证券日报网讯1月29日，中欣氟材（002915）发布2025年度业绩预告称，公司预计2025年度归属于上市 公司股东的净利润为1600.00万元至2000.00万元。 ...

南财智讯1月29日电，中欣氟材发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 1600.00万元—2000.00万元，预计同比扭亏；预计2025年全年归属于上市公司股东的扣除非经常性损益 的净利润为450.00万元—675.00万元。公司预计2025年年度净利润为正值，主要影响因素如下：1、报告 期内，受全球经济增长放缓、国内需求复苏不及预期等多重因素叠加影响，化工产品市场整体处在周期 性底部。面对严峻的市场形势，公司聚焦降本增效、存量优化，向管理要效益，控费降本成效显著，运 营效率持续提升。公司通过技术改造降低能耗物耗，优化生产调度以提升装置运行效率；与此同时，加 强市场研判，灵活调整产品结构与销售策略，全力拓展高附加值细分市场。报告期内，公司营业收入规 模较2024年度同比实现双位数增长。同时，农药行业在历经近几年的深度调整后，市场状况于2025年有 所回暖。公司把握机遇，充分体现了自身中间体业务的技术创新能力、产品领先优势以及成本领先优 势，使得产业一体化经营优势得以充分释放，毛利率较上年有所提升。子公司福建中欣氟材高宝科技有 限公司通过技改与扩产，有效释放产能，进一步实现规模效应并降 ...

中欣氟材公告，预计2025年1月1日至2025年12月31日归属于上市公司股东的净利润为盈利1600万元— 2000万元，上年同期亏损1.86亿元。报告期内，受全球经济增长放缓、国内需求复苏不及预期等多重因 素叠加影响，化工产品市场整体处在周期性底部。面对严峻的市场形势，公司聚焦降本增效、存量优 化，向管理要效益，控费降本成效显著，运营效率持续提升。公司通过技术改造降低能耗物耗，优化生 产调度以提升装置运行效率；与此同时，加强市场研判，灵活调整产品结构与销售策略，全力拓展高附 加值细分市场。报告期内，公司营业收入规模较2024年度同比实现双位数增长。 ...

2025年度业绩预告 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、本期业绩预告情况 1、业绩预告区间：2025 年 1 月 1 日至 2025 年 12 月 31 日 | 项目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：1,600.00 | 万元—2,000.00 | 万元 | 亏损：18,552.63 | 万元 | | 扣除非经常性损 益后的净利润 | 盈利：450.00 | 万元—675.00 | 万元 | 亏损：17,218.97 | 万元 | | 基本每股收益 | 盈利：0.0492 | 元/股—0.0614 | 元/股 | 亏损：0.5682 | 元/股 | 证券代码：002915 证券简称：中欣氟材 公告编号：2026-003 浙江中欣氟材股份有限公司 3、报告期内，公司非经常性损益金额约 1,150.00 万元至 1,325.00 万元，主 要为政府补助、公允价值变动收益及理财收益。 2、业绩预告情况：预计净利润为正值 ...

Core Viewpoint - PEEK exhibits excellent performance, with downstream development and application expansion driving demand [1] Group 1: PEEK Market Overview - PEEK is a lightweight material with outstanding mechanical, physical, thermal, corrosion resistance, electrical properties, and biocompatibility, ranking at the top of the special engineering plastics pyramid [1] - After over 40 years of development, PEEK has been widely used in automotive, electronics, industrial manufacturing, aerospace, and medical fields, with significant potential in emerging industries such as new energy, low-altitude, and robotics [1] - The global PEEK consumption is projected to reach approximately 10,000 tons in 2024, representing a year-on-year growth of 13.8%, with a forecasted market size of $1.226 billion by 2027 [1][70] - The domestic PEEK market is growing rapidly, with demand expected to increase at a CAGR of 23.5% from 1,100 tons in 2018 to 3,904 tons in 2024, leading to a market size of 1.455 billion yuan in 2024 [1][80] Group 2: Competitive Landscape - The PEEK production technology is complex, with a competitive landscape characterized by one leading player and several strong competitors. Victrex leads globally, followed by Solvay and Evonik [2] - Domestic companies such as Zhongyan Co., Pengfulong, and Junhua Co. are gradually emerging, accelerating their market share through technological breakthroughs and improved product quality [2][30] Group 3: Key Raw Materials - DFBP is a critical raw material for PEEK synthesis, accounting for about 50% of PEEK production costs. Approximately 0.8 tons of DFBP is required to produce one ton of PEEK [3] - In 2023, global DFBP consumption was 6,646.97 tons, with a consumption value of 974 million yuan, while China's DFBP consumption was 1,910.71 tons, valued at 250 million yuan [3] Group 4: Investment Recommendations - Suggested companies in the upstream raw materials include Xinhang New Materials, Zhongxin Fluorine Materials, and Xingfu New Materials [4] - Companies involved in PEEK production include Zhongyan Co., Water Co., and Jinfat Technology [4] - Companies engaged in PEEK processing and application include Huitong Co., Tongyi Co., and Kent Co. [4] Group 5: Industry Challenges and Opportunities - The PEEK industry faces challenges such as high production costs, long verification cycles, and the need for technological innovation to overcome processing difficulties [46][55] - The industry is exploring various avenues for breakthroughs, including technological innovation, cost reduction through vertical integration, and collaborative development with downstream partners [60][62] - Strong policy support is a key external factor enabling domestic PEEK companies to rise rapidly and challenge international giants [65][64]

Investment Rating - The report maintains a strong rating for the chemical industry, indicating a positive outlook for the sector [5]. Core Insights - The chemical sector has shown resilience with the CITIC Basic Chemical Index rising by 5.73% and the Shenwan Chemical Index increasing by 7.29% this week [13][16]. - Key sub-industries such as soda ash, chlor-alkali, and dyeing chemicals have experienced significant price increases, with soda ash rising by 13.3% [16]. - The report highlights the competitive strength of domestic tire manufacturers and suggests focusing on companies like Sailun Tire and Linglong Tire as potential growth opportunities [4]. - The polyurethane project by Huide Technology, with an annual production capacity of 600,000 tons, has commenced, indicating strategic growth in the new materials sector [3]. - The report emphasizes the tightening supply-demand dynamics in the phosphate chemical sector due to environmental regulations and increasing demand from the new energy sector [4]. Summary by Sections Market Overview - The Shanghai Composite Index increased by 0.84%, while the ChiNext Index decreased by 0.34% [13]. - The overall performance of the chemical sector is positive, with notable gains in various sub-industries [16]. Key Sub-Industry Developments - **Polyurethane**: The price of pure MDI in East China is reported at 17,600 RMB/ton, showing a week-on-week decline of 1.12% [28]. - **Tires**: The operating load for all-steel tires in Shandong is at 62.70%, reflecting a year-on-year increase of 20.70% [49]. - **Fertilizers**: Urea prices are at 1,757.45 RMB/ton, with a week-on-week decrease of 0.4% [63]. - **Vitamins**: The price of Vitamin A is reported at 61.5 RMB/kg, down 1.6% week-on-week [79]. Investment Themes - **Tire Sector**: Domestic tire companies are positioned strongly, with a focus on growth stocks [4]. - **Consumer Electronics**: Recovery in demand is anticipated, benefiting upstream material companies [4]. - **Phosphate Chemicals**: Supply constraints due to environmental policies are expected to tighten the market [4]. - **Vitamin Supply**: Supply disruptions in Vitamin A and E are noted, creating potential investment opportunities [4].

证券日报网讯1月21日，中欣氟材（002915）在互动平台回答投资者提问时表示，截至2026年1月20日公 司股东人数为70146户。 ...

Core Viewpoint - The PEEK (Polyether Ether Ketone) industry chain is expected to enter a high-growth phase, driven by increasing downstream demand and the ability of domestic companies to respond quickly and reduce costs, enhancing their market share in the domestic substitution process [1][2]. Group 1: PEEK Characteristics and Market Potential - PEEK is a high-performance engineering plastic with superior rigidity and toughness compared to general engineering plastics, significantly surpassing metal materials in specific strength, and offers advantages such as high temperature resistance, wear resistance, chemical corrosion resistance, and flame retardancy [1]. - The current market price for PEEK is estimated at 350,000 yuan per ton, corresponding to a market space of approximately 2.3 billion yuan. If PEEK's penetration in robotic components increases, the actual demand scale will further expand [1][4]. Group 2: Supply Side Dynamics - The global PEEK production capacity is dominated by international companies such as Victrex, Solvay, and Evonik, which have established high barriers in intellectual property and industrial-scale production. Domestic companies are actively expanding production and leveraging advantages in raw materials to accelerate substitution [2]. - China's PEEK production has significantly increased from approximately 200 tons in 2017 to an estimated 3,808 tons in 2024, indicating a deepening level of domestic production [2]. Group 3: Demand Side Trends - China, Europe, and the Americas are the main consumption regions for PEEK. China's demand for PEEK has grown from 80 tons in 2012 to 1,980 tons in 2021, with a CAGR of 42.84%, significantly outpacing the global average [3]. - The application of PEEK is expanding in high-end fields, with increasing commercialization and maturity in processing methods. It is gaining traction in sectors such as high-pressure charging, automotive lightweighting, medical devices, and humanoid robots [3]. Group 4: PEEK's Role in Humanoid Robotics - Breakthroughs in humanoid robotics and embodied intelligence are creating strong new growth opportunities for PEEK. The global number of humanoid robots in use is expected to exceed 100 million units by 2045, corresponding to a market size of approximately 10 trillion yuan [4]. - In the cost structure of robots, the motion layer (including components like planetary roller screws and harmonic reducers) accounts for about 55% of the total value. PEEK's advantages in lightweight and durability make it an ideal choice for enhancing the performance of these components [4].

Group 1 - The core point of the article is that Xinhang New Materials plans to acquire 51% of Hai Rui Te Engineering Plastics Co., Ltd. for 12.8826 million yuan, aiming to enhance its capabilities in the PAEK resin industry and explore new growth opportunities [2][3] - Hai Rui Te, established in 2013, specializes in the synthesis and modification of PEEK and PAEK resins, with an annual production capacity of over 200 tons, serving sectors such as aerospace, automotive, electronics, energy, and medical devices [2] - The acquisition aligns with the company's strategic planning to strengthen its service capabilities for PAEK resin customers and reduce costs by controlling raw material supply [3] Group 2 - Xinhang New Materials is the largest global supplier of DFBP, with an annual production capacity of 8,000 tons, and plans to increase this to 12,000 tons by the end of 2025 [6] - Competitors like Zhongxin Fluorine Materials and Dayang Biological are also expanding their production capacities, indicating a trend towards integrated supply chains in the PEEK industry [7] - The company faces challenges from international trade tensions and a declining European chemical market, which could impact its export business [8]

关于2025年度以简易程序 向特定对象发行股票申请获得深圳证券交易所受理的公告 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。 浙江中欣氟材股份有限公司（以下简称"公司"）近日收到深圳证券交易所（以下简称"深交所"）出具的 《关于受理浙江中欣氟材股份有限公司向特定对象发行股票申请文件的通知》（深证上审〔2026〕8 号）。深交所对公司报送的以简易程序向特定对象发行股票的申请文件进行了核对，认为申请文件齐 备，决定予以受理。 公司本次以简易程序向特定对象发行股票事宜尚需深交所审核通过，并获得中国证券监督管理委员会同 意注册的批复后方可实施。最终能否通过深交所审核并获得中国证券监督管理委员会同意注册的批复及 其时间仍存在不确定性。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002915 证券简称：中欣氟材公告编号：2026-002 浙江中欣氟材股份有限公司 公司将根据进展情况，严格按照相关规定及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 浙江中欣氟材股份有限公司董事会 2026年1月14日 ...