格隆汇1月5日丨中材科技(002080.SZ)公布，预计2025年归属于上市公司股东的净利润155,000万元～ 195,000万元，比上年同期增长73.79%～118.64%，扣除非经常性损益后的净利润105,000万元～135,000 万元，比上年同期增长173.76%～251.97%。报告期内，公司玻璃纤维产品结构优化、价格同比上升， 风电叶片产品销量同比增长，归属于上市公司股东的净利润、归属于上市公司股东的扣除非经常性损益 后的净利润及基本每股收益等财务指标较上年同期增长。 ...

中材科技1月5日公告，公司预计2025年度归属于上市公司股东的净利润为15.50亿元～19.50亿元，比上 年同期增长73.79%～118.64%。报告期内，公司玻璃纤维产品结构优化、价格同比上升，风电叶片产品 销量同比增长，归属于上市公司股东的净利润、归属于上市公司股东的扣除非经常性损益后的净利润及 基本每股收益等财务指标较上年同期增长。 ...

南财智讯1月5日电，中材科技公告，预计2025年全年归属于上市公司股东的净利润为155000万元～ 195000万元，同比预增73.79%—118.64%；预计2025年全年归属于上市公司股东的扣除非经常性损益的 净利润为105000万元～135000万元，同比预增173.76%—251.97%；主要变动原因为：报告期内，公司 玻璃纤维产品结构优化、价格同比上升，风电叶片产品销量同比增长，归属于上市公司股东的净利润、 归属于上市公司股东的扣除非经常性损益后的净利润及基本每股收益等财务指标较上年同期增长。 ...

Core Viewpoint - The company, Zhongcai Technology, expects a significant increase in net profit for the year 2025, projecting a range of 1.55 billion to 1.95 billion yuan, representing a year-on-year growth of 73.79% to 118.64% [1] Group 1 - The company announced an earnings forecast for 2025, estimating net profit attributable to shareholders to be between 1.55 billion and 1.95 billion yuan [1] - The anticipated profit growth is attributed to the optimization of the product structure in fiberglass products and an increase in prices compared to the previous year [1] - Sales of wind turbine blade products have also seen a year-on-year increase, contributing to the overall positive outlook [1]

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, projecting a range of 1.55 billion to 1.95 billion yuan, representing a year-on-year growth of 73.79% to 118.64% [1] Financial Performance - The company's net profit attributable to shareholders is expected to grow substantially due to the optimization of fiberglass product structure and an increase in prices compared to the previous year [1] - Sales of wind turbine blade products have also increased year-on-year, contributing to the overall financial performance [1] - Key financial metrics, including net profit attributable to shareholders, net profit after deducting non-recurring gains and losses, and basic earnings per share, are all projected to show growth compared to the previous year [1]

为真实反映中材科技股份有限公司（以下简称"公司"）截止 2025 年 12 月 31 日的财务状况、资产价值及经营成果，根据《企业会计准则》和公司相关会 计政策的规定，公司对 2025 年资产负债表的各类资产进行了全面检查和减值测 试，本着谨慎性原则，对合并报表范围内的相关资产计提了资产减值准备。具体 情况公告如下： 一、本次计提资产减值准备概述 2025 年，公司计提资产减值准备 24,672.62 万元。具体如下： | 资产类别 | 年度计提减值准备金额（万元） 2025 | | --- | --- | | 信用减值准备 | 5,407.94 | | 存货跌价准备 | 11,457.01 | | 固定资产减值准备 | 5,583.33 | | 无形资产减值准备 | 1,376.69 | | 在建工程减值准备 | 664.76 | | 合同资产减值准备 | 182.89 | | 合计 | 24,672.62 | 1、信用减值准备计提 证券代码：002080 证券简称：中材科技 公告编号：2026－003 中材科技股份有限公司 关于 2025 年度计提资产减值准备的公告 本公司及其董事、高级管理人员保证公告内 ...

证券代码：002080 证券简称：中材科技 公告编号：2026-002 中材科技股份有限公司 2025 年度业绩预增公告 本公司及其董事、高级管理人员保证公告内容真实、准确和完整，公告 不存在虚假记载、误导性陈述或者重大遗漏。 （一）业绩预告期间：2025 年 1 月 1 日—2025 年 12 月 31 日 （二）业绩预告情况 □亏损 □扭亏为盈 ■同向上升 □同向下降 □其他 | 项目 | 本报告期 | 上年同期 | | | --- | --- | --- | --- | | 归属于上市公司 | 盈利：155,000万元～195,000万元 | 盈利：89,186.72 | 万元 | | 股东的净利润 | 比上年同期增长：73.79%～118.64% | | | | 扣除非经常性损 | 盈利：105,000万元～135,000万元 | 盈利：38,355.03 | 万元 | | 益后的净利润 | 比上年同期增长：173.76%～251.97% | | | | 基本每股收益 | 盈利：0.9237 元/股～1.1620 元/股 | 盈利：0.5315 | 元/股 | 二、与会计师事务所沟通情况 本次业绩预告 ...

证券之星消息，1月5日玻璃玻纤板块较上一交易日上涨2.81%，旗滨集团领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。玻璃玻纤板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601636 | 旗滨集团 | 6.23 | 5.06% | 83.92万 | 5.23亿 | | 002080 | 中材科技 | 37.98 | 4.51% | 81.25万 | 31.05亿 | | 603601 | 再升科技 | 12.99 | 4.17% | 239.18万 | 29.92亿 | | 603256 | 宏和科技 | 37.95 | 3.10% | 1 23.97万 | 8.96/Z | | 301526 | 国际复材 | 7.18 | 2.57% | 123.39万 | 8.78亿 | | 600176 | 中国巨石 | 17.50 | 2.34% | 86.59万 | 15.18亿 | | 300196 | 长海股份 | ...

国金证券研报指出，中材科技期权激励方案发布，看好"大满贯"AI业绩环比提高。考虑到25Q1-Q3中材 科技扣非归母净利润已达12.0亿元，认为本次激励目标实现概率较高。定增保障特种玻纤项目资金，公 司是特种玻纤"大满贯"，扩产加速、继续提升市占率，期待定增事项落地。超低损耗低介电布率先完成 行业头部CCL 厂商客户认证，实现市场导入及产业化供应。若扩产推进顺利，公司有望先行渗透核心 终端供应链，以市占提升带动盈利上行。维持"买入"评级。 ...

1. Report Industry Investment Rating No specific industry investment rating is provided in the report. 2. Core Views of the Report - Beijing optimized and adjusted housing purchase restriction policies, and "Qiushi" emphasized that real - estate policies should not adopt a piecemeal approach. The continuous introduction of real - estate policies further supports demand, and the pace of subsequent policy introduction may accelerate. Although the new construction of the real - estate chain still faces multiple pressures, the industry bottom is approaching as the base gradually decreases. Sales data (new + second - hand houses) remains the leading indicator for driving the sector's valuation [3][7]. - Anti - involution is the main line for cyclical products. In the new field, attention should be paid to electronic cloth, clean rooms, and commercial aerospace. For the cement and glass industries, the effective reduction of supply is the key point to observe in the next stage. The glass fiber sector has relatively good profitability, and there is a possibility of a staged price increase. In the new field, the high - growth of the AI supply chain in 26H1 is the most certain direction, and the semiconductor/storage capital expenditure at home and abroad drives the performance and valuation of the clean - room sector. The theme investment in commercial aerospace is constantly catalyzed [4][8]. 3. Summary According to the Directory 3.1 Anti - involution is the Main Line for Cyclical Products, and Attention is Paid to Electronic Cloth, Clean Rooms, and Commercial Aerospace in the New Field - **Real - estate Policy**: On December 24, 2025, Beijing optimized real - estate policies, including relaxing the conditions for non - Beijing households to purchase houses, supporting the housing needs of multi - child families, optimizing personal housing credit policies, and adjusting the project approval method for real - estate development. On January 1, 2026, "Qiushi" proposed that policies should be sufficient at one time to avoid a game between the market and policies [3][7]. - **Cyclical Products**: For the cement and glass industries, with demand declining, the effective reduction of supply is crucial. Currently, the average profitability of the cement and float glass industries has fallen below the break - even line. The cold - repair reduction of glass production capacity in Q1 will determine the price recovery space of float glass from March to April. The glass fiber sector has relatively good profitability, with stable demand growth and potential for staged price increases [4][8]. - **New Fields**: The high - growth of the AI supply chain in 26H1 is the most certain direction. Special electronic cloth has high demand elasticity and limited short - term supply, so its price is elastic. The increasing semiconductor/storage capital expenditure at home and abroad drives the performance and valuation of the clean - room sector. The theme investment in commercial aerospace is constantly catalyzed [4][8]. 3.2 Profit Forecast and Valuation of Main Covered Companies The report provides the profit forecast, valuation, and investment ratings of 28 companies from 2024 to 2027, including Punaite, China Jushi, and Conch Cement. Most of the investment ratings are "Buy" or "Increase", and all ratings remain unchanged [10]. 3.3 Weekly Market Review - **Industry Index**: The construction index, building materials index, etc. had different changes. The construction index decreased by 1.4%, and the building materials index decreased by 0.6% [13]. - **Sub - sectors of Construction**: The building decoration II index increased by 9.33%, and the garden engineering index increased by 1.92%, while some sub - sectors had negative growth [15]. - **Infrastructure Public REITs**: The report provides the weekly, monthly, and annual - to - date price changes of 70 infrastructure public REITs. The average weekly decline was 0.47%, and the average annual - to - date increase was 9.29% [23][24][25]. 3.4 Aggregate Data Tracking - **Real - estate Data**: It includes the cumulative year - on - year changes in real - estate new construction, construction, completion, and sales areas, land transaction data, real - estate transaction data, social financing data, and infrastructure investment growth rates [28][37][47]. - **New Contracts of Eight Major Construction Central Enterprises**: The report shows the quarterly new contract amounts and year - on - year growth rates of eight major construction central enterprises from 2022Q1 to 2025Q3 [73]. - **Special Bond Issuance**: It shows the monthly and cumulative issuance amounts of new and replacement special bonds from 2022 to 2025 [75][77]. 3.5 High - frequency Data Tracking - **Building Materials Data**: It includes the price trends, cost - profit differences, inventory, and other data of cement, float glass, photovoltaic glass, glass fiber, carbon fiber, magnesium sand, alumina, and other building materials [83][90][98]. - **Upstream Raw Material Prices**: It shows the price trends of asphalt, waste paper, PVC, HDPE, etc. [137][138]. - **Physical Workload Data**: It includes the price trends of acrylic acid, titanium dioxide, and the rental rate of high - altitude machines, asphalt average start - up rate, etc. [144][147].