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吉林化纤集团碳纤维销量再创新高
Zhong Guo Jing Ji Wang· 2025-04-09 08:53
据悉,接下来,吉林化纤集团将以"十四五"收官和"十五五"科学谋划为契机,铆足干劲不放松,继续深 化改革创新促产品研发,加快项目建设促布局优化。持续在碳纤维零碳制品产业园建设上深度布局,积 极引入战略合作伙伴,助力碳纤维在新能源、新装备等领域的市场拓展实现大幅跃升,培育新质生产 力,为企业高质量发展注入新动能。(经济日报记者马洪超) 今年初以来,吉林化纤集团以改革赋能激活发展动力,深化三项制度改革、实施三层次人才激励、建立 三项工资制,一季度,该企业全员劳动生产率同比提高8.7%;选调生产研发人员深入市场进行产品深 度开发,以产销融合促进产品价值不断提升,人造丝销量同比增长7%、"华绒"牌超细旦抗起球聚丙烯 腈纤维成功入选中国纤维流行趋势纤维品牌,竹纤维销量同比增长82%。同时,该企业与碳纤维下游无 人机、汽车轻量化领域高端头部企业紧密合作,促进了新能源、低空经济领域的不断拓展,碳纤维在国 内风电领域市场份额达95%,无人机结构件市场份额达50%以上。 记者从吉林化纤(000420)集团获悉:今年一季度,吉林化纤集团加大改革力度,加快项目建设,助力 生产经营提质增效,实现销售收入同比增长22%;积极应对复杂严峻 ...
光威复材(300699) - 2025年4月1日投资者关系活动记录表
2025-04-03 07:10
Financial Performance - In 2024, the company achieved a revenue of CNY 2.45 billion, a decrease of 2.69% year-on-year [2] - Net profit attributable to shareholders was CNY 741 million, down 15.12% year-on-year [2] - The return on equity (ROE) was 13.50%, a decline of 3.50 percentage points compared to the previous year [2] Segment Performance - Carbon fiber segment revenue was CNY 1.45 billion, down 12.91% year-on-year [3] - General new materials segment revenue was CNY 234 million, down 12.86% year-on-year [3] - Energy new materials segment revenue increased by 25.81% to CNY 537 million [3] - Composite technology segment revenue grew by 15.60% to CNY 107 million [3] - Precision machinery segment revenue rose by 161.20% to CNY 89 million [3] - Light technology segment revenue increased by 28.27% to CNY 25 million [3] Market Challenges - The decline in performance was primarily due to a downturn in the carbon fiber and prepreg sectors, with a notable drop in demand for T300 grade fibers [3] - The T300 fiber segment saw a revenue decrease of 39.4%, totaling CNY 516 million [3] - The market price for high-performance industrial carbon fibers dropped significantly, impacting revenue [3] Strategic Initiatives - The company is focusing on high-end applications and continuous product innovation to meet emerging market needs [2] - A total of 169 new patents were achieved in 2024, reflecting ongoing R&D efforts [3] - The company is expanding its applications in various sectors, including aerospace, automotive, and renewable energy [6] Future Outlook - The carbon beam business is expected to see a recovery in 2025, driven by existing orders [11] - The company anticipates stable demand for T300 grade products in the coming years [7] - The Bagou project is projected to incur losses in 2025 due to high fixed costs from initial investments [12] Customer and Contract Insights - The company is actively negotiating contracts for the CCF700G product, with ongoing supply [4] - The delivery pace for traditional products is expected to improve in 2025 [4] - The company has secured contracts for T800 grade fibers, with a focus on stable supply for large aircraft applications [5]