苏州龙杰特种纤维股份有限公司 章 程 苏州龙杰特种纤维股份有限公司章程 目 录 苏州龙杰特种纤维股份有限公司章程 第一章 总则 第一条 为维护苏州龙杰特种纤维股份有限公司（以下简称"公司"）、股东、职工和债 权人的合法权益，规范公司的组织和行为，根据《中华人民共和国公司法》 （以 下简称《公司法》）和国家其它有关法律、法规和规定，制定本章程。 邮政编码：215638 法定代表人辞任的，公司将在法定代表人辞任之日起三十日内确定新的法定代 表人。 第九条 法定代表人以公司名义从事的民事活动，其法律后果由公司承受。 法定代表人因为执行职务造成他人损害的，由公司承担民事责任。公司承担民 苏州龙杰特种纤维股份有限公司章程 事责任后，依照法律或者本章程的规定，可以向有过错的法定代表人追偿。 第十三条 公司的经营宗旨：精、诚、实、新。 第十四条 经依法登记，公司的经营范围： 化学纤维及化学纤维品制造、加工，化纤原料购销；自营和代理各类商品及技 术的进出口业务（国有限定企业经营和禁止进出口的商品及技术除外）。 第十五条 公司根据中国共产党章程的规定，设立共产党组织、开展党的活动。公司为党 组织的活动提供必要条件。 | 股份 ...

Core Viewpoint - Zheng cotton is experiencing a volatile adjustment, with a focus on macroeconomic factors and the upcoming U.S. cotton planting report [1] Market Overview - The latest price index for 328-grade cotton is 14,891 yuan/ton, an increase of 34 yuan/ton from the previous period [1] - The planting area for cotton is stable with an expected increase in new cotton production [1] - The cotton yarn market remains sluggish, with textile enterprises reducing prices to sell, and downstream orders showing no improvement [1] Production and Inventory - In May, cotton yarn production increased by 3% year-on-year to 1.951 million tons, while fabric production decreased by 3.3% to 2.67 billion meters [1] - Cumulative yarn production from January to May reached 9.368 million tons, a year-on-year increase of 4.9%, while cumulative fabric production was 12.63 billion meters, a slight increase of 0.2% [1] - Chemical fiber production in May rose by 5.2% year-on-year to 7.349 million tons [1] International Market Dynamics - The U.S. cotton planting progress is at 85%, down from 89% year-on-year, with a good quality rate of 48%, compared to 54% last year [1] - The USDA's June supply and demand report adjusted U.S. cotton exports for the 2024/25 season to 2.5 million tons, with ending stocks reduced to 960,000 tons [1] - The CFTC fund's net positions are low, indicating strong support for ICE cotton prices [1] Macroeconomic Factors - The Federal Reserve has maintained interest rates for the fourth consecutive time, contributing to a significant drop in overnight ICE cotton prices [1] - Short-term fundamentals are limited, leading to narrow fluctuations in Zheng cotton prices, with a need to monitor macroeconomic changes [1]

Core Viewpoint - In May, the industrial production in China showed a robust growth, with the industrial added value of large-scale enterprises increasing by 5.8% year-on-year, supported by the equipment manufacturing sector and stable growth in consumer goods manufacturing [1][2]. Group 1: Industrial Production Data - The industrial added value of large-scale enterprises grew by 5.8% year-on-year in May, with a month-on-month increase of 0.61% after seasonal adjustments [1]. - Manufacturing sector growth was recorded at 6.2%, surpassing the overall industrial growth by 0.4 percentage points [1]. - Among 41 major industries, 35 experienced year-on-year growth, resulting in a growth coverage of 85.4% [1]. Group 2: Equipment Manufacturing Sector - The added value of the equipment manufacturing sector increased by 9.0% year-on-year, contributing 54.3% to the overall industrial growth [2]. - The automotive industry saw a significant increase in added value by 11.6%, with a month-on-month acceleration of 2.4 percentage points [2]. - All eight sub-sectors within equipment manufacturing reported growth, with notable increases in railway, shipbuilding, aerospace, and electrical machinery sectors [2]. Group 3: High-end, Intelligent, and Green Manufacturing - High-tech manufacturing added value rose by 8.6% year-on-year, contributing 1.4 percentage points to overall industrial growth [3]. - Key products in high-end manufacturing, such as aircraft and industrial control systems, saw substantial growth rates of 18.7% and 15.5% respectively [3]. - The digital economy's integration into industrial production is increasing, with digital product manufacturing growing by 9.1% [3]. Group 4: Green Transformation and New Energy Products - The demand for new energy products and green materials is expanding, with the production of new energy vehicles and lithium-ion batteries increasing by 31.7% and 52.5% respectively [4]. - The supply of green products is also on the rise, with high-performance chemical fibers and bio-based chemical fibers seeing production increases of 92.2% and 21.5% [4]. Group 5: Policy Impact and Economic Recovery - The "two new" policy effects are positively influencing industrial production, with significant growth in sectors like motor manufacturing and shipbuilding [5]. - The automotive sector benefited from vehicle replacement subsidies, leading to an 11.3% increase in production [6]. - Overall, the manufacturing purchasing managers' index rose by 0.5 percentage points, indicating improved business expectations [6].

Economic Growth - In May, the industrial added value above designated size increased by 5.8% year-on-year, maintaining a rapid growth rate [1] - The service production index grew by 6.2% year-on-year, with an acceleration of 0.2 percentage points compared to the previous month [1] - The total retail sales of consumer goods (referred to as "social retail total") increased by 6.4% year-on-year, with a growth acceleration of 1.3 percentage points compared to the previous month [1] Consumer Spending - The social retail total's year-on-year growth rate in May was significantly higher than the market consensus forecast [1] - The chief economist of China Minmetals Bank noted that the growth rate of social retail total reached the highest level since early 2024, with a seasonally adjusted month-on-month increase of 0.93%, the highest for the same period in nearly five years [1] - Cumulative growth for service retail from January to May was 5.2%, an increase of 0.1 percentage points compared to January to April [1] Investment Trends - Fixed asset investment growth has slowed, but there are expectations for a rebound in infrastructure investment as funding becomes available [2] - The National Development and Reform Commission aims to finalize the project list for this year's "two heavy" construction and central budget investment by the end of June [2] Industrial Development - The high-end, intelligent, and green development of industries is progressing steadily [2] - In May, the added value of the automotive manufacturing industry and computer communication and other electronic equipment manufacturing increased by 11.6% and 10.2% year-on-year, respectively [2] - Production of high-tech products such as 3D printing equipment and integrated circuits grew by 40% and 11.5%, respectively [2] Employment and Prices - The urban surveyed unemployment rate in May was 5%, a decrease of 0.1 percentage points from the previous month, with youth unemployment rate declining for three consecutive months [3] - The Consumer Price Index (CPI) saw a slight year-on-year decline, with the core CPI, excluding food and energy, showing an expanded increase compared to the previous month [3]

2025 年 06 月 05 日 行业周报 看好/维持 石油石化 石化周报（5/31-6/05）：地缘形势变化，油价有望回升 ◼ 走势比较 (20%) (12%) (4%) 4% 12% 20% 24/6/5 24/8/16 24/10/27 25/1/7 25/3/20 25/5/31 相关研究报告 <<石化周报（3/24-3/30）：国际油价 继续回升，气价格维持高位>>-- 2025-04-01 <<石化周报（3/17-3/23）：国际油价 回升，天然气价格维持高位>>-- 2025-03-24 <<海油工程（600583.SH）：24 年利润 加速增长，在手订单创新高>>-- 2025-03-23 证券分析师：白竣天 电话： E-MAIL：baijt@tpyzq.com 分析师登记编号：S1190522110001 证券分析师：王亮 电话： E-MAIL：wangl@tpyzq.com 分析师登记编号：S1190522120001 报告摘要 1.核心观点 地缘形势变化，且美国原油库存同比下降，以及美国钻机及压裂 车数量下降，油价有望回升。最新数据显示，美国商业原油库存比去 年同期下降 4.36%，美国 ...

转自：前瞻产业研究院 行业主要上市公司：新澳股份(603889)、恒力石化(600346)、东方盛虹(000301)、浙文影业(601599)、恒 逸石化(000703)、百隆东方(601339)、华孚时尚(002042)、凤竹纺织(600493)、金鹰股份(600232)、华升 股份(600156)、嘉欣丝绸(002404)、彩蝶实业(603073)、华纺股份(600448)等 本文核心数据：纺织企业数量;规上工业增加值;产能利用率;产量;库存 1、我国纺织业企业数量先降后升 据国家统计局统计数据，2015-2024年，中国纺织业企业单位数呈先降后升的波动趋势。2020年12月， 中国纺织业企业单位数为18344家，是近年来最低点。2021-2024年，企业数量不断上涨，截至2024年12 月，国家统计局统计国内纺织业企业单位数21263家，同比上年增长2.12%。随着企业数量增长，预计 中国纺织业供给能力有望持续增长。 据国家统计局统计数据，2015-2024年，中国纺织业规模以上工业增加值整体呈上涨趋势，但2015-2021 年增速不断放缓，从2015年当年高于全国规模以上工业增加值增速的7.0%，降至 ...

替代传统石油基塑料的生物基材料是生物制造的主战场，成为行业风口而受到从业者的广泛关注。我们 关注到，近年来， 巴斯夫、科思创、英力士、万华化学、日本东丽、华峰化学、桐昆集团、沙特基础 工业公司（SABIC）、LG化学……等多家化企巨头纷纷投入布局生物基材料 ，推进研发和生产，为降 低产品的碳足迹不断付出努力。 生物基材料是什么？ 一 生物基材料 (Bio-based Materials) 是指利用生物质等可再生资源为原料或经由生物制造得到 的材料，包括以生物质为原料或 (和)经由生物合成、生物加工、生物炼制过程制备得到的生物 醇、有机酸、烷烃等基础生物基化学品和糖工程产品，也包括生物基聚合物及塑料、生物基化学 纤维、生物基橡胶、生物基涂料、生物基材料助剂、生物基复合材料及各类生物基材料制得的制 品。 声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文来源于 国家先进高分子材料产业创新中心，仅作 新材料相关领域介绍，转载请注明来源！ 在21世纪的第三个十年，人类社会的可持续发展需求与资源环境矛盾日益尖锐。石油基材料的广泛使 用带来了不可降解塑料污染、碳排放激增等问题，而生物制造技术的崛起为 ...

数据显示，2025年第一季度，泰安市外贸进出口持续增长，全市实现货物进出口总值152.9亿元，同比 增长34%。为助力企业在当前复杂多变的外贸环境中稳健前行，泰安市税务部门主动上门，为企业提供 政策解读与辅导，指导企业依法依规享受出口退税，持续减轻企业资金压力。 在泰安科鼎特工贸有限公司的生产车间里，出口订单生产繁忙，高端游艇绳生产线满负荷运转，全力保 障按时交付。"面对当前的外贸形势，在税费支持政策的帮助下，我们在维持美国原有市场的同时，加 紧拓展东南亚、中东等新兴市场，并通过扩大内销实现双线突围，两条腿走稳了发展路。"该企业负责 人徐传钢说。 据了解，泰安科鼎特工贸有限公司主要从事各类化学纤维及高分子纤维绳索缆制品、链条及配套件的研 发、生产和出口，产品出口到美国、澳大利亚、日本以及欧洲等40多个国家和地区。作为出口企业，泰 安科鼎特工贸有限公司十分重视税务合规建设，连续五年获评A级纳税信用等级。 同样感受到出口退税便利的，还有华威电力工程(山东)有限公司。"税务部门送来的手册图文并茂，从 备案登记到申报操作一步步讲得明明白白，新财务也能轻松上手!"华威电力公司财务负责人赵秀运翻看 着出口退税"一本通"连 ...