答：公司高速通信线厂房和生产设备具有一定通用性，且公 司购买的进口发泡芯线挤出机在技术性能上具有突出优势，也能 用于生产公司其他通信线缆产品，具备一定的产能调整空间。未 来，公司将持续关注行业和市场需求变化，结合客户订单情况和 自身经营情况，动态优化产能配置，合理匹配市场需求。 证券代码：002130 证券简称：沃尔核材 深圳市沃尔核材股份有限公司 投资者关系活动记录表 编号：2026-001 投资者关系活 动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 及人员姓名 永赢基金 郑奇波 人保资产香港 陈其平 轩汉投资 周垚煜 汇添富基金 钱晨润 时间 2026 年 1 月 8 日 地点 深圳市坪山区兰景北路沃尔工业园综合楼会议室 上市公司接待 人员姓名 董事会秘书 邱微女士 投资者关系活 动主要内容介 绍 一、参观公司展厅 二、双方沟通交流 1、请问公司关键设备罗森道发泡设备的到货情况如何？目 前已经投产了多少台？ 答：2025 年以来公司的进口发泡芯线挤出机按计划陆续到 货，目前公司已拥有 16 台进口发泡芯线挤出机，其余设备受海 运时 ...

证券日报网讯 1月6日，文灿股份在互动平台回答投资者提问时表示，公司结合当前客户订单规划及未 来市场发展情况，合理规划和布局产能。公司将深耕现有客户以及争取更多头部客户的新产品应用机 会，增加业务成长点。 （编辑 楚丽君） ...

Report Industry Investment Rating No relevant information provided. Core Viewpoints of the Report - Short fiber: In the short term, it is a volatile market, and in the medium term, it is weak. The contradiction between upstream and downstream continues, with short - term high - level volatility. The actual output of short fiber increases, and the strategy of going long on PX/TA and short on PF should be continued to hold [7]. - Bottle chips: It shows a volatile and weak trend. The contradiction between upstream and downstream continues, with short - term high - level volatility. The actual supply in January is expected to increase first and then decrease, and the supply - demand situation will improve marginally from late January to the end of the month. A light - position long spread strategy can be considered at low prices [9]. Summary by Relevant Catalogs Short Fiber (PF) Valuation and Profit - The current spot premium is 950 - 1000 yuan/ton, and the futures margin is 1000 yuan/ton, which is relatively high. The futures margin is on the low side [8][96]. Fundamental Operation - Supply: The factory operating rate has increased to 98.5%. Some factories plan to shut down before the Spring Festival, mainly around the end of January [7]. - Demand: Domestic terminal orders are weakening, and the yarn, weaving, and grey fabric sectors are reducing their loads. The demand is expected to be weak in the future. Some downstream factories may consider taking early holidays in mid - January. The short fiber is nominally destocking, but the physical inventory is accumulating. The short - fiber inventory index has risen to 8.9 days (+1.2 days) [7]. - Strategy: 1) No unilateral strategy. 2) Observe long spreads at low prices and intervene when the valuation is reasonable. 3) Continue to hold the strategy of going long on PX/TA and short on PF [8]. Upstream Viewpoint Summary No relevant information provided. Bottle Chips (PR) Valuation and Profit - The spot processing fee is 400 - 450 yuan/ton, which is neutral; the 02 - 03 processing fee is 400 - 450 yuan/ton, also neutral [9]. Fundamental Operation - Supply: The average operating rate this week is expected to reach 82.2%. Factory operations have resumed, and new devices are being put into production. Overall operations may decline from late January [9]. - Demand: Downstream operations have increased month - on - month. The average operation rate of beverage factories has recovered to around 70%. The operation rates of the edible oil and sheet sectors have also increased month - on - month. Exports from November to December are expected to be in the range of 55 - 60 tons. Factories are destocking, and the inventory has decreased to around 13 days [9]. - Strategy: 1) No unilateral strategy. 2) Take profit on short spreads and consider light - position long spreads (for contracts after March). 3) No cross - variety strategy [9]. Base and Calendar Spread - The price has回调 from a high level, the base has significantly recovered, the near - term calendar spread is still affected by deliverable products, and the far - end structure is gradually strengthening [21]. Spot Price and Important Spreads - The price has been rising continuously, and the trading sentiment is fair. The average weekly quotation is 6035 yuan/ton, and the average FOB price is 795 US dollars/ton [24]. - Compared with PVC, the substitution drive is low; compared with PP and other general plastics, the cost - effectiveness is prominent, and the substitution in the packaging field continues [26][27]. Production and Operation - Since 2024, the production capacity base has been expanding, and the current effective production capacity has reached 2168 tons (CCF caliber). After the new device of Fuhai is put into production, the production capacity base will rise to 2198 tons. The bottle - chip load this week is expected to rise to 82.2% [32]. Raw Materials - PTA load is low, and the processing fee has slightly recovered; ethylene glycol load has rebounded to a high level, and the port inventory is accumulating [33][39]. Cost and Profit - The polymerization cost is around 5550 - 5600 yuan/ton. The bottle - chip processing fee is passively compressed, and the spot processing fee is around 450 yuan/ton. The export profit is around 725 - 750 yuan/ton [44]. Inventory - The inventory pressure of domestic polyester bottle - chip factories is neutral, and the inventory has decreased to around 13 days. According to CCF data, the estimated social inventory in November is 323 tons, and in December it is 344 tons [49]. Device Changes - Some devices are under maintenance, and some new devices have been put into production. Pay attention to the progress of new device implementation [55][56]. Demand - The downstream operation rate has increased month - on - month. The operation of beverage enterprises has slightly recovered, the edible oil factory operation is at a medium - to - low level, and the demand for sheet materials is neutrally supported [59][60][61]. Global Trade Flow of Bottle Chips - Overseas bottle - chip production capacity has increased little in recent years. The downstream demand increment overseas will increasingly rely on imports to achieve supply - demand balance. China's main bottle - chip export trade flows include China - Southeast Asia - South Asia, China - Central Asia, Russia, and Eastern Europe, etc. [73]. Export Situation of Bottle Chips - In November 2025, the total export volume of polyester bottle chips and slices was 65.8 tons, a year - on - year increase of 2.5%. From January to November 2025, the total export volume was 708.8 tons, a year - on - year increase of 13.9% [80]. Supply - Demand Balance Sheet of Bottle Chips - There is a trend of inventory accumulation, but the amplitude is moderate [88]. Textile and Apparel Industry Retail - In November 2025, the retail sales of Chinese textile and apparel increased year - on - year but decreased month - on - month [132]. Export - In November 2025, the export of textile and apparel decreased month - on - month. From January to October 2025, the cumulative export of textile and apparel was 17491.9 billion yuan, a slight year - on - year decrease of 0.7% [140][144].

格隆汇12月24日｜多氟多在互动平台表示，公司六氟磷酸锂现有产能6万吨/年左右，扩产节奏根据市场 实际需求做动态调整；根据规划，明年年底电池板块产能预计达到50GWh，计划出货30GWh左右，具 体收入情况由产品销售量和市场价格决定。 ...

Core Viewpoint - The company plans to invest up to 1.5 billion yuan in the expansion of the Shuikou Industrial Park project in Huizhou, Guangdong Province, to enhance its production capacity and meet growing business demands [1] Group 1: Investment Details - The total investment for the project will not exceed 1.5 billion yuan, funded by the company's own resources [1] - The project includes the construction of new factories and supporting facilities, acquisition of fixed assets, and provision of working capital [1] Group 2: Project Scope - The new facility will focus on the research, production, and sales of high-performance communication cables, automotive intelligent industrial cables, automated flexible cables, industrial robot cables, and polymer foam materials [1] - The expected construction period for the project is 2 years [1] Group 3: Strategic Purpose - The expansion aims to address the company's increasing business needs and to proactively plan overall production capacity, thereby reducing operational risks associated with insufficient capacity [1] - The project is expected to significantly enhance the company's overall capacity reserves and delivery capabilities [1]

证券日报网12月11日讯中仑新材（301565）在回答调研者提问时表示，公司聚酰胺6(PA6)切片当前年产 能为14.5万吨，生产基地坐落于泉州。产能规划方面，目前在建PA6切片产能合计21万吨/年，其中14万 吨/年为公司首次公开发行股票(IPO)募投项目，7万吨/年为自有资金投入建设项目，上述在建产能合计 21万吨预计于2027年实现投产。近期己内酰胺行业达成"反内卷"共识后，行业生态呈现良性发展态势， 同时，公司具备向下游传导的能力，原料"反内卷"共识，有利于提升盈利水平。 ...

证券日报网12月9日讯三和管桩（003037）在回答调研者提问时表示，公司现阶段产能规划主要围绕国 内新生产基地的建设与投产。2025年以来，公司泰州、惠州等新建基地已陆续投产并稳步推进产能爬 坡，合肥基地二期项目目前已进入试产阶段，投产后将进一步满足周边区域市场需求。 ...

本文来源：企业公告 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 鑫椤会议： 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） 12月3日 ， 明冠新材 料股份有限公司发布公告称，公 司 第五届董事会第三次会议审议通过了 《关于定 增募集资金投资项目之"明冠锂膜公司年产2亿平米铝塑膜建设项目"延期 的议案》， 同意将该募投项目 的预定可使用状态日期由2025年12月31日再次延期至2027年12月31日。 而这也是该项目第二次延期， 两次延期后该项目预定投产日期已比原计划推迟三年半。 据了解，该项目自2022年定增募资到位以来，累计投入募集资 金金额仍为0，投资进度维持0%。 对于延期原因 ，公司表示主要基于行业环境与自身产能规划的审慎考量。一方面，2025年全球锂电池铝 塑膜市场需求预计超3亿平米，其中国产铝塑膜市场占比约 45%，但市场增速和进口替代速度未达预期。 另一方面，公司通过对2020年建设的年产1000万平米铝塑膜产线进行技术升级改造，已将该部分产能提 升至年产3000万平米 ...

关于产能规划的合理性，公司援引地方专项规划数据称，至2035年，简阳中心城区预计用水需求将远超 现有水厂产能。对于夹江县污水处理项目，公司预测当地污水处理需求将在2025-2035年间持续增长并 超过扩建后的总产能，强调产能消化预计不存在重大不确定性。 关于前次募投项目效益未达预期，公司解释称，这主要系个别项目（如雅安市大兴污水处理厂）处于运 营初期、进水量不足以及尚未进入调价期等短期因素所致，并表示相关因素对本次募投项目影响有限。 针对融资规模，公司表示其资产负债率处于行业合理区间，经测算未来资金缺口较大，本次融资规模与 之匹配，且用于非资本性支出的比例（29.96%）符合监管要求（不超过30%），规模合理。 南方财经12月3日电，海天股份(603759.SH)近期因计划发行可转债募集资金不超过8.01亿元，收到上海 证券交易所问询函。监管机构重点关注了本次募投项目的必要性、产能规划合理性以及前次募投项目变 更等核心问题。公司及中介机构近日发布回复公告，对问询事项逐一作出说明。 针对募投项目实施必要性的问询，海天股份回应称，此举旨在解决供水业务面临的现实困境。公司指 出，其简阳第一水厂因设施老化，实际供水能 ...

Core Insights - Nord's wholly-owned subsidiary, Baijiada, signed a copper foil supply agreement with Zhongchuang Xinhang for 2026-2028, with a total supply of 373,000 tons, valued at nearly 40 billion yuan based on current market prices [1] Supply Agreement Details - The annual supply volumes are set at 58,000 tons, 130,000 tons, and 185,000 tons for the respective years, which represent 41%, 93%, and 132% of Nord's current annual production capacity of 140,000 tons [1] - The order size exceeds the company's current peak production capacity [1] Future Capacity Expansion - Nord plans to expand its global total production capacity to 300,000 tons per year by 2030, focusing on lithium batteries and high-end electronic circuit copper foil sectors [1]