12月24日，吉林化纤盘中上涨2.24%，截至11:04，报4.11元/股，成交1.11亿元，换手率1.12%，总市值 101.06亿元。 资金流向方面，主力资金净流出540.75万元，特大单买入542.09万元，占比4.86%，卖出625.97万元，占 比5.62%；大单买入1937.12万元，占比17.38%，卖出2393.99万元，占比21.48%。 吉林化纤今年以来股价涨13.85%，近5个交易日涨2.75%，近20日涨5.38%，近60日跌8.46%。 资料显示，吉林化纤股份有限公司位于吉林省吉林市经开区昆仑街216号，成立日期1988年11月9日，上 市日期1996年8月2日，公司主营业务涉及粘胶纤维的生产和销售。主营业务收入构成为：粘胶长丝 56.30%，粘胶短纤24.55%，碳纤维产品16.83%，其他2.31%。 吉林化纤所属申万行业为：基础化工-化学纤维-粘胶。所属概念板块包括：风能、海上风电、国资改 革、融资融券、低价等。 截至9月30日，吉林化纤股东户数10.73万，较上期减少5.08%；人均流通股22910股，较上期增加 5.36%。2025年1月-9月，吉林化纤实现营业收入40.1 ...

Group 1 - The core viewpoint of the report indicates that the leading carbon fiber companies are raising prices, with high-end product demand expected to recover first. Toray announced a price increase of 10%-20% for its TORAYCA™ carbon fiber products starting January 2026, while Jilin Chemical Fiber plans to raise prices by 5,000 RMB and 10,000 RMB per ton for its 12TK and 3K carbon fibers respectively, also effective January 2026 [1][10] - The current carbon fiber market shows a clear differentiation, with general and large tow products facing strong competition, while high-performance products have stabilized in price, with some specifications experiencing tight supply and demand [1][10] - The report highlights that the carbon fiber industry in China is expected to continue expanding, with production capacity projected to reach 135,500 tons by 2024, and a production volume of approximately 59,000 tons, reflecting an 8.2% year-on-year growth [16][17] Group 2 - The report notes that the chemical new materials sector on the North Exchange has seen a weekly increase of 2.53%, with the metal new materials segment performing particularly well, rising by 11.31% [3][30] - Jilin Carbon Valley has established itself as a major player in the carbon fiber market, with a full range of products from small to large tow fibers, and has achieved stable large-scale production of high-quality products [2][27] - The report provides insights into the performance of individual stocks within the chemical new materials sector, with notable increases in stock prices for Tianli Composite (+41.42%), Jilin Carbon Valley (+9.17%), and others [34][37] Group 3 - The report includes a detailed analysis of chemical product price trends, highlighting fluctuations in prices for various materials such as MDI, TDI, and natural rubber, with MDI priced at 18,900 RMB per ton and TDI at 14,800 RMB per ton [38] - The carbon fiber demand distribution in China for 2023 shows that the top three application areas are sports and leisure (26.1%), wind power blades (24.6%), and aerospace and military (11.6%) [20][21] - The report emphasizes the strategic investments by companies like Hechang Polymer, which aims to enhance resource integration and business synergy through the introduction of strategic investors [4][66]

（编辑 丛可心） 证券日报网讯 12月19日，吉林化纤在互动平台回答投资者提问时表示，公司的碳纤维工艺适合做树脂 基的复合材料，具有多规格产品，可以应用到多领域，商业航天航空领域也是碳纤维应用领域之一。公 司向各领域进行拓展也持续在跟进，部分领域打样、试用、认证等一系列工作均要按步骤开展，拓展碳 纤维在各领域的放量是公司持续开展的工作。 ...

证券日报网讯12月19日，吉林化纤（000420）在互动平台回答投资者提问时表示，碳纤维可以用于滑雪 板的生产。目前，公司没有碳纤维滑雪板产品生产。 ...

证券日报网讯12月19日，吉林化纤（000420）在互动平台回答投资者提问时表示，截至2025年9月30 日，公司股东户数为107287户。 ...

证券日报网讯12月19日，吉林化纤（000420）在互动平台回答投资者提问时表示，为持续发展碳纤维产 业，本着共同合作提高的原则，公司代管国兴复材公司，双方可以在生产研发、市场体系拓展等方面形 成合力，带来碳纤维产业的共同进步。国兴复材不在公司合并范围内。 ...

（编辑 任世碧） 证券日报网讯 12月19日，吉林化纤在互动平台回答投资者提问时表示，公司碳纤维始终坚持向多领域 拓展，公司的碳纤维工艺适合做树脂基的复合材料，具有多规格产品，可以应用到多领域，公司正积极 拓展，与碳纤维产业链各合作单位联合开发，合作提高，争取在各领域放量，其中也包括相关领域。 ...

证券日报网讯12月19日，吉林化纤（000420）在互动平台回答投资者提问时表示，公司董事会高度重视 企业价值的实现与提升，未来也会采取多种措施提升公司价值。 ...

证券日报网讯12月19日，吉林化纤（000420）在互动平台回答投资者提问时表示，公司将持续努力不断 做强做大做优自己的产品，无论是国产替代还是出口市场公司都会积极开拓。 ...

Core Viewpoint - The company, Jilin Chemical Fiber, confirmed that while carbon fiber can be used in the production of ski boards, it currently does not manufacture carbon fiber ski boards [2] Group 1 - The company received an inquiry from investors regarding the production of carbon fiber ski boards [2] - Jilin Chemical Fiber acknowledged the potential use of carbon fiber in ski board manufacturing [2] - There are no existing carbon fiber ski board products produced by the company at this time [2]