证券代码：000012；200012 证券简称：南玻 A；南玻 B 公告编号：2026-001 中国南玻集团股份有限公司 截至 2025 年 12 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 52,838,338 股，回购公司 B 股股份 28,223,296 股，合计 占公司总股本的比例为 2.6398%。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 249,974,737.84 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 50,989,016.13 港元（按照 2025 年 12 月 31 日港元兑人民币汇 率中间价 1 港元=0.90322 元人民币换算，累计支付的资金总额为人民币 46,054,299.15 元，不含印花税、交易佣金等交易费用）。本次回购符合相 ...

Core Insights - The photovoltaic sector experienced a rebound due to three factors: price bottoming out, policy-driven capacity reduction, and high demand growth [1] - Major silicon wafer companies raised prices significantly, with N-type silicon wafer prices increasing by 2.6% to 9.2% [1] - The National Development and Reform Commission announced plans to eliminate inefficient capacity in the photovoltaic industry, improving long-term profitability expectations [1] - As of the end of November, China's solar installed capacity reached 116 million kilowatts, a year-on-year increase of 41.9% [1] Company Insights - JunDa Co., a leading photovoltaic battery company, focuses on technological innovation and has achieved a laboratory efficiency of over 32% for perovskite tandem batteries, positioning itself for overseas market expansion [1] - The company plans to increase its overseas sales to over 50% by Q3 2025, with North America being a key market for expansion [1] - JunDa is also investing in space perovskite battery technology through its investment in Shangyi Optoelectronics, targeting the aerospace market [1] - Dongfang Risen has developed the Hyper-ion HJT module, achieving a maximum power of 741W and a conversion efficiency of 23.90%, with over 10GW shipped [2] - The company aims to maintain its market advantage through continuous technological advancements and cost control measures [2] - Xiexin Integrated has developed a dual-source heat pump system that operates in extreme low temperatures, improving energy efficiency by approximately 25% compared to traditional systems [4] - The company is focusing on technological innovation and cost reduction to enhance its core competitiveness amid rising material costs [4] - Zhonglai Co. produces TOPCon batteries for high-efficiency photovoltaic modules, which can be applied in various photovoltaic power plants [5] - SunPower has begun exporting photovoltaic products to Europe and plans to expand into overseas markets, particularly along the Belt and Road Initiative [5] - Nanfang Glass has established a photovoltaic glass manufacturing base in Egypt to enhance its international competitiveness and align with the Belt and Road Initiative [7] - The company aims to integrate resources related to "new energy materials" to strengthen its platform functionality and core competitiveness [7][8]

Group 1 - The core point of the article is that as of December 19, 2025, the total number of shareholders for the company Nanbo A is 125,141, with 92,650 A-shareholders and 32,491 B-shareholders [1]

Core Viewpoint - The company emphasizes that its stock price is influenced by multiple factors, including market conditions and investor expectations, and encourages rational investment practices among investors [1] Group 1: Company Operations - The company is committed to steady operations and aims to continuously enhance its lean production and intelligent manufacturing capabilities [1] - The focus on improving production levels is intended to ensure the healthy development of various industries within the company [1] - The company aims to enhance its intrinsic value through these operational improvements [1]

Market Overview - The glass fiber sector experienced a decline of 1.83% on December 29, with Jiuding New Materials leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable stock performances in the glass fiber sector include: - Honghe Technology: Closed at 38.02, up 1.12%, with a trading volume of 238,900 shares and a transaction value of 898 million [1] - Shandong Glass Fiber: Closed at 7.48, up 0.67%, with a trading volume of 65,300 shares and a transaction value of 48.48 million [1] - Jiuding New Materials: Closed at 11.21, down 9.96%, with a trading volume of 1,544,900 shares and a transaction value of 1.787 billion [2] Capital Flow - The glass fiber sector saw a net outflow of 1.142 billion from institutional investors, while retail investors had a net inflow of 850 million [2] - The capital flow for specific stocks indicates: - Jiuding New Materials had a significant net outflow of 4.216 million from institutional investors [3] - Shandong Glass Fiber experienced a net inflow of 535.81 thousand from institutional investors [3] Summary of Individual Stocks - Key stocks in the glass fiber sector and their respective capital flows include: - Jiuding New Materials: -4.216 million from institutions, -9.96% change [2][3] - Shandong Glass Fiber: +535.81 thousand from institutions, +0.67% change [2][3] - China Jushi: -3.01% change with a transaction value of 898 million [2]

证券代码：000012；200012 证券简称：南玻 A；南玻 B 公告编号：2025-058 中国南玻集团股份有限公司 关于公司涉及诉讼的进展公告 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。 一、案件基本情况 公司将持续关注诉讼的后续进展情况，并按照相关法律法规及时履行信息披 露义务。公司指定的信息披露媒体为《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），敬请广大投资者关注公司 相关公告，注意投资风险。 特此公告。 2025年12月26日，公司（2025）粤0305民初36230号案代理律师向公司转递 了中山润田投资有限公司在微法院提交的（2025）粤0305民初36230号案的《民 事上诉状》，上诉人中山润田投资有限公司因不服深圳市南山区人民法院就上诉 人与被上诉人中国南玻集团股份有限公司公司决议撤销纠纷一案作出的（2025） 粤0305民初36230号《民事判决书》而提起上诉，上诉请求为："1.请求法院撤 销（2025）粤0305民初36230号《民事判决书》的判决，改判撤销中国南玻集团 股份有 ...

Group 1 - The company, Nanfang Glass (南玻Ａ), currently does not have any glass products applied in the aerospace field [1]

Market Performance - The glass and fiberglass sector increased by 0.24% compared to the previous trading day, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Stock Performance - Jiuding New Materials (002201) closed at 12.45, up 9.98% with a trading volume of 437,000 shares and a transaction value of 544 million [1] - Zais Technology (603601) also rose by 9.98% to close at 13.34, with a trading volume of 4.43 million shares and a transaction value of 5.795 billion [1] - Other notable performers include Sanxia New Materials (600293) up 5.66% and Jinjing Technology (600586) up 2.10% [1] Capital Flow - The glass and fiberglass sector experienced a net outflow of 1.389 billion from institutional investors, while retail investors saw a net inflow of 1.149 billion [2] - The overall capital flow indicates that retail investors are actively buying into the sector despite the institutional outflow [2] Individual Stock Capital Flow - Sanxia New Materials (600293) had a net inflow of 21.0753 million from institutional investors, while retail investors contributed a net inflow of 1.824 million [3] - Jiuding New Materials (002201) saw a net outflow of 17.2338 million from institutional investors but a net inflow of 12.6057 million from retail investors [3] - Other stocks like Yao Pi Glass (618009) and Changhai Co. (300196) faced significant net outflows from both institutional and retail investors [3]

Group 1 - The glass and fiberglass sector increased by 0.17% on December 25, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - Jiuding New Materials saw a closing price of 11.32, with a significant increase of 10.01% and a trading volume of 65,200 shares, amounting to 73.80 million yuan [1] Group 2 - The glass and fiberglass sector experienced a net outflow of 294 million yuan from institutional investors, while retail investors saw a net inflow of 432 million yuan [2] - The trading data indicates that Jiuding New Materials had a net inflow of 30.28 million yuan from institutional investors, representing 41.03% of its trading volume [3] - In contrast, China Jushi experienced a decline of 1.19% in its stock price, closing at 16.59 with a trading volume of 439,900 shares, totaling 73.20 million yuan [2]

Group 1 - The company, Nanfang Glass Industry Co., Ltd. (南玻Ａ), stated on an interactive platform that it does not currently produce photoresist [1]