化学纤维制造业

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聚杰微纤(300819)8月12日主力资金净流出2800.58万元
Sou Hu Cai Jing· 2025-08-12 11:45
天眼查商业履历信息显示,江苏聚杰微纤科技集团股份有限公司,成立于2000年,位于徐州市,是一家 以从事化学纤维制造业为主的企业。企业注册资本14920.5万人民币,实缴资本14920.5万人民币。公司 法定代表人为仲鸿天。 通过天眼查大数据分析,江苏聚杰微纤科技集团股份有限公司共对外投资了11家企业,参与招投标项目 11次,知识产权方面有商标信息185条,专利信息217条,此外企业还拥有行政许可17个。 来源:金融界 金融界消息 截至2025年8月12日收盘,聚杰微纤(300819)报收于26.92元,下跌2.39%,换手率 3.73%,成交量5.03万手,成交金额1.36亿元。 资金流向方面,今日主力资金净流出2800.58万元,占比成交额20.65%。其中,超大单净流出637.15万 元、占成交额4.7%,大单净流出2163.43万元、占成交额15.95%,中单净流出流出359.50万元、占成交 额2.65%,小单净流入3160.08万元、占成交额23.3%。 聚杰微纤最新一期业绩显示,截至2025一季报,公司营业总收入1.25亿元、同比增长5.06%,归属净利 润1470.94万元,同比增长30.49% ...
热点|绿色纤维企业扬州天富龙集团股份有限公司在上交所主板上市
Sou Hu Cai Jing· 2025-08-12 10:45
Core Viewpoint - Tianfulong Group has successfully listed on the Shanghai Stock Exchange, focusing on the green fiber sector, with an IPO of 40.01 million shares at a price of 23.60 yuan per share, resulting in a market capitalization of 28 billion yuan after a 200% opening surge [1] Group 1: Company Overview - Tianfulong is a well-known enterprise in China's polyester staple fiber sector, with an annual production capacity of 612,400 tons, specializing in differentiated composite fiber products and leading the recycled colored polyester staple fiber segment [3][4] - The company has developed core technological advantages in recycled colored polyester staple fibers, including the use of low-cost recycled materials and a comprehensive color formula database covering all Pantone color codes, with a total of 1,753 major color formulas and 13,455 sub-color formulas [3][4] Group 2: Market Position and Product Development - Tianfulong has established a low melting point short fiber process package that meets various customer application needs, and has developed flame-retardant and antibacterial composite fibers through innovative technologies [4] - According to the China Chemical Fiber Industry Association, Tianfulong holds a 45% market share in recycled short fibers for automotive interiors and has maintained the top position in low melting point short fiber sales with market shares of 32%, 28%, and 28% from 2021 to 2023 [4] Group 3: Business Strategy and Client Base - The company has built a synergistic group system around the research, production, and sales of differentiated polyester staple fibers, enhancing overall efficiency and market competitiveness [5] - Tianfulong has a diverse client base across various sectors, including automotive interiors, home textiles, construction engineering, healthcare, filtration materials, and flooring materials, with notable clients such as Zhonglian Carpet and Top Group [5] Group 4: Financial Performance - Tianfulong's revenue and net profit have shown steady growth, with revenues of 2.576 billion yuan, 3.336 billion yuan, and 3.841 billion yuan from 2022 to 2024, and net profits of 358 million yuan, 431 million yuan, and 454 million yuan during the same period [6] - The company projects revenue of approximately 1.754 billion to 1.860 billion yuan and net profit of about 226 million to 233 million yuan for the first half of 2025, indicating continued positive performance [6]
C天富龙获融资净买入5699.63万元
Zheng Quan Shi Bao Wang· 2025-08-11 01:56
Group 1 - C Tianfu Long (603406) saw a first-day increase of 140.68%, with a turnover rate of 81.54% and a transaction amount of 1.971 billion yuan [1] - The stock had a net inflow of 249 million yuan from main funds on its first trading day, with large orders contributing 620.83 million yuan and 1.87 billion yuan respectively [2] - The stock's first-day financing amount was 61.11 million yuan, accounting for 3.10% of the total trading volume, while the latest financing balance was 56.99 million yuan, representing 2.82% of the circulating market value [1][2] Group 2 - The company specializes in the research, production, and sales of differentiated polyester staple fibers [2] - On the first trading day, the top five trading departments on the dragon and tiger list had a total transaction of 292 million yuan, with a net purchase of 23.66 million yuan [2] - The financing balance for other newly listed stocks on the same day varied, with notable increases in their respective first-day price changes and financing balances [3]
南华期货聚酯产业周报(20250810):寻一浅滩,静等风来-20250811
Nan Hua Qi Huo· 2025-08-11 00:22
Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - Ethylene glycol (MEG) prices are expected to fluctuate within a range as the supply - demand balance remains stable with no obvious drivers. It is recommended to buy on dips, and the entry timing should focus on commodity sentiment. For bottle chips, the absolute price fluctuates with the cost - end, and the processing fee on the disk should be operated within a range [3][4]. - For PX - TA, the near - term supply - demand contradiction is not significant, mainly following cost - end fluctuations and delivery logic games. It is advisable to expand the PTA processing fee at low prices as the PX profit has recovered from a low level while the TA processing fee continues to decline [6][7][8]. Summary by Related Catalogs MEG - **Inventory**: The East China port inventory decreased to 51.6 tons, a decrease of 0.5 tons from the previous period. Next Monday, the port's visible inventory is expected to increase by about 2 tons [3]. - **Device**: Some domestic and overseas devices have undergone maintenance, startup, and load - adjustment operations. The total load has dropped to 68.4% (- 0.6%), with coal - based MEG load rising to 75.14% (+ 0.14%) [3]. - **Profit**: The raw material cost changes have led to a significant compression of coal - based MEG profits, and the EO - 1.3EG ratio has strengthened slightly and remained at a low level [3]. - **Demand**: The load of polyester products has been slightly adjusted, but downstream demand is still weak. The subsequent orders are expected to be released in the peak season, and the load of some products is expected to increase [4]. PX - TA - **PX**: Some PX devices have increased their loads, and the supply is expected to increase in August. The PX profit has been significantly repaired [6]. - **PTA**: PTA devices have reduced their loads and carried out maintenance, and the processing fee has continued to decline. The social inventory has slightly increased [7]. - **Demand**: Similar to MEG, the load of polyester products has been slightly adjusted, downstream demand is weak, and subsequent orders are expected to be released in the peak season [7]. Polyester - **Price and Profit**: The prices of polyester products have generally declined, and the profits of some products have changed. The processing fee of bottle chips has been repaired [13]. - **Load and Production**: The comprehensive load of polyester has increased to 88.8% (+ 0.7%), and the production of some products has changed [13]. - **Inventory and Sales**: The inventory of some polyester products has increased, and the sales volume has decreased [13]. Device Information - **MEG Device**: Multiple domestic and overseas MEG devices are in various states such as maintenance, startup, and shutdown [19]. - **PX Device**: Many domestic and overseas PX devices are under maintenance or shutdown, and some are expected to restart soon [21]. - **PTA Device**: Some PTA devices are in the process of maintenance, startup, and load - adjustment [22]. Production and Supply Plan - **PX, PTA, and MEG**: There are production and supply plans for different periods from 2024 to 2027, with expected increases in production capacity [23]. - **Polyester**: There are also production plans for different polyester products in 2025, with a total planned production capacity of 485 tons [24]. Market Data Charts - **PX**: Multiple charts show the price, inventory, load, and other data of PX, reflecting its market trends and seasonal characteristics [25][28][30][32]. - **PTA**: Various charts display the price, inventory, load, and other data of PTA, showing its market trends and seasonal patterns [74][77][79]. - **Polyester**: Charts present the price, load, production, sales, inventory, and other data of polyester products, reflecting the market situation and seasonal characteristics [107][108][110][113][115]. - **MEG**: Charts show the price, profit, load, inventory, and other data of MEG, demonstrating its market trends and seasonal features [168][169][171].
西大门建筑遮阳新材料项目被列入省级新兴产业集群强链补链A档项目
Zheng Quan Ri Bao· 2025-08-10 13:41
经研究决定,拟下达2025柯桥区新兴产业集群强链补链("415X"集群新质生产力)项目财政专项资金 1000万元,其中浙江西大门新材料股份有限公司(以下简称"西大门")和远辉智能装备(浙江)有限公 司各补助500万元。公示时间为2025年8月6日至8月8日。 资料显示,西大门是一家长期专注于功能性遮阳材料的研发、生产和销售的高新技术企业,目前已成为 国内功能性遮阳材料细分领域的龙头企业,产品远销全球六大洲、70余个国家和地区。 近期,西大门两项发明专利《基于MES的窗饰产品生产管理系统及方法》《一种遮阳物测试机及测试 方法》通过了国家知识产权局审核。西大门相关负责人在公开平台回复投资者称,两项专利技术已成功 在公司年产1650万平方米建筑遮阳新材料项目及年产300万套的高端遮阳窗饰产品项目中应用。公司将 继续进行技术创新,通过强大的研发创新实力,提升企业竞争力。 本报讯 (记者冯思婕)8月6日,浙江省绍兴市柯桥区经济和信息化局发布了关于下达2025年柯桥区新 兴产业集群强链补链("415X"集群新质生产力)项目财政专项资金的公示。 (文章来源:证券日报) 根据《关于组织开展新兴产业集群强链补链("415X"集 ...
江西绿竹源生物基新材料有限公司成立,注册资本1200万人民币
Sou Hu Cai Jing· 2025-08-08 17:11
Group 1 - A new company, Jiangxi Lvzhu Yuan Bio-based New Materials Co., Ltd., has been established with a registered capital of 12 million RMB [1] - The legal representative of the company is Jia Huiping, and it is located in the Yanshangang Industrial Park, Dongxiang District, Fuzhou City, Jiangxi Province [1] - The company is primarily engaged in the manufacturing and sales of bio-based materials, as well as the research and development of related technologies [1] Group 2 - The major shareholders include Jiangxi Zhenguan Environmental Degradable New Materials Co., Ltd. (67%), Fuzhou Dongxiang District Industrial and Technological Innovation Investment Group Co., Ltd. (18.83%), and Ganzhou Yourui Membrane New Materials Technology Co., Ltd. (12.17%) [1] - The company operates in the chemical fiber manufacturing industry, specifically focusing on cellulose fiber raw materials and fiber manufacturing [1] - The business scope also includes the sales of renewable resources and the development of carbon fiber recycling technology [1]
资本市场上演“A股江苏周”,3家苏企上市
Sou Hu Cai Jing· 2025-08-08 13:01
Core Insights - This week, three companies from Jiangsu province successfully listed on the A-share market, raising a total of over 2.1 billion yuan, leading to the term "A-share Jiangsu Week" in the market [7][14]. Company Summaries - Tianfulong, listed at 23.60 yuan per share, specializes in the R&D, production, and sales of differentiated polyester short fibers. The company raised 944 million yuan for projects including an annual production of 170,000 tons of low-melting-point polyester fiber and a research center construction project [9]. - Youli Intelligent, with an issuance price of 23.99 yuan per share, focuses on the R&D, production, and sales of core components for photovoltaic brackets. The company raised 268 million yuan for the construction of a production base for core components, a research center, smart upgrades, and working capital [11]. - Hansang Technology, the first Jiangsu company to go public this week, had an issuance price of 28.91 yuan per share, with a peak price of 110 yuan on the first day and a closing price of 82.89 yuan. The company specializes in smart audio technology and raised 932 million yuan for projects including the annual production of 1.5 million high-end audio products and the development of smart audio IoT products [13].
股价涨超182%!涤纶纤维厂商天富龙沪主板上市,市值超266亿元
Ge Long Hui· 2025-08-08 06:57
Company Overview - Tianfulong (603406) was listed on the Shanghai Stock Exchange on August 8, with an issue price of 23.6 yuan per share and a P/E ratio of 20.93, lower than the industry average of 32.3 [1] - The company was established in 2009 and is headquartered in Yangzhou, Jiangsu [2] - The actual controllers, Zhu Daqing and Chen Hui, hold 79.3% of the shares, maintaining control post-IPO [2] Business Model - Tianfulong specializes in the R&D, production, and sales of differentiated polyester short fibers, expanding from recycled colored polyester to differentiated composite fibers and polyester new materials [2] - The company's products cater to various sectors, including business, travel, home, healthcare, and clothing [2] - The low-melting-point short fiber business contributed approximately 50% of revenue during the reporting period, while recycled colored polyester accounted for over 30% [2] Financial Performance - Revenue for the years 2022, 2023, and 2024 was approximately 2.576 billion, 3.336 billion, and 3.841 billion yuan, respectively, with corresponding net profits of about 358 million, 431 million, and 454 million yuan [3] - The overall gross margin has been declining, with rates of 18.86%, 18.31%, and 16.50% during the same period [3] - In Q1 2025, revenue was approximately 818 million yuan, a year-on-year decline of 1.39%, while net profit was about 121 million yuan, a year-on-year increase of 2.51% [3] Tax Benefits - Tianfulong benefited from VAT refunds amounting to 62.54 million, 54.43 million, and 86.70 million yuan over the reporting period, representing 16.05%, 11.68%, and 17.77% of total profits [3] - Income tax benefits were 51.79 million, 61.33 million, and 67.49 million yuan, accounting for 13.29%, 13.21%, and 13.83% of total profits [3] Market Position - China is the largest producer of chemical fibers and polyester globally, with a 72% share of the world's chemical fiber production in 2022 [8] - The domestic polyester short fiber industry is highly concentrated, with the top four companies accounting for approximately 43% of total capacity as of the end of 2023 [8] - Tianfulong ranks ninth in the primary polyester short fiber sector and second in the recycled polyester short fiber sector [8] Future Plans - The company plans to raise approximately 790 million yuan through its IPO, with total expected fundraising of about 944 million yuan to fund projects including the annual production of 170,000 tons of low-melting-point polyester fibers and 10,000 tons of high-elastic low-melting-point fibers [9]
天富龙登陆上交所主板 将进一步扩大核心产品的产能
Zheng Quan Shi Bao Wang· 2025-08-08 04:52
Core Viewpoint - Tianfulong Group officially listed on the Shanghai Stock Exchange, with stock price opening at 70.99 yuan per share and experiencing a peak increase of 200.81% [1] Group 1: Company Overview - Tianfulong is a leading enterprise in the differentiated polyester staple fiber industry in China, established in 2009, with product offerings expanding from recycled colored polyester staple fiber to differentiated composite fibers and polyester new materials [1] - The company’s polyester new materials, primarily film-grade polyester chips, are used as protective films for solar photovoltaic panels, featuring high film strength, high transmittance, UV resistance, and aging resistance [1] Group 2: Market Position and Clientele - According to the China Chemical Fiber Industry Association, from 2021 to 2023, Tianfulong ranked first in domestic sales of colored polyester staple fibers for automotive interiors and low-melting-point staple fibers [2] - Major clients in the automotive interior sector include Zhonglian Carpet, Top Group, Kuntai Co., Hongxiang Co., and Yuefei New Materials; in home textiles and construction, clients include Yixin Home and Baijiali; in healthcare, clients include Beijing Dayuan; in filtration materials, clients include Yimao Environment and Litong Filter Materials; and in flooring materials, clients include Helit Carpet [1] Group 3: Financial Performance - Projected operating revenues for Tianfulong are 2.576 billion yuan, 3.336 billion yuan, and 3.841 billion yuan for 2022, 2023, and 2024 respectively, with a compound annual growth rate of 18.3% [2] - Net profits are expected to be 358 million yuan, 431 million yuan, and 454 million yuan for the same years [2] Group 4: Research and Development - Tianfulong is increasing its R&D investment, with expenditures of 93 million yuan, 117 million yuan, and 136 million yuan from 2022 to 2024, representing 3.62%, 3.52%, and 3.55% of operating revenue respectively [2] - The company plans to establish a research and development center focusing on industrialized production of chemically recycled polyester, recycling technology for used textiles, and green production of recycled polyester staple fibers [2] Group 5: Future Plans and Expansion - Tianfulong aims to expand its core product capacity by investing in projects for 170,000 tons of low-melting-point polyester fiber and 10,000 tons of high-elastic low-melting-point fiber [2] - The company is also constructing a new production base in Zhuhai, which will include polyester buildings, spinning workshops, and related facilities, enhancing the production capacity of modified low-melting-point staple fibers [2] - To further penetrate international markets, Tianfulong plans to invest approximately 552 million yuan in establishing production bases in Thailand and Vietnam, focusing on high-performance, functional new polyester staple fibers [3]
天富龙登陆上交所主板 涤纶短纤维领域再添新成员
Zheng Quan Ri Bao Wang· 2025-08-08 04:42
Core Viewpoint - Tianfulong Group officially listed on the Shanghai Stock Exchange, focusing on differentiated polyester staple fiber production and sales, with a diverse product application across various industries [1][2] Group 1: Company Overview - Tianfulong specializes in the R&D, production, and sales of differentiated polyester staple fibers, expanding its product range to include recycled colored polyester staple fibers and differentiated composite fibers [1] - The company has an annual production capacity of 612,400 tons and maintains a leading position in niche markets, particularly in automotive interior applications [1] - Major clients include Zhonglian Carpet and Top Group in the automotive sector, and Yixin Home and Baijiali in home textiles and construction [1] Group 2: Financial Performance - Tianfulong achieved revenues of 2.576 billion yuan, 3.336 billion yuan, and 3.841 billion yuan from 2022 to 2024, with net profits of 358 million yuan, 431 million yuan, and 454 million yuan respectively [1] - In the first half of 2025, the company reported revenues of 1.701 billion yuan and a net profit of 226 million yuan [1] Group 3: Fundraising and Future Plans - The company issued 40.01 million new shares, raising 944 million yuan to invest in a new production project for 170,000 tons of low-melting-point polyester fiber and a research center [2] - The new production base in Zhuhai aims to enhance product structure and market share, while the research center will focus on recycling technologies and green production methods [2] - Tianfulong's future strategy includes a core focus on differentiated polyester staple fiber, aiming for high-quality development, efficiency growth, and a shift towards a circular economy in the polyester fiber industry [2]