（编辑 任世碧） 证券日报网讯 2月6日，濮耐股份发布公告称，公司于近日收到了大股东刘百宽先生关于其进行股票质 押式回购交易的通知。公司大股东刘百宽先生于2026年2月5日将其所持有的高管锁定股12，400，000股 （占公司总股本的1.07%）因个人资金需求与国泰海通证券股份有限公司进行了股票质押式回购交易， 于2026年2月5日在中国证券登记结算有限责任公司深圳分公司办理完毕相关手续。 ...

（记者 曾健辉） 每经AI快讯，濮耐股份2月6日晚间发布公告称，截至本公告日，控股股东、实际控制人及其一致行动 人直接和间接合计持有公司股份约2.49亿股，占公司总股本的21.45%。累计质押股份数量为8730万股， 占公司总股本的7.53%，占其持有公司股份的35.11%。 每经头条（nbdtoutiao）——基金经理个人炒股合法吗？我们调查了多家头部公募，答案出人意料 ...

证券代码：002225 证券简称：濮耐股份 公告编号：2026-004 濮阳濮耐高温材料（集团）股份有限公司 关于股东进行股票质押式回购交易的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 濮阳濮耐高温材料（集团）股份有限公司（以下简称"公司"）于近日收到了 大股东刘百宽先生关于其进行股票质押式回购交易的通知，具体情况如下： 一、股东股份质押基本情况 公司大股东刘百宽先生于 2026 年 2 月 5 日将其所持有的高管锁定股 12,400,000 股（占公司总股本的 1.07%）因个人资金需求与国泰海通证券股份有 限公司进行了股票质押式回购交易，于 2026 年 2 月 5 日在中国证券登记结算有 限责任公司深圳分公司办理完毕相关手续。 | 股东 | 是否为第一 | 本次质押 | 占其所持 | 占公司总 | 是否 | 是否为 | 质押 | | 质押 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及一 | 股 ...

（来源：濮耐人） 破局重塑 濮耐股份"十四五"高质量发展侧记 创造价值 和谐发展 PRCO 从美国肯塔基州的自动化生产线到塞尔维亚的生产车间，从青藏高原的稀有菱镁资源研究开发到产品辐射海外矿业巨头，濮耐股份这家创立于中原腹地的 耐火材料企业，在"十四五"期间不仅实现耐材产业扬帆出海，探索高质量发展道路，还大举突破传统行业，实现了产品的跨行业转型升级。 全球工业格局重塑与"双碳"目标管控交汇而来，中国耐火材料行业面临前所未有的压力，一方面，国内基建和房地产发展趋缓后的建材市场需求减量，另 一方面，耐火材料行业集中度低、同质企业数量多、对上下游行业影响力弱的行业竞争格局。 在"十四五"期间，作为中国耐火材料行业的领跑者，濮耐股份并没有一味地追求规模扩张，而是以一场深刻的战略重塑，重构企业发展基因。在全球经济 发展趋缓、地缘政治冲突频发的复杂背景下，濮耐股份选择了3条并行的转型升级路径：国际化战略升级、矿产资源开发延伸、科技创新与绿色制造。 国际化战略 从产品出口到产能出海 面对规模约为国内2倍的海外超大耐材市场，濮耐股份开启国际化战略的2.0时代，将"中国制造"升级为"全球运营"，完成从产品出口到产能出海的转变。 ...

证券研究报告 | 行业周报 gszqdatemark 2026 02 01 年 月 日 建筑材料 二手房成交回暖，关注后续政策催化 2026 年 1 月 26 日至 1 月 30 日建筑材料板块（SW）上涨 1.42%，其中 水泥（SW）上涨 0.01%，玻璃制造（SW）下跌 2.70%，玻纤制造（SW） 上涨 5.41%，装修建材（SW）上涨 1.00%，本周建材板块相对沪深 300 超额收益+1.44%。本期建筑材料板块（SW）资金净流入额为-4.56 亿元。 【周数据总结和观点】 多家机构发布的数据显示，2026 年以来，一线城市楼市成交保持高水平， 其中二手房交易表现亮眼。同期，杭州、南京、成都、天津等二线城市楼 市也有不错的表现。根据 wind 统计，2026 年 1 月地方政府债总发行量 8633.5 亿元，发行金额环比 2025 年 12 月增长 204.3%，同比 2025 年 1 月增长 54.8%。截至目前，2026 年一般债发行规模 0.19 万亿元，同比 +0.07 万亿元，专项债发行规模 0.68 万亿元，同比+0.24 万亿元。化债政 策加码下政府财政压力有望减轻，企业资产负债表也 ...

证券之星消息，1月28日装修建材板块较上一交易日上涨0.28%，东和新材领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。装修建材板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002457 | 青龙管业 | -5333.38万 | 14.47% | -2647.34万 | -7.18% | -2686.04万 | -7.29% | | 000786 | 北新建材 | 4775.52万 | 5.33% | -2197.43万 | -2.45% | -2578.09万 | -2.88% | | 002225 濮耐股份 | | 4179.34万 | 13.96% | -760.67万 | -2.54% | -3418.67万 | -11.42% | | 002718 友邦吊顶 | | 3913.92万 | 13.10% | 177.89万 | 0. ...

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].

Core Viewpoint - The renovation and building materials sector experienced a slight increase of 0.24% on January 23, with Luoyang Energy leading the gains. The Shanghai Composite Index rose by 0.33%, while the Shenzhen Component Index increased by 0.79% [1]. Group 1: Stock Performance - The top-performing stocks in the renovation and building materials sector included: - Luoyang Energy (002088) with a closing price of 12.87, up 10.00% and a trading volume of 198,000 shares, totaling 247 million yuan [1]. - Youbang Ceiling (002718) closed at 67.38, up 6.99% with a trading volume of 30,700 shares, totaling 200 million yuan [1]. - Zhonggang Luonai (611889) closed at 7.52, up 6.67% with a trading volume of 755,000 shares, totaling 562 million yuan [1]. Group 2: Market Trends - The overall market saw a net outflow of 48.64 million yuan from the renovation and building materials sector, with retail investors contributing a net inflow of 233 million yuan [2]. - The main funds showed a mixed trend, with significant outflows from several stocks, including: - Zhonggang Luonai (611889) with a net inflow of 73.53 million yuan from main funds but a net outflow of 15.64 million yuan from speculative funds [3]. - Luoyang Energy (002088) had a net inflow of 52.05 million yuan from main funds, while speculative funds saw a net outflow of 20.99 million yuan [3].

Market Performance - The renovation and building materials sector increased by 4.03% compared to the previous trading day, with N国亮 leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Highlights - N国亮 (code: 920076) saw a significant rise of 160.78%, closing at 28.06 with a trading volume of 161,500 shares and a transaction value of 483 million [1] - 科顺股份 (code: 300737) increased by 20.00%, closing at 6.96 with a trading volume of 1,268,900 shares and a transaction value of 819 million [1] - 万里石 (code: 002785) rose by 9.93%, closing at 43.05 with a trading volume of less than 302,500 shares and a transaction value of 1.288 billion [1] - 东方雨虹 (code: 002271) increased by 8.14%, closing at 17.01 with a trading volume of 947,500 shares and a transaction value of 1.577 billion [1] Capital Flow - The renovation and building materials sector experienced a net inflow of 68.06 million from institutional investors, while retail investors contributed a net inflow of 64.30 million [2] - The sector saw a net outflow of 132 million from speculative funds [2] Individual Stock Capital Flow - 科顺股份 had a net outflow of 50.83 million from institutional investors, while retail investors had a net inflow of 1.72 million [3] - 东方雨虹 experienced a net inflow of 34.78 million from institutional investors, but a net outflow of 51.34 million from retail investors [3] - N国亮 had a net inflow of 11.20 million from institutional investors, with a net outflow of 12.43 million from retail investors [3]