空发动机 | 1.65 | 氟化工概念 | -1.61 | | 脑机接口 | 1.62 | 中芯国际概念 | -1.47 | | 跨境支付(CIPS) | 1.57 | 自由贸易港 | -1.46 | | 大飞机 | 1.34 | 磷化工 | -1.45 | | 减速器 | 1.32 | 人 ...

| 权益类证券大宗交易(协议交易) | | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | 2025-12-29 | 000420 | 吉林化纤 | 4.23 | 97.08 | 410.65 华林证券股份有限 | 西南证券股份有限 | | | | | | | 公司深圳分公司 | 公司臣阳演培典演 | | | | | | | | 证券营业部 | 12月29日，吉林化纤大宗交易成交97.08万股，成交额410.65万元，占当日总成交额的0.35%，成交价 4.23元，较市场收盘价4.65元折价9.03%。 ...

Market Overview - The Shanghai Composite Index experienced a high and then retreated, while the ChiNext Index fell over 1% in the afternoon. The trading volume reached 2.16 trillion yuan, with over 3,300 stocks declining across the Shanghai and Shenzhen markets [1] - Robotics stocks remained active, with companies like Aowei New Materials and Buke Co., Ltd. hitting the daily limit and reaching new highs. The commercial aerospace sector continued its strong performance, with stocks like China Satellite and Shenjian Co., Ltd. also hitting the daily limit [1] Aerospace Sector - The aerospace sector has shown continued strength, with Shenjian Co., Ltd. achieving an 8-day consecutive limit up, and China Satellite's market capitalization surpassing 100 billion yuan for the first time. The Shanghai Stock Exchange released guidelines for commercial rocket companies to apply the fifth set of listing standards on the Sci-Tech Innovation Board [3][12] - The efficiency of satellite networking depends on two core factors: the control of satellite launch costs and the support level of rocket capacity. Reusable rockets are key to driving the deployment of low-orbit constellations [5] Robotics Sector - The robotics sector saw significant gains, with companies like Daye Co., Ltd. achieving a 4-day consecutive limit up. The latest report from Guotai Junan highlighted that Elon Musk plans to send a Tesla Optimus humanoid robot to Mars by the end of 2026 for feasibility testing [6] - Key components of robotics, including motors, reducers, sensors, and screws, are expected to benefit from the increasing application of humanoid robots in various scenarios [7] Carbon Fiber Sector - The carbon fiber sector performed well, with stocks like Jilin Chemical Fiber and Heshun Technology hitting the daily limit. Japanese company Toray announced a price increase of 10%-20% for its TORAYCA brand carbon fiber and intermediate products starting January 2026 due to rising energy, raw material, and labor costs [8][10] - Jilin Chemical Fiber also announced price increases for its wet-process carbon fibers, which are expected to enhance its competitive edge against Japanese products [9] - The domestic carbon fiber market is projected to see stable pricing, with demand expected to reach 84,000 tons by 2024, growing at a rate of 21.7% [10]

Core Viewpoint - The precious metals market experienced significant volatility, with silver prices dropping sharply, while the A-share market saw a pullback despite a strong start, resulting in the Shanghai Composite Index achieving a nine-day winning streak [2][12]. Group 1: Silver Market Dynamics - On December 29, silver futures on the Shanghai Futures Exchange fell over 2% at the close, with a high-to-low drop exceeding 12% [4][6]. - Spot silver prices briefly fell below $75 per ounce, with a decline of over 3% reported [7]. - Analysts attribute the drop in silver prices to profit-taking and progress in peace negotiations between Trump and Zelensky regarding the Russia-Ukraine conflict, which has temporarily pressured gold and silver [8]. Group 2: Silver and Gold Performance - Year-to-date, silver has surged by 181%, outperforming gold, driven by factors such as being recognized as a critical mineral by the U.S., tight supply, low inventories, and increased industrial and investment demand [8]. - Gold has also seen a significant increase of 72% this year, with multiple historical highs reached, influenced by expectations of further U.S. interest rate cuts, geopolitical tensions, strong central bank demand, and rising ETF holdings [8]. - Analysts suggest that if the next Federal Reserve chair adopts a dovish policy, gold could potentially reach $5,000 per ounce by next year, while silver may aim for $100 per ounce by 2026 if interest rates drop and industrial demand remains strong [8]. Group 3: A-share Market Overview - On December 29, the Shanghai Composite Index closed slightly higher, achieving a nine-day winning streak with a gain of 0.04%, while the Shenzhen Component and ChiNext Index fell by 0.49% and 0.66%, respectively [12]. - A total of 1,995 stocks rose, with 87 hitting the daily limit, while 3,332 stocks declined [13]. Group 4: Sector Performance - The commercial aerospace sector continued to show strength, with stocks like China Satellite and Shenjian Co. hitting the daily limit [15]. - Robotics sector stocks remained active, with companies such as Awei New Materials and Buke Co. reaching their daily limit and achieving new highs [16]. - The carbon fiber sector also saw gains, with stocks like Heshun Technology and Jilin Chemical Fiber hitting the daily limit [18]. - Digital currency concept stocks surged, with Yuyin Co. and Cuiwei Co. reaching their daily limit following the announcement of a new digital RMB management framework by the People's Bank of China [20].

12月29日，A股三大指数早盘冲高回落，午后震荡走低，截止收盘，沪指涨0.04%报3965.28点，连续九 日走高，深成指跌0.49%报13537.1点，创业板指跌0.66%报3222.61点，科创50指数涨0.04%报1346.32 点；沪深两市成交额2.14万亿，全市场超3300只个股下跌。 脑机接口概念表现活跃，海格通信、喜临门等涨停，翔宇医疗、麦澜德、三博脑科、创新医疗等跟涨。 消息面上，12月28日，第五届脑科学前沿与产业大会暨2025深圳脑机接口博览会启幕，"粤港澳大湾区 脑科学与中枢神经疾病AI创新联盟"正式启动。 盘面上，机器人概念午后反复活跃，上纬新材、步科股份20cm涨停创历史新高，五洲新春、模塑科技 等多股涨停。商业航天概念延续强势，神剑股份8连板，金风科技、雷科防务等十余股涨停。碳纤维概 念表现活跃，吉林化纤、和顺科技双双涨停；锂矿概念下挫，欣旺达跌逾11%；医药商业板块走弱，漱 玉平民跌超18%；氟化工板块回调，漱玉平民跌逾8%；电池概念午后震荡下挫，华盛锂电跌超7%；电 力板块持续走弱，国电电力跌近8%。 热点板块 商业航天概念延续强势 商业航天概念延续强势，10余只成分股涨停，神 ...

Market Overview - The three major indices showed mixed performance in early trading, with the Shanghai Composite Index rising by 0.31% and the ChiNext Index falling by 0.32%. The total trading volume in the Shanghai and Shenzhen markets was 1.4 trillion yuan, a decrease of 54.6 billion yuan compared to the previous trading day [1][11]. Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with over 10 stocks hitting the daily limit. Notably, Shenjian Co. achieved an 8-day consecutive limit-up. Other stocks like Zhongchao Holdings and Aerospace Development also saw significant gains [1][11]. - On December 26, the Shanghai Stock Exchange released guidelines for commercial rocket companies, indicating a shift from the cultivation phase to a growth phase for the commercial aerospace industry. Future policies may focus on optimizing industry access and promoting infrastructure sharing [3][12]. Robotics Sector - The robotics sector remained active, with stocks like Fenglong Co. and Wuzhou Xinchun hitting the daily limit. The Ministry of Industry and Information Technology held a meeting to establish standards for humanoid robots, which may further stimulate the sector [5][15]. - Companies such as Shengtong Energy and Jiamai Packaging have also shown strong performance, with Shengtong Energy achieving a 12-day consecutive limit-up [1][16]. Carbon Fiber Sector - The carbon fiber sector exhibited strong performance, with stocks like Jilin Chemical Fiber and Heshun Technology hitting the daily limit. The price of carbon fiber products is expected to rise by 10% to 20% starting January 2026, as announced by Toray Industries [7][21]. - Analysts believe that the carbon fiber industry is entering a recovery phase, with a clear differentiation in market competition. High-performance requirements in aerospace and renewable energy sectors are driving demand [7][21]. Precious Metals Sector - The precious metals sector, particularly silver, saw significant gains, with silver futures rising over 10% and spot silver increasing by more than 1%. Stocks like Hunan Silver and Baiyin Youse hit the daily limit [7][23]. - The main silver futures contract reached a new high of 19,937 yuan per kilogram, reflecting strong market interest [7][23]. Digital Currency Developments - The People's Bank of China has introduced an action plan for digital currency, set to officially launch on January 1, 2026. As of November 2025, digital yuan transactions totaled 34.8 billion, amounting to 16.7 trillion yuan [34].