2025年1至6月份，亚玛顿的营业收入构成为：新能源占比88.61%，电子玻璃及显示器件行业占比 10.99%，其他业务占比0.4%。 （记者 曾健辉） 每经AI快讯，亚玛顿（SZ 002623，收盘价：17.83元）发布公告称，2025年12月17日，亚玛顿接受中银 证券等投资者调研，公司副总经理、财务总监兼董事会秘书刘芹；证券事务代表王子杰参与接待，并回 答了投资者提出的问题。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… 截至发稿，亚玛顿市值为35亿元。 ...

2020-2025年1-10月中国夹层玻璃产量统计图 上市企业：旗滨集团（601636）,南玻Ａ（000012）,福耀玻璃（600660）,金晶科技（600586）,凯盛新能 （600876）,耀皮玻璃（600819）,山东药玻（600529）,亚玛顿（002623） 相关报告：智研咨询发布的《2026-2032年中国夹层玻璃行业市场现状调查及发展趋向研判报告》 根据国家统计局数据显示：2025年10月中国夹层玻璃产量为1344万平方米，同比下降9.1%；2025年1-10 月中国夹层玻璃累计产量为13423万平方米，累计增长4.6%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

证券日报网讯12月3日，亚玛顿（002623）在互动平台回答投资者提问时表示，截至2025年9月30日收 盘，公司合并普通账户和融资融券信用账户共31487户。 ...

Core Viewpoint - The stock of Yamaton has shown fluctuations with a year-to-date increase of 25.53%, but recent trends indicate a decline over the past five, twenty, and sixty days [1][2]. Group 1: Stock Performance - As of November 24, Yamaton's stock price increased by 2.01% to 18.76 CNY per share, with a trading volume of 39.11 million CNY and a turnover rate of 1.07%, resulting in a total market capitalization of 3.734 billion CNY [1]. - Year-to-date, Yamaton has experienced a stock price increase of 25.53%, but has seen declines of 6.99% over the last five trading days, 3.60% over the last twenty days, and 17.86% over the last sixty days [1]. - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on July 18, where it recorded a net buy of -10.75 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Yamaton reported a revenue of 1.58 billion CNY, reflecting a year-on-year decrease of 35.42%, and a net profit attributable to shareholders of -59.57 million CNY, a decline of 123.67% [2]. - Cumulative cash dividends since the A-share listing amount to 319 million CNY, with 232 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Yamaton had 31,500 shareholders, an increase of 25.12% from the previous period, with an average of 6,308 circulating shares per shareholder, a decrease of 20.08% [2]. - The top ten circulating shareholders saw a change, with the Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed Fund exiting the list [3]. Group 4: Business Overview - Yamaton, established on September 11, 2006, and listed on October 13, 2011, specializes in the research and development of photovoltaic glass coating materials and technology, as well as the production and sales of photovoltaic coated glass [1]. - The company's main revenue sources include solar glass (85.54%), electronic glass and other glass products (10.99%), electricity sales (2.27%), solar components (0.80%), and others (0.40%) [1].

Group 1 - The core viewpoint of the article is that Amatton (SZ 002623) has announced its participation in a research meeting with GF Securities, where key executives will address investor inquiries [1] - For the first half of 2025, Amatton's revenue composition shows that the new energy sector accounts for 88.61%, the electronic glass and display device industry accounts for 10.99%, and other businesses account for 0.4% [1] - As of the report date, Amatton's market capitalization is 3.7 billion yuan [1]

Core Viewpoint - The company, Amaton, reported an increase in the shipment volume of its optoelectronic display glass products, benefiting from the recent recovery in the consumer electronics industry [1] Company Summary - Amaton participated in an institutional research meeting on November 21, where it highlighted the positive impact of the consumer electronics industry's recovery on its product shipments [1]

常州亚玛顿股份有限公司投资者关系活动记录表 证券代码：002623 证券简称：亚玛顿 答：项目公司亚玛顿玻璃工业有限公司已经注册完成，并且完 成境外投资备案手续。本次海外产能项目的投资建设符合公司 全球化发展战略需要，有利于公司充分利用当地的区位、资源 优势，有效降低公司的生产成本，扩大海内外市场占有率，同 时加快海外光伏玻璃产能布局，以灵活应对复杂多变的国际贸 易环境，辐射中东及欧美、南亚市场，推动公司在国际化市场 的业务发展，从而提升公司国际市场竞争力，实现公司长远发 展目标及提升全体股东的利益。 5、公司在光电显示玻璃行业已经布局多年，公司光电显示玻璃 现阶段情况？ 答：受益于近年消费电子行业复苏，公司光电显示玻璃产品出 货量较往年有所提升。 6、公司钙钛矿电池相关技术进展情况？ 答：公司现已具备 ITO 玻璃量产能力，相较于 FTO 玻璃，ITO 玻 | | 璃具有大尺寸钢化、超轻薄、高导电性、高透光率、高机械性 | | --- | --- | | | 能及表面缺陷少的优点。目前，公司在不断地储备和完善相关 | | | 的技术和经验，并与纤纳光电、协鑫集团等企业保持良好战略 | | | 合作关系，待该 ...

Core Viewpoint - The company, Yamaton (002623.SZ), is a qualified supplier of Tesla's solar roof tiles and energy storage glass products, indicating a strategic partnership with Tesla in the renewable energy sector [1] Group 1: Company Collaboration - The current collaboration with Tesla does not involve the mentioned technology areas, suggesting a focused scope of partnership at this stage [1] - The company is committed to ongoing technology research and business development based on customer needs and market changes, highlighting its proactive approach to innovation and adaptation [1]

Core Viewpoint - The company, Yamaton (002623.SZ), is a qualified supplier of Tesla's solar roof tiles and energy storage door glass products, indicating a strategic partnership with Tesla in the renewable energy sector [1] Group 1: Company Collaboration - The current collaboration with Tesla does not involve the specific technology areas mentioned by the inquirer, suggesting a focused scope of partnership at this stage [1] - The company is committed to ongoing technology research and business development based on customer needs and market changes, highlighting its proactive approach to innovation and adaptation [1]

Core Viewpoint - The company aims to align with industry trends, focusing on high-quality development of its core business while dynamically adjusting its production and sales strategies based on order demand, inventory levels, and customer delivery schedules [1] Group 1 - The company will actively practice industry self-discipline and enhance operational efficiency through continuous optimization of its product matrix [1] - The company emphasizes the importance of lean management to reduce costs and increase efficiency [1] - The company seeks to improve its risk resistance and development resilience [1]