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新乡化纤:控股股东白鹭集团质押6250万股
Mei Ri Jing Ji Xin Wen· 2025-10-09 13:59
截至发稿,新乡化纤市值为81亿元。 每经头条(nbdtoutiao)——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后,这些城市怎么 样了? (记者 王晓波) 每经AI快讯,新乡化纤(SZ 000949,收盘价:4.77元)10月9日晚间发布公告称,公司于近日接到控股 股东新乡白鹭投资集团有限公司(以下简称"白鹭集团")的通知,获悉白鹭集团将其持有的部分本公司 股份办理了股票质押业务,本次质押6250万股。截至本公告日,白鹭集团累计质押股数约为1.53亿股, 占其所持股份比例为34.46%。 2025年1至6月份,新乡化纤的营业收入构成为:化纤行业占比100.0%。 ...
新乡化纤(000949) - 关于控股股东新乡白鹭投资集团有限公司部分股份质押的公告
2025-10-09 10:00
1、股东股份被质押基本情况 证券代码: 000949 证券简称:新乡化纤 公告编号:2025-032 新乡化纤股份有限公司关于控股股东 新乡白鹭投资集团有限公司部分股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏。 新乡化纤股份有限公司(以下简称"公司")于近日接到控股股东新乡白鹭 投资集团有限公司(以下简称"白鹭集团")的通知,获悉白鹭集团将其持有的 部分本公司股份办理了股票质押业务,具体事项如下: 一、股东股份质押的基本情况 | 股东 | 是否为 控股股 东或第 一大股 | 本次 质押 | 占其 所持 | 占公 司总 | 是否为 限售股 (如 | 是否 为补 | 质押起 | 质押到 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 东及其 一致行 | 数 量 | 股份 比例 | 股本 比例 | 是,注 明限售 类型) | 充质 押 | 始日 | 期日 | | 用途 | | | 动人 | | | | | | | | | ...
化学纤维板块10月9日涨6.45%,新乡化纤领涨,主力资金净流入1.32亿元
证券之星消息,10月9日化学纤维板块较上一交易日上涨6.45%,新乡化纤领涨。当日上证指数报收于 3933.97,上涨1.32%。深证成指报收于13725.56,上涨1.47%。化学纤维板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000949 | 新乡化纤 | 4.77 | 9.66% | 185.73万 | 8.61亿 | | 300905 | 宝丽迪 | 39.63 | 6.70% | 17.79万 | 7.09亿 | | 002998 | 优彩资源 | 9.31 | 6.40% | 21.43万 | 1.95 Z | | 002064 | 华峰化学 | 9.63 | 5.59% | 66.21万 | 6.21亿 | | 002206 | 海利得 | 6.30 | 3.28% | 29.19万 | 1.81亿 | | 688295 | 中复神鹰 | 29.14 | 3.22% | 6.11万 | 1.74亿 | | 301057 | 汇降新材 | 23.81 | 3 ...
化纤板块午后异动
Di Yi Cai Jing· 2025-10-09 06:20
新乡化纤触及涨停后回落,现涨超8%,宝丽迪、优彩资源、华峰化学、汇隆新材、同益中跟涨。 (本文来自第一财经) ...
化纤板块午后异动,新乡化纤触及涨停后回落,现涨超8%
Mei Ri Jing Ji Xin Wen· 2025-10-09 05:33
(文章来源:每日经济新闻) 每经AI快讯,化纤板块午后异动,新乡化纤触及涨停后回落,现涨超8%,宝丽迪、优彩资源、华峰化 学、汇隆新材、同益中跟涨。 ...
新乡化纤部分长丝生产线停产改造
Zhong Guo Hua Gong Bao· 2025-10-09 03:22
公开资料显示,新乡化纤主要生产生物质纤维素长丝和氨纶纤维,是生物质纤维素长丝行业的龙头企 业。该公司生物质纤维素长丝产能为11万吨,生产经验超60年。 新乡化纤表示,将积极协调使相关生产线早日恢复生产。本次有序停产改造是其为进一步提高相关生产 线的稳定性和运行水平所采取的积极措施,不会对未来的持续经营产生重大影响。 中化新网讯 9月22日,新乡化纤股份有限公司(以下简称新乡化纤)公告称,自10月1日起对其北区生物质 纤维素长丝生产线设备进行停产改造90天。 ...
化工“反内卷”持续升温,关注PTA与粘胶长丝
Tebon Securities· 2025-09-29 09:33
Investment Rating - The report maintains an "Outperform" rating for the chemical industry [2] Core Viewpoints - The PTA industry is expected to see a cyclical bottoming out, with leading companies discussing coordinated production cuts to improve supply-demand dynamics [27][28] - The domestic PTA capacity has rapidly expanded from 46.69 million tons in 2019 to 84.28 million tons in 2024, with a CAGR of 12.5% [27] - The report highlights the potential for a new cyclical upturn in the PTA market, driven by the exit of older, high-cost production capacities and a stabilization in domestic and international textile demand [28][29] Market Performance - The basic chemical sector underperformed the market, with the industry index declining by 1% during the week of September 19-26, while the Shanghai Composite Index rose by 0.2% [15][20] - Year-to-date, the basic chemical industry index has increased by 22.3%, outperforming the Shanghai Composite Index by 8 percentage points [15][21] Key News and Company Announcements - Recent discussions among leading PTA companies regarding coordinated production cuts are expected to enhance industry self-discipline and avoid disorderly competition [26][27] - Xinxiang Chemical Fiber announced a planned shutdown of 31,200 tons of viscose filament capacity for maintenance starting October 1, 2025, which is anticipated to tighten supply in the viscose filament market [26][29] Price and Margin Analysis - The report notes that the price difference for PTA has narrowed to within 200 RMB/ton, indicating significant pressure on profitability for many companies [27] - The viscose filament industry is expected to see price increases driven by seasonal demand and coordinated actions among leading companies [29] Investment Recommendations - The report suggests focusing on companies such as Hengli Petrochemical, Tongkun Co., and Xinfonming, which are well-positioned to benefit from the expected improvements in the PTA market [28][29] - For viscose filament, attention is drawn to Xinxiang Chemical Fiber and Jilin Chemical Fiber, which may experience profit elasticity due to potential price increases [29]
化工周报:石化化工稳增长政策出台,粘胶长丝景气向上可期,草铵膦格局有望优化-20250928
Investment Rating - The report maintains a "Positive" rating for the chemical industry [5][6][20] Core Insights - The petrochemical industry is expected to see stable growth due to the introduction of policies aimed at enhancing industry health and eliminating outdated capacity [5][6] - The demand for viscose filament is anticipated to tighten, leading to an upward trend in prices, while the grass herbicide market is expected to optimize its structure [5][6] - The global GDP growth is projected to remain at 2.8%, with stable oil demand despite some slowdown due to tariff policies [5][6] Industry Dynamics - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable [5][6] - The coal market is anticipated to experience long-term price stabilization, with easing pressures on downstream sectors [5][6] - Natural gas exports from the U.S. are likely to accelerate, potentially lowering import costs [5][6] Chemical Sector Analysis - The report highlights that the viscose filament industry will see a supply-demand tightening, with a projected increase in operating rates from 84% to over 95% [5][6] - The grass herbicide market is set to address issues of low pricing and quality through upcoming industry meetings aimed at regulating competition [5][6] Investment Recommendations - The report suggests focusing on sectors benefiting from the "anti-involution" policy, including textiles, agriculture, and export-related chemicals [5][6] - Specific companies to watch include Xinxiang Chemical Fiber, Jilin Chemical Fiber, and Lier Chemical, which are expected to benefit from market dynamics [5][6][20] Key Company Valuations - The report provides a valuation table for key companies, indicating various ratings such as "Buy" and "Increase" for companies like Hailir Chemical, Yunnan Chemical, and Wanhu Chemical [20]
化学纤维板块9月26日涨3.48%,神马股份领涨,主力资金净流入3.92亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603382 | 海阳科技 | 34.93 | -2.24% | 2.66万 | 9437.11万 | | 688722 | 同益中 | 18.90 | -1.51% | 3.78万 | 7205.79万 | | 300905 | 宝丽迪 | 37.35 | -1.48% | 10.93万 | 4.18亿 | | 002998 | 优彩资源 | 8.29 | -1.31% | 16.49万 | 1.38亿 | | 000782 | 恒申新材 | 5.88 | -0.68% | 18.85万 | 1.12亿 | | 601113 | रूही बाहरी | 4.30 | -0.23% | 37.21万 | 1.60亿 | | 603332 | 苏州龙杰 | 13.09 | 0.00% | 6.69万 | 8889.79万 | | 000936 | 不可能给 | 7.72 | 0.13% | 25.86万 | 2.01亿 | | 605166 | 聚 ...
化学纤维板块9月25日跌0.81%,神马股份领跌,主力资金净流出1.68亿元
Market Overview - On September 25, the chemical fiber sector declined by 0.81%, with Shennma Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers included Tianfulong, which rose by 5.52% to a closing price of 46.64, and Anhui Wuhua High-tech, which increased by 3.00% to 5.83 [1] - Conversely, Shennma Co., Ltd. fell by 2.71% to 10.05, and Jilin Chemical Fiber dropped by 2.50% to 4.29 [2] Trading Volume and Value - Tianfulong had a trading volume of 118,900 shares and a transaction value of 549 million yuan [1] - Jilin Chemical Fiber recorded a trading volume of 1,161,600 shares with a transaction value of 504 million yuan [2] Capital Flow - The chemical fiber sector experienced a net outflow of 168 million yuan from institutional investors, while retail investors saw a net inflow of 82.31 million yuan [2] - The main capital inflow was observed in Anhui Wuhua High-tech, with a net inflow of 45.71 million yuan from institutional investors [3] Individual Stock Capital Flow - Tianfulong had a net outflow of 8.72 million yuan from retail investors, despite a net inflow of 25.46 million yuan from institutional investors [3] - Jilin Chemical Fiber saw a significant net outflow of 75.83 million yuan from retail investors [3]