证券日报网讯12月15日，新乡化纤（000949）在互动平台回答投资者提问时表示，公司始终秉持创新驱 动发展理念，深耕主业的同时积极拓展新兴领域，在生物基新材料领域持续发力，致力于实现纺织服装 产业高质量可持续发展。 ...

证券之星消息，12月15日化学纤维板块较上一交易日上涨2.68%，新乡化纤领涨。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。化学纤维板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000420 | 吉林化纤 | 6095.59万 | 15.85% | -3604.68万 | -9.37% | -2490.92万 | -6.48% | | 000949 | 新乡化纤 | 5765.54万 | 10.44% | -1872.18万 | -3.39% | -3893.36万 | -7.05% | | 002064 | 华峰化学 | 3554.39万 | 7.07% | 617.36万 | 1.23% | -4171.75万 | -8.30% | | 603225 | 新凤鸣 | 2141.20万 | 8.72% | -2034.62万 | -8. ...

（文章来源：每日经济新闻） 每经AI快讯，12月15日，化学纤维板块短线拉升，新乡化纤拉升涨停，华峰化学、蒙泰高新涨超5%， 新凤鸣、皖维高新等跟涨。 ...

（文章来源：证券日报） 证券日报网讯 12月9日晚间，新乡化纤发布公告称，近日，公司收到平安证券股份有限公司（简称"平 安证券"）发来的《关于更换持续督导保荐代表人的函》。平安证券作为公司2022年度向特定对象发行 股票的保荐机构，指派周协先生和杨惠元先生为公司保荐代表人。现因周协先生工作变动原因，不再负 责公司的持续督导保荐工作。为保证公司持续督导保荐工作的有序进行，自2025年12月8日起平安证券 授权张斌先生接替周协先生担任公司的持续督导保荐人，继续履行保荐职责。 ...

近日，新乡化纤股份有限公司（以下简称"公司"）收到平安证券股份有限 公司（以下简称"平安证券"）发来的《关于更换持续督导保荐代表人的函》。 平安证券作为公司 2022 年度向特定对象发行股票的保荐机构，指派周协先生和 杨惠元先生为公司保荐代表人。现因周协先生工作变动原因，不再负责公司的持 续督导保荐工作。为保证公司持续督导保荐工作的有序进行，自 2025 年 12 月 8 日起平安证券授权张斌先生接替周协先生担任公司的持续督导保荐人，继续履行 保荐职责。（张斌先生简历详见附件）。 本次保荐代表人变更后，公司 2022 年度向特定对象发行股票的持续督导保 荐人为杨惠元先生和张斌先生，保荐机构的持续督导责任截止至 2025 年 12 月 31 日。公司董事会对周协先生为公司做出的贡献表示衷心感谢！ 特此公告。 新乡化纤股份有限公司董事会 证券代码：000949 证券简称：新乡化纤 公告编号：2025-037 新乡化纤股份有限公司 关于更换持续督导保荐代表人的公告 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。 2025 年 12 月 9 日 附件：张斌先生简历 ...

数据来源：国家统计局，智研咨询整理 上市公司：吉林化纤（000420），恒天海龙（000677），美达股份（000782），华西股份（000936）， 新乡化纤（000949），华峰化学（002064），海利得（002206），泰和新材（002254），尤夫股份 （002427），优彩资源（002998），蒙泰高新（300876），宝丽迪（300905），汇隆新材（301057）， 皖维高新（600063），三房巷（600370），神马股份（600810），南京化纤（600889） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国化学纤维行业市场运行现状及投资前景分析报告》 根据国家统计局数据可知：2025年10月全国化学纤维制造业出口货值为53亿元，同比下降8.2%；2025 年1-10月全国化学纤维制造业累计出口货值为584.4亿元，累计同比增长3.8 ...

平安证券股份有限公司 培训人员：杨惠元、任中禹 培训地点：河南省新乡市新乡经济技术开发区新长路南侧新乡化纤会议室 培训对象：新乡化纤部分董事、高级管理人员及中层以上管理人员等。 二、培训内容 关于新乡化纤股份有限公司 2025 年度持续督导培训工作报告 深圳证券交易所： 平安证券股份有限公司（以下简称保荐机构或平安证券）作为新乡化纤股份 有限公司（以下简称新乡化纤或公司）向特定对象发行股票项目的持续督导保荐 机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所上市公司自律 监管指引第 13 号——保荐业务》的要求，保荐机构对新乡化纤的董事、高级管 理人员等相关人员进行了培训。现将培训情况汇报如下： 一、培训的基本情况 培训时间：2025 年 11 月 25 日 （以下无正文） 本页无正文，为《平安证券股份有限公司关于新乡化纤股份有限公司 2025 年度 持续督导培训工作报告》之签署页 保荐代表人： 周协 杨惠元 平安证券股份有限公司 保荐机构根据《中华人民共和国公司法》《中华人民共和国证券法》《深圳 证券交易所股票上市规则》《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》以及其 ...

平安证券股份有限公司 | （2）查阅公司信息披露制度、投资者管理制度、投资者关系管理档案等； | | | --- | --- | | （3）查阅信息披露的相关支持文件。 | | | 1.公司已披露的公告与实际情况是否一致 | √ | | 2.公司已披露的内容是否完整 | √ | | 3.公司已披露事项是否未发生重大变化或者取得重 | √ | | 要进展 | | | 4.是否不存在应予披露而未披露的重大事项 | √ | | 5.重大信息的传递、披露流程、保密情况等是否符合 | √ | | 公司信息披露管理制度的相关规定 | | | 6.投资者关系活动记录表是否及时在本所互动易网 | √ | | 站刊载 | | | （四）保护公司利益不受侵害长效机制的建立和执 | | | 行情况 | | | 现场检查手段： | | | （1）取得关联交易、对外担保等制度文件； | | | （2）查阅定期报告、关联交易明细、对外担保情况； | | | （3）查阅关联交易、对外担保相关审议程序以及信息披露文件等； | | | （4）抽查大额交易合同、大额资金往来凭证。 | | | 1.是否建立了防止控股股东、实际控制人及其关联人 | ...

Summary of Conference Call Notes Industry Overview - The viscose filament market is currently balanced in supply and demand, with stable prices benefiting from increased demand driven by the new national style. It is expected that there will be an annual demand increase of 10,000 to 20,000 tons over the next 3-5 years, allowing the industry to maintain high operational levels [2][3] - The spandex industry is nearing the end of market clearing, with a year-on-year sales growth of 17.8% in the first three quarters of 2025. Prices are stable, and gross margins are at breakeven [2][4] Key Points on Spandex Industry - New spandex capacity additions are close to completion, with very few new capacities expected in 2026 and almost none in 2027. The industry is cautious about new supply [2][6] - Current spandex prices are around 23,000 RMB per ton, down from 24,000-25,000 RMB earlier in the year. Some companies are facing significant operational pressures, such as Xiaoxin Chemical, which has a high debt ratio of 175% [2][7] - The average industry operating rate is between 70% and 80%, with a clear differentiation between leading and trailing companies. Leading companies maintain high operating rates, while trailing companies face greater operational pressures [2][9][10] - The growth in spandex demand is primarily driven by increased penetration in the textile industry, which currently stands at only 1.7%. There is significant room for growth, with a long-term expectation of 8% annual demand growth [2][12] Company Performance - The company reported an 18% year-on-year sales growth, outperforming third-party statistics, as customers prefer products from leading companies. However, gross margins are nearly flat, and net profit may incur a loss of around 500 RMB [2][13][15] - The company is currently operating at full capacity, similar to Huafeng, and is responding to market demand with stable pricing strategies. However, rising costs due to the withdrawal of government subsidies for utilities are a concern [2][11] Future Plans and Projects - The company is in the early stages of the mushroom grass pulp project, with an expected increase in planting area by 20,000 to 30,000 mu annually over the next 3-5 years, which will help reduce raw material costs [2][5][21] - The company has paused a 30,000-ton capacity expansion due to strict air quality controls but plans to build new capacity in Xinjiang as a contingency [2][16] - The company’s inventory level is approximately 25 days, which is lower than the industry average of 35 days, indicating strong global demand growth [2][23] - The strategic focus for 2026 will be on mushroom grass planting, with cautious expansion in spandex production contingent on clear market signals [2][24] Additional Insights - The viscose filament market is expected to remain stable in terms of price and volume in 2026, with no significant fluctuations anticipated [2][17] - The impact of US-China trade relations on viscose filament exports is limited, as the market has already begun replenishing stock since 2024 [2][18][19] - The company is collaborating with brands like Jie Rou, Hong Dou, and Qi Pi Lang for the mushroom grass project, although expansion is currently limited by agricultural planting area [2][20][22]

Market Overview - The chemical fiber sector increased by 1.08% on November 27, with Huilong New Materials leading the gains [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Huilong New Materials (301057) closed at 29.65, up 7.86% with a trading volume of 59,100 shares and a transaction value of 174 million [1] - New Fengming (603225) closed at 17.28, up 5.75% with a trading volume of 196,100 shares and a transaction value of 333 million [1] - Xinxiang Chemical Fiber (000949) closed at 4.58, up 2.92% with a trading volume of 536,400 shares and a transaction value of 244 million [1] - Other notable stocks include: - Caidi Industrial (603073) up 2.23% - Budweiser (601113) up 2.06% - Hengshen New Materials (000782) up 1.93% [1] Capital Flow - The chemical fiber sector saw a net inflow of 22.07 million from institutional investors, while retail investors experienced a net inflow of 1.61 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors showing more confidence compared to retail investors [2] Individual Stock Capital Flow - Xinxiang Chemical Fiber had a net inflow of 39.34 million from institutional investors, while it faced a net outflow of 20.51 million from speculative funds [3] - Huilong New Materials experienced a net inflow of 16.84 million from institutional investors, with a net outflow of 7.09 million from speculative funds [3] - New Fengming had a net inflow of 9.51 million from institutional investors, but a net outflow of 19.19 million from retail investors [3]