Core Viewpoint - The non-woven fabric industry is showing signs of recovery amidst differentiation, with companies reporting reduced losses and improved performance forecasts for the first half of 2025 [1][3]. Company Summaries - Xinlong Holdings (Group) Co., Ltd. expects a net loss of 450,000 to 900,000 yuan for the first half of 2025, but this represents a significant improvement of 92.73% to 96.36% compared to the same period last year [1][3]. - The company reported a net loss of 937,700 yuan in Q1 2025, but anticipates turning profitable in Q2 due to proactive market engagement and cost reduction efforts [3]. - Xinlong Holdings has focused on new product development and efficiency improvements, leading to a decrease in energy consumption, production costs, and operational expenses [3]. - Xinjiang Zhongtai Chemical Co., Ltd. forecasts a net loss of 180 million to 198 million yuan for the first half of 2025, with a year-on-year improvement of 18.41% to 25.82% [1][5]. - The company is working on a 140,000-ton water-jet non-woven fabric project through its subsidiary, which aims to enhance the local conversion of viscose fibers [3][5]. Industry Overview - From January to May 2023, the revenue and total profit of China's non-woven fabric enterprises increased by 3.4% and 17.7% year-on-year, respectively, with an operating profit margin of 2.9%, up by 0.3 percentage points [5]. - The export volume of non-woven fabrics reached 679,000 tons during the same period, reflecting a year-on-year growth of 13% [5]. - The industry is witnessing a recovery trajectory, with companies like Jinchun Co., Ltd. reporting a profit of 3.4933 million yuan in Q1 2023, benefiting from increased demand in the baby and personal care product segments [7].
非织造布上市公司数据披露，行业整体呈现分化中回暖态势
Sou Hu Cai Jing·2025-08-08 07:19