Market Overview - The chemical fiber sector experienced a decline of 4.39% on November 21, with Xinxiang Chemical Fiber leading the drop at -8.59% [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Xinxiang Chemical Fiber (000949) closed at 4.47, down 8.59% with a trading volume of 864,000 shares and a turnover of 394 million yuan [1] - Huylon New Materials (301057) closed at 28.15, down 8.49% with a trading volume of 45,600 shares and a turnover of 134 million yuan [1] - Anhui Wuwei High-tech (600063) closed at 5.91, down 8.09% with a trading volume of 1,115,500 shares and a turnover of 674 million yuan [1] - Other notable declines include Hengshen New Materials (000782) at -8.01% and Youcai Resources (002998) at -6.19% [1] Capital Flow Analysis - The chemical fiber sector saw a net outflow of 236 million yuan from institutional investors, while retail investors contributed a net inflow of 103 million yuan [1] - Notable stocks with significant capital flow include Huafeng Chemical (002064) with a net inflow of 969,650 yuan from institutional investors and a net outflow of 1,443,110 yuan from speculative investors [2] - Montai High-tech (300876) had a net inflow of 878,290 yuan from institutional investors, while retail investors experienced a net outflow of 1,208,480 yuan [2]

| 证券代码：002998 | 证券简称：优彩资源 | 公告编号：2025-070 | | --- | --- | --- | | 债券代码：127078 | 债券简称：优彩转债 | | 优彩环保资源科技股份有限公司 经深圳证券交易所（以下简称"深交所"）"深证上〔2023〕4 号"文同意，公 司 60,000.00 万元可转换公司债券已于 2023 年 1 月 9 日在深交所挂牌交易，债券 简称"优彩转债"，债券代码"127078"。 "优彩转债"自 2025 年 11 月 7 日至 2025 年 11 月 17 日，"优彩转债"累计转 股 7,539,983 股，公司总股本由 2025 年 11 月 6 日的 344,552,363 股增加至 352,092,346 股，导致公司控股股东戴泽新及其一致行动人王雪萍、江阴市群英 投资企业（有限合伙）持有的股份比例被动稀释触及 1%及 5%整数倍；合计持 有公司股份数量不变的情况下，合计权益比例从 50.61%被动稀释至 49.53%，触 及 1%及 5%的整数倍。具体情况如下 关于控股股东及其一致行动人因可转债转股持股比例被动稀释触及 1%及 5%整数倍的公 ...

Core Viewpoint - The stock of Youcai Resources has experienced a decline in recent trading sessions despite a significant increase in its price year-to-date, indicating potential volatility in the market [2]. Group 1: Stock Performance - As of November 17, Youcai Resources' stock price decreased by 2.00%, trading at 8.31 CNY per share with a market capitalization of 2.863 billion CNY [1]. - Year-to-date, the stock has risen by 47.00%, but it has seen a decline of 1.66% over the last five trading days, 1.19% over the last 20 days, and 2.35% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Youcai Resources reported a revenue of 1.926 billion CNY, reflecting a year-on-year growth of 19.34%. However, the net profit attributable to shareholders was 50.5969 million CNY, which represents a year-on-year decrease of 47.84% [2]. - The company has distributed a total of 316 million CNY in dividends since its A-share listing, with 283 million CNY distributed over the past three years [3]. Group 3: Business Overview - Youcai Resources, established on August 12, 2003, and listed on September 25, 2020, is located in Jiangyin City, Jiangsu Province. The company specializes in the research, production, and sales of polyester fibers and related products [2]. - The revenue composition of Youcai Resources includes low melting point fibers (74.03%), recycled colored polyester short fibers (19.50%), low melting point filaments (4.72%), PET chips and other raw products (0.93%), and other (0.78%) [2].

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 （请文字说明其他活动内容） 参与单位名称及 人员姓名 中信证券 王喆、裘科 时间 2025 年 11 月 15 日 14:00-15:00 地点 线上会议室 上市公司接待人 员姓名 投资者关系 孙旭东；证券部 赖嫣珩 投资者关系活动 主要内容介绍 一、问答 1、公司在未来如何保持竞争力？ 答：首先公司每年投入大量的研发费用与东华大学一直致 力于迭代更新"物理化学法"，可以使原料从单组分单次再生 纯涤纶变为包容一定杂质的多组分多次再生原材料。在实际应 用场景中，包括氨纶、锦纶等杂质的原料也可以被优彩使用。 因此优彩可利用他人不能利用的原材料，将"垃圾"视为放错 了的资源，做到环保效益最大化。同时也降低了原料成本，做 到了经济效益最大化。其次，我们依旧在积极研发新型材料替 代传统材料，进一步丰富公司产品矩阵的同时在细分领域中做 到极致的定制化，差异化，功能化。最后，我司生产线可以柔 性切换，客户种类和数量极其分散，不会出现因为客户集中度 太高而造成毛利率和业绩的大幅波动。 公司已经做了"开 ...

Group 1: Industry Insights - The company anticipates an increase in PTA prices due to government initiatives addressing issues like price wars and profit margin compression in upstream industries, which may lead to marginal improvements in company performance [2] - The establishment of a new subsidiary in Lhasa, Tibet, aims to enhance local production of composite materials, improving market coverage and service response in the engineering materials sector [2][3] Group 2: Strategic Expansion - The company has significantly increased its overseas sales efforts, with foreign trade revenue expected to double in 2024 compared to the first half of 2023, and a projected 60% increase in 2025 [3] - A new subsidiary in Singapore was established in 2024, with future overseas expansion plans contingent on business strategy, market conditions, and global supply chain optimization [3]

每经头条（nbdtoutiao）——对美出口下滑到7年前水平，我国出口总额却创历史新高，"新三样"变 成"新N样" 每经AI快讯，优彩资源（SZ 002998，收盘价：8.41元）发布公告称，2025年11月12日，优彩资源接受 开源证券调研，公司投资者关系孙旭东、证券部赖嫣珩参与接待，并回答了投资者提出的问题。 2025年1至6月份，优彩资源的营业收入构成为：纺织化纤行业占比99.22%，其他业务占比0.78%。 （记者 王晓波） ...

Group 1: Company Labels and Environmental Commitment - The company emphasizes two key labels: circular economy and low carbon, focusing on maximizing resource value and minimizing environmental impact [2] - Circular economy involves the continuous cycle of resources from products to regeneration, significantly reducing the need for raw material extraction [2] - The company has developed physical and chemical recycling technology for waste polyester, which won a national science and technology progress award in 2018 [2] Group 2: Health and Environmental Benefits - The use of low-melting-point polyester short fibers eliminates volatile organic compounds (VOCs) from traditional adhesives, improving air quality and health [3] - The company’s practices contribute to a resource-saving society and align with national policies promoting low-carbon and green development [3] Group 3: Investment Strategy in Tibet - The investment in Tibet aligns with the national strategy for western development, aiming to reduce transportation costs and enhance regional efficiency [4] - Local production is expected to support infrastructure projects like the Yarlung Tsangpo River project, providing significant economic benefits [4] Group 4: Measures to Improve Product Profitability - The company collaborates with Donghua to innovate the "physical and chemical method," allowing the use of multi-component recycled materials, thus reducing raw material costs [5] - New materials are being developed to replace traditional ones, focusing on customization and differentiation in niche markets [5] - The production line's flexibility and ongoing improvements in automation and AI technology enhance production efficiency and competitiveness [5]

证券日报网讯优彩资源（002998）11月12日发布公告，在公司回答调研者提问时表示，公司目前有两个 正式实施的项目，一个是有机热载体锅炉降碳提升改造项目，该项目采用生物质燃料代替天然气进行供 热，符合国家发展规划和产业政策的要求，是行业发展的趋势，有助于能源结构的优化升级，进一步减 排降耗，提升优彩的竞争力。目前该项目已按预期建设进度推进，总体建设期为1年，待项目建成后， 正常年预计可直接节约燃料成本2，354.90万元，减少总成本费用1，985.47万元，新增净利润1，499.39 万元，具有十分显著的降本经济效益。 ...

证券日报网讯优彩资源（002998）11月12日发布公告，在公司回答调研者提问时表示，公司始终密切关 注行业技术发展趋势，通过可转债募投项目等引入自动注色及干燥系统、全自动打包机和智能仓库设备 等先进的智能化生产设备以及集散控制系统等信息系统。未来公司还会在设备维护、质量控制、新产品 研发等关键流程中持续提高现有的自动化和智能化水平，提高生产效率，利用AI技术进一步提升公司 竞争力和创造价值。公司坚持以持续的技术创新作为企业发展的驱动力，注重技术与市场、技术与生产 的结合，目前已获取专利190余项。公司在开展应用型研究的同时，也注重开展机理性研究等前瞻性研 究，利用目前与东华大学建立的合作平台，进一步加强产学研结合与知识产权保护，为公司发展奠定基 础，探索方向，通过持续的产品、技术创新，巩固和加强公司在行业的领先地位。 ...

Core Viewpoint - The company, Youcai Resources (002998), is focusing on internationalization as a key development direction, significantly increasing its overseas sales efforts and projecting substantial growth in foreign trade sales revenue for the coming years [1] Group 1: International Expansion - The company has announced that its foreign trade sales revenue for 2024 is expected to double compared to 2023 [1] - For the first half of 2025, the company anticipates a nearly 60% increase in sales revenue compared to the same period in 2024 [1] Group 2: Customer Base and Industry Focus - Major overseas customers include those in the automotive interior sector, covering brands such as Volkswagen, as well as industries like home textiles, acoustic materials, and sanitary materials [1] - The company is committed to maintaining an environmentally friendly and green approach in its overseas sales efforts [1]