截至本公告披露日，三棵树涂料股份有限公司（以下简称"公司"）实际控 制人、控股股东洪杰先生持有公司股份49,445.3628万股，占公司总股本的67.02%； 本次办理解除质押手续后，洪杰先生累计质押公司股份 11,074.2199 万股，占其 所持公司股份的 22.40%。 公司于 1 月 26 日接到洪杰先生的通知，获悉其将质押给华能贵诚信托有限 公司的 2,468.8455 万股无限售条件流通股办理了股份解除质押手续。现将相关情 况公告如下： | 股东名称 | 洪杰 | | --- | --- | | 本次解除质押股份 | 2,468.8455 万股 | | 占其所持股份比例 | 4.99% | | 占公司总股本比例 | 3.35% | | 解除质押时间 | 年 月 日 2026 1 26 | | 持股数量 | 万股 49,445.3628 | | 持股比例 | 67.02% | | 剩余被质押股份数量 | 万股 11,074.2199 | | 剩余被质押股份数量占其所持股份比例 | 22.40% | | 剩余被质押股份数量占公司总股本比例 | 15.01% | 一、股份被解除质押的情况 三棵树涂料股份 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经AI快讯，三棵树1月27日晚间发布公告称，截至本公告披露日，三棵树涂料股份有限公司实际控制 人、控股股东洪杰先生持有公司股份约4.94亿股，占公司总股本的67.02%；本次办理解除质押手续后， 洪杰先生累计质押公司股份约1.11亿股，占其所持公司股份的22.4%。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 王瀚黎） ...

三棵树公告称，1月26日，公司实际控制人、控股股东洪杰将质押给华能贵诚信托的2468.8455万股无限 售条件流通股办理解除质押。截至公告披露日，洪杰持有公司股份49445.3628万股，占总股本67.02%； 本次解除后，其累计质押公司股份11074.2199万股，占其所持公司股份22.40%，占总股本15.01%。 ...

在此次发布会上，"1+N"成为被反复提及的关键词。"1"代表涂料这一核心源点，"N"则指向产品体系、 服务场景和生态资源的多维延展。 据三棵树方面介绍，依托"七位一体"交付体系、自有品牌供应链和选品生态整合能力，"马上住"正在将 传统的墙面焕新，延伸为覆盖空间规划、材料选配、专业施工和后期维护的一站式焕新服务。这种模式 的核心，在于满足客户全屋焕新需求，为社区提供"就近焕新、省心焕新"的可落地范式。 过去多年，家装与涂料行业更多依赖新房交付周期；但随着新建商品房规模收缩，老房翻新、局部焕新 逐渐成为主流需求。数据显示，2024年全国30个重点城市二手房成交面积约2.3亿平方米，预计2025年 重涂与修缮市场规模或将达到6.1万亿元。 需求在增长，但痛点同样突出：传统装修工期长、流程复杂、环保风险难控，往往让"改善居住品质"变 成一项高成本、高不确定性的工程。在这样的背景下，"焕新"不再只是材料升级，而逐步演变为一项系 统性的生活服务。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 在家居消费从增量扩张转向存量焕新的背景下，围绕"如何把老房子住得更好"，一场新的行业竞逐正在 展开。 ...

Investment Rating - The report maintains an "Outperform" rating for the construction materials sector, indicating a positive outlook compared to the broader market [2] Core Views - A new round of urban renewal is beginning, which is expected to provide significant opportunities in the consumer building materials sector, effectively countering the decline in new housing market demand [8] - The report highlights that after a prolonged downturn in the real estate sector, profitability in various segments of the construction supply chain is starting to recover, particularly for leading companies that have undergone strategic adjustments [8] - The report emphasizes the potential for price increases in certain segments, such as waterproofing and coatings, as companies respond to improved market conditions [8] Summary by Sections Cement - The cement market is entering a seasonal downturn, with demand expected to decline. The average shipment rate for major regions has dropped to 29%, a decrease of approximately 10 percentage points [27][34] - The national average price for cement remains stable at around 353 RMB per ton, with minor fluctuations observed in specific regions [28][34] - The report suggests that after the Spring Festival, demand may recover as new key projects are expected to commence, potentially stabilizing prices [34] Glass - The glass market is also experiencing a decline in demand, with production capacity decreasing to approximately 14.95 million tons, the lowest in recent years [53] - The average price for float glass has increased slightly to 1,139 RMB per ton, with inventory levels decreasing [38] - The report indicates that the glass industry is facing profitability challenges, leading to accelerated production line cold repairs, which may help stabilize the market [53] Fiberglass - The fiberglass market is seeing stable pricing for both roving and electronic fabrics, with the price of 7628 electronic fabric currently at approximately 4.4-4.85 RMB per meter [55] - The report anticipates continued high demand for electronic fabrics, supported by structural adjustments and a shortage of high-end products [55] - Key recommendations include focusing on leading companies like China Jushi, with additional attention on International Composite Materials and Zhongcai Technology [55] Carbon Fiber - Carbon fiber prices are expected to remain stable in the short term, with the rapid development of commercial aerospace potentially driving new demand [55] - The report notes that the current price stability is a necessary step for increased market penetration, with significant growth expected in the aerospace sector [55] Consumer Building Materials - The report highlights the resilience of consumer building materials, with leading companies like Sanke Tree and Rabbit Baby showing strong growth potential as they emerge from profitability challenges [8] - The urban renewal initiative is expected to create substantial market opportunities, particularly for high-quality consumer building materials [8]

Investment Rating - The report maintains a rating of "Buy" for key stocks in the construction materials sector, including Yao Pi Glass, Yinlong Co., Puyang Co., San Ke Tree, and Bei Xin Materials, while recommending "Hold" for Wei Xing New Materials [7]. Core Insights - The construction materials sector saw a significant increase of 7.50% from January 19 to January 23, 2026, outperforming the Shanghai and Shenzhen 300 index by 8.17% [12]. - The Ministry of Housing and Urban-Rural Development emphasized urban renewal, focusing on the renovation of old urban communities, complete community construction, and the transformation of small public spaces [1]. - The report highlights a decrease in local government bond issuance, indicating a potential easing of fiscal pressure and a chance for corporate balance sheet recovery, which may accelerate municipal engineering projects [1]. - The glass industry is approaching a supply-demand balance due to accelerated cold repairs, while photovoltaic glass companies are reducing production to alleviate supply conflicts [1]. - The cement industry is experiencing a demand bottoming process, with increased off-peak production efforts and a focus on regional demand driven by large infrastructure projects [1]. Summary by Sections Cement Industry Tracking - As of January 23, 2026, the national cement price index was 345.33 CNY/ton, down 0.5% week-on-week, with a total cement output of 2.3795 million tons, a decrease of 10.04% [18]. - The cement clinker kiln line capacity utilization rate was 42.42%, up 1.72 percentage points from the previous week [18]. - The market is facing a complex situation influenced by weather, funding constraints, and environmental regulations, leading to a projected weakening of demand as the Spring Festival approaches [18]. Glass Industry Tracking - The national average price of float glass as of January 22, 2026, was 1138.82 CNY/ton, with a slight increase of 0.05% week-on-week [35]. - The inventory of raw glass in 13 provinces was 49.77 million weight boxes, showing a decrease of 90,000 weight boxes from the previous week [35]. - The market is expected to maintain a stable price trend in the short term, with potential supply-side changes to monitor [35]. Fiberglass Industry Tracking - The price of non-alkali roving remained stable, with demand continuing to show weakness and inventory levels remaining high [6]. - The average production cost for carbon fiber was 112,500 CNY/ton, with a negative profit margin indicating insufficient profit space in the industry [6]. Consumer Building Materials - The demand for consumer building materials is showing signs of weak recovery, with upstream raw material prices for aluminum alloy, styrene, and natural gas increasing week-on-week [6]. - The report recommends continued attention to companies benefiting from second-hand housing and renovation policies, highlighting their potential for market share growth [1].

Investment Rating - The report maintains a "Buy" rating for key stocks in the construction materials sector, including Yao Pi Glass, Yinlong Co., Puyang Co., San Ke Tree, and Bei Xin Materials, while recommending "Hold" for Wei Xing New Materials [7]. Core Insights - The construction materials sector saw a significant increase of 7.50% from January 19 to January 23, 2026, outperforming the Shanghai and Shenzhen 300 index by 8.17% [12]. - The Ministry of Housing and Urban-Rural Development emphasized urban renewal, focusing on the renovation of old urban communities, complete community construction, and the transformation of small public spaces [1]. - The report highlights a decrease in local government bond issuance, indicating a potential easing of fiscal pressure and a chance for municipal engineering projects to accelerate [1]. - The glass industry is approaching a supply-demand balance, with a focus on the photovoltaic glass sector amid production cuts to alleviate supply tensions [1]. - The cement industry is experiencing a demand downturn, with prices fluctuating around the breakeven point, while supply-side improvements are anticipated [1]. Summary by Sections Cement Industry Tracking - As of January 23, 2026, the national cement price index was 345.33 CNY/ton, down 0.5% week-on-week, with a significant drop in cement output and supply [18]. - The capacity utilization rate for cement clinker kilns was 42.42%, reflecting a 1.72 percentage point increase from the previous week [18]. - The report notes a complex market situation influenced by weather, funding constraints, and environmental regulations, leading to a projected weakening in demand as the Spring Festival approaches [18]. Glass Industry Tracking - The average price of float glass as of January 22, 2026, was 1138.82 CNY/ton, with a slight increase of 0.05% week-on-week [35]. - Inventory levels for float glass showed a decrease of 9 million weight boxes compared to the previous week, but a year-on-year increase of 1188 million weight boxes [35]. - The report anticipates stable pricing in the short term, with potential policy changes affecting supply dynamics [35]. Fiberglass Industry Tracking - The market for fiberglass remains stable, with no significant changes in production capacity or pricing observed [6]. - Demand for high-end electronic yarns is expected to remain strong, while ordinary products may see moderate price increases [6]. Consumer Building Materials - The consumer building materials sector is experiencing a weak recovery, with rising prices for upstream raw materials such as aluminum and natural gas [6]. - The report emphasizes the potential for long-term market share growth in consumer building materials due to ongoing renovation demand [1]. Carbon Fiber Industry Tracking - The carbon fiber market is stable, with production rates and costs remaining consistent, although profit margins are under pressure [6]. - Import and export data indicate a net import of carbon fiber products, with significant price differentials between imports and exports [6].

内容概要：在我国，水泥基渗透结晶型防水材料从80年代末期开始应用，目前此类材料的应用已经比较 广泛，并且国家对此类材料已经制定了明确的标准，即GB18445-2001。由于此类防水材料在其防水性 能和施工工艺上有其他种类防水材料所不可替代的优点，所以这类材料必将被越来越多的人所接受。数 据显示，2020-2021年中国水泥基渗透结晶型防水材料市场规模呈现上升趋势，但2022年受房地产市场 持续调整影响，水泥基渗透结晶型防水材料行业需求显著下降，市场规模同比下降4.8%。随后2023年 在国家政策积极推动老旧小区改造，以及全国基础设施建设投资增加影响，行业需求逐渐回升，市场规 模逐渐上涨。2024年中国水泥基渗透结晶型防水材料市场规模达到96.60亿元，同比上涨3.8%。 相关上市企业：东方雨虹（002271）、三棵树（603737）、科顺股份（300737）、凯伦股份（300715） 等。 相关企业：北京城荣防水材料有限公司、盐城雨辰新型建材有限公司、璞耐特（大连）科技有限公司、 张家港市福明防水防腐材料有限公司、江苏诺亚建材科技有限公司、广东福地斯绿色环保科技有限公 司、领浮实业(上海)有限公司、北京德昌伟 ...

证券日报网讯 1月23日，三棵树发布公告称，公司控股股东洪杰于1月22日解除质押给兴业国际信托700 万股、国泰海通证券423.22万股，分别占其持股1.42%和0.86%，解押后仍质押13543.0654万股，占其持 股27.39%。 （文章来源：证券日报） ...

（记者 曾健辉） 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 每经AI快讯，三棵树1月23日晚间发布公告称，截至本公告披露日，三棵树涂料股份有限公司实际控制 人、控股股东洪杰先生持有公司股份约4.94亿股，占公司总股本的67.02%；本次办理解除质押手续后， 洪杰先生累计质押公司股份约1.35亿股，占其所持公司股份的27.39%。 ...