今日聚焦 【生益科技：签订45亿元高性能覆铜板项目投资意向协议】 【天龙股份：拟2.32亿元收购4D毫米波雷达公司苏州豪米波54.87%股权】 【铜陵有色：米拉多铜矿二期工程延期 预计将对公司2026年的经营业绩产生一定影响】 铜陵有色(000630.SZ)公告称，控股子公司中铁建铜冠投资有限公司的米拉多铜矿二期工程预计将延 期。该工程原计划于2025年6月建成，2025年7月至12月进行试生产，2026年初正式投产。然而，由于厄 瓜多尔政治局势波动，人事变动频繁，导致《采矿合同》签署进度受影响，正式投产工作需待《采矿合 同》签署后方可实施。目前，米拉多铜矿二期工程正式投产时间尚不确定，预计将对公司2026年的经营 业绩产生一定影响。 投资签约 【龙蟠科技：拟投资20亿元建设高性能锂电池正极材料项目】 【延江股份：拟购买高速高频载板生产商甬强科技控制权股票停牌 后者高端产品已通过Intel、华为等 认证】 【中坚科技：拟开展智能机器人合作开发项目】 中坚科技(002779.SZ)公告称，公司董事会同意批准公司开展"智能精品"项目前期研发和相关工作。具体 工作包括但不限于：与某行业领先的终端设备提供商共同推动包 ...

中矿资源：年产3万吨高纯锂盐技改项目点火试运行 1月4日晚，中矿资源(002738)发布公告称，下属全资公司中矿资源（江西）锂业有限公司投资建设的年产3万吨高纯锂盐技改项目已完成建设并取得试生产 备案，于2026年1月2日点火投料试生产运营。项目总投资额为1.21亿元，将进一步提高锂回收率，有效降低锂盐生产成本，主产品为电池级碳酸锂、电池级 氢氧化锂，副产品为元明粉。技改项目投产后，公司将合计拥有年产7.1万吨电池级锂盐产能。 邵阳液压：购买重庆新承航锐科技股份有限公司100%股份获得深交所受理 1月4日晚，邵阳液压(301079)发布公告称，公司拟通过发行股份及支付现金的方式购买重庆新承航锐科技股份有限公司100%股份并募集配套资金。2025年12 月31日，公司收到深圳证券交易所出具的《关于受理邵阳维克液压股份有限公司发行股份购买资产并募集配套资金申请文件的通知》。深交所根据相关规定 对申请文件进行了核对，认为申请文件齐备，决定予以受理。 兴齐眼药：硫酸阿托品滴眼液药品补充申请获批 长源电力：拟投资建设松滋八宝风电项目 总投资5.72亿元 1月4日晚，长源电力(000966)发布公告称，公司拟在湖北省松滋 ...

人民财讯1月4日电，新乡化纤（000949）1月4日公告，2025年10月1日起，公司对北区生物质纤维素长 丝生产线设备进行有序停产改造，停产改造时间约为90天。自2026年1月1日起，公司北区生物质纤维素 长丝生产线设备完成上述停产改造，相关车间开始恢复正常生产。本次生产线顺利复产，将逐步恢复公 司生物质纤维素长丝产品的正常供应，进一步提升相关生产线的稳定性与运行效率。 ...

格隆汇1月4日丨新乡化纤(000949.SZ)公布，2025年10月1日起，新乡化纤股份有限公司对北区生物质纤 维素长丝生产线设备进行有序停产改造，停产改造时间约为90天，详见公司于2025年9月23日披露的 《关于公司部分生产线停产改造的公告》（公告编号：2025-031）。自2026年1月1日起，公司北区生物 质纤维素长丝生产线设备完成上述停产改造，相关车间开始恢复正常生产。本次生产线顺利复产，将逐 步恢复公司生物质纤维素长丝产品的正常供应，进一步提升相关生产线的稳定性与运行效率。 ...

格隆汇1月4日丨新乡化纤(000949.SZ)公布，2025年10月1日起，新乡化纤股份有限公司对北区生物质纤 维素长丝生产线设备进行有序停产改造，停产改造时间约为90天，详见公司于2025年9月23日披露的 《关于公司部分生产线停产改造的公告》（公告编号：2025-031）。自2026年1月1日起，公司北区生物 质纤维素长丝生产线设备完成上述停产改造，相关车间开始恢复正常生产。本次生产线顺利复产，将逐 步恢复公司生物质纤维素长丝产品的正常供应，进一步提升相关生产线的稳定性与运行效率。 ...

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 ...

Group 1 - Xinxiang Chemical Fiber Co., Ltd. experienced a decline of 5.15% on December 23, with a stock price of 5.16 yuan per share, a trading volume of 254 million yuan, a turnover rate of 2.83%, and a total market capitalization of 8.774 billion yuan [1] - The company, established on January 9, 1997, and listed on October 21, 1999, specializes in the production and sales of viscose filament, viscose staple fiber, and spandex. The revenue composition is as follows: spandex fiber 58.51%, biomass cellulose filament 38.34%, and others 3.15% [1] Group 2 - Zhongyou Fund has a significant holding in Xinxiang Chemical Fiber, with the Zhongyou Advanced Manufacturing Mixed Fund A (024261) holding 110,000 shares, accounting for 1.44% of the fund's net value, making it the ninth-largest holding. The estimated floating loss today is approximately 30,800 yuan [2] - The fund manager of Zhongyou Advanced Manufacturing Mixed Fund A is Jin Zhenzhen, who has been in the position for 3 years and 125 days. The total asset size of the fund is 1.904 billion yuan, with the best fund return during the tenure being 62.3% and the worst being -7.36% [3]

Core Viewpoint - Xinxiang Chemical Fiber Co., Ltd. is a leading domestic producer of viscose filament and spandex, with the largest viscose filament capacity and the second-largest spandex capacity in China [1] Group 1: Business Performance - In Q3 2025, Xinxiang Chemical Fiber achieved a revenue of 5.74 billion yuan, ranking first among four industry peers, significantly surpassing the second-ranked Jilin Chemical Fiber's 4.019 billion yuan [2] - The company's net profit for the same period was 133 million yuan, also leading the industry, exceeding the second-ranked Hengtian Hailong's 82.4 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Xinxiang Chemical Fiber's debt-to-asset ratio was 50.42%, lower than the industry average of 57.43% [3] - The gross profit margin was 9.74%, which, despite being lower than the previous year's 11.67%, remained above the industry average of 4.31% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 13.99% to 64,000, while the average number of circulating A-shares held per shareholder increased by 16.26% to 26,600 [5] - Notable new shareholders include Guangfa Advantage Growth Stock A and Dachen New Industry Mixed A, with significant holdings [5] Group 4: Future Projections - Guohai Securities forecasts the company's revenue for 2025-2027 to be 7.6 billion, 8 billion, and 8.3 billion yuan, with net profits of 152 million, 256 million, and 358 million yuan, respectively [5] - The company is expected to maintain a competitive edge due to its leading production capacity in biomass cellulose filament and spandex, as well as its ongoing product development and technological innovation [6]

Core Viewpoint - Xinxiang Chemical Fiber Co., Ltd. announced a 90-day shutdown for the renovation of its biomass cellulose filament production line starting October 1, aimed at improving stability and operational efficiency [1] Company Summary - Xinxiang Chemical Fiber is a leading company in the biomass cellulose filament industry, with a production capacity of 110,000 tons and over 60 years of production experience [1] - The company produces biomass cellulose filaments and spandex fibers, indicating a diversified product portfolio [1] Industry Summary - The shutdown and renovation are part of proactive measures to enhance production line stability and operational levels, suggesting a focus on long-term operational improvements within the industry [1] - The company assures that this planned shutdown will not significantly impact its future ongoing operations, reflecting a strategic approach to production management [1]

Group 1 - The core viewpoint is that Xinxiang Chemical Fiber (000949.SZ) is undergoing a planned production line shutdown for transformation, which will temporarily impact the company's performance [1] - The shutdown will affect a production capacity of 31,200 tons per year of biomass cellulose filament, leading to an estimated reduction in revenue of approximately 185 million yuan and a decrease in total profit of about 48 million yuan by 2025 [1] - The company aims to minimize negative impacts on operational results by negotiating with suppliers and customers, ensuring safety during the shutdown, and preparing for subsequent production recovery [1] Group 2 - In the first half of 2025, Xinxiang Chemical Fiber reported a revenue of 3.738 billion yuan, a year-on-year decrease of 1.52%, and a net profit of 62.7469 million yuan, down 58.58% year-on-year [2] - The decline in net profit is primarily attributed to pressure on profitability from biomass cellulose filament and spandex fiber businesses, with rising raw material prices increasing unit costs and reducing gross margins [2] - The domestic biomass cellulose filament industry is characterized by high market concentration, with major players including Jilin Chemical Fiber, Xinxiang Chemical Fiber, Yibin Silia, and Aoyuan Meigu [2] Group 3 - The biomass cellulose filament industry is facing significant performance challenges, with a shift towards high-end and green transformation in the chemical fiber sector [3] - As a leading company in the biomass cellulose filament field, Xinxiang Chemical Fiber's equipment upgrades through the shutdown align with industry policy directions, enhancing product technology and environmental performance [3]