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泰和新材让化纤衣物可“永续再生”
Da Zhong Ri Bao· 2025-09-28 22:45
■ 编者按 大众日报·大众新闻推出"走在前、挑大梁·产业链上的山东好品牌"专栏,派出记者深入各产业链上的骨干企业蹲点采访,展现山东加快全产业链布局、建 链补链延链强链的典型成效,以及企业攻克关键技术、做大做强品牌的生动实践。敬请关注。 破解废旧纺织品再生循环利用难题 泰和新材让化纤衣物可"永续再生" 烟台黄渤海新区泰和新材集团股份有限公司的展厅里,一件不起眼的棕色冲锋衣,有望改写纺织行业的发展方向。 这款"零碳"工装在第三届上海国际碳中和博览会一经发布,就获得了众多知名服装品牌的青睐。"目前,下游企业急切地等待我们的纤维材料。"王召辰 说,欧盟要求纺织品中再生材料的使用比例要达到30%以上,国际品牌对再生材料的需求尤为迫切。 2022年,泰和新材董事长宋西全在一次行业会议上与下游客户交流时,意识到服装回收不仅是行业的难点,更是全社会共同面对的痛点。 难点与痛点,往往蕴藏着机遇。回到公司后,宋西全立即组织研讨服装回收再利用项目的可行性,并专门成立了T2T项目组,由技术骨干申彦兵任项目负 责人。 所谓T2T,即"Textile to Textile"(纤维到纤维),该理念最早由欧盟提出,强调服装中必须含有源自废旧 ...
交通银行平顶山分行助力神马股份稳外贸并强化汇率中性理念
Zheng Quan Ri Bao Zhi Sheng· 2025-09-28 16:08
未来,交通银行平顶山分行将继续贯彻落实稳外贸相关工作部署,持续推动金融产品与服务创新,不断 完善企业汇率风险管理服务体系。同时,进一步强化汇率风险中性理念的宣传与引导,以此合作为示 范,助力更多外贸企业提升综合抗风险能力,为支持地方实体经济高质量发展注入金融动能。 (CIS) 作为平顶山外贸领域的标杆企业,神马股份在日常经营中面临一定的汇率波动影响。交通银行平顶山分 行以国家稳外贸政策为指导,通过省行、分行联动,积极向企业传导汇率风险中性的财务管理理念。在 深入了解企业实际经营和外汇风险敞口情况后,该行提供了有针对性的汇率风险管理服务,协助企业逐 步建立更为科学、规范的外汇风险管理体系。 神马股份相关负责人表示,通过交通银行的专业服务,企业不仅提升了汇率波动下的成本管控能力,也 更加深刻地认识到坚持汇率风险中性理念对于财务稳健的重要性,有助于企业聚焦主业经营,实现可持 续发展,成为当前稳外贸背景下增强风险防控能力的有效工具。 在国际贸易形势复杂多变、汇率波动加剧的背景下,交通银行平顶山分行积极响应国家稳外贸政策号 召,近日向本地重点外贸企业神马股份提供了专业的汇率风险管理服务,助力企业增强应对汇率波动的 能力 ...
南华期货乙二醇产业周报:订单边际好转,但上方维持承压-20250928
Nan Hua Qi Huo· 2025-09-28 12:38
南华期货乙二醇产业周报 ——订单边际好转,但上方维持承压 戴一帆(投资咨询资格证号:Z0015428 ) 周嘉伟(期货从业资格证号:F03133676) 交易咨询业务资格:证监许可【2011】1290号 2025年9月28日 第一章 核心矛盾及策略建议 1.1 核心矛盾 总体而言,乙二醇近期供需边际好转,累库预期随意外检修幅度有所收窄。需求端随天气转冷冬季订单 下发边际好转,但目前来看以阶段性好转为主,旺季不旺预期难以扭转,聚酯高度总体有限。近端显性库存 去化至历史低位,且10月底之前累库幅度有限,若出现意外或可产生流动性行情,基差维持正套看待。单边 向上难觅驱动,或有阶段性反弹节奏,但乙二醇长期累库预期使得乙二醇空配地位难改,向上突破在基本面 之外仍需宏观或成本端推动。目前而言,乙二醇短期驱动不足,预计维持4150-4350区间震荡,可以区间操作 或者在70以上入场卖出eg2601-P-4150。 ∗ 近端交易逻辑 1、乙二醇港口显性库存持续去化至历史低位,10月底之前预计维持60万吨以下显性库存,短期流动性偏紧格 局难改。 2、国内乙二醇开工已升至高位,"能开尽开"背景下供应弹性有限,若出现供应端意外难有 ...
义乌华鼎锦纶股份有限公司 关于向特定对象发行A股股票申请 获得上海证券交易所受理的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-27 00:45
Group 1 - The company, Yiwu Huading Nylon Co., Ltd., has received acceptance from the Shanghai Stock Exchange for its application to issue A-shares to specific investors [1][2] - The application documents submitted by the company were found to be complete and in compliance with legal requirements by the Shanghai Stock Exchange [1] - The issuance of A-shares is subject to approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission, indicating uncertainty regarding the final approval [2] Group 2 - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations as the situation progresses [2] - The announcement was made by the board of directors of Yiwu Huading Nylon Co., Ltd. on September 27, 2025 [4]
同大股份拟斥资不超1亿元闲置自有资金 投向国债逆回购与低风险理财
Xin Lang Cai Jing· 2025-09-26 12:03
Investment Purpose and Amount - The company aims to improve the efficiency of its idle funds by investing in government bond reverse repos and low-risk financial products, ensuring that the main business operations and capital safety are not affected, with a maximum investment amount of 100 million yuan [2][5] - The investment amount can be used on a rolling basis within the approved limit [2] Investment Types and Approval Process - The investment will focus on government bond reverse repos and low-risk financial products with high safety and liquidity [3] - The board of directors has approved the investment, granting the management team the authority to make decisions and sign contracts within the specified limits and duration, with the finance department responsible for implementation [3] Impact on the Company - Utilizing idle funds for investment is expected to enhance returns without affecting the main business operations, and it does not harm the interests of the company or its shareholders, particularly minority shareholders [5] - The supervisory board has recognized the legality and compliance of the decision-making and approval process [5]
西大门股价涨5.02%,华夏基金旗下1只基金重仓,持有7100股浮盈赚取5609元
Xin Lang Cai Jing· 2025-09-26 05:28
9月26日,西大门涨5.02%,截至发稿,报16.52元/股,成交6906.68万元,换手率2.24%,总市值31.60亿 元。 资料显示,浙江西大门新材料股份有限公司位于浙江省绍兴市柯桥区兰亭镇阮港村,成立日期1997年12 月22日,上市日期2020年12月31日,公司主营业务涉及功能性遮阳材料的研发、生产和销售。主营业务 收入构成为:成品窗帘50.84%,遮光面料19.73%,阳光面料17.69%,可调光面料8.89%,其他2.84%。 从基金十大重仓股角度 华夏聚惠FOFA(005218)基金经理为卢少强、孟清扬。 截至发稿,卢少强累计任职时间3年127天,现任基金资产总规模16.07亿元,任职期间最佳基金回报 26.64%, 任职期间最差基金回报-13.62%。 孟清扬累计任职时间1年283天,现任基金资产总规模20.77亿元,任职期间最佳基金回报14.37%, 任职 期间最差基金回报1.03%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快 ...
粘胶短纤市场展望专家会
2025-09-26 02:29
粘胶短纤市场展望专家会 20250924 从 2020 年赛得利中国第二条线投产之后,中国近五年没有实质性的新增产能, 主要是行业内部兼并收购、老装置搬迁及原有设备技术升级带来的局部新增产 能。整体上,行业产能呈下降趋势,目前总产能为 486 万吨。行业前三名龙头 企业仍保持 70%以上的市场份额。此外,行业差异化率接近 30%。 尼龙短纤的产量和需求情况如何? 尽管中国尼龙短纤总产能近年来处于下降趋势,但随着产能利用率提升,尼尔 短纤的产量不仅没有下降,反而明显上升。2023 年首次超过 400 万吨,预计 2024 年和 2025 年将接近 435-440 万吨。从需求方面来看,我们将其分为国 内消费、出口和库存三部分。国内消费主要用于纺织(包括纯纺和混纺)及无 纺布领域,其中纯纺占比接近一半,混纺约 30%,无妨约 16%。出口占比较 行业内企业成本差异显著,赛得利林浆纸一体化,中泰、三友自有绿碱, 新疆企业能源优势,亚美电场优势,使得各企业在行业低谷期具备更强 的生存能力。 粘胶行业已进入反内卷阶段,虽具备提价条件,但下游小单快返模式和 盈利状况不佳制约了提价空间,未来价格弹性主要取决于需求端增长和 ...
海阳科技9月25日获融资买入789.36万元,融资余额8431.81万元
Xin Lang Cai Jing· 2025-09-26 01:46
Summary of Key Points Core Viewpoint - On September 25, Haiyang Technology experienced a decline of 1.11% in stock price, with a trading volume of 90.19 million yuan. The company had a net financing outflow of 830,000 yuan on that day, indicating a potential decrease in investor confidence [1][2]. Financing and Trading Data - On September 25, Haiyang Technology had a financing buy-in amount of 7.89 million yuan and a financing repayment of 8.72 million yuan, resulting in a net financing buy-in of -0.83 million yuan. The total financing and securities balance as of that date was 84.32 million yuan, which represents 6.64% of the company's market capitalization [1][2]. - The company had no short selling activity on September 25, with both short selling and short balance recorded at zero [2]. Company Overview - Haiyang Technology, established on November 5, 1979, is located at 122 Haiyang West Road, Taizhou, Jiangsu Province. The company specializes in the research, production, and sales of nylon 6 series products. The revenue composition includes nylon 6 chips (60.75%), tire fabric (34.50%), nylon 6 yarn (4.51%), and other products (0.23%) [2]. - As of September 19, the number of shareholders for Haiyang Technology was 26,200, an increase of 1.58% from the previous period, with an average of 1,355 circulating shares per shareholder, a decrease of 1.55% [2]. Financial Performance - For the first half of 2025, Haiyang Technology reported a revenue of 2.358 billion yuan, reflecting a year-on-year decrease of 14.01%. However, the net profit attributable to shareholders was 78.85 million yuan, showing a year-on-year increase of 1.61% [2]. - Since its A-share listing, Haiyang Technology has distributed a total of 36.25 million yuan in dividends [3].
万凯新材9月25日获融资买入2317.38万元,融资余额6.55亿元
Xin Lang Cai Jing· 2025-09-26 01:36
Core Viewpoint - WanKai New Materials experienced a decline of 1.23% in stock price on September 25, with a trading volume of 238 million yuan, indicating potential market volatility and investor sentiment shifts [1]. Financing Summary - On September 25, WanKai New Materials had a financing buy-in amount of 23.17 million yuan, with a net financing buy of 1.01 million yuan after 22.16 million yuan in financing repayments [1]. - The total financing and securities balance reached 655 million yuan, accounting for 10.67% of the circulating market value, which is above the 90th percentile of the past year, indicating a high level of financing activity [1]. - The company had no short-selling activity on September 25, with a short-selling balance of 48.81 thousand yuan, also above the 70th percentile of the past year [1]. Company Performance - As of August 31, the number of shareholders for WanKai New Materials was 28,200, a decrease of 10.60% from the previous period, while the average circulating shares per person increased by 11.85% to 10,100 shares [2]. - For the first half of 2025, the company reported a revenue of 8.213 billion yuan, a year-on-year decrease of 4.87%, while the net profit attributable to shareholders increased by 30.33% to 562.93 million yuan [2]. - Since its A-share listing, WanKai New Materials has distributed a total of 325 million yuan in dividends, with 256 million yuan distributed over the past three years [2]. Shareholder Composition - As of June 30, 2025, Morgan Emerging Power Mixed A was the seventh largest circulating shareholder with 4.4435 million shares, a decrease of 86,000 shares from the previous period [2]. - 华夏行业景气混合A ranked as the ninth largest circulating shareholder, increasing its holdings by 82,200 shares to 3.8959 million shares [2].
达产后年产值可达约8亿元 和顺科技碳纤维项目设备安装进入收尾阶段
Quan Jing Wang· 2025-09-25 14:06
Group 1 - The core viewpoint of the news is that Hangzhou Heshun Technology Co., Ltd. is actively constructing its subsidiary, Heshun Carbon Fiber Project, which is expected to significantly contribute to the carbon fiber industry in China [1] - The Heshun Carbon Fiber Project, located in Hangzhou, covers an area of 80 acres and involves a total investment of approximately 992 million yuan, with an annual production capacity of 350 tons of high-performance carbon fiber and 850 tons of raw silk [1] - Upon reaching full production capacity, the project is projected to generate an annual output value of around 800 million yuan and an estimated tax contribution of 93 million yuan [1] Group 2 - Heshun Technology, established in 2003, focuses on the research, production, and sales of differentiated and functional biaxially stretched polyester film materials, catering to various customer needs [2] - The company aims to expand its product range and application areas, particularly in colored optical base films and other functional films, while exploring new materials, including high-performance carbon fiber [2] - The ongoing development in high-performance carbon fiber applications across various sectors, such as civil aviation and digital products, is expected to open new market opportunities for the carbon fiber industry in China [1]