证券代码：002613 证券简称：北玻股份 公告编号：2025083 洛阳北方玻璃技术股份有限公司 关于使用暂时闲置募集资金进行现金管理的进展公告 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。 洛阳北方玻璃技术股份有限公司（以下简称"公司"）于 2024 年 11 月 29 日召开的公司 第八届董事会第十九次会议审议通过了《关于使用暂时闲置募集资金进行现金管理的议案》， 同意公司根据募集资金投资项目的建设进度及实际资金安排，在确保不影响募集资金投资计划 正常使用的情况下，用不超过 3.5 亿元人民币的闲置募集资金进行现金管理，上述额度内资金 可滚动使用。投资期限自公司董事会审议通过之日起 12 个月内有效。具体的内容详见公司于 2024 年 11 月 30 日在巨潮资讯网(www.cninfo.com.cn)披露的《关于使用暂时闲置募集资金进 行现金管理的公告》（公告编号:2024060）。 公司于 2025 年 4 月 24 日召开的公司第八届董事会第二十一次会议审议通过了《关于使用 暂时闲置募集资金进行现金管理的议案》，同意公司根据募集资金投资项目的建设 ...

Market Overview - The glass and fiberglass sector experienced a decline of 2.63% on October 13, with Zhongcai Technology leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Notable stock performances in the glass and fiberglass sector include: - Jiuding New Materials (002201) closed at 8.14, up 1.12% with a trading volume of 155,400 shares and a turnover of 123 million yuan [1] - Zhongcai Technology (002080) closed at 32.33, down 4.46% with a trading volume of 313,900 shares and a turnover of 1.008 billion yuan [2] - China Jushi (600176) closed at 16.69, down 3.19% with a trading volume of 637,700 shares and a turnover of 1.055 billion yuan [2] Capital Flow - The glass and fiberglass sector saw a net outflow of 291 million yuan from institutional investors and a net outflow of 135 million yuan from speculative funds, while retail investors had a net inflow of 426 million yuan [2] - Specific stock capital flows include: - Yaopi Glass (600819) had a net inflow of 7.9147 million yuan from institutional investors and a net outflow of 31.985 million yuan from speculative funds [3] - Beibo Co. (002613) had a net inflow of 2.3699 million yuan from institutional investors and a net outflow of 4.6639 million yuan from speculative funds [3]

Market Overview - The glass and fiberglass sector increased by 1.24% on September 29, with Qibin Group leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Qibin Group (601636) closed at 7.04, up 3.23% with a trading volume of 592,100 shares and a turnover of 414 million yuan [1] - Changhai Co., Ltd. (300196) closed at 15.11, up 2.51% with a trading volume of 72,700 shares and a turnover of 109 million yuan [1] - China Jushi (600176) closed at 17.04, up 1.43% with a trading volume of 725,800 shares and a turnover of 1.224 billion yuan [1] - Other notable stocks include Zhongcailiao Technology (002080) at 34.27, up 1.90%, and Jinjing Technology (600586) at 4.99, up 1.01% [1] Capital Flow - The glass and fiberglass sector experienced a net outflow of 145 million yuan from institutional investors, while retail investors saw a net inflow of 232 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are increasing their positions [2] Individual Stock Capital Flow - Zhongcailiao Technology (002080) had a net outflow of 37.61 million yuan from institutional investors, while retail investors contributed a net inflow of 1.24 million yuan [3] - Jinjing Technology (600586) saw a net inflow of 11.07 million yuan from institutional investors, but retail investors had a net outflow of 0.45 million yuan [3] - North Glass Co., Ltd. (002613) experienced a net outflow of 3.61 million yuan from institutional investors, with retail investors contributing a net inflow of 2.36 million yuan [3]

证券代码：002613 证券简称：北玻股份 公告编号：2025081 洛阳北方玻璃技术股份有限公司 关于对控股子公司担保进展公告 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"）2025 年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）。 二、担保进展情况 ...

证券代码：002613 证券简称：北玻股份 公告编号：2025082 洛阳北方玻璃技术股份有限公司 关于全资子公司名称变更并取得营业执照的公告 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。 营业期限：长期 经营范围：研发、设计、制造、销售玻璃深加工设备和产品，货物及技术进出口。产业园 区管理服务业务。(依法须经批准的项目，经相关部门批准后方可开展经营活动) 特此公告 名称：洛阳北玻高端装备产业有限公司 统一社会信用代码：91410323MA9FBJ9G7E 类型：有限责任公司（非自然人投资或控股的法人独资） 住所：河南省洛阳市新安县经济技术开发区洛新园区广深路 3 号 法定代表人：高学明 注册资本：叁亿元 洛阳北方玻璃技术股份有限公司因经营发展管理需求，将全资子公司洛阳北玻高端装备产 业园有限公司名称变更为"洛阳北玻高端装备产业有限公司"。并于 2025 年 9 月 26 日完成工 商登记手续，取得了洛阳市市场监督管理局颁发的《营业执照》。除名称变更，其他工商登记 事项未发生变更，基本信息如下： 洛阳北方玻璃技术股份有限公司 1 2025年9月29日 ...

Overview - The laminated glass market in China is expected to reach a demand of 110.746 million square meters and a market size of 21.717 billion yuan in 2024, with a production volume of 157.651 million square meters [1][10] - The demand for laminated glass is driven by increasing national income levels and safety awareness, leading to its widespread application in construction and automotive sectors [1][10] Market Policies - The Chinese government has implemented various policies to support the development of the glass industry, including standards and guidelines aimed at promoting safety and sustainability [6] Industry Chain - The laminated glass industry chain includes upstream suppliers of raw materials like quartz sand and soda ash, midstream manufacturers of laminated glass, and downstream applications in construction, automotive, and other sectors [9] Current Market Situation - The construction sector accounts for nearly 50% of the laminated glass demand, with significant applications in residential, commercial, and public buildings [9][10] - The automotive sector is also a growing market for laminated glass, particularly with the rise of electric vehicles [10] Competitive Landscape - The laminated glass market in China is highly competitive, with domestic companies like Fuyao Glass, Xinyi Glass, and Flat Glass leading the market, achieving a domestic market share of 98.75% by 2024 [10][12] - Fuyao Glass reported a revenue of 21.450 billion yuan in the first half of 2025, with automotive glass accounting for 91.10% of its revenue [12] - Flat Glass achieved a revenue of 7.737 billion yuan in the same period, with a gross profit margin of 14.05% [12] Future Trends - The laminated glass industry is expected to see increased consolidation as smaller, less efficient companies are phased out due to stricter environmental standards [14] - The Belt and Road Initiative is anticipated to open new international markets for Chinese laminated glass companies, particularly in Southeast Asia and Africa [14]

Market Overview - On September 24, the glass and fiberglass sector declined by 1.93%, with Honghe Technology leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Key stocks in the glass and fiberglass sector showed varied performance, with Jin Jing Technology rising by 4.86% to a closing price of 5.18, and Honghe Technology falling by 6.47% to 36.01 [1][2] - The trading volume and turnover for major stocks included: - Jin Jing Technology: 602,000 shares, turnover of 306 million yuan - Qi Bin Group: 361,400 shares, turnover of 236 million yuan - Shandong Pofiber: 126,800 shares, turnover of 100 million yuan [1][2] Capital Flow - The glass and fiberglass sector experienced a net outflow of 138 million yuan from institutional investors and 174 million yuan from retail investors, while individual investors saw a net inflow of 312 million yuan [2] - Detailed capital flow for selected stocks included: - Jin Jing Technology: 77.61 million yuan net inflow from institutional investors - Qi Bin Group: 48.32 million yuan net inflow from institutional investors [3] Summary of Individual Stock Flows - Jin Jing Technology had a significant institutional net inflow of 77.61 million yuan, while retail investors showed a net outflow of 60.91 million yuan [3] - Qi Bin Group also saw a net inflow from institutional investors of 48.32 million yuan, with retail investors experiencing a net outflow of 28.91 million yuan [3]

Market Overview - On September 22, the glass and fiberglass sector rose by 1.01% compared to the previous trading day, with Honghe Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Key stocks in the glass and fiberglass sector showed varied performance: - Honghe Technology (603256) closed at 40.30, up 3.57% with a trading volume of 211,800 shares and a turnover of 845 million yuan [1] - Yao Pi Glass (618009) closed at 7.24, up 3.43% with a trading volume of 473,600 shares and a turnover of 341 million yuan [1] - China Jushi (600176) closed at 16.15, up 3.33% with a trading volume of 963,800 shares and a turnover of 1.52 billion yuan [1] - Other notable performances include: - Zai Sheng Technology (603601) at 5.38, up 2.09% [1] - Sanxia New Materials (600293) at 3.11, up 1.30% [1] - International Composite Materials (301526) at 6.72, down 0.30% [1] Capital Flow - The glass and fiberglass sector experienced a net inflow of 22.19 million yuan from institutional investors, while retail investors saw a net inflow of 30.26 million yuan [2] - However, there was a net outflow of 52.45 million yuan from speculative funds [2] Individual Stock Capital Flow - Honghe Technology saw a net outflow of 43.72 million yuan from institutional investors, while retail investors had a net outflow of 49.84 million yuan [3] - Yao Pi Glass had a net inflow of 31.51 million yuan from institutional investors, but a net outflow of 43.57 million yuan from retail investors [3] - China Jushi experienced a net inflow of 22.30 million yuan from institutional investors, with a significant net outflow of 52.21 million yuan from speculative funds [3]

Market Overview - On September 15, the glass and fiberglass sector rose by 0.59% compared to the previous trading day, with Zhongcai Technology leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Zhongcai Technology (002080) closed at 36.15, up 4.84% with a trading volume of 539,400 shares and a transaction value of 1.918 billion [1] - Other notable performers include: - Sanxia New Material (600293) at 3.20, up 1.59% [1] - Honghe Technology (603256) at 40.12, up 1.19% [1] - Conversely, China Jushi (600176) closed at 15.36, down 1.35% with a trading volume of 618,400 shares and a transaction value of 950 million [1][2] Capital Flow - The glass and fiberglass sector experienced a net outflow of 38.1864 million from institutional investors and 41.0712 million from speculative funds, while retail investors saw a net inflow of 79.2575 million [2] - The capital flow for key stocks includes: - Zhongcai Technology with a net inflow of 196 million from institutional investors [3] - Honghe Technology with a net inflow of 20.4092 million from institutional investors [3] - China Jushi with a net outflow of 11.5422 million from institutional investors [3]

Core Viewpoint - The company reported a revenue of 873 million yuan for the first half of 2025, marking an 8.02% year-on-year increase, while the net profit attributable to shareholders decreased by 32.31% to 48 million yuan [4]. Group 1: Equipment Segment Performance - The company achieved a dual business integration in "glass deep processing equipment and products." The non-metallic building materials segment generated revenue of 306 million yuan, a decline of 10.34%, with a gross margin of 20.38%, down by 9.37 percentage points [5]. - Revenue from specialized equipment reached 567 million yuan, an increase of 21.42%, with a gross margin of 29.75%, up by 1.24 percentage points. The glass tempering equipment, a key pillar of the company, saw revenue of 353 million yuan, down 14.28%, with a gross margin of 29.51%, a slight decrease of 0.11 percentage points [5]. - The fourth-generation high-end glass tempering equipment achieved two industry-firsts in smart integration, laying a solid foundation for future intelligent development [5]. - Revenue from vacuum coating equipment was 156 million yuan, with a gross margin of 37.65%. The company has been expanding market applications for vacuum coating equipment, with future potential in thin-film batteries, medical devices, and fabric materials [5]. Group 2: Global Expansion - The company is actively advancing its global development strategy, with overseas market expansion becoming a core driver of performance growth. The company has integrated resources and enhanced market competitiveness, resulting in product sales covering over 110 countries and regions, with more than 80% coverage in "Belt and Road" countries [6]. - Overseas business revenue accounted for 47.50% of total revenue, reflecting a year-on-year growth of 45.53% [6].