证券日报网讯12月19日，凯盛新能（600876）在互动平台回答投资者提问时表示，公司2025年前三季度 营业总收入26.77亿元，期末净资产38.82亿元。其中第三季度营业总收入10.03亿元，同比上升40.15%； 归母净利润为-1.47亿元，同比上升23.50%；扣非净利润为-1.93亿元，同比上升6.41%。目前公司营业收 入、净资产等相关财务指标均不触及《上海证券交易所股票上市规则》规定的财务类强制退市情形。公 司经营亏损的主要原因在于光伏行业延续"供强需弱"格局，产能利用率持续回落，市场价格长期低位运 行，导致利润率大幅收缩。公司采取的应对措施主要包括：响应行业"反内卷"政策措施，主动实施减 产；优化产能产线布局，合理控制产能投放节奏，提高成本管控能力；采取有效措施处置闲置低效资 产，回笼资金；严控带息负债规模，压缩资本开支，降低财务杠杆等。 ...

Market Overview - The glass fiber sector increased by 2.59% on December 17, with Zhongcai Technology leading the gains [1] - The Shanghai Composite Index closed at 3870.28, up 1.19%, while the Shenzhen Component Index closed at 13224.51, up 2.4% [1] Stock Performance - Zhongcai Technology (002080) closed at 35.10, up 5.50%, with a trading volume of 777,200 shares and a turnover of 2.643 billion [1] - Honghe Technology (603256) closed at 35.35, up 5.30%, with a trading volume of 259,300 shares and a turnover of 888 million [1] - International Composite (301526) closed at 6.80, up 4.29%, with a trading volume of 1,706,100 shares and a turnover of 1.142 billion [1] - Other notable stocks include China Jushi (600176) at 15.30, up 1.86%, and Shandong Glass Fiber (605006) at 7.07, up 1.73% [1] Capital Flow - The glass fiber sector saw a net inflow of 428 million from institutional investors, while retail investors experienced a net outflow of 379 million [2] - The main stocks with significant net inflows include Zhongcai Technology with 313 million and International Composite with 151 million [3] - Retail investors showed a notable outflow from stocks like Honghe Technology, with a net outflow of 98.43 million [3]

2020-2025年1-10月中国夹层玻璃产量统计图 上市企业：旗滨集团（601636）,南玻Ａ（000012）,福耀玻璃（600660）,金晶科技（600586）,凯盛新能 （600876）,耀皮玻璃（600819）,山东药玻（600529）,亚玛顿（002623） 相关报告：智研咨询发布的《2026-2032年中国夹层玻璃行业市场现状调查及发展趋向研判报告》 根据国家统计局数据显示：2025年10月中国夹层玻璃产量为1344万平方米，同比下降9.1%；2025年1-10 月中国夹层玻璃累计产量为13423万平方米，累计增长4.6%。 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。 ...

呈交日期: 2025年12月1日 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 凱盛新能源股份有限公司 | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | A股 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 395,674,963 | | 0 | | 395,674,963 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 395,674,963 | | 0 | | 395,674,963 | 第 2 頁 共 10 頁 v 1.1.1 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | ...

Market Overview - The glass and fiberglass sector increased by 0.59% compared to the previous trading day, with Zai Sheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Zai Sheng Technology (603601) closed at 5.06, up 6.30% with a trading volume of 736,000 shares and a turnover of 367 million yuan [1] - Sanxia New Material (600293) closed at 3.17, up 4.62% with a trading volume of 671,100 shares and a turnover of 212 million yuan [1] - Qibin Group (601636) closed at 6.10, up 2.18% with a trading volume of 774,000 shares and a turnover of 473 million yuan [1] - Other notable stocks include Kaisheng New Energy (600876) at 10.18, up 1.90%, and North Glass (002613) at 3.86, up 1.31% [1] Capital Flow - The glass and fiberglass sector saw a net inflow of 5.0468 million yuan from institutional investors, while retail investors contributed a net inflow of 68.8737 million yuan [2] - Conversely, speculative funds experienced a net outflow of 73.9205 million yuan [2] Individual Stock Capital Flow - Zhongcai Technology (002080) had a net inflow of 34.999 million yuan from institutional investors, while it faced a net outflow of 53.912 million yuan from speculative funds [3] - Zai Sheng Technology (603601) recorded a net inflow of 22.1793 million yuan from institutional investors, with a net outflow of 17.7831 million yuan from speculative funds [3] - Sanxia New Material (600293) saw a net inflow of 21.4818 million yuan from institutional investors, while retail investors had a net outflow of 26.2026 million yuan [3]

转自：中国证券报·中证网 中证报中证网讯（王珞）11月26日，以"治善致远 绿动未来"为主题的2025年金牛企业可持续发展论坛暨第三届国新杯·ESG金牛奖颁奖典礼在江苏苏州举 行。本次大会由中国证券报、中国国新控股有限责任公司主办，国新证券承办，苏州工业园区城市发展研究院全面战略支持。备受瞩目的ESG金牛奖榜单揭 晓，凯盛新能凭借在ESG领域的创新实践及优异成绩荣获"ESG乡村振兴金牛奖"。 凯盛新能荣获"ESG乡村振兴金牛奖"（图片来源：中国证券报） ESG金牛奖是中国证券报针对企业ESG表现开展的评价评奖品牌。第三届国新杯·ESG金牛奖延续了金牛奖系列评选"公开、公平、公正"的核心原则，以更严 谨、更科学的评价体系，筛选资本市场ESG实践的"领跑者"，激励更多企业投身可持续发展浪潮。本届ESG金牛奖共设置"ESG金牛奖百强""ESG卓越央企金 牛奖""ESG碳中和金牛奖""ESG科技引领金牛奖""ESG治理金牛奖""ESG乡村振兴金牛奖"及"ESG新锐金牛奖"七大奖项。 INA SECURITIES 在行业遴选和奖项设置方面，评审委员会充分借鉴中国国新ESG评价方法论与国资委研究中心课题成果，从财务重要性 ...

Market Overview - The glass and fiberglass sector increased by 4.57% on November 25, with China National Materials leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up 0.87%, while the Shenzhen Component Index closed at 12777.31, up 1.53% [1] Stock Performance - China National Materials (002080) closed at 32.64, up 10.01% with a trading volume of 349,200 shares and a transaction value of 1.118 billion [1] - Honghe Technology (603256) closed at 31.92, up 9.99% with a trading volume of 196,400 shares and a transaction value of 610 million [1] - Other notable performers include: - Zaiseng Technology (603601) at 4.69, up 4.69% [1] - International Composite Materials (301526) at 5.72, up 3.25% [1] - Jiuding New Materials (002201) at 8.18, up 2.38% [1] Capital Flow - The glass and fiberglass sector saw a net inflow of 485 million from institutional investors, while retail investors experienced a net outflow of 284 million [2] - The main capital flow details include: - Honghe Technology had a net inflow of 22.9 million from institutional investors [3] - China National Materials had a net inflow of 21 million from institutional investors [3] - International Composite Materials had a net inflow of 14.1 million from institutional investors [3]

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600586 | 金晶科技 | 794.16万 | 3.35% | 278.63万 | 1.18% | -1072.79万 | -4.53% | | 600876 | 凯盛新能 | -126.44万 | -2.06% | 276.29万 | 4.51% | -149.85万 | -2.44% | | 000012 | 南 玻 A | -165.80万 | -1.67% | 679.62万 | 6.85% | -513.83万 | -5.18% | | 605006 山东玻纤 | | -629.84万 | -11.41% | 46.05万 | 0.83% | 583.79万 | 10.58% | | 002201 | 九鼎新材 | -807.62万 | -3.39% | -102.96万 | -0.43% | 910.58万 | 3.83% | | 600293 | 三峡新 ...

Market Overview - The glass and fiberglass sector experienced a decline of 0.58% on November 18, with Qibin Group leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - Notable stock performances included: - Yao Pi Glass: Closed at 9.28, up 1.09% with a trading volume of 280,400 shares and a turnover of 260 million yuan [1] - Honghe Technology: Closed at 30.47, up 1.06% with a trading volume of 134,300 shares and a turnover of 411 million yuan [1] - Qibin Group: Closed at 6.26, down 3.69% with a trading volume of 410,900 shares and a turnover of 260 million yuan [2] Capital Flow - The glass and fiberglass sector saw a net outflow of 142 million yuan from main funds, while retail funds had a net inflow of 64.7 million yuan [2] - The capital flow for individual stocks showed varied trends, with China Jushi experiencing a main fund net inflow of 18.7 million yuan [3] Individual Stock Capital Flow - Key individual stock capital flows included: - China Jushi: Main fund net inflow of 18.7 million yuan, retail net outflow of 357,270 yuan [3] - Jinjing Technology: Main fund net inflow of 4.1 million yuan, retail net inflow of 1.3 million yuan [3] - North Glass: Main fund net outflow of 5.0 million yuan, retail net inflow of 586,550 yuan [3]

每经AI快讯，光伏股集体走低，截至发稿，凯盛新能(01108.HK)跌3.94%，报4.15港元；新特能源 (01799.HK)跌3.14%，报8.03港元；信义能源(03868.HK)跌3.88%，报1.24港元；福莱特玻璃(06865.HK) 跌2.77%，报11.93港元；信义光能(00968.HK)跌2.72%，报3.57港元。 ...