证券日报网讯 2月27日，海利得在互动平台回答投资者提问时表示，截至2026年2月13日收盘，公司股 东人数为31000多户。 （文章来源：证券日报） ...

证券日报网讯 2月27日，海利得发布公告称，截至公告披露日，公司实际担保余额92408万元，占公司 最近一期经审计净资产的23.63%。不存在逾期担保、涉及诉讼的担保及因担保被判决败诉而应承担损 失的情况。 （编辑 丛可心） ...

二、担保的进展情况 2026 年 1 月 27 日，公司与中国民生银行股份有限公司嘉兴分行（以下简称"民 生银行"）签订《最高额保证合同》（编号：公高保字第 ZHHT25000184419001 号）， 约定公司为海宁海利得纤维科技有限公司与民生银行签订的《综合授信合同》与该合 同项下发生的具体业务合同、用款申请书及借款凭证等债权凭证或电子数据共同构成 的主合同提供不超过人民币 15,000 万元的连带责任担保。 上述担保事项与董事会审议的情况一致，本次担保额度在公司董事会、股东会审 议批准的额度范围内。 证券代码：002206 证券简称：海利得 公告编号：2026-010 浙江海利得新材料股份有限公司 关于为子公司授信额度内贷款提供担保的进展公告 本公司及全体董事会成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 特别提示： 本次接受担保的子公司海宁海利得纤维科技有限公司（以下简称"纤维公司"） 的资产负债率超过 70%，敬请投资者注意相关风险。 一、对外担保情况概述 浙江海利得新材料股份有限公司（以下简称"公司"）分别于 2025 年 4 月 1 日 召开第八届董事会第二十 ...

来源：新浪基金∞工作室 2月26日，截止午间收盘，中证2000增强ETF招商（159552）涨0.13%，报2.271元，成交额2672.70万 元。中证2000增强ETF招商（159552）重仓股方面，春秋电子截止午盘涨1.97%，亚太股份跌1.07%，新 亚电子涨2.00%，豪鹏科技跌1.35%，新日股份涨0.44%，海利得跌0.68%，苏博特跌2.35%，永茂泰跌 0.29%，久祺股份涨0.41%，理邦仪器跌1.30%。 中证2000增强ETF招商（159552）业绩比较基准为中证2000指数收益率，管理人为招商基金管理有限公 司，基金经理为邓童，成立（2024-06-19）以来回报为126.50%，近一个月回报为-0.09%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].

Group 1 - The core viewpoint of the article highlights the growth in the chemical fiber manufacturing industry in China, with an increase in the number of enterprises and a positive outlook for the market from 2026 to 2032 [1] - In 2025, the number of chemical fiber manufacturing enterprises is projected to be 2,485, which is an increase of 63 enterprises compared to the previous year, representing a year-on-year growth of 2.6% [1] - The proportion of chemical fiber manufacturing enterprises in the total industrial enterprises is 0.47% [1] Group 2 - The report referenced is from Zhiyan Consulting, which provides in-depth industry research and analysis on the chemical fiber sector [2] - Zhiyan Consulting has been a leading industry consulting firm in China for over a decade, focusing on delivering comprehensive industry solutions to support investment decisions [2]

Group 1 - The core viewpoint of the article highlights the significant performance of six leading companies in the chemical fiber industry, with stock prices increasing by over 30% since mid-December 2025 [3][4] - The six leading companies include Tongkun Co., Ltd. (601233.SH), Hengyi Petrochemical (000703.SZ), Dongfang Shenghong (000301.SZ), Hengli Petrochemical (600346.SH), Rongsheng Petrochemical (002493.SZ), and Xin Fengming (603225.SH) [3] - The article notes that the performance of the chemical fiber industry, particularly polyester filament, has shown significant differentiation over the past five years, with ordinary polyester industrial yarn experiencing the most price volatility [4][6] Group 2 - Among the six leading companies, Hengli Petrochemical achieved a net profit of 15.5 billion in 2021, while in the downturn of 2024, Dongfang Shenghong reported a loss of nearly 2.3 billion [6]

格隆汇2月13日丨海利得(002206.SZ)在投资者互动平台表示，公司反射膜材料目前暂未延展到太空光伏 领域。 ...

Core Viewpoint - The company is actively engaging in capital operations and business developments, including investments and projected profit growth driven by product margin improvements and international expansion efforts [1][2][3][4][5]. Group 1: Capital Operations - The company plans to invest CNY 297 million in Qingluan Venture Capital Partnership, increasing the fund's total size to CNY 500 million, with the company committing up to CNY 495 million, representing 99% of the fund [1]. Group 2: Financial Performance - The company expects a net profit of CNY 500 million to CNY 540 million for the fiscal year 2025, reflecting a year-on-year growth of 21.78% to 31.53%, primarily due to improved margins in industrial yarn and tire fabric products, as well as profitability enhancements from its subsidiary in Vietnam [2]. Group 3: Project Development - The company announced plans to invest approximately CNY 527 million in the industrialization of spinning oil agents and LCP resin projects, aiming to achieve an annual production capacity of 6,000 tons of LCP and 10,000 tons of chemical fiber oil agents to enter the high-end materials market [3]. Group 4: Institutional Research - Notable private equity firm Jinding Capital conducted research on the company, which revealed that the company is advancing the R&D of new materials such as PPS and LCP, while focusing on a dual-base layout in both domestic and Vietnam markets [4]. Group 5: Strategic Advancement - The company indicated that its capital expenditures over the next three years will prioritize overseas capacity expansion (such as the Vietnam base) and the industrialization of new materials to enhance global supply chain capabilities [5].

Group 1 - The company has invested 45 million yuan in Shanghai Volant Aerospace Technology Co., Ltd., acquiring a 1.1% stake [2] - The investment focuses on industrial synergy, particularly in high-performance fiber products for composite materials applicable in aircraft manufacturing [2] - There is potential for collaboration between the company and Volant due to the alignment of their business developments [2]