证券代码：600527 证券简称：江南高纤 编号：2025-045 江苏江南高纤股份有限公司 2025 年半年度主要经营数据的公告 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。 江苏江南高纤股份有限公司（以下简称"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 年半年度报告披露工作的重要提醒》要求，现将 2025 年半年度经营数据披露如 下： | （一）主要产品价格变动情况 | | --- | | 产品 | 2025 月 | 年 | 1-6 | 2024 | 年 | 1-6 月 | 变动比例（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 销售均价（元/吨） | | | 销售均价（元/吨） | | | | | | 涤纶毛条 | | | 13,069.83 | | | 12,833.74 | | 1.84 | | 复合短纤维 | | | 10,498.98 | | | 10, ...

Core Viewpoint - Jiangsu Jiangnan High Fiber Co., Ltd. reported a decline in net profit and total profit for the first half of 2025, attributed to increased depreciation costs and a challenging market environment for its main products [1][3]. Company Overview and Financial Indicators - The company is primarily engaged in the research, production, and sales of high-performance fibers, specifically polyester wool strips and composite short fibers [3]. - Key financial data for the first half of 2025 includes: - Operating income: 266.95 million RMB, a 2.66% increase from the previous year - Total profit: 17.75 million RMB, a 24.41% decrease - Net profit attributable to shareholders: 15.57 million RMB, a 23.30% decrease - Net cash flow from operating activities: 34.98 million RMB, a 52.91% decrease [2][3]. Business Operations - The company operates in the chemical fiber manufacturing industry, focusing on the production of polyester wool strips and composite short fibers, which are used in various applications including non-woven fabrics and hygiene products [3][4]. - The sales volume of polyester wool strips decreased by 26.37% to 4,118.82 tons, while the sales volume of composite short fibers increased by 12.12% to 19,095.35 tons [3][5]. Market Conditions - The polyester wool strip business faced weak demand from the downstream wool spinning market, leading to a decline in sales [3]. - The composite short fiber market showed signs of stabilization, but competition intensified, particularly in the mid-to-low-end product segments, resulting in compressed profit margins [3][5]. Competitive Advantages - The company maintains a strong competitive position as the largest producer of polyester wool strips and composite short fibers in China, supported by advanced production technology and a focus on quality management [4][5]. - The company has a robust patent portfolio, with 34 effective invention patents and 15 utility model patents, enhancing its ability to innovate and meet diverse customer needs [5][6]. Management and Governance - The company underwent a board restructuring in May 2025, with new appointments for key management positions, including the election of Tao Ye as the chairman [8].

Group 1 - The company disclosed its 2025 semi-annual operating data in accordance with the Shanghai Stock Exchange's guidelines [1] - Main products include polyester staple fiber and composite short fibers, with production and sales figures provided [1] - The revenue from polyester staple fiber reached 53.83 million yuan, while composite short fibers generated 200.48 million yuan [1] Group 2 - The average selling price of polyester staple fiber increased by 1.84%, while composite short fibers saw a 1.07% increase [1] - The average procurement price of polypropylene decreased by 3.78%, and polyethylene decreased by 3.53% [1] - The price of polyester chips dropped significantly by 23.19%, and purified terephthalic acid (PTA) saw a decrease of 20.18% [1]

Group 1 - The core viewpoint of the article highlights the impact of weak demand in the downstream wool spinning market on Jiangnan High Fiber's polyester wool strip business, leading to a continued low demand environment while sales prices remained generally stable [1] - The composite short fiber business showed signs of market demand stabilization, but competition intensified, particularly in the mid-to-low-end product segment, resulting in a decline in industry profitability [1] - For the reporting period, the company achieved operating revenue of 266.95 million yuan, an increase of 2.66% compared to the same period last year, while net profit was 15.57 million yuan, a decrease of 23.30% year-on-year [1]

证券代码：600527 证券简称：江南高纤 编号：2025-045 江苏江南高纤股份有限公司 | 产品 | 2025 | 年 | 1-6 月 | 2024 | 年 | 1-6 月 | 变动比例（%） | | --- | --- | --- | --- | --- | --- | --- | --- | | | 销售均价（元/吨） | | | 销售均价（元/吨） | | | | | 涤纶毛条 | | | 13,069.83 | | | 12,833.74 | 1.84 | | 复合短纤维 | | | 10,498.98 | | | 10,387.81 | 1.07 | （二）主要原材料价格变动情况 | 原材料名称 | 2025 年 1-6 月 | 2024 | 年 1-6 月 | 变动比例（%） | | --- | --- | --- | --- | --- | | | 采购均价（元/吨） | | 采购均价（元/吨） | | | 聚丙烯（PP） | 6,592.91 | | 6,841.33 | -3.78 | | 聚乙烯（PE） | 7,077.47 | | 7,336.33 | -3.53 | | 聚酯切片 ...

Group 1 - The company has completed the cancellation of its special account for raised funds, with a zero balance as of the announcement date [3] - The total amount raised through the non-public offering was RMB 832 million, with a net amount of RMB 821.67 million after deducting issuance costs [1] - The company has permanently supplemented its working capital with surplus funds from completed investment projects, totaling RMB 81.81 million and RMB 136.73 million from different projects [2][3] Group 2 - The company signed a tripartite supervision agreement with its sponsor and bank to manage the raised funds [2] - The investment project "Annual Production of 40,000 Tons of High-Performance Composite Short Fiber Production Line" has reached its intended usable state, leading to its completion [2] - The company has terminated the investment project "Annual Production of 80,000 Tons of Composite Short Fiber Production Line Upgrade Project" due to changes in market conditions [2]

| 产品 | 2025 年 月 | 1-3 | 2024 | 年 | 1-3 月 | 变动比例（%） | | --- | --- | --- | --- | --- | --- | --- | | | 销售均价（元/吨） | | | 销售均价（元/吨） | | | | 涤纶毛条 | | 13178.47 | | | 13555.93 | -2.78 | | 复合短纤维 | | 10484.66 | | | 10467.95 | 0.16 | （二）主要原材料价格变动情况 证券代码：600527 证券简称：江南高纤 编号：临 2025-031 江苏江南高纤股份有限公司 2025 年第一季度主要经营数据的公告 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 江苏江南高纤股份有限公司（以下简称"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》的要求，现将 2025 年第一季度主 要经营数据披露如下： 二、主要产品和原材料价格变动情况 （一）主要产品价格变动情况 一、主要产品的产量、销售及收入实现情况 主要产品 2 ...

一、主要产品的产量、销售及收入实现情况 | 主要产品 | 2024 年度 | 2024 年度 | 2024 年度 | | --- | --- | --- | --- | | | 生产量（吨） | 销售量（吨） | 营业收入（万元） | | 涤纶毛条 | 11,064.69 | 10,188.12 | 13040.22 | | 复合短纤维 | 35,531.48 | 36,681.15 | 38766.34 | 证券代码：600527 证券简称：江南高纤 编号：临 2025-017 江苏江南高纤股份有限公司 2024 年度主要经营数据的公告 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 江苏江南高纤股份有限公司（以下简称"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 2024 年度报告披露工作的通知》要求，现将 2024 年度经营数据披露如下： （二）主要原材料价格变动情况 | | 2024 年度 | 2023 年度 | | | --- | --- | --- | --- | ...