Financial Performance - The company expects a net profit of approximately -19,000,000 CNY for the year 2025, compared to -4,714.35 million CNY in the same period last year[4] - The net profit after deducting non-recurring gains and losses is projected to be around -19,500,000 CNY, compared to -5,586.76 million CNY in the previous year[4] Market Conditions - The decline in performance is attributed to ongoing market supply-demand imbalances and intense competition, leading to a continuous drop in market sales prices[6] Asset Impairment - The company anticipates a fixed asset impairment provision of approximately 120 million CNY due to impairment testing conducted at the end of the reporting period[6]

证券代码：301237 证券简称：和顺科技 公告编号：2026-004 杭州和顺科技股份有限公司 关于 2025 年度计提资产减值准备的公告 | 类别 | 项目 | 2025 年度计提金额 | | --- | --- | --- | | 信用减值损失 | 应收账款坏账损失 | -65.55 | | | 其他应收款坏账损失 | 78.34 | | | 小计 | 12.79 | | 资产减值损失 | 存货跌价损失 | 3,623.94 | | | 无形资产减值损失 | 260.00 | | | 固定资产减值损失 | 11,436.43 | | | 小计 | 15,320.37 | | | 合计 | 15,333.16 | 根据《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规 范运作》及《公司章程》的相关规定执行，本次计提资产减值准备无需提交公司 董事会或股东大会审议。 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、本次计提资产减值准备情况概述 根据《企业会计准则》《深圳证券交易所创业板股票上市规则》《深圳证券 交易所上市公司自律监管指引第 ...

格隆汇1月30日丨和顺科技(301237.SZ)近日接受特定对象调研时表示，在BOPET薄膜行业龙头率先启动 提价的背景下，公司正稳步推进产品调价工作，目前提价进程尚在进行中。公司始终聚焦差异化、功能 性膜产品的研发与生产，以提升产品附加值为核心竞争力，主动避开低端膜产品的价格竞争赛道。 ...

格隆汇1月30日丨和顺科技(301237.SZ)近日接受特定对象调研时表示，公司碳纤维项目正稳步推进纺丝 环节试生产前期筹备工作，各项工作有序开展中。后续进展，公司将严格按照相关法律法规的要求及时 履行信息披露义务。 ...

证券日报网1月29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。对于上述各高端领域的目标客户，公司均会主动对接洽谈，并同步推进产品送样与性能验证工 作，稳步推动合作落地。 ...

Company Overview - Established in 2003, Hangzhou Heshun Technology Co., Ltd. focuses on the research, 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, other 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 projects for sustainable development [2] Industry Impact - The company is addressing the impact of industry price increases initiated by leading BOPET film manufacturers by steadily advancing its product pricing strategy [3] - Focus remains on differentiated and functional film products to enhance product value and avoid competition in low-end film markets [3] Carbon Fiber Project - The carbon fiber project is progressing with preparations for trial production in the spinning phase, with all tasks being carried out in an orderly manner [3] - Future potential customers for carbon fiber products are targeted in high-end sectors such as aerospace, high-end equipment manufacturing, and high-end industrial applications [3] - The company is actively engaging with potential clients and advancing product sampling and performance verification to facilitate cooperation [3] Incentive Plans - The company will consider stock incentive plans based on market conditions, development strategies, and shareholder interests, with timely disclosures of any decisions or progress [3]

（编辑 楚丽君） 证券日报网讯 1月27日，和顺科技在互动平台回答投资者提问时表示，公司碳纤维项目自规划伊始，即 明确将M级碳纤维产品列为核心研发与生产方向。目前，产线试车工作正按计划有序推进。后续，公司 将综合考量各型号产品的工艺特性及市场实际需求，实施科学合理的排产安排。 ...

南财智讯1月26日电，和顺科技在投资者关系活动中表示，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；公司将 主动对接洽谈，并同步推进产品送样与性能验证工作，稳步推动合作落地。 ...

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 projects for sustainable development [2] BOPET Film Business - The BOPET film business is gradually improving, with several high-value-added new products developed and ready for sampling [3] - Performance improvement requires time, and impairment provisions from fundraising projects may impact current profits [3] Carbon Fiber Project - The carbon fiber project aims to enter a market dominated by a few companies, with high prices and concentrated supply [4] - The strategic goal is to develop and industrialize high-performance carbon fiber, creating synergy with existing BOPET film operations to enhance R&D and manufacturing capabilities [4] Strategic Planning - The company maintains a "differentiated, functional" positioning, focusing on high-end optical film production for short-term performance and high-performance carbon fiber for long-term growth [4] - Key applications include consumer electronics, new energy vehicles, and high-end equipment, establishing a dual-driven development model [4] - Short-term strategies involve deepening optical film business and optimizing product quality, while long-term strategies focus on scaling carbon fiber production and expanding into high-end applications [4] Target Customers for Carbon Fiber - Future customers for carbon fiber products are high-end enterprises in aerospace, high-end equipment manufacturing, and industrial applications [5] - The company will actively engage with potential clients and advance product sampling and performance validation [5] Equity Incentive Plans - The company will consider market conditions, development strategies, and shareholder interests when evaluating equity incentive plans [6]

Group 1 - The core point of the news is that Heshun Technology's stock price dropped by 5.08% to 68.51 yuan per share, with a total market value of 5.481 billion yuan as of the report date [1] - Heshun Technology, established on June 16, 2003, focuses on the research, production, and sales of differentiated, functional biaxially oriented polyethylene terephthalate (BOPET) films, with main revenue sources being colored optical base films (45.46%), transparent films (42.62%), and other functional films (10.84%) [1] - The trading volume for Heshun Technology was 88.9443 million yuan, with a turnover rate of 2.19% [1] Group 2 - From the perspective of major fund holdings, Heshun Technology is the eighth largest holding in the Jiahe Fund's Jiahe Panshi A (001571), which held 14,600 shares, accounting for 3% of the fund's net value [2] - The Jiahe Panshi A fund has a total scale of 8.0226 million yuan, with a year-to-date return of 14.12% and a one-year return of 33.17% [2] - The fund manager, Li Chao, has been in position for 4 years and 212 days, with the fund's total asset scale at 17.189 billion yuan [2]