1月13日，三友化工盘中上涨2.27%，截至10:48，报6.75元/股，成交2.09亿元，换手率1.54%，总市值 139.34亿元。 机构持仓方面，截止2025年9月30日，三友化工十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股3703.45万股，相比上期增加563.33万股。南方中证1000ETF（512100）位居第六大流通股 东，持股1133.99万股，相比上期减少9.88万股。广发优势成长股票A（011425）位居第七大流通股东， 持股981.19万股，为新进股东。广发聚丰混合A（270005）位居第十大流通股东，持股849.41万股，为 新进股东。 责任编辑：小浪快报 三友化工所属申万行业为：基础化工-化学原料-纯碱。所属概念板块包括：低价、有机硅、国资改革、 一带一路、社保重仓等。 截至9月30日，三友化工股东户数7.21万，较上期减少17.30%；人均流通股28626股，较上期增加 20.92%。2025年1月-9月，三友化工实现营业收入141.64亿元，同比减少11.90%；归母净利润1.22亿元， 同比减少69.18%。 分红方面，三友化工A股上市后累计派现43.76亿元 ...

1月6日，三友化工涨5.37%，截至发稿，报6.48元/股，成交2.17亿元，换手率1.66%，总市值133.77亿 元。 截至发稿，崔蕾累计任职时间7年62天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 208.53%， 任职期间最差基金回报-15.93%。 资料显示，唐山三友化工股份有限公司位于河北省唐山市南堡开发区三友办公大楼，成立日期1999年12 月28日，上市日期2003年6月18日，公司主营业务涉及从事粘胶短纤维、纯碱、烧碱、聚氯乙烯、混合 甲基环硅氧烷等系列产品的生产、销售。主营业务收入构成为：粘胶短纤维52.17%，纯碱21.47%，聚 氯乙烯树脂10.39%，烧碱7.68%，其他产品6.79%，蒸汽5.74%，二甲基硅氧烷混合环体4.62%，石灰石 2.72%，其他(补充)2.23%，电1.36%，高温胶1.36%，室温胶0.82%。 从三友化工十大流通股东角度 数据显示，南方基金旗下1只基金位居三友化工十大流通股东。南方中证1000ETF（512100）三季度减 持9.88万股，持有股数1133.99万股，占流通股的比例为0.55%。根据测算，今日浮盈赚取约374.22万 ...

资料显示，唐山三友化工股份有限公司位于河北省唐山市南堡开发区三友办公大楼，成立日期1999年12 月28日，上市日期2003年6月18日，公司主营业务涉及从事粘胶短纤维、纯碱、烧碱、聚氯乙烯、混合 甲基环硅氧烷等系列产品的生产、销售。主营业务收入构成为：粘胶短纤维52.17%，纯碱21.47%，聚 氯乙烯树脂10.39%，烧碱7.68%，其他产品6.79%，蒸汽5.74%，二甲基硅氧烷混合环体4.62%，石灰石 2.72%，其他(补充)2.23%，电1.36%，高温胶1.36%，室温胶0.82%。 从基金十大重仓股角度 数据显示，民生加银基金旗下1只基金重仓三友化工。民生加银红利回报混合（690009）三季度持有股 数25.71万股，占基金净值比例为3.08%，位居第八大重仓股。根据测算，今日浮盈赚取约1.8万元。 民生加银红利回报混合（690009）成立日期2012年8月9日，最新规模4698.42万。今年以来收益1.1%， 同类排名7688/8087；近一年亏损0.49%，同类排名7846/8085；成立以来收益207.42%。 12月30日，三友化工涨1.14%，截至发稿，报6.23元/股，成交5129 ...

资料显示，唐山三友化工股份有限公司位于河北省唐山市南堡开发区三友办公大楼，成立日期1999年12 月28日，上市日期2003年6月18日，公司主营业务涉及从事粘胶短纤维、纯碱、烧碱、聚氯乙烯、混合 甲基环硅氧烷等系列产品的生产、销售。主营业务收入构成为：粘胶短纤维52.17%，纯碱21.47%，聚 氯乙烯树脂10.39%，烧碱7.68%，其他产品6.79%，蒸汽5.74%，二甲基硅氧烷混合环体4.62%，石灰石 2.72%，其他(补充)2.23%，电1.36%，高温胶1.36%，室温胶0.82%。 三友化工所属申万行业为：基础化工-化学原料-纯碱。所属概念板块包括：低价、有机硅、破净股、钠 电池、国资改革等。 12月26日，三友化工盘中上涨2.16%，截至11:09，报6.16元/股，成交1.33亿元，换手率1.06%，总市值 127.16亿元。 资金流向方面，主力资金净流出911.86万元，特大单买入362.72万元，占比2.74%，卖出1113.99万元， 占比8.41%；大单买入2389.29万元，占比18.03%，卖出2549.88万元，占比19.24%。 三友化工今年以来股价涨15.64%，近5个交 ...

数据显示，中邮基金旗下1只基金重仓新乡化纤。中邮先进制造混合发起式A（024261）三季度持有股 数11万股，占基金净值比例为1.44%，位居第九大重仓股。根据测算，今日浮盈赚取约3.08万元。 中邮先进制造混合发起式A（024261）成立日期2025年7月29日，最新规模1587.36万。成立以来收益 0.29%。 中邮先进制造混合发起式A（024261）基金经理为金振振。 截至发稿，金振振累计任职时间3年126天，现任基金资产总规模19.04亿元，任职期间最佳基金回报 62.13%， 任职期间最差基金回报-7.36%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 12月24日，新乡化纤涨5.5%，截至发稿，报5.37元/股，成交2.96亿元，换手率3.37%，总市值91.31亿 元。 资料显示，新乡化纤股份有限公司位于河南省新乡市红旗区新长路与经八路交叉口新乡化纤股份有限公 司，成立日期1997年1月9日，上市日期1999年10月21日，公司主 ...

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 Points - The stock of Sanyou Chemical increased by 5.05%, reaching 6.24 CNY per share, with a trading volume of 232 million CNY and a turnover rate of 1.85%, resulting in a total market capitalization of 12.882 billion CNY [1] Company Overview - Sanyou Chemical, established on December 28, 1999, and listed on June 18, 2003, is located in the South Fort Development Zone of Tangshan, Hebei Province. The company specializes in the production and sales of various products including viscose staple fiber, soda ash, caustic soda, polyvinyl chloride, and mixed methylcyclosiloxane [1] - The revenue composition of Sanyou Chemical is as follows: viscose staple fiber 52.17%, soda ash 21.47%, polyvinyl chloride resin 10.39%, caustic soda 7.68%, and other products including steam 5.74%, dimethyl siloxane mixed ring 4.62%, limestone 2.72%, and electricity 1.36% [1] Fund Holdings - According to data, one fund under Minsheng Jianyin, the Minsheng Jianyin Dividend Return Mixed Fund (690009), holds a significant position in Sanyou Chemical, with 257,100 shares, accounting for 3.08% of the fund's net value, making it the eighth largest holding. The estimated floating profit today is approximately 77,100 CNY [2] - The Minsheng Jianyin Dividend Return Mixed Fund was established on August 9, 2012, with a latest scale of 46.9842 million CNY. Year-to-date, it has incurred a loss of 2.36%, ranking 8001 out of 8130 in its category, and a one-year loss of 1.07%, ranking 7886 out of 8054. Since inception, the fund has achieved a return of 196.9% [2]

Core Viewpoint - Xinxiang Chemical Fiber's stock price has shown significant volatility, with a year-to-date increase of 30.67% and a recent decline of 2.06% on November 12, 2023, indicating potential market fluctuations and investor sentiment [1][2]. Company Performance - Xinxiang Chemical Fiber reported a revenue of 5.74 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 3.28%. However, the net profit attributable to shareholders decreased by 33.15% to 133 million yuan [2]. - The company's main business segments include spandex fibers (58.51% of revenue) and biomass cellulose filament (38.34%), with other products contributing 3.15% [2]. Stock Market Activity - As of November 12, 2023, Xinxiang Chemical Fiber's stock was trading at 5.24 yuan per share, with a market capitalization of 8.91 billion yuan. The trading volume was 1.03 billion yuan, with a turnover rate of 1.13% [1]. - The stock has experienced a recent increase of 11.02% over the last five trading days, 23.00% over the last 20 days, and 31.00% over the last 60 days [2]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 13.99% to 64,000, while the average circulating shares per person increased by 16.26% to 26,580 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 17.89 million shares, an increase of 9.84 million shares from the previous period [3].

Core Points - Sanyou Chemical's stock increased by 5.09% on November 7, reaching a price of 5.99 CNY per share, with a trading volume of 2.22 billion CNY and a turnover rate of 1.83%, resulting in a total market capitalization of 12.365 billion CNY [1] Company Overview - Sanyou Chemical, established on December 28, 1999, and listed on June 18, 2003, is located in the South Fort Development Zone of Tangshan, Hebei Province. The company specializes in the production and sales of various products including viscose staple fiber, soda ash, caustic soda, polyvinyl chloride, and mixed methylcyclosiloxane [1] - The revenue composition of Sanyou Chemical is as follows: viscose staple fiber 52.17%, soda ash 21.47%, polyvinyl chloride resin 10.39%, caustic soda 7.68%, and other products including steam, dimethylsiloxane, limestone, and electricity [1] Shareholder Information - Among the top circulating shareholders of Sanyou Chemical, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 98,800 shares in the third quarter, now holding 11.3399 million shares, which accounts for 0.55% of the circulating shares. The estimated floating profit from this position is approximately 3.2886 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 76.63 billion CNY. Year-to-date returns are 28.25%, ranking 2030 out of 4216 in its category, while the one-year return is 21.51%, ranking 2068 out of 3913 [2]

Core Viewpoint - Nanjing Chemical Fiber, established in 1992 and listed in 1996, is a significant player in the domestic viscose fiber industry, focusing on the production of viscose filament and staple fiber, with certain technological advantages [1] Group 1: Business Performance - For Q3 2025, Nanjing Chemical Fiber reported revenue of 164 million, ranking 4th in the industry, with the industry leader, Xinxiang Chemical Fiber, generating 5.74 billion [2] - The company's main business composition includes viscose fiber business at 51.62 million (40.83%), other businesses at 29.33 million (23.20%), PET structural core materials at 27.25 million (21.55%), landscape water business at 18.20 million (14.40%), and Lyocell fiber business at 0.026 million (0.02%) [2] - The net profit for the same period was -57.50 million, also ranking 4th in the industry, with the industry leader reporting a net profit of 133 million [2] Group 2: Financial Ratios - As of Q3 2025, Nanjing Chemical Fiber's debt-to-asset ratio was 71.26%, up from 59.18% year-on-year, exceeding the industry average of 57.43% [3] - The gross profit margin for the period was -25.95%, a decline from -7.65% year-on-year, and below the industry average of 4.31% [3] Group 3: Executive Compensation - The chairman, Chen Jianjun, received a salary of 742,400, an increase of 173,200 from the previous year [4] - The general manager, Chen Congming, earned 728,200, up by 183,400 from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 15.02% to 36,100, while the average number of circulating A-shares held per account increased by 17.68% to 10,100 [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest, holding 1.87 million shares as a new shareholder [5]