香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依賴該 等內容而引致的任何損失承擔任何責任。 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） | 证券代码：601865 | 股票简称：福莱特 | 公告编号：2025-073 | | --- | --- | --- | | 转债代码：113059 | 转债简称：福莱转债 | | （股份代號：6865） 海外監管公告 本公告乃由福萊特玻璃集團股份有限公司（「本公司」）根據香港聯合交易所有限公司證券上市規則 第13.10B條作出。 以下為本公司於上海證券交易所網站刊登之《福萊特玻璃集團股份有限公司關於2025年第三季度業 績說明會情況的公告》，僅供參閱。 承董事會命 福萊特玻璃集團股份有限公司 董事長 阮洪良 中國浙江省嘉興市，二零二五年十一月十九日 在本公告之日，執行董事為阮洪良先生、姜瑾華女士、阮澤雲女士、魏葉忠先生和沈其甫先生， 獨立非執行董事為徐攀女士、杜健女士和吳幼 ...

| 证券代码：601865 | 股票简称：福莱特 公告编号：2025-073 | | --- | --- | | 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 关于 2025 年第三季度业绩说明会情况的公告 二、本次说明会投资者提出的主要问题及公司回复情况 本次说明会上，公司就投资者提出的问题给予了回复，现将主要问题及回复 整理如下： 问题 1：公司本期整体业绩水平如何？ 回复：尊敬的投资者，您好，我司第三季度归属于上市公司股东的净利润为 3.76 亿元，和去年同期的-2.03 亿元相比，大幅提升。感谢您对我司的关注！ 问题 2：对未来的发展有何展望？有哪些具体的战略规划？ 回复：尊敬的投资者，您好，我司将继续专注主业，不断通过提质增效，精 细化管理，研发投入以及拓展海外布局等方面构建核心竞争力，感谢您对我司的 关注！ 问题 3：技术创新和产业升级方面有哪些举措？ 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。 为便于广大投资者更全面深入地了解福莱特玻璃集团股份有限公司（以下简 称"公司"）2 ...

Core Viewpoint - The company announced a significant improvement in its third-quarter net profit, indicating a strong recovery and focus on core business operations [1] Financial Performance - The net profit attributable to shareholders for the third quarter reached 376 million yuan, a substantial increase compared to a net loss of 203 million yuan in the same period last year [1] Strategic Focus - The company plans to continue focusing on its main business by enhancing quality and efficiency through refined management practices [1] - There will be increased investment in research and development as well as technological innovation to improve product performance [1]

Group 1 - The company has technological reserves for TCO glass [1]

格隆汇11月19日丨福莱特(601865.SH)在互动平台表示，我司专注于光伏玻璃的生产和销售，暂未涉足 储能业务领域。 ...

格隆汇11月19日丨福莱特(601865.SH)在互动平台表示，我司拥有TCO玻璃的技术储备。 ...

Core Viewpoint - The company reported a decline in revenue and net profit for the first three quarters of 2025, but showed significant improvement in Q3, exceeding market expectations [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 12.464 billion yuan, a year-on-year decrease of 14.66%, and a net profit attributable to shareholders of 638 million yuan, down 50.79% year-on-year [1]. - In Q3 2025, the company realized revenue of 4.727 billion yuan, a year-on-year increase of 20.95% and a quarter-on-quarter increase of 29.22%. The net profit attributable to shareholders was 376 million yuan, turning profitable year-on-year and increasing 142.93% quarter-on-quarter [1]. Operational Insights - Q3 saw both volume and profit improve quarter-on-quarter, with an expected increase in photovoltaic glass sales driven by downstream component customers stocking up at lower prices, leading to a rapid decrease in inventory, which fell 38% quarter-on-quarter by the end of Q3 [1]. - The gross profit margin for Q3 was 16.8%, remaining stable quarter-on-quarter, with net profit per unit expected to improve [1]. - The recovery in profitability is attributed to several factors: the historical low prices of photovoltaic glass, rapid inventory reduction leading to price increases in September, lower raw material costs, and effective cost control measures [1][2]. Other Financial Metrics - The expense ratio during Q3 was 6.9%, a decrease of 0.6 percentage points quarter-on-quarter. Asset impairment losses were reversed by 80 million yuan, mainly due to the recovery in photovoltaic glass prices in September, positively impacting profits [2]. - By the end of Q3, construction in progress increased by 31.6% compared to the end of the previous year, primarily due to the construction of photovoltaic glass production lines in Anhui and Nantong, as well as cold repairs of the group's float glass production line [2]. Industry Outlook - The industry inventory has returned to a reasonable level, and with the expected rise in natural gas prices during the heating season, production costs are likely to be supported, leading to stable photovoltaic glass prices [2]. - The company maintains its leading position in the market despite competition from other firms like Jibang, with a steep cost curve and a focus on expanding overseas markets, which supports positive profit expectations [2].

Group 1 - Morgan Stanley increased its stake in Fuyao Glass (601865) by purchasing 1.602 million shares at a price of HKD 13.0217 per share, totaling approximately HKD 20.8608 million [1] - Following the acquisition, Morgan Stanley's total shareholding in Fuyao Glass reached approximately 62.8214 million shares, representing a holding percentage of 14.22% [1]

香港联交所最新资料显示，11月7日，上海宁泉资产管理有限公司减持福莱特（601865）玻璃 (06865)161.1万股，每股作价13.11港元，总金额约为2112.02万港元。减持后最新持股数目为2560.8万 股，最新持股比例为5.8%。 ...

（原标题：上海宁泉资产管理有限公司减持福莱特玻璃(06865)161.1万股 每股作价13.11港元） 智通财经APP获悉，香港联交所最新资料显示，11月7日，上海宁泉资产管理有限公司减持福莱特玻璃 (06865)161.1万股，每股作价13.11港元，总金额约为2112.02万港元。减持后最新持股数目为2560.8万 股，最新持股比例为5.8%。 ...