（编辑 袁冠琳） 证券日报网讯 12月3日，和顺科技在互动平台回答投资者提问时表示，公司碳纤维项目正按既定规划稳 步推进，碳纤维生产主要分三个环节：聚合、纺丝、碳化，目前核心进展聚焦于碳化环节，该环节将率 先启动试车工作，现已进行碳化设备的升温试车准备工作，后续进展请关注公司公告。 ...

Core Viewpoint - The company is focused on developing T800 grade and above, M grade high-performance carbon fiber products, with a strong emphasis on project execution and timely completion [1] Company Summary - The project team is effectively managing the installation and debugging of equipment, ensuring a solid foundation for the upcoming trial operations [1] - The company plans to conduct trial runs in a scientifically scheduled manner, starting with T800 grade and gradually advancing to T1000 and M series higher-end specifications [1] - The ongoing efforts are aimed at solidifying the company's core competitiveness in the high-performance carbon fiber sector [1]

证券日报网讯和顺科技（301237）12月1日发布公告，在公司回答调研者提问时表示，公司碳纤维项目 建设周期较预计更快，核心得益于多方面协同发力。一方面聚焦集约化产线规划，减少建设内耗与交叉 等待；另一方面依托前期环评快速落地、增资资金及时到位的全流程高效协同，复用聚酯薄膜领域技术 管理与项目推进经验降低试错成本，同时叠加浙江省"千项万亿"重点项目政策倾斜及杭州钱塘新区优质 营商环境支持，各环节无缝衔接推动项目高效落地。 ...

（文章来源：证券日报） 证券日报网讯和顺科技12月1日发布公告，在公司回答调研者提问时表示，公司始终对标全球新材料行 业标杆日本东丽，无论是深耕多年的薄膜业务，还是战略布局的碳纤维赛道，均以技术引领为核心导 向，持续攻坚高端领域，致力于成为新材料行业技术引领者。 ...

证券代码：301237 证券简称：和顺科技 公告编号：2025-055 杭州和顺科技股份有限公司 截至本公告披露日，公司前 12 个月使用闲置募集资金进行现金管理的累计 情况，具体如下 ： 委托方 受托方 产品名称 金额 （万元） 产品 起息日 产品 到期日 实现收益 （万元） 杭州和 顺科技 股份有 限公司 交通银行股份 有限公司杭州 和平支行 蕴通财富定 期型结构性 存款 190 天 5,000 2025 年 5 月 22 日 2025 年 11 月 28 日 52.58 一、本次使用部分闲置募集资金（含超募资金）进行现金管理赎回的情况 | 委托 | 受托方 | 产品名称 | 金额 | 产品 | | 产品 | 预期年化 | 产品 | 是否 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 方 | | | （万元） | | 起息日 | 到期日 | 收益率 | 类型 | 赎回 | | | 交通银行 | 蕴通财富定 | | 2025 | 年 | 2025 年 | | 结 构 | | | | 股份有限 | | | | | | | | ...

杭州和顺科技股份有限公司 证券代码：301237 证券简称：和顺科技 投资者关系活动记录表 | | 亿"重点项目政策倾斜及杭州钱塘新区优质营商环境支持，各环节无缝衔 | | --- | --- | | | 接推动项目高效落地。 | | | 2、公司的竞争对手有哪些？ | | | 答：公司始终对标全球新材料行业标杆日本东丽，无论是深耕多年的 | | | 薄膜业务，还是战略布局的碳纤维赛道，均以技术引领为核心导向，持续 | | | 攻坚高端领域，致力于成为新材料行业技术引领者。 | | 附件清单（如 | 无 | | 有） | | | 日期 | 2025年11月29日 | 编号：2025-016 | | 特定对象调研 分析师会议 ☐ | | | --- | --- | --- | | ☐ | 媒体采访 ☐业绩说明会 | | | 投资者关系 ☐ | 新闻发布会 路演活动 ☐ | | | 活动类别 ☐ | 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 | 财通证券 沈志滨、葆光资管 任为民、投资人 严 | 詹文俊、九纬私募基金 | | | 小平、陈勇勇 | | | 名 ...

Market Overview - The plastic sector increased by 1.12% on November 28, with Daoming Optics leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Top Gainers in the Plastic Sector - Daoming Optics (002632) closed at 12.44, up 9.99% with a trading volume of 107,800 shares and a transaction value of 134 million yuan [1] - Foshan Plastics (000973) closed at 13.78, up 8.50% with a trading volume of 1,297,700 shares and a transaction value of 1.747 billion yuan [1] - Ping An Electric (001359) closed at 59.52, up 5.53% with a trading volume of 45,900 shares and a transaction value of 27 million yuan [1] - Heshun Technology (301237) closed at 50.83, up 5.00% with a trading volume of 19,300 shares and a transaction value of 9.754 million yuan [1] - Zhonglun New Materials (301565) closed at 27.60, up 4.90% with a trading volume of 119,900 shares and a transaction value of 330 million yuan [1] Top Losers in the Plastic Sector - Guofeng New Materials (000859) closed at 7.63, down 9.92% with a trading volume of 2,030,300 shares and a transaction value of 1.561 billion yuan [2] - Ningbo Color Masterbatch (301019) closed at 24.72, down 5.00% with a trading volume of 127,200 shares and a transaction value of 31.7 million yuan [2] - Xingye Co., Ltd. (603928) closed at 15.52, down 3.12% with a trading volume of 84,500 shares and a transaction value of 13.2 million yuan [2] Capital Flow in the Plastic Sector - The plastic sector saw a net inflow of 65.1441 million yuan from institutional investors, while retail investors contributed a net inflow of 32.0341 million yuan [2] - Speculative funds experienced a net outflow of 97.1783 million yuan [2] Individual Stock Capital Flow - Foshan Plastics (000973) had a net inflow of 16.6 million yuan from institutional investors, while it faced a net outflow of 38.0491 million yuan from speculative funds [3] - Dongcai Technology (601208) saw a net inflow of 96.2674 million yuan from institutional investors, with a net outflow of 25.3946 million yuan from speculative funds [3] - Daoming Optics (002632) experienced a net inflow of 37.2661 million yuan from institutional investors, but had a net outflow of 16.2180 million yuan from speculative funds [3]

Summary of HeShun Technology Conference Call Industry and Company Overview - **Company**: HeShun Technology - **Industry**: Carbon Fiber and Functional Films Key Points and Arguments Carbon Fiber Business - HeShun Technology's carbon fiber production is currently in the trial phase, focusing on the carbonization process, with plans to produce T1,000 grade high-performance carbon fiber after successful verification of T800 precursor materials [2][3] - The core technology team, sourced from Zhong An Xin, has upgraded existing technologies and imported European equipment to ensure product quality [4] - The company has established partnerships with military and aerospace institutions, awaiting product testing [2][6] - The expected revenue from the carbon fiber business is projected to begin in Q1 2026, with a conservative profit estimate of 1 million yuan per ton [4][16] Film Business - HeShun Technology is focusing on differentiated functional films, such as optical films and lithium battery insulation films, while planning to reduce the production of ordinary transparent films due to unprofitable pricing [2][7] - The company aims to shift towards high-margin products, including high-brightness films and coated optical films, to improve overall profit margins and cover depreciation costs [8][9] - The company anticipates achieving breakeven in 2026, with significant financial improvements expected by Q2 2026 as production lines are fully operational [10][9] Market Position and Competitive Advantage - In the lithium battery insulation film sector, HeShun Technology has established relationships with leading companies like BYD, benefiting from enhanced battery safety standards [11] - The company emphasizes product stability and consistency through multiple testing batches to meet customer requirements [6] - HeShun Technology's optical base film products are being developed in collaboration with major clients like Apple and Huawei, with new product orders expected to transition to high-brightness films by December [12] Financial Outlook - The company reported a significant improvement in its financial performance, with quarterly losses reduced to below 10 million yuan [17] - The anticipated production capacity of nearly 70,000 tons in the film business, with one production line already upgraded and another expected to be completed by early 2026, is expected to enhance profitability [10] - The overall outlook for HeShun Technology is optimistic, with expectations of substantial financial recovery and growth in 2026 [17] Additional Insights - Ordinary transparent films are currently unprofitable, primarily due to fixed costs and depreciation, with annual depreciation costs estimated at 40-50 million yuan [13] - The high-end carbon fiber market is characterized by a demand for products with a yield rate of over 70%, with HeShun Technology aiming to meet this standard through rigorous quality control [15][16]

Company Overview - Established in 2003, the company specializes in the R&D, production, and sales of differentiated, functional biaxially oriented polyester films [2] - Main products include color optical base films, other functional films, and transparent films, applicable in consumer electronics and automotive sectors [2] - Future focus on expanding product series and application fields, particularly in high-performance carbon fiber projects for sustainable development [2] Carbon Fiber Business - The core production team for the carbon fiber project has extensive industry experience, ensuring advanced technology through iterative upgrades and customized imported equipment [3] - Key performance indicators (KPIs) such as product specifications, yield rates, revenue, and performance are used to assess the core team, ensuring technological implementation and competitiveness [3] Industry Strategy and Pricing - The company plans to reduce capacity for standard films and focus on high-value-added products, with a structural adjustment starting in December [4] - Ordinary transparent film prices have been slightly adjusted, but the company is currently facing a cost inversion where processing fees do not cover depreciation [4] - Commitment to avoid loss-making competition by leveraging core technology patents and certifications to build competitive barriers [4] High Brightness and Optical Base Film Progress - High brightness film has completed R&D and production line debugging, achieving significant yield improvements [5] - Imported coating equipment is ready, enabling the production of optical films, establishing a complete product chain from high brightness films to optical coated films [5] - The series is set for mass production starting in December, with confirmed orders following positive customer feedback on product performance and quality [5]

证券代码：301237 证券简称：和顺科技 公告编号：2025-054 1、股东减持股份情况 2、股东本次减持前后持股情况 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。 杭州和顺科技股份有限公司（以下简称"和顺科技"或"公司"）于 2025 年 8 月 13 日披露了《关于特定股东减持股份的预披露公告》（公告编号：2025-041）， 杭州广沣启沃股权投资合伙企业（有限合伙）（以下简称"广沣启沃"）计划自预 披露公告披露之日起十五个交易日后的三个月内（2025 年 9 月 4 日至 2025 年 12 月 3 日）通过集中竞价交易或大宗交易方式减持公司股份，减持数量不超过 655,300 股，占公司总股本比例为 0.8191%（占剔除公司回购专用账户股份数量 后总股本的 0.8382%）。 近日，公司收到股东广沣启沃出具的《关于股份减持计划实施完成的告知函》， 获悉其在 2025 年 9 月 4 日至 2025 年 11 月 20 日期间通过集中竞价交易的方式减 持公司股份 655,300 股，本次减持计划已实施完毕。现将具体情况公告如下： 一、股东减持情况 ...