河南神马锦纶科技有限公司尼龙6民用丝一期项目正抓紧生产，职工查看尼龙6丝饼外观质量。 齐磊 摄 中国尼龙城企业加快智能化改造，采用智能自动包装系统打包。 齐磊 摄 中国尼龙城夜景。 资料图片 11月下旬，一场产业盛会在平顶山举行，这座素以煤炭知名的城市，迎来的却是大批服装纺织头部企业。 这场盛会是第二届中国尼龙产业发展大会。尼龙是重要的服装面料，因此众多纺织服装企业参会，包括波司 登、森马、鸿星尔克等知名服装品牌，涵盖绿色纤维、高端纺织、成衣制造等领域的多个优质项目在会上集 中签约。 今年以来，平顶山加快尼龙产业发展，强化创新驱动，积极强链壮群，完善服务保障，中国尼龙城已入驻企 业和项目200多个，尼龙新材料相关产能突破400万吨。 目前，中国尼龙城已入驻企业和项目200多个，尼龙新材料相关产能突破400万吨，尼龙新材料开发区成功创 建为国家级"绿色化工园区"，位列全国"十四五"具有竞争优势化工园区第49位、全国化工园区综合竞争力百 强榜第40位。 大力开展重点产业对接暨招商推介活动，今年实施尼龙新材料产业及相关项目74个，总投资537.22亿元，其 中计划建成30个项目，续建12个项目，新开工32个项目。 ...

Core Viewpoint - The company, 聚合顺新材料股份有限公司, is adjusting its fundraising project from an annual production capacity of 124,000 tons of nylon new materials to 50,800 tons, reflecting a strategic shift in production focus and capacity optimization [1][5][9]. Summary by Sections Project Adjustment Overview - The original project aimed for an annual production of 124,000 tons, including 104,000 tons of nylon 6 chips and 20,000 tons of copolymer nylon chips. The revised project will have a capacity of 50,800 tons, comprising 18,000 tons of nylon 6 copolymer chips, 14,000 tons of nylon 66 chips, 7,000 tons of nylon 66 copolymer chips, and 11,800 tons of modified nylon [1][8][12]. Funding and Financial Details - The company issued 3.38 million convertible bonds with a total amount of 338 million yuan, netting 331.67 million yuan after expenses. The bonds are set to be traded on the Shanghai Stock Exchange starting August 15, 2024 [2][3][12]. - The total investment for the new project is estimated at 281.19 million yuan, with 155.04 million yuan planned to be funded through the raised capital [8][12]. Reasons for Adjustment - The adjustment is driven by a reduced urgency for increasing nylon 6 chip production due to the anticipated release of production capacity from other projects. The company aims to focus on higher value-added products like copolymer nylon and nylon 66, which are expected to have broader market applications and enhance overall competitiveness [9][10][15]. - The company has already invested 76.24 million yuan in the original project, primarily in civil engineering, with a remaining balance of 78.80 million yuan [4][5][12]. Project Feasibility and Market Outlook - The project aligns with national policies supporting the nylon new materials industry, which is experiencing rapid growth. The company has established advanced production systems and a strong R&D team to support the new project [14][15]. - The expected internal rate of return for the project is 21.36%, with a payback period of 8.61 years [12][14]. Governance and Approval Process - The adjustments have been approved by the company's board and supervisory committee and will be submitted for shareholder and bondholder meetings for final approval [22][23][61].

Group 1 - The core transaction involves the sale of shares in Cangzhou Xuyang Chemical Co., Ltd. by Xuyang Group and its subsidiaries to Binhai Energy, with the aim of integrating operations and enhancing market position in the new materials sector [1][2] - The transaction will result in Binhai Energy becoming a subsidiary of Xuyang Group, allowing for consolidated financial reporting and operational synergies [1][4] - The target company specializes in nylon new materials, which are crucial for high-end manufacturing in China, aligning with government policies promoting the development of the nylon industry [2][3] Group 2 - Binhai Energy focuses on lithium battery anode materials, and the integration with the target company is expected to create a complete industrial chain for carbon materials, enhancing the group's capabilities in fine chemical products [4][5] - The nylon new materials produced by the target company are widely used in various industries, including automotive and electrical components, indicating a strong market demand [5][6] - The strategic move is anticipated to strengthen the group's position in the consumer market, particularly in the automotive sector, which is expected to attract more investors and enhance market valuation [6]