ZHEJIANG UNIFULL INDUSTRIAL FIBRE CO.(002427)
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成本趋稳叠加内外需同步改善,化学纤维行业迎来基本面持续向好,政策赋能产业升级,龙头企业有望受益
Xin Lang Cai Jing· 2026-02-11 10:16
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]
化学纤维板块2月3日涨2.81%,尤夫股份领涨,主力资金净流出1.38亿元
Zheng Xing Xing Ye Ri Bao· 2026-02-03 08:56
Group 1 - The chemical fiber sector increased by 2.81% on February 3, with Youfu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the chemical fiber sector showed significant price increases, with Youfu Co., Ltd. rising by 6.60% to a closing price of 7.43 [1] Group 2 - The chemical fiber sector experienced a net outflow of 138 million yuan from institutional investors and 200 million yuan from speculative funds, while retail investors saw a net inflow of 339 million yuan [2] - The trading volume and turnover for various stocks in the sector varied, with Huafeng Chemical recording a turnover of 1.034 billion yuan [2] - The stock performance of individual companies showed mixed results, with some stocks like Nanjing Chemical Fiber declining by 1.18% [2] Group 3 - Major stocks like Youfu Co., Ltd. and Xin Fengming saw differing net inflows from institutional and retail investors, indicating varied investor sentiment [3] - Youfu Co., Ltd. had a net inflow of 23.86 million yuan from institutional investors, while retail investors showed a net outflow of 8.94 million yuan [3] - The overall market dynamics reflect a complex interaction between institutional, speculative, and retail investors within the chemical fiber sector [3]
尤夫股份:预计2025年净利润为2600万元-3900万元
Zheng Quan Ri Bao· 2026-01-30 15:31
(文章来源:证券日报) 证券日报网讯 1月30日,尤夫股份发布公告称,公司预计2025年度归属于上市公司股东的净利润为2, 600万元-3,900万元,上年同期为-2,693.57万元,实现扭亏为盈。 ...
化学纤维板块1月30日跌1.66%,华峰化学领跌,主力资金净流出3.88亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-30 08:54
Market Overview - The chemical fiber sector experienced a decline of 1.66% on January 30, with Huafeng Chemical leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable gainers in the chemical fiber sector included: - Hengshen New Materials (Code: 000782) with a closing price of 5.89, up 4.25% and a trading volume of 335,800 shares, totaling 197 million yuan [1] - Baolidi (Code: 300905) closed at 37.46, up 3.54% with a trading volume of 58,800 shares, totaling 217 million yuan [1] - Major decliners included: - Huafeng Chemical (Code: 002064) closed at 12.88, down 5.85% with a trading volume of 774,500 shares, totaling 26.67 million yuan [2] - Xinxiang Chemical Fiber (Code: 000949) closed at 7.27, down 3.84% with a trading volume of 985,300 shares, totaling 716 million yuan [2] Capital Flow - The chemical fiber sector saw a net outflow of 388 million yuan from main funds, while retail investors contributed a net inflow of 420 million yuan [2] - The capital flow for specific stocks showed: - Hengshen New Materials had a main fund net outflow of 12.99 million yuan, with retail inflow of 1.70 million yuan [3] - Sanfangxiang (Code: 600370) had a main fund net inflow of 7.65 million yuan, while retail outflow was 0.37 million yuan [3]
尤夫股份:预计2025年归属于上市公司股东的净利润2600万元~3900万元
Mei Ri Jing Ji Xin Wen· 2026-01-30 08:49
(记者 王晓波) 每经头条(nbdtoutiao)——核电建设热潮下,设备厂忙到"飞起"!订单已排至2028年,员工三班倒, 产线24小时不停 每经AI快讯,尤夫股份1月30日晚间发布业绩预告,预计2025年归属于上市公司股东的净利润2600万元 ~3900万元,同比扭亏为盈。基本每股收益0.03元~0.04元,上年同期基本每股收益-0.03元。业绩变动主 要原因是,报告期内,公司聚焦主业,通过调整产品结构及经营策略,深入推进降本增效,提升产品盈 利水平,总体毛利率较去年同期有所提升,公司实现扭亏为盈。 ...
尤夫股份(002427) - 2025 Q4 - 年度业绩预告
2026-01-30 08:20
证券代码:002427 证券简称:尤夫股份 公告编号:2026-003 浙江尤夫高新纤维股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 2、业绩预告情况:预计净利润为正值且属于扭亏为盈情形 单位:万元 | 项 目 | | 本报告期 | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 2,600 | ~ | 3,900 | -2,693.57 | | 扣除非经常性损益后的净利润 | 2,200 | ~ | 3,300 | -4,968.46 | | 基本每股收益(元/股) | 0.03 | ~ | 0.04 | -0.03 | 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计,公司与会计师事务所就业绩预告有关事项进行了预沟通, 双方不存在重大分歧,具体数据以审计结果为准。 三、业绩变动原因说明 报告期内,公司聚焦主业,通过调整产品结构及经营策略,深入推进降本增效,提升产品盈利水平, 总体毛利率较去年同期有所提升,公司实现扭亏为盈。 四、其他相关 ...
尤夫股份:1月28日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-28 10:35
每经AI快讯,尤夫股份1月28日晚间发布公告称,公司第六届第十次董事会会议于2026年1月28日在公 司会议室以现场结合通讯表决的形式召开。会议审议了《关于2026年度日常关联交易预计的议案》等文 件。 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 (记者 王晓波) ...
尤夫股份(002427) - 关于2026年度日常关联交易预计的公告
2026-01-28 10:31
证券代码:002427 证券简称:尤夫股份 公告编号:2026-002 (二)2026 年度预计日常关联交易类别和金额 公司(含下属全资/控股子公司)预计 2026 年与相关关联人发生日常关联交 易的情况如下: 浙江尤夫高新纤维股份有限公司 关于 2026 年度日常关联交易预计的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 一、日常关联交易基本情况 (一)日常关联交易概述 浙江尤夫高新纤维股份有限公司(以下简称"公司")及下属全资/控股子 公司根据日常生产经营需要,预计 2026 年度将与公司间接控股股东陕西煤业化 工集团有限责任公司(以下简称"陕煤集团")控股子公司陕西北元化工集团股 份有限公司(以下简称"北元集团")发生日常采购关联交易,总金额为人民币 1,000 万元。 本次关联交易在提交董事会审议前,已经第六届董事会独立董事专门会议 2026 年第一次会议审议通过。公司于 2026 年 1 月 28 日召开第六届董事会第十 次会议,审议通过了《关于 2026 年度日常关联交易预计的议案》,关联董事郭 麾先生、赵忠琦先生回避表决。 | 关联交易类 ...
尤夫股份(002427) - 第六届董事会第十次会议决议公告
2026-01-28 09:30
证券代码:002427 证券简称:尤夫股份 公告编号:2026-001 浙江尤夫高新纤维股份有限公司 公司独立董事专门会议 2026 年第一次会议对上述议案进行了前置审核,同 意提交董事会审议。 备注:具体公告详见《证券时报》和巨潮资讯网(http://www.cninfo.com.cn)。 特此公告。 浙江尤夫高新纤维股份有限公司董事会 2026 年 1 月 29 日 第六届董事会第十次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 浙江尤夫高新纤维股份有限公司(以下简称"公司")第六届董事会第十次 会议通知于 2026 年 1 月 23 日以电子邮件形式送达公司全体董事,会议于 2026 年 1 月 28 日在公司会议室以现场结合通讯表决的形式召开。本次会议应到董事 9 人,实到董事 9 人。本次会议的召集、召开及表决程序符合《中华人民共和国 公司法》等法律、法规规范性文件以及《公司章程》的有关规定。会议由董事长 郭麾先生主持,经与会董事认真审议,以记名投票方式逐项表决,作出如下决议: 1、审议并通过了《关于 2026 年度日常关联交易预计的 ...
化学纤维板块1月16日跌0.04%,尤夫股份领跌,主力资金净流入453.65万元
Zheng Xing Xing Ye Ri Bao· 2026-01-16 08:49
Group 1: Market Overview - The chemical fiber sector experienced a slight decline of 0.04% on January 16, with Youfu Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Group 2: Stock Performance - Notable gainers in the chemical fiber sector included: - Zhongfu Shenying (688295) with a closing price of 34.01, up 5.10% on a trading volume of 118,300 shares and a turnover of 398 million yuan [1] - Jilin Carbon Valley (920077) closed at 18.30, up 4.69% with a trading volume of 193,200 shares and a turnover of 351 million yuan [1] - Nanjing Chemical Fiber (600889) closed at 16.89, up 4.26% with a trading volume of 191,100 shares and a turnover of 324 million yuan [1] Group 3: Decliners - Major decliners included: - Youfu Co., Ltd. (002427) closed at 7.24, down 5.73% with a trading volume of 557,900 shares [2] - Hailide (002206) closed at 6.57, down 3.38% with a trading volume of 385,800 shares [2] - Taihe New Materials (002254) closed at 11.70, down 3.31% with a trading volume of 249,200 shares [2] Group 4: Capital Flow - The chemical fiber sector saw a net inflow of 4.5365 million yuan from institutional investors, while retail investors experienced a net outflow of 31.0094 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Group 5: Detailed Capital Flow Analysis - Key stocks with significant capital flow include: - Jilin Chemical Fiber (000420) with a net outflow of 89.1658 million yuan from institutional investors [3] - Nanjing Chemical Fiber (600889) had a net inflow of 32.0160 million yuan from institutional investors [3] - Zhongfu Shenying (688295) recorded a net inflow of 30.9468 million yuan from institutional investors [3]