证券日报网讯1月12日，泰和新材（002254）在互动平台回答投资者提问时表示，持有公司股票的账户 数量较三季度公开数据增减变动未超过10%。 ...

21智讯01月12日电，泰和新材在投资者关系活动中表示，公司芳纶涂覆隔膜已有产线投入生产并实现订 单交付，产品应用于算力中心备用电源等领域，2026年该产品出货量预计将有所提升。 ...

Group 1 - The chemical fiber sector experienced a rise of 0.95% on January 12, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Notable gainers in the chemical fiber sector included Jilin Qigu, which rose by 11.03% to a closing price of 20.14, and Zhongfu Shenying, which increased by 7.71% to 35.36 [1] Group 2 - The chemical fiber sector saw a net outflow of 180 million yuan from main funds, while retail investors contributed a net inflow of 271 million yuan [2] - The trading volume for Jilin Carbon Valley was 349,300 shares, with a transaction value of 672 million yuan, indicating strong investor interest [1][2] - The stock performance of other companies in the sector varied, with some experiencing declines, such as Montai High-tech, which fell by 7.82% to 32.05 [2] Group 3 - Jilin Carbon Valley had a main fund net inflow of 43.32 million yuan, while retail investors showed a net outflow of 834,500 yuan [3] - The main fund net inflow for Sanfangxiang was 33.51 million yuan, but retail investors faced a net outflow of 25.85 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types within the chemical fiber sector [3]

投资者关系活动记录表 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 西部证券 刘小龙 时间 2026 年 1 月 12 日 地点 公司会议室 上市公司接待人 员 董事会秘书董旭海、董事会办公室人员 投资者关系活动 主要内容介绍 投资者：氨纶情况？ 答：氨纶的底部基本确认了，行业中有经营困难和计划要退 出的企业，对市场的影响还得继续观察。 投资者：公司产品在航天的应用主要是芳纶纸吗？ 答：主要是芳纶纸。 投资者：主要用在哪方面？ 答：整流罩等方面。 投资者：在这一领域的价格怎样? 答：在芳纶蜂窝领域的价格要稍微贵一些，性能要求不同。 投资者：主要是供应哪里？ 答：供应芳纶蜂窝生产厂家。 投资者：氨纶的情况？ 答：2025 年同比有所减亏，2026 年这一趋势预计还会继续。 1 投资者关系活动记录表 证券代码：002254 证券简称：泰和新材 泰和新材集团股份有限公司 投资者关系活动记录表 编号：2026-009 | | 投资者：减亏的主要原因是什么？ | | --- | --- | | | 答：主要是公司内部 ...

Core Viewpoint - The report highlights the growth trends in China's synthetic fiber industry, indicating a production increase and providing insights into market dynamics from 2026 to 2032 [1] Industry Overview - In November 2025, China's synthetic fiber production reached 6.88 million tons, reflecting a year-on-year growth of 5.7% [1] - From January to November 2025, the cumulative production of synthetic fibers in China was 72.404 million tons, with a cumulative growth rate of 4.9% [1] Companies Mentioned - The report lists several key companies in the synthetic fiber sector, 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 and Consulting - The insights are derived from a report by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in providing in-depth industry research reports, business plans, feasibility studies, and customized services [1]

证券日报网讯1月8日，泰和新材（002254）发布公告称，目前公司及控股子公司均不存在因逾期担保、 涉及诉讼的担保及因担保被判决败诉而应承担的损失的情况。 ...

泰和新材公告称，公司近日和国开行宁夏分行签订《保证合同》，为控股子公司宁东泰和新材最高担保 2836.8万元，主合同借款金额3600万元，期限1年（2026年1月12日至2027年1月11日），保证方式为连 带责任保证。截至2025年9月30日，宁东泰和新材营收9.30亿元，净利润-2.21亿元。截至公告披露日， 公司（含控股子公司）对控股子公司担保余额14.35亿元，占最近一期经审计净资产的20.24%，无逾期 担保等情况。 ...

临时公告：2026-001 证券代码：002254 股票简称：泰和新材 公告编号：2026-001 泰和新材集团股份有限公司 关于为控股子公司宁东泰和新材担保的进展公告 特别提示： 本次担保的被担保对象宁夏宁东泰和新材有限公司的资产负债率超过 70%， 请投资者充分关注担保风险。 一、基本情况 泰和新材集团股份有限公司（以下简称"公司"）分别于 2025 年 4 月 17 日及 2025 年 5 月 12 日召开了第十一届董事会第十三次会议和 2024 年度股东大 会，会议审议通过了《关于公司及子公司 2025 年度担保计划的议案》，同意公 司为控股子公司宁夏宁东泰和新材有限公司（以下简称"宁东泰和新材"）提供 不超过 10 亿元的累计最高担保限额，为所有控股子公司的累计最高担保额度不 超过人民币 31.78 亿元。自股东大会通过本议案起 12 个月内，公司对控股子公 司担保的累计有效余额总额（即任一时点的担保余额）不得超过上述最高担保限 额总额。持有上述公司股权的其他控股子公司，可以根据各自的持股比例为上述 公司提供担保，并履行各自的内部决策程序。 行"）签订了《保证合同》（合同编号：64102025011 ...

Group 1 - The chemical fiber sector experienced a slight increase of 0.11% on January 7, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Notable gainers in the chemical fiber sector included Jilin Qigu, which rose by 5.63% to a closing price of 18.02, and Taihe New Materials, which increased by 4.46% to 11.71 [1] Group 2 - The chemical fiber sector saw a net outflow of 214 million yuan from main funds, while retail funds had a net inflow of 25.27 million yuan [2] - The trading volume for Jilin Qigu was 281,000 shares, with a transaction value of 497 million yuan, indicating strong investor interest [1][2] - The overall market sentiment reflected mixed performances, with some stocks like Sanfangxiang and Haiyang Technology experiencing declines of 6.20% and 4.10%, respectively [2] Group 3 - Main fund inflows were observed in stocks like Xinxiang Chemical Fiber, which had a net inflow of 36.42 million yuan, and Nanjing Chemical Fiber with 16.69 million yuan [3] - Retail investors showed a negative sentiment towards several stocks, with significant outflows from Xinxiang Chemical Fiber and Nanjing Chemical Fiber, indicating potential concerns among smaller investors [3] - The overall trading dynamics suggest a cautious approach among investors, with main funds favoring certain stocks while retail investors exhibited mixed reactions [3]

Group 1: Cost and Quality Improvement - The main goal of the spandex transformation is to improve quality rather than just reduce costs. The previous production facility in Yantai had lower capacity but unique products, while the new facility in Ningxia faced quality fluctuations. The company aims to complete improvements by mid-2026, which will enhance quality and efficiency, ultimately reducing losses [2][3]. - Current production costs are high due to low operational rates and quality issues. As quality improves, costs are expected to decrease, and there is potential for price increases based on market reputation [3][4]. Group 2: Market Dynamics and Demand - Spandex demand has historically grown at an average rate of around 10% per year, but fluctuations can occur based on market conditions. The company does not foresee any explosive growth in 2025 [3][4]. - Exports of spandex account for less than 10% of total production, primarily to neighboring countries. The company aims to increase exports but faces challenges due to local industry protection and tariffs [4]. Group 3: Product Segmentation and Pricing - The company has a significant market share in domestic aramid fibers, with approximately 60-70% for meta-aramid and 50-60% for para-aramid. However, pricing pressures are evident, and the market is competitive [4][5]. - The demand for aramid paper is expected to grow, driven by sectors like power grid upgrades and commercial aviation, with potential for double-digit growth primarily in volume rather than price [5][6]. Group 4: Future Strategies and Innovations - The company is exploring new business solutions, including safety products and digital printing technologies, aiming to create a closed-loop supply chain with clothing brands [6]. - Long-term goals include increasing international market share, particularly in the aramid sector, with aspirations to become a global leader. There may be plans for overseas production facilities in the future [6].