证券日报网讯泰和新材（002254）10月23日在互动平台回答投资者提问时表示，公司不直接从事匹克球 拍的生产，但通过方案设计、品牌运营、产品代工等方式参与其中。具体情况如下：1.原料端，泰和新 材生产的芳纶纤维及控股子公司民士达生产的蜂窝用芳纶纸分别应用于匹克球高端球拍的拍面及拍芯， 目前已实现订单批量交付，且客户反馈性能超过预期，目前与国内多个运动品牌沟通合作。2.品牌端， 民士达公司完成匹克球艾维塔商标注册和专利申请，目前已与多个高校、俱乐部达成合作关系并形成销 量。 ...

证券之星消息，10月23日化学纤维板块较上一交易日上涨0.85%，蒙泰高新领涨。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。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) | | --- | --- | --- | --- | --- | --- | | 300876 | 蒙泰高新 | 33.89 | 7.45% | 6.76万 | 2.28亿 | | 603225 | 新凤鸣 | 15.81 | 5.05% | 19.42万 | 3.02亿 | | 002254 | 泰和新材 | 10.12 | 2.64% | - 13.21万 | 1.32亿 | | 000677 | 恒天海龙 | 5.29 | 2.12% | 18.20万 | 9486.52万 | | 002206 | 海利得 | 6.21 | 1.97% | 17.79万 | 260'T | | 000936 | रूखासिस | 7.42 | 1.64% | 19.73万 | 1.45亿 | | 002064 | 华峰化学 | 8 ...

人民财讯10月23日电，泰和新材（002254）10月23日在互动平台表示，目前，公司正在布局机器人领域 用芳纶材料，相关情况如下：公司开发的芳纶防爆布，由高强度芳纶织物和无机织物组成，具有阻燃防 爆特性，为机器人电池防护构建安全屏障；公司开发的芳纶抗冲击复合材料，由高抗冲芳纶织物配合抗 冲击树脂及轻质金属材料组成，具有耐摩、高抗冲特性，可用于机器人外壳装备、传动部件等；公司子 公司生产的芳纶纸，可用于工业机器人的伺服电机、电感器的绝缘材料等；公司正在布局开发芳纶腱绳 材料，提升灵巧手的高效、灵活、高寿命特性。 ...

（记者 王晓波） 泰和新材（002254.SZ）10月23日在投资者互动平台表示，目前，公司正在布局机器人领域用芳纶材 料，相关情况如下： 1.公司开发的芳纶防爆布，由高强度芳纶织物和无机织物组成，具有阻燃防爆特 性，为机器人电池防护构建安全屏障； 2.公司开发的芳纶抗冲击复合材料，由高抗冲芳纶织物配合抗冲 击树脂及轻质金属材料组成，具有耐摩、高抗冲特性，可用于机器人外壳装备、传动部件等； 3.公司子 公司生产的芳纶纸，可用于工业机器人的伺服电机、电感器的绝缘材料等； 4.公司正在布局开发芳纶腱 绳材料，提升灵巧手的高效、灵活、高寿命特性。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司的产品有哪些能应用在机器人上，有没有机 器人公司来采购，如果没有，有没有这方面的研发？另外相关电池企业入股公司的事情有没有进度？ ...

证券日报网讯泰和新材（002254）10月22日在互动平台回答投资者提问时表示，截至2025年10月20日， 持有公司股票的账户共有41000多户。 ...

证券之星消息，10月20日化学纤维板块较上一交易日上涨0.62%，神马股份领涨。当日上证指数报收于 3863.89，上涨0.63%。深证成指报收于12813.21，上涨0.98%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600810 | 神马股份 | 10.57 | 4.45% | 54.84万 | | 5.70亿 | | 000949 | 新乡化纤 | 4.27 | 4.40% | 49.63万 | | 2.09亿 | | 300876 | 蒙泰尚新 | 27.69 | 3.59% | 2.34万 | 6513.40万 | | | 603073 | 彩蝶实业 | 17.55 | 2.09% | 1.45万 | 2519.38万 | | | 301057 | 汇隆新材 | 23.11 | 2.08% | 1.50万 | 3490.57万 | | | 600370 | 三房巷 | 2.04 | 2.00% | 22.28万 | 4507.46万 ...

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights a recovery opportunity at the bottom of the chemical cycle, particularly in the titanium dioxide sector, with major companies expanding globally and focusing on asset acquisitions [3][4]. - Global oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable with a projected global GDP growth of 2.8% [4][5]. - The report emphasizes the importance of various chemical chains, including textiles, agriculture, and exports, as well as the potential for recovery in profitability for titanium dioxide due to easing trade tensions and improved overseas real estate conditions [3][4]. Summary by Sections Industry Dynamics - Oil supply is anticipated to rise, with OPEC+ expected to increase production, while demand is stable but may slow due to tariffs [4]. - Coal prices are expected to stabilize at a low level, and natural gas exports from the U.S. are likely to increase, reducing import costs [4]. Chemical Product Prices and Trends - The report notes that the PPI for all industrial products fell by 2.3% year-on-year in September, indicating a narrowing decline compared to August [5]. - Manufacturing PMI rose to 49.8%, suggesting a continued recovery in manufacturing activity [5]. Investment Analysis - The report suggests focusing on four key areas for investment: textiles, agriculture, export-related chemicals, and sectors benefiting from reduced competition [3]. - Specific companies to watch include Lu Xi Chemical, Tongkun Co., and Huafeng Chemical in the textile chain, and various firms in the agricultural sector such as Hualu Hengsheng and Baofeng Energy [3][4]. Key Company Valuations - The report provides a valuation table for key companies, indicating their market capitalization and projected earnings for the coming years [14].

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights the global expansion of major titanium dioxide manufacturers, emphasizing the opportunity for industry recovery from the bottom of the cycle. The acquisition of Venator UK's titanium dioxide assets and the establishment of subsidiaries in Malaysia and the UK are key developments [4][5]. - The macroeconomic outlook for the chemical sector indicates stable oil demand despite a slight slowdown due to tariffs, with global GDP growth projected at 2.8%. The report also notes that coal prices are stabilizing and natural gas export facilities in the U.S. are expected to accelerate [4][5]. - The report suggests investment strategies across various sectors, including textiles, agriculture, and chemicals, with a focus on companies benefiting from the "anti-involution" policies [4][5]. Summary by Sections Industry Dynamics - The report discusses the current macroeconomic conditions affecting the chemical industry, including oil supply and demand dynamics, with a forecast of increased production from non-OPEC sources and stable global oil demand [5][6]. - It notes that the PPI for industrial products decreased by 2.3% year-on-year in September, indicating a stabilization in prices due to improved supply-demand structures [6]. Investment Analysis - The report recommends a diversified investment approach focusing on sectors such as textiles, agriculture, and export-oriented chemicals, highlighting specific companies for potential investment [4][18]. - Key materials for growth are identified, including semiconductor materials and packaging materials, with specific companies mentioned for each category [4][18]. Price Movements - The report provides detailed price movements for various chemical products, including titanium dioxide, fertilizers, and pesticides, indicating a mixed outlook with some prices stabilizing while others show slight declines [11][14][20]. - It highlights the impact of external factors such as raw material costs and international trade dynamics on pricing trends within the chemical sector [11][14].

证券日报网讯泰和新材10月17日在互动平台回答投资者提问时表示，公司正在规划如T2T材料、POD材 料、复合材料及基于安全场景的应用解决方案等。 （文章来源：证券日报） ...

Group 1: Corporate Leadership Changes - Fuyao Glass's chairman, Cao Dewang, has submitted his resignation but will continue to serve as a director and hold positions in some subsidiaries. His son, Cao Hui, has been elected as the new chairman [1] Group 2: Corporate Transactions - TBEA's subsidiary plans to acquire a 74.19% stake in Shuguang Cable for 946 million yuan to enhance its market share in high-end cable products [2] - Zhiguan Electric intends to purchase minority stakes in its subsidiary, Zhiguan Energy Storage, through a combination of share issuance and cash payment [5] - Yiyi Co. plans to invest 70.2 million yuan in a venture capital fund to strengthen its investment layout in the pet industry [6] Group 3: Corporate Performance - Rongzhi Rixin expects a net profit increase of 871.3% to 908.09% year-on-year for the first three quarters, driven by growth in the power, petrochemical, and non-ferrous industries [7] - Taihe New Materials' subsidiary, Minshida, reported a 28.88% increase in net profit year-on-year for the first three quarters [9] - Fuyao Glass reported a 28.93% increase in net profit year-on-year for the first three quarters, with a revenue growth of 17.62% [10] - Chunfeng Power's net profit increased by 30.89% year-on-year for the first three quarters, attributed to steady business growth [11] - Guobang Pharmaceutical's net profit grew by 23.17% year-on-year in the third quarter, despite a slight decline in revenue [12] - Tianan New Materials reported a 31.12% increase in net profit year-on-year for the third quarter, driven by growth in its subsidiaries [13] - Guangsheng Nonferrous expects to turn a profit in the first three quarters, with a projected net profit of 100 million to 130 million yuan, benefiting from rising rare earth market prices [14] - Aobi Zhongguang anticipates a net profit of approximately 108 million yuan for the first three quarters, marking a return to profitability [15] Group 4: Share Buybacks and Reductions - Jinchuan Group's shareholder, China Railway, plans to reduce its stake by up to 3% [16] - Yinlong Co.'s actual controller plans to reduce its stake by up to 1.96% [17] - Action Education's shareholders plan to collectively reduce their holdings by up to 230,000 shares [18] - Zhijiang Bio plans to repurchase shares worth between 60 million and 120 million yuan for employee stock ownership plans [19] Group 5: Significant Contracts - Buchang Pharmaceutical's subsidiary signed a technical service contract with WuXi AppTec for 10.8 million yuan, enhancing its drug development capabilities [20] - Zhongchao Holdings' subsidiary is involved in a national key project on new materials, focusing on high-temperature alloy casting [20]