投资者关系活动记录表 证券代码：002254 证券简称：泰和新材 泰和新材集团股份有限公司 投资者关系活动记录表 编号：2026-019-029 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 万家基金 李杨、况晓、叶勇 万家基金 汪洋、张希晨、刘洋 万家基金 雷寅嘉 长江证券 王呈、徐静、杨龙 国泰海通证券 沈唯 时间 2026 年 1 月 13 日 地点 公司会议室 上市公司接待人 员 董事会秘书董旭海、董事会办公室人员 投资者关系活动 主要内容介绍 投资者：简单介绍下公司情况？ 答：最开始我们是做氨纶，1989 年投产；后来开始做芳纶， 间位芳纶是 2004 年投产，芳纶纸是 2007 年，对位芳纶是 2011 年。间位主要特点是阻燃、耐高温、绝缘，阻燃方向是做防 护服，耐高温主要是用在高温除尘，绝缘主要是做成芳纶纸， 用在变压器、电机的绝缘上，也可以用在航空领域，做次受 力件。对位主要特点是高强、高模，高强主要是用来取代钢 材，高模主要是用在光缆。 投资者：芳纶除了间位和对位还有别的吗？ 答：下游，一 ...

Group 1: Product Overview - The company produces two types of aramid fibers: meta-aramid and para-aramid, with applications in flame retardant clothing, high-temperature filters, and insulation materials [2][3] - Current production capacity for both types of aramid fibers is 16,000 tons [3] - The price of meta-aramid has remained stable, while para-aramid prices have fluctuated significantly over the past two years [2][3] Group 2: Subsidiary and Market Dynamics - Minshida, a subsidiary with 67% ownership, primarily produces aramid paper and operates independently on the Beijing Stock Exchange [3][4] - The demand for aramid paper is driven by electrical grid upgrades, data centers, and the growing electric vehicle market [3][4] - Current production capacity for aramid paper is 4,500 tons, with a projected expansion to 6,000 tons by 2030 [4] Group 3: Product Quality and Competition - The value of aramid paper in transformers is only 3-5%, but its quality is critical for the overall performance of the transformer [3][4] - The transition to new suppliers requires long-term validation of product quality, which has been established over more than a decade [4] - The company faces competition in the transformer market, particularly from overseas suppliers [4] Group 4: Cost and Production Efficiency - The production lines for honeycomb and insulation materials were previously shared but are now being differentiated to improve efficiency [4] - There is a slight cost difference between honeycomb and insulation papers, with honeycomb requiring higher-grade para-aramid [4] - The company is focusing on quality improvement and load increase to reduce costs in its production processes [5] Group 5: Market Strategy and Future Plans - The low-end composite paper market is estimated to be around 2,000-3,000 tons, prompting the company to invest in this segment to maintain market share [5] - The company is exploring new business opportunities, including textile innovations and membrane production [5] - The management has implemented an employee stock ownership plan to incentivize performance across the group and its subsidiaries [4][5]

格隆汇1月13日丨欣龙控股(000955.SZ)在互动平台表示，目前公司未开展有关锂电池隔膜材料的研发。 ...

Core Viewpoint - The company, Tongyi Zhong (688722.SH), is focusing on the development and market expansion of ultra-high molecular weight polyethylene fibers, which possess numerous superior properties suitable for various applications [1] Group 1: Product Characteristics - Ultra-high molecular weight polyethylene fibers exhibit ultra-high strength, high modulus, low density, wear resistance, low-temperature resistance, UV resistance, shielding resistance, good flexibility, high impact energy absorption, and resistance to strong acids, strong bases, and chemical corrosion [1] Group 2: Market Development - Currently, the company's products have not been applied to the recovery offshore platform of the Pioneer rocket network, but the company is actively seeking to expand into related markets [1]

Core Viewpoint - The company, Tongyi Zhong (688722.SH), is focusing on the development and application of ultra-high molecular weight polyethylene fibers, which possess numerous superior properties suitable for high-end military and aerospace applications [1] Group 1: Product Characteristics - Ultra-high molecular weight polyethylene fibers exhibit ultra-high strength, high modulus, low density, wear resistance, low-temperature resistance, UV resistance, shielding resistance, good flexibility, high impact energy absorption, and resistance to strong acids, strong bases, and chemical corrosion [1] - These fibers meet the performance requirements for various application scenarios, indicating their versatility and potential in multiple industries [1] Group 2: Current Applications - The company's ultra-high molecular weight polyethylene fibers have been successfully utilized in the recovery systems for the Shenzhou spacecraft from Shenzhou V to Shenzhou IX, military amphibious tank landing equipment, and emergency landing systems for military aircraft runways [1] - Despite the successful applications in these areas, the company's products have not yet been applied to the netted rope recovery rocket field, highlighting a potential market expansion opportunity [1] Group 3: Market Development - The company is actively seeking to explore related markets for the application of its ultra-high molecular weight polyethylene fibers, indicating a strategic focus on growth and innovation in new sectors [1]

Group 1 - Jilin Chemical Fiber's stock price dropped by 5.03% to 4.53 CNY per share, with a trading volume of 733 million CNY and a turnover rate of 6.49%, resulting in a total market capitalization of 11.139 billion CNY [1] - The company, established on November 9, 1988, and listed on August 2, 1996, primarily engages in the production and sales of viscose fibers, with revenue composition as follows: viscose filament 56.30%, viscose staple fiber 24.55%, carbon fiber products 16.83%, and others 2.31% [1] Group 2 - Among the top ten circulating shareholders of Jilin Chemical Fiber, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) reduced its holdings by 222,000 shares in the third quarter, now holding 17.985 million shares, which accounts for 0.73% of circulating shares [2] - The Southern CSI 1000 ETF (512100), established on September 29, 2016, has a latest scale of 76.63 billion CNY, with a year-to-date return of 10.05% and a one-year return of 52.79% [2] - The fund manager, Cui Lei, has been in the position for 7 years and 69 days, managing a total fund asset of 122.76 billion CNY, with the best return during the tenure being 234.52% and the worst being -15.93% [2]

天眼查信息显示，上海经海纬象生物材料有限公司的股东为：上海经海纬象新材料有限公司、上海经海 纬象企业管理合伙企业（有限合伙）、中国国有企业混合所有制改革基金有限公司、泰兴经开区嘉植私 募股权投资基金合伙企业（有限合伙）。 来源：市场资讯 1月10日，天眼查融资历程显示，上海经海纬象生物材料有限公司近日获得"B轮"融资，涉及融资金额 近亿人民币，投资机构为打造生物基材料合成应用领导者，经海纬象成功完成B轮融资。 资料显示，上海经海纬象生物材料有限公司法定代表人为王慧，成立于2020年，位于上海市，是一家以 从事化学纤维制造业为主的企业。企业注册资本617.2839万人民币，并已于2026年完成了B轮，交易金 额近亿人民币。 通过天眼查大数据分析，上海经海纬象生物材料有限公司共对外投资了4家企业，知识产权方面有商标 信息3条，专利信息27条，此外企业还拥有行政许可1个。 ...

Group 1: Product Quality and Market Position - The company has improved the quality of spandex, achieving a first-class product rate close to the industry's highest level, with a premium over the industry average [2] - In 2026, the company plans to further enhance product quality and reduce costs, aiming for improved profitability [2] - The spandex industry saw the exit of two medium-capacity producers in 2025, with one major player withdrawing from the Chinese market [2] Group 2: Production Capacity and Sales - The company’s production capacity is influenced by product variety and sales capabilities [3] - The current operating rate is not at full capacity due to these factors, but can reach full capacity if market conditions are favorable [3] - The company’s nominal production capacity for spandex in Ningxia is 85,000 tons [5] Group 3: Market Trends and Pricing - There is currently some pressure on pricing in the industry, but it is expected to stabilize without significant changes in the next one to two years [3] - The company is focusing on developing new application scenarios and expanding into overseas markets [3] - Export prices for products are generally higher than domestic prices, depending on specific orders and regions [4] Group 4: Technological Developments and Applications - The company is exploring applications of aramid paper in commercial aerospace, particularly in components like fairings and honeycomb structures [4] - The company is also working on green dyeing technologies, which currently have limited volume but are being refined for future orders [5] - The aramid fiber is primarily used in specialized applications such as backup power sources for data centers and certain types of batteries [4]

Core Viewpoint - The company, Zhongjian Technology, reported a decrease in the number of shareholders and a significant increase in stock price, indicating a concentration of shares and positive market sentiment [2] Group 1: Shareholder Information - As of January 10, 2026, the number of shareholders for Zhongjian Technology was 47,598, a decrease of 2,593 from the previous period, representing a decline of 5.17% [2] Group 2: Stock Performance - The closing price of Zhongjian Technology was 44.60 yuan, reflecting an increase of 5.54%, with a cumulative increase of 9.31% since the concentration of shares began [2] - The stock experienced four days of increases and two days of decreases during the reporting period [2] Group 3: Financing Data - As of January 9, the margin trading balance for the stock was 1.024 billion yuan, with a financing balance of 1.020 billion yuan, showing an increase of 12.4576 million yuan, or 1.24%, since the concentration of shares began [2] Group 4: Financial Performance - For the first three quarters, Zhongjian Technology achieved operating revenue of 684 million yuan, a year-on-year increase of 28.46%, and a net profit of 290 million yuan, a year-on-year increase of 25.45% [2] - The basic earnings per share were 0.6613 yuan, with a weighted average return on equity of 6.44% [2]

Core Viewpoint - China Resources Materials (华润材料) is actively advancing its new material business, including health polyester and high-temperature resistant polyester, in addition to PETG and rPET [1] Group 1 - The company is focusing on the development of health polyester and high-temperature resistant polyester as part of its new materials strategy [1] - Detailed information regarding these developments will be available in the company's 2024 annual report [1]