证券代码：301387 证券简称：光大同创 编号：2025-04 深圳光大同创新材料股份有限公司投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他（2025 年度深圳辖区上市公司投资者网上集体接待日） | | | 通过全景网"投资者关系互动平台"（https://ir.p5w.net）线上参 | | 参与单位名称 | 年度深圳辖区上市公司投资者网上集体接待日"活动 与"2025 | | | 的投资者 | | 时间 | 2025 年 11 月 20 日 14:30-17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 董事长、总经理：马增龙 | | 上市公司接待 | 董事、副总经理、财务总监：马英 | | 人员姓名 | 独立董事：唐都远 | | | 董事会秘书：占梦昀 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次活动中提出的问题进行了回复： | | ...

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]

资金流向方面，主力资金净流出1468.28万元，特大单买入692.30万元，占比6.57%，卖出1910.21万元， 占比18.13%；大单买入1878.14万元，占比17.82%，卖出2128.51万元，占比20.20%。 吉林化纤今年以来股价涨16.34%，近5个交易日跌0.94%，近20日涨4.48%，近60日涨1.94%。 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%。 11月14日，吉林化纤盘中下跌2.10%，截至09:54，报4.20元/股，成交1.05亿元，换手率1.02%，总市值 103.27亿元。 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%。 责任编辑：小浪快报 吉林化纤所属申万行业为：基础化工-化学纤维-粘胶。所属概 ...

格隆汇11月10日｜针对投资者关于"有消息显示吉林化纤部分产品进入了特斯拉Optimus供应链，2025年 订单预期达500吨，消息属实吗？"的提问，吉林化纤11月10日在互动平台回应："公司碳纤维产品主要 运用于风电领域，其它领域公司也在积极拓展。公司不掌握您所述500吨订单的信息。" ...

Core Viewpoint - The company is focusing on advanced thermoplastic resin composite materials, particularly PEEK, which is a key development direction in the aerospace sector [1] Group 1: Company Developments - The company does not directly research or produce PEEK resin but is involved in the development of carbon fiber products that serve as raw materials for clients in the aerospace field [1] - The company is committed to monitoring the development of advanced thermoplastic resin-based composite materials represented by PEEK [1] Group 2: Industry Trends - PEEK and similar materials are highlighted as significant areas of growth within the aerospace industry [1] - The company aims to collaborate with downstream clients to enhance research and development efforts using its high-performance carbon fiber [1]

Core Viewpoint - Jilin Chemical Fiber is a significant player in the viscose filament production industry, with strong revenue and profit performance, but faces challenges in debt levels and profitability compared to industry averages [1][2][3]. Group 1: Company Overview - Jilin Chemical Fiber was established on November 9, 1988, and listed on the Shenzhen Stock Exchange on August 2, 1996. The company is headquartered in Jilin City, Jilin Province [1]. - The company specializes in the production and sales of viscose fibers and is recognized as one of the world's major viscose filament manufacturers [1]. Group 2: Financial Performance - For Q3 2025, Jilin Chemical Fiber reported revenue of 4.019 billion yuan, ranking second in the industry, surpassing the industry average of 2.688 billion yuan [2]. - The main business segments include viscose filament (1.484 billion yuan, 56.30%), viscose staple fiber (647 million yuan, 24.55%), and carbon fiber products (443 million yuan, 16.83%) [2]. - The net profit for the same period was 30.1859 million yuan, ranking third in the industry, below the industry average of 46.9398 million yuan [2]. Group 3: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 64.07%, higher than the previous year's 59.12% and above the industry average of 57.43% [3]. - The gross profit margin was 10.94%, lower than the previous year's 16.05% but higher than the industry average of 4.31% [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 5.08% to 107,300, while the average number of shares held per shareholder increased by 5.36% to 22,900 [5]. - The top ten circulating shareholders include Southern CSI 1000 ETF and Hong Kong Central Clearing Limited, with notable decreases in their holdings [5]. Group 5: Future Outlook - Forecasts for net profit from 2025 to 2027 are 560 million, 1.1 billion, and 1.88 billion yuan, with corresponding EPS of 0.02, 0.04, and 0.08 yuan, indicating a PE ratio of 183, 93, and 54 times respectively [5]. - The viscose filament segment remains the primary profit source, while the carbon fiber sector is expected to recover gradually, with a significant year-on-year revenue increase of 368.31% in the first half of 2025 [5][6].

Core Viewpoint - The company, Guangwei Composites, has a comprehensive carbon fiber product system and is increasing its R&D expenditures to support new projects in carbon fiber and its applications [2]. Group 1: Carbon Fiber Products - The company can provide better material options for various applicable scenarios, including emerging application fields [2]. - There is no current plan to integrate Guangwei's fishing rod business into the listed company, as the fishing tackle business is developing healthily [2]. Group 2: R&D Expenditures - After a brief decline in R&D spending in previous years, the company has started to increase its R&D expenditures this year [2]. - The new round of R&D work is primarily focused on carbon fiber and carbon fiber prepreg research and application validation, supported by projects initiated by relevant departments or end-users [2].

Core Viewpoint - Zhongjian Technology (300777) is focusing on the development of thermoplastic resin composite materials, particularly PEEK, which is a key area in the aerospace sector [1] Company Summary - The company does not directly research or produce PEEK resin but is involved in the development of carbon fiber products that serve as raw materials for clients in this field [1] - Zhongjian Technology is committed to monitoring the advancements in advanced thermoplastic resin-based composite materials represented by PEEK [1] - The company aims to collaborate with downstream clients using its high-performance carbon fiber to support their research and development efforts [1]

Core Insights - The company has successfully applied carbon fiber products in the notebook computer casing sector and has entered the foldable smartphone market with mass production capabilities [1] - In the robotics sector, the company has initiated relevant research and development, gradually applying carbon fiber products to exoskeleton robot structural components, although the current application scale is still small [1] Company Developments - Carbon fiber products have reached mature application in the notebook computer casing field [1] - The company has achieved mass production of carbon fiber products for the foldable smartphone market [1] - Initial research and development efforts have been made for the application of carbon fiber in exoskeleton robots [1]

Group 1: Financial Performance - The company achieved a revenue of 749.88 million yuan in the first half of 2025, representing a year-on-year growth of 48.31% [6] - The net profit attributable to shareholders reached 23.22 million yuan, with a staggering year-on-year increase of 2,699.69% [6] - The gross profit margin decreased by 17.47% in the first half of 2025, primarily due to rising raw material costs and capacity ramp-up [7] Group 2: Product Development and Market Strategy - The company focuses on carbon fiber products, which have been successfully applied in the notebook computer casing and have entered the foldable smartphone market with mass production [1] - The strategy emphasizes "consolidating existing customers and expanding new customers," aiming to increase sales by improving technology and actively seeking new clients [2] - The company plans to enhance product structure and increase the sales proportion of high-margin products to improve gross profit margins [8] Group 3: Competitive Positioning - The company maintains a strategic focus on the application end of carbon fiber materials rather than upstream raw materials [3] - It has established deep collaborations with major clients, participating in early product development and quickly responding to design needs [4] - Compared to competitors like Toray and Zhongfu Shenying, the company highlights its advantages in cost, performance, and customization services [2] Group 4: Future Outlook and Risk Management - The company anticipates that carbon fiber business revenue will continue to grow, driven by technological advancements and market demand in sectors like consumer electronics and new energy vehicles [6] - To mitigate geopolitical risks, the company actively monitors global economic conditions and optimizes its global supply chain layout [6] - The company has established a special management system for foreign exchange derivatives to manage currency fluctuation risks [6]