【私募调研记录】玄元投资调研新乡化纤

Group 1 - The core viewpoint of the article highlights that Xinxing Chemical Fiber is focusing on strengthening its main business and extending its industry through a green low-carbon transformation strategy in 2024 [1] - Xinxing Chemical Fiber plans to produce 96,368 tons of biomass cellulose filament and 183,212 tons of spandex fiber in 2024, with an expected annual revenue of 736,577.45 million yuan and a net profit of 24,555.25 million yuan [1] - The spandex fiber industry is experiencing a dual increase in supply and demand, leading to higher industry concentration, although prices are under pressure due to raw material price fluctuations and weak downstream operations [1] Group 2 - The biomass cellulose filament industry is seeing capacity growth, with downstream demand increasing due to consumer trends, resulting in a significant rise in profit levels [1] - The project for the industrialization of mycelium biomass cellulose is progressing as planned [1]