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海利得股价连续7天下跌累计跌幅5.03%,华夏基金旗下1只基金持11.95万股,浮亏损失3.82万元
Xin Lang Cai Jing· 2025-09-22 07:11
9月22日,海利得跌0.33%,截至发稿,报6.04元/股,成交1.10亿元,换手率2.11%,总市值70.20亿元。 海利得股价已经连续7天下跌,区间累计跌幅5.03%。 资料显示,浙江海利得新材料股份有限公司位于浙江省海宁市马桥镇经编产业园区新民路18号,成立日 期2001年5月21日,上市日期2008年1月23日,公司主营业务涉及涤纶工业长丝、灯箱布、PVC膜、土工 布的研究开发、生产、销售,以及网布的研究开发和生产。主营业务收入构成为:涤纶工业长丝 50.24%,轮胎帘子布21.25%,灯箱广告材料8.61%,聚酯切片6.67%,PVC膜5.31%,石塑地板4.33%, 产业用布材料2.32%,其他0.80%,酒店服务0.33%,高性能纤维0.14%。 从基金十大重仓股角度 华夏中证2000ETF(562660)基金经理为鲁亚运、陈国峰。 数据显示,华夏基金旗下1只基金重仓海利得。华夏中证2000ETF(562660)二季度持有股数11.95万 股,占基金净值比例为0.32%,位居第十大重仓股。根据测算,今日浮亏损失约2390元。连续7天下跌 期间浮亏损失3.82万元。 华夏中证2000ETF(562 ...
恒辉安防(300952) - 300952恒辉安防投资者关系管理信息20250922
2025-09-22 00:36
Group 1: Company Strategy and Development - The company places high importance on the development of robotics, viewing it as a core direction for expanding high-end applications of ultra-high molecular weight polyethylene (UHMWPE) fiber materials [1][2]. - The strategic plan focuses on a layered development approach, emphasizing core components, lightweight materials, and flexible joint protection parts [2][3]. - A dedicated robotics R&D team has been established to enhance material applications in robotics, with ongoing collaborations with various robotics companies [2][6]. Group 2: Market Potential and Business Outlook - The future market space for the company's robotics-related business is promising, driven by global trends in automation and intelligent upgrades [3][4]. - The company aims to leverage its technological advantages and production capacity to convert material strengths into market competitiveness, with a planned release of 4,800 tons of UHMWPE fiber capacity [3][5]. - The company anticipates steady growth in the robotics sector, supported by continuous R&D and optimized production capabilities [3][6]. Group 3: Product Value and Pricing - The value of products such as robotic protective gloves is higher than traditional safety gloves due to specific material requirements and customization [4][5]. - The pricing of robotic gloves overlaps with high-end safety gloves but includes a customization premium, resulting in slightly higher overall prices [4][5]. Group 4: Production Capacity and Expansion Plans - The company currently has a production capacity of 3,000 tons of UHMWPE fiber, primarily for internal use and limited external sales [5][6]. - The 4,800-ton UHMWPE fiber project is progressing as planned, with production expected to ramp up soon [5][6]. - Future plans include an additional 12,000 tons of capacity, with the remaining 7,200 tons to be initiated based on market demand [5][6]. Group 5: Competitive Advantages - The company's competitive edge in robotics application development stems from its strong material research and industry chain collaboration [6]. - The organization has established a specialized robotics R&D group to ensure alignment with customer needs and facilitate small-batch supply [6][7]. Group 6: New Projects and Market Development - The biodegradable polyester rubber project is progressing with an annual production target of 110,000 tons, with the first phase of 10,000 tons already underway [7]. - The pricing strategy for biodegradable rubber will consider multiple factors, including raw material costs and market dynamics [7]. - The company is actively engaging potential customers for the biodegradable rubber project, with some discussions in advanced stages [7].
苏州龙杰特种纤维股份有限公司 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
Group 1 - The company, Suzhou Longjie Special Fiber 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 Suzhou Longjie Special Fiber Co., Ltd. on September 20, 2025 [4]
苏州龙杰:向特定对象发行A股申请获上交所受理
Xin Lang Cai Jing· 2025-09-19 09:45
Core Viewpoint - Suzhou Longjie Special Fiber Co., Ltd. has received acceptance notification from the Shanghai Stock Exchange for its application to issue A-shares to specific investors, indicating that the application documents are complete and in legal form [1] Group 1 - The company is seeking to issue A-shares, which requires approval from the Shanghai Stock Exchange and registration consent from the China Securities Regulatory Commission [1] - The acceptance of the application does not guarantee that it will pass the review and registration process, highlighting the uncertainty involved [1] - The company will disclose progress in a timely manner and remind investors to pay attention to risks [1]
和顺科技:高性能碳纤维已成功渗透至民用航空、3C数码产品等多个关键领域
Zheng Quan Ri Bao Wang· 2025-09-19 09:45
证券日报网讯和顺科技(301237)9月19日发布公告,在公司回答调研者提问时表示,随着技术成熟与 成本优化,高性能碳纤维的应用领域不断放宽,近年来已成功渗透至民用航空、3C数码产品、低空飞 行器、赛车等多个关键领域。应用场景的持续扩容,直接为我国碳纤维产业打开了增量市场,奠定了其 规模化发展的坚实基础。 ...
南山智尚:公司目前拥有超高分子量聚乙烯纤维3600吨年产能
Mei Ri Jing Ji Xin Wen· 2025-09-19 09:38
南山智尚(300918.SZ)9月19日在投资者互动平台表示,公司目前拥有超高分子量聚乙烯纤维3600吨年 产能,产品覆盖100D-2400D、26cN/dtex-43cN/dtex等全品类规格,已形成极具竞争力的规模化生产优 势,为行业供给体系的稳定与高效运转提供了坚实支撑。核心性能指标上,通过抗蠕变专利技术解决行 业共性难题,强度、耐磨性等核心指标远超行业平均水准,达到国内先进水平,为推动行业技术升级与 高质量发展注入了强劲动力。 (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:在超高分子量聚乙烯纤维领域,请问贵司的产品性能 在第几梯队? ...
蒙泰高新(300876) - 300876蒙泰高新投资者关系管理信息20250919
2025-09-19 09:26
投资者关系活动记录表 广东蒙泰高新纤维股份有限公司 | 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(请文字说明其他活动内容) | | | 参与单位名称及人员姓 | 线上参与"投资者网上集体接待日暨半年度业绩说明 会活动"的全体投资者 | | | 名 | | | | 时间 | 2025年09月19日 15:30-17:00 | | | 地点 | "全景路演"网站(http://rs.p5w.net) | | | 上市公司接待人员姓名 | 董事长 郭清海 | | | | 总经理 陈光明 | | | | 财务总监 陈丽虹 | | | | 董事会秘书 朱少芬 | | | 投资者关系活动主要内 | 1.公司准备强赎转债有没有考虑过二级市场的承 受力? 答: 公司于9月9日发布了《关于蒙泰转债预计触发 | | | 容介绍 | 赎回条件的提示性公告》,根据《可转换公司债券管 | | | | 理办法》《深圳证券交易所上市公司自律 ...
台华新材为子公司提供2.1亿担保,累计担保近45亿
Xin Lang Cai Jing· 2025-09-19 08:36
Group 1 - Zhejiang Taihua New Materials Group Co., Ltd. announced that it will provide guarantees of 105 million yuan for its subsidiaries, Jiahua Special Nylon (Jiangsu) Co., Ltd. and Jiahua Recycled Nylon (Jiangsu) Co., Ltd. The guarantee method is joint liability [1] - As of the announcement date, the total amount of guarantees provided by the company and its subsidiaries is 451.69811 million yuan, accounting for 89.36% of the most recent audited net assets, with the total guarantee amount exceeding 50% of net assets [1] - This guarantee is within the company's annual authorization limit and does not require further review [1] Group 2 - The operating and debt repayment capabilities of the guaranteed parties are good, and the guarantee risk is controllable, with no overdue guarantee situations [1]
[路演]华峰超纤:绿色环保方向的超纤产品的附加值及毛利率仍稳定在良好水平
Quan Jing Wang· 2025-09-19 08:19
Group 1 - The core viewpoint of the article highlights the stable value and profit margins of green and eco-friendly products developed by the company, including recyclable ultra-fine fibers, bio-based ultra-fine fibers, and fully water-based ultra-fine fibers [1] - The company, Huafeng Superfiber, specializes in the development, production, and sales of ultra-fine fiber materials, showcasing its capabilities in process research and production capacity [1]
天华院装备支撑大型PTA装置高效运行
Zhong Guo Hua Gong Bao· 2025-09-19 02:55
Core Insights - The core equipment provided by Tianhua Chemical Machinery and Automation Research Design Institute has been successfully operating in Sinopec Yizheng Chemical Fiber's PTA production facility, which is the largest single-unit PTA production facility globally [1][2] - The facility has been running stably for 18 months since its commissioning in April 2024, achieving or exceeding all performance indicators [1] - The production process utilizes advanced "short-flow, green, and intelligent" technology, significantly reducing energy consumption and emissions compared to traditional PTA production methods [1] Equipment and Technology - Tianhua's CTA and PTA rotary pressure filters have shortened the production process significantly, saving 20% in space and reducing investment costs by approximately 15% [1] - The energy consumption of the CTA product recovery unit has decreased by about 75%, enhancing the economic viability of the facility [1] - The collaboration of pressure filtration and pressure distillation technologies has addressed traditional issues of high water consumption and wastewater generation, with desalinated water consumption reduced by 95% and wastewater volume decreased by 70% [1] Energy Efficiency - The overall energy consumption of the facility has been reduced from 100 kg standard oil per ton to 20 kg standard oil per ton, representing an 80% decrease compared to traditional processes [1] - This reflects the advanced manufacturing concept of "low-carbon, efficient, and economical" [1] Industry Impact - Tianhua's core equipment has also been adopted in the 3 million ton PTA facility of Dushan Energy, with further upgrades to the rotary pressure filter technology, making it the largest in the world [2] - This advancement is expected to enhance the level of PTA production technology and equipment in China [2]