【私募调研记录】东方睿石调研新乡化纤

Group 1 - The core strategy of Xinxiang Chemical Fiber for 2024 is to strengthen and optimize its main business while extending its industry reach, focusing on research in bio-based chemical fibers and materials, and promoting a green and low-carbon transition [1] - In 2024, Xinxiang Chemical Fiber plans to produce 96,368 tons of bio-based cellulose filament and 183,212 tons of spandex fiber, with an expected annual revenue of 736,577.45 million yuan and a net profit attributable to shareholders 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 bio-based 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-based bio-cellulose fiber is progressing as planned [1]