| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 002201 | 九鼎新材 | 7.64 | 1.87% | | 12.68万 | 9617.30万 | | 601636 | 旗滨集团 | 6.22 | 1.14% | | 25.98万 | 1.61亿 | | 618009 | 耀皮玻璃 | 6.36 | 1.11% | | ● 16.38万 | 1.05亿 | | 600876 | 凯盛新能 | 11.03 | 1.01% | | 2.74万 | 3007.10万 | | 600586 | 金晶科技 | 5.12 | 0.79% | | 18.35万 | 9354.43万 | | 600176 | 中園巨石 | 12.39 | 0.73% | | 42.80万 | 5.28亿 | | 002613 | 北玻股份 | 4.00 | 0.50% | | 19.62万 | 7804.35万 | | 000012 | 南 玻 A | 4.77 | 0.42% | | 9.97万 | 4 ...

公告显示，2020年7月31日，南玻A全资子公司吴江南玻玻璃有限公司、东莞南玻太阳能玻璃有限公司，与隆基绿能的12家子公司，在西安签订了关于光伏 玻璃的销售协议，合同预估总金额约65亿元(含税)。 这份合同履行期限为五年，合同期限届满日为今年7月31日。从实际数据看，这笔订单的完成度较低。 公告披露，五年间，南玻A子公司向隆基股份子公司销售了包括2.0 mm超白浮法玻璃背板、3.2 mm钢化镀膜玻璃、2.0 mm半钢化镀膜玻璃及2.0 mm半钢化镀 釉打孔玻璃等在内的相关产品。 其中，2.0 mm超白浮法玻璃背板销售金额约1.47亿元，3.2 mm钢化镀膜玻璃销售金额约4.12亿元，2.0 mm半钢化镀膜玻璃销售金额约4.82亿元，2.0 mm半钢 化镀釉打孔玻璃销售金额约4亿元，产品销售金额合计为14.41亿元(含税)。 南玻A解释称，因部分产品价格上涨，叠加市场波动影响，隆基绿能调整内部采购策略等原因，导致公司与隆基绿能子公司的合同实际履行金额未达到双方 约定标准。 智通财经记者｜马悦然 五年前，南玻A(000012.SZ)与隆基绿能(601012.SH)签订的玻璃长单，履约情况不及预期。 8月1日晚，南 ...

从资金流向上来看，当日玻璃玻纤板块主力资金净流出2.73亿元，游资资金净流入3352.15万元，散户资 金净流入2.4亿元。玻璃玻纤板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603256 | 宏和科技 | 26.96 | 4.13% | 56.13万 | | 14.69 Z | | 002080 | 中材科技 | 27.75 | 2.25% | 44.52万 | | 12.25亿 | | 300196 | 长海股份 | 14.13 | 1.65% | ● 8.81万 | | 1.23亿 | | 002613 | 北玻股份 | 3.98 | 1.02% | ﯾﺎ ﮨﮯ 22.98万 | | 9074.04万 | | 605006 | 山东坡纤 | 7.44 | 0.95% | 8.93万 | | 6598.05万 | | 301526 | 国际复材 | 4.81 | 0.42% | 55.84万 | | 2.67亿 | | 600293 | 三峡新材 ...

Group 1 - Hebei Nanfang Glass Co., Ltd. and China Southern Glass Holding Co., Ltd. have obtained a patent for a "bidirectional extendable spool device" with the authorization announcement number CN113224592B, applied on June 2021 [1] - Hebei Nanfang Glass Co., Ltd. was established in 2007, located in Langfang City, with a registered capital of 48.066 million USD, and has participated in 10 bidding projects and holds 253 patents [1] - China Southern Glass Holding Co., Ltd. was established in 1984, located in Shenzhen, with a registered capital of 30,706.92107 million RMB, has invested in 50 companies, participated in 206 bidding projects, and holds 2,260 patents [1]

Buyback Progress - The company has approved a share buyback plan for both A-shares and B-shares, with adjustments made to the maximum buyback prices due to the 2024 annual equity distribution [1][2] - As of July 31, 2025, the company has repurchased a total of 33,034,797 A-shares and 14,581,596 B-shares, representing 1.5507% of the total share capital [3] - The total funds spent on repurchasing A-shares amounted to RMB 157,090,412.04, while B-shares totaled HKD 25,988,708.25, equivalent to RMB 23,670,255.59 [3] Contractual Agreement - The company signed a sales agreement for photovoltaic glass with Longi Green Energy Technology Co., Ltd., with an estimated total contract value of approximately RMB 6.5 billion [7] - From July 31, 2020, to July 31, 2025, the company has sold various glass products to Longi, with total sales amounting to RMB 144,097.59 million [8] - The actual performance of the contract has not met the agreed standards due to price increases and market fluctuations, but it will not adversely affect the company's financial performance [9]

Contract Overview - China Southern Glass Group Co., Ltd. signed a sales agreement with Longi Green Energy Technology Co., Ltd. and its subsidiaries on July 31, 2020, for photovoltaic glass, with an estimated total contract value of approximately 6.5 billion RMB (including tax) [1] - The contract duration is from July 31, 2020, to July 31, 2025, with the final settlement based on actual delivery quantities and order prices [1] Contract Progress - The company has sold various products to Longi's subsidiaries, including 2.0mm ultra-white float glass backboards and 3.2mm tempered coated glass, with total sales amounting to 1.4409759 billion RMB (including tax) [1] - The actual performance amount of the contract has not met the agreed standards due to price increases of some products and changes in Longi's internal procurement strategies [1] Impact on the Company - The expiration of the contract will not adversely affect the company's operating performance or financial status for the current year, and there is no harm to the interests of the company and its shareholders [2] - The company plans to organize and manage resources effectively to mitigate risks associated with major project execution and promote healthy and sustainable development [2]

Group 1 - China Foreign Transport plans to increase its stake in Antong Holdings by 300 million to 600 million yuan, with a maximum purchase price of 3.2 yuan per share [2] - Chipone Technology expects its revenue for the second quarter of 2025 to be approximately 584 million yuan, representing a quarter-on-quarter growth of 49.9% [1] - Nova Star Cloud intends to repurchase shares worth 75 million to 150 million yuan for employee stock ownership plans [5] Group 2 - Cangge Mining reported a 38.8% year-on-year increase in net profit for the first half of 2025, with a proposed cash dividend of 10 yuan per 10 shares [7] - Jiangfeng Electronics' subsidiary plans to purchase 97 machine tools for a total estimated value of 233 million yuan to expand production capacity [9] - Aorikin plans to invest approximately 442 million yuan in a new can production line in Thailand and 647 million yuan in Kazakhstan [10]

证券日报网讯 8月1日晚间，南玻A发布公告称，截至2025年7月31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33，034，797股。 （文章来源：证券日报） ...

每经AI快讯，8月1日，南玻A(000012.SZ)公告称，2020年7月31日至2025年7月31日，公司全资子公司向 隆基股份子公司销售了包括2.0mm超白浮法玻璃背板、3.2mm钢化镀膜玻璃、2.0mm半钢化镀膜玻璃及 2.0mm半钢化镀釉打孔玻璃等在内的相关产品，销售金额合计为14.41亿元。因部分产品价格上涨，叠 加市场波动影响，隆基股份调整内部采购策略等原因，导致公司与隆基股份子公司的合同实际履行金额 未达到双方约定标准。 ...

Core Viewpoint - The announcement indicates that the company has entered into a sales agreement with a subsidiary of Longi Green Energy, involving the sale of various glass products totaling 1.441 billion yuan (including tax) over a five-year period from July 31, 2020, to July 31, 2025 [1] Group 1 - The company’s wholly-owned subsidiaries, Wujiang South Glass Co., Ltd. and Dongguan South Glass Solar Glass Co., Ltd., are involved in the sales [1] - The products sold include 2.0mm ultra-white float glass backs, 3.2mm tempered coated glass, 2.0mm semi-tempered coated glass, and 2.0mm semi-tempered glazed perforated glass [1] - The total sales amount for these products is 1.441 billion yuan, which reflects a significant business transaction for the company [1]