证券之星消息，11月6日玻璃玻纤板块较上一交易日上涨1.72%，中材科技领涨。当日上证指数报收于 4007.76，上涨0.97%。深证成指报收于13452.42，上涨1.73%。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) | | --- | --- | --- | --- | --- | --- | | 002080 | 中材科技 | 32.63 | 4.92% | 33.27万 | 10.70亿 | | 603256 | 宏和科技 | 33.17 | 2.57% | 25.79万 | 8.47 Z | | 600586 | 金晶科技 | 6.05 | 1.85% | 100.61万 | 6.09亿 | | 301526 | 国际复材 | 6.07 | 1.68% | 49.74万 | 3.00亿 | | 300196 | 长海股份 | 14.57 | 1.18% | 5.67万 | 8233.43万 | | 600176 | 中国巨石 | 15.90 | 0.95% | 24.98万 | 3.97亿 | | 000012 | 南 坡 A | ...

凯盛新能所属申万行业为：建筑材料-玻璃玻纤-玻璃制造。所属概念板块包括：小盘、太阳能、光伏玻 璃、央企改革、融资融券等。 截至9月30日，凯盛新能股东户数3.05万，较上期增加0.54%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，凯盛新能实现营业收入26.77亿元，同比减少27.55%；归母净利润-5.96亿元，同比减少 141.12%。 分红方面，凯盛新能A股上市后累计派现2590.00万元。近三年，累计派现0.00元。 11月5日，凯盛新能盘中上涨2.07%，截至13:15，报11.33元/股，成交4514.78万元，换手率1.02%，总市 值73.15亿元。 资金流向方面，主力资金净流入149.12万元，特大单买入267.31万元，占比5.92%，卖出350.03万元，占 比7.75%；大单买入547.48万元，占比12.13%，卖出315.65万元，占比6.99%。 凯盛新能今年以来股价涨19.39%，近5个交易日涨4.62%，近20日涨5.10%，近60日涨2.72%。 资料显示，凯盛新能源股份有限公司位于河南省洛阳市西工区唐宫中路9号，成立日期1996年8月7日， 上市日期19 ...

FF301 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01108 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 250,000,000 | RMB | | 1 | RMB | | 250,000,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 250,000,000 | RMB | | 1 | RMB | | 250,000,000 | 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10月31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. ...

Market Overview - The glass and fiberglass sector experienced a decline of 1.58% on November 4, with Honghe Technology leading the drop [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] Stock Performance - Key stocks in the glass and fiberglass sector showed varied performance, with Jin Jing Technology closing at 5.66, up 0.35%, and Honghe Technology closing at 32.69, down 2.97% [1][2] - The trading volume and turnover for major stocks included Jin Jing Technology with 1.3483 million shares traded and a turnover of 770 million yuan, while Honghe Technology had 179,700 shares traded with a turnover of 596 million yuan [1][2] Capital Flow - The glass and fiberglass sector saw a net outflow of 331 million yuan from institutional investors, while retail investors had a net inflow of 399 million yuan [2] - The capital flow for individual stocks indicated that major stocks like Honghe Technology and Jiu Ding New Materials experienced significant net outflows from institutional and speculative funds [3]

Core Insights - The photovoltaic industry in China is experiencing significant growth, with a projected 45% increase in new installed capacity in 2024 compared to the previous year, marking nearly a 20-fold increase since 2015 [1] - The "14th Five-Year Plan" emphasizes green transformation as a core goal, aiming to consolidate and expand the advantages of the wind and photovoltaic industries [1] - The industry is undergoing profound changes with the transition from P-type to N-type monocrystalline silicon technology, expected to capture over 96.9% market share by 2025, alongside advancements in TOPCon, HJT, and BC technologies [1] Industry Developments - A coalition of 17 major companies is being formed to address supply-side issues, focusing on the polysilicon segment through capacity coordination, quality grading, and self-discipline in production cuts [2] - The "anti-involution" policies initiated since mid-2025 have led to a significant expansion of participating entities and a notable recovery in product prices, with the polysilicon industry starting to increase prices above the comprehensive cost line in Q3 2025 [2] Related Companies - Key companies in the photovoltaic supply chain include GCL-Poly Energy (03800), Xinte Energy (01799), Flat Glass Group (601865), Xinyi Solar (00968), Fuyao Glass (600660), and CAISSA New Energy (600876) [3]

Market Overview - The glass fiber sector experienced a decline of 0.96% on October 31, with Honghe Technology leading the drop [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Notable gainers in the glass fiber sector included: - Shandong Glass Fiber (605006) with a closing price of 7.88, up 2.60% on a trading volume of 191,300 shares [1] - Jinjing Technology (600586) closed at 5.25, up 2.14% with a trading volume of 616,200 shares [1] - Yao Pi Glass (618009) closed at 8.46, up 2.05% with a trading volume of 277,100 shares [1] - Honghe Technology (603256) was the biggest loser, closing at 35.40, down 8.05% with a trading volume of 354,800 shares [2] Capital Flow - The glass fiber sector saw a net outflow of 20.64 million yuan from institutional investors and 41.69 million yuan from speculative funds, while retail investors had a net inflow of 62.34 million yuan [2] - Key capital flows for specific stocks included: - China Jushi (600176) had a net inflow of 71.31 million yuan from institutional investors [3] - International Composites (301526) saw a net inflow of 49.48 million yuan from institutional investors [3] - Jinjing Technology (002080) had a net inflow of 23.81 million yuan from institutional investors [3]

Core Viewpoint - The board of directors of Kaisheng New Energy Co., Ltd. has ensured the authenticity, accuracy, and completeness of the quarterly report, taking legal responsibility for its content [2][8]. Financial Data - The third-quarter financial statements have not been audited [3]. - The report period refers to the three months from the beginning to the end of the quarter [3]. Shareholder Information - The total number of ordinary shareholders and the number of preferred shareholders with restored voting rights, as well as the shareholding status of the top ten shareholders, are to be disclosed [5]. Board Meeting - The 11th Board of Directors held its third meeting on October 30, 2025, via telecommunication, with all nine directors present, complying with legal and regulatory requirements [9]. - The meeting approved the following resolutions: 1. The third-quarter report for 2025 [10]. 2. The establishment of a management system for the departure of directors and senior management [14]. 3. The establishment of a management system for securities held by directors and senior management [16]. 4. The establishment of a diversity policy for board members and employees [18]. 5. The establishment of a public opinion management system [20]. 6. The application for bank credit, including a total of 6.4 billion yuan in credit from various banks with different validity periods [22][23].

Group 1 - The company Kaisheng New Energy (SH 600876) announced on October 31 that its 11th third board meeting was held via teleconference on October 30, 2025, where it reviewed the proposal for establishing a "Public Opinion Management System" [1] - For the year 2024, the revenue composition of Kaisheng New Energy is projected to be 98.98% from new materials and 1.02% from other businesses [1] Group 2 - The article discusses the phenomenon of "negative electricity prices" in multiple regions, questioning why power plants are reluctant to shut down despite not making profits from electricity sales [1]

格隆汇10月30日丨凯盛新能(600876.SH)公布2025年第三季度报告，营业收入为10.03亿元，同比上升 40.15%；归属于上市公司股东的净利润为-1.47亿元；归属于上市公司股东的扣除非经常性损益的净利 润为-1.93亿元。 ...

Core Insights - The company reported a significant decline in revenue and an increase in net loss for the first three quarters of 2025 compared to the previous year [1] Financial Performance - Revenue for the first three quarters was approximately 2.677 billion yuan, representing a year-on-year decrease of 27.55% [1] - The net loss attributable to shareholders was about 596 million yuan, which is a year-on-year increase of 141.12% [1] - Basic loss per share was 0.92 yuan [1]