化学纤维制造业

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皖维高新:前三季度净利润同比预增69.81%—109.77%
Zheng Quan Shi Bao Wang· 2025-09-24 08:09
人民财讯9月24日电,皖维高新(600063)9月24日公告,预计2025年前三季度实现净利润为3.4亿元到 4.2亿元,同比增长69.81%到109.77%。 报告期内,公司调整销售策略,外贸市场份额稳步提升,PVA出口量同比增长40%以上,醋酸甲酯出口 量同比增长30%左右,VAE乳液出口量实现大幅增长。同时,公司聚焦PVA下游高附加值新材料领域, 不断加大研发投入,部分产品打破国外垄断,PVA光学薄膜等新材料产品产销两旺,盈利能力大幅提 升。另外,煤炭、醋酸、PTA等原材料价格同比下跌,导致PVA、聚酯切片等产品毛利率提升,盈利能 力增强。 ...
中仑新材(301565.SZ):产品目前没有直接应用在半导体芯片领域
Ge Long Hui· 2025-09-24 08:06
Core Viewpoint - The company, Zhonglun New Materials (301565.SZ), is not currently applying its products in the semiconductor chip sector, focusing instead on new packaging materials for various industries [1] Product Overview - The main products include new energy BOPA films, functional BOPA films, and bio-based biodegradable BOPLA films, which are used for packaging in lithium batteries, consumer goods (food, daily chemicals), and pharmaceuticals [1] - The company is set to launch new energy BOPP films in the fourth quarter, primarily for use in film capacitor base films and composite current collector base films [1] Research and Development Focus - The company is deepening its expertise in the PA6 field and is actively exploring high-temperature nylon materials, specifically PA6T and PA10T, to meet the stringent requirements of future applications in humanoid robots, automotive engine components, and electronic devices [1]
皖维高新:预计前三季度净利润同比增长69.81%到109.77%
Xin Lang Cai Jing· 2025-09-24 08:05
皖维高新公告,预计2025年前三季度实现归属于上市公司股东的净利润为3.4亿元到4.2亿元,与上年同 期相比增加1.4亿元到2.2亿元,同比增长69.81%到109.77%。报告期内,公司调整销售策略,外贸市场 份额稳步提升,PVA出口量同比增长40%以上,醋酸甲酯出口量同比增长30%左右,VAE乳液出口量实 现大幅增长。同时,公司聚焦PVA下游高附加值新材料领域,不断加大研发投入,部分产品打破国外垄 断,PVA光学薄膜等新材料产品产销两旺,盈利能力大幅提升。另外,煤炭、醋酸、PTA等原材料价格 同比下跌,导致PVA、聚酯切片等产品毛利率提升,盈利能力增强。 ...
优彩资源(002998) - 002998优彩资源投资者关系活动记录表20250923
2025-09-24 06:30
证券代码:优彩资源 证券简称:002998 优彩环保资源科技股份有限公司投资者关系活动记录表 编号:YCZY20250923 3、今年以来,化工板块的景气度显著下降,公司是如何 在行业困难的情况下依旧保持业绩稳定的? 答:首先,公司顺应国家"构建节约型社会、发展循环经 济、发展战略性新兴产业"的政策导向,坚持"变废为宝、绿 色发展"的发展理念,坚持"既要金山银山、又要绿水青山" 的绿色环保经济发展道路,公司依托获得国家科技进步奖的废 旧聚酯高效再生及纤维制备产业化集成技术,可以使原料从单 组分单次再生纯涤纶变为包容一定杂质的多组分多次再生原 材料。在实际应用场景中,包括氨纶、锦纶等杂质的原料也可 以被优彩使用。因此优彩可利用他人不能利用的原材料,将"垃 圾"视为放错了的资源,做到环保效益最大化。同时也降低了 原料成本,做到了经济效益最大化。另外,我们运用原液着色 技术,免去中间印染环节,进一步降低污染,同时通过不同功 能的复配组合,开发多种复合功能的纤维产品。其次,优彩在 原生产品方面也具备竞争优势。我们研发新型材料替代传统材 料,并且在细分领域中做到极致的定制化,差异化,功能化。 最后,我司生产线可以柔性切 ...
安利股份(300218) - 2025年9月23日投资者关系活动记录表
2025-09-23 13:58
Business Overview - The company has focused on polyurethane composite materials for over 30 years, emphasizing "high performance, multifunctionality, and ecological sustainability" as its core development direction [2] - It has established a "2+2+2+2" product matrix and business structure, enabling a layered and collaborative development system [2] - The company serves global leading clients, including Nike, Adidas, and others, showcasing its capability in cross-field multi-category collaborative development [3] Revenue Composition - In the first half of 2025, the revenue composition remained stable, with functional footwear materials and sofa home furnishings accounting for nearly 70% of total revenue [3] - The automotive interior segment has seen rapid growth, while the electronic products segment remains stable, and the sports equipment segment has slightly decreased, collectively making up about 30% of revenue [3] Product Categories and Growth Potential - **Functional Footwear Materials**: This category is the company's strongest, with a broad customer base including international brands like Nike and Adidas. The company has become a strategic partner for Nike in China [5][6] - **Automotive Interiors**: The company has entered this market with products used by major brands like BYD and Toyota, showing promising growth potential [7][8] - **Electronic Products**: The company has established partnerships with brands like Apple and Samsung, with ongoing efforts to expand its market share [8] Competitive Advantages - The company holds several national recognitions, including "National Key High-tech Enterprise" and "National Technology Innovation Demonstration Enterprise," which bolster its R&D capabilities [9] - It has a strong brand presence and customer relationships across multiple industries, enhancing its market competitiveness [9] - The company operates 40 production lines, optimizing production efficiency and quality while maintaining a flexible production model [10] Environmental Commitment - The company prioritizes eco-friendly practices, developing low-carbon and biodegradable materials to meet increasing market demands for sustainable products [12] - There is a growing trend among both international and domestic clients for eco-friendly materials, indicating a sustained increase in demand [12] International Operations - The company's operations in Vietnam have shown improvement, with production capacity increasing to over 300,000 meters per month and a 66.34% year-on-year revenue growth in the first half of 2025 [13] - The company is expected to achieve profitability as production scales up and operational efficiencies improve [13]
神马股份:拟以1亿元-2亿元回购公司股份
Xin Lang Cai Jing· 2025-09-23 11:22
神马股份公告,拟以1亿元-2亿元回购公司股份,回购价格不超过14.97元/股。此次回购股份将用于减少 注册资本并依法注销,预计回购股份数量约为668万股至1336.01万股,占公司总股本的比例为0.6581% 至1.3161%。回购资金来源为公司自有资金,回购期限为自股东大会审议通过股份回购方案之日起6个 月内。 ...
蒙泰高新:询价转让价格为23.87元/股
Xin Lang Cai Jing· 2025-09-23 10:26
Group 1 - The core point of the announcement is that Montai High-tech has preliminarily determined the inquiry transfer price to be 23.87 yuan per share based on the inquiry subscription situation as of September 23, 2025 [1] - The inquiry transfer will not be conducted through centralized bidding or block trading, and it does not fall under the category of secondary market reduction [1] - The transferee is prohibited from transferring the shares acquired through the inquiry transfer for a period of six months after the acquisition [1]
满足不同场景消费需求 南山智尚融合发展全产业链
Zhong Guo Jin Rong Xin Xi Wang· 2025-09-23 04:05
转自:新华财经 新华财经北京9月23日电(记者董道勇、贾云鹏)精选羊毛经过梳理、分类和检测被加工成毛条,以毛条为原料经过纺纱流程形成高品质纱 线,用纱线织成精纺面料,进而加工成"高级定制"服饰……在山东南山智尚科技股份有限公司,记者见证了从"羊毛"到"高级定制"服饰的全产 业链流程。 图为位于山东龙口的 南山智尚云尚工厂厂长华爱民介绍说,云尚工厂主要根据客户定制需求进行"量体裁衣",服装的材料、颜色、款式、尺寸都可以"按需定制"。 自2020年以来,订单量呈现逐年增长态势。 "不同于大规模批量化生产,定制服装总体成本相对较高,售价也相对较高。虽然,纺织服装行业的整体毛利比较低,但定制服装的整体利润 率还不错。"华爱民认为,定制化产品将是未来高端服饰的发展方向。 服装智能化工厂 精纺车间 近年来,南山智尚打造的羊毛服装和新材料两大产业链,呈现出融合发展态势。在羊毛服饰产业链方面,南山智尚年产高档精纺呢绒1600万 米、西服75万套;在新材料产业链上,3600吨超高分子量聚乙烯纤维已实现满负荷生产,8万吨锦纶项目进入市场化阶段。 南山智尚围绕健康舒适、个性化定制、低碳环保等趋势,研发的高性能差异化锦纶产品远销东南 ...
汇隆新材股价跌5.17%,汇安基金旗下1只基金重仓,持有12.33万股浮亏损失15.54万元
Xin Lang Cai Jing· 2025-09-23 02:38
9月23日,汇隆新材跌5.17%,截至发稿,报23.13元/股,成交3135.94万元,换手率1.60%,总市值27.06 亿元。 资料显示,浙江汇隆新材料股份有限公司位于浙江省德清县禹越镇杭海路88号,成立日期2004年6月14 日,上市日期2021年9月9日,公司主营业务涉及从事符合国家节能环保战略方向的原液着色纤维的研 发、生产及销售。主营业务收入构成为:差别化有色涤纶长丝FDY50.79%,差别化有色涤纶长丝 DTY45.22%,其他2.26%,差别化有色涤纶长丝POY1.73%。 截至发稿,柳预才累计任职时间4年269天,现任基金资产总规模12.22亿元,任职期间最佳基金回报 41.18%, 任职期间最差基金回报-17.08%。 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:小浪快报 数据显示,汇安基金旗下1只基金重仓汇隆新材。汇安多策略混合A(005109)二季度持有股数12.33万 股,占基金净值比例为1.41%,位居第六大重仓股。根据测算,今日 ...
裕兴股份股价跌5.25%,渤海汇金资管旗下1只基金重仓,持有16.56万股浮亏损失5.3万元
Xin Lang Cai Jing· 2025-09-23 02:35
9月23日,裕兴股份跌5.25%,截至发稿,报5.77元/股,成交1864.24万元,换手率0.98%,总市值21.66 亿元。裕兴股份股价已经连续4天下跌,区间累计跌幅4.99%。 渤海汇金新动能主题混合A(010584)基金经理为何翔。 截至发稿,何翔累计任职时间8年63天,现任基金资产总规模4879.16万元,任职期间最佳基金回报 33.07%, 任职期间最差基金回报-17.42%。 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:小浪快报 资料显示,江苏裕兴薄膜科技股份有限公司位于江苏省常州市钟楼经济开发区童子河西路8-8号,成立 日期2004年12月10日,上市日期2012年3月29日,公司主营业务涉及中厚型特种功能性聚酯薄膜的研 发、生产和销售。主营业务收入构成为:聚酯薄膜87.20%,其他(补充)9.42%,涂布膜3.37%。 从基金十大重仓股角度 数据显示,渤海汇金资管旗下1只基金重仓裕兴股份。渤海汇金新动能主题混合A(010584)二季度增 持 ...