证券之星消息，8月6日玻璃玻纤板块较上一交易日上涨0.71%，宏和科技领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。玻璃玻纤板块个股涨跌见下表： 从资金流向上来看，当日玻璃玻纤板块主力资金净流出4245.56万元，游资资金净流出1.1亿元，散户资金 净流入1.53亿元。玻璃玻纤板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603256 宏和科技 | | 1.32 Z | 10.47% | -5476.44万 | -4.34% | -7731.53万 | -6.13% | | 300196 | 长海股份 | 975.74万 | 7.35% | 209.69万 | 1.58% | -1185.43万 | -8.93% | | 301526 国际复材 | | 845.57万 | 1.96% | -748.41万 | -1.74% | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 002201 | 九鼎新材 | 7.64 | 1.87% | | 12.68万 | 9617.30万 | | 601636 | 旗滨集团 | 6.22 | 1.14% | | 25.98万 | 1.61亿 | | 618009 | 耀皮玻璃 | 6.36 | 1.11% | | ● 16.38万 | 1.05亿 | | 600876 | 凯盛新能 | 11.03 | 1.01% | | 2.74万 | 3007.10万 | | 600586 | 金晶科技 | 5.12 | 0.79% | | 18.35万 | 9354.43万 | | 600176 | 中園巨石 | 12.39 | 0.73% | | 42.80万 | 5.28亿 | | 002613 | 北玻股份 | 4.00 | 0.50% | | 19.62万 | 7804.35万 | | 000012 | 南 玻 A | 4.77 | 0.42% | | 9.97万 | 4 ...

金融界消息 截至2025年8月5日收盘，中国巨石（600176）报收于12.39元，上涨0.73%，换手率1.07%， 成交量42.80万手，成交金额5.28亿元。 通过天眼查大数据分析，中国巨石股份有限公司共对外投资了5家企业，参与招投标项目5000次，此外 企业还拥有行政许可6个。 来源：金融界 资金流向方面，今日主力资金净流入7301.89万元，占比成交额13.83%。其中，超大单净流入1841.89万 元、占成交额3.49%，大单净流入5460.00万元、占成交额10.34%，中单净流出流出4144.39万元、占成 交额7.85%，小单净流出3157.50万元、占成交额5.98%。 中国巨石最新一期业绩显示，截至2025一季报，公司营业总收入44.79亿元、同比增长32.42%，归属净 利润7.30亿元，同比增长108.52%，扣非净利润7.44亿元，同比增长342.45%，流动比率0.969、速动比率 0.690、资产负债率40.17%。 天眼查商业履历信息显示，中国巨石股份有限公司，成立于1999年，位于嘉兴市，是一家以从事专业技 术服务业为主的企业。企业注册资本400313.6728万人民币，实 ...

Core Views - The construction materials industry is expected to stabilize and recover due to loose macroeconomic policies, with significant attention on the supply side's proactive changes [4] - The cement industry is implementing self-discipline and peak production measures, accelerating supply reduction amid production restrictions and tightening carbon emission targets [4] - The glass fiber industry is experiencing sustained demand growth, with price increases of 10%-15% for thermoplastic/wind power glass fiber products and 15%-20% for other products, leading to improved performance [4] Cement Industry - Demand is expected to stabilize as housing market confidence strengthens, with signs of recovery in transaction prices and a narrowing decline in transaction volumes [4][19] - The cement and concrete sectors are supported by ongoing infrastructure demand and urban renewal, with industry profitability remaining robust [4][31] - The average coal price, which constitutes the largest portion of cement clinker costs, is predicted to remain low, further reducing costs and supporting profitability recovery in 2025 [4][35] Glass Fiber Industry - The glass fiber sector is seeing a structural improvement in demand, with applications expanding in wind energy, electronics, and thermosetting products [4][42] - The industry is characterized by a high concentration of production capacity, with the top three companies accounting for approximately 63% of domestic capacity [4][49] - Price trends are positive, with a recovery in profitability expected due to demand growth and proactive supply-side changes [4][51] Consumer Building Materials - The consumer building materials sector is benefiting from policies aimed at stabilizing the housing market, with ongoing demand for renovation and urban renewal projects [4][66] - The shift from B-end to C-end customers is creating opportunities for brands with strong channel capabilities, with companies like兔宝宝 (Rabbit Baby) and北新建材 (Beixin Building Materials) being highlighted for their competitive advantages [4][102] - The second renovation demand is anticipated to grow as the housing stock ages, with significant potential for market expansion in the coming years [4][69]

从资金流向上来看，当日玻璃玻纤板块主力资金净流出2.73亿元，游资资金净流入3352.15万元，散户资 金净流入2.4亿元。玻璃玻纤板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603256 | 宏和科技 | 26.96 | 4.13% | 56.13万 | | 14.69 Z | | 002080 | 中材科技 | 27.75 | 2.25% | 44.52万 | | 12.25亿 | | 300196 | 长海股份 | 14.13 | 1.65% | ● 8.81万 | | 1.23亿 | | 002613 | 北玻股份 | 3.98 | 1.02% | ﯾﺎ ﮨﮯ 22.98万 | | 9074.04万 | | 605006 | 山东坡纤 | 7.44 | 0.95% | 8.93万 | | 6598.05万 | | 301526 | 国际复材 | 4.81 | 0.42% | 55.84万 | | 2.67亿 | | 600293 | 三峡新材 ...

Investment Rating - The report maintains an "Accumulate" rating for the construction materials industry [1] Core Views - The construction materials sector is experiencing weak demand, with the PMI showing a decline. The market is awaiting new policies to stimulate demand [4] - The report highlights that the cement market is facing challenges due to adverse weather conditions, leading to a low average shipment rate of less than 45% in key regions. However, the overall price decline has slowed down, indicating potential stabilization in the near term [11][18] - The report suggests that the supply-side consensus on self-discipline within the industry is strengthening, which may lead to better profitability compared to the previous year [11] - The report recommends focusing on cyclical industries that may benefit from policy support, particularly in cement and glass sectors, and highlights specific companies such as Huaxin Cement, Conch Cement, and others as potential investment opportunities [4][11] Summary by Sections 1. Industry Trends - The construction materials sector has seen a decline of 2.31% in the past week, underperforming against the Shanghai Composite Index [4] - The report notes that the cement price is currently at 339.7 RMB/ton, down 1.0 RMB/ton from the previous week and down 42.5 RMB/ton year-on-year [19][20] 2. Bulk Construction Materials Fundamentals and High-Frequency Data 2.1 Cement - The average cement shipment rate is reported at 44.7%, with a slight increase of 1.7 percentage points from the previous week, but a decrease of 2.0 percentage points year-on-year [26] - The report anticipates that cement prices will stabilize in the short term, despite current weak demand [11][18] 2.2 Glass - The average price of float glass is reported at 1295.3 RMB/ton, which is an increase of 56.7 RMB/ton from the previous week but a decrease of 175.7 RMB/ton year-on-year [4] - The report indicates that the glass industry is expected to see a supply-side contraction, which may improve the supply-demand balance in the short to medium term [14] 2.3 Fiberglass - The report highlights that the market for electronic fiberglass products is evolving, with a clear trend towards high-end products, which are expected to see increased penetration and value growth [12] - The profitability of ordinary fiberglass remains resilient, with ongoing demand in sectors like wind power and thermoplastics [12] 3. Industry Dynamics Tracking - The report discusses the impact of government policies aimed at stimulating domestic demand, particularly in the housing market, which is expected to improve the outlook for construction materials [15] - The report emphasizes the importance of companies that are exploring new business models and enhancing their supply chain efficiency [15]

Investment Rating - The report maintains an "Overweight" rating for the construction materials sector [3] Core Views - The sentiment of "anti-involution" is cooling down, and attention should be paid to changes in the fundamentals of the construction materials sector [2] - The construction materials sector experienced a decline of 2.30% from July 28 to August 1, 2025, with specific declines in sub-sectors such as cement (1.25%), glass manufacturing (4.55%), and fiberglass manufacturing (4.01%) [1][11] - The report highlights the importance of urban renewal as a key driver for real estate demand, while also emphasizing the need for regulatory compliance to curb disorderly competition among enterprises [2] Summary by Sections Cement Industry Tracking - As of August 1, 2025, the national cement price index is 337.69 yuan/ton, a decrease of 0.76% from the previous week, with a total cement output of 2.754 million tons, up 1.07% week-on-week [15] - The utilization rate of cement clinker production capacity is 58.09%, down 0.01 percentage points from the previous week, and the cement inventory ratio is 62.21%, down 0.39 percentage points [15] - Infrastructure remains the core support for cement demand, with expectations of resilient demand in Q3 due to accelerated issuance of special bonds and the promotion of "dual-use" infrastructure projects [15] Glass Industry Tracking - The average price of float glass this week is 1295.28 yuan/ton, an increase of 4.58% from the previous week, with a total inventory of 51.78 million weight boxes, down 156,000 weight boxes week-on-week [28] - Market sentiment has weakened due to falling futures prices, leading to the release of speculative inventory and a decrease in shipments from float glass manufacturers [28] Fiberglass Industry Tracking - The price of non-alkali fiberglass has decreased, primarily due to previous price adjustments, while demand remains weak during the traditional off-season [6] - The price of G75 electronic yarn remains stable, supported by high-end product demand, while supply is expected to increase in the future [6] Consumer Building Materials - Consumer building materials are benefiting from improved second-hand housing transactions and consumption stimulus policies, with a focus on companies like Beixin Building Materials and Weixing New Materials [2][8] - The report recommends monitoring companies with growth potential in the consumer building materials sector, such as Puyuan Co. and Yilong Co. [4]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600293 | 三峡新材 | 3.05 | -3.48% | 37.31万 | 1.15亿 | | 600586 | 金晶科技 | 5.08 | -3.24% | 30.64万 | 1.57亿 | | 618009 | 耀皮玻璃 | 6.30 | -3.08% | 18.64万 | 1.19亿 | | 601636 | 旗滨隼町 | 6.22 | -2.96% | 68.55万 | 4.27亿 | | 000012 | 南 坡 A | 4.78 | -2.65% | 26.54万 | 1.28亿 | | 600176 | 中国巨石 | 12.39 | -2.36% | 35.71万 | 4.45 Z | | 600876 | 凯盛新能 | 10.79 | -2.26% | 5.99万 | 6512.98万 | | 300196 | 长海股份 | 13.85 | -2.05% | 17.63万 | 2.48亿 | | 002613 | 北玻股份 | ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 年龄最大的男性CFO为供职于中国巨石的倪金瑞，现已60岁。万里石的女性CFO朱著香目前58岁，在公司担任副总经理、财务总监。华立股份的董事、财务 总监孙媛媛和凯伦股份（维权）的财务总监季正华年龄最小，仅为35岁。 | 公司名称 | CFO | 年龄 | | --- | --- | --- | | 中国巨石 | 假金瑞 | 60 | | 令隅集团 | 郑宝会 | 58 | | 万里石 | 朱著香 | 58 | | 北玻股份 | 夏冰 | 57 | | 青松建化 | - 陈霞 | 56 11 | | 292 扬子新材 | 滕凤娟 | 56 | | 海南瑞泽 | 张贵阳 | 55 | | 上峰水泥 | 孟维忠 | 55 | | 中旗新材 | 蒋晶晶 | 55 | | 森泰股份 | 周志广 | 55 | 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监 CFO群体薪酬规模合计达42.70亿元，平均年薪为81.48万元。 分行业来看 ...

旗滨集团CFO杜海以343.64万元稳坐第一，约比第二名南玻A财务总监王文欣年薪高14.5%。杜海现年38岁，自2023年末开始担任财务总监一职，报告期内并 未持有公司股份。薪酬最低的CFO为科创新材王敏敏，当期从公司获得税前报酬总额仅为13.66万元，较2023年大幅提高45.9%。 | 公司名称 | CFO | | | | | 2024 SEJE BY 利施同比增 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 旗滨集团 | 杜海 | 343.64 | 156.49 | -0.2% | 3.83 | -78.1% | -13.5% | | 南玻A | 王文欣 | 300.18 | 154.55 | -15.1% | 2.67 | -83.9% | -0.4% | | 鲁阳节能 | 姚永华 | 230.64 | 35.32 | 0.4% | 4.80 | -2.4% | -4.7% | | 中国巨石 | 倪雯瑞 | 176.37 | 158.56 | 6.6% | 24.45 | -19.7% | 18.5% | | 北新建材 | 王师 | 1 ...