Group 1: Company Performance - Hengshen New Materials (000782) is expected to report a net loss attributable to shareholders of between 125 million yuan and 162 million yuan for the year 2025, with projected operating revenue between 2.2 billion yuan and 2.8 billion yuan [1] - For the first nine months of 2025, the company reported operating revenue of 1.81 billion yuan, a year-on-year decrease of 25.06%, and a net loss attributable to shareholders of 57.05 million yuan [3] Group 2: Stock and Capital Performance - As of February 12, 2026, the company's stock price was 6.26 yuan per share, reflecting a year-to-date increase of 26.21%, although there has been a net outflow of main capital [2] Group 3: Industry Analysis - The company operates in the nylon 6 chip and spinning sector within the basic chemical - chemical fiber industry, with future performance potentially impacted by downstream demand, product price fluctuations, and industry policies [3]

Group 1 - Huafeng Chemical (002064) is a global leader in the spandex industry, with strong technical advantages in differentiated spandex and early investments in bio-based and recycled spandex, benefiting from the growing demand for green fibers [2][34] - Tongkun Co., Ltd. (601233) is a domestic leader in the polyester filament industry, with strong technical and capacity advantages in differentiated and high-end products, and is expected to benefit from the recovery of downstream textile demand and policies promoting recycled fibers [3][35] - New Fengming (603225) is a core player in the polyester filament industry, with a strong position in differentiated and high-end products, and is well-positioned to benefit from the recovery of textile demand and the promotion of recycled fibers [4][36] Group 2 - Shuangxin Environmental Protection (001369) is a core enterprise in the PVA industry, with strong technical and capacity advantages, and is expanding into biodegradable and bio-based materials, expected to benefit from the growing demand for biodegradable materials [5][38] - Tianfulong (603406) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [6][39] - Wanwei High-tech (600063) is a leading company in the PVA industry, with strong technical advantages and is expanding into biodegradable materials, expected to benefit from the growing demand for biodegradable materials [7][40] Group 3 - Xinxiang Chemical Fiber (000949) is a core enterprise in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [8][41] - Taihe New Materials (002254) is a leader in the aramid industry, with strong technical advantages and is expanding into high-performance and bio-based aramid, expected to benefit from the growth in high-end fields [9][42] - Jilin Chemical Fiber (000420) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into high-performance carbon fiber, expected to benefit from the growth in aerospace and new energy sectors [10][44] Group 4 - Sanfangxiang (600370) is a core enterprise in the PTA industry, with strong technical advantages and is expanding into recycled PTA and bio-based PTA, expected to benefit from the recovery of textile demand [11][45] - Shenma Co., Ltd. (600810) is a leader in the nylon 66 industry, with strong technical advantages and is expanding into high-performance and recycled nylon, expected to benefit from the growth in automotive and industrial fabric demand [12][46] - Hailide (002206) is a leader in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [13][47] Group 5 - Youfu Co., Ltd. (002427) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [14][48] - Huaxi Co., Ltd. (000936) is a core enterprise in the polyester staple fiber industry, with strong technical advantages and is expanding into recycled and bio-based polyester, expected to benefit from the recovery of textile demand [15][49] - Baolidi (300905) is a leader in the chemical fiber color masterbatch industry, with strong technical advantages and is expanding into biodegradable color masterbatches, expected to benefit from the green transformation of the chemical fiber industry [16][51] Group 6 - Nanjing Chemical Fiber (600889) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [17][52] - Haiyang Technology (603382) is a core enterprise in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [18][53]

Group 1 - The core point of the article is that Hengshen New Materials announced that neither the company nor its subsidiaries have provided guarantees to entities outside the consolidated financial statements [2] - The company has no overdue guarantees or guarantees related to litigation [2] - There are no guarantees provided for shareholders, actual controllers, or their related parties [2]

Group 1 - The company Hengshen New Materials announced that as of the date of the announcement, the total amount of external guarantees approved by the company and its subsidiaries is approximately 3.643 billion yuan, accounting for 205.08% of the company's audited net assets for the year 2024 [1] - The actual total balance of external guarantees provided by the company is approximately 1.325 billion yuan, which represents 74.58% of the company's audited net assets for the year 2024 [1]

证券代码：000782 证券简称：恒申新材 公告编号：2026-005 广东恒申美达新材料股份公司 关于子公司为公司融资提供担保的公告 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。 一、担保情况概述 子公司新会德华尼龙切片有限公司(以下简称"新会德华")为广东恒申美达 新材料股份公司（以下简称"公司"）向兴业银行股份有限公司江门分行融资提 供连带责任保证担保，签署了《最高额保证合同》，所担保债权之最高本金余额 为折合人民币 17,000 万元。 子公司新会德华为公司向交通银行股份有限公司江门分行融资提供连带责 任保证担保，签署了《最高额保证合同》，所担保债权之最高本金余额为折合人 民币 15,000 万元。 上述担保属于子公司为母公司提供担保，子公司新会德华已履行了其内部审 批程序，根据《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司 规范运作》等有关规定，本次子公司为母公司提供担保事项无需提交公司董事会 或股东会审议。 二、被担保人基本情况 被担保人名称：广东恒申美达新材料股份公司 统一社会信用代码：914407001941339867 类型 ...

证券代码：000782 证券简称：恒申新材 公告编号：2026-004 广东恒申美达新材料股份公司 关于为子公司提供担保的进展公告 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。 广东恒申美达新材料股份公司（以下简称"公司"）于 2025 年 3 月 26 日召 开第十一届董事会第六次会议、2025 年 4 月 28 日召开 2024 年年度股东大会， 审议通过了《关于 2025 年度对外担保额度预计的议案》；同意公司及子公司 2025 年度内对子公司提供 364,340 万元的担保额度，有效期自公司股东大会审议通过 之日至次年股东大会审议该类议案期间有效，担保范围包括但不限于申请银行综 合授信、借款、承兑汇票、信用证等融资或开展其他日常经营业务等，担保方式 包括但不限于连带责任保证担保、抵（质）押担保等方式。具体内容详见公司于 2025 年 3 月 28 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于 2025 年度 对外担保额度预计的公告》（公告编号：2025-017）。 一、担保情况概述 公司近期为子公司新会德华尼龙切片有限公司向兴业银 ...

Core Viewpoint - The company is making progress on its "high-performance polyamide differentiated fiber intelligent manufacturing project," with trial production expected before 2027 [2] Group 1 - The company has confirmed that the project is progressing smoothly [2] - The company will fulfill its disclosure obligations in accordance with relevant laws and regulations as the project advances [2]

Group 1 - The chemical fiber sector increased by 2.81% on February 3, with Youfu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the chemical fiber sector showed significant price increases, with Youfu Co., Ltd. rising by 6.60% to a closing price of 7.43 [1] Group 2 - The chemical fiber sector experienced a net outflow of 138 million yuan from institutional investors and 200 million yuan from speculative funds, while retail investors saw a net inflow of 339 million yuan [2] - The trading volume and turnover for various stocks in the sector varied, with Huafeng Chemical recording a turnover of 1.034 billion yuan [2] - The stock performance of individual companies showed mixed results, with some stocks like Nanjing Chemical Fiber declining by 1.18% [2] Group 3 - Major stocks like Youfu Co., Ltd. and Xin Fengming saw differing net inflows from institutional and retail investors, indicating varied investor sentiment [3] - Youfu Co., Ltd. had a net inflow of 23.86 million yuan from institutional investors, while retail investors showed a net outflow of 8.94 million yuan [3] - The overall market dynamics reflect a complex interaction between institutional, speculative, and retail investors within the chemical fiber sector [3]

Core Viewpoint - Hengshen New Materials (000782) is making steady progress on its "high-performance polyamide differentiated fiber intelligent manufacturing project," with trial production expected before 2027 [1] Group 1 - The company has responded to investor inquiries on its progress [1] - The project focuses on high-performance polyamide differentiated fibers [1] - The expected timeline for trial production is set for before 2027 [1]

Core Viewpoint - Hengshen New Materials (000782) indicated that investors should pay attention to the upcoming disclosure of the "2025 Annual Report" for relevant operational information in 2025 [1] Group 1 - The company responded to investor inquiries on its interactive platform [1] - The company is expected to provide detailed operational insights in its future annual report [1]