凯盛科技（600552.SH）1月6日在投资者互动平台表示，公司年产5000吨合成石英砂生产线项目已启动 试生产，处于化工段产品生产技术调试中，部分产品样品通过客户验证，但仍需通过产业化试样验证。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司，前期公司规划的年产800吨合成石英项目 现在进展如何？预期什么时候能投产？ ...

凯盛科技在互动平台表示，公司生产的柔性玻璃可应用于航天太阳能电池领域，已有少量样品用于前期 测试。 ...

资料显示，凯盛科技股份有限公司位于安徽省蚌埠市黄山大道8009号，成立日期2000年9月30日，上市 日期2002年11月8日，公司主营业务涉及ITO导电膜玻璃,在线复合镀膜玻璃、真空镀膜玻璃、玻璃深加 工制品及新型材料(国家限制经营的除外)的开发研究、生产、销售;无机新材料的技术转让、开发、咨询 及技术服务;精密陶瓷、精细化工及电子行业用硅质、铝质粉体材料的生产及销售等。主营业务收入构 成为：显示材料79.42%，应用材料17.86%，其他2.71%。 凯盛科技所属申万行业为：电子-光学光电子-面板。所属概念板块包括：空中成像、特种玻璃、药用玻 璃、中国建材集团、固态电池等。 1月6日，凯盛科技盘中上涨2.06%，截至13:20，报12.40元/股，成交3.91亿元，换手率3.38%，总市值 117.13亿元。 截至9月30日，凯盛科技股东户数5.25万，较上期减少18.36%；人均流通股17997股，较上期增加 22.49%。2025年1月-9月，凯盛科技实现营业收入43.10亿元，同比增长20.57%；归母净利润1.29亿元， 同比增长15.06%。 资金流向方面，主力资金净流入4925.75万元，特大 ...

1. Report Industry Investment Rating No specific industry investment rating is provided in the report. 2. Core Views of the Report - Beijing optimized and adjusted housing purchase restriction policies, and "Qiushi" emphasized that real - estate policies should not adopt a piecemeal approach. The continuous introduction of real - estate policies further supports demand, and the pace of subsequent policy introduction may accelerate. Although the new construction of the real - estate chain still faces multiple pressures, the industry bottom is approaching as the base gradually decreases. Sales data (new + second - hand houses) remains the leading indicator for driving the sector's valuation [3][7]. - Anti - involution is the main line for cyclical products. In the new field, attention should be paid to electronic cloth, clean rooms, and commercial aerospace. For the cement and glass industries, the effective reduction of supply is the key point to observe in the next stage. The glass fiber sector has relatively good profitability, and there is a possibility of a staged price increase. In the new field, the high - growth of the AI supply chain in 26H1 is the most certain direction, and the semiconductor/storage capital expenditure at home and abroad drives the performance and valuation of the clean - room sector. The theme investment in commercial aerospace is constantly catalyzed [4][8]. 3. Summary According to the Directory 3.1 Anti - involution is the Main Line for Cyclical Products, and Attention is Paid to Electronic Cloth, Clean Rooms, and Commercial Aerospace in the New Field - **Real - estate Policy**: On December 24, 2025, Beijing optimized real - estate policies, including relaxing the conditions for non - Beijing households to purchase houses, supporting the housing needs of multi - child families, optimizing personal housing credit policies, and adjusting the project approval method for real - estate development. On January 1, 2026, "Qiushi" proposed that policies should be sufficient at one time to avoid a game between the market and policies [3][7]. - **Cyclical Products**: For the cement and glass industries, with demand declining, the effective reduction of supply is crucial. Currently, the average profitability of the cement and float glass industries has fallen below the break - even line. The cold - repair reduction of glass production capacity in Q1 will determine the price recovery space of float glass from March to April. The glass fiber sector has relatively good profitability, with stable demand growth and potential for staged price increases [4][8]. - **New Fields**: The high - growth of the AI supply chain in 26H1 is the most certain direction. Special electronic cloth has high demand elasticity and limited short - term supply, so its price is elastic. The increasing semiconductor/storage capital expenditure at home and abroad drives the performance and valuation of the clean - room sector. The theme investment in commercial aerospace is constantly catalyzed [4][8]. 3.2 Profit Forecast and Valuation of Main Covered Companies The report provides the profit forecast, valuation, and investment ratings of 28 companies from 2024 to 2027, including Punaite, China Jushi, and Conch Cement. Most of the investment ratings are "Buy" or "Increase", and all ratings remain unchanged [10]. 3.3 Weekly Market Review - **Industry Index**: The construction index, building materials index, etc. had different changes. The construction index decreased by 1.4%, and the building materials index decreased by 0.6% [13]. - **Sub - sectors of Construction**: The building decoration II index increased by 9.33%, and the garden engineering index increased by 1.92%, while some sub - sectors had negative growth [15]. - **Infrastructure Public REITs**: The report provides the weekly, monthly, and annual - to - date price changes of 70 infrastructure public REITs. The average weekly decline was 0.47%, and the average annual - to - date increase was 9.29% [23][24][25]. 3.4 Aggregate Data Tracking - **Real - estate Data**: It includes the cumulative year - on - year changes in real - estate new construction, construction, completion, and sales areas, land transaction data, real - estate transaction data, social financing data, and infrastructure investment growth rates [28][37][47]. - **New Contracts of Eight Major Construction Central Enterprises**: The report shows the quarterly new contract amounts and year - on - year growth rates of eight major construction central enterprises from 2022Q1 to 2025Q3 [73]. - **Special Bond Issuance**: It shows the monthly and cumulative issuance amounts of new and replacement special bonds from 2022 to 2025 [75][77]. 3.5 High - frequency Data Tracking - **Building Materials Data**: It includes the price trends, cost - profit differences, inventory, and other data of cement, float glass, photovoltaic glass, glass fiber, carbon fiber, magnesium sand, alumina, and other building materials [83][90][98]. - **Upstream Raw Material Prices**: It shows the price trends of asphalt, waste paper, PVC, HDPE, etc. [137][138]. - **Physical Workload Data**: It includes the price trends of acrylic acid, titanium dioxide, and the rental rate of high - altitude machines, asphalt average start - up rate, etc. [144][147].

证券之星消息，12月30日光学光电子板块较上一交易日上涨0.0%，凯盛科技领涨。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。光学光电子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) | | | --- | --- | --- | --- | --- | --- | --- | | 600552 | 凯盛科技 | 12.43 | 10.00% | 100.29万 | | 12.33亿 | | 603773 | 沃格光电 | 33.73 | 6.07% | 19.64万 | | 6.60亿 | | 920438 | 戈碧迦 | 42.10 | 4.39% | 6.74万 | | 2.84亿 | | 300269 | 联建光电 | 6.75 | 4.33% | 88.38万 | | 5.97亿 | | 688322 | 奥比中光 | 90.58 | 4.06% | 11.63万 | | 10.37亿 | | 001373 | 翔腾新材 | 32.12 | 3.81% | 3.02万 | | 9617.50万 ...

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 920270 | 天铭科 技 | 30.00 | 11.24 | 16.36 | 19.76 | 20.77 | | 301161 | 唯万密 封 | 11.83 | 21.48 | 34.22 | 37.24 | 8.84 | | 001299 | 美能能 源 | 10.04 | 5.28 | 12.43 | 13.37 | 7.55 | | 300322 | 硕贝德 | 12.58 | 26.43 | 25.88 | 27.75 | 7.22 | | 688577 | 浙海德 曼 | 10.71 | 1.99 | 93.66 | 100.19 | 6.97 | | 600552 | 凯盛科 技 | 10.00 | 10.30 | 11.64 | 12.43 | 6.82 | | 600776 | 东方通 信 | 10.03 | 7.39 | ...

12月30日开盘，A股三大指数集体低开，深证成指、创业板指盘初双双翻红。截至发稿，沪指跌0.22%，深成指涨0.48%，创业板指涨0.73%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3956.43 | 13601.76 | 1450.82 | | -8.85 -0.22% | +64.66 +0.48% -5.63 -0.39% | | | 科创50 | 创业板指 | 万得全A | | 1362.47 | 3246.14 | 6415.66 | | +16.15 +1.20% | +23.53 +0.73% | +2.66 +0.04% | | 沪深300 | 中证500 | 中证A500 | | 4645.70 | 7456.26 | 5654.10 | | +6.32 +0.14% +25.64 +0.35% +13.34 +0.24% | | | | 中证1000 | 深证100 | 中证红利 | | 7602.62 | 5883.08 | 5484.00 | | +8.46 +0.11% | +32.49 +0.56% | -17.74 -0.32% ...

【导读】机器人概念股表现活跃，航天信息（600271）等直线拉涨停，有色金属板块开盘大跌 一起来看下最新的市场情况及资讯。 12月30日开盘，A股三大指数集体低开，深证成指、创业板指盘初双双翻红。截至发稿，沪指跌0.22%，深成指涨0.48%，创业板指涨0.73%。 从板块来看，半导体、电子元器件、机器人等板块表现活跃；而贵金属、锂电、消费等板块跌幅居前。 消息面上，宇树科技宣布，京东与宇树科技推出的首家线下门店将于12月31日在北京正式开业。该店将集中展示宇树Go2四足机器狗、G1人形机器人等多 款明星产品。 此外，电子元器件板块震荡拉升，凯盛科技（600552）、航天信息等直线拉涨停。 | 名称 | 现价 | 涨跌幅 | 成交量 | 神手姿 | 市智學 | 总市值 | | --- | --- | --- | --- | --- | --- | --- | | Ne | 241.40 | 183.70% | 681万 | 27.96% | 88.9 | 3131Z | | 鼎通科技 | 137.84 | 17.28% | 751万 | 5.39% | 92.0 | 192亿 | | 致尚科技 | 133.8 ...

12月24日，凯盛科技涨2.75%，截至发稿，报11.58元/股，成交3.24亿元，换手率2.99%，总市值109.39 亿元。凯盛科技股价已经连续4天上涨，区间累计涨幅7.02%。 资料显示，凯盛科技股份有限公司位于安徽省蚌埠市黄山大道8009号，成立日期2000年9月30日，上市 日期2002年11月8日，公司主营业务涉及ITO导电膜玻璃,在线复合镀膜玻璃、真空镀膜玻璃、玻璃深加 工制品及新型材料(国家限制经营的除外)的开发研究、生产、销售;无机新材料的技术转让、开发、咨询 及技术服务;精密陶瓷、精细化工及电子行业用硅质、铝质粉体材料的生产及销售等。主营业务收入构 成为：显示材料79.42%，应用材料17.86%，其他2.71%。 从凯盛科技十大流通股东角度 数据显示，南方基金旗下1只基金位居凯盛科技十大流通股东。南方中证1000ETF（512100）三季度减 持6.16万股，持有股数690.58万股，占流通股的比例为0.73%。根据测算，今日浮盈赚取约214.08万元。 连续4天上涨期间浮盈赚取524.84万元。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年49 ...

证券日报网讯12月19日，凯盛科技（600552）在互动平台回答投资者提问时表示，公司纳米复合氧化锆 可广泛地应用于义齿、氧传感器、电子消费品等功能材料领域，以及耐磨部件、特种刀具、高温耐蚀涂 层等结构材料领域，在新能源领域可作为三元锂电正极、固态电池电解质、固体燃料电池的掺杂材料。 ...