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双星新材:BOPET行业龙头企业达成减产共识
Bei Ke Cai Jing· 2025-12-08 03:41
新京报贝壳财经讯12月7日,双星新材(002585)发布公告称,公司股票连续三个交易日(12月3日、12 月4日、12月5日)日收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动情形。双星新材表示, 近期在《行业自律倡议书》的推动下,BOPET行业龙头企业达成减产共识,以实现供需平衡,推动行 业健康发展,但产品长期涨价的持续性具有不确定性,对公司业绩影响有限,敬请广大投资者注意投资 风险。 ...
双星新材(002585.SZ):BOPET行业龙头企业达成减产共识 但产品长期涨价的持续性具有不确定性
智通财经网· 2025-12-07 09:36
智通财经APP讯, 双星新材(002585.SZ)发布公告,公司股票连续三个交易日(2025 年12月3日、2025年 12月4日、2025年12月5日)日收盘价格涨幅偏离值累计超过20%,根据《深圳证券交易所交易规则》的 有关规定,属于股票交易异常波动的情形。近期在《行业自律倡议书》的推动下,BOPET行业龙头企 业达成减产共识,以实现供需平衡,推动行业健康发展,但产品长期涨价的持续性具有不确定性,对公 司业绩影响有限。 ...
双星新材:股票交易异常波动
南财智讯12月7日电,双星新材公告,公司股票连续三个交易日(2025年12月3日、2025年12月4日、 2025年12月5日)日收盘价格涨幅偏离值累计超过20%,根据深圳证券交易所交易规则的有关规定,属 于股票交易异常波动的情形。针对上述情况,公司董事会进行了核查并确认:公司前期披露的信息不存 在需要更正或补充之处;近期未发现公共媒体报道可能对公司股价产生较大影响的未公开重大信息;目 前生产经营正常,内外部经营环境未发生重大变化;公司、控股股东及实际控制人不存在应披露而未披 露的重大事项,亦无处于筹划阶段的重大事项;在股票交易异常波动期间,控股股东及实际控制人未买 卖公司股票。公司董事会确认,除已披露信息外,目前无任何应予以披露而未披露的事项,未获悉对公 司股票交易价格产生较大影响的其他信息。经自查,公司不存在违反信息公平披露的情形。近期在《行 业自律倡议书》的推动下,BOPET行业龙头企业达成减产共识,以实现供需平衡,推动行业健康发 展,但产品长期涨价的持续性具有不确定性,对公司业绩影响有限,敬请投资者注意投资风险。 ...
双星新材:BOPET行业龙头企业达成减产共识 但产品长期涨价的持续性具有不确定性
Core Viewpoint - The leading companies in the BOPET industry have reached a consensus on production cuts to achieve supply-demand balance and promote healthy industry development, although the sustainability of long-term price increases remains uncertain, with limited impact on the company's performance [1] Group 1: Company Situation - The company, Double Star New Materials, reported that its production and operational conditions are normal, and there have been no significant changes in the internal and external operating environment [1] Group 2: Industry Context - The recent initiative, "Industry Self-Discipline Initiative," has driven leading companies in the BOPET sector to agree on production reductions [1]
双星新材股价异动 BOPET行业龙头企业达成减产共识
Ge Long Hui· 2025-12-07 08:06
格隆汇12月7日丨双星新材(002585.SZ)公告,江苏双星彩塑新材料股份有限公司(以下简称"公司")股票 连续三个交易日(2025年12月3日、2025年12月4日、2025年12月5日)日收盘价格涨幅偏离值累计超过 20%,根据《深圳证券交易所交易规则》的有关规定,属于股票交易异常波动的情形。 上市公司认为必要的风险提示:1、经自查,公司不存在违反信息公平披露的情形。2、近期在《行业自 律倡议书》的推动下,BOPET行业龙头企业达成减产共识,以实现供需平衡,推动行业健康发展,但 产品长期涨价的持续性具有不确定性,对公司业绩影响有限,敬请广大投资者注意投资风险。3、公司 郑重提醒广大投资者:《证券时报》和巨潮资讯网(http://www.cninfo.com.cn)为公司选定的信息披露媒 体,公司所有信息均以在上述指定媒体刊登的信息为准。公司将严格遵循法律法规,认真履行信息披露 义务,及时做好信息披露工作。 ...
2连板双星新材:BOPET行业龙头企业达成减产共识 但产品长期涨价的持续性具有不确定性
Mei Ri Jing Ji Xin Wen· 2025-12-07 07:57
每经AI快讯,12月7日,双星新材(002585)(002585.SZ)公告称,公司股票连续三个交易日收盘价格涨 幅偏离值累计超过20%,属于股票交易异常波动情形。近期在《行业自律倡议书》的推动下,BOPET行 业龙头企业达成减产共识,以实现供需平衡,推动行业健康发展,但产品长期涨价的持续性具有不确定 性,对公司业绩影响有限,敬请广大投资者注意投资风险。 ...
双星新材发布业绩预告:行业寒冬中亏损面收窄 看好“反内卷”政策下BOPET龙头未来发展空间
Sou Hu Wang· 2025-07-15 07:01
Group 1 - The core viewpoint of the article highlights that despite facing significant challenges, the company is demonstrating strategic resilience and a commitment to innovation in the BOPET industry, as evidenced by its reduced net loss forecast for the first half of 2025 [1][2][4] - The company anticipates a net loss of 140 to 155 million yuan for the first half of 2025, which represents a year-on-year reduction in losses by 6.64% to 15.67% [1] - The BOPET industry is experiencing collective difficulties, with a significant increase in production capacity leading to supply-demand imbalances and price fluctuations [2][4] Group 2 - In the first half of 2025, the BOPET industry added 246,000 tons of new capacity, bringing total capacity to 7.1956 million tons, a 3.54% increase from the end of 2024 [2] - The company reported a revenue of 5.908 billion yuan in 2024, marking an 11.70% year-on-year increase, with new materials business volume growing by 16.58% [3] - The company is focusing on technological innovation and product development, aiming to enhance quality, diversify products, and optimize structure to improve operational efficiency [4]
双星新材发布2025年一季报:毛利率转正+净利润亏损大幅收窄 底部反转信号明显
Quan Jing Wang· 2025-04-23 01:47
Core Viewpoint - The company, Doushan New Materials, demonstrated strong financial performance in 2024, with significant revenue growth and resilience amid industry challenges, driven by technological innovation and diversified market strategies [1][4][5]. Financial Performance - In 2024, the company achieved a revenue of 5.908 billion yuan, marking an 11.70% year-on-year increase, significantly outpacing the industry average [1]. - The fourth quarter of 2024 saw a revenue of 1.575 billion yuan, reflecting a 14.54% year-on-year growth [1]. - In Q1 2025, the company reported a revenue of 1.382 billion yuan, with a positive gross margin and a substantial reduction in net losses, indicating a notable improvement in performance [1]. Product and Market Development - The MLCC release film has been successfully integrated into the supply chain of Sanhuan Group, with rapid capacity expansion in the composite current collector project, positioning the company to seize opportunities in the new energy materials sector [2]. - The optical film segment experienced a 40% year-on-year growth in 2024, supported by significant sales to major clients like TCL and Hisense [2]. - The sales revenue of the optical materials segment reached 2.739 billion yuan in 2024, up 10.16% year-on-year, with other segments like variable information materials and heat shrink materials also showing positive growth [2]. Research and Development - The company maintained a strong focus on R&D, with an investment of 239 million yuan in 2024, a 4.6% increase year-on-year, representing 4.04% of total revenue [3]. - The company filed 75 new patent applications and received 15 authorized invention patents in 2024, highlighting its commitment to innovation [3]. - As of the end of 2024, the company employed 393 R&D personnel, accounting for 18.63% of its total workforce [3]. Strategic Positioning - The company has established a diversified market strategy, enhancing its competitive edge both domestically and internationally, with overseas revenue reaching 1.197 billion yuan in 2024, a 44.62% increase year-on-year [4]. - The company has developed a comprehensive product line with over 60 series and 500 specifications, catering to various industries including packaging, electronics, and automotive [4]. - The company aims to transition from a traditional materials supplier to an integrated solution provider, leveraging its technological advancements and full industry chain layout [3][6].