神马股份公告称，公司持有中平神马江苏新材料科技有限公司60%股权，为其控股方。江苏新材料8000 万元贷款于2025年11月到期，现申请续作，期限一年。公司拟按持股比例为其提供4800万元连带责任保 证担保，南通鹏发按持股比例提供3200万元担保。2025年12月5日，公司第十二届董事会第四次会议已 审议通过该议案，尚须提交股东会批准。截至公告日，公司及其控股子公司对外担保总额51.28亿元， 占最近一期经审计净资产的71.59%。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月5日，同益中在互动平台表示，公司机器人和人形机器人领域的市场开发进展顺利， 公司重点突破高分子腱绳"大拉力-低形变-长寿命"三角平衡技术问题，满足了机器人企业及关键部件对 柔性材料重承载、精度控制以及高寿命的技术要求，同时开发了多种与线轮、插销等部件相匹配的柔性 材料末端结束方式，研发并定型了系列高分子纤维腱绳产品，实现了批量生产，并进入工业应用领域多 家头部机器人企业供应商名录，陆续供应了多批多款产品，订单数量呈现明显增长趋势，但订单整体规 模还较小。 ...

Group 1: Industry Overview - The overall situation in the spandex industry is average, with some improvements noted by the company [2] - The spandex production capacity in Yantai is 15,000 tons, which is near the breakeven point [3] - The company has faced quality fluctuations in its products, particularly in Ningxia, affecting pricing and market promotion [3] Group 2: Production and Quality - The company has improved the quality of its spandex products, leading to a slight increase in its average price compared to the industry average [4] - The production capacity in Ningxia is 85,000 tons, with expectations to break even this year [4] - The company is focusing on reducing costs and improving quality to achieve profitability [4] Group 3: Market Dynamics - The spandex market is currently facing challenges due to competition and pricing pressures, with a focus on maintaining quality to capture high-end markets [7] - The company aims to expand its product offerings and move closer to customers by providing comprehensive solutions [8] - The demand for aramid fibers is growing, particularly in protective applications, but overall growth remains modest [8] Group 4: Future Outlook - The company plans to enhance its production capabilities and explore new applications for its products, including in the battery and aerospace sectors [5][6] - There is potential for growth in the aramid fiber market, especially in areas where domestic demand is underdeveloped [8] - The company is committed to improving its operational efficiency and product quality to navigate the current market challenges [8]

Core Viewpoint - The report highlights the current state and future investment prospects of the chemical fiber industry in China, indicating a mixed performance in export values for 2025 [1] Industry Summary - In October 2025, the total export value of China's chemical fiber manufacturing industry was 5.3 billion, showing a year-on-year decline of 8.2% [1] - Cumulatively, from January to October 2025, the export value reached 58.44 billion, reflecting a year-on-year growth of 3.8% [1] - The report is based on data from the National Bureau of Statistics and is compiled by Zhiyan Consulting, a leading industry research institution in China [1]

证券日报网讯 12月4日，南山智尚在互动平台回答投资者提问时表示，公司的超高分子量聚乙烯纤维定 位高端，可广泛应用于军工领域和民用领域，包括400D、800D及以上军用防护系列纤维、1000D- 1600D海洋绳网系列纤维、色丝、细旦丝等全品类产品。在军事装备领域，超高纤维是重要的材料，尤 其在防弹衣、防弹头盔和防护装甲制造中，其具有高耐磨性和韧性等特性，使其成为首选材料。超高材 料可应用于电池隔膜领域，公司在技术与材料方面具备相关生产能力，未来将持续关注相关行业动态， 若遇适宜市场契机将稳步推进相关业务布局。 （文章来源：证券日报） ...

Core Points - The actual controller and vice president of Yanjiang Co., Ltd., Xie Yingqiu, has passed away due to illness, as announced by the company [2] - Xie Yingqiu held 18,553,060 shares, accounting for 5.58% of the company's total share capital, and the company will handle the related legal procedures for his shares [2] - Following Xie Yingqiu's death, the board of directors will reduce to 8 members, and the company will conduct a board member election according to relevant regulations [2] - The company's production and operational activities are currently normal [2] Financial Performance - In the first three quarters of 2025, Yanjiang Co., Ltd. reported a revenue of 1.295 billion yuan, representing a year-on-year increase of 22.99% [4] - The net profit attributable to shareholders was 42.5018 million yuan, up 27.95% year-on-year [4] - The basic earnings per share were reported at 0.13 yuan [4] Company Overview - Yanjiang Co., Ltd. is located in the Xiang'an District of Xiamen, Fujian Province, and was established on April 3, 2000 [4] - The company was listed on June 2, 2017, and its main business involves the research, production, and sales of surface materials for disposable hygiene products [4]

和顺科技（301237.SZ）12月3日在投资者互动平台表示，公司碳纤维项目正按既定规划稳步推进，碳纤 维生产主要分三个环节：聚合、纺丝、碳化，目前核心进展聚焦于碳化环节，该环节将率先启动试车工 作，现已进行碳化设备的升温试车准备工作，后续进展请关注公司公告，谢谢。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好！请问贵公司在杭州的碳纤维项目是否已经 启动试车了？ ...

格隆汇12月4日丨南山智尚(300918.SZ)在投资者互动平台表示，公司的超高分子量聚乙烯纤维定位高 端，可广泛应用于军工领域和民用领域，包括400D、800D及以上军用防护系列纤维、1000D-1600D海 洋绳网系列纤维、色丝、细旦丝等全品类产品。在军事装备领域，超高纤维是重要的材料，尤其在防弹 衣、防弹头盔和防护装甲制造中，其具有高耐磨性和韧性等特性，使其成为首选材料。超高材料可应用 于电池隔膜领域，公司在技术与材料方面具备相关生产能力，未来将持续关注相关行业动态，若遇适宜 市场契机将稳步推进相关业务布局。 ...

格隆汇12月4日丨南山智尚(300918.SZ)在投资者互动平台表示，公司的超高分子量聚乙烯纤维定位高 端，可广泛应用于军工领域和民用领域，包括400D、800D及以上军用防护系列纤维、1000D-1600D海 洋绳网系列纤维、色丝、细旦丝等全品类产品。在军事装备领域，超高纤维是重要的材料，尤其在防弹 衣、防弹头盔和防护装甲制造中，其具有高耐磨性和韧性等特性，使其成为首选材料。超高材料可应用 于电池隔膜领域，公司在技术与材料方面具备相关生产能力，未来将持续关注相关行业动态，若遇适宜 市场契机将稳步推进相关业务布局。 ...

（编辑 袁冠琳） 证券日报网讯 12月3日，和顺科技在互动平台回答投资者提问时表示，公司碳纤维项目正按既定规划稳 步推进，碳纤维生产主要分三个环节：聚合、纺丝、碳化，目前核心进展聚焦于碳化环节，该环节将率 先启动试车工作，现已进行碳化设备的升温试车准备工作，后续进展请关注公司公告。 ...