Group 1 - The core viewpoint of the article highlights a decline in the production of hollow glass in China, with a reported decrease of 0.9% year-on-year in December 2025 and an overall cumulative decline of 8.1% for the year 2025 [1][1][1] Group 2 - The article cites that the production of hollow glass in China reached 0.1 million square meters in December 2025 [1] - Cumulative production for the entire year of 2025 was reported at 1.3 million square meters [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, a leading industry consulting firm in China [1]

北京商报讯（记者 王蔓蕾）1月30日晚间，亚玛顿（002623）发布2025年度业绩预告显示，公司预计全 年实现归属净利润亏损1亿—1.2亿元，上年同期为亏损1.27亿元。 亚玛顿表示，2025年光伏行业迎来深度调整期，面对光伏玻璃价格较去年同期显著下降和下游客户需求 不足的情形，在维护与主要客户稳定合作关系的前提下，公司制定了谨慎的销售策略，合理控制产能、 产量，减少库存带来的现金流压力，因此公司光伏玻璃产品销售量和销售收入减少，产品毛利率处于低 位。同时，公司按照会计准则的相关规定，基于谨慎性原则，增加了坏账计提规模以及拟对相关资产组 计提减值准备。 ...

经济观察网2026年1月30日，亚玛顿（002623）发布2025年度业绩预告，预计2025年净利润亏损1亿元至 1.2亿元。扣除非经常性损益后的净利润亏损1.36亿元至1.56亿元。 ...

证券代码：002623 证券简称：亚玛顿 公告编号：2026-008 常州亚玛顿股份有限公司 关于使用闲置募集资金进行现金管理到期赎回 并继续进行现金管理的进展公告 | 亚玛顿 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | （鄂尔 | | 保本浮 | 中国民 | | 2025.10.16 | | | | 多斯） | 结构性 | | 生银行 | | | | | | | | 动收益 | | 2,000 | -2026.01.0 | 1%-1.45% | 6.79 | | 新材料 | 存款 | | 常州新 | | | | | | | | 型 | | | 8 | | | | 有限公 | | | 北支行 | | | | | | 司 | | | | | | | | 二、本次继续使用部分闲置募集资金进行现金管理的进展情况 | 投资 | 预计年 | 关联 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

证券代码：002623 证券简称：亚玛顿 公告编号：2026-007 常州亚玛顿股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，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 | 项目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 | 亏损：10,000 | 万元-12,000 | 万元 | 亏损：12,677.30 | 万元 | | 的净利润 | | | | | | | 扣除非经常性损益后 | 亏损：13,600 | 万元-15,600 | 万元 | 亏损：15,329.90 | 万元 | | 的净利润 | | | | | | | 基本每股收益 | 亏损：0.50 | 元/股-0.61 | 元/股 | 亏损：0.64 | 元/股 | 二、与会计师事务所沟通情况 本次业绩预告相关数据未经会计师事务所审计。公司已就业绩预告有关事 项与年审会计师事务所进行了预沟通，双方在业 ...

Core Viewpoint - The report highlights the trends and forecasts in the Chinese flat glass industry from 2026 to 2032, indicating a slight growth in production despite a recent decline in cumulative output for 2025 [1] Industry Summary - According to the National Bureau of Statistics, the production of flat glass in China reached 88.29 million weight cases in December 2025, marking a year-on-year increase of 3.4% [1] - The cumulative production of flat glass for the entire year of 2025 was 975.91 million weight cases, reflecting a decrease of 3% compared to the previous year [1] - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, which has been focusing on industry research for over a decade [1]

Core Viewpoint - The Chinese laminated glass industry is experiencing a decline in production, with a notable decrease in output projected for December 2025 compared to the previous year [1] Industry Summary - According to the National Bureau of Statistics, the production of laminated glass in China is expected to reach 15.56 million square meters in December 2025, representing a year-on-year decrease of 7.1% [1] - For the entire year of 2025, the cumulative production of laminated glass is projected to be 164.228 million square meters, reflecting a cumulative growth of 2.7% [1] - The report by Zhiyan Consulting provides insights into the current market status and development trends of the laminated glass industry in China from 2026 to 2032 [1] Company Summary - Listed companies in the laminated glass sector include Qibin Group (601636), Nanfang A (000012), Fuyao Glass (600660), Jinjing Technology (600586), Kaisheng New Energy (600876), Yaopi Glass (600819), Shandong Pharmaceutical Glass (600529), and Yamaton (002623) [1]

Core Viewpoint - The emergence of "space photovoltaics" is reshaping the value proposition for Chinese solar companies, positioning them as essential players in Elon Musk's space energy vision [1][4]. Group 1: Market Dynamics - The recent surge in the A-share market for solar stocks is driven by Musk's announcement at the Davos Forum about SpaceX and Tesla's plan to establish a solar production base with an annual capacity of 200GW, which is projected to meet nearly a quarter of the U.S. electricity demand [1][3]. - The excitement in the capital market is not merely speculative; it reflects a structural shift in the global energy landscape, with China having a significant role due to its established solar manufacturing capabilities [4][6]. Group 2: Industry Challenges and Opportunities - The solar industry has faced significant challenges over the past two years, including overcapacity and price wars, leading to widespread losses among companies, with projected losses totaling around 400 billion yuan [7]. - Musk's focus on space photovoltaics offers a new growth narrative for the industry, potentially alleviating some of the pressures from the current overcapacity situation [7][8]. Group 3: Technological Advancements - The global space photovoltaic market is expected to reach between $500 billion and $1 trillion by 2030, driven by the removal of traditional constraints faced by ground-based solar [3]. - The technology roadmap for space photovoltaics is anticipated to evolve through three phases, starting with GaAs cells for high-value applications, followed by HJT technology for low Earth orbit satellites, and eventually transitioning to perovskite tandem cells for large-scale deployments [9][10]. Group 4: Chinese Supply Chain Advantage - Chinese companies dominate over 70% of the global solar manufacturing supply chain, making them indispensable for any large-scale space photovoltaic initiatives, regardless of where the production is localized [5][11]. - The integration of space photovoltaics into China's existing energy infrastructure and policy frameworks positions the country favorably for future developments in this sector [5][12]. Group 5: Competitive Landscape - Various companies are exploring different technological pathways in the space photovoltaic sector, with some focusing on efficiency breakthroughs and others leveraging existing aerospace supply chain experience [11][12]. - The competition in space photovoltaics will involve not only technological advancements but also the ability to meet stringent aerospace certification requirements, which can create significant barriers to entry for new players [11][12].

格隆汇1月28日丨亚玛顿(002623.SZ)近日接受特定对象调研时表示，公司目前光伏玻璃产能主要分布在 安徽凤阳和辽宁本溪生产基地。新增产能主要为内蒙古鄂尔多斯生产基地以及海外阿联酋生产基地。 （原标题：亚玛顿(002623.SZ)：公司目前光伏玻璃产能主要分布在安徽凤阳和辽宁本溪生产基地） ...

Core Viewpoint - The company, Yamaton (002623.SZ), is supplying solar tile glass and energy storage door products to North American customers and has received new orders for traditional photovoltaic glass this year [1] Group 1 - The company is actively engaging in the North American market with its solar tile glass and energy storage door products [1] - There are new orders for traditional photovoltaic glass, indicating growth in the company's product offerings [1]