每经AI快讯，1月7日，伟星新材（002372）公告，公司近日接到控股股东伟星集团有限公司的通知， 获悉其所持有本公司的部分股份解除质押，本次解除质押股份数量为46,082,400股，占其所持股份比例 的7.64%，占公司总股本比例的2.89%。解除日期为2026年1月6日，质权人为中国工商银行股份有限公 司临海支行。 ...

证券代码：002372 证券简称：伟星新材 公告编号：2026-001 浙江伟星新型建材股份有限公司 关于控股股东部分股份解除质押的公告 浙江伟星新型建材股份有限公司（以下简称"公司"或"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。 公司近日接到控股股东伟星集团有限公司（以下简称"伟星集团"）的通知，获悉其所 持有本公司的部分股份解除质押，具体事项如下： 1 股东名称 是否为控股股东 或第一大股东及 其一致行动人 本次解除质押股 份数量（股） 占其所持 股份比例 占公司总 股本比例 起始日 解除日期 质权人 伟星集团 是 46,082,400 7.64% 2.89% 2023 年 11 月 20 日 2026 年 1 月 6 日 中国工商银行 股份有限公司 临海支行 一、股东股份解除质押基本情况 截至公告披露日，伟星集团及其一致行动人所持质押股份情况如下： | 股东名称 | 持股数量（股） | 持股 | 累计质押股 | 占其所 | 占公司 | 已质押股份情况 已质押股份 | 占已 | 未质押股份情况 | | | | --- | --- | --- | - ...

Core Viewpoint - The controlling shareholder, Weixing Group, has recently released a pledge of 46.0824 million shares, which accounts for 7.64% of its holdings and 2.89% of the company's total share capital [1] Group 1 - The pledge started on November 20, 2023, and was released on January 6, 2026, with the pledgee being the Industrial and Commercial Bank of China, Linhai Branch [1] - As of the announcement date, Weixing Group holds 603 million shares in total, with a cumulative pledge of 202 million shares, resulting in a pledge ratio of 33.48% [1] - The pledged shares represent 12.69% of the company's total share capital [1]

Market Performance - The renovation and building materials sector increased by 1.67% compared to the previous trading day, with Xiongpu Technology leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Highlights - Xiongpu Technology (300599) closed at 9.78, rising by 20.00% with a trading volume of 414,200 shares and a transaction value of 390 million yuan [1] - Youbang Ceiling (002718) saw a closing price of 39.53, up 9.99%, with a trading volume of 69,200 shares and a transaction value of 272 million yuan [1] - Kairun Co., Ltd. (300715) closed at 11.20, increasing by 7.28%, with a trading volume of 106,200 shares and a transaction value of 117 million yuan [1] Capital Flow - The renovation and building materials sector experienced a net outflow of 29.91 million yuan from main funds, while retail funds saw a net inflow of 91.50 million yuan [2] - The sector's individual stocks showed varied capital flows, with Xiongpu Technology experiencing a net outflow of 51.22 million yuan from main funds [3] Individual Stock Capital Flows - Dongfang Yuhong (002271) had a net inflow of 34.69 million yuan from main funds and a net outflow of 72.77 million yuan from retail investors [3] - Beijing Lier (002392) recorded a net inflow of 18.03 million yuan from main funds, while retail investors had a net outflow of 13.84 million yuan [3] - Weixing New Materials (002372) saw a net inflow of 12.96 million yuan from main funds, with a net outflow of 9.38 million yuan from retail investors [3]

Core Insights - The article discusses the growth logic of companies as they scale from millions to billions and beyond, emphasizing the importance of strategic development at each stage of growth [1][3][25]. Group 1: Growth Stages - Companies can achieve different levels of revenue growth: from millions to billions, and then to trillions, by following a structured growth strategy [1][3]. - The growth process is described as a logical progression, where companies must navigate through various stages: individual products, product lines, categories, platforms, and ecosystems [1][3][25]. Group 2: Case Studies - Weixing Kele successfully transitioned from zero to one hundred million by focusing on product innovation and channel penetration, particularly in the waterproof coating market [4][9]. - Shanyuan Technology leveraged a unique product, the "mining lamp black box," to achieve significant revenue growth by addressing safety concerns in mining operations [10][11]. - Mars Man, a latecomer in the integrated stove industry, rapidly grew its revenue by expanding product categories and enhancing channel strategies [13]. - Supor transitioned from a small cookware company to a leading brand by effectively utilizing distribution channels and expanding its product range [16][17]. - Anta transformed its business model by focusing on operational efficiency and strategic store management, leading to substantial revenue growth [19][20]. Group 3: Strategic Insights - The article emphasizes the importance of channel development as a critical factor for achieving initial revenue milestones [9][12]. - Companies must focus on product and brand positioning while ensuring that operational strategies are aligned with market needs [6][12]. - The transition from product-level growth to category-level growth requires a clear understanding of how to structure product lines effectively [15][18]. Group 4: Ecosystem Development - Companies like COFCO and China State Construction have successfully implemented ecosystem strategies to achieve trillion-level revenues by integrating various business units and enhancing brand visibility [25][26]. - The article highlights the necessity of creating a unified brand strategy that aligns with the overall business objectives to facilitate sustainable growth [25][26].

Investment Rating - The report maintains a "Buy" rating for key stocks in the construction materials sector, including Yao Pi Glass, Yinlong Co., Puyang Huicheng, San Ke Shu, and Beixin Building Materials, while recommending "Hold" for Weixing New Materials [9]. Core Insights - The construction materials sector experienced a decline of 1.25% from December 29 to December 31, 2025, with cement down 1.54%, glass manufacturing down 3.53%, and fiberglass down 1.19% [12]. - The recent policy change regarding the personal sales tax on housing is expected to impact the market positively, with potential for further supportive measures [1]. - The cement industry is currently facing weak demand, with prices fluctuating around the breakeven point, and a focus on improving cash flow rather than just sales volume [2][17]. - The glass market is experiencing a supply-demand imbalance, but self-regulation in the photovoltaic glass sector may alleviate some pressure [3][7]. - Consumer building materials are benefiting from favorable second-hand housing transactions and consumption stimulus policies, with a long-term potential for market share growth [1][8]. Summary by Sections Cement Industry Tracking - As of December 31, 2025, the national cement price index was 352.65 CNY/ton, with a slight decrease of 0.06% from the previous week [17]. - The cement output for the week was 2.847 million tons, down 1.04% week-on-week, indicating a continued contraction in demand as temperatures drop and the Spring Festival approaches [2][17]. - The utilization rate of cement clinker production lines was 38.43%, showing a slight increase, while the cement inventory ratio decreased to 59.1% [17]. Glass Industry Tracking - The average price of float glass was 1121.29 CNY/ton as of December 31, 2025, reflecting a 1.65% decline from the previous week [3]. - Inventory levels for float glass increased year-on-year, indicating ongoing supply challenges despite some production line shutdowns [3][7]. Fiberglass Industry Tracking - The fiberglass market is currently stable, with no significant price changes reported, although demand remains weak [7]. - The electronic fiberglass segment continues to see strong demand for high-end products, while traditional fiberglass demand is expected to decline [7]. Consumer Building Materials - The consumer building materials sector is showing signs of weak recovery, with stable prices for key raw materials like asphalt and acrylic but fluctuations in aluminum and natural gas prices [8]. - The report highlights the potential for growth in companies like San Ke Shu and Beixin Building Materials due to favorable market conditions [1][8].

免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 另据披露，2025年，武汉光谷有包括武汉伟星星悦广场、京东MALL、KIC PARK创新天地、花山河上 岸公园和国创季佳荟在内的五家新商业体陆续开业。2026年，光谷区域还将新增万象天地、壹为邻、高 科未来商业广场等多个商业项目，同时规划打造一批集餐饮、购物、娱乐等功能于一体的"邻里中心"。 观点网讯：据中国光谷公众号消息，武汉伟星星悦广场于2025年12月31日正式开门迎客。 据介绍，该项目位于光谷高新六路与流芳一路交汇处，由来自浙江台州的伟星集团旗下武汉伟星置业有 限公司开发建设，投资超23亿元，定位为"一站式家庭欢乐中心"，建筑面积12万平方米，目前已引进悦 活里超市、博纳IMAX院线影城、卡希尔家庭娱乐中心等超230个品牌，其中超80家品牌是首次进驻光 谷南部，涵盖零售、餐饮、娱乐、亲子等多元业态。 ...

每经AI快讯，伟星新材（SZ 002372，收盘价：10.77元）发布公告称，2025年12月25日，伟星新材接受 摩根基金等投资者调研，公司人员谭梅、李晓明、章佳佳、陈银琼参与接待，并回答了投资者提出的问 题。 2025年1至6月份，伟星新材的营业收入构成为：制造业占比99.08%，其他业务占比0.92%。 截至发稿，伟星新材市值为171亿元。 每经头条（nbdtoutiao）——涨疯了！黄金、铂金、白银通通创历史新高，美元大贬值！专家：美联储 独立性遭干预引发危机；前美联储理事：大幅降息重启房地产市场 （记者 张明双） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

Core Insights - Zhejiang Weixing New Materials Co., Ltd. (Weixing New Materials) held an investor relations activity on December 25, 2025, engaging with institutions such as Morgan Fund, Huaxia Fund, and Huayuan Securities to discuss key topics including manufacturing philosophy, competitive advantages, pricing strategies, industry demand outlook, and dividend policies [1][2][4] Group 1: Manufacturing and Competitive Advantages - The company attributes its advanced manufacturing automation to two main factors: a corporate culture focused on "long-term sustainable development" and a high demand for quality products driven by market competition [3] - Weixing New Materials has developed strong core competitiveness over more than 20 years, characterized by excellent brand operation, strong marketing capabilities, robust R&D strength, and a solid corporate culture with an outstanding management team [3] Group 2: Pricing Strategy and Sales Channels - The company employs a diversified retail strategy, selling through home decoration companies, project managers, and direct purchases by homeowners, with varying channel proportions across regions [3] - The pricing strategy is based on a "three high positioning" approach, emphasizing that price reductions are not the optimal choice for market expansion, and the company aims to maintain a difficult yet correct strategic path [3] Group 3: Financial Performance and Future Outlook - Sales expenses have increased due to intensified market competition and higher marketing and service investments, along with the impact of the acquisition of Zhejiang Keri, but the company plans to optimize its expense ratio in the medium to long term [3] - The company acknowledges weak market demand in Q4 and maintains a cautious outlook for industry demand in 2026, linking retail business demand to economic conditions and consumer confidence, while also noting potential positive impacts from policy changes in the new five-year plan [3] Group 4: Business Development and Dividend Policy - The company has over 1,000 first-level distributors and more than 30,000 terminal marketing outlets, indicating a stable channel network [3] - Weixing New Materials has consistently implemented cash dividends since its listing, with an average payout ratio of 70%-80%, and will continue to follow its profit distribution plan based on various factors [3] Group 5: Strategic Business Focus - The waterproof business model is mature, and the company plans to increase market expansion efforts, while the water purification business is still in the optimization phase [3] - The company has fully recognized goodwill impairment of 21.261 million yuan for Guangzhou Hexin in 2024 and has decided not to increase investment in Dongpeng Heli Fund, planning to exit once existing projects conclude [3]

Group 1 - The company maintains a cautious outlook on industry demand for the upcoming year, indicating significant uncertainty in both retail and engineering sectors [1] - Retail demand is closely linked to economic conditions and consumer confidence, which adds to its unpredictability [1] - Engineering demand is more influenced by national and local industrial policies, contributing to additional uncertainties [1] Group 2 - The year 2026 marks the beginning of the "14th Five-Year Plan," which is expected to bring some positive impacts through policy changes [1]