发展前景良好。 2、公司碳纤维客户有哪些？ 答：公司碳纤维产品为上游基材，是生产各类碳纤维复合材料的核心 原料，并非直接对接终端客户；该类基材需通过下游复合材料企业完成成 型、复合等深加工环节，最终应用于航空航天、高端装备等终端场景，目 前公司正稳步推进产品性能验证，后续将结合进展推进产业链合作。 3、公司薄膜业务的未来展望？ 答：目前公司薄膜有三款高附加值新产品已进入试生产阶段，工艺验 证进展顺利，预计明年起逐步释放产能，同步推动主业产品结构向高毛利、 高景气品类优化；三款新产品具备较高毛利率，盈利情况良好，叠加下游 需求支撑，未来有望成为主业增长新引擎，持续提升公司主业核心竞争力 与盈利水平。 | 附件清单（如 | 无 | | --- | --- | | 有） | | | 日期 | 2025年12月29日 | 证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 投资者关系活动记录表 编号：2025-018 | | 特定对象调研 ☐ 分析师会议 | | --- | --- | | | 媒体采访 ☐ ☐业绩说明会 | | 投资者关系 | 新闻发布会 路演活动 ☐ ☐ | | 活动类别 | ...

吉林化纤所属申万行业为：基础化工-化学纤维-粘胶。所属概念板块包括：风能、大飞机、中盘、碳纤 维、海上风电等。 截至9月30日，吉林化纤股东户数10.73万，较上期减少5.08%；人均流通股22910股，较上期增加 5.36%。2025年1月-9月，吉林化纤实现营业收入40.19亿元，同比增长43.62%；归母净利润3264.75万 元，同比减少47.41%。 12月29日，吉林化纤盘中涨停，截至09:35，报4.65元/股，成交3.72亿元，换手率3.29%，总市值114.34 亿元。 资金流向方面，主力资金净流入7099.44万元，特大单买入1.18亿元，占比31.68%，卖出3152.74万元， 占比8.49%；大单买入6874.93万元，占比18.50%，卖出8391.98万元，占比22.59%。 吉林化纤今年以来股价涨28.81%，近5个交易日涨14.25%，近20日涨18.62%，近60日涨7.64%。 今年以来吉林化纤已经2次登上龙虎榜，最近一次登上龙虎榜为5月19日，当日龙虎榜净买入1.36亿元； 买入总计2.78亿元 ，占总成交额比10.86%；卖出总计1.43亿元 ，占总成交额比5.57% ...

当前，在新一轮科技革命和产业变革中，新材料被视为高新技术产业的基石。作为国家战略性新兴产业 的重点领域，国产碳纤维行业正迎来从"跟随"向"领跑"跨越的关键期。作为国内碳纤维行业的领军企 业，光威复材凭借全产业链布局与强大的自主研发实力，打破了国外长期的技术封锁与垄断，正展现出 强劲的市场竞争力与行业引领力。 作为国内碳纤维行业首家A股上市公司，光威复材多年来深耕碳纤维及复合材料领域，通过持续的技术 创新与资本赋能，已形成相应的领先技术和产品优势，不仅巩固了高端装备领域的关键地位，更在低空 经济等新兴领域实现了前瞻布局。 碳纤维龙头铸就中国制造"新底气" 扎根于山东威海的光威复材，通过二十余年的自主攻关，形成了集碳纤维及复合材料研发、生产、检 测、装备制造于一体的产业格局，书写了中国碳纤维产业从无到有的历史。 "光威复材旗下的威海拓展纤维有限公司是国内首家碳纤维产业的民营企业。2005年，公司第一次实现 中国碳纤维的工程化生产，一举打破了国外'卡脖子'的封锁垄断，改变了世界碳纤维的格局。"回顾公 司发展历程，光威复材董事长卢钊钧表示，研制碳纤维20多年来，公司在纤维端实现了从国产T300到 T1100、M40J ...

12月24日，吉林化纤盘中上涨2.24%，截至11:04，报4.11元/股，成交1.11亿元，换手率1.12%，总市值 101.06亿元。 资金流向方面，主力资金净流出540.75万元，特大单买入542.09万元，占比4.86%，卖出625.97万元，占 比5.62%；大单买入1937.12万元，占比17.38%，卖出2393.99万元，占比21.48%。 吉林化纤今年以来股价涨13.85%，近5个交易日涨2.75%，近20日涨5.38%，近60日跌8.46%。 资料显示，吉林化纤股份有限公司位于吉林省吉林市经开区昆仑街216号，成立日期1988年11月9日，上 市日期1996年8月2日，公司主营业务涉及粘胶纤维的生产和销售。主营业务收入构成为：粘胶长丝 56.30%，粘胶短纤24.55%，碳纤维产品16.83%，其他2.31%。 吉林化纤所属申万行业为：基础化工-化学纤维-粘胶。所属概念板块包括：风能、海上风电、国资改 革、融资融券、低价等。 截至9月30日，吉林化纤股东户数10.73万，较上期减少5.08%；人均流通股22910股，较上期增加 5.36%。2025年1月-9月，吉林化纤实现营业收入40.1 ...

证券日报网讯 12月8日，光大同创在互动平台回答投资者提问时表示，目前公司碳纤维产品已在折叠屏 手机领域实现量产交付，公司积极开拓新客户，期待能进入到更多的折叠屏手机客户中。 （文章来源：证券日报） ...

格隆汇12月8日丨光大同创(301387.SZ)在投资者互动平台表示，目前公司碳纤维产品已在折叠屏手机领 域实现量产交付，公司积极开拓新客户，期待能进入到更多的折叠屏手机客户中。 ...

Group 1: Investment Strategy and Market Positioning - The company is strategically investing in Dongguan Chenglin to penetrate the key segment of the new energy vehicle (NEV) market, aiming to create a new growth curve [2] - The investment allows the company to leverage its advantages in precision processing, material technology, and quality systems to provide integrated solutions in the NEV sector [2] - The acquisition is expected to deepen strategic collaboration with core customers and expand the company's business landscape [2] Group 2: Product Development and Market Opportunities - The company is focusing on expanding its product matrix, particularly in carbon fiber materials, which are increasingly in demand for lightweight applications across various industries [3] - Carbon fiber is recognized as a key material in national strategic emerging industries, supported by policies like "Made in China 2025" [3] - The company has successfully applied carbon fiber products in consumer electronics and is prepared for mass production, indicating a strong market outlook [3] Group 3: Financial Performance and Growth Projections - In the first three quarters of 2025, the company's revenue reached 1.159 billion yuan, reflecting a year-on-year growth of 37.79% [6] - The growth in revenue is primarily driven by functional products, indicating a solid customer base and efficient supply chain [6] - The company plans to continue expanding its presence in the NEV sector while exploring opportunities in smart wearables and other emerging markets [6] Group 4: Research and Development Focus - The company invested 50.1257 million yuan in R&D in the first three quarters of 2025, accounting for 4.32% of its revenue [6] - R&D efforts are concentrated on environmentally protective materials, downstream applications of carbon fiber, and new process enhancements [6] - The company aims to optimize production processes and enhance responsiveness through deep collaboration with customers, ensuring the relevance and practicality of its innovations [6] Group 5: Future Investment and Management Strategy - The company maintains a strategic approach to investment and mergers, focusing on opportunities that align with its long-term development goals [5] - Management emphasizes high-quality development and sustainable growth, actively seeking projects that offer synergistic potential [5] - The company is committed to enhancing management efficiency through digital transformation and cost reduction initiatives [7]

Group 1 - The core viewpoint of the article is that Guangwei Composites (300699) has announced on an interactive platform that KOTEC (Weihai) is currently in the product certification process, which will positively impact the company's carbon fiber product business once production begins [1] Group 2 - KOTEC (Weihai) is expected to start production after completing the certification process [1] - The production commencement is anticipated to bring certain positive effects to the company's corresponding carbon fiber product business [1]

Core Viewpoint - Jilin Chemical Fiber's stock price has shown fluctuations, with a recent decline of 2.10% and a year-to-date increase of 16.34%, indicating mixed investor sentiment and market performance [1][2]. Company Performance - Jilin Chemical Fiber reported a revenue of 4.019 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 43.62%. However, the net profit attributable to shareholders decreased by 47.41% to 32.6475 million yuan [2]. - The company has a diverse revenue structure, with viscose filament contributing 56.30%, viscose staple fiber 24.55%, carbon fiber products 16.83%, and other products 2.31% to its total revenue [1]. Stock Market Activity - As of November 14, Jilin Chemical Fiber's stock was trading at 4.20 yuan per share, with a total market capitalization of 10.327 billion yuan. The stock has experienced a trading volume of 1.05 billion yuan and a turnover rate of 1.02% [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on May 19, where it recorded a net purchase of 136 million yuan [1]. Shareholder Information - As of September 30, the number of shareholders decreased by 5.08% to 107,300, while the average circulating shares per person increased by 5.36% to 22,910 shares [2]. - The top ten circulating shareholders include significant entities such as the Southern CSI 1000 ETF and Hong Kong Central Clearing Limited, with both reducing their holdings [3].

Core Viewpoint - The company responded to inquiries regarding its products potentially entering Tesla's Optimus supply chain, stating it does not have information about a 500-ton order expected by 2025 [1] Group 1 - The company confirmed that its carbon fiber products are primarily used in the wind power sector [1] - The company is actively expanding into other fields beyond wind power [1] - The company does not possess information regarding the mentioned 500-ton order [1]