证券代码：600810 证券简称：神马股份 公告编号：2025-111 | 主要原 材料 | 2025 平均采购价 （元/吨） | 年 | 7-9 月 | 2024 | 年7-9 均采购价 （元/吨） | 月平 | 同比 | 2025 年 4-6 平均采购价 （元/吨） | 月 | 环比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 己二腈 | | | 15,428 | | | 16,412 | -6.00% | | 15,597 | -1.08% | | 精苯 | | | 5,494 | | | 7,932 | -30.74% | | 5,595 | -1.81% | 二、主要产品的价格变动情况（不含税） | 系列名称 | 主要产品 | 2025 年 7-9 月 平均售价（元/ | 2024年7-9月 平均售价（元 | 同比 | 2025 年 4-6 月平均售价 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | | | 吨） | /吨） | | （元/吨） ...

Core Viewpoint - Zhongjian Technology announced the successful development of the M40X product, which has garnered interest from users in high-rigidity applications, particularly in the aerospace and aviation sectors [1] Group 1 - The M40X product has been in development for several years, addressing the demand for high-rigidity products [1] - Communication with user units regarding the M40X has been positive, with satisfactory validation results [1] - The company has a dedicated graphitization production line that can manufacture not only the M40X but also other products in the M series [1] Group 2 - The company previously missed market opportunities due to insufficient production capacity but is now focused on regaining these opportunities through various efforts [1] - There is a strong confidence within the company regarding its ability to capture these market opportunities moving forward [1]

Core Viewpoint - Zhongjian Technology (300777) announced on October 30 that its current production of low-cost products utilizes a wet process, particularly in the precursor stage, while there are no special requirements for the production line in the carbonization stage [1] Group 1 - The company is focused on producing low-cost products using a wet process [1] - The precursor stage is highlighted as a key area where the wet process is applied [1] - There are no specific requirements for the production line during the carbonization stage [1]

Core Viewpoint - Zhongjian Technology (300777) announced on October 30 that the main difference in dry and wet processes lies in the raw silk production stage, while the carbonization equipment is essentially the same [1] Group 1 - The company has a dedicated line that utilizes the dry spray wet process, which has shown significant progress this year [1] - However, the application promotion of this process still requires further time and effort [1]

Core Viewpoint - Zhongjian Technology (300777) announced on October 30 that its fourth-phase project consists of two parts: precursor production and carbonization. The carbonization section is currently under construction, with two out of four production lines having completed the installation of main equipment and entering the single-machine debugging phase [1] Group 1 - The company expects all four production lines to be completed by the Spring Festival, with initial debugging on the first two lines, although product delivery will require user validation, indicating a timeline for market readiness [1] - All four production lines in the fourth-phase project are capable of producing 9H products, and an additional graphitization line is included to manufacture higher modulus products such as M40X and M55J [1] - The fourth-phase project has improved product grade compared to the third phase, as the company has considered both current production needs and future product layout [1]

Core Viewpoint - Zhongjian Technology (300777) announced on October 30 that the contribution of the ZT9 series products to the company's overall revenue and profit is gradually increasing, surpassing that of the traditional ZT7 series products according to the third-quarter report [1] Group 1 - The ZT9 series products are becoming a more significant part of the company's revenue and profit [1] - The contribution of ZT9 series products exceeded that of ZT7 series products in the third-quarter report [1]

Core Viewpoint - The company, Zhongjian Technology, announced that it is experiencing increased operational costs due to the expansion of its production capacity with the advancement of its third and fourth phase projects, while also facing temporary and phase-based adjustments in customer demand [1] Group 1: Production and Capacity - The company is expanding its production capacity as it progresses with its third and fourth phase projects [1] - Operational costs have increased as a result of this capacity expansion [1] Group 2: Tax Policy and Financial Impact - Starting from the second month of the second quarter in 2025, the company will no longer benefit from tax incentives [1] - The total delivery volume for the first three quarters has increased compared to last year, indicating some growth [1] Group 3: Customer Engagement and Product Development - The company is enhancing communication frequency and intensity with existing and potential customers [1] - Efforts are being made to advance the trial production and validation of new products, including the ZT8 series, to mitigate the impact of changing customer demand [1]

二、主要产品和原材料价格变动情况 江苏江南高纤股份有限公司（以下简称"公司"）根据上海证券交易所《关 于做好主板上市公司 2025 年第三季度报告披露工作的重要提醒》、《上海证券 交易所上市公司自律监管指引第 3 号——行业信息披露》的要求，现将 2025 年 第三季度主要经营数据公告如下： 一、主要产品的产量、销售及收入实现情况 | 主要产品 | 2025 年 1-9 | | 月 | 2025 1-9 | 年 | 月 | 2025 年 月 | 1-9 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 生产量（吨） | | | 销售量（吨） | | | 营业收入（万元） | | | 涤纶毛条 | | 4,836.59 | | | | 6,245.97 | 8,054.83 | | | 复合短纤维 | | 31,333.26 | | | | 29,344.19 | 30,696.27 | | 证券代码：600527 证券简称：江南高纤 编号：2025-051 江苏江南高纤股份有限公司 2025 年第三季度主要经营数据的公告 本公司董事会及 ...

Core Viewpoint - The company reported a decline in revenue and a net loss for the third quarter and the first three quarters of the year [1] Financial Performance - The third quarter revenue was 5.927 billion, a year-on-year decrease of 9.85% [1] - The net loss for the third quarter was 205 million [1] - The revenue for the first three quarters was 16.007 billion, reflecting a year-on-year decline of 12.49% [1] - The net loss for the first three quarters amounted to 467 million [1]

Core Points - The company reported a revenue of 5.927 billion yuan for Q3 2025, representing a year-on-year decline of 9.85% [1] - The net profit attributable to shareholders was a loss of 205 million yuan, with a basic earnings per share of -0.0526 yuan [1] - For the first three quarters, the company achieved a revenue of 16.007 billion yuan, down 12.49% year-on-year [1] - The net profit attributable to shareholders for the first three quarters was a loss of 467 million yuan, with a basic earnings per share of -0.1198 yuan [1]