小丝束
Search documents
吉林化纤:公司代管国兴复材公司,双方可以在生产研发、市场体系拓展等方面形成合力
Mei Ri Jing Ji Xin Wen· 2026-01-09 03:55
(文章来源:每日经济新闻) 吉林化纤(000420.SZ)1月9日在投资者互动平台表示,公司目前具有1.2万吨碳纤维复材生产线和600 吨小丝束生产线。为持续发展碳纤维产业,本着共同合作提高的原则,公司代管国兴复材公司,双方可 以在生产研发、市场体系拓展等方面形成合力,带来碳纤维产业的共同进步。 每经AI快讯,有投资者在投资者互动平台提问:上市公司自己只有600吨3K小丝束生产线,复材是低端 加工环境,需要外购碳纤维,完全谈不上是个碳纤维概念的公司。我了解到的信息是公司托管国兴复 材,付出了大量资源,得到的结果是100万元托管费,它的利润和上市公司无关。请公司说明下这种托 管对公司的收益在哪里,是不是在给集团输送利益? ...
吉林化纤(000420) - 000420吉林化纤投资者关系管理信息20250528
2025-05-28 07:14
Group 1: Financial Performance and Projections - The carbon fiber gross margin is currently in a loss state, but price increases in March and May 2025 are expected to significantly improve performance [1] - The company has a production capacity of 600 tons/year for wet 3K carbon fiber and plans to increase capacity based on market conditions [2] - The revenue from viscose filament business is expected to remain high, with full production and sales in 2024, while carbon fiber revenue is projected to decline [6] Group 2: Market and Product Strategy - The company aims to expand its market share and improve service timeliness by leveraging regional resources and increasing R&D investment [4] - The company does not produce carbon fiber precursor yarn and has a total carbon fiber production capacity of 12,000 tons [2] - The company is actively exploring applications for carbon fiber in various fields, including wind power and aerospace [5] Group 3: Risk Management and Competitive Position - The company recognizes potential risks in the viscose and carbon fiber sectors and plans to implement strategies to mitigate these risks [3] - The company has achieved a significant increase in R&D investment, with a year-on-year growth of 502.56%, primarily focused on carbon fiber [5] - The chemical fiber industry is highly competitive, but the company has developed advantages in technology, talent, and market presence [6]