002254 泰和新材
已收盘 05-15 15:00:00
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1个月提名8位独董 投服中心行权加速
中国经营网 · 05-16 02:40
1个月提名8位独董 投服中心行权加速
泰和新材（002254）新增【安防服务】概念
证券之星 · 05-15 20:30
泰和新材（002254）新增【安防服务】概念
泰和新材：芳纶具有良好的热稳定性、阻燃性、电绝缘性
证券之星 · 05-15 08:51
泰和新材：芳纶具有良好的热稳定性、阻燃性、电绝缘性
【机构调研记录】诺安基金调研泰和新材、可立克
证券之星 · 05-15 08:02
【机构调研记录】诺安基金调研泰和新材、可立克
泰和新材：谈水泉投资、诺安基金等多家机构于5月14日调研我司
证券之星 · 05-14
泰和新材：谈水泉投资、诺安基金等多家机构于5月14日调研我司
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 · 05-14
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 · 05-14
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 · 05-14
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
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
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
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
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
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%
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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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20:30","pubTimestamp":1778848221,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息整理，5月15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/RB2026051500040405.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0208","BK0028","BK0037","002254","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635063720","title":"泰和新材：芳纶具有良好的热稳定性、阻燃性、电绝缘性","url":"https://stock-news.laohu8.com/highlight/detail?id=2635063720","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635063720?lang=zh_cn&edition=full","pubTime":"2026-05-15 08:51","pubTimestamp":1778806267,"startTime":"0","endTime":"0","summary":"证券之星消息，泰和新材05月14日在投资者关系平台上答复投资者关心的问题。请问该类芳纶纤维及蜂窝结构件，是否具备适配商业航天的轻量化、耐高温、透波绝缘等核心性能？芳纶是一种综合性能好的产品，具有具有良好的热稳定性、阻燃性、电绝缘性、化学稳定性、耐辐射性，由其制成的结构件也具有轻质、高强、良好的机械加工性和透波性，能否适配相关需求建议您向相关企业咨询。","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/RB2026051500009076.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","BK0208","BK0138","BK0037","002254"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635727617","title":"【机构调研记录】诺安基金调研泰和新材、可立克","url":"https://stock-news.laohu8.com/highlight/detail?id=2635727617","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635727617?lang=zh_cn&edition=full","pubTime":"2026-05-15 08:02","pubTimestamp":1778803324,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及5月14日披露的机构调研信息，诺安基金近期对2家上市公司进行了调研，相关名单如下：1）泰和新材 调研纪要：从近两年需求看，增长最快的是芳纶纸相关领域。2）可立克 调研纪要：公司2026年一季度营业收入保持稳健增长，毛利率因铜等原材料价格上涨有所下滑，已阶段性完成与下游客户的涨价协商。旗下最近一年表现最佳的公募基金产品为诺安研究优选混合A，最新单位净值为2.02，近一年增长157.72%。","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/RB2026051500008477.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","002782","BK0138","BK0208","BK0214","BK0028","002254"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635974309","title":"泰和新材：谈水泉投资、诺安基金等多家机构于5月14日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2635974309","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635974309?lang=zh_cn&edition=full","pubTime":"2026-05-14 22:04","pubTimestamp":1778767477,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月14日泰和新材发布公告称谈水泉投资谷宜荣、诺安基金周小琪、中泰证卷张昆、中航证易邓轲、中航证券邓璨 王越于2026年5月14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%。","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/RB2026051400042682.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":"2635137967","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635137967","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635137967?lang=zh_cn&edition=full","pubTime":"2026-05-14 18:10","pubTimestamp":1778753448,"startTime":"0","endTime":"0","summary":"泰和新材(002254)发布股票交易异常波动公告，近期与投资者交流的过程中，部分投资者对对位芳纶在光纤光缆中的应用比较关注。公司的泰普龙对位芳纶及其制品具有高强度、高模量等特点，可应用于光缆、汽车、安全防护等领域。2025年，公司的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%，对公司业绩影响较小。2026年1-4月份，上述占比未发生明显变化。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":"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/RB2026051400034508.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":["BK0208","BK0028","BK0138","BK0037","002254"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635479903","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2635479903","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635479903?lang=zh_cn&edition=full","pubTime":"2026-05-14 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":"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/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":["002254","BK0028","159796","BK0037","BK0138","BK0208"],"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":["002254","BK0208","BK0138","BK0028","BK0037"],"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 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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":"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/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":["BK0037","BK0138","BK0208","BK0028","002254"],"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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