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00:00:00","BUSINESS_REVIEW":"2026年上半年,碳纤维行业竞争格局加速重构,公司在董事会的统筹部署下,锚定“绿色化、高端化、数智化”发展方向,以科技创新筑牢核心优势,以市场深耕推动品牌建设,以管理革新激发内生动力,以深化治理夯实发展根基,以高质量党建汇聚奋进合力,各项经营工作稳步推进。一、深耕技术研发创新,构筑产业核心竞争优势技术攻关再攀新高。在SYT70（T1100级）碳纤维百吨级工程化制备技术基础上,完成SYT80（T1200级）超高强度碳纤维的工程化制备,拉伸强度达8000MPa,较SYT70（T1100级）强度提升14%,实现在超高强度碳纤维领域的全球领跑。产能提升新品迭出。神鹰连云港三万吨基地集中投产高强型SYT70（T1100级）、高模型SYM40级以上、干喷湿纺48K大丝束等高性能碳纤维生产线,推动国内碳纤维产业再上新台阶；推出大直径高强中模SYT60S-36K和SYT55M-27K、大丝束SYT45M-48K等新品,可满足航空航天、压力容器、风电、电子3C等多领域的迫切需求；自主研发SYM55J高模预浸料,成功配套应用于太阳能无人机产品；持续推动航空级预浸料研发技术升级,已完成T1100级预浸料树脂配方和纤维选型,主要性能达标,进一步增强航空市场影响力。创新驱动成果显著。强化科技创新引领作用,公司科技委员会统筹科技创新规划,激发全员创新动力；深化产学研融合,致力于成为国家碳纤维科技创新的核心力量,完成与苏州国家实验室共建实验室协议的签订；服务国家重大战略,承担政府科研任务18项,包含国家发改委、工信部、国资委等国家级专项11项,持续为国家战略需求与国民经济发展提供重要支撑。二、锚定多元市场需求,全域布局拓宽增长空间产业联动深化协同。与优质企业建立战略合作,围绕航空航天、储氢装备、碳陶制动、建筑加固等重点应用场景,持续提升从材料供应到系统解决方案的综合服务能力；与中国建材集团内企业深化协同,加快构建“碳纤维-航空预浸料-航空复材”产业链,推动“碳纤维-储氢瓶-供氢系统”产业链、“碳纤维-拉挤板-风电叶片”产业链高效运行。多元赛道齐头并进。氢能领域,携手为高端新能源品牌完成70MPaⅣ型瓶供应并进入认证,助力车载高压储氢系统国产化、轻量化迭代；高端体育领域,与一线运动品牌达成战略合作,打通“材料-产品-品牌”全链条；风电叶片领域继续强化“大客户、大订单”策略,销量同比提升达60%；交通领域,为国内主流车企碳陶制动盘供应核心材料,为新能源汽车品牌内饰及运动套件提供轻量化支持,夯实高性能场景优势；建筑领域,与中国建筑科学研究院达成合作,碳纤维拉索成功应用于深圳国际美术馆等项目,向高端建筑等高附加值方向延伸；低空经济、电子3C领域应用渗透持续提速,在具身智能、医疗器材、工程改性塑料等前沿方向前瞻布局,多维度积蓄中长期增长动能。三、深入贯彻三精管理,多措并举提升经营质效纵深推进管理精细化。搭建集中管理、分散供应、分布实施的“1+X+N”采购体系,实现集采规模同比增长60%；深入推进“数智化”转型,神鹰西宁智能小车投入运行,有效提升原丝转运与碳丝包装效率；建立统一数据标准和指标体系,打通采购、领用、生产、质量、销售数据壁垒,实现运营数据的“一次采集、全域共享”,夯实数据收集底台、做优生产运营平台,有序推进全流程可视可控；深化“首席质量官”制度,强化质量考核,充分运用SPC控制等质量工具,筑牢品质防线；抓实“两金”管控,应收账款与存货规模同比下降30%,资金周转率持续提升；神鹰西宁入选“全国数字化绿色化协同转型发展优秀案例”,树立行业转型标杆。靶向发力经营精益化。充分发挥各基地产能优势,2026年上半年产销率近110%；动态优化定价策略,稳固高端产品盈利空间；开展“增节降”专项行动,深挖降本增效潜力,持续巩固竞争优势。着力聚焦组织精健化。不断优化组织机构设置,强化质量管控与合规风控专业职能；同步推进生产业务体系结构性整合,有效提升协同效率；紧扣职能层级化要求,系统开展专题培训,有效促进各层级人员能力素质提升,为组织高效运转提供坚实人才支撑。四、深化现代企业治理,多维管控夯实发展根基持续提升治理效能。上半年召开董事会4次,审议战略规划、投资决策、风险防控等重大议案近40项,董事会“定战略、作决策、防风险”核心职能得到有力强化；同步优化经理层授权管理机制,健全权责清单与经营考核衔接,有效激发经营活力,实现治理与经营发展的深度融合；制定《董事、高级管理人员薪酬管理制度》,强化激励约束机制的刚性兑现。强化合规风险防控。完成审计与法务职能分设,厘清审计监督与法务合规权责边界,织密风控合规屏障；聚焦重点业务领域排查管理隐患,抓实整改闭环,健全内控管理机制,前置化解业务运营风险；厚植合规文化,常态化开展合规宣教,深化合规专项治理,协同化解存量风险；聘任专职总法律顾问,提升法律服务与风险防范水平,凝聚内部监督合力。绿色治理成效凸显。有序推进各生产基地散蒸汽回收利用、中水回用等装置改造,动态优化高耗能设备运行,深挖节能潜力；大力推进环保精细化管理,将污染管控落实到生产设备细微点位,废气、废水关键污染物排放实现明显下降,污染物减量成效突出；依托神鹰西宁区位优势,风光电、水电清洁能源耗电占比同比增长11%；神鹰西宁持续保持环保信用最高绿牌评级,神鹰大浦主要污染物排放及单位产品污染物排放同比显著下降,全方位筑牢绿色生产发展屏障。五、强化政治引领作用,党建赋能凝聚奋进合力聚焦政治铸魂,强化思想引领。始终把党的政治建设放在首位,以习近平新时代中国特色社会主义思想为指导,深入学习贯彻党的二十大及二十届历次全会精神,紧扣企业高质量发展主线,将党的政治建设贯穿治企兴企全过程；严格落实“第一议题”、党委常态化理论学习制度,扎实开展正确政绩观学习教育,坚持学用结合、知行合一,将理论学习成果有效转化为产业创新、提质增效的强劲内生动力。夯实基层基础,压实党建责任。健全党建工作考核评价体系,召开2025年度党组织书记抓党建述职评议会；持续优化基层组织架构,科学调整总部支部设置,稳步推进成员企业党支部属地化管理；常态化开展党务骨干、党员教育培训,严格执行“三会一课”、主题党日等组织生活制度,持续推进基层党组织标准化规范化建设,不断提升基层党组织凝聚力和战斗力。深化党建赋能,凝聚群团合力。坚持党建带工建、促团建,常态化开展劳动技能竞赛与节庆文体活动,依托“产业工人之家”平台开展义诊、健身等暖心服务,惠及职工超千人次；严格落实职工福利,常态化开展走访慰问,切实保障职工合法权益；深挖先进典型资源,强化榜样示范引领,荣获全国五一劳动奖章、央企楷模、江苏省先进基层党组织、江苏省劳动模范等,充分激发全员干事创业热情,凝聚企业发展奋进合力。"}]}