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北玻股份:预计2025年净利润同比下降56.98%-37.13%
Xin Lang Cai Jing· 2026-01-26 08:35
北玻股份公告,预计2025年度净利润为2600万元-3800万元,同比下降56.98%-37.13%。归属于上市公司 股东的净利润预计为2600万元-3800万元,上年同期为6044.08万元。扣除非经常性损益后的净利润预计 为1550万元-2100万元,上年同期为5019.39万元,同比下降69.12%-58.16%。基本每股收益预计为0.0236 元/股-0.0345元/股,上年同期为0.0627元/股。业绩下降主要由于营业收入下降3.7%,管理费用和广告宣 传费用增长,以及境外佣金费用增加。 ...
北玻股份(002613) - 2025 Q4 - 年度业绩预告
2026-01-26 08:30
本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导性陈述或重 大遗漏。 一、本期业绩预计情况 1、业绩预告期间:2025 年 1 月 1 日至 2025 年 12 月 31 日。 证券代码:002613 证券简称:北玻股份 公告编号:2026003 洛阳北方玻璃技术股份有限公司 2025 年度业绩预告 2、公司积极推进生产能力升级与市场布局深化,新增新安高端装备产业、琉璃玻璃 板块业务以及固定资产报告期转固、管理费用较上年同期增长较大; 3、公司持续加强市场开拓和宣传,广告宣传费用同比增长较大; 2、业绩预告情况:预计净利润为正值且属于同向下降 50%以上情形。 | 项 目 | | | 本会计年度 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 盈利:2,600 | 万元 | - 3,800 | 万元 | 盈利:6,044.08 | 万元 | | | 比上年同期下降 | | 56.98%-37.13% | | | | | 扣除非经常性损益后的净利润 | 盈利:1,550 | 万元 | ...
玻璃玻纤板块1月23日跌0.56%,国际复材领跌,主力资金净流出10.27亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-23 09:04
Market Overview - The glass and fiberglass sector experienced a decline of 0.56% on January 23, with International Composite Materials leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Notable gainers in the glass and fiberglass sector included: - Jinjing Technology (600586) with a closing price of 6.68, up 10.05% and a trading volume of 2.0262 million shares, totaling 1.331 billion yuan [1] - Sanxia New Materials (600293) closed at 3.63, up 10.00% with a trading volume of 1.4648 million shares, totaling 523 million yuan [1] - Jiuding New Materials (002201) closed at 14.80, up 6.78% with a trading volume of 2.2046 million shares, totaling 3.213 billion yuan [1] Fund Flow Analysis - The glass and fiberglass sector saw a net outflow of 1.027 billion yuan from institutional investors, while retail investors contributed a net inflow of 691 million yuan [2] - The main fund flow for key stocks included: - Jinjing Technology had a net inflow of 1.821 billion yuan from institutional investors, but a net outflow of 940.533 million yuan from speculative funds [3] - Sanxia New Materials experienced a net inflow of 880.962 million yuan from institutional investors, with a net outflow of 278.971 million yuan from speculative funds [3] - Flag Group (601636) had a net inflow of 434.656 million yuan from institutional investors, while speculative funds saw a net outflow of 325.892 million yuan [3]
玻璃玻纤板块1月22日涨5.42%,九鼎新材领涨,主力资金净流入9.52亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-22 09:01
证券之星消息,1月22日玻璃玻纤板块较上一交易日上涨5.42%,九鼎新材领涨。当日上证指数报收于 4122.58,上涨0.14%。深证成指报收于14327.05,上涨0.5%。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) | | --- | --- | --- | --- | --- | --- | | 002201 | 九鼎新材 | 13.86 | 10.00% | 86.00万 | 11.59亿 | | 603256 | 宏和科技 | 47.43 | 10.00% | 46.37万 | 21.29亿 | | 603601 | 再升科技 | 10.15 | 9.97% | 156.28万 | 15.36亿 | | 301526 | 国际复材 | 8.69 | 7.02% | 272.53万 | 22.66亿 | | 600586 | 金晶科技 | 6.07 | 5.20% | 57.42万 | 3.43 Z | | 002080 | 中材科技 | 41.14 | 4.76% | 82.43万 | 33.22亿 | | 601636 | | 6. ...
洛阳北方玻璃技术股份有限公司关于对控股子公司担保的进展公告
Shang Hai Zheng Quan Bao· 2026-01-21 19:46
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002613 证券简称:北玻股份 公告编号:2026002 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。 一、担保概述 洛阳北方玻璃技术股份有限公司(以下简称"公司")于2025年4月24日召开的第八届董事会第二十一次 会议和第八届监事会第十五次会议审议通过了《公司关于子公司向银行申请综合授信以及公司为其提供 担保的议案》,同意控股子公司天津北玻玻璃工业技术有限公司(以下简称:"天津北玻")向银行申请 合计不超过8,000万元(额度内可滚动使用)的综合授信额度用于办理银行承兑和银行保函等,同时公 司及自然人高琦先生分别以连带责任保证等方式为天津北玻申请综合授信额度提供担保,即公司担保不 超过7,200万元,高琦先生不超过800万元,任一时点的担保余额不得超过审议通过的担保额度。 上述具体内容详见公司在《证券时报》《上海证券报》和巨潮资讯网披露的《关于子公司向银行申请综 合授信以及公司为其提供担保的公告》(公告编号:2025014)。 洛阳北方玻璃技术股份有限公司关于对控股子公司担保的进展公告 二、担 ...
北玻股份:公司不存在逾期担保
Zheng Quan Ri Bao Wang· 2026-01-21 13:40
证券日报网讯1月21日,北玻股份(002613)发布公告称,截至本公告日,包括此次担保在内,公司累 计为子公司提供担保金额为4500万元,占公司2024年度经审计净资产的2.01%,且均为对合并报表范围 内控股子公司天津北玻提供担保。公司(含控股子公司)不存在对合并报表之外的单位提供担保的情形, 亦不存在逾期担保、涉及诉讼的担保及因担保被判决败诉而应承担损失的情形。 ...
北玻股份(002613) - 关于对控股子公司担保的进展公告
2026-01-21 09:30
关于对控股子公司担保的进展公告 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。 一、担保概述 洛阳北方玻璃技术股份有限公司(以下简称"公司")于 2025 年 4 月 24 日召开的第八届 董事会第二十一次会议和第八届监事会第十五次会议审议通过了《公司关于子公司向银行申请 综合授信以及公司为其提供担保的议案》,同意控股子公司天津北玻玻璃工业技术有限公司(以 下简称:"天津北玻")向银行申请合计不超过 8,000 万元(额度内可滚动使用)的综合授信额 度用于办理银行承兑和银行保函等,同时公司及自然人高琦先生分别以连带责任保证等方式为 天津北玻申请综合授信额度提供担保,即公司担保不超过 7,200 万元,高琦先生不超过 800 万元,任一时点的担保余额不得超过审议通过的担保额度。 上述具体内容详见公司在《证券时报》《上海证券报》和巨潮资讯网披露的《关于子公司 向银行申请综合授信以及公司为其提供担保的公告》(公告编号:2025014)。 证券代码:002613 证券简称:北玻股份 公告编号:2026002 洛阳北方玻璃技术股份有限公司 二、担保进展情况 2026 年 ...
玻璃玻纤板块1月21日涨4.89%,宏和科技领涨,主力资金净流入4.2亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-21 08:54
从资金流向上来看,当日玻璃玻纤板块主力资金净流入4.2亿元,游资资金净流出2.81亿元,散户资金净 流出1.39亿元。玻璃玻纤板块个股资金流向见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603256 | 宏和科技 | 43.12 | 10.00% | 36.57万 | 15.05亿 | | 301526 | 国际复材 | 8.12 | 9.58% | 293.58万 | 23.95 Z | | 600176 | 中国巨石 | 20.44 | 7.07% | 101.54万 | 20.31亿 | | 002080 | 中材科技 | 39.27 | 5.51% | 62.07万 | 23.69亿 | | 300196 | 长海股份 | 16.49 | 3.91% | 18.87万 | 3.07亿 | | 605006 | 山东玻纤 | 7.79 | 2.91% | 22.45万 | 1.73亿 | | 601636 | | 6.49 | 1.56% | 71.49万 | 4.61亿 | ...
全域通信自由来了!iPhone 18 Pro卫星通信升级至Gbps级,AI赋能+市值背书,产业链迎增长良机
Xin Lang Cai Jing· 2026-01-20 13:39
Group 1 - Company X is a core supplier in Apple's supply chain, focusing on RF components and electromagnetic shielding products, deeply integrated with Apple's antenna and wireless charging module needs [1] - The company is actively expanding into automotive electronics, developing in-vehicle wireless charging and communication modules to smooth out fluctuations in the consumer electronics cycle [1] - As Apple increases its demand for intelligent and integrated terminal devices, the company's technological accumulation in the RF field is expected to translate into order advantages [1] Group 2 - Company Y indirectly enters Apple's supply chain through subsidiaries, primarily providing display modules and power management components for smart TVs [2] - The company is accelerating its "home appliance + IoT" strategy, creating multi-scenario smart terminal collaborative solutions around the Apple ecosystem [2] - The trend of integration between consumer electronics and home appliances provides new business extension opportunities for the company [2] Group 3 - Company Z focuses on the development and manufacturing of automated testing equipment, covering performance testing for core components like Apple chips and camera modules [3] - The company's equipment has achieved industry-leading precision and stability, enabling rapid response to Apple's new product testing needs [3] - The company is actively expanding into the semiconductor testing equipment field to break through the limitations of the single consumer electronics market [3] Group 4 - Company A specializes in precision screen printing equipment, providing production equipment for circuit board printing and component packaging for Apple [4] - The company's equipment meets Apple's stringent manufacturing requirements in terms of precision, efficiency, and stability [4] - As the Apple supply chain upgrades to high-end manufacturing, the company is expected to benefit from equipment renewal demands [4] Group 5 - Company B provides high-performance copper foil materials for Apple's circuit boards and battery current collectors, leveraging a complete copper processing industry chain [5] - The company is increasing R&D investment in ultra-thin copper foil to meet Apple's material upgrade needs amid the trend of lightweight consumer electronics [5] - The growing demand for copper foil in the electric vehicle sector also brings new revenue growth for the company [5] Group 6 - Company C is a long-standing supplier in Apple's supply chain, focusing on diodes and other semiconductor discrete devices widely used in Apple's power management and signal transmission modules [6] - The company is expanding its automotive-grade device business to enhance its risk resistance amid industry cycle fluctuations [6] - Investment in the R&D of third-generation semiconductor devices is expected to open up long-term growth opportunities for the company [6] Group 7 - Company D specializes in functional structural components for consumer electronics, providing battery protection boards and heat dissipation modules for Apple [7] - The company's products meet Apple's design requirements for lightweight and integrated solutions through precision stamping and injection molding technology [7] - The company is positioning itself in the wearable devices and smart home sectors to seize growth opportunities in niche markets [7] Group 8 - Company E provides high-performance aluminum alloy materials for Apple's terminal devices, achieving industry-leading strength and lightweight standards [9] - The company continuously optimizes product competitiveness through technological iterations to meet Apple's increasing material performance requirements [9] - The demand for aluminum alloy materials in the electric vehicle sector also presents new growth opportunities for the company [9] Group 9 - Company F focuses on magnesium alloy materials, providing lightweight structural solutions for Apple [10] - The company leverages its R&D and large-scale production capabilities in magnesium alloys to gain more market share in Apple's supply chain [10] - The company is also accelerating its layout in the electric vehicle sector for magnesium alloy applications, creating a second growth curve [10] Group 10 - Company G, as a core authorized distributor for Apple, utilizes a nationwide offline channel network for the distribution and retail of Apple products [11] - The company is promoting a new retail model that integrates online and offline channels to enhance user experience and operational efficiency [11] - Its deep cooperative relationship with Apple serves as a core barrier in the competitive landscape [11] Group 11 - Company H provides chip packaging and testing services for Apple, covering core components like RF chips and storage chips [12] - The company maintains a significant position in Apple's supply chain due to its advanced packaging technology and large-scale manufacturing capabilities [12] - The company is accelerating its layout in automotive-grade chip packaging to adapt to industry structural changes [12] Group 12 - Company I participates in Apple's supply chain through air logistics services, ensuring efficient and safe delivery of core components globally [13] - The company has a robust air freight network and customized logistics solutions to support Apple's supply chain resilience [13] - The company is also expanding its cross-border e-commerce logistics business to enhance business diversification [13] Group 13 - Company J provides brand marketing services for Apple, focusing on offline event planning and content dissemination [14] - The company leverages its marketing experience and creativity to effectively communicate Apple's brand value [14] - The trend of content and scenario-based marketing in consumer electronics allows the company to create immersive marketing experiences for Apple [14] Group 14 - Company K offers communication network optimization services for Apple, ensuring stable network operations for Apple stores and data centers [15] - The company can quickly respond to Apple's network needs, supporting user experience upgrades [15] - The company is enhancing its service capabilities through technological upgrades in the context of 5G and IoT technology proliferation [15] Group 15 - Company L provides acoustic components for Apple, primarily used in audio output modules for devices like iPhones and headphones [16] - The company continuously optimizes its acoustic solutions through R&D investments to enhance product value [16] - The company is expanding into smart speakers and automotive acoustic businesses to unlock new growth opportunities [16] Group 16 - Company M specializes in precision metal structural components for Apple, providing essential parts like frames and brackets [18] - The company achieves industry-leading precision and consistency through advanced processing technology and large-scale manufacturing capabilities [18] - The company is also expanding into the electric vehicle structural component business to mitigate fluctuations in the consumer electronics cycle [18] Group 17 - Company N provides market research and data analysis services to support Apple's decision-making, focusing on user behavior research and product experience optimization [19] - The company utilizes a professional research team and big data technology to provide precise market insights for Apple [19] - In the context of intensified competition in the consumer electronics market, the company helps Apple enhance user stickiness and market share through in-depth data analysis [19] Group 18 - Company O supplies acoustic terminal products like headphones to Apple, meeting the ecological standards for sound quality and wearing experience [20] - The company continuously optimizes product performance through technological upgrades to expand application scenarios within Apple's ecosystem [20] - The company is also developing acoustic solutions for smart wearable devices to create long-term growth momentum [20] Group 19 - Company P provides deep processing glass technology for Apple, supplying display and structural glass for terminal devices [21] - The company's products achieve industry-leading strength and optical performance, aligning with Apple's requirements for product appearance and durability [21] - The trend of upgrading consumer electronics glass to larger sizes and higher transparency drives the company to continuously enhance its competitiveness [21] Group 20 - Company Q offers vacuum coating equipment for Apple, primarily used for surface treatment of screens and structural components [22] - The company's equipment meets Apple's manufacturing needs in terms of coating precision and stability [22] - The company helps Apple achieve differentiated competition through equipment technology iterations amid trends of upgrading appearance and performance in consumer electronics [22] Group 21 - Company R provides communication chips and modules for Apple, mainly used in smart home devices for connectivity [23] - The company's products meet Apple's ecological standards in terms of stability and compatibility [23] - The company is also expanding into automotive-grade communication chip business to unlock new growth opportunities [23] Group 22 - Company S specializes in machine vision inspection equipment for Apple, providing solutions for appearance and performance testing of terminal devices [24] - The company's equipment achieves industry-leading precision and efficiency through advanced visual algorithms and optical technology [24] - The company continuously enhances its inspection capabilities through equipment iterations, deeply participating in Apple's quality control system [24] Group 23 - Company T supplies environmentally friendly synthetic leather materials for Apple, used in accessories and smart device exterior components [25] - The company's products meet Apple's design requirements in terms of environmental friendliness and texture [25] - The trend of green and low-carbon transformation in consumer electronics drives the company to continuously optimize product performance through material innovation [25] Group 24 - Company U provides offline home furnishing showrooms for Apple, showcasing and selling smart home products [26] - The company helps Apple reach a broader family user base through its nationwide channel network [26] - The acceleration of the smart home ecosystem's implementation allows the company to enhance market penetration for Apple's smart home products [26] Group 25 - Company V offers supply chain logistics services for Apple, primarily handling warehousing and distribution of components [27] - The company ensures efficient operation of Apple's supply chain through intelligent logistics systems and customized solutions [27] - The company enhances logistics resilience to help Apple cope with uncertainties amid global supply chain restructuring [27] Group 26 - Company W provides display testing equipment for Apple, focusing on performance and defect detection of terminal screens [28] - The company's equipment meets Apple's high standards in precision and stability through advanced testing technology and algorithm capabilities [28] - The company continuously enhances its testing capabilities through equipment iterations, deeply participating in Apple's product quality control [28] Group 27 - Company X provides semiconductor packaging and module manufacturing services for Apple, covering core components like RF chips and power management chips [29] - The company maintains a significant position in Apple's supply chain due to its advanced manufacturing technology and large-scale capacity [29] - The company is accelerating its layout in automotive-grade chip business to adapt to industry structural changes [29] Group 28 - Company Y provides automated assembly equipment for Apple, primarily used in the precision assembly of terminal devices [30] - The company's equipment meets Apple's manufacturing needs in terms of efficiency and stability through advanced automation technology [30] - The company continuously enhances its assembly capabilities through equipment iterations, deeply participating in Apple's production system [30] Group 29 - Company Z provides functional testing fixtures and automation equipment for Apple, focusing on performance testing and validation of terminal devices [31] - The company's products meet Apple's high standards in precision and reliability through a professional R&D team and manufacturing capabilities [31] - The company supports Apple's efficient product launches by quickly responding to customer needs amid the accelerated pace of consumer electronics iteration [31] Group 30 - Company A provides precision functional structural components for Apple, primarily used in internal components of devices like iPhones and iPads [32] - The company's products meet Apple's design requirements in terms of stability and integration through mature manufacturing processes and quality control [32] - The company is also expanding into the electric vehicle structural component business to unlock new growth opportunities [32] Group 31 - Company B supplies rare earth permanent magnet materials for Apple, used in components like vibration motors and sensors [33] - The company's materials meet Apple's technical requirements in terms of magnetic performance and stability through advanced rare earth processing technology [33] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance through material innovation [33] Group 32 - Company C provides quartz crystal components for Apple, primarily used in clock and frequency control modules of terminal devices [34] - The company's products meet Apple's high standards in precision and stability through mature crystal manufacturing technology [34] - The trend of high-frequency and high-speed upgrades in consumer electronics drives the company to continuously optimize product performance [34] Group 33 - Company D provides display touch modules for Apple, primarily used in screen components of iPhones and iPads [35] - The company's products meet Apple's ecological standards in terms of touch sensitivity and display quality through advanced display technology and manufacturing capabilities [35] - The trend of flexible and high-refresh-rate upgrades in display technology drives the company to continuously enhance module performance [35] Group 34 - Company E, as a core strategic supplier for Apple, specializes in precision connectors and modules widely used in devices like iPhones and headphones [37] - The company occupies a core position in Apple's supply chain due to its full industry chain layout and large-scale manufacturing capabilities [37] - The company is accelerating its layout in automotive electronics to create a long-term growth engine [37] Group 35 - Company F provides rare earth permanent magnet materials for Apple, used in components like motors and sensors [38] - The company's materials meet Apple's high standards in terms of performance and consistency through advanced rare earth permanent magnet technology [38] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [38] Group 36 - Company G provides display solutions for Apple, primarily used in brand display and interactive experience scenarios in Apple stores [39] - The company leverages advanced display technology and creativity to create immersive brand communication scenarios for Apple [39] - The trend of scenario-based marketing in consumer electronics allows the company to continuously enhance its service capabilities and strengthen its partnership with Apple [39] Group 37 - Company H provides functional film materials and automation equipment for Apple, primarily used in screen protection and assembly processes [40] - The company's products meet Apple's design requirements in terms of protection performance and fitting precision through advanced film material R&D and manufacturing capabilities [40] - The trend of lightweight upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [40]
玻璃玻纤板块1月20日跌2.34%,国际复材领跌,主力资金净流出3.6亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-20 08:57
Market Overview - The glass and fiberglass sector experienced a decline of 2.34% compared to the previous trading day, with International Composite Materials leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable stock performances include: - Jiuding New Materials (002201) rose by 10.02% to a closing price of 13.94, with a trading volume of 1.9372 million shares and a transaction value of 2.652 billion [1] - Qibin Group (601636) increased by 1.43% to 6.39, with a trading volume of 630,000 shares and a transaction value of 286.8 million [1] - China Jushi (600176) saw a slight increase of 0.16% to 19.09, with a trading volume of 513,200 shares and a transaction value of 977 million [1] - International Composite Materials (301526) fell by 7.95% to 7.41, with a trading volume of 1.979 million shares and a transaction value of 1.497 billion [2] Capital Flow - The glass and fiberglass sector saw a net outflow of 360 million from institutional investors, while retail investors contributed a net inflow of 506 million [2] - Detailed capital flow for specific stocks indicates: - Jiuding New Materials had a net inflow of 30.3 million from institutional investors, while retail investors had a net outflow of 12.9 million [3] - North Glass (002613) experienced a net outflow of 1.859 million from institutional investors but a net inflow of 735,600 from retail investors [3] - China Jushi had a net outflow of 7.5775 million from institutional investors, with retail investors contributing a net outflow of 2.93287 million [3]