证券日报网讯1月9日，南京化纤（600889）在互动平台回答投资者提问时表示，公司目前业务的主要产 品是粘胶短纤、莱赛尔纤维、PET结构芯材等，近两年没有出口欧盟国家。 ...

每经AI快讯，有投资者在投资者互动平台提问：董秘你好！了解到贵公司现业务海外营收的金额和占 比不大，但贵公司的年度年报对营业收入做分区域的分析并没有涉及海外收入地区，请问产品具体出口 到哪些地区？是否包含欧盟国家？ （文章来源：每日经济新闻） 南京化纤（600889.SH）1月9日在投资者互动平台表示，尊敬的投资者，南京化纤目前业务的主要产品 是粘胶短纤、莱赛尔纤维、PET结构芯材等，近两年没有出口欧盟国家，谢谢。 ...

在IPO"第一审"方面，1 月5 日，北京证券交易所上市委员会将召开2026年第1次审议会议，审议舟山晨 光电机股份有限公司（下称"晨光电机"）的IPO申请；在并购重组"第一审"方面，2026年1月7日，上海 证券交易所并购重组审核委员会将召开2026年第1次并购重组审核委员会审议会议，审议南京化纤 （600889.SH）发行股份购买资产事项。 晨光电机曾因信披问题遭监管警示 沪深北交易所的2026年"第一审"来了。 2026年1月7日，上海证券交易所并购重组审核委员会将召开2026年第1次并购重组审核委员会审议会 议，审议南京化纤（600889.SH）发行股份购买资产事项，这也将是2026年的并购重组"第一审"。 南京化纤前身系国营南京化学纤维厂，成立于1964年。1992年9月，以其主要生产经营性净资产经评估 作价改制设立为股份制企业，1996年3月，在上交所挂牌上市，现控股股东为南京新工投资集团有限责 任公司（下称"新工集团"），最终实际控制人为南京市人民政府国有资产监督管理委员会。 南京化纤此次的重组方案包括重大资产置换、发行股份及支付现金购买资产并募集配套资金。本次交易 前，南京化纤的主营业务为粘胶 ...

"通过'智改数转'，新技术、新设备提效率降能耗，自动化生产线保证了高标准的纱线生产，提升了企 业的市场竞争力，现在公司每天可生产45吨左右的纯棉紧密赛络纱。"凯威(夏津)纺织科技有限公司总 经理时硕说，"158台纺纱设备和粗细络联一体纺纱系统，对电力可靠性要求非常高，在当地供电部门 协助下，我们的配电设施进行了升级改造。" 国网夏津县供电公司相关负责人介绍，围绕棉纺织企业"智改数转"和纺织集群建设，供电部门实施"项 目长制"，开通纺织企业办电、服务绿色通道，推行强网、办电、运维等12项措施，通过"电网一张 图"，为企业提供全生命周期服务，助力企业降本提质增效。 在山东鸿泰鼎新材料科技有限公司110千伏专线建设中，供电部门积极争取政策支持，多方协调资源， 确保线路如期投运，为企业莱赛尔纤维项目的顺利投产提供了电力保障。 夏津是传统纺织业大县，纺纱规模达300万锭，占山东省的十分之一。面对市场竞争，夏津县成立棉纺 织智改数转专班，通过工信、科技、金融、电力等多部门协同联动，推动传统纺织业向高端化、智能 化、绿色化转型。 纺织工业中棉结数量直接影响纱线条干均匀度，是纺纱质量控制的核心指标。山东锦盛祥润纺织科技 有限 ...

Core Insights - The article highlights a significant transformation in the green fiber industry led by the global cellulose fiber producer, Sateri Group, with the full production launch of its Yancheng factory in 2025, aiming to exceed a total production capacity of 2 million tons, thereby reinforcing its leadership position in the global industry and contributing to the high-quality development of China's textile sector [1][2]. Group 1: Milestones and Achievements - The year 2025 is marked as a "harvest year" for Sateri (Yancheng), with the successful production launch of the C line on February 28, followed by the D line on August 27, resulting in a total production capacity of 400,000 tons per year, making it the largest single cellulose fiber plant globally [2][3]. - The total cellulose fiber production capacity of the group has surpassed 2 million tons per year, with lyocell fiber capacity reaching 400,000 tons per year, both ranking first globally [3][6]. Group 2: Strategic Development and Support - The rapid development of Sateri (Yancheng) is attributed to its forward-looking strategic layout and continuous efforts, with the groundbreaking ceremony for the second-phase project held in June 2024, laying the foundation for its current success [3][4]. - The success of Sateri in Yancheng exemplifies the synergy between excellent enterprises and a favorable business environment, with local government support playing a crucial role in facilitating the project [4][7]. Group 3: Future Vision and Commitment - Sateri aims to establish the Yancheng factory as the largest single cellulose fiber production facility in China, focusing on creating a world-class green and biodegradable fiber industry base, contributing to the modernization of the region [6][7]. - The company is committed to exploring new paradigms of green development and leading the entire industry chain towards innovation, circular economy, and low-carbon transformation, thereby enhancing the quality of the textile fashion industry [6][7].

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]

股票代码：600889 股票简称：南京化纤 编号：2025-055 南京化纤股份有限公司 2025 年第三季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 南京化纤股份有限公司（以下简称"公司"）根据上海证券交易所《上市公司 行业信息披露指引第十三号——化工》要求，现将公司2025年第三季度主要经营数 据披露如下： | 主要产品 | 年度 | 生产量 | 销售量 | 库存量 | 营业收入（万元） | | --- | --- | --- | --- | --- | --- | | 粘胶短纤 （含长丝束）（吨) | 2025 年 | 796 | 246 | 796 | 267.51 | | | 2024 年 | 7,305 | 10,641 | 726 | 12,169.45 | | 莱赛尔纤维(吨) | 2025 年 | - | - | 0.31 | - | | | 2024 年 | 2,681 | 2,309 | 706 | 2,432.46 | | 城市生态补水 | 2025 年 | 1,360 | ...

Core Insights - The paper industry in Rizhao is experiencing significant growth, driven by companies like Asia Pacific Senbo and Huatai Paper, which are transforming the region into a billion-dollar industrial cluster [1][2][3] Group 1: Company Developments - Asia Pacific Senbo has evolved from a single product manufacturer to a comprehensive industrial park, producing various products including dissolving pulp, cultural paper, and life paper, with an annual production capacity of 235 million tons of wood pulp and 60 million tons of white cardboard [2] - Huatai Paper has successfully developed high-transparency stretch paper, which has replaced imported products and is now widely used in packaging for food and chemicals, with a total production capacity of 250,000 tons [2][3] - The introduction of advanced technologies, such as the DCS automatic control system and QCS quality detection system, has enhanced production efficiency and product quality in Asia Pacific Senbo's facilities [1] Group 2: Industry Growth and Impact - The Rizhao paper industry has created a complete supply chain, benefiting over 1,500 companies in Shandong province and generating thousands of jobs [3] - The Rizhao integrated pulp and paper industry cluster has been recognized in the provincial "Top Ten Industries" list, indicating strong future growth potential [3] - Projections for 2024 indicate that Rizhao will produce 2.6 million tons of pulp and 1.6 million tons of paper products, with a 13.94% increase in output value for the 35 major pulp and paper enterprises [3]

Core Viewpoint - The article highlights the innovative "three-component separation" technology developed by Shenzhen Zhongnong Qimei Technology Co., Ltd., which transforms agricultural straw from a waste product into high-value industrial products, thereby addressing economic and environmental challenges in straw utilization in China [1][3][5]. Group 1: Technology and Innovation - The "three-component separation" technology allows for the complete decomposition of straw waste from nine major crops, converting it into high-value products such as pulp fibers and soluble humic acid, achieving zero waste and low energy consumption [5][9]. - Compared to traditional chemical methods for straw pulp production, this technology reduces energy consumption by 70% and water usage by 80%, with a straw utilization rate approaching 100% [5][10]. - The technology has been recognized as being at the international leading level, providing a viable "Chinese solution" for biomass refining [14][15]. Group 2: Market Potential - The bio-based fibers produced can replace pulp, with China's pulp consumption projected to reach 12.415 million tons in 2024, indicating a significant supply-demand gap [7][9]. - The soluble humic acid product serves as an organic fertilizer, offering a green and cost-effective alternative to existing mineral and biochemical humic acids [9][10]. Group 3: Industrial Development and Strategy - Zhongnong Qimei plans to establish multiple straw enzymatic hydrolysis industrial bases across China, aiming to process nearly 10 million tons of straw annually during the 14th Five-Year Plan period [17][19]. - The company advocates for innovation in mechanisms and the establishment of an industrial ecological alliance to enhance China's agricultural technology competitiveness on a global scale [19][20]. - The company envisions a dual-circulation resource pattern, integrating domestic networks with overseas production capabilities to lead a transformation in agricultural ecology [17][19].

Core Insights - The report highlights the transformation of Lyocell fiber from a niche high-end product to a mainstream material, driven by global green consumption trends and domestic textile industry upgrades [1][2]. Industry Overview - China has become the core engine for global Lyocell fiber development, with production soaring from 54,000 tons in 2020 to 428,000 tons in 2024, reflecting a staggering annual growth rate of 173% [2]. - By 2024, China is expected to account for approximately 60% of global Lyocell production capacity, with domestic apparent demand reaching 459,000 tons, a year-on-year increase of 14.3% [2]. Product Innovation - The Lyocell fiber family is expanding to cater to diverse application scenarios, with a complete matrix of "basic and functional" products now available [3]. - Standard Lyocell fibers remain the most widely used, while specialized variants such as cross-linked Lyocell are being developed for high-end fabrics [3]. Market Penetration - In the yarn and fabric sectors, the penetration rate of Lyocell is increasing, with about 72% of companies experimenting with its use [4]. - The most popular blending ratio is 20% Lyocell with 80% other fibers, optimizing costs while maintaining compatibility with existing spinning equipment [4]. Dyeing Challenges - The dyeing process for Lyocell presents challenges due to its fiberization characteristics and high moisture swelling rate, which can lead to issues like color fading and pilling [5]. - The industry is exploring various solutions, including the use of cross-linking agents and advanced dyeing techniques to mitigate these challenges [5]. End-User Applications - Lyocell is reshaping consumer choices in the apparel and home textile markets with its dual advantages of "green and comfort" [6]. - In the home textile sector, Lyocell's moisture-wicking and shrinkage stability make it a popular choice for bedding products, with a significant portion of the market now offering customizable options [6]. Future Outlook - By 2025, Lyocell fiber applications are expected to expand further into high-end medical non-woven fabrics and functional outdoor gear, driven by ongoing technological advancements and deeper industry collaboration [7].