000949SZSE
🚨 Material Event

Prospectus for 2026 Non-Public Issuance of A-Shares (July 2026)

Xinxiang Chemical Fiber Co., Ltd.··146 pages

✨ AI Summary

Xinxiang Chemical Fiber Co., Ltd. is initiating a non-public issuance of A-shares to raise capital for a high-quality biomass cellulose filament project. The company identifies key risks including industry cyclicality, market competition, raw material price volatility, and potential underperformance of the new project. This issuance involves up to 35 qualified investors, including the controlling shareholder, Bailu Group, and Xinxiang State-owned Assets Group. The proposal is subject to approval by the Shenzhen Stock Exchange and the CSRC.

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Full Translation

AI Translation· gemini_document

[Chart: Xinxiang Chemical Fiber Co., Ltd. Logo]

Xinxiang Chemical Fiber Co., Ltd.

(South side of Xinchang Road, Xinxiang Economic and Technological Development Zone)

2026 Non-Public Issuance of A-Shares

Prospectus

(Application Draft)

Sponsor (Lead Underwriter)

Ping An Securities

(Address: Floors 22-25, Tower B, Ping An Financial Center, 5023 Yitian Road, Futian District, Shenzhen)

July 2026

Statement

The Company and all directors, members of the audit committee, and senior management warrant that this prospectus and other information disclosure materials do not contain any false records, misleading statements, or material omissions, and assume legal responsibility for their authenticity, accuracy, and completeness.

The person in charge of the Company, the person in charge of accounting work, and the person in charge of the accounting department guarantee the authenticity and completeness of the financial and accounting information in this prospectus.

Any decision or opinion made by the CSRC or the Shenzhen Stock Exchange regarding this issuance does not imply their guarantee of the authenticity, accuracy, or completeness of the application documents and disclosed information, nor does it constitute a substantive judgment or guarantee of the issuer's profitability, investment value, or investor returns. Any statement to the contrary is a false representation.

According to the Securities Law, after the securities are issued in accordance with the law, the issuer is responsible for changes in its operations and earnings. Investors shall independently judge the investment value of the issuer, make their own investment decisions, and bear the investment risks arising from changes in the issuer's operations and earnings or fluctuations in securities prices after the issuance.

Important Matters Notice

The Company specifically reminds investors to carefully read the full text of this prospectus and pay special attention to the following risk factors before making investment decisions.

I. Special Risk Factors

(I) Industry Cyclicality Risk

The chemical fiber industry is highly cyclical, and macroeconomic conditions significantly impact industry development. Recent market price fluctuations for cellulose fiber and spandex show that the Company's main products exhibit clear cyclical characteristics. According to iFind data, the market price of spandex fiber fell from approximately 36,000 yuan/ton at the beginning of 2023 to approximately 24,000 yuan/ton by the end of 2025, gradually recovering to approximately 30,000 yuan/ton by June 2026. The Company faces the risk of significant performance volatility due to cyclical product price fluctuations.

(II) Market Competition Risk

The biomass cellulose filament industry has maintained a tight supply-demand balance, with high-end capacity in short supply and low-end capacity being phased out. The spandex industry is currently in a cycle of capacity clearance and deep adjustment. While demand for these products has long-term growth potential, if new industry capacity is released faster than demand growth, market competition will intensify. Failure to upgrade products and enhance differentiation will expose the Company to intense market competition.

(III) Raw Material Price Volatility Risk

Raw materials account for a significant portion of operating costs. Major raw materials include PTMEG, pure MDI, and pulp. In 2025, procurement amounts were 1,545.0929 million yuan, 515.5077 million yuan, and 548.5310 million yuan, respectively. PTMEG and pure MDI are downstream products of coal chemicals and petroleum, and their prices are closely linked to these industries. Significant fluctuations in raw material prices will adversely affect the Company's operating performance.

(IV) Risk of New Capacity Absorption

The project for high-quality biomass cellulose filament and supporting facilities will add 20,000 tons/year of capacity. If demand in downstream sectors like high-end textiles, apparel fabrics, and medical dressings grows slower than expected, or if market conditions and trade policies turn unfavorable, the Company may face risks in fully and timely absorbing this new capacity.

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