On November 11, Zhongfu Condor released a record sheet of investor relations activities. Regarding the impact of the increase in acrylonitrile prices on the company's costs, the company pointed out that since the second quarter, acrylonitrile prices have risen sharply due to factors such as the situation in the Middle East driving up raw material costs and the shortage of overseas supply. According to data from Longzhong News, since August, the ex-factory price of acrylonitrile has fluctuated upward, and the price center has continued to rise. By the beginning of November, its spot factory price had risen to around 13,000 yuan/ton, a record high since 2025. The cumulative increase from the low of about 7,000 yuan/ton at the end of 2025 was over 80%, which had a direct impact on the profitability of various types of carbon fiber products. In this context, the company actively adjusts product layout, increases the supply of high-margin products, continuously enhances product added value and bargaining power, and further reduces the impact of fluctuations in raw material prices on profits.

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