恒申新材8月6日股价报收4.79元，较前一交易日下跌0.01元，跌幅0.21%。当日成交量为89308手，成交 金额达0.43亿元。该股开盘报4.80元，盘中最高触及4.82元，最低下探至4.76元，全天振幅1.25%。 公司8月6日在互动平台表示，正在通过降本增效、优化产品结构等措施改善经营业绩。同时积极推 进"高性能聚酰胺差异化纤维智能制造项目"建设，探索产品多元化和差异化发展路径。 风险提示：股市有风险，投资需谨慎。 恒申新材属于化纤行业板块，公司主营业务包括锦纶6切片、锦纶6民用丝以及纺织印染布的生产销售。 其中锦纶6切片产品除部分自用外，主要面向民用纺丝、工业用丝、工程塑料及薄膜等下游应用领域。 ...

证券代码：000782 证券简称：恒申新材 公告编号：2025-034 广东恒申美达新材料股份公司 关于全资子公司银行账户部分资金解除冻结的公告 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。 广东恒申美达新材料股份公司（以下简称"公司"）于 2025 年 1 月 9 日披 露了《关于全资子公司银行账户部分资金被冻结的公告》（公告编号：2025-001）。 安徽仲达建设工程有限公司因合同纠纷提起诉讼，并向四川省南充市高坪区人民 法院申请，对公司及公司全资子公司四川美华新材料有限公司（以下简称"四川 美华"）采取财产保全措施，四川美华被冻结银行账户部分资金 1,097,761.21 元。 近日，公司收到四川省南充市高坪区人民法院作出的《民事裁定书》，并经 查询四川美华银行账户核实，获悉四川美华相关银行账户被冻结的部分资金已全 部解除冻结，具体情况如下： | 公司 | 开户行 | 账号 | 账户 | 解除冻结金额 | | --- | --- | --- | --- | --- | | 名称 | | | 性质 | （元） | | 四川美华新 材料有限公 | 中国建设 ...

[Guangdong Hengshenmeida New Material Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Guangdong%20Hengshenmeida%20New%20Material%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates an operating loss for the first half of 2025, with net profit attributable to shareholders projected to be a loss of **30 million to 40 million CNY**, representing a significant increase in loss compared to the same period last year, with a year-on-year decrease of **189.32% to 285.76%** 2025 Semi-Annual Performance Forecast | Item | Current Period | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Loss: **30 million - 40 million CNY** | Loss: **10.3691 million CNY** | | | Year-on-year decrease: **189.32% - 285.76%** | | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: **34 million - 44 million CNY** | Loss: **10.8651 million CNY** | | | Year-on-year decrease: **212.93% - 304.97%** | | | **Basic Earnings Per Share** | Loss: **0.04 - 0.06 CNY/share** | Loss: **0.02 CNY/share** | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company explicitly states that this performance forecast has not been audited by or communicated with the accounting firm - This performance forecast has not been audited by or communicated with the accounting firm[4](index=4&type=chunk) [Explanation of Performance Change](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change) The company attributes the operating loss in the current period to adverse external market conditions, specifically the downturn in downstream and end-market demand, which led to a decrease in the company's product gross margin - The primary reason for the performance loss is the downturn in downstream and end-market demand, resulting in a decrease in the company's product gross margin[5](index=5&type=chunk) [Other Relevant Information](index=1&type=section&id=IV.%20Other%20Relevant%20Information) The company reminds investors that this performance forecast is a preliminary estimate by the finance department and has not been audited, with the final accurate financial data subject to the company's officially disclosed 2025 semi-annual report - This performance forecast is a preliminary estimate by the company's finance department and has not been audited by an accounting firm[6](index=6&type=chunk) - Investors are advised that specific financial data will be based on the company's subsequent disclosure in the 2025 semi-annual report[6](index=6&type=chunk)

Industry Overview - Modified nylon is an engineering plastic obtained by modifying nylon with various fillers or enhancers, exhibiting excellent mechanical properties, heat resistance, and processing capabilities, widely used in automotive, electronics, and machinery manufacturing industries [1][17] - The modified nylon market in China has shown rapid growth, with the market size increasing from 4.176 billion yuan in 2017 to 10.21 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 13.62% [1][17] - The future focus of modified nylon will be on high performance and multifunctionality, including the development of new fillers and nanocomposites to enhance mechanical properties and special functions [1][17] Market Dynamics - The global modified nylon market is projected to grow from $8.999 billion in 2017 to $15.673 billion in 2024, with a CAGR of 8.25% [16] - The demand for modified nylon is driven by the increasing application in high-end markets such as electric vehicles, smart devices, and eco-friendly materials [16] Industry Development History - The modified nylon industry in China began in the 1970s, initially relying on imported technology and materials, with significant growth occurring in the 1990s due to rising demand from the automotive and electronics sectors [8][12] - By 2024, China's nylon production is expected to reach 4.59 million tons, reflecting a year-on-year growth of 6.25%, providing a solid raw material foundation for the modified nylon industry [12][14] Application Areas - Automotive components represent a significant application area for modified nylon, with the market demand closely linked to the development of China's automotive industry, which produced over 30 million vehicles in 2023 [14] - The trend towards lightweight materials in the automotive sector is creating opportunities for modified nylon in critical components such as engine parts and intake manifolds [14] Key Companies - Major companies in the modified nylon industry include Kingfa Technology, Hengshen New Materials, Shenda Co., Nanjing Julong, and others, with a market structure characterized by large enterprises dominating the high-end market and small to medium enterprises focusing on niche segments [20][22] - Kingfa Technology is noted for its focus on high-performance new materials and is expected to achieve a revenue of 32.075 billion yuan in 2024, reflecting an 18.95% year-on-year growth [23] - Hengshen New Materials specializes in nylon 6 products and is projected to have a revenue of 1.746 billion yuan in 2024, with a growth rate of 19.51% [25] Future Trends - The demand for high-performance enhanced materials is expected to grow, with key technological breakthroughs in whisker-reinforced and carbon fiber-reinforced nylon [27] - Nylon alloying is becoming a mainstream trend, optimizing mechanical properties and heat resistance through blending with other polymers [28] - The rise of nanotechnology in nylon applications is anticipated to enhance mechanical strength and thermal stability, expanding its use in precision fields [30] - The demand for environmentally friendly flame-retardant nylon is increasing, with a focus on halogen-free systems due to stricter environmental regulations [31] - Functional nylon applications are expanding, with anti-static, conductive, and magnetic properties being increasingly utilized in electronics and machinery [32] - The industry is shifting towards refined and integrated technologies, emphasizing material design and customized applications to meet downstream demands [33]

广东恒申美达新材料股份公司（以下简称"公司"）于 2025 年 3 月 19 日披 露了《关于公司部分生产线停产检修的公告》（公告编号：2025-009），公司的 聚合生产线计划自 2025 年 4 月 8 日起进行停产检修，检修时间预计约为 20 天。 截至本公告披露日，上述聚合生产线的检修工作已全部完成，并陆续恢复正 常生产。检修期间，公司对生产装置进行了例行的设备检验检测和维护保养，以 确保装置的安全平稳运行。 证券代码：000782 证券简称：恒申新材 公告编号：2025-032 广东恒申美达新材料股份公司 关于公司部分生产线检修完成并恢复生产的公告 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。 特此公告。 广东恒申美达新材料股份公司董事会 2025 年 4 月 29 日 ...

证券代码：000782 证券简称：恒申新材 公告编号：2025-031 广东恒申美达新材料股份公司 2024 年年度股东大会决议公告 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。 特别提示: 1、本次股东大会未出现否决提案的情形。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （三）交易系统投票时间：2025 年 4 月 28 日 9:15－9:25，9:30－11:30 和 13:00－15:00。 2.现场会议召开地点：本公司 206 会议室 3.召开方式：现场表决与网络投票 4.召集人：广东恒申美达新材料股份公司董事会 5.主持人：董事长陈忠先生 6.会议的召开符合有关法律、行政法规、部门规章、规范性文件和公司章程。 （二）出席会议情况 （一）会议召开情况 1.召开时间： （一）现场会议时间：2025 年 4 月 28 日 14:30 开始。 （二）互联网投票系统投票时间：2025 年 4 月 28 日 9:15－15:00。 出席会议股东（代理人）122 人，持有表决权股份总数 227,177,087 股，占 公司有表 ...

关于广东恒申美达新材料股份公司 2024 年年度股东大会之 法律意见书 广能（2025）法意字第 163 号 致：广东恒申美达新材料股份公司 广东恒申美达新材料股份公司（以下称"公司"）2024 年年度股东大会 （以下称"本次年度股东大会"）于 2025 年 4 月 28 日 14:30 在公司 206 会 议室召开。广东广能律师事务所受公司委托，指派陈洁芳律师、黄永贤律师 （以下称"本所律师"）出席了本次年度股东大会。根据《中华人民共和国 证券法》《中华人民共和国公司法》、中国证券监督管理委员会《上市公司 股东大会规则》（以下称"《股东大会规则》"）及《广东恒申美达新材料 股份公司章程》（以下称"《公司章程》"）、《广东恒申美达新材料股份 公司股东大会议事规则》（以下称"《议事规则》"）的规定，本所律师就 本次年度股东大会的召集、召开程序、出席会议人员资格、表决程序、表决 结果等相关事项进行见证，并发表法律意见。 为出具本法律意见书，本所律师出席了本次年度股东大会，并审查了公 司提供的有关召开本次年度股东大会的文件的原件或复印件，包括公司发出 的《关于召开 2024 年年度股东大会的通知》、公司第十一届董事 ...

Core Viewpoint - The company announced the completion of maintenance on its polymer production line, which was temporarily shut down for approximately 20 days starting from April 8, 2025 [1] Group 1 - The maintenance work on the polymer production line was disclosed on April 29, 2025 [1] - The company conducted routine equipment inspections and maintenance during the shutdown to ensure safe and stable operation of the facilities [1] - Normal production has been gradually restored following the completion of the maintenance work [1]

Core Viewpoint - The company has released its first quarter report for 2025, ensuring the accuracy and completeness of the information disclosed, with no false records or misleading statements [1][2][8]. Financial Data - The first quarter report has not been audited [3][7]. - There are no adjustments or restatements of previous accounting data [3]. - The company does not have any non-recurring profit and loss items applicable for this quarter [3]. Shareholder Information - The report includes details about the total number of common shareholders and the shareholding situation of the top ten shareholders [5]. - There are no changes in the share lending situation of major shareholders compared to the previous period [5]. Board and Supervisory Meetings - The company's board of directors held its eighth meeting on April 24, 2025, where the first quarter report was approved unanimously [8]. - The supervisory board also held its sixth meeting on the same day, with the first quarter report being approved unanimously [11][12].

本公司及监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"）第十一届监事会第六次 会议于 2025 年 4 月 24 日召开，此次会议采用通讯表决方式进行，会议于 2025 年 4 月 18 日以书面送达或电子邮件形式由专人负责通知到各监事。公司现任监 事 3 人，均亲自参加会议，会议的召集、召开符合有关法律法规和《公司章程》 的规定。经讨论一致通过： 证券代码：000782 证券简称：恒申新材 公告编号：2025-029 广东恒申美达新材料股份公司 第十一届监事会第六次会议决议公告 具体内容详见巨潮资讯网（www.cninfo.com.cn）。 特此公告。 广东恒申美达新材料股份公司监事会 2025 年 4 月 25 日 1 一、《2025 年第一季度报告》（3 票同意，0 票反对，0 票弃权）。 监事会成员认真审阅了《2025 年第一季度报告》并决议如下：保证本报告 所载资料不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、 准确性和完整性承担个别及连带责任。 ...