自2026年2月5日（含）起，投资人通过利得基金（www.leadfund.com.cn）申购、定投、转换本公司旗 下基金，申购、定投、转换费率实行最低1折优惠。若原申购、定投、转换费率为固定费用的，则按固 定费用执行，不享有费率折扣。（具体折扣比例以利得基金页面公示为准） 具体实施费率优惠的结束时间及优惠措施以利得基金安排为准。 三、投资者可通过以下途径咨询有关详情 风险提示： 本公司承诺以诚实信用、勤勉尽责为原则，管理和运用基金资产，但不保证基金一定盈利，也不保证最 低收益。基金的过往业绩及其净值高低并不预示其未来业绩表现。本公司提醒投资者，投资基金前应认 真阅读基金的《基金合同》《招募说明书》等法律文件，了解基金的风险收益特征，并根据自身的投资 目的、投资期限、投资经验、资产状况等判断基金是否与投资者的风险承受能力相适应。敬请投资者注 意投资风险。 根据凯石基金管理有限公司（以下简称"本公司"）与上海利得基金销售有限公司（以下简称"利得基 金"）签署的销售服务协议，自2026年2月5日起，投资者可通过利得基金办理本公司旗下部分基金的账 户申购、定投、赎回、转换等业务。 一、适用基金 ■ 二、费率优惠活动 ...

化纤油剂是纤维生产不可或缺的的核心助剂，其性能直接影响纤维的质量、加工稳定性及最终应用效果。不同纤维对应不同的油剂体系。我国涤纶纤 维产量稳居高位，带动涤纶化纤油剂需求旺盛，其中高端工业丝油剂技术壁垒高、配方体系复杂，国产化率不足10%，国内厂商长期存在卡脖子问 题。 【DT新材料】 获悉， 1月26日， 海利得 公告称，公司拟投资设立全资子公司 建设 年产液晶聚芳酯（LCP）6,000吨、化纤油剂10,000吨的生产规 模项目， 总投资估算约为52,671.87万元，资金来源为公司自筹资金。 新公司拟为 浙江海利得化学有限公司 ， 注册资本2亿元人民币，位于浙江省嘉兴市海宁市黄湾镇海市路87号，建设期三年，形成年产液晶聚芳酯 （LCP）6,000吨（分两期建设,每期3,000吨）、化纤油剂10,000吨的生产规模，同时配套建设各类产品的中试装置，逐步实现产业化。 海利得 成立于2001年，聚焦涤纶工业丝、塑胶材料与轮胎帘子布三大产业，是全球涤纶工业丝差异化龙头——安全带丝、安全气囊丝全球市占率分 别达33%和65%，客户涵盖米其林等一线品牌。 此外，公司 已实现PPS长丝销售。 FINE 2026 × Ca ...

海利得机构调研报告 调研日期: 2026-01-28 目录 一、调研基本情况 二、调研接待对象 三、主要调研内容 发现报告整理制作 fxbaogao.com 浙江海利得新材料股份有限公司成立于2001年,是一家集科研、生产、销售为一体的国家重点高新技术企业。公司主营产品包括聚酯切片、涤纶工业丝 、轮胎帘子布、数码喷绘材料、涂层材料、装饰材料、石塑地板等,产品远销海内外80余个国家和地区。经过10多年的发展,公司已成为全球领先的产品 与服务提供商之一。公司拥有优秀的中高端人才团队,依托省级"重点企业研究院",在技术研发方面表现卓越。公司致力于涤纶工业丝、塑胶材料、 轮胎帘子布和石塑地板四大产业基地建设,在专业领域内,打造成为全球领先的产品与服务提供商。 调研基本情况 | | 基本资料 | | 海利得董事长,高管团队 | | --- | --- | --- | --- | | 公告日期 | 2026-01-28 | 上市公司接待人员 | | | 接待时间起始 | 2026-01-28 | 接待时间截止 | | | 接待方式 | 特定对象调研,现场参观 | 接待地点 | 公司研究院 | 发现报告整理制作 fxbao ...

Core Viewpoint - The company is focusing on external investments through industrial funds, targeting high-quality resources in the upstream and downstream of new materials that align with its strategic positioning [1] Group 1: Investment Strategy - The company has invested in startups related to high-performance fibers and life health, creating a reserve of technology and industrial synergy [1] - Future plans will concentrate on three main areas: advanced materials, fine chemicals, and life health [1] Group 2: Strategic Focus - The company will continue to strategically invest in cutting-edge technologies to cultivate new growth drivers [1]

Core Viewpoint - The company announced the establishment of a wholly-owned subsidiary to implement industrialization projects for spinning oil agents and LCP resin [1] Group 1 - The company will hold the seventh meeting of the ninth board of directors on January 24, 2026, to review the investment proposal [1] - The subsidiary will be set up in the Haining Economic Development Zone (Jianshan) Chemical New Materials Park [1] - The company has completed the registration of the wholly-owned subsidiary and obtained a business license [1]

（编辑 王雪儿） 证券日报网1月28日讯 ，海利得在接受调研者提问时表示，新材料方面的项目均在有序推进中，重点拓 展高性能纤维在复合材料、氢能等领域的应用开发。其中，PPS长丝实现批量销售的同时，开发在制氢 隔膜领域的应用并进行小批量测试；LCP复丝有多个小批量订单；PEEK纤维处于客户送样阶段；通讯 电子材料LCP膜的后处理以及FCCL产线的产线搭建已完成；公司研发工作以纤维形态产品为技术突破 口，集中展现公司在新材料领域的创新能力，同时在精细化学品领域亦取得阶段性进展，致力于实现进 口替代并有效降低生产成本。 ...

Core Viewpoint - The company is expanding its production capacity in Vietnam, focusing on polyester industrial yarn and tire cord fabric, with plans to meet global demand from overseas factories [1] Group 1: Production Expansion - The Vietnam base is currently focused on expanding production capacity for polyester industrial yarn and tire cord fabric [1] - The capacity construction is progressing as planned, with new capacity aimed at matching the needs of global enterprises [1] - The company expects to gradually complete the capacity construction in the next 2-3 years, forming a dual-base capacity layout of "domestic + Vietnam" [1] Group 2: Supply Chain Enhancement - The new production capacity will also include supporting polyester chips, enhancing the global supply chain response capability [1]

Group 1 - The core viewpoint of the article highlights the collaboration between the company and Donghua University to establish a joint innovation center, which signifies the deep integration of academic research capabilities and practical enterprise abilities [1] - This partnership aims to enhance the company's core competitiveness in high-end new materials innovation and development, while also promoting the social application of Donghua University's research outcomes [1] - The joint innovation center will focus on cutting-edge directions in industrial new materials, creating a comprehensive innovation system from basic research to industrial application, addressing the issue of domestic substitution in the industry, and cultivating talents with both research and industrial capabilities [1]

（记者 王晓波） 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 每经AI快讯，海利得发布公告称，2026年1月28日，海利得接受中金证券等投资者调研，公司董事长及 高管团队参与接待，并回答了投资者提出的问题。 ...

Group 1 - The core viewpoint of the article highlights that Zhejiang Hailide New Materials Co., Ltd. is undergoing a transformation from traditional manufacturing to technology-driven manufacturing, focusing on R&D breakthroughs and strategic planning over a five-year cycle [3][4]. - The company hosted a specific object research and site visit event on January 28, 2026, attended by 44 institutions including major securities and fund companies [1][2]. Group 2 - The chairman emphasized that the company is advancing its transformation through global layout, continuous high investment in research, and the establishment of design and equipment departments, aiming for a synchronized development with national growth [3]. - Key projects in new materials are progressing as planned, with a focus on high-performance fibers for applications in composite materials and hydrogen energy [4]. - The company has achieved batch sales of PPS long fibers and is testing their application in hydrogen membrane production, while also receiving multiple small batch orders for LCP fibers [4]. Group 3 - The company has a competitive advantage in high-performance fibers based on four aspects: deep technical accumulation, industry chain collaboration, customer certification, and a robust R&D system [4]. - The Vietnam base is expected to complete capacity construction in 2-3 years, forming a "dual-base" layout to mitigate trade risks and enhance global supply chain responsiveness [4]. - The increasing penetration of domestic new energy vehicles is expected to boost demand for safety belt and airbag fibers, with the company’s products already certified by several new energy vehicle manufacturers [5].