Core Viewpoint - Taihe New Materials (002254) announced that its subsidiary, Yantai Minshida Special Paper Co., Ltd. (stock code "920394"), disclosed its Q3 2025 report, showing significant growth in revenue and net profit [1] Financial Performance - For the first three quarters, Minshida achieved operating revenue of 343 million yuan, representing a year-on-year increase of 21.77% [1] - The net profit attributable to shareholders of the listed company was 91.17 million yuan, reflecting a year-on-year growth of 28.88% [1] - Basic earnings per share stood at 0.62 yuan per share [1]

单位：元 | | | | 报告期末比上 | | --- | --- | --- | --- | | | 报告期末 | 上年期末 | 年期末增减比 | | | | | 例% | | 资产总计 | 1,018,290,223.70 | 980,153,040.30 | 3.89% | | 归属于上市公司股东的净资产 | 776,371,185.41 | 716,132,703.71 | 8.41% | | 资产负债率%（母公司） | 21.03% | 24.29% | - | | 资产负债率%（合并） | 22.03% | 24.99% | - | 临时公告：2025-071 证券代码：002254 股票简称：泰和新材 公告编号：2025-071 泰和新材集团股份有限公司关于控股子公司 民士达披露 2025 年第三季度报告的提示性公告 根据相关规定，公司控股子公司烟台民士达特种纸业股份有限公司（以下简 称"民士达"，证券代码"920394"）于 2025 年 10 月 16 日在北京证券交易所披 露了《2025 年第三季度报告》，主要财务数据如下： 董 事 会 2025 年 10 月 17 日 2 | | | 年 ...

Core Viewpoint - Taihe New Materials (002254.SZ) has successfully commenced bulk supply of its aramid diaphragm products to certain automotive companies for their batteries [1] Group 1 - The company has confirmed that its aramid diaphragm products are now being supplied in large quantities [1] - The supply is directed towards the battery sector of specific automotive manufacturers [1]

Core Insights - Taihe New Materials has announced that its aramid diaphragm products have begun bulk supply to certain automotive companies' batteries [1] Company Summary - Taihe New Materials is actively supplying its aramid diaphragm products to the battery sector, indicating a strategic move to penetrate the automotive market [1]

Market Overview - The chemical fiber sector experienced a decline of 1.72% on October 13, with Baogudi leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Notable gainers in the chemical fiber sector included: - Zhongfu Shenying (688295) with a closing price of 28.58, up 3.33% [1] - Hengtian Hailong (000677) at 5.17, up 3.19% [1] - Hengshen New Materials (000782) at 6.16, up 3.18% [1] - Major decliners included: - Baogudi (300905) at 37.83, down 5.07% [2] - Leixiu Chemical (002064) at 9.17, down 4.97% [2] - Xin Fengming (603225) at 16.16, down 4.21% [2] Capital Flow - The chemical fiber sector saw a net outflow of 63.995 million yuan from institutional investors, while retail investors contributed a net inflow of 124 million yuan [2] - The capital flow for specific stocks showed: - Xin Fengming (603225) with a net outflow of 29.5311 million yuan from institutional investors [3] - Tianfulong (603406) had a net inflow of 22.1812 million yuan from institutional investors [3] - Wanhui High-tech (600063) recorded a net inflow of 18.8015 million yuan from retail investors [3]

【DT新材料】 获悉， 近日， 泰和新材 在公开平台披露手机散热领域的重要进展。公司明确表示，与之前提及的手机用散热膜与芳纶导热膜并非同一 产品，公司正在开发的是以 POD（聚噁二唑） 为基材的高性能导热膜材料，在电子设备散热领域有广泛应用， 项目目前已进入 中试阶段 。 聚噁二唑（POD） 是一类重要的功能型杂环聚合物，其主链中刚性共轭杂环的存在使其具有优异的热和机械性能、独特的电子和光物理性质、高化学 稳定性和刺激响应特性等，在化学传感材料、耐高温材料、气体分离、燃料电池、电子和质子传输材料等领域都有广泛应用。 然而，POD的传统合成方法往往需要在脱水剂或催化剂的存在下，在高温下发生聚酰亚胺的生成和环化脱水反应，这些方法不仅原料种类有限或毒性 较大、操作较为复杂，而且聚合产物中可能存在未环化完全的聚酰亚胺结构缺陷。 合成上的困难极大地限制了POD材料的结构多样性及更多功能应用 当前，智能手机早已不只是通讯工具，而是集 高性能计算、AI 推理、超高清影像处理、游戏娱乐 于一身的移动终端。随着算力需求持续攀升，处理 器功耗和热量输出也不断增加。 多年来，手机及消费电子散热多以被动方式为主，从早期的 天然石墨片 ...

证券日报网讯泰和新材（002254）10月10日在互动平台回答投资者提问时表示，截至2025年9月30日， 持有公司股票的账户共有42000多户。 ...

Core Viewpoint - Taihe New Materials has experienced a stock price increase of 7.90% year-to-date, with a recent rise of 3.59% over the past five trading days, indicating a positive market sentiment despite a decline of 4.27% over the last 60 days [2] Company Overview - Taihe New Materials Co., Ltd. is located in Yantai Economic and Technological Development Zone, Shandong Province, and was established on May 20, 1993, with its listing date on June 25, 2008 [2] - The company specializes in the development, manufacturing, and sales of spandex and aramid fiber products, with its main business revenue composition being 61.46% from security and information and new energy products, 37.72% from advanced textiles, and 0.82% from other sources [2] Financial Performance - For the first half of 2025, Taihe New Materials reported a revenue of 1.903 billion yuan, a year-on-year decrease of 2.48%, and a net profit attributable to shareholders of 26.341 million yuan, down 77.58% year-on-year [2] - The company has distributed a total of 2.188 billion yuan in dividends since its A-share listing, with 559 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Taihe New Materials was 42,000, with an average of 19,495 circulating shares per person [2] - Notable shareholders include the Southern CSI 1000 ETF, which holds 5.575 million shares, and Hong Kong Central Clearing Limited, which holds 5.408 million shares, having decreased its holdings by 588,900 shares compared to the previous period [3]

Core Insights - The article discusses the growth and current status of China's synthetic fiber industry, highlighting production statistics and future trends [1] Industry Overview - In August 2025, China's synthetic fiber production reached 6.8 million tons, marking a year-on-year increase of 7.5% [1] - From January to August 2025, the cumulative production of synthetic fibers in China was 52.773 million tons, reflecting a cumulative growth of 5.7% [1] Companies Mentioned - The article lists several companies involved in the synthetic fiber industry, including Hengyi Petrochemical, Rongsheng Petrochemical, Xin Fengming, Tongkun Co., Hengli Petrochemical, Jilin Chemical Fiber, Huafeng Chemical, Aoyang Health, Taihe New Materials, and Jiangnan High Fiber [1] Research Report - The insights are based on a report by Zhiyan Consulting titled "2025-2031 China Synthetic Fiber Industry Market Status Investigation and Development Trend Judgment Report" [1]

Core Viewpoint - The local manufacturing industry in Yantai is showcasing its strength through significant sponsorship of local sports events, particularly the Shandong Qilu Football Super League matches, highlighting the community's support for sports and the economy [1][3][9]. Sponsorship and Support - Over 40 local enterprises have contributed nearly 10 million yuan in sponsorship funds and materials, setting a new record for football event sponsorship in Yantai [3][5]. - The sponsorship structure includes 10 senior sponsors, 11 intermediate sponsors, 10 junior sponsors, and 11 ordinary sponsors, reflecting strong local business support for sports [3][5]. - Notable sponsors include Yantai Bank as the main sponsor, along with leading companies such as Nanshan Holdings, Penglai Pavilion Scenic Area, and Wanhua Chemical [3][5][6]. Industry Representation - The sponsors represent a wide array of industries, including chemical materials, intelligent manufacturing, and emerging commercial aerospace, showcasing the diversity and strength of Yantai's manufacturing sector [5][6]. - Yantai Bank's strategic partnership with the local sports bureau aims to leverage financial innovation to address challenges in sports development, indicating a commitment to community engagement [5][6]. Economic Impact - Yantai has cultivated a robust manufacturing ecosystem, with 136 national specialized small giants and 24 single champions, ranking among the top three in the province [8]. - The city's advanced manufacturing sector is projected to grow, with significant projects like Yulong Island Refining and Weichai Fudi New Energy contributing to a complete industrial chain from basic materials to high-end equipment [9]. - The local economy's resilience is demonstrated by a 12.6% year-on-year growth in six major industries, which account for 83.2% of the industrial output [9].