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2025年1-4月中国中空玻璃产量为0.4亿平方米 累计下降5.1%
Chan Ye Xin Xi Wang· 2025-10-15 01:07
2020-2025年1-4月中国中空玻璃产量统计图 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《2025-2031年中国玻璃加工行业市场深度分析及投资前景展望报告》 根据国家统计局数据显示:2025年4月中国中空玻璃产量为0.1亿平方米,同比下降6.8%;2025年1-4月 中国中空玻璃累计产量为0.4亿平方米,累计下降5.1%。 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。 ...
2025年1-8月中国钢化玻璃产量为3.4亿平方米 累计下降9.4%
Chan Ye Xin Xi Wang· 2025-10-09 03:44
2020-2025年1-8月中国钢化玻璃产量统计图 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《2025-2031年中国钢化玻璃行业市场供需态势及发展前景研判报告》 根据国家统计局数据显示:2025年8月中国钢化玻璃产量为0.4亿平方米,同比下降5%;2025年1-8月中 国钢化玻璃累计产量为3.4亿平方米,累计下降9.4%。 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。 ...
2025年1-8月中国夹层玻璃产量为10610.5万平方米 累计增长6.6%
Chan Ye Xin Xi Wang· 2025-10-09 03:38
2020-2025年1-8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《2025-2031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8月中国夹层玻璃产量为1443万平方米,同比增长6.6%;2025年1-8月 中国夹层玻璃累计产量为10610.5万平方米,累计增长6.6%。 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。 ...
内卷外溢,中国光伏“卷”到中东
3 6 Ke· 2025-10-09 02:43
Core Points - Hongjun New Energy has signed a cooperation agreement with Saudi partners to establish a 6GW high-efficiency heterojunction component production base in Saudi Arabia, marking the company's first overseas factory since its establishment in 2023 [1] - The company is part of a trend where at least 15 Chinese photovoltaic companies have announced overseas factory plans since 2025, with total investments exceeding 20.4 billion yuan, primarily in the Middle East and surrounding regions [1][2] - The Middle East is becoming a favored destination for Chinese photovoltaic companies due to strong local demand for energy transition and favorable policy environments [11][12] Company Developments - Hongjun New Energy is a new player in the photovoltaic industry, focusing on the production and sales of heterojunction solar cells and components, with Gree Group as one of its shareholders [1] - Other companies, including He Guang Tong Cheng and Zhonghuan New Energy, are also planning to establish factories in the Middle East, indicating a broader trend of Chinese companies expanding their production capabilities internationally [6][7] Industry Trends - The trend of Chinese photovoltaic companies establishing overseas factories is largely driven by the need to escape domestic market saturation and seek new growth opportunities [10][14] - The Middle East's geographical advantage and the lack of trade barriers with Western markets make it an attractive location for Chinese companies to set up production facilities [11][12] - The total planned photovoltaic capacity in the Middle East and surrounding regions is approximately 276.6GW, indicating a potential oversupply and intense competition in the market [2][12] Technological Developments - The projects in the Middle East are primarily adopting n-type technology, with Hongjun New Energy's 6GW component base being the first heterojunction project in the region [8] - The photovoltaic glass industry is also seeing a shift, with several manufacturers planning to establish production lines in the Middle East to mitigate domestic overcapacity issues [9][10] Market Challenges - The rapid expansion of photovoltaic capacity in the Middle East may lead to market oversupply and increased competition, raising concerns about the sustainability of profit margins for companies operating in the region [10][12] - The industry must be cautious of repeating past mistakes seen in Southeast Asia, where trade barriers and investigations led to significant losses for Chinese companies [15]
2025年1-5月中国夹层玻璃产量为6382.2万平方米 累计增长6.3%
Chan Ye Xin Xi Wang· 2025-09-21 02:20
Group 1 - The core viewpoint of the news highlights the growth in China's laminated glass production, with a reported output of 12.85 million square meters in May 2025, reflecting a year-on-year increase of 0.4% [1] - Cumulative production from January to May 2025 reached 63.82 million square meters, showing a cumulative growth of 6.3% [1] Group 2 - The companies mentioned in the laminated glass industry include Qibin Group, Nanshan Glass, Fuyao Glass, Jinjing Technology, Kaisheng New Energy, Yaopi Glass, Shandong Pharmaceutical Glass, and Yamaton [1] - The report referenced is the "2025-2031 China Laminated Glass Industry Market Status Survey and Development Trend Judgment Report" published by Zhiyan Consulting [1]
2025年1-5月中国平板玻璃产量为40176.8万重量箱 累计下降4.9%
Chan Ye Xin Xi Wang· 2025-09-21 02:20
Group 1 - The core viewpoint of the article highlights a decline in China's flat glass production, with a reported decrease of 5.7% in May 2025 compared to the previous year [1] - Cumulative flat glass production from January to May 2025 reached 40,176.8 million weight cases, reflecting a 4.9% decrease year-on-year [1] - The article references a report by Zhiyan Consulting, which provides insights into the market supply and demand dynamics of the glass products industry in China from 2025 to 2031 [1] Group 2 - The listed companies in the glass industry include Qibin Group, Nanshan Glass A, Jinjing Technology, Kaisheng New Energy, Yaopi Glass, Shandong Pharmaceutical Glass, Yamaton, and Fuyao Glass [1] - The data source for the production statistics is the National Bureau of Statistics, with the information organized by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports and customized services [1]
光伏设备板块9月18日跌2.2%,福莱特领跌,主力资金净流出30.2亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-18 08:52
Market Overview - On September 18, the photovoltaic equipment sector declined by 2.2%, with Fulete leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the photovoltaic equipment sector included: - Tongling Co., Ltd. (301168) with a closing price of 42.55, up 5.37% [1] - ST Mubang (603398) at 7.19, up 4.96% [1] - Yijing Photovoltaic (600537) at 4.50, up 3.21% [1] - Major decliners included: - Fucai Te (601865) at 17.76, down 5.88% [2] - JinkoSolar (002459) at 12.96, down 5.54% [2] - Yamaton (002623) at 21.20, down 4.80% [2] Capital Flow - The photovoltaic equipment sector experienced a net outflow of 30.2 billion yuan from institutional investors, while retail investors saw a net inflow of 19.89 billion yuan [2] - The sector's capital flow details indicate that: - Jinlang Technology (300763) had a net inflow of 1.03 billion yuan from institutional investors [3] - DiKe Co., Ltd. (300842) saw a net inflow of 13.89 million yuan from institutional investors [3] - ST Quanzhang (300093) had a net inflow of 11.88 million yuan from institutional investors [3]
亚玛顿:拟使用额度不超过3000万元的部分闲置募集资金投资结构性存款或理财产品
Mei Ri Jing Ji Xin Wen· 2025-09-15 13:09
每经AI快讯,亚玛顿(SZ 002623,收盘价:22.31元)9月15日晚间发布公告称,常州亚玛顿股份有限 公司于2025年9月15日召开第六届董事会第一次会议,审议通过了《关于使用部分闲置募集资金进行结 构性存款或购买理财产品的议案》,同意在确保不影响募集资金投资计划正常进行的情况下,公司对最 高额度不超过人民币3000万元的部分闲置募集资金适时进行现金管理,投资于安全性高、流动性好、有 保本约定的结构性存款或理财产品。 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%。 截至发稿,亚玛顿市值为44亿元。 每经头条(nbdtoutiao)——重大突破!中国这款新药,中美官方都认定有突破性疗效!世界肺癌大会 沸腾了 (记者 王晓波) ...
亚玛顿:9月15日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-15 12:49
每经AI快讯,亚玛顿(SZ 002623,收盘价:22.31元)9月15日晚间发布公告称,公司第六届第一次董 事会会议于2025年9月15日在常州市天宁区青龙东路616号公司会议室召开。会议审议了《关于聘任公司 董事会秘书的议案》等文件。 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%。 截至发稿,亚玛顿市值为44亿元。 每经头条(nbdtoutiao)——重大突破!中国这款新药,中美官方都认定有突破性疗效!世界肺癌大会 沸腾了 (记者 曾健辉) ...