登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002068 证券简称：黑猫股份 公告编号：2026-001 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 四、其他相关说明 本次业绩预告是公司财务部门初步测算的结果，未经会计师事务所审计，具体财务数据将在公司2025年 度报告中详细披露，敬请广大投资者注意投资风险。 特此公告。 江西黑猫炭黑股份有限公司董事会 2、预计的经营业绩：预计净利润为负值 注：本报告期基本每股收益按照总股本73,534.5196万股计算。 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所预审计。公司已就本次业绩预告与年报审计会计师事务所进行了预沟 通，公司与会计师事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 报告期内，公司主要产品受行业多重因素叠加影响，主要原料煤焦油价格全年波动剧烈且整体承压，成 本端压力持续凸显；叠加下游轮胎行业影响，炭黑市场需求支撑不足，行业供需格局承压，产品价格与 成本出现倒挂，导致公司主要产品利润空间被大幅挤压，盈利水平下滑。后续公司将着力强化科技创新 驱动 ...

（记者 王晓波） 每经AI快讯，黑猫股份1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损4.2亿 元~4.7亿元，同比由盈转亏。基本每股收益亏损0.5712元~0.6392元。上年同期基本每股收益盈利0.0342 元。业绩变动主要原因是，报告期内，公司主要产品受行业多重因素叠加影响，主要原料煤焦油价格全 年波动剧烈且整体承压，成本端压力持续凸显；叠加下游轮胎行业影响，炭黑市场需求支撑不足，行业 供需格局承压，产品价格与成本出现倒挂，导致公司主要产品利润空间被大幅挤压，盈利水平下滑。 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 ...

黑猫股份公告，预计2025年度净利润亏损4.2亿元–4.7亿元，上年同期为盈利2513.47万元。报告期内， 公司主要产品受行业多重因素叠加影响，主要原料煤焦油价格全年波动剧烈且整体承压，成本端压力持 续凸显；叠加下游轮胎行业影响，炭黑市场需求支撑不足，行业供需格局承压，产品价格与成本出现倒 挂，导致公司主要产品利润空间被大幅挤压，盈利水平下滑。后续公司将着力强化科技创新驱动，深化 成本管控与生产运营效率提升，修复整体毛利，稳步改善经营状况。 ...

证券代码：002068 证券简称：黑猫股份 公告编号：2026-001 江西黑猫炭黑股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所预审计。公司已就本次业绩预告与年报审计会计 师事务所进行了预沟通，公司与会计师事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 报告期内，公司主要产品受行业多重因素叠加影响，主要原料煤焦油价格全年波 动剧烈且整体承压，成本端压力持续凸显；叠加下游轮胎行业影响，炭黑市场需求支 撑不足，行业供需格局承压，产品价格与成本出现倒挂，导致公司主要产品利润空间 被大幅挤压，盈利水平下滑。后续公司将着力强化科技创新驱动，深化成本管控与生 产运营效率提升，修复整体毛利，稳步改善经营状况。 四、其他相关说明 本次业绩预告是公司财务部门初步测算的结果，未经会计师事务所审计，具体财 务数据将在公司2025年度报告中详细披露，敬请广大投资者注意投资风险。 证券代码：00206 ...

Market Overview - The rubber sector experienced a slight decline of 0.04% on January 28, with Keqiang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Black Cat Co. (002068) saw a significant increase of 5.65%, closing at 9.72 with a trading volume of 599,300 shares and a turnover of 582 million yuan [1] - Other notable performers included Yongdong Co. (002753) with a 1.05% increase, closing at 7.70, and Yanggu Huatai (300121) with a 1.03% increase, closing at 13.73 [1] - Conversely, Keqiang Co. (920665) led the declines with a drop of 3.31%, closing at 14.60, alongside Zhen'an Technology (300767) which fell by 2.35% [2] Capital Flow - The rubber sector experienced a net outflow of 106 million yuan from institutional investors, while retail investors saw a net inflow of 16.39 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed some interest [2] Individual Stock Capital Flow - Black Cat Co. (002068) had a net inflow of 58.11 million yuan from institutional investors, but a net outflow from retail investors of 36.35 million yuan [3] - Yongdong Co. (002753) saw a net inflow of 7.16 million yuan from institutional investors, while retail investors had a net outflow of 10 million yuan [3] - Other stocks like Yanggu Huatai (300121) and Fengmao Co. (301459) also showed varied capital flows, reflecting differing investor sentiments across the sector [3]

证券之星消息，1月27日橡胶板块较上一交易日下跌0.16%，黑猫股份领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。橡胶板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300731 | 科创新源 | 62.84 | 4.82% | 13.67万 | 8.38亿 | | 603650 | 彤程新材 | 59.52 | 0.81% | 19.03万 | 11.32亿 | | 300587 | 天铁科技 | 6.37 | 0.47% | 32.55万 | 2.04亿 | | 300767 | 震安科技 | 20.40 | 0.34% | 7.61万 | 1.53亿 | | 920225 | 利通科技 | 33.09 | 0.27% | 2.79万 | 9061.14万 | | 920665 | 科强股份 | 15.10 | -0.20% | 4.61万 | 6837.27万 | | 001325 | 元创股份 | 51.85 ...

Market Overview - The rubber sector experienced a decline of 2.07% on January 26, with Fengmao Co. leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers in the rubber sector included: - Heimao Co. (002068) with a closing price of 9.51, up 4.16% and a trading volume of 452,700 shares, totaling 421 million yuan [1] - Lianke Technology (001207) closed at 28.75, up 3.98% with a trading volume of 110,900 shares, totaling 314 million yuan [1] - Significant decliners included: - Fengwu Co. (301459) with a closing price of 49.08, down 6.37% and a trading volume of 29,500 shares, totaling 147 million yuan [2] - KQ Co. (920665) closed at 15.13, down 6.14% with a trading volume of 84,700 shares, totaling 131 million yuan [2] Capital Flow - The rubber sector saw a net outflow of 231 million yuan from main funds, while retail investors contributed a net inflow of 188 million yuan [2] - The table of capital flow indicates that: - Heimao Co. had a main fund net outflow of 50.76 million yuan, with retail investors showing a net outflow of 41.74 million yuan [3] - KQ Co. experienced a main fund net outflow of 3.91 million yuan, with retail investors also showing a net outflow of 2.95 million yuan [3]

Group 1 - The core viewpoint of the article highlights the transformation of the Hebei coal chemical industry through digitalization, exemplified by the establishment of a digital factory that has significantly improved production efficiency and management [1][6] - The digital management system, which cost 120 million yuan, utilizes 40,000 data collection points and 5G technology to enhance traditional production methods, resulting in an annual benefit increase of 10 million yuan [1] - The development zone has established a "small cycle for enterprises and a large cycle for clusters" system, integrating public resources such as water, electricity, and gas through shared pipelines, promoting resource utilization [4] Group 2 - In recent years, the focus has been on empowering the chemical new materials industry cluster through intelligent and circular economy models, leading to high-quality development characterized by high-end, green, and collaborative approaches [6] - The development zone has attracted several well-known companies, including Sinochem Group and Jiangxi Black Cat Group, forming four high-end industrial chains in carbon materials and pharmaceutical intermediates [6] - The development zone was successfully selected as a national-level characteristic industrial cluster for small and medium-sized enterprises in 2024 [6]

Core Insights - The article discusses the growth and development of the plant-based carbon black industry in China, highlighting its potential to replace traditional carbon black due to its eco-friendly properties and increasing market demand [1][5][9]. Group 1: Industry Overview - Plant-based carbon black is produced from agricultural and forestry waste through pyrolysis, offering a natural low-carbon alternative to traditional carbon black, which is derived from fossil fuels [1][5]. - The total production capacity of carbon black in China is projected to reach 9.02 million tons per year by 2024, with a production rebound to 6.6673 million tons in 2024, reflecting a year-on-year growth of 6.55% [1][7]. - The market size for plant-based carbon black is expected to reach 1.48 billion yuan in 2024, with a forecast to exceed 1.8 billion yuan by 2025, driven by environmental standards and consumer preferences [1][9]. Group 2: Industry Chain - The upstream of the plant-based carbon black industry relies on agricultural waste such as wood chips and coconut shells, with raw material and energy costs accounting for over 60% of total costs [6]. - The midstream involves production processes including pre-treatment, pyrolysis, and quality control, with leading companies leveraging continuous production and advanced modification technologies [6][10]. - The downstream applications span food, industrial, and environmental sectors, with increasing demand for natural ingredients in food and rapid growth in the environmental sector due to carbon reduction policies [6][10]. Group 3: Competitive Landscape - The competitive landscape of the carbon black industry is becoming more concentrated, with leading companies like Heimao Co., Longxing Chemical, and Jinneng Technology dominating the market [9][10]. - By 2024, Jinneng Technology is expected to lead the industry with a production capacity of 820,000 tons per year, followed by Shanxi Sanqiang New Energy and Shanxi Anlun Chemical [9][10]. - The industry is characterized by a low overall concentration, with many small to medium-sized enterprises focusing on lower-end markets, while leading firms are expanding their market share through technological advancements and international certifications [9][10]. Group 4: Development Trends - The plant-based carbon black industry is expected to evolve along three main lines: technological upgrades, application expansion, and industry consolidation [11][12]. - Technological innovations will focus on green and efficient production methods, with a shift towards high-value products through advanced activation and modification techniques [11][12]. - The application scope is broadening from traditional uses to include new sectors such as renewable energy materials and high-end cosmetics, driven by consumer preferences for natural products [13][14]. - The industry is likely to see increased consolidation as stricter environmental and food safety standards push smaller players out, while leading firms expand through mergers and acquisitions [14].

Core Viewpoint - The rubber sector experienced a decline of 0.52% on December 31, with Kexin New Source leading the drop. The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1]. Group 1: Market Performance - The rubber sector's individual stock performance showed varied results, with Kexin New Source closing at 56.22, down 3.62%, and a total trading volume of 11.20 million shares, amounting to 636 million yuan [2]. - Other notable stocks included KQ Co., which rose by 1.51% to 14.09, and Tian Tie Technology, which increased by 1.16% to 6.13 [1]. Group 2: Capital Flow - The rubber sector saw a net outflow of 148 million yuan from institutional investors, while retail investors contributed a net inflow of 186 million yuan [2]. - The capital flow data indicated that major stocks like Lian Technology had a net inflow of 14.06 million yuan from institutional investors, while it faced outflows from retail and speculative investors [3].