华峰化学所属申万行业为：基础化工-化学纤维-氨纶。所属概念板块包括：社保重仓、可降解、MSCI 中国、融资融券、大盘等。 截至9月30日，华峰化学股东户数4.84万，较上期减少25.68%；人均流通股102258股，较上期增加 34.55%。2025年1月-9月，华峰化学实现营业收入181.09亿元，同比减少11.11%；归母净利润14.62亿 元，同比减少27.45%。 1月9日，华峰化学盘中上涨2.04%，截至13:13，报11.98元/股，成交3.11亿元，换手率0.53%，总市值 594.51亿元。 资金流向方面，主力资金净流入2998.08万元，特大单买入3639.49万元，占比11.71%，卖出782.86万 元，占比2.52%；大单买入4900.74万元，占比15.77%，卖出4759.29万元，占比15.32%。 华峰化学今年以来股价涨8.91%，近5个交易日涨8.91%，近20日涨31.36%，近60日涨37.39%。 资料显示，华峰化学股份有限公司位于浙江省温州市瑞安市瑞安经济开发区开发区大道1788号，成立日 期1999年12月15日，上市日期2006年8月23日，公司主营业务涉及从事氨 ...

分红方面，华峰化学A股上市后累计派现51.24亿元。近三年，累计派现24.81亿元。 机构持仓方面，截止2025年9月30日，华峰化学十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股7251.73万股，相比上期增加339.48万股。鹏华中证细分化工产业主题ETF联接A （014942）位居第六大流通股东，持股2981.30万股，为新进股东。南方中证500ETF（510500）位居第 七大流通股东，持股2889.80万股，相比上期减少56.27万股。 责任编辑：小浪快报 资料显示，华峰化学股份有限公司位于浙江省温州市瑞安市瑞安经济开发区开发区大道1788号，成立日 期1999年12月15日，上市日期2006年8月23日，公司主营业务涉及从事氨纶纤维、聚氨酯原液、己二酸 等聚氨酯制品材料的研发、生产与销售。主营业务收入构成为：基础化工产品36.84%，化学纤维 34.73%，化工新材料22.81%，其他5.06%，物流服务0.56%。 华峰化学所属申万行业为：基础化工-化学纤维-氨纶。所属概念板块包括：社保重仓、可降解、MSCI 中国、融资融券、大盘等。 截至9月30日，华峰化学股东户数4.84万， ...

资料显示，华峰化学股份有限公司位于浙江省温州市瑞安市瑞安经济开发区开发区大道1788号，成立日 期1999年12月15日，上市日期2006年8月23日，公司主营业务涉及从事氨纶纤维、聚氨酯原液、己二酸 等聚氨酯制品材料的研发、生产与销售。主营业务收入构成为：基础化工产品36.84%，化学纤维 34.73%，化工新材料22.81%，其他5.06%，物流服务0.56%。 华峰化学所属申万行业为：基础化工-化学纤维-氨纶。所属概念板块包括：社保重仓、MSCI中国、可 降解、融资融券、大盘等。 截至9月30日，华峰化学股东户数4.84万，较上期减少25.68%；人均流通股102258股，较上期增加 34.55%。2025年1月-9月，华峰化学实现营业收入181.09亿元，同比减少11.11%；归母净利润14.62亿 元，同比减少27.45%。 12月29日，华峰化学盘中下跌2.06%，截至14:25，报10.95元/股，成交5.07亿元，换手率0.92%，总市值 543.40亿元。 资金流向方面，主力资金净流出677.54万元，特大单买入6811.82万元，占比13.43%，卖出6583.48万 元，占比12.98% ...

长江商报消息豪掷逾12亿元扩产，新乡化纤（000949）(000949.SZ)让人有些意外。 12月22日晚，新乡化纤公告，拟投资12.2亿元建设年产10万吨功能性氨纶纤维项目一期工程。此举，旨 在利用公司氨纶纤维的生产资源，优化公司产品结构，提升氨纶纤维的生产规模。 新乡化纤乐观预计，项目达产后，预计年新增销售收入11.5亿元、利润1亿元。 时下，化纤市场呈现供强需弱特征，行业企业经营业绩整体承压。 2025年前三季度，新乡化纤实现的扣非净利润为0.94亿元，同比下降约51%。 逆市扩产，新乡化纤的底气在哪里？ 更受市场关注的是，12.2亿元的投资，新乡化纤主要采取包括银行贷款方式进行资金筹措，这势必会加 剧公司财务压力。 新乡化纤原本财务承压。截至2025年9月末，公司有息负债约53.45亿元，对应的货币资金只有12.29亿 元。前三季度，公司财务费用接近亿元。2022年以来，公司仅分红0.50亿元。 财务、业绩双双承压，新乡化纤仍大手笔扩产，背后或藏隐忧。 12月23日，新乡化纤股价收跌6.43%。 拟12.2亿逆市扩产存风险 新乡化纤激进扩产，受到了市场质疑。 根据公告，12月22日，新乡化纤召开董事 ...

新乡化纤公告称，公司第十一届董事会第二十五次会议于2025年12月22日召开。会议审议多项议案，包 括拟将4343万股回购股份用途变更为注销并减少注册资本；因股份注销及经营范围变更，拟修订《公司 章程》；拟投资12.2亿元实施年产10万吨功能性氨纶纤维项目一期工程，预计年新增销售收入11.5亿 元、销售利润1.0亿元；预计2026年日常关联交易总额5.37亿元；预计向控股股东支付担保费不超1000万 元。会议还确定2026年1月15日召开第一次临时股东会，部分议案需提交股东会审议。 ...

全球氨纶巨头华峰化学（002064.SZ）正在筹划出售资产，进一步聚焦核心主业。 12月19日晚，华峰化学公告，经公司董事会审议通过，公司将全资子公司重庆涪通物流有限公司（简 称"涪通物流"）100%股权转让给公司关联方华峰物流。参考评估值，本次交易价格为3.48亿元。 长江商报消息 ●长江商报记者 沈右荣 华峰化学称，本次出售资产，是为了优化资产配置，聚焦主业。 华峰化学是全球氨纶龙头，核心业务为公司贡献超99%的营业收入，物流服务收入占比不足1%。本次 交易完成后，公司将一心一意经营氨纶等核心业务。 华峰化学表示，公司坚持走"做强主业、适度多元、创新驱动、产融结合"的发展道路，聚焦聚氨酯产业 链发展，打造上下游产业一体化产业格局。 华峰化学抵御行业周期风险能力较强。2020年以来，公司年度盈利均超过20亿元。 2025年，公司面临周期下行、供给冲击及预期偏弱三重压力。即便如此，前三季度，公司仍然盈利 14.62亿元。 华峰化学财务状况较好。截至2025年9月末，公司资产负债率为26.78%，前三季度的财务费用为负。 盈利物流公司也被出售 为了聚焦主业，华峰化学果断出售非核心资产。 根据公告，12月19日， ...

Core Viewpoint - Huafeng Chemical's stock has shown a positive trend with a year-to-date increase of 13.03%, despite a decline in revenue and net profit for the first nine months of 2025 [1][2]. Group 1: Stock Performance - On October 31, Huafeng Chemical's stock rose by 2.04%, reaching 9.02 CNY per share, with a trading volume of 143 million CNY and a turnover rate of 0.33%, resulting in a total market capitalization of 44.762 billion CNY [1]. - The stock has experienced a 2.85% increase over the last five trading days, a 2.27% increase over the last 20 days, and a significant 20.91% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Huafeng Chemical reported a revenue of 18.109 billion CNY, reflecting a year-on-year decrease of 11.11%, and a net profit attributable to shareholders of 1.462 billion CNY, down 27.45% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 5.124 billion CNY, with 2.481 billion CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of Huafeng Chemical's shareholders decreased by 25.68% to 48,400, while the average circulating shares per person increased by 34.55% to 102,258 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 72.5173 million shares, an increase of 3.3948 million shares from the previous period, while the Southern CSI 500 ETF reduced its holdings by 562,700 shares [3].

Core Viewpoint - Taihe New Materials is a leading domestic enterprise in the high-performance fiber sector, focusing on the development, manufacturing, and sales of spandex and aramid fiber products, with a strong technical and full industry chain advantage [1] Group 1: Business Performance - In Q3 2025, Taihe New Materials reported revenue of 2.732 billion yuan, ranking 2nd in the industry, surpassing the industry average of 2.037 billion yuan and the median of 1.537 billion yuan [2] - The main business composition includes products for security, information, and new energy industries at 1.17 billion yuan (61.46%), advanced textiles at 718 million yuan (37.72%), and others at 15.66 million yuan (0.82%) [2] - The net profit for the same period was 13.49 million yuan, ranking 6th in the industry, below the industry average of 105 million yuan and the median of 95.44 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, the asset-liability ratio was 48.56%, higher than the previous year's 46.44% and the industry average of 41.53% [3] - The gross profit margin for the same period was 18.18%, an increase from 17.02% year-on-year and above the industry average of 17.43% [3] Group 3: Executive Compensation - The chairman, Song Xiquan, received a salary of 1.6432 million yuan in 2024, a decrease of 142,300 yuan from 2023 [4] - The president, Chi Haiping, received a salary of 1.363 million yuan in 2024, down 951,700 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.01% to 42,400, while the average number of shares held per account decreased by 1.00% to 19,300 [5] - The top ten circulating shareholders include Southern CSI 1000 ETF, holding 5.5186 million shares, down 56,400 shares from the previous period [5] Group 5: Future Outlook - Longcheng Securities noted a decline in revenue and net profit in the first half of 2025 due to pressure on spandex and aramid prices, but highlighted successful application promotion in the new energy sector and enhanced competitiveness in aramid paper business [5] - Forecasted revenues for 2025-2027 are 4.416 billion, 5.344 billion, and 6.332 billion yuan, with net profits of 73 million, 217 million, and 323 million yuan respectively [5] - Huachuang Securities indicated intensified competition in aramid products and a decline in gross profit margins, while the spandex segment showed reduced losses [6] - The SAFEBM battery aramid-coated diaphragm pilot project has been put into production, with industrialization projects starting trial runs in the first half of 2025 [6]

Core Viewpoint - Huafeng Chemical's stock has shown a mixed performance in recent trading, with a year-to-date increase of 9.02% and a recent decline over the past 20 days [1][2]. Financial Performance - For the period from January to September 2025, Huafeng Chemical reported a revenue of 18.109 billion yuan, a year-on-year decrease of 11.11% [2]. - The net profit attributable to shareholders for the same period was 1.462 billion yuan, down 27.45% year-on-year [2]. Stock Market Activity - As of October 29, Huafeng Chemical's stock price was 8.70 yuan per share, with a trading volume of 72.51 million yuan and a turnover rate of 0.17% [1]. - The company experienced a net outflow of 1.844 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Huafeng Chemical was 48,400, a decrease of 25.68% from the previous period [2]. - The average number of circulating shares per shareholder increased by 34.55% to 102,258 shares [2]. Dividend Distribution - Since its A-share listing, Huafeng Chemical has distributed a total of 5.124 billion yuan in dividends, with 2.481 billion yuan distributed over the past three years [3]. Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 72.5173 million shares, an increase of 3.3948 million shares from the previous period [3]. - The Penghua CSI Sub-Segment Chemical Industry Theme ETF was a new entrant among the top shareholders, holding 29.813 million shares [3].

Group 1 - The core point of the news is that Huafeng Chemical's stock price has dropped by 5.08%, currently trading at 9.16 CNY per share, with a total market capitalization of 45.457 billion CNY [1] - Huafeng Chemical, established on December 15, 1999, and listed on August 23, 2006, specializes in the research, production, and sales of polyurethane products, including spandex fibers, polyurethane raw materials, and adipic acid [1] - The company's revenue composition is as follows: basic chemical products 36.84%, chemical fibers 34.73%, new chemical materials 22.81%, others 5.06%, and logistics services 0.56% [1] Group 2 - According to data, one fund under Zhongtai Securities Asset Management holds a significant position in Huafeng Chemical, specifically the Zhongtai Kaiyang Value Selected Mixed A Fund (007549), which has maintained its holding of 10.2029 million shares [2] - The fund's net asset value proportion for Huafeng Chemical is 4.05%, ranking it as the tenth largest holding [2] - The fund has experienced a floating loss of approximately 4.9994 million CNY today [2] Group 3 - The fund manager of Zhongtai Kaiyang Value Selected Mixed A Fund is Tian Yu, who has been in the position for 6 years and 180 days [3] - The total asset size of the fund is 3.645 billion CNY, with a best return of 106.5% and a worst return of -10.92% during the manager's tenure [3]