证券日报网讯1月23日，中国巨石（600176）在互动平台回答投资者提问时表示，目前，公司在欧洲地 区(含欧盟成员国)销量占总销量的比例不到10%，主要通过直销和海外子公司经销的方式进行销售。 ...

Market Overview - The glass and fiberglass sector experienced a decline of 0.56% on January 23, with International Composite Materials leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Notable gainers in the glass and fiberglass sector included: - Jinjing Technology (600586) with a closing price of 6.68, up 10.05% and a trading volume of 2.0262 million shares, totaling 1.331 billion yuan [1] - Sanxia New Materials (600293) closed at 3.63, up 10.00% with a trading volume of 1.4648 million shares, totaling 523 million yuan [1] - Jiuding New Materials (002201) closed at 14.80, up 6.78% with a trading volume of 2.2046 million shares, totaling 3.213 billion yuan [1] Fund Flow Analysis - The glass and fiberglass sector saw a net outflow of 1.027 billion yuan from institutional investors, while retail investors contributed a net inflow of 691 million yuan [2] - The main fund flow for key stocks included: - Jinjing Technology had a net inflow of 1.821 billion yuan from institutional investors, but a net outflow of 940.533 million yuan from speculative funds [3] - Sanxia New Materials experienced a net inflow of 880.962 million yuan from institutional investors, with a net outflow of 278.971 million yuan from speculative funds [3] - Flag Group (601636) had a net inflow of 434.656 million yuan from institutional investors, while speculative funds saw a net outflow of 325.892 million yuan [3]

新华社开罗1月22日电 记者手记｜"热泉"边的中埃经贸合作有多热 新华社记者徐皓夫 姚兵 李鲲 埃及泰达特区开发公司管理总监韦娜已在合作区工作多年。她对记者说，自2016年1月21日揭牌至今，泰达合作区扩展区建设已稳步走过十 年。"2024年，这里接待了300多个国内外商务考察团。2025年，这个数字增至500多家，其中不乏来自阿拉伯国家、俄罗斯、乌兹别克斯坦等地的 团组。" 1月19日，在埃及苏赫奈泉，埃及泰达特区开发公司管理总监韦娜接受采访。新华社记者 辛梦晨 摄 韦娜说："这反映出外方企业的积极态度，对埃中合作具有重要意义。" 在埃及红海之滨的城市苏赫奈泉，中埃·泰达苏伊士经贸合作区（泰达合作区）内厂房林立，满载集装箱的卡车穿梭而过。苏赫奈泉，阿拉伯语意 为"热泉"；如今，中埃经贸合作正如同涌泉，热气腾腾。 这是1月19日在埃及苏赫奈泉拍摄的中埃·泰达苏伊士经贸合作区大门。新华社记者 辛梦晨 摄 在园区内的企业美的埃及厨房和热水器有限公司洗碗机生产车间里，埃及员工正娴熟地组装洗碗机。该公司运营与人力资源部长杨洋向记者介 绍，这是埃及首条智能洗碗机生产线，自2023年实现量产后，如今年产能已达35万台，并 ...

Core Viewpoint - The A-share building materials sector is experiencing a strong upward trend, with multiple stocks showing active performance, driven by market expectations for a cyclical recovery in the sector [1] Group 1: Policy and Economic Support - The Ministry of Housing and Urban-Rural Development has released an opinion on improving housing quality, aiming for significant enhancements in housing standards, design, materials, construction, and operation by 2030, which directly benefits the consumption of building materials, waterproofing, and glass sectors [1] - The central bank has lowered various structural monetary policy tool rates by 0.25 percentage points, with the one-year re-lending rate reduced from 1.5% to 1.25%, aimed at promoting stable economic growth and providing liquidity support for the recovery of real estate and infrastructure sectors, indirectly boosting demand in the building materials industry [1] Group 2: Infrastructure and Supply Chain Developments - The issuance of special bonds by local governments has accelerated, with a total issuance scale of 0.18 trillion yuan, an increase of 0.10 trillion yuan year-on-year, easing government fiscal pressure and supporting demand for cement and pipe materials through accelerated municipal engineering and pipeline construction projects [2] - The building materials industry has seen improvements in supply-demand dynamics after five years of capacity clearance, with the waterproofing sector's concentration rapidly increasing, and a significant reduction in floating glass daily melting capacity by 27,200 tons compared to the 2021 peak, alongside a 160 million ton capacity exit in the cement industry, alleviating supply pressures and laying the foundation for profit recovery [2] Group 3: Sector-Specific Benefits - The waterproofing industry is expected to benefit from housing quality improvement policies, the release of renovation demand, and supply-side clearance, with leading companies projected to experience revenue declines significantly lower than the industry average from 2021 to 2024, and further price increases anticipated in 2025 [3] - The glass processing industry is poised to gain from accelerated cold repairs in floating glass production capacity and a balanced supply-demand structure, alongside increased demand for high-end glass driven by housing quality improvements [3] - The pipe and pipeline industry is supported by the rapid implementation of infrastructure projects and municipal pipeline renovation policies, with municipal engineering projects accelerating, directly benefiting related pipe material companies from the recovery in infrastructure demand [3]

证券之星消息，1月22日玻璃玻纤板块较上一交易日上涨5.42%，九鼎新材领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。玻璃玻纤板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002201 | 九鼎新材 | 13.86 | 10.00% | 86.00万 | 11.59亿 | | 603256 | 宏和科技 | 47.43 | 10.00% | 46.37万 | 21.29亿 | | 603601 | 再升科技 | 10.15 | 9.97% | 156.28万 | 15.36亿 | | 301526 | 国际复材 | 8.69 | 7.02% | 272.53万 | 22.66亿 | | 600586 | 金晶科技 | 6.07 | 5.20% | 57.42万 | 3.43 Z | | 002080 | 中材科技 | 41.14 | 4.76% | 82.43万 | 33.22亿 | | 601636 | | 6. ...

建材板块震荡走高，金隅集团涨超10%，东方雨虹涨超7%，中国巨石、兔宝宝、北新建材、耀皮玻璃 跟涨。 ...

截至1月21日收盘，PCB概念上涨2.79%，位居概念板块涨幅第8，板块内，156股上涨，大族数控20%涨 停，广合科技、宏和科技、中钨高新等涨停，芯碁微装、科翔股份、英诺激光等涨幅居前，分别上涨 16.26%、12.48%、10.19%。跌幅居前的有瑞华泰、凯华材料、艾森股份等，分别下跌5.79%、4.30%、 3.85%。 PCB概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000657 | 中钨高 新 | 10.00 | 7.32 | 54251.25 | 12.65 | | 002463 | 沪电股 份 | 4.03 | 4.04 | 43503.72 | 7.62 | | 002436 | 兴森科 技 | 8.30 | 13.76 | 36953.27 | 7.07 | | 600176 | 中国巨 石 | 7.07 | 2.54 | 28671.03 | 14.12 | | 002938 | ...

从资金流向上来看，当日玻璃玻纤板块主力资金净流入4.2亿元，游资资金净流出2.81亿元，散户资金净 流出1.39亿元。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 | 43.12 | 10.00% | 36.57万 | 15.05亿 | | 301526 | 国际复材 | 8.12 | 9.58% | 293.58万 | 23.95 Z | | 600176 | 中国巨石 | 20.44 | 7.07% | 101.54万 | 20.31亿 | | 002080 | 中材科技 | 39.27 | 5.51% | 62.07万 | 23.69亿 | | 300196 | 长海股份 | 16.49 | 3.91% | 18.87万 | 3.07亿 | | 605006 | 山东玻纤 | 7.79 | 2.91% | 22.45万 | 1.73亿 | | 601636 | | 6.49 | 1.56% | 71.49万 | 4.61亿 | ...

中国巨石 20260120 摘要 AI 发展挤占传统电子布市场，导致 7,628 电子布需求下降，类似于 AI 驱动 DDR 内存涨价的逻辑。 织布机供应短缺加剧电子布结构性矛盾，企业倾向于将有限的织布机产 能用于生产利润更高的 AI 相关电子布产品，而非传统 7,628 电子布。 传统 7,628 电子纱窑炉产能无法直接转产 AI 相关产品，部分企业将 7,628 电子纱生产设备转向 AI 产品，进一步减少 7,628 供应。 中国巨石、建涛、中材泰玻等主要厂商积极扩展低阶电库存并转向 AI 领 域，预计传统机械链上的新增量将减少。 TCL 等企业受铜价上涨影响显著，缺乏定价权导致利润受损。目前电子 布已开始提价，预计春节前后全产业链将进入提价阶段。 供给端中材泰山、光远等企业因转向 AI 领域导致减产 30%-40%，需求 端虽消费电子等领域数据不佳，但 AI 增量显著，整体需求预计保持正增 长。 B 店板块产业趋势明确，2026-2027 年二代布和 Q 布边际发货量增加， 全系列锂电池及普通 PCB 也将提价，全产业链因 AI 挤占进入涨价阶段。 Q&A TCL 在 2024 年之前的表现如何，以及其 ...

Market Overview - The glass and fiberglass sector experienced a decline of 2.34% compared to the previous trading day, with International Composite Materials leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable stock performances include: - Jiuding New Materials (002201) rose by 10.02% to a closing price of 13.94, with a trading volume of 1.9372 million shares and a transaction value of 2.652 billion [1] - Qibin Group (601636) increased by 1.43% to 6.39, with a trading volume of 630,000 shares and a transaction value of 286.8 million [1] - China Jushi (600176) saw a slight increase of 0.16% to 19.09, with a trading volume of 513,200 shares and a transaction value of 977 million [1] - International Composite Materials (301526) fell by 7.95% to 7.41, with a trading volume of 1.979 million shares and a transaction value of 1.497 billion [2] Capital Flow - The glass and fiberglass sector saw a net outflow of 360 million from institutional investors, while retail investors contributed a net inflow of 506 million [2] - Detailed capital flow for specific stocks indicates: - Jiuding New Materials had a net inflow of 30.3 million from institutional investors, while retail investors had a net outflow of 12.9 million [3] - North Glass (002613) experienced a net outflow of 1.859 million from institutional investors but a net inflow of 735,600 from retail investors [3] - China Jushi had a net outflow of 7.5775 million from institutional investors, with retail investors contributing a net outflow of 2.93287 million [3]