| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600586 | 金融科技 | 5.63 | -6.17% | 79.62万 | 4.50 Z | | 002201 | 九鼎新材 | 11.42 | -4.36% | 132.21万 | 15.14亿 | | 002080 | 中材料技 | 36.34 | -3.63% | 58.59万 | 21.47 乙 | | 603256 | 宏和科技 | 36.81 | -2.90% | 18.32万 | 6.82 亿 | | 605006 | 山东坡纤 | 7.30 | -1.08% | 4.54万 | 3315.63万 | | 301526 | 国际复材 | 7.00 | -0.99% | 104.74万 | 7.33亿 | | 600293 | 三峡新材 | 3.15 | -0.94% | 23.30万 | 7335.49万 | | 601636 | | 5.93 | -0.84% | 24.74万 | 1.47亿 | | 000012 | 南 坡 ...

Market Overview - The glass fiber sector experienced a decline of 1.83% on December 29, with Jiuding New Materials leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable stock performances in the glass fiber sector include: - Honghe Technology: Closed at 38.02, up 1.12%, with a trading volume of 238,900 shares and a transaction value of 898 million [1] - Shandong Glass Fiber: Closed at 7.48, up 0.67%, with a trading volume of 65,300 shares and a transaction value of 48.48 million [1] - Jiuding New Materials: Closed at 11.21, down 9.96%, with a trading volume of 1,544,900 shares and a transaction value of 1.787 billion [2] Capital Flow - The glass fiber sector saw a net outflow of 1.142 billion from institutional investors, while retail investors had a net inflow of 850 million [2] - The capital flow for specific stocks indicates: - Jiuding New Materials had a significant net outflow of 4.216 million from institutional investors [3] - Shandong Glass Fiber experienced a net inflow of 535.81 thousand from institutional investors [3] Summary of Individual Stocks - Key stocks in the glass fiber sector and their respective capital flows include: - Jiuding New Materials: -4.216 million from institutions, -9.96% change [2][3] - Shandong Glass Fiber: +535.81 thousand from institutions, +0.67% change [2][3] - China Jushi: -3.01% change with a transaction value of 898 million [2]

由金融界主办的"启航·2025金融峰会"于12月26日在北京成功举办，本届大会以"新开局、新动能、新征 程"为主题，汇聚监管部门、行业协会、金融机构、上市公司、媒体等领域数百位相关领导和重磅嘉 宾。作为大会备受关注的重要成果，第十四届"金智奖"年度评选结果正式揭晓，金晶科技荣获"投资价 值上市公司"。 "金智奖"旨在树立高质量发展标杆，引导上市公司聚焦主业、持续创新、践行社会责任，推动资本向优 质企业集聚。本届评选中，金融界上市公司研究院紧密契合"十五五"规划建议中"提升上市公司质量"的 要求，将高质量发展内核分解为社会责任、实业贡献、投资回报、成长前景、创新效率、杰出品牌六大 维度，以企业财务数据和公开信息为基础建立量化分析模型，最终覆盖A股、港股及中概股超8000家企 业，评选出近200家获奖企业。 金晶科技通过近二十年的持续研发投入，实现了TCO玻璃从设备制造到产品设计、量产的全链条自主可 控，攻克了大尺寸镀膜均匀性、高导电性高迁移率、高透光率与低电阻值难以兼得等技术难题，填补了 此类产品的国产空白，解决了中国太阳能薄膜电池行业发展的"卡脖子"问题，成为国内外为数不多掌握 TCO玻璃技术且能实现量产的企 ...

Market Performance - The glass and fiberglass sector increased by 0.24% compared to the previous trading day, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Stock Performance - Jiuding New Materials (002201) closed at 12.45, up 9.98% with a trading volume of 437,000 shares and a transaction value of 544 million [1] - Zais Technology (603601) also rose by 9.98% to close at 13.34, with a trading volume of 4.43 million shares and a transaction value of 5.795 billion [1] - Other notable performers include Sanxia New Materials (600293) up 5.66% and Jinjing Technology (600586) up 2.10% [1] Capital Flow - The glass and fiberglass sector experienced a net outflow of 1.389 billion from institutional investors, while retail investors saw a net inflow of 1.149 billion [2] - The overall capital flow indicates that retail investors are actively buying into the sector despite the institutional outflow [2] Individual Stock Capital Flow - Sanxia New Materials (600293) had a net inflow of 21.0753 million from institutional investors, while retail investors contributed a net inflow of 1.824 million [3] - Jiuding New Materials (002201) saw a net outflow of 17.2338 million from institutional investors but a net inflow of 12.6057 million from retail investors [3] - Other stocks like Yao Pi Glass (618009) and Changhai Co. (300196) faced significant net outflows from both institutional and retail investors [3]

Overview - The report maintains a "stronger than market" rating for the renewable energy sector, highlighting that the demand for offshore wind power in China and Europe is increasing, leading to a rise in foundation demand and profit recovery for wind turbines. The "anti-involution" policy is expected to continue driving the photovoltaic sector, particularly with the expansion of perovskite technology. Overall, while short-term installation demand for renewable energy globally may be weak, there are structural opportunities in the market [1]. Key Points Supporting the Rating - The "anti-involution" trend is stabilizing wind turbine prices, enhancing profitability for manufacturers. China's offshore wind projects are becoming economically viable, contributing significantly to installed capacity. The demand for offshore wind in Europe and emerging markets is also on the rise [3]. - In the photovoltaic sector, the "anti-involution" policy remains the main theme, with a focus on the potential for capacity exits in battery and module production, as well as the industrialization potential of perovskite technology. Investment should prioritize growth-oriented new technology directions and the main industry chain benefiting from the "anti-involution" trend [3]. Investment Recommendations - For wind power, the report suggests prioritizing investments in the turbine segment, which is expected to recover profitability, and in the foundation segment that is progressing quickly in Europe. The offshore wind market is projected to grow significantly, with a focus on deep-sea projects [3]. - In the photovoltaic sector, the report emphasizes the importance of monitoring the "anti-involution" policy's impact on the industry, particularly regarding the exit of inefficient capacity and the enhancement of efficiency in battery and module production [3]. Long-term Outlook for Renewable Energy Demand - The report indicates that China's renewable energy demand is expected to remain robust in the long term, with an average annual installation capacity of over 400GW projected from 2025 to 2035. This is driven by the country's energy security needs and the ongoing transition to a low-carbon economy [13][16]. - The "136 Document" is noted for guiding the development of renewable energy projects towards market-oriented pricing, which is expected to stabilize project returns and promote high-quality development in the sector [31]. Photovoltaic Sector Insights - The report anticipates a moderate decline in photovoltaic installations in 2026 due to a phase of pre-installation in 2025, with projected installations of 290GW in 2025 and 180GW in 2026, reflecting a year-on-year decrease of 38% [33]. - The report highlights that the European photovoltaic market is facing growth challenges, with a forecasted installation of 64.2GW in 2025, indicating a slight decline. The U.S. market is also expected to experience pressure on growth due to policy adjustments [34][37]. Perovskite Technology Potential - Perovskite technology is identified as a key area for enhancing competitiveness in the photovoltaic manufacturing sector, with expectations for significant breakthroughs in industrialization by leading manufacturers in 2026 [33][44].

2020-2025年1-10月中国纯碱(碳酸钠)产量统计图 上市企业：远兴能源（000683）,三友化工（600409）,山东海化（000822）,双环科技（000707）,氯碱化 工（600618）,金晶科技（600586）,湖北宜化（000422）,云图控股（002539）,和邦生物（603077） 相关报告：智研咨询发布的《2025-2031年中国纯碱行业市场专项调研及竞争战略分析报告》 根据国家统计局数据显示：2025年10月中国纯碱(碳酸钠)产量为341万吨，同比增长2.9%；2025年1-10 月中国纯碱(碳酸钠)累计产量为3301.7万吨，累计增长5.2%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Group 1 - The glass and fiberglass sector increased by 0.17% on December 25, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - Jiuding New Materials saw a closing price of 11.32, with a significant increase of 10.01% and a trading volume of 65,200 shares, amounting to 73.80 million yuan [1] Group 2 - The glass and fiberglass sector experienced a net outflow of 294 million yuan from institutional investors, while retail investors saw a net inflow of 432 million yuan [2] - The trading data indicates that Jiuding New Materials had a net inflow of 30.28 million yuan from institutional investors, representing 41.03% of its trading volume [3] - In contrast, China Jushi experienced a decline of 1.19% in its stock price, closing at 16.59 with a trading volume of 439,900 shares, totaling 73.20 million yuan [2]

| 玻璃玻纤板块 涨幅前10个股 | | --- | 证券之星消息，12月24日玻璃玻纤板块较上一交易日上涨4.04%，九鼎新材领涨。当日上证指数报收于 3940.95，上涨0.53%。深证成指报收于13486.42，上涨0.88%。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入11.91亿元，游资资金净流出4.98亿元，散户资金 净流出6.93亿元。玻璃玻纤板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002201 | 九鼎新材 | 10.29 | 10.05% | 21.23万 | 2.16亿 | | 603601 | 再升科技 | 11.03 | 9.97% | 217.61万 | 23.19亿 | | 002080 | 中材料技 | 40.36 | 6.46% | 106.51万 | 42.01亿 | | ...

证券代码：600586 证券简称：金晶科技 公告编号：临2025一050 山东金晶科技股份有限公司 九届四次董事会决议公告 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。 山东金晶科技股份有限公司于2025年12月19日以电话方式发出召开九届四次董事会的通知，会议于2025 年12月22日以通讯表决的方式召开，会议应到董事9名，实到董事8名，符合公司法和公司章程的规定。 董事长王刚先生主持了本次会议，经与会董事审议，一致形成如下决议： 一、《关于修改山东金晶科技股份有限公司章程》的议案 详见编号为临2025-051的《山东金晶科技股份有限公司关于公司章程修改说明的公告》。 同意8票，反对0票，弃权0票 二、通过《山东金晶科技股份有限公司关于召开2026年第一次临时股东会》的议案 详见编号为临2025-052的《山东金晶科技股份有限公司关于召开2026年第一次临时股东会的通知》。 同意8票，反对0票，弃权0票 特此公告 山东金晶科技股份有限公司 董事会 2025年12月22日 证券代码：600586 证券简称：金晶科技 公告编号 ...

关于公司董事离任的公告 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。 证券代码：600586 证券简称：金晶科技 公告编号：临2025-049 山东金晶科技股份有限公司 一、董事/高级管理人员离任情况 二、董事会审计委员会意见（如适用） 不适用 特此公告。 山东金晶科技股份有限公司董事会 2025年12月22日 证券代码：600586 证券简称：金晶科技 公告编号：临2025-051 山东金晶科技股份有限公司 （一）提前离任的基本情况 ■ （二）离任对公司的影响。 根据相关法律法规以及《公司章程》等有关规定，本次公司董事的提前离任未导致公司董事会低于法定 最低人数，不会影响公司董事会的运作和公司正常生产经营。为确保公司治理结构的完整性，决策机制 的连续性、稳定性，公司将尽快完成《公司章程》的修改工作。 关于公司章程修改说明的公告 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。 根据实际情况，拟对章程部分条款进行修改。具体修订内容对照如下： ■ ...