二、担保的进展情况 2026 年 1 月 27 日，公司与中国民生银行股份有限公司嘉兴分行（以下简称"民 生银行"）签订《最高额保证合同》（编号：公高保字第 ZHHT25000184419001 号）， 约定公司为海宁海利得纤维科技有限公司与民生银行签订的《综合授信合同》与该合 同项下发生的具体业务合同、用款申请书及借款凭证等债权凭证或电子数据共同构成 的主合同提供不超过人民币 15,000 万元的连带责任担保。 上述担保事项与董事会审议的情况一致，本次担保额度在公司董事会、股东会审 议批准的额度范围内。 证券代码：002206 证券简称：海利得 公告编号：2026-010 浙江海利得新材料股份有限公司 关于为子公司授信额度内贷款提供担保的进展公告 本公司及全体董事会成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 特别提示： 本次接受担保的子公司海宁海利得纤维科技有限公司（以下简称"纤维公司"） 的资产负债率超过 70%，敬请投资者注意相关风险。 一、对外担保情况概述 浙江海利得新材料股份有限公司（以下简称"公司"）分别于 2025 年 4 月 1 日 召开第八届董事会第二十 ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].

格隆汇2月13日丨海利得(002206.SZ)在投资者互动平台表示，公司反射膜材料目前暂未延展到太空光伏 领域。 ...

Core Viewpoint - The company is actively engaging in capital operations and business developments, including investments and projected profit growth driven by product margin improvements and international expansion efforts [1][2][3][4][5]. Group 1: Capital Operations - The company plans to invest CNY 297 million in Qingluan Venture Capital Partnership, increasing the fund's total size to CNY 500 million, with the company committing up to CNY 495 million, representing 99% of the fund [1]. Group 2: Financial Performance - The company expects a net profit of CNY 500 million to CNY 540 million for the fiscal year 2025, reflecting a year-on-year growth of 21.78% to 31.53%, primarily due to improved margins in industrial yarn and tire fabric products, as well as profitability enhancements from its subsidiary in Vietnam [2]. Group 3: Project Development - The company announced plans to invest approximately CNY 527 million in the industrialization of spinning oil agents and LCP resin projects, aiming to achieve an annual production capacity of 6,000 tons of LCP and 10,000 tons of chemical fiber oil agents to enter the high-end materials market [3]. Group 4: Institutional Research - Notable private equity firm Jinding Capital conducted research on the company, which revealed that the company is advancing the R&D of new materials such as PPS and LCP, while focusing on a dual-base layout in both domestic and Vietnam markets [4]. Group 5: Strategic Advancement - The company indicated that its capital expenditures over the next three years will prioritize overseas capacity expansion (such as the Vietnam base) and the industrialization of new materials to enhance global supply chain capabilities [5].

Group 1 - The company has invested 45 million yuan in Shanghai Volant Aerospace Technology Co., Ltd., acquiring a 1.1% stake [2] - The investment focuses on industrial synergy, particularly in high-performance fiber products for composite materials applicable in aircraft manufacturing [2] - There is potential for collaboration between the company and Volant due to the alignment of their business developments [2]

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 chemical fiber sector experienced a significant upward movement, with Sanfangxiang reaching the daily limit increase [1] - Other companies such as Xin Fengming, Tongkun Co., Jilin Chemical Fiber, Hailide, and Taihe New Materials also saw gains [1]

（文章来源：证券日报） 证券日报网讯 2月10日，海利得在互动平台回答投资者提问时表示，截至1月31日，公司股东人数为 32000多户。 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released a public list of green factories and green industrial parks for the year 2025, highlighting the importance of sustainable development in the manufacturing sector [2]. Group 1: Green Factories and Industrial Parks - The list includes newly cultivated green factories and industrial parks, as well as those undergoing dynamic management adjustments, which were recommended by provincial industrial and information departments and reviewed by experts [4]. - Notable companies included in the list are Beijing Haibo Sichuang Technology Co., Ltd., Envision Energy Technology (Jiangsu) Co., Ltd., and Honeycomb Energy Technology Co., Ltd. [3][4]. Group 2: Contact Information and Public Notice - The public notice period for the list is from February 5, 2026, to February 19, 2026, during which any objections can be submitted to the MIIT [5]. - The contact unit for inquiries is the Energy Conservation and Comprehensive Utilization Department of the MIIT, with a provided contact number for further communication [5].

Core Viewpoint - Hailede (002206.SZ) is expected to achieve a profit of 500 million to 540 million in 2025, representing a year-on-year growth of 21.78% to 31.53%, which is impressive given the overall pressure in the chemical industry [3]. Group 1 - The company is not in a trendy sector like lithium batteries or semiconductors, but is a traditional chemical fiber company primarily known for polyester [3]. - Polyester, as the largest synthetic fiber in global production, is often perceived as a bulk and conventional product, leading to a notion of "involution" in the market [3]. Group 2 - The significant profit growth and scale achieved by Hailede stand out particularly in the context of the current challenges faced by the chemical industry [3].