Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released a public list of green factories and green industrial parks for the year 2025, highlighting the importance of sustainable development in the manufacturing sector [2]. Group 1: Green Factories and Industrial Parks - The list includes newly cultivated green factories and industrial parks, as well as those undergoing dynamic management adjustments, which were recommended by provincial industrial and information departments and reviewed by experts [4]. - Notable companies included in the list are Beijing Haibo Sichuang Technology Co., Ltd., Envision Energy Technology (Jiangsu) Co., Ltd., and Honeycomb Energy Technology Co., Ltd. [3][4]. Group 2: Contact Information and Public Notice - The public notice period for the list is from February 5, 2026, to February 19, 2026, during which any objections can be submitted to the MIIT [5]. - The contact unit for inquiries is the Energy Conservation and Comprehensive Utilization Department of the MIIT, with a provided contact number for further communication [5].

Core Viewpoint - Hailede (002206.SZ) is expected to achieve a profit of 500 million to 540 million in 2025, representing a year-on-year growth of 21.78% to 31.53%, which is impressive given the overall pressure in the chemical industry [3]. Group 1 - The company is not in a trendy sector like lithium batteries or semiconductors, but is a traditional chemical fiber company primarily known for polyester [3]. - Polyester, as the largest synthetic fiber in global production, is often perceived as a bulk and conventional product, leading to a notion of "involution" in the market [3]. Group 2 - The significant profit growth and scale achieved by Hailede stand out particularly in the context of the current challenges faced by the chemical industry [3].

一、新增基金产品： 根据泰康基金管理有限公司（以下简称"本公司"）与上海利得基金销售有限公司（以下简称"利得基 金"）签署的基金销售协议，自2026年2月4日起，本公司旗下部分开放式基金将增加利得基金为销售机 构，并参加其费率优惠活动。 ■ 投资者可以通过利得基金办理上述基金的申购、赎回、转换及定投业务。业务办理的具体程序，以销售 机构相关规定为准。同时，投资者办理上述基金转换业务适用转换范围，请参看本公司相关公告及业务 规则。 二、优惠方式： 1.本公告的解释权归利得基金所有。 客服电话：400-921-7755 网址：www.leadfund.com.cn 2.泰康基金管理有限公司 客服电话：400-18-95522 网站：www.tkfunds.com.cn 四、特别提示 自2026年2月4日起，在符合基金相关法律文件及监管部门要求的前提下，利得基金可开展费率优惠活 动，届时投资者通过利得基金办理上述基金的申购（含定投）业务，享有申购费率优惠，具体折扣费率 以利得基金最新公示为准。 自2026年2月4日起，在符合基金相关法律文件及监管部门要求的前提下，投资者通过利得基金办理上述 基金的转换业务，转出与转 ...

自2026年2月5日（含）起，投资人通过利得基金（www.leadfund.com.cn）申购、定投、转换本公司旗 下基金，申购、定投、转换费率实行最低1折优惠。若原申购、定投、转换费率为固定费用的，则按固 定费用执行，不享有费率折扣。（具体折扣比例以利得基金页面公示为准） 具体实施费率优惠的结束时间及优惠措施以利得基金安排为准。 三、投资者可通过以下途径咨询有关详情 风险提示： 本公司承诺以诚实信用、勤勉尽责为原则，管理和运用基金资产，但不保证基金一定盈利，也不保证最 低收益。基金的过往业绩及其净值高低并不预示其未来业绩表现。本公司提醒投资者，投资基金前应认 真阅读基金的《基金合同》《招募说明书》等法律文件，了解基金的风险收益特征，并根据自身的投资 目的、投资期限、投资经验、资产状况等判断基金是否与投资者的风险承受能力相适应。敬请投资者注 意投资风险。 根据凯石基金管理有限公司（以下简称"本公司"）与上海利得基金销售有限公司（以下简称"利得基 金"）签署的销售服务协议，自2026年2月5日起，投资者可通过利得基金办理本公司旗下部分基金的账 户申购、定投、赎回、转换等业务。 一、适用基金 ■ 二、费率优惠活动 ...

化纤油剂是纤维生产不可或缺的的核心助剂，其性能直接影响纤维的质量、加工稳定性及最终应用效果。不同纤维对应不同的油剂体系。我国涤纶纤 维产量稳居高位，带动涤纶化纤油剂需求旺盛，其中高端工业丝油剂技术壁垒高、配方体系复杂，国产化率不足10%，国内厂商长期存在卡脖子问 题。 【DT新材料】 获悉， 1月26日， 海利得 公告称，公司拟投资设立全资子公司 建设 年产液晶聚芳酯（LCP）6,000吨、化纤油剂10,000吨的生产规 模项目， 总投资估算约为52,671.87万元，资金来源为公司自筹资金。 新公司拟为 浙江海利得化学有限公司 ， 注册资本2亿元人民币，位于浙江省嘉兴市海宁市黄湾镇海市路87号，建设期三年，形成年产液晶聚芳酯 （LCP）6,000吨（分两期建设,每期3,000吨）、化纤油剂10,000吨的生产规模，同时配套建设各类产品的中试装置，逐步实现产业化。 海利得 成立于2001年，聚焦涤纶工业丝、塑胶材料与轮胎帘子布三大产业，是全球涤纶工业丝差异化龙头——安全带丝、安全气囊丝全球市占率分 别达33%和65%，客户涵盖米其林等一线品牌。 此外，公司 已实现PPS长丝销售。 FINE 2026 × Ca ...

Summary of Zhejiang Hailide New Materials Co., Ltd. Conference Call Company Overview - Zhejiang Hailide New Materials Co., Ltd. was established in 2001 and is a national key high-tech enterprise integrating research, production, and sales. The company specializes in products such as polyester chips, polyester industrial yarns, tire cord fabrics, digital printing materials, coating materials, decorative materials, and stone-plastic flooring, exporting to over 80 countries and regions worldwide. Hailide has become one of the leading providers of products and services globally, supported by a strong team of mid-to-high-end talents and a provincial-level "Key Enterprise Research Institute" for outstanding performance in technology research and development [3][10][11]. Key Points from the Conference Call Strategic Focus and Transformation - Hailide is transitioning from "manufacturing" to "intelligent manufacturing," emphasizing innovation and technology as the foundation for sustainable development. The company is committed to continuous evolution and aims to establish a solid technological foundation through research and development [10][12]. - The company plans to align its development with national strategic needs, setting clear goals for a five-year strategic cycle to promote technological iteration and accelerate industrial upgrades [12]. New Materials Development - Hailide is advancing its new materials projects, focusing on high-performance fibers for applications in composite materials and hydrogen energy. Key developments include: - PPS long fibers achieving mass sales and testing in hydrogen membrane applications - LCP fibers receiving multiple small batch orders - PEEK fibers in the customer sampling stage - Completion of production lines for LCP films and FCCL [14][15]. Competitive Advantages - Hailide's competitive advantages in high-performance fibers include: - Deep technical accumulation with over 20 years of experience in fiber spinning and modification, particularly in high-end automotive and industrial yarns - Full supply chain capabilities from raw material processing to finished product production, ensuring cost control and quality stability - Strong customer certification, with products certified by numerous high-end clients, securing a place in core supply chains - A well-established R&D system with a professional team and pilot testing bases for rapid market response [16]. Industry Trends and Market Position - The tire cord fabric industry is expected to see increased concentration, with high technical and customer certification barriers. Hailide's two-decade technical accumulation provides a first-mover advantage in high-end products, fostering strong partnerships with major tire manufacturers [21]. - The rise of domestic new energy vehicles is anticipated to create growth opportunities for Hailide's automotive yarns, particularly in safety belt and airbag yarns, as these vehicles prefer high-end, lightweight products [22][23]. Capacity Expansion and Global Strategy - Hailide's Vietnam base is focused on expanding production capacity for polyester industrial yarns and tire cord fabrics, with plans to meet global enterprise demands. The dual-base strategy of "domestic + Vietnam" aims to enhance global supply chain responsiveness [24]. - The Vietnam base serves as a hedge against trade tensions, allowing Hailide to mitigate tariff impacts through product exports to markets like Europe and the U.S. [26]. Future Investments and Capital Expenditure - Hailide is pursuing external investments through an industrial fund, focusing on high-performance fibers and life sciences, while planning to allocate resources for capacity expansion in overseas production bases and the industrialization of new materials developed by its research institute [28][30]. Collaboration and Innovation - Hailide has established a joint innovation center with Donghua University, integrating academic research with practical enterprise capabilities to enhance competitiveness in high-end new materials and address domestic substitution challenges [19]. Conclusion - Hailide is strategically positioned for growth through innovation, capacity expansion, and collaboration, with a clear focus on high-performance materials and a robust response to market demands and industry trends. The company's commitment to technology and strategic alignment with national policies will be crucial for its future success.

Core Viewpoint - The company is focusing on external investments through industrial funds, targeting high-quality resources in the upstream and downstream of new materials that align with its strategic positioning [1] Group 1: Investment Strategy - The company has invested in startups related to high-performance fibers and life health, creating a reserve of technology and industrial synergy [1] - Future plans will concentrate on three main areas: advanced materials, fine chemicals, and life health [1] Group 2: Strategic Focus - The company will continue to strategically invest in cutting-edge technologies to cultivate new growth drivers [1]

Core Viewpoint - The company announced the establishment of a wholly-owned subsidiary to implement industrialization projects for spinning oil agents and LCP resin [1] Group 1 - The company will hold the seventh meeting of the ninth board of directors on January 24, 2026, to review the investment proposal [1] - The subsidiary will be set up in the Haining Economic Development Zone (Jianshan) Chemical New Materials Park [1] - The company has completed the registration of the wholly-owned subsidiary and obtained a business license [1]

（编辑 王雪儿） 证券日报网1月28日讯 ，海利得在接受调研者提问时表示，新材料方面的项目均在有序推进中，重点拓 展高性能纤维在复合材料、氢能等领域的应用开发。其中，PPS长丝实现批量销售的同时，开发在制氢 隔膜领域的应用并进行小批量测试；LCP复丝有多个小批量订单；PEEK纤维处于客户送样阶段；通讯 电子材料LCP膜的后处理以及FCCL产线的产线搭建已完成；公司研发工作以纤维形态产品为技术突破 口，集中展现公司在新材料领域的创新能力，同时在精细化学品领域亦取得阶段性进展，致力于实现进 口替代并有效降低生产成本。 ...

Core Viewpoint - The company is expanding its production capacity in Vietnam, focusing on polyester industrial yarn and tire cord fabric, with plans to meet global demand from overseas factories [1] Group 1: Production Expansion - The Vietnam base is currently focused on expanding production capacity for polyester industrial yarn and tire cord fabric [1] - The capacity construction is progressing as planned, with new capacity aimed at matching the needs of global enterprises [1] - The company expects to gradually complete the capacity construction in the next 2-3 years, forming a dual-base capacity layout of "domestic + Vietnam" [1] Group 2: Supply Chain Enhancement - The new production capacity will also include supporting polyester chips, enhancing the global supply chain response capability [1]