| | | 转债代码：113059 转债简称：福莱转债 福莱特玻璃集团股份有限公司 股东及董监高减持股份计划公告 本公司董事会、全体董事及相关股东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。 重要内容提示： ? 大股东、董监高、特定股东持股的基本情况 截至本公告披露之日，福莱特玻璃集团股份有限公司（以下简称"公司"）控 股股东、实际控制人、董事阮洪良先生持有公司股份 439,843,400 股(其中： 公司控股股东、实际控制人、董事姜瑾华女士持有公司股份 324,192,600 股（其 中 324,081,600 股 A 股，111,000 股 H 股），占公司当前总股本的比例为 13.8371%； 公司董事、副总裁魏叶忠先生持有公司股份 15,600,600 股，占公司当前总股本的 比例为 0.6659%；公司董事沈其甫先生持有公司股份 10,400,400 股，占公司当前 总股本的比例为 0.4439%；公司监事郑文荣先生持有公司股份 46,801,800 股，占 公 司 当 前 总 股 本 的 比 例 为 1.9976% ； 公 司 监 事 ...

香港交易及結算有限公司和香港證券交易有限公司不對本公告的內容負責，不對本公告的準確性 或完整性做任何聲明，也明確不對依賴本公告全部或任何部分內容而產生任何損失負擔任何責 任。 福萊特玻璃集團股份有限公司 Flat Glass Group Co., Ltd. （於中華人民共和國註冊成立的股份有限公司） （股份代號：6865） 截至二零二五年六月三十日止六個月的中期業績公告 福萊特玻璃集團股份有限公司（「本公司」）董事（「董事」）會（「董事會」）欣然宣佈本公司及其附屬公司 （統稱「本集團」）截至二零二五年六月三十日止六個月的未經審核綜合業績。本公告載有本公司截至 二零二五年六月三十日止六個月的中期報告（「中期報告」）全文，符合香港聯合交易所有限公司證券 上市規則有關中期業績初步公告隨附資料的相關規定。 於聯交所及本公司網站刊登二零二五年度的中期報告 本公告亦會刊登於聯交所(www.hkexnews.hk)及本公司(www.flatgroup.com.cn)網站，而載有上市規 則規定所有數據的本公司二零二五年度的中期報告，將於適當時候寄發予股東（如需）及分別刊登於 本公司及聯交所各自的網站。 承董事會命 福萊特玻璃 ...

南财智讯8月27日电，福莱特公告，公司控股股东、实际控制人、董事、监事及高级管理人员等多名股 东因个人资金需求，计划在2025年9月19日至2025年12月18日期间，通过集中竞价及/或大宗交易方式减 持公司无限售条件流通股合计不超过4998.06万股，占公司股份总数的2.1333%。减持价格视市场价格确 定，减持计划实施不会导致公司控制权发生变更，也不会对公司持续经营产生影响。 ...

每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 王晓波） 每经AI快讯，福莱特8月27日晚间发布公告称，截至本公告披露之日，福莱特玻璃集团股份有限公司控 股股东、实际控制人、董事阮洪良先生持有公司股份约4.4亿股(其中：约4.39亿股A股，约48万股H 股)，占公司当前总股本的比例为约18.77%；公司控股股东、实际控制人、董事姜瑾华女士持有公司股 份约3.24亿股（其中约3.24亿股A股，约11万股H股），占公司当前总股本的比例为约13.84%；公司董 事、副总裁魏叶忠先生持有公司股份约1560万股，占公司当前总股本的比例为0.6659%；公司董事沈其 甫先生持有公司股份约1040万股，占公司当前总股本的比例为0.4439%；公司监事郑文荣先生持有公司 股份约4680万股，占公司当前总股本的比例为1.9976%；公司监事沈福泉先生持有公司股份约3120万 股，占公司当前总股本的比例为1.3317%；公司监事祝全明先生持有公司股份约3120万股，占公司当前 总股本的比例为1.3317%；公司高级管理人员、副总裁韦志 ...

南财智讯8月27日电，福莱特发布2025年半年度报告，报告期实现营业收入77.37亿元，同比下降 27.66%；归属上市公司股东的净利润2.61亿元，同比下降82.58%；扣除非经常性损益后的归属于上市公 司股东的净利润2.27亿元，同比下降84.64%；基本每股收益0.11元。 ...

福莱特玻璃集团股份有限公司2025 年半年度报告 公司代码：601865 公司简称：福莱特 福莱特玻璃集团股份有限公司 2025 年半年度报告 1 / 181 福莱特玻璃集团股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人阮洪良、主管会计工作负责人蒋纬界及会计机构负责人（会计主管人员）金慧 萍声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 考虑到公司的资金需求，公司不进行2025年半年度股息分配。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披 ...

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the electric equipment and new energy industry [1]. Core Viewpoints - The report highlights that the electric equipment and new energy industry has shown stable market performance over the past year, with key developments including the establishment of national technical standards for humanoid robots led by UBTECH and the ongoing discussions to prevent price wars in the photovoltaic sector [1][3][4]. Summary by Sections Preferred Stocks - The report lists several preferred stocks with their ratings, including: - Aishuo Co., Ltd. (600732.SH) - Buy - B - Longi Green Energy (601012.SH) - Buy - B - Daqian Energy (688303.SH) - Buy - B - Fulete (601865.SH) - Buy - A - Hengdian East Magnet (002056.SZ) - Buy - A - Sungrow Power Supply (300274.SZ) - Buy - A - Canadian Solar (688472.SH) - Buy - A - Deyang Co., Ltd. (605117.SH) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A [2]. Industry Developments - UBTECH has led the approval of two national standards for humanoid robots, focusing on positioning navigation and human-machine interaction [3]. - A meeting held by the Ministry of Industry and Information Technology emphasized the importance of maintaining fair competition in the photovoltaic industry and called for the orderly exit of outdated production capacity [5]. - The China Photovoltaic Industry Association has proposed initiatives to strengthen industry self-discipline and maintain a fair market order [4]. Price Tracking - The report provides price tracking for various components in the photovoltaic supply chain: - Polysilicon prices remain stable at 44.0 CNY/kg [6]. - Silicon wafer prices are stable, with N-type wafers priced at 1.20 CNY/piece [7]. - Battery cell prices are also stable, with N-type cells priced at 0.290 CNY/W [8]. - Module prices for TOPCon dual-glass components are stable at 0.685 CNY/W [8]. - Glass prices for photovoltaic applications remain unchanged [8]. Investment Recommendations - The report recommends focusing on companies in various strategic directions: - BC new technology: Aishuo Co., Ltd., Longi Green Energy - Supply-side improvement: Daqian Energy, Fulete - Overseas layout: Hengdian East Magnet, Sungrow Power Supply, Canadian Solar, Deyang Co., Ltd. - Market-oriented electricity: Langxin Group - Domestic substitution: Quartz Co., Ltd. [9].

Investment Rating - The report maintains a "Recommended" investment rating for the renewable energy sector, indicating a positive outlook for the industry [7]. Core Insights - The report highlights significant improvements in the performance of the renewable energy sector, particularly in the photovoltaic (PV) and wind power segments, driven by national strategic initiatives aimed at reducing competition and enhancing industry stability [4][5]. - The photovoltaic industry is currently at the bottom of its cycle, with future policy measures expected to be critical in shaping the industry's trajectory towards high-quality development [4]. - The wind power sector is experiencing a favorable supply-demand structure, with increasing profitability among companies, particularly in offshore wind projects [4]. Weekly Market Review - From August 18 to August 22, 2025, the Shanghai Composite Index rose by 3.49%, while the Shenzhen Component Index and the ChiNext Index increased by 4.57% and 5.85%, respectively. The Shenwan Electric Power Equipment Index rose by 2.28%, underperforming the CSI 300 by 1.90 percentage points [2][13]. - Within sub-sectors, photovoltaic equipment saw a rise of 3.47%, while wind power equipment decreased by 0.90% [2][13]. Key Sector Tracking - Longi Green Energy reported a revenue of 32.8 billion yuan for the first half of 2025, a decline of 14.83% year-on-year, with a net loss of 2.569 billion yuan, significantly reduced from a loss of 5.23 billion yuan in the same period last year [3][34]. - The report emphasizes the importance of government subsidies and the impact of market pricing on operational losses within the photovoltaic sector [3][34]. Investment Recommendations - For the photovoltaic sector, the report suggests focusing on companies with clear alpha potential in the silicon material, glass, and battery segments, as well as new technologies and leading manufacturers [4]. - In the wind power sector, the report recommends attention to companies with strong performance in offshore wind projects and related supply chains, such as Goldwind Technology and Orient Cable [4]. Industry Performance Data - The report notes that the cumulative installed capacity of new energy storage in China reached 101.3 GW by mid-2025, marking a year-on-year growth of 110% [22]. - The average utilization hours of power generation equipment decreased by 188 hours compared to the previous year, indicating challenges in the overall energy market [26]. Company Announcements - EVE Energy reported a revenue increase of 30.06% year-on-year for the first half of 2025, driven by strong performance in both power and energy storage battery segments [24]. - JA Solar's net loss narrowed significantly, reflecting improved operational efficiency and market conditions [24]. Price Trends - The report provides insights into the price trends of key materials in the industry, including polysilicon and battery cells, indicating a general upward trend in prices due to supply constraints and increased demand [22][23].

福莱特最新一期业绩显示，截至2025一季报，公司营业总收入40.79亿元、同比减少28.76%，归属净利 润1.06亿元，同比减少86.03%，扣非净利润1.02亿元，同比减少86.56%，流动比率1.604、速动比率 1.430、资产负债率49.38%。 金融界消息 截至2025年8月25日收盘，福莱特（601865）报收于17.05元，上涨1.25%，换手率1.69%， 成交量32.18万手，成交金额5.48亿元。 资金流向方面，今日主力资金净流出1152.74万元，占比成交额2.1%。其中，超大单净流入976.48万 元、占成交额1.78%，大单净流出2129.23万元、占成交额3.88%，中单净流出流出3154.70万元、占成交 额5.75%，小单净流入4307.44万元、占成交额7.86%。 天眼查商业履历信息显示，福莱特玻璃集团股份有限公司，成立于1998年，位于嘉兴市，是一家以从事 非金属矿物制品业为主的企业。企业注册资本58572.982025万人民币，实缴资本58450.989125万人民 币。公司法定代表人为阮洪良。 通过天眼查大数据分析，福莱特玻璃集团股份有限公司共对外投资了24家企业， ...

Group 1 - The core viewpoint of the article highlights a positive trend in the photovoltaic sector, with several companies like Aiko Solar and Hongyuan Green Energy showing improved performance in the first half of the year, either reducing losses or turning profitable [1] - Companies such as GCL-Poly Energy (03800), Xinyi Solar (00968), and Flat Glass (06865) have seen their stock prices increase, indicating a bullish sentiment in the market [1] - The report from Everbright Securities indicates that recent bidding prices for components have risen significantly, which is expected to alleviate losses for manufacturing companies [1] Group 2 - The photovoltaic industry is undergoing a "de-involution" process, with adjustments in polysilicon prices being gradually accepted by the downstream market, suggesting that component prices may soon return to cost levels [1] - The industry is likely to maintain low production loads and low profit margins as a new norm, emphasizing the importance of both manufacturing and asset management in the sector [1] - There is a cautionary note regarding the potential impact of policy changes on the profitability of power station companies, particularly in relation to Document No. 136 and the manufacturing sector [1]