格隆汇9月26日丨旗滨集团(601636.SH)公布，近日，公司取得了中国工商银行股份有限公司湖南省分行 出具的《贷款承诺函》，工商银行湖南省分行承诺向旗滨集团提供回购股份专项贷款。贷款金额不超过 人民币9,000万元，专项用于回购公司股票。 ...

格隆汇9月26日丨旗滨集团(601636.SH)公布，近日，公司取得了中国工商银行股份有限公司湖南省分行 出具的《贷款承诺函》，工商银行湖南省分行承诺向旗滨集团提供回购股份专项贷款。贷款金额不超过 人民币9,000万元，专项用于回购公司股票。 ...

Summary of the Conference Call on Float Glass Industry Industry Overview - **Industry**: Float Glass - **Key Players**: Xinyi Glass, Kibing Glass, and other producers in the Shahe region [1][2] Core Insights - **Meeting Details**: The Ministry of Industry and Information Technology (MIIT) held a meeting with 12 float glass companies to address low price competition and discuss potential price increases of Rmb10-20 per weight case, equating to Rmb100-200 per ton [1] - **Price Increases**: Some float glass producers have already implemented a price increase of Rmb100 per ton effective immediately [1] - **Coal to Gas Conversion**: The meeting also covered the transition from coal to gas in the Shahe region, which may affect 2000-3000 tons per day of capacity that currently relies on coal and lacks gas transportation infrastructure. This transition could lead to production suspensions in the second half of 2025 and increase production costs by approximately Rmb100 per ton [1][2] Market Implications - **Supply Disruption**: The potential supply disruption from the coal to gas conversion, along with rising costs, could support float glass prices in the near term. Higher prices may encourage spot and futures traders to restock, despite weak demand from downstream property developers [2] - **Margin Improvement**: Increased prices could lead to improved margins for float glass manufacturers, positively impacting the share prices of Xinyi Glass and Kibing Glass [2] Additional Considerations - **Demand Dynamics**: There is currently weak demand from downstream property developers, which may affect the overall market for float glass [2] - **Investment Outlook**: The Greater China Materials sector is viewed as attractive, indicating potential investment opportunities within this industry [4] Risks and Valuation - **Valuation Methodology**: Xinyi Glass is evaluated using a residual income model with a cost of equity at 12.8% and a steady-state growth rate of 2% [7] - **Risks**: - Upside risks include improved downstream demand and faster-than-expected capacity expansion [10] - Downside risks involve worse-than-expected demand from the property market and potential margin squeezes from rising costs [11][10] This summary encapsulates the key points from the conference call regarding the float glass industry, highlighting the current market dynamics, potential price adjustments, and the implications for major players in the sector.

旗滨集团 20250925 摘要 光伏玻璃收入逼近浮法玻璃，预计 2025 年超越，旗滨集团光伏玻璃产 能迅速扩张，2024 年产量超 4 亿平米，预计 2025 年达 6 亿平米，扩 张速度显著。 反内卷政策推动光伏及浮法玻璃价格上涨，工信部座谈会后价格上调， 反映企业修复盈利诉求，但浮法玻璃行业集中度低，市场化出清为主， 政策或加速行业整合。 能效标杆政策提高行业能效标准，促使企业技术改造，加速不达标企业 退出，优化产业结构，提升竞争力，对小型或高成本企业构成挑战。 旗滨集团光伏玻璃规模已达行业第三，单线规模领先，成本控制受益于 石英砂自给率和天然气直供，浮法玻璃经验亦有助益，良品率高于行业 平均水平。 旗滨集团通过优化财务结构降低财务费用，提升盈利能力，预计 2025 年光伏玻璃盈利将显著提升，单平米净利润接近头部企业水平。 芯片封装用玻璃基板具低膨胀系数、低介电常数等优势，有望替代 ABF 载板，旗滨集团积极投入研发，或成新的增长点，但脆性及附着力问题 仍待解决。 维持旗滨集团 250 亿元目标市值，基于光伏玻璃盈利兑现，若浮法玻璃 供给侧改革或新型材料突破，市值或上调，关注光伏玻璃阿尔法兑现及 新型 ...

（原标题：今日看点｜国新办将举行介绍"十四五"时期就业和社会保障工作高质量发展成就新闻发布 会） 9月26日重点关注的财经要闻与资本市场大事： 1、国新办将举行介绍"十四五"时期就业和社会保障工作高质量发展成就新闻发布会 9月26日上午10时，国新办将举行"高质量完成'十四五'规划"系列主题新闻发布会，人力资源社会保障 部部长王晓萍介绍"十四五"时期就业和社会保障工作高质量发展成就，并答记者问。 2、2025人工智能计算大会将举行 6、美国8月个人支出月率、美国8月核心PCE物价指数等数据将公布。 （数据来源Wind，内容不构成任何投资建议） 9月26日，共有16家公司限售股解禁，合计解禁量为11.97亿股，按最新收盘价计算，合计解禁市值为 285.52亿元。 从解禁量来看，5家公司解禁股数超千万股。信科移动-U、紫燕食品、无线传媒解禁量居前，解禁股数 分别为6.38亿股、3.44亿股、1.17亿股。从解禁市值来看，5家公司解禁股数超亿元。合合信息、紫燕食 品、无线传媒解禁市值居前，解禁市值分别为118.01亿元、67.41亿元、53.9亿元。 4、14家公司披露回购进展 9月26日，14家公司共发布15个股 ...

重要的消息有哪些 1.商务部：向世贸组织提交了《中国关于世贸组织特殊和差别待遇问题的立场文件》 2025年9月24日，中国向世贸组织提交了《中国关于世贸组织特殊和差别待遇问题的立场文件》。 2.商务部对原产于墨西哥和美国的进口碧根果发起反倾销立案调查 据基金业协会数据，截至2025年8月底，我国境内公募基金管理机构共164家，其中基金管理公司149 家，取得公募资格的资产管理机构15家。以上机构管理的公募基金资产净值合计36.25万亿元。 商务部获得的初步证据和信息显示，原产于墨西哥和美国的进口碧根果以低于正常价值的价格向中国出 口销售，存在倾销。同时，该产品进入中国市场数量大幅增长，价格呈下降趋势，对中国国内产业同类 产品价格造成削减和抑制，中国国内产业遭受了实质损害，自墨西哥和美国进口产品的倾销与国内产业 实质损害之间存在因果关系。依据《中华人民共和国反倾销条例》第十八条的规定，商务部决定自2025 年9月25日起对原产于墨西哥和美国的进口碧根果进行反倾销立案调查，本次调查确定的倾销调查期为 2024年1月1日至2024年12月31日，产业损害调查期为2022年1月1日至2024年12月31日。 3.市场 ...

| | | 9月25日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 云南旅游 | 目前尚不具备机器人整机设计或生产能力 | | 签约项目 | 东方雨虹 | 拟6亿元投资建设东方雨虹上林县新材料产业链项目 | | 合同中标 | 宏润建设 | 联合体预中标13.6亿元工程项目 | | 股权转让 | 中曼石油 | 中曼海湾拟收购听华夏迪拜49%股权 | | 回购 | 旗滨集团 | 拟1亿元-2亿元回购股份 | | H股 | 双林股份 | 向香港联交所递交境外上市股份(B股)发行并上市申请并刊发申请资料 | | 增减持 | 百亚股份 | 控股股东、实际控制人的一致行动人拟减持不超过2%股份 | | 其他 | 翰宇药业 | 拟定增募资不超过9.68亿元 | | | 吉宏股份 | 预计前三季度扣非净利润同比增长65.72%-76.86% ら 1972 | 【热点】 云南旅游(002059.SZ)：目前尚不具备机器人整机设计或生产能力 龙星科技(002442.SZ)：拟投资建设炭黑尾气余热发电机组节能升级改造项目 东方雨虹(002271.SZ)：拟6亿元投资建 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601636 证券简称：旗滨集团 公告编号：2025-088 可转债代码：113047 可转债简称：旗滨转债 株洲旗滨集团股份有限公司 关于以集中竞价交易方式回购股份预案的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 回购股份用途：在未来适宜时机用于株洲旗滨集团股份有限公司（以下简称"公司"或"本公司"）员工 持股计划或股权激励，如公司未能在股份回购实施完成之后36个月内使用完毕已回购的股份，尚未使用 的已回购股份将予以注销； ● 回购股份价格：不超过人民币9.00元/股，不超过董事会通过回购股份决议前30个交易日公司股票交易 均价的150%； ● 回购的数量：依照回购价格上限测算,拟回购数量不低于1,100万股（含）且不超过2,200万股（含）， 最终回购数量以回购期间实际使用的回购资金总额与实际回购价格确定； ● 回购股份方式：拟通过上海证券交易系统以集中竞价交易的方式进行股份回购； 3、回购股份所需资金未能到位，导致回购方案无法实 ...

Group 1: Company Announcements - Yunnan Tourism (002059.SZ) currently lacks the capability for robot complete machine design or production [1] - Dongfang Yuhong (002271.SZ) plans to invest 600 million yuan in the construction of a new material industry chain project in Shanglin County [1] - Macro Construction (002062.SZ) is part of a consortium that has pre-won a 1.36 billion yuan engineering project [1] - Zhongman Petroleum (603619.SH) intends to acquire 49% equity in Xinhuaxia Dubai [1] - Qibin Group (601636.SH) plans to repurchase shares worth between 100 million to 200 million yuan [1] - Shuanglin Co., Ltd. (300100.SZ) has submitted an application for the issuance and listing of overseas listed shares (H shares) to the Hong Kong Stock Exchange [1] - Zhiya Co., Ltd. (002803.SZ) plans to reduce holdings by no more than 2% of shares by the controlling shareholder and actual controller's concerted actors [1] - Hanyu Pharmaceutical (300199.SZ) plans to raise no more than 968 million yuan through a private placement [2] - Jihong Co., Ltd. (002803.SZ) expects a year-on-year increase of 65.72% to 76.86% in net profit excluding non-recurring gains and losses for the first three quarters [2] Group 2: Project Investments - Longxing Technology (002442.SZ) plans to invest in the energy-saving upgrade and transformation project of carbon black tail gas waste heat power generation [1] - Changqing Group (002616.SZ) intends to invest in the second phase of the Maoming Changqing combined heat and power project and supporting pipeline engineering [1] Group 3: Contract Wins - Shiji Hengtong (301428.SZ) has won a project worth 1.065 billion yuan [1] - Beixin Road and Bridge (002307.SZ) has won a 430 million yuan engineering project [1] - State Grid Information and Communication (600131.SH) subsidiary has won a 605 million yuan project from the State Grid [1]

Group 1: Investment and Fundraising - Hanyu Pharmaceutical plans to raise no more than 968 million yuan for the development of semaglutide and other projects [1] - Ganfeng Lithium intends to introduce investors for a capital increase of up to 2.5 billion yuan [9] Group 2: Strategic Restructuring - Pingmei Shenma Holdings is undergoing a strategic restructuring as directed by the Henan provincial government, which will not affect the company's operations significantly [2][8] - Shennong Holdings is also involved in a strategic restructuring with no change in control or significant impact on operations [7][8] Group 3: Clinical Trials and Approvals - XinNuoWei's subsidiary received approval for clinical trials of a drug for treating mild Alzheimer's disease, marking a significant milestone in the development of biosimilar drugs [3] - Tainkang's subsidiary has received approval for clinical trials of CKBA cream for rosacea, a first-class innovative drug in China [4] - Baili Tianheng's drug, iza-bren, has been included in the list of breakthrough therapies, indicating its potential in treating advanced urinary tract cancer [5] Group 4: Contracts and Projects - Zhongyou Engineering signed an EPC contract worth 2.524 billion USD for a seawater pipeline project in Iraq, expected to positively impact future revenues [6]