Group 1 - The stock price of Heshun Technology (301237) has shown volatility, with a fluctuation range of 2.06% from February 9 to 13, 2026, reaching a high of 64.80 yuan on February 11 and a low of 61.17 yuan on February 9 [1] - Daily closing prices and fluctuations are as follows: February 9 at 62.09 yuan (+0.75%), February 10 at 61.80 yuan (-0.47%), February 11 at 63.81 yuan (+3.25%), February 12 at 63.60 yuan (-0.33%), and February 13 at 62.90 yuan (-1.10%) [1] - On February 12, the net inflow of main funds was 2.1731 million yuan, and on February 13, it was 2.6997 million yuan [1] - The technical analysis indicates that the stock price is currently near the middle band of the Bollinger Bands, with a 20-day resistance level at 69.91 yuan and a support level at 59.20 yuan [1] Group 2 - For the first nine months of 2025, the company reported an operating income of 452 million yuan, representing a year-on-year growth of 23.53%, but the net profit attributable to shareholders was -22.9551 million yuan, a slight decrease of 2.27% year-on-year [2] - The main business revenue composition is primarily from non-ferrous optoelectronic base films (45.46%) and transparent films (42.62%) [2] - Despite revenue growth, the company remains in a loss position, indicating cost pressures or competitive impacts within the industry [2] Group 3 - Institutions have a generally optimistic outlook on Heshun Technology's future profitability, with four institutions predicting a net profit attributable to shareholders of 15 million yuan for 2025, a year-on-year increase of 131.82%, and a forecast of 39 million yuan for 2026, reflecting a growth rate of 160.00% [3] - Overall public sentiment is neutral, with the company ranking high in industry research frequency (8 out of 439), but there is currently no clear target price forecast [3]

Core Viewpoint - The company is focusing on high-performance carbon fiber projects to explore and develop in this field, aiming for strategic synergy with its existing differentiated and functional BOPET film business, thereby enhancing its R&D manufacturing scale and level, and positioning itself as a leading new materials enterprise to better meet high-end market demands [1] Group 1 - The company is initiating a layout for high-performance carbon fiber projects [1] - The goal is to explore development and industrial layout in the carbon fiber sector [1] - The new projects will create strategic synergy with the existing BOPET film business [1] Group 2 - The company aims to enhance its R&D manufacturing scale and level [1] - The initiative is part of a broader strategy to become a leading enterprise in the new materials industry [1] - The focus is on better meeting the high-end demands of the market [1]

证券日报网2月5日讯，和顺科技（301237）在接受调研者提问时表示，公司碳纤维产品聚焦高性能定 位，未来潜在客户均为高端领域核心主体，涵盖航空航天、高端装备制造、高端工业应用等领域的优质 企业。 ...

Group 1 - Heshun Technology announced that on February 4, 2026, it will accept an investor survey conducted by CITIC Securities, with participation from the company's board secretary and CFO, Wu Xueyou, who will address investor inquiries [1] - The article highlights the significant number of elderly individuals living alone in China, estimated to be in the tens of millions, and discusses the challenges of providing adequate support for their aging process [1] - The concept of intended guardianship has been present in China for 14 years, but there are still barriers to its full implementation, referred to as the "last mile" issue [1]

Core Viewpoint - The company, Heshun Technology (301237.SZ), indicates that its BOPET film business performance is gradually improving, with several high-value-added new products developed and ready for sampling, although the improvement in performance will require some time [1] Group 1 - The BOPET film business is showing signs of performance improvement [1] - Multiple high-value-added new products have been developed and are set to be sampled soon [1] - The company aims to optimize its profit structure through these new products, but performance enhancement will take a certain period [1]

格隆汇2月5日丨和顺科技(301237.SZ)近日在接待机构投资者调研时表示，公司碳纤维基材产品以T800 级及以上、M级高性能碳纤维为主打方向，目标定位清晰锚定高性能碳纤维高端领域，精准对接航空航 天、高端装备制造等对材料性能有严苛标准的核心应用场景。 ...

Company Overview - Hangzhou Heshun Technology Co., Ltd. was established in 2003, focusing on the R&D, production, and sales of differentiated, functional biaxially oriented polyester (BOPET) films [2] - The company produces various specifications and models of polyester film products, including color optical base films, functional films, and transparent films, applicable in consumer electronics and automotive sectors [2] - Future plans include expanding product series and application fields while exploring new materials, particularly in high-performance carbon fiber [2] BOPET Film Business - The performance of the BOPET film business is gradually improving, with several high-value-added new products developed and ready for sampling [3] - The optimization of the profit structure is expected, but performance improvement will require a certain period [3] Carbon Fiber Project - The carbon fiber project aims to enter a market dominated by a few companies, primarily in the aerospace sector, where prices are high [3] - The focus is on high-performance carbon fiber products, particularly T800 grade and above, targeting aerospace and high-end equipment manufacturing [4] - Potential customers include key players in aerospace, high-end equipment manufacturing, and high-end industrial applications [5] Technical Team Incentives - The company has established a diverse incentive system for the carbon fiber technical team, covering both short-term and long-term dimensions [6] - The incentive plan will be dynamically adjusted based on performance targets, linking team motivation to project progress and company benefits [6] Production Expansion Considerations - Any potential expansion of the carbon fiber project will be carefully evaluated based on market demand, product certification progress, technological advancements, and industry competition [7] - Capacity planning will be aligned with market feedback and operational development needs, adhering to information disclosure regulations [7]

-O- 公司 -O- 行业均值 制图数据来自恒生聚源数据库 市净率(LF)历史分位(%) 100 ହି ୨୦ 80 70 60 56.56 55.92 50 50x94 40 30 23g27 20:38 20 16.86 43x88 10 0 -30 ·72-30 2n- 公司 -○- 行业均值 制图数据来自恒生聚源数据库 中证智能财讯和顺科技（301237）1月30日晚间披露2025年度业绩预告，预计2025年归母净利润亏损1.5亿元至1.9亿元，上年同期亏损4714.35万元；扣非净 利润亏损1.6亿元至1.95亿元，上年同期亏损5586.76万元。以最新收盘价计算，市净率（LF）约3.89倍，市销率（TTM）约8.63倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 400 週00 162 91x21 85:27 70-95 61884 0 -68.24 -- 66.23 -200 -400 402.88 -600 2024-03-30 2024-06-30 2023-09-30 ' -06-30 2023-12-30 ' 4-12-30 34-09- ...

格隆汇1月30日｜和顺科技公告，预计2025年度归属于上市公司股东的净利润为-1.9亿元至-1.5亿元，扣 除非经常性损益后的净利润为-1.95亿元至-1.6亿元。业绩变动主要由于BOPET薄膜行业市场销售价格持 续下滑，公司厚膜产线开工率不足，产品成本偏高，以及预计计提固定资产减值准备约1.2亿元。 ...

南财智讯1月30日电，和顺科技发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-15,000万元—-19,000万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为-16,000万元—-19,500万元。（一）公司所处BOPET薄膜行业受市场供需矛盾，竞争激烈等影响，市 场销售价格持续下滑，同时公司厚膜产线开工率不足，产品成本偏高，虽然公司营业收入增长，但产品 结构尚在调整，主营业务毛利尚未明显改善。（二）根据《企业会计准则第1号一存货》《企业会计准 则第8号一资产减值》等相关规定，公司于报告期期末对存货、合同资产及固定资产等进行了减值测 试，经公司初步测算，预计计提固定资产减值准备约1.2亿元。公司资产减值实际计提金额需根据评估 机构的评估报告及会计师事务所审计数据确定。 ...