格隆汇12月30日丨濮耐股份(002225.SZ)公布，公司2024年员工持股计划锁定期于2025年11月11日届 满，截至2025年12月30日，本次员工持股计划所持有的公司股票6,054,213股（占公司目前总股本的 0.52%）已通过集中竞价交易方式全部出售完毕。 ...

濮耐股份公告称，2024年员工持股计划所持公司股票已全部出售完毕，该计划终止。2024年公司实施此 计划，股票来源为回购的A股普通股，11月8日605.42万股以非交易过户方式转至员工持股计划账户，占 当时总股本0.60%，过户价3.25元/股。锁定期至2025年11月11日届满，截至公告日，这些股票（占目前 总股本0.52%）已通过集中竞价交易全部出售。后续公司将进行资产清算和分配。 ...

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"）2024 年员工 持股计划所持公司股票已全部出售完毕。根据《关于上市公司实施员工持股计划 试点的指导意见》、《深圳证券交易所上市公司自律监管指引第 1 号——主板上市 公司规范运作》及《濮阳濮耐高温材料（集团）股份有限公司 2024 年员工持股 计划管理办法》的相关规定，现将相关情况公告如下： 一、本次员工持股计划的基本情况 2024 年 9 月 5 日公司召开第六届董事会第二十一次会议和第六届监事会第 十六次会议，2024 年 9 月 23 日召开 2024 年第三次临时股东大会，审议通过了 《关于公司<2024 年员工持股计划（草案）>及其摘要的议案》、《关于公司<2024 年员工持股计划管理办法>的议案》等相关议案，同意公司实施 2024 年员工持股 计划（以下简称"本次员工持股计划"），同时股东大会授权董事会办理公司 2024 年员工持股计划有关事宜。 本次员工持股计划的股票来源为公司回购专用证券账户回购的公司 A 股普 通股股票。2024 年 11 ...

Investment Rating - The report maintains a rating of "Buy" for several key stocks in the construction materials sector, including Yao Pi Glass, Yinlong Co., Puxin Co., Sanjike Tree, and Beixin Building Materials [9]. Core Insights - The construction materials sector saw a 3.64% increase from December 22 to December 26, 2025, with notable gains in glass fiber manufacturing (10.06%) and glass manufacturing (5.04%) [1][13]. - The report emphasizes the importance of demand stabilization and the implementation of anti-involution policies, particularly in the context of housing policy adjustments in Beijing [1]. - The report highlights the ongoing challenges in the cement market, with a focus on the need for macroeconomic improvements, especially in the housing sector, to stimulate demand [2][18]. Summary by Sections Cement Industry Tracking - As of December 26, 2025, the national cement price index was 352.28 CNY/ton, a decrease of 0.26% from the previous week [2][18]. - The cement output for the week was 2.877 million tons, down 2.73% week-on-week, indicating a continued contraction in demand as temperatures drop and the Spring Festival approaches [2][18]. - The capacity utilization rate for cement clinker kilns was 37.42%, reflecting a decrease of 0.23 percentage points from the previous week [2][18]. Glass Industry Tracking - The average price of float glass as of December 25, 2025, was 1140.08 CNY/ton, with a weekly decline of 0.98% [3]. - Inventory levels for glass products increased, with a total of 55.33 million heavy boxes reported, up 38,000 boxes from the previous week [3]. Glass Fiber Industry Tracking - The market for non-alkali glass fiber remained stable, with average prices holding steady [7]. - Demand for glass fiber products has shown signs of weakness, with reduced purchasing intentions from downstream buyers [7]. Consumer Building Materials - The consumer building materials sector is experiencing a weak recovery, with prices for upstream materials like aluminum alloy and acrylic remaining stable [7]. - The report suggests that consumer building materials will benefit from favorable second-hand housing transactions and consumption stimulus policies [1]. Carbon Fiber Industry Tracking - The carbon fiber market price remained stable, with a weekly production of 2,392 tons and an operating rate of 79.47% [8]. - The industry continues to face challenges with profitability, as the average production cost was reported at 105,900 CNY/ton, leading to negative margins for many companies [8].

北京商报讯（记者 翟枫瑞）12月24日，装修建材板块小幅增长，以16406.45点收盘，涨幅为0.85%。在 板块带动下，多只装修建材股股价实现增长。濮耐股份以6.05元/股收盘，涨幅为5.58%，领涨装修建材 股。*ST松发以85.01元/股收盘，涨幅为5.00%，涨幅位列装修建材股第二。*ST亚振以40.95元/股收盘， 涨幅为5.00%，涨幅位列装修建材股第三。除此之外，皮阿诺以21.88元/股收盘，跌幅为4.04%，领跌装 修建材股。瑞泰科技以18.85元/股收盘，跌幅为2.94%，跌幅位列装修建材股第二。恒林股份以32.16元/ 股收盘，跌幅为1.05%，跌幅位列装修建材股第三。 中国银河在研报中表示，消费、投资共同发力扩内需，消费升级推动建材高品质转型。消费端，中央经 济工作会议提到，2026年要"深入实施提振消费专项行动，清理消费领域不合理限制措施"，与十五五规 划建议稿中提到的"清理汽车、住房等消费不合理"相呼应，预计26年各地区居民住房限购政策将逐步放 开，家装市场回暖预期增强，有望带动消费建材需求恢复。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002066 | 瑞泰科技 | 18.85 | -2.94% | 8.87万 | 1.69亿 | | 605318 | 法师龙 | 68.20 | -1.97% | 5.74万 | 3.92亿 | | 920580 | 科创新材 | 15.27 | -1.04% | 2.72万 | 4151.36万 | | 920792 | 东和新材 | 12.32 | -0.81% | 8567.27 | 1060.48万 | | 002333 | 罗普斯金 | 5.75 | -0.52% | 10.30万 | 5933.89万 | | 603378 | 亚士创能 | 6.61 | -0.45% | 8.03万 | 5347.50万 | | 300374 | 中铁装配 | 16.10 | -0.31% | 5.43万 | 8700.92万 | | 002271 | 东方雨虹 | 13.49 | -0.22% | 23.62万 | 3.18亿 | | 603737 ...

（编辑 丛可心） 证券日报网讯 12月23日，濮耐股份发布公告称，公司已完成对全资子公司上海宝明耐火材料有限公司 的21，100万元增资工商变更，注册资本由6，400万元增至27，500万元，公司持股比例仍为100%。 ...

濮耐股份公告，公司于2025年11月26日召开董事会会议，同意对全资子公司上海宝明增资2.11亿元。增 资完成后，上海宝明注册资本将由6400万元增加到2.75亿元，公司对上海宝明持股比例仍为100%不 变。上海宝明已于近日完成增资事项的工商变更并取得营业执照。 ...

证券代码：002225 证券简称：濮耐股份 公告编号:2025-103 濮阳濮耐高温材料（集团）股份有限公司 企业类型：有限责任公司 住所：上海市宝山区杨行工业园区富锦路2319号 法定代表人：孙即帅 统一社会信用代码：9131011363154467X8 注册资本：27,500万元 成立日期：1999年10月12日 关于对全资子公司上海宝明增资事项完成工商变更的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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2025年11 月26日召开第七届董事会第六次会议审议通过了《关于对全资子公司上海宝明增 资的议案》，同意公司对全资子公司上海宝明耐火材料有限公司（以下简称"上 海宝明"）增资21,100万元, 其中以前期投入的自有资金增资19,976万元，以新 增自有资金（现金方式）增资1,124万元。本次增资完成后，上海宝明注册资本 将由6,400万元增加到27,500万元，公司对上海宝明持股比例仍为100%不变。具 体详情请见《关于对全资子公司上海宝明增资的公告》（公告编号：2025-094） 上海宝 ...

Core Insights - The metallurgical refractory materials industry, crucial for high-temperature production in metallurgy, is facing challenges due to a downturn in the steel market, with a projected production decline of 3.73% in 2024, resulting in a total output of 22.07 million tons [1][6] - The industry is expected to shift from total growth to structural upgrades, focusing on green low-carbon transformation, technological advancements, and market optimization [1][10] Industry Overview - Metallurgical refractory materials are inorganic non-metallic materials with a refractoriness of at least 1580°C, essential for stable operation in high-temperature metallurgical processes [2][5] - The industry is characterized by a "large industry, small enterprises" structure, with the top five companies accounting for only 11.90% of total production [1][10] Market Performance - The overall market size for refractory materials in China is projected to reach 90.3 billion yuan in 2024, with a compound annual growth rate of -2.3% from 2020 to 2024 [1][7] - Metallurgical refractory materials account for approximately 70% of the total market size, with a projected scale of 63.21 billion yuan in 2024, reflecting a year-on-year decline of 1.74% [1][7] Product Segmentation - The market shows a clear differentiation in product performance: dense shaped refractory products are expected to decline by 6.07%, while thermal insulation products are projected to grow by 11.17% due to their low-carbon advantages [6][7] - The production of unshaped refractory materials is expected to see a slight decrease of 2.07%, indicating relative demand resilience [6] Industry Chain - The industry chain is tightly linked, with upstream raw materials like bauxite and magnesite affecting overall costs, while the midstream focuses on product development and manufacturing [8][9] - The downstream application is primarily in the steel industry, which accounts for over 65% of refractory material consumption [9] Competitive Landscape - The industry is fragmented with over 2,000 companies, where leading firms are focusing on high-end, green, and differentiated product development [10] - Major companies like Beijing Lier and Puyang Refractories are expanding their international presence and enhancing product offerings to adapt to market demands [10] Future Trends - The industry is expected to prioritize green low-carbon transformation, with a shift towards low-energy production processes and environmentally friendly products [11][12] - Technological advancements will focus on high-performance composite materials and smart manufacturing techniques to meet the evolving needs of the metallurgy sector [12][13] - Market consolidation is anticipated, with leading firms increasing their market share through mergers and acquisitions, while smaller companies will focus on niche markets [13]