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% | ...

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 ...

Market Overview - On August 1, the glass and fiberglass sector rose by 0.02% compared to the previous trading day, with Honghe Technology leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - Honghe Technology (603256) closed at 25.89, up 9.98% with a trading volume of 246,400 shares and a turnover of 615 million yuan [1] - Other notable stocks included: - Kaisheng New Energy (600876) at 10.98, up 1.76% [1] - Sanxia New Material (600293) at 3.09, up 1.31% [1] - Changhai Co., Ltd. (300196) at 13.90, up 0.36% [1] - Yao Pi Glass (600819) at 6.32, up 0.32% [1] Capital Flow - The glass and fiberglass sector experienced a net outflow of 262 million yuan from institutional investors and 117 million yuan from speculative funds, while retail investors saw a net inflow of 379 million yuan [2] - The capital flow for individual stocks showed: - Honghe Technology had a net inflow of 49.1 million yuan from institutional investors [3] - Sanxia New Material had a net inflow of 7.7 million yuan from institutional investors [3] - Kaisheng New Energy had a net inflow of 6.5 million yuan from institutional investors [3]

Core Viewpoint - The Low-E glass concept sector experienced a decline of 3.07%, ranking among the top losers in the market, with companies like Hainan Development, Yamaton, and Hebang Bio leading the declines [1] Group 1: Market Performance - The Low-E glass concept sector saw a net outflow of 179 million yuan in principal funds, with 11 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 10 million yuan [2] - Hainan Development had the highest net outflow of 32.23 million yuan, followed by Qibin Group, New Sai Co., and Jinjing Technology with net outflows of 26.50 million yuan, 23.93 million yuan, and 22.82 million yuan respectively [2] Group 2: Individual Stock Performance - Hainan Development's stock price fell by 5.14% with a turnover rate of 6.20% and a principal fund outflow of 32.23 million yuan [2] - Qibin Group's stock decreased by 2.96% with a turnover rate of 2.55% and a principal fund outflow of 26.50 million yuan [2] - New Sai Co. saw a decline of 3.19% with a turnover rate of 3.82% and a principal fund outflow of 23.93 million yuan [2] - Jinjing Technology's stock dropped by 3.24% with a turnover rate of 2.14% and a principal fund outflow of 22.82 million yuan [2] - Yamaton experienced a decline of 3.97% with a turnover rate of 6.56% and a principal fund outflow of 19.39 million yuan [2]

Group 1 - The glass and fiberglass sector experienced a decline of 0.37% on July 31, with Sanxia New Material leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] - Key stocks in the glass and fiberglass sector showed varied performance, with Honghe Technology rising by 10.00% to a closing price of 23.54 [1] Group 2 - The main capital flow in the glass and fiberglass sector showed a net inflow of 33.61 million yuan, while retail investors contributed a net inflow of 20.8 million yuan [2] - The sector saw a net outflow of 241 million yuan from speculative funds [2] - Notable stock performances included Sanxia New Material, which closed at 3.05 with a decline of 3.48%, and Jinjing Technology, which closed at 5.08, down 3.24% [2]

Group 1 - The Low-E glass concept increased by 3.12%, ranking 8th among concept sectors, with 11 stocks rising, including Hainan Development hitting the daily limit, and Qibin Group, Hebang Biology, and Yaopi Glass showing gains of 5.01%, 4.76%, and 4.34% respectively [1][2] - The Low-E glass sector saw a net inflow of 376 million yuan, with 7 stocks receiving net inflows, and 6 stocks exceeding 10 million yuan in net inflow, led by Hainan Development with 204 million yuan [2][3] - The net inflow ratios for Hainan Development, Qibin Group, and Hebang Biology were 16.32%, 14.61%, and 14.35% respectively, indicating strong investor interest [3] Group 2 - The top stocks in the Low-E glass sector based on net inflow included Hainan Development, Hebang Biology, Qibin Group, and Nanbo A, with respective net inflows of 2038.49 million yuan, 715.68 million yuan, 633.98 million yuan, and 238.91 million yuan [3][4] - The trading volume and turnover rates for these stocks were notable, with Hainan Development showing a turnover rate of 13.86% and a daily increase of 10.01% [3]

Core Viewpoint - The Low-E glass concept sector experienced a significant decline of 3.55%, with major companies like Yamaton, Sanxia New Material, Jinjing Technology, and Yaopi Glass facing substantial losses [1][2]. Group 1: Market Performance - As of July 15, the Low-E glass concept ranked among the top decliners in the market, with Yamaton hitting the daily limit down [1]. - The sector saw a net outflow of 230 million yuan from main funds, indicating a lack of investor confidence [2]. Group 2: Individual Stock Performance - Yamaton led the outflow with a net withdrawal of 65.6 million yuan, reflecting a drop of 9.99% in its stock price [2]. - Other notable stocks with significant net outflows include Jinjing Technology (34.9 million yuan, down 4.18%) and Yaopi Glass (27.1 million yuan, down 4.03%) [2].

Group 1 - The low-radiation glass concept has declined, leading to a significant drop in stock prices for relevant companies [1] - Yamaton (002623) hit the daily limit down, indicating a strong negative market reaction [1] - Other companies such as Three Gorges New Materials (600293), Yaopi Glass (600819), Ankai High-Tech (600207), and Hainan Development (002163) also experienced declines in their stock prices [1]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company anticipates a net loss attributable to shareholders of the parent company for H1 2025, ranging from CNY -20 million to CNY -30 million, a reversal from profit in the prior year 2025 H1 Performance Forecast | Indicator | 2025 H1 Forecast | 2024 H1 Actual | | :--- | :--- | :--- | | **Net Profit Attributable to Parent (CNY 10,000)** | -3,000 to -2,000 | 3,278.61 | | **Net Profit Attributable to Parent After Non-Recurring Items (CNY 10,000)** | -9,000 to -7,000 | 2,032.12 | [Prior Period Operating Performance and Financial Status](index=2&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) In H1 2024, the company reported a net profit attributable to shareholders of the parent company of CNY 32.7861 million, demonstrating overall profitability 2024 H1 Operating Performance | Indicator | 2024 H1 | | :--- | :--- | | **Total Profit (CNY 10,000)** | 3,685.55 | | **Net Profit Attributable to Parent (CNY 10,000)** | 3,278.61 | | **Net Profit Attributable to Parent After Non-Recurring Items (CNY 10,000)** | 2,032.12 | | **Basic Earnings Per Share (CNY)** | 0.03 | [Main Reasons for Current Period's Expected Loss](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The expected loss for H1 2025 is primarily due to declining float glass prices and rising main fuel costs, significantly impacting profit margins - The expected loss is primarily influenced by two major factors[7](index=7&type=chunk) - Year-on-year decline in the market selling price of the main product, **float glass** - Year-on-year increase in the procurement price of **main fuels** [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company's performance forecast is based on preliminary financial department calculations and remains unaudited by external accountants - This performance forecast data is a preliminary calculation by the company's finance department and has not been audited by an accounting firm[8](index=8&type=chunk) [Other Explanatory Notes](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) Investors are advised that the final financial data will be based on the officially disclosed 2025 semi-annual report, and investment risks should be considered - Final financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are reminded to be aware of investment risks[9](index=9&type=chunk)

证券代码：600293 证券简称：三峡新材 公告编号：2025-028 湖北三峡新型建材股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 7 月 7 日 (二)股东大会召开的地点：湖北省当阳市翼德路 6 号三峡新材办公楼二楼会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 份总数的比例（%） 29.9793 (一)非累积投票议案 审议结果：通过 表决情况： | 股东类型 | 同意 | | | 反对 | | 弃权 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 票数 | 比例 | 票数 | | 比例 | 票数 | 比例 | | | | （%） | | （%） | | | （%） | | A股 | 344,544,937 | 99.0628 | 3,024,150 | 0.8694 | 235,200 | 0.0 ...