Market Overview - The market is experiencing a significant reduction in trading volume, with a decrease of nearly 100 billion in half-day trading, indicating a state of observation among investors [1] - The Shanghai Composite Index has shown a slight increase of 0.22%, but underlying issues are evident as trading activity diminishes [1] Sector Performance - The media and short drama gaming sectors, which were performing well previously, have seen a sharp decline, highlighting the volatility and risk associated with chasing high-performing stocks in the current market environment [3] - Conversely, sectors related to price increases, such as non-ferrous metals, rare earths, and chemical fibers, are attracting investment due to their potential for profit growth amid a vague overall market direction [3] Investment Strategy - Investors are advised to maintain composure and avoid chasing high prices in sectors that have already surged, as the current low-volume market does not support sustained price increases [4] - It is crucial to monitor market sentiment, particularly in sectors that have recently underperformed, to assess whether they will continue to drag down overall market sentiment [4] - The current market conditions present an opportunity to optimize holdings, particularly for quality stocks with long-term potential that may have been unfairly impacted by market rotations [4]

Core Viewpoint - The company is progressing with the trial production of carbon fiber, which will be phased based on testing conditions, and will fulfill information disclosure obligations as the project advances [1] Group 1: Carbon Fiber Production - The trial production of carbon fiber will be gradually advanced in stages according to the testing situation [1] - The company will provide timely updates on project progress through official announcements [1] Group 2: Application in Commercial Aerospace - Carbon fiber composite materials are widely used in core structural components of aerospace equipment, such as satellites and rockets [1] - Key components like satellite corrugated load-bearing cylinders, solar cell array substrates, and brackets require the lightweight and high-strength characteristics of carbon fiber materials [1] - The company's high-performance carbon fiber base materials are essential raw materials for these composite materials [1] Group 3: Future Directions - As the industry chain collaborates, the company's base materials have potential to penetrate high-end application scenarios in commercial aerospace through downstream composite material processing [1] - This represents an important direction for the company's future technological upgrades and market expansion [1]

Core Viewpoint - The company is focusing on the carbonization stage of its carbon fiber production line and has initiated trials for T800 grade carbon fiber, with plans to advance towards higher performance standards such as T1000 and M grade in the future [2] Group 1 - The company has started the trial phase for the T800 grade carbon fiber process validation and optimization [2] - The company will steadily progress towards higher performance standards, including T1000 and M grade carbon fibers, following its established technical route [2] - The company commits to timely information disclosure regarding relevant advancements in its production processes [2]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 本公司根据上海证券交易所《上市公司行业信息披露指引第十三号——化工》 《关于做好主板上市公司 2025 年第一季度报告披露工作的重要提醒》要求，现 将 2025 年第一季度主要经营数据披露如下： 证券代码：603332 证券简称：苏州龙杰 公告编号：2025-018 一、主要产品的产量、销量及收入实现情况 | 主要产品 | | 2025 年 | 1-3 | 月产量（万 | 2025 年 | 1-3 | 月销量（万 | 2025 | 年 1-3 | 月营业 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 吨） | | | 吨） | | | 收入（万元） | | | FDY | 差别化产品 | | 2.35 | | | 2.31 | | | 19,448.15 | | | DTY | 差别化产品 | | 0.83 | | | 0.93 | | | 10,776.67 | ...

证券代码：603332 证券简称：苏州龙杰 公告编号：2025-015 本公司根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》第十三号——化工、《关于做好主板上市公司 2024 年年度 报告披露工作的重要提醒》要求，现将 2024 年年度主要经营数据披露如下： 一、主要产品的产量、销量及收入实现情况 | | 主要产品 | 2024 年 | 1-12 | 月产量 | 2024 | 年 1-12 | 月销量 | 2024 年 | 1-12 | 月营 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （万吨） | | | （万吨） | | 业收入（万元） | | | | FDY | 差别化产品 | | 13.68 | | | 11.89 | | 113,360.59 | | | | DTY | 差别化产品 | | 3.95 | | | 4.04 | | 49,689.31 | | | | POY | 差别化产品 | | 3.01 | | | 0.16 | | 1,236.82 ...