【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：刘静 HZ010） 格隆汇10月9日丨南玻Ａ(000012.SZ)公布，截至2025年9月30日，公司通过回购专用证券账户以集 中竞价交易方式累计回购公司A股股份38,191,671股，回购公司B股股份23,484,996股，合计占公司总股 本的比例为2.0086%。回购A股股份的最高成交价为5.04元/股（未超过本次回购方案限定的回购A股价 格上限7.53元/股），最低成交价为4.54元/股，累计支付的资金总额为人民币181,479,403.23元（不含印 花税、交易佣金等交易费用）。回购B股股份的最高成交价为1.94港元/股（未超过本次回购方案限定的 回购B股价格上限3.05港元/股），最低成交价为1.65港元/股，累计支付的资金总额为42,392,374.25港元 （按照2025年9月30日港元兑人民币汇率中间价1港元=0.91298元人民 ...

Core Viewpoint - The company, Nanfang Glass Industry Group Co., Ltd. (南玻Ａ), has conducted a share buyback program, repurchasing a total of 38,191,671 A-shares and 23,484,996 B-shares, representing 2.0086% of its total share capital [1] Summary by Category Share Buyback Details - The total number of A-shares repurchased is 38,191,671, with a maximum transaction price of 5.04 CNY per share and a minimum price of 4.54 CNY per share, totaling 181,479,403.23 CNY (excluding transaction fees) [1] - The total number of B-shares repurchased is 23,484,996, with a maximum transaction price of 1.94 HKD per share and a minimum price of 1.65 HKD per share, totaling 42,392,374.25 HKD, which converts to approximately 38,703,389.84 CNY (excluding transaction fees) [1] - The buyback is in compliance with relevant laws and regulations and aligns with the company's established buyback plan [1]

证券代码：000012；200012 证券简称：南玻 A；南玻 B 公告编号：2025-044 中国南玻集团股份有限公司 关于回购股份比例达到 2%暨回购股份进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 中国南玻集团股份有限公司（以下简称"公司"）分别于 2025 年 2 月 13 日、 2025 年 3 月 4 日召开了第九届董事会临时会议及 2025 年第一次临时股东大会， 会议审议通过了《关于回购公司部分人民币普通股（A 股）、境内上市外资股（B 股）股份方案的议案》。公司根据相关规定编制并披露了回购报告书，具体内容 详见 2025 年 3 月 25 日刊登于《中国证券报》《证券时报》《上海证券报》《证券 日报》和巨潮资讯网（www.cninfo.com.cn）的《关于回购公司部分人民币普通股 （A 股）、境内上市外资股（B 股）股份的报告书》。 公司回购股份的时间、数量、价格及集中竞价交易的委托时段符合《深圳证 券交易所上市公司自律监管指引第9号——回购股份》第十七条和第十八条的相 关规定。具体说明如下： 1、公司未在下列期间回购公司股份： ...

Core Viewpoint - The company has conducted a share buyback, acquiring a total of 38.19 million A-shares and 23.49 million B-shares, representing 2.0086% of its total share capital [1] Summary by Category Share Buyback Details - The company repurchased 38.19 million A-shares at a maximum price of 5.04 RMB per share and a minimum price of 4.54 RMB per share, with a total expenditure of 181 million RMB [1] - The company also repurchased 23.49 million B-shares at a maximum price of 1.94 HKD per share and a minimum price of 1.65 HKD per share, with a total expenditure of 42.39 million HKD, equivalent to approximately 38.70 million RMB [1]

Core Viewpoint - The report highlights a decline in China's tempered glass production, indicating a challenging market environment for the industry from 2025 onwards [1] Industry Summary - According to the National Bureau of Statistics, the production of tempered glass in China for August 2025 was 0.4 million square meters, representing a year-on-year decrease of 5% [1] - Cumulatively, from January to August 2025, the total production of tempered glass reached 3.4 million square meters, which is a decline of 9.4% compared to the previous year [1] - The report from Zhiyan Consulting provides insights into the supply and demand dynamics of the tempered glass industry in China from 2025 to 2031, suggesting a need for strategic adjustments by industry players [1] Company Summary - Listed companies in the tempered glass sector include Qibin Group (601636), Nanshan Glass A (000012), Fuyao Glass (600660), Jinjing Technology (600586), Kaisheng New Energy (600876), Yaopi Glass (600819), Shandong Pharmaceutical Glass (600529), and Yamaton (002623) [1]

2020-2025年1-8月中国夹层玻璃产量统计图 上市企业：旗滨集团（601636）,南玻Ａ（000012）,福耀玻璃（600660）,金晶科技（600586）,凯盛新能 （600876）,耀皮玻璃（600819）,山东药玻（600529）,亚玛顿（002623） 相关报告：智研咨询发布的《2025-2031年中国夹层玻璃行业市场现状调查及发展趋向研判报告》 根据国家统计局数据显示：2025年8月中国夹层玻璃产量为1443万平方米，同比增长6.6%；2025年1-8月 中国夹层玻璃累计产量为10610.5万平方米，累计增长6.6%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Core Points - Hongjun New Energy has signed a cooperation agreement with Saudi partners to establish a 6GW high-efficiency heterojunction component production base in Saudi Arabia, marking the company's first overseas factory since its establishment in 2023 [1] - The company is part of a trend where at least 15 Chinese photovoltaic companies have announced overseas factory plans since 2025, with total investments exceeding 20.4 billion yuan, primarily in the Middle East and surrounding regions [1][2] - The Middle East is becoming a favored destination for Chinese photovoltaic companies due to strong local demand for energy transition and favorable policy environments [11][12] Company Developments - Hongjun New Energy is a new player in the photovoltaic industry, focusing on the production and sales of heterojunction solar cells and components, with Gree Group as one of its shareholders [1] - Other companies, including He Guang Tong Cheng and Zhonghuan New Energy, are also planning to establish factories in the Middle East, indicating a broader trend of Chinese companies expanding their production capabilities internationally [6][7] Industry Trends - The trend of Chinese photovoltaic companies establishing overseas factories is largely driven by the need to escape domestic market saturation and seek new growth opportunities [10][14] - The Middle East's geographical advantage and the lack of trade barriers with Western markets make it an attractive location for Chinese companies to set up production facilities [11][12] - The total planned photovoltaic capacity in the Middle East and surrounding regions is approximately 276.6GW, indicating a potential oversupply and intense competition in the market [2][12] Technological Developments - The projects in the Middle East are primarily adopting n-type technology, with Hongjun New Energy's 6GW component base being the first heterojunction project in the region [8] - The photovoltaic glass industry is also seeing a shift, with several manufacturers planning to establish production lines in the Middle East to mitigate domestic overcapacity issues [9][10] Market Challenges - The rapid expansion of photovoltaic capacity in the Middle East may lead to market oversupply and increased competition, raising concerns about the sustainability of profit margins for companies operating in the region [10][12] - The industry must be cautious of repeating past mistakes seen in Southeast Asia, where trade barriers and investigations led to significant losses for Chinese companies [15]

证券日报网讯南玻A9月30日在互动平台回答投资者提问时表示，截至2025年9月19日，公司股东总数为 127758，其中A股股东总数为94757户，B股股东总数为33001户。 ...

Group 1 - The company stated that its Qinghai high-purity silicon project has a comprehensive energy consumption level that is at the forefront of the industry [1]

Market Overview - The glass and fiberglass sector increased by 1.24% on September 29, with Qibin Group leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Qibin Group (601636) closed at 7.04, up 3.23% with a trading volume of 592,100 shares and a turnover of 414 million yuan [1] - Changhai Co., Ltd. (300196) closed at 15.11, up 2.51% with a trading volume of 72,700 shares and a turnover of 109 million yuan [1] - China Jushi (600176) closed at 17.04, up 1.43% with a trading volume of 725,800 shares and a turnover of 1.224 billion yuan [1] - Other notable stocks include Zhongcailiao Technology (002080) at 34.27, up 1.90%, and Jinjing Technology (600586) at 4.99, up 1.01% [1] Capital Flow - The glass and fiberglass sector experienced a net outflow of 145 million yuan from institutional investors, while retail investors saw a net inflow of 232 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are increasing their positions [2] Individual Stock Capital Flow - Zhongcailiao Technology (002080) had a net outflow of 37.61 million yuan from institutional investors, while retail investors contributed a net inflow of 1.24 million yuan [3] - Jinjing Technology (600586) saw a net inflow of 11.07 million yuan from institutional investors, but retail investors had a net outflow of 0.45 million yuan [3] - North Glass Co., Ltd. (002613) experienced a net outflow of 3.61 million yuan from institutional investors, with retail investors contributing a net inflow of 2.36 million yuan [3]