登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：600889 公司简称：南京化纤 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 第二节 公司基本情况 2.1公司简介 ■ ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 □适用 √不适用 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公司经营情 况有 ...

格隆汇8月21日丨南京化纤(600889.SH)公布2025年半年度报告，报告期实现营业收入1.26亿元，同比下 降55.42%；归属于上市公司股东的净利润-8893.17万元；基本每股收益-0.24元。 ...

Economic Overview - Liaoning Province's economy showed overall stability from January to July, with a year-on-year industrial added value growth of 3.9% [1] - High-tech manufacturing sector experienced a significant growth of 7.8% [1] Industrial Performance - Mining industry added value increased by 10.9%, while manufacturing and electricity, heat, gas, and water production and supply sectors grew by 3.0% and 1.1% respectively [1] - Among 40 major industrial categories, 23 reported year-on-year growth, resulting in a growth coverage of 57.5% [1] - Notable growth sectors included chemical fiber manufacturing (up 9.3 times), and various manufacturing sectors such as railway, shipbuilding, aerospace, and non-ferrous metal mining [1] Investment Trends - Fixed asset investment in manufacturing increased by 22.8%, with high-tech manufacturing investment rising by 37.0% [2] - First industry investment decreased by 7.1%, while second industry investment grew by 7.9% [2] - Construction project investment saw a 1.8% increase, with projects over 100 million yuan growing by 6.0% [2] Consumer Market - Retail sales of consumer goods reached 597.72 billion yuan, marking a 5.5% year-on-year increase [2] - Basic living goods sales remained stable, with significant growth in food (17.0%), daily necessities (12.9%), and tobacco and alcohol (6.6%) [2] - Upgraded consumer goods showed rapid growth, including smartphones (up 130%), wearable devices (up 98.2%), and energy-efficient home appliances (up 46.6%) [2] Trade Performance - Total import and export value reached 437.61 billion yuan, with a slight year-on-year increase of 0.4% [3] - Exports totaled 234.78 billion yuan, reflecting a growth of 13.6% [3] - Key export categories included agricultural products (18.85 billion yuan, up 9.1%), steel (22.73 billion yuan, up 11.1%), and machinery and electrical products (118.51 billion yuan, up 8.9%) [3]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company achieved a revenue of 1.201 billion yuan in the first half of 2025, representing a year-on-year increase of 3.87%, while the net profit attributable to shareholders was 269 million yuan, a decrease of 26.85% year-on-year [2] - The fluctuation in performance is primarily due to product structure adjustments, with high-margin carbon fiber and fabric segments experiencing a revenue decline of 6.85% to 636 million yuan, despite maintaining a gross margin of 60.32% [2] - The low-margin wind power carbon beam business benefited from a recovery in downstream wind power demand, achieving a revenue increase of 47.95% to 369 million yuan, becoming a key growth driver [2] - The overall gross margin decreased from 44.63% in the first half of 2024 to 42.47% in the first half of 2025, influenced by changes in product structure [2] - The company is optimizing resource allocation to promote the scaling of products like wind power carbon beams, although demand in high-value-added areas is under short-term pressure, leading to profit growth significantly lagging behind revenue growth [2] Financial Summary - The company forecasts total revenue of 2.694 billion yuan for 2025, with a year-on-year growth of 9.94% [1] - The net profit attributable to shareholders is projected to be 761 million yuan in 2025, reflecting a year-on-year increase of 2.68% [1] - The latest diluted EPS is expected to be 0.92 yuan per share for 2025, with a P/E ratio of 34.17 [1] - The comprehensive gross margin for the first half of 2025 was 42.47%, with the carbon fiber and fabric segment maintaining a gross margin of 60.32% [2] - The company reported a cash flow from operating activities of 307 million yuan, a decrease of 15.76% year-on-year, primarily due to changes in payment collection and increased inventory [2]

星源材质（SZ 300568，收盘价：12.35元）8月19日晚间发布半年度业绩报告称，2025年上半年营业收 入约18.98亿元，同比增加14.78%；归属于上市公司股东的净利润约1亿元，同比减少58.53%；基本每股 收益0.08元，同比减少55.56%。 （文章来源：每日经济新闻） ...

证券日报网讯 泰和新材8月19日在互动平台回答投资者提问时表示，芳纶并不是耐温性能最好的纤维， 而是综合性能最好、最适合用于制作阻燃防护服的纤维。它具有强度高、可纺性能好、本质阻燃、耐高 温、不融熔、不产生毒气等特点，是制作消防服、抢险救援服、军警战训服、产业防护服等防护服装的 最佳材料。 （编辑 王雪儿） ...

格隆汇8月19日丨同益中(688722.SH)在投资者互动平台表示，公司持续提升科技创新能力，在抗蠕变纤 维的制备技术上取得重大突破，开发出力学性能与国际同类产品性能指标相当的抗蠕变纤维产品，参与 制定并发布《FZ/T 54151—2024 抗蠕变超高分子量聚乙烯长丝》标准，相关产品可以满足海洋工程等 高端领域的需求。 ...

Core Viewpoint - The company reported a stable performance in the first half of 2025 despite short-term revenue pressures, driven by strategic business adjustments and a focus on core nylon production, indicating a positive long-term growth outlook [1][3][6]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 2.411 billion yuan, with a net profit attributable to shareholders of 153 million yuan [1]. - The company experienced a year-on-year decline in revenue primarily due to the divestiture of Tongtuo Technology, which reduced the scope of consolidated financial statements, and a decrease in product prices due to lower upstream raw material costs [2]. - The company’s total assets reached 6.329 billion yuan, a 7.0% increase from the beginning of the year, while shareholders' equity rose by 4.0% to 3.938 billion yuan [2]. - Research and development expenses amounted to 99.8921 million yuan, ensuring ongoing product development and technological upgrades [2]. Cost Structure and Efficiency - The company significantly optimized its expense structure post-divestiture, with selling expenses dropping by 94.8% to 21.65 million yuan and management expenses decreasing by 25.8% to 71.02 million yuan [2]. - Operating costs decreased from 3.617 billion yuan to 2.044 billion yuan, reflecting a 43.5% reduction, alleviating cost pressures [2]. Investment and Capacity Expansion - The company is focused on enhancing its core competitiveness through substantial investments in differentiated nylon filament production, with projects including a 65,000-ton high-quality differentiated nylon PA6 filament project and a 60,000-ton high-quality nylon PA66 filament project, with total investments of 950 million yuan and 1.031 billion yuan respectively [4]. - In 2025, the company plans to initiate a 200,000-ton functional nylon PA6 filament project with a total investment of 2.738 billion yuan, which is expected to significantly enhance production capacity and strengthen its market position [4]. Technological Innovation and Sustainability - The company has established a robust research and development framework, collaborating with institutions like the Chinese Academy of Sciences and Zhejiang Sci-Tech University to innovate in functional fiber products [5]. - The "Hua Ding Wuzhou Nylon Fiber Future Factory" has been recognized as a demonstration project for future factories in Zhejiang Province, utilizing advanced technologies to enhance production efficiency [5][6]. - The company is actively pursuing green manufacturing initiatives, developing eco-friendly and recycled fibers that meet global sustainability standards, thus aligning with the textile industry's shift towards sustainable practices [6]. Overall Outlook - Despite short-term challenges, the company is positioned for long-term growth through improved cost structures, increased asset and equity levels, stable R&D investments, and enhanced investment returns, indicating a positive trend towards focusing on its core business [3][6]. - The strategic focus on capacity expansion and innovation is expected to facilitate a transition from scale-driven growth to innovation and sustainability-driven growth, positioning the company as a global leader in high-end nylon filament [6].

Group 1 - The company approved the use of up to RMB 300 million of idle raised funds for cash management, investing in low-risk, high-liquidity principal-protected financial products [1] - On May 15, 2025, the company used RMB 90 million of idle funds to purchase structured deposit products from Bank of China and China Minsheng Bank [2] - The structured deposit products matured on August 15, 2025, with the company recovering the principal of RMB 90 million and earning a return of RMB 256,171.23 [2] Group 2 - As of the announcement date, the company has utilized raised funds for entrusted wealth management over the past twelve months [3]

天眼查显示，近日，江苏巨辉新材料有限公司成立，法定代表人为王远飞，注册资本10000万人民币， 由江苏兴阜建设发展有限公司全资持股。 序号股东名称持股比例1江苏兴阜建设发展有限公司100% 经营范围含高性能纤维及复合材料制造；合成纤维制造；合成纤维销售；玻璃制造；玻璃纤维及制品制 造；金属制品销售；新材料技术推广服务；新材料技术研发；通用设备制造（不含特种设备制造）；技 术推广服务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；金属材料销售；化工 产品销售（不含许可类化工产品）；专用化学产品销售（不含危险化学品）；高性能纤维及复合材料销 售；石墨烯材料销售；财务咨询；供应链管理服务（除依法须经批准的项目外，凭营业执照依法自主开 展经营活动） 企业名称江苏巨辉新材料有限公司法定代表人王远飞注册资本10000万人民币国标行业制造业>化学纤 维制造业>纤维素纤维原料及纤维制造地址阜宁县金沙湖街道金沙湖大道31号企业类型有限责任公司营 业期限2025-8-18至无固定期限登记机关阜宁县政务服务管理办公室 来源：金融界 ...