002254 泰和新材
已收盘 05-14 15:00:00
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3天2板泰和新材：泰普龙®对位芳纶及其制品在光缆领域的收入占主营业务收入的比例不足10%
证券之星 · 18:10
3天2板泰和新材：泰普龙®对位芳纶及其制品在光缆领域的收入占主营业务收入的比例不足10%
5月14日泰和新材（002254）涨停分析：固态电池合作、氨纶涨价预期驱动
证券之星 · 15:34
5月14日泰和新材（002254）涨停分析：固态电池合作、氨纶涨价预期驱动
异动快报：泰和新材（002254）5月14日9点32分触及涨停板
证券之星 · 09:41
异动快报：泰和新材（002254）5月14日9点32分触及涨停板
泰和新材（002254）新增【风电】概念
证券之星 · 05-13 20:30
泰和新材（002254）新增【风电】概念
泰和新材：该业务在多个领域已经找到当时适配的应用场景
证券之星 · 05-13 15:07
泰和新材：该业务在多个领域已经找到当时适配的应用场景
泰和新材：Kontiki投资者于5月12日调研我司
证券之星 · 05-13 10:02
泰和新材：Kontiki投资者于5月12日调研我司
从“跟跑”到“领跑”！光纤产业登顶全球，行业龙头业绩大爆发
中金财经 · 05-12 18:00
从“跟跑”到“领跑”！光纤产业登顶全球，行业龙头业绩大爆发
今日泰和新材（002254）涨停分析：固态电池合作、氨纶涨价预期驱动
证券之星 · 05-12 15:39
今日泰和新材（002254）涨停分析：固态电池合作、氨纶涨价预期驱动
泰和新材：芳纶纸产品在海上风电、陆上风电都有成熟应用
证券之星 · 05-08
泰和新材：芳纶纸产品在海上风电、陆上风电都有成熟应用
泰和新材：氨纶品质提升获客户认可，芳纶销量创历史新高
证券之星 · 05-07
泰和新材：氨纶品质提升获客户认可，芳纶销量创历史新高
泰和新材：持有公司股票的账户数量较2026年一季报公开数据增加10-20%
证券之星 · 05-07
泰和新材：持有公司股票的账户数量较2026年一季报公开数据增加10-20%
股市必读：泰和新材一季报 - 第一季度单季净利润同比增长50.81%
中金财经 · 04-27
股市必读：泰和新材一季报 - 第一季度单季净利润同比增长50.81%
泰和新材：中欧基金、万家基金等多家机构于4月24日调研我司
证券之星 · 04-26
泰和新材：中欧基金、万家基金等多家机构于4月24日调研我司
泰和新材（002254）2026年一季报简析：净利润同比增长50.81%，盈利能力上升
证券之星 · 04-26
泰和新材（002254）2026年一季报简析：净利润同比增长50.81%，盈利能力上升
泰和新材(002254.SZ)发布一季度业绩，归母净利润1579.21万元，同比增长50.81%
智通财经 · 04-24
泰和新材(002254.SZ)发布一季度业绩，归母净利润1579.21万元，同比增长50.81%
泰和新材：储电容量约为2100mAh，暂时无法取代充电宝
证券之星 · 04-23
泰和新材：储电容量约为2100mAh，暂时无法取代充电宝
泰和新材：持有公司股票的账户数量较2025年报公开数据增减变动未超过10%
证券之星 · 04-22
泰和新材：持有公司股票的账户数量较2025年报公开数据增减变动未超过10%
股市必读：泰和新材（002254）4月20日董秘有最新回复
证券之星 · 04-21
股市必读：泰和新材（002254）4月20日董秘有最新回复
泰和新材（002254）披露2025年度业绩说明会安排，4月20日股价上涨1.55%
证券之星 · 04-20
泰和新材（002254）披露2025年度业绩说明会安排，4月20日股价上涨1.55%
泰和新材：该产品尚处于中试阶段
证券之星 · 04-20
泰和新材：该产品尚处于中试阶段
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公司概况
公司名称：
泰和新材集团股份有限公司
所属行业：
化学纤维制造业
上市日期：
2008-06-25
主营业务：
泰和新材集团股份有限公司的主营业务是氨纶、芳纶系列产品的制造、销售、技术转让、技术咨询和服务。公司的主要产品是“纽士达”牌氨纶丝、“泰美达”牌间位芳纶、“泰普龙”牌对位芳纶及“民士达”牌芳纶纸，以及新能源材料产业用品。公司氨纶纤维产业化技术获得国家科技进步二等奖。
发行价格：
18.59
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15:34","pubTimestamp":1778744063,"startTime":"0","endTime":"0","summary":"证券之星消息，泰和新材5月14日涨停收盘，收盘价14.89元。5月14日泰和新材涨停的可能因素有：芳纶涂覆隔膜已获半固态电池客户小批量订单，2026年将规模化生产，受益于固态电池产业化加速预期；氨纶价格二季度延续涨价趋势，叠加一季度净利润触底回升，周期品底部回暖信号增强；公司间位/对位芳纶产能各1.6万吨，全球前列，技改提效推进中；光通信板块海外映射强化，长飞等光缆企业为其芳纶重要客户，销售占比达40–50%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051400021917.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","002254","BK0028","BK0208","BK0037","159796"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635763695","title":"异动快报：泰和新材（002254）5月14日9点32分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2635763695","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635763695?lang=zh_cn&edition=full","pubTime":"2026-05-14 09:41","pubTimestamp":1778722919,"startTime":"0","endTime":"0","summary":"证券之星5月14日盘中消息，9点32分泰和新材（002254）触及涨停板。其所属行业化学纤维目前下跌。领涨股为泰和新材。该股为应急产业，印染，山东国企改革概念热股，当日应急产业概念上涨0.26%。5月13日的资金流向数据方面，主力资金净流入6485.55万元，占总成交额5.97%，游资资金净流出4662.63万元，占总成交额4.29%，散户资金净流出1822.92万元，占总成交额1.68%。近5日资金流向一览见下表：泰和新材主要指标及行业内排名如下：以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051400010858.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0037","BK0028","BK0208","002254"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635829117","title":"泰和新材（002254）新增【风电】概念","url":"https://stock-news.laohu8.com/highlight/detail?id=2635829117","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635829117?lang=zh_cn&edition=full","pubTime":"2026-05-13 20:30","pubTimestamp":1778675421,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息整理，5月13日泰和新材新增概念。泰和新材主营业务：专业从事氨纶、芳纶等高性能纤维及其衍生品的研发、生产及销售。泰和新材2026年一季报显示，一季度公司主营收入10.51亿元，同比下降0.61%；归母净利润1579.21万元，同比上升50.81%；扣非净利润-279.65万元，同比下降261.34%；负债率52.43%，投资收益400.4万元，财务费用2509.52万元，毛利率18.31%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051300041710.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0208","002254","BK0028","BK0037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635058412","title":"泰和新材：该业务在多个领域已经找到当时适配的应用场景","url":"https://stock-news.laohu8.com/highlight/detail?id=2635058412","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635058412?lang=zh_cn&edition=full","pubTime":"2026-05-13 15:07","pubTimestamp":1778656034,"startTime":"0","endTime":"0","summary":"证券之星消息，泰和新材(002254)05月12日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好：贵司曾多次回复，对芳纶涂覆隔膜业务充满信心，该业务也是公司的重要战略业务。请问，时至今日，根据你们的判断，芳纶涂覆隔膜是否还大有作为？你们对此还充满信心吗？泰和新材回复：您好，非常感谢您对公司的关注。该业务在多个领域已经找到当时适配的应用场景，目前公司正在优化保供能力，争取早日获得商业成功。谢谢！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051300021693.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0037","BK0028","BK0208","002254","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635220592","title":"泰和新材：Kontiki投资者于5月12日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2635220592","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635220592?lang=zh_cn&edition=full","pubTime":"2026-05-13 10:02","pubTimestamp":1778637748,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月13日泰和新材发布公告称Kontiki孙思文于2026年5月12日调研我司。泰和新材主营业务：专业从事氨纶、芳纶等高性能纤维及其衍生品的研发、生产及销售。泰和新材2026年一季报显示，一季度公司主营收入10.51亿元，同比下降0.61%；归母净利润1579.21万元，同比上升50.81%；扣非净利润-279.65万元，同比下降261.34%；负债率52.43%，投资收益400.4万元，财务费用2509.52万元，毛利率18.31%。该股最近90天内共有4家机构给出评级，买入评级2家，增持评级2家。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051300011665.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","BK0138","002254","BK0037","BK0208"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634297543","title":"从“跟跑”到“领跑”！光纤产业登顶全球，行业龙头业绩大爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2634297543","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634297543?lang=zh_cn&edition=full","pubTime":"2026-05-12 18:00","pubTimestamp":1778580001,"startTime":"0","endTime":"0","summary":"消息面上，我国光纤出货量已占据全球总出货量一半以上。CRU数据显示，2025年全球数据中心光纤用量大幅攀升，成为拉动行业增量的核心引擎，彻底打开了光纤行业的长期增长空间。业绩层面，公司充分受益行业量价齐升红利，2025年全年营收达142.52亿元，同比增长16.8%，毛利率稳步修复至30.7%；2026年一季度业绩迎来爆发式增长，实现营收36.95亿元，同比增长27.7%，归母净利润4.95亿元，同比大增226.4%，盈利弹性充分释放。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202605/12/20260512714488.jpg","type":0,"news_type":0,"thumbnails":[" 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15:04","pubTimestamp":1778137457,"startTime":"0","endTime":"0","summary":"证券之星消息，泰和新材(002254)05月06日在投资者关系平台上答复投资者关心的问题。投资者提问：请问截至2026年4月30日公司的股东总数是多少？谢谢泰和新材回复：您好，非常感谢您对公司的关注。根据中国证券登记结算有限责任公司深圳分公司提供的最新资料，持有公司股票的账户数量较2026年一季报公开数据增加10-20%。谢谢！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050700018555.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002254","BK0208","BK0138","BK0028","BK0037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630332174","title":"股市必读：泰和新材一季报 - 第一季度单季净利润同比增长50.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630332174","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630332174?lang=zh_cn&edition=full","pubTime":"2026-04-27 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王文、中华联合袁超、百年资产左凌玉、国富人寿李文杰、国联人寿王承、建信财险国佳于2026年4月24日调研我司。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042600008585.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002254","BK0028","BK0037","BK0138","BK0208"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630807286","title":"泰和新材（002254）2026年一季报简析：净利润同比增长50.81%，盈利能力上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2630807286","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630807286?lang=zh_cn&edition=full","pubTime":"2026-04-26 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