证券之星消息，11月28日玻璃玻纤板块较上一交易日上涨0.59%，再升科技领涨。当日上证指数报收于 3888.6，上涨0.34%。深证成指报收于12984.08，上涨0.85%。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) | | --- | --- | --- | --- | --- | --- | | 603601 | 再升科技 | 5.06 | 6.30% | 73.60万 | 3.67亿 | | 600293 | 三峡新材 | 3.17 | 4.62% | 67.11万 | 2.12亿 | | 601636 | 旗滨集团 | 6.10 | 2.18% | 77.40万 | 4.73亿 | | 600876 | 凯盛新能 | 10.18 | 1.90% | - 2.83万 | 2862.95万 | | 002613 | 北玻股份 | 3.86 | 1.31% | 9.18万 | 3521.00万 | | 002201 | 九鼎新材 | 7.99 | 1.27% | 10.30万 | 8147.67万 | | 6180009 | 耀皮玻璃 | ...

证券之星消息，截至2025年11月27日收盘，国际复材(301526)报收于5.71元，下跌0.17%，换手率 1.89%，成交量26.56万手，成交额1.52亿元。 11月27日的资金流向数据方面，主力资金净流出1622.75万元，占总成交额10.65%，游资资金净流出 389.19万元，占总成交额2.56%，散户资金净流入2011.94万元，占总成交额13.21%。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 游资净占比 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-27 | 5.71 | -0.17% | -1622.75万 | -10.65% | -389.19万 | -2.56% | 2011.94万 | - 13.21% | | 2025-11-26 | | 5.72 0.00% | 942.28万 | 4.64% | -470.86万 | -2.32% | -471.42万 | -2.32% | | 2025-11-2 ...

Market Overview - The glass and fiberglass sector increased by 4.57% on November 25, with China National Materials leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up 0.87%, while the Shenzhen Component Index closed at 12777.31, up 1.53% [1] Stock Performance - China National Materials (002080) closed at 32.64, up 10.01% with a trading volume of 349,200 shares and a transaction value of 1.118 billion [1] - Honghe Technology (603256) closed at 31.92, up 9.99% with a trading volume of 196,400 shares and a transaction value of 610 million [1] - Other notable performers include: - Zaiseng Technology (603601) at 4.69, up 4.69% [1] - International Composite Materials (301526) at 5.72, up 3.25% [1] - Jiuding New Materials (002201) at 8.18, up 2.38% [1] Capital Flow - The glass and fiberglass sector saw a net inflow of 485 million from institutional investors, while retail investors experienced a net outflow of 284 million [2] - The main capital flow details include: - Honghe Technology had a net inflow of 22.9 million from institutional investors [3] - China National Materials had a net inflow of 21 million from institutional investors [3] - International Composite Materials had a net inflow of 14.1 million from institutional investors [3]

11月25日，国际复材涨5.05%，截至发稿，报5.82元/股，成交1.25亿元，换手率1.57%，总市值219.47亿 元。 资料显示，重庆国际复合材料股份有限公司位于重庆市大渡口区建桥工业园B区，成立日期1991年8月 27日，上市日期2023年12月26日，公司主营业务涉及玻璃纤维及其制品研发、生产、销售。主营业务收 入构成为：玻璃纤维及制品97.51%，其他2.49%。 从国际复材十大流通股东角度 数据显示，南方基金旗下1只基金位居国际复材十大流通股东。南方中证1000ETF（512100）三季度减 持6.26万股，持有股数1035.15万股，占流通股的比例为0.74%。根据测算，今日浮盈赚取约289.84万 元。 截至发稿，崔蕾累计任职时间7年20天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 164.23%， 任职期间最差基金回报-16.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 南方中证1000ETF（51210 ...

Group 1 - The core viewpoint of the article highlights the performance and valuation of International Composite Materials Co., Ltd., which has a closing price of 5.54 yuan and a rolling PE ratio of 273.87 times, significantly higher than the industry average of 53.20 times [1][2] - The company operates in the glass fiber industry, focusing on the research, production, and sales of glass fiber and its products, which are categorized into four types based on product form and production process [1] - As of November 10, 2025, the number of shareholders for International Composite Materials has increased to 78,438, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - The latest financial results for the third quarter of 2025 show that the company achieved a revenue of 6.413 billion yuan, representing a year-on-year increase of 19.01%, and a net profit of 273 million yuan, which is a substantial year-on-year increase of 273.53% [1] - The gross profit margin for the company stands at 17.67%, indicating a healthy profitability level within the industry [1] - In terms of market capitalization, the total market value of International Composite Materials is 20.891 billion yuan, positioning it within the competitive landscape of the glass fiber industry [2]

Core Viewpoint - The company is actively advancing customer certification and market promotion in emerging fields such as 5G and servers, leveraging its low dielectric glass fiber (LDK) products with excellent dielectric performance for various cutting-edge applications [1] Group 1: Product Development - The company's LDK products have a dielectric loss as low as 0.0002-0.0004, making them suitable for applications in 5G-A base station construction, AI servers, vehicle networking, and satellite communication [1] - The company has overcome key technical challenges, including achieving "zero bubbles," and has mastered both crucible and pool kiln production methods, allowing for flexible and independent production of low dielectric electronic yarns [1] Group 2: Strategic Focus - The company is committed to a high-end, differentiated product strategy, increasing R&D investment, and enhancing cross-departmental collaboration to ensure efficient integration from R&D to production and market application of high-end products like LDK [1] - Looking ahead, the company plans to continuously optimize the capacity configuration of LDK products, improve production stability and product yield, and ensure a stable supply of low dielectric yarns and fabrics to strengthen and expand its market advantage in emerging fields [1]

从区域分布看，中国玻璃纤维生产企业主要分布在江浙沪、山东等区域，其中江苏省玻璃纤维生产企业较 多，包括长海股份、中材科技等，而玻璃纤维龙头企业中国巨石则位于浙江。玻璃纤维上游企业，例如三 友化学、山东海化等则位于河北、山东等地，下游代表性企业位于新疆、四川、上海等地。 图表3：中国玻璃纤维产业链代表性公司区域热力图(按所属地) 玻璃纤维行业代表性企业最新投资动向 2022年以来，中国玻璃纤维企业通过设立子公司、设立投资基金、增资等方式拓展公司规模、布局新领 域。中国玻璃纤维行业代表性企业投资动向汇总如下： 图表5：2024-2025年中国玻璃纤维行业代表性企业投资动向 玻璃纤维行业主要上市公司：中国巨石(600176);中材科技(002080);长海股份(300196);国际复材(301526);山 东玻纤(605006);宏和科技(603256);九鼎新材(000834)等 玻璃纤维行业产业链区域热力地图 | 公司名称 | 投资时间 | 投资动向 | | --- | --- | --- | | 国际复材 | 2024.10 | 投资 230,446.03 万元建设电子级玻璃纤维生产线设备更新及数智化提质增效 ...

证券日报网讯 国际复材（301526）11月24日发布公告，在公司回答调研者提问时表示，玻璃纤维池窑 的设计使用寿命通常为8-10年。在窑炉运行到期后，公司会安排停炉进行冷修，并借此机会引入更先进 的设备、技术与生产工艺。冷修完成后，产能规模和生产效率通常会得到一定程度的提升，从而带动成 本的降低。自公司上市以来，老旧产能陆续得到升级迭代，生产成本实现了持续下降。同时，公司聚焦 主营业务，深入推进精益管理和全面对标工作，各项降本措施得到有效落实。"全员、全流程、全要 素"的成本管控理念已深入人心，为持续降低成本奠定了坚实基础，并不断拓展新的降本空间。展望未 来，公司将继续通过持续的技术改造、成本结构优化和市场开拓，不断完善系统性的降本增效机制，为 实现可持续、高质量的发展提供持续动力。 ...

Core Viewpoint - The company emphasizes the importance of adapting to changes in the overseas trade environment and has established a systematic risk management mechanism to enhance the operational resilience and risk capacity of its overseas production bases, particularly in Brazil and Bahrain [2]. Group 1: Operational Performance - The Brazilian subsidiary is experiencing a temporary loss due to a combination of production line maintenance and the depreciation of the local currency, the real [2]. - The operational situation of the Brazilian company is gradually improving since 2025 through enhanced production stability, optimized product structure, and strengthened local market expansion [2]. - The Bahrain company continues to maintain good profitability and a stable development trend [2]. Group 2: Risk Management Measures - The company actively engages with local government departments and industry organizations to establish a regular communication mechanism, closely tracking policy developments to ensure compliance with local regulations and industry directions [2]. - There is a continuous improvement in local operational management, promoting localization of the management team and production staff to enhance cross-cultural integration and decision-making efficiency [2]. - The company strengthens raw material assurance and supply chain backup capabilities to mitigate the impact of procurement and logistics fluctuations, achieving effective cost control through group purchasing and lean management [2]. - A mechanism to respond to exchange rate fluctuations has been established, exploring combinations of financial tools to reduce the impact of foreign exchange losses on profits, along with strict fund and budget management [2]. - The company has developed effective emergency plans and evaluation mechanisms, conducting regular risk assessments and stress tests to ensure rapid response to policy, market, or operational anomalies [2]. Group 3: Future Outlook - The company plans to continue deepening the refined management and compliance operations of its overseas bases to enhance sustainable operational capabilities in a volatile trade environment [2].

证券代码：301526 证券简称：国际复材 重庆国际复合材料股份有限公司 投资者关系活动记录表 编号：2025-009 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □新闻发布会 ☑ 现场参观 □业绩说明会 □路演活动 □其他 (请文字说明其他活动内容) 参与单位名称及 人员姓名 中信建投证券股份有限公司：曹语桐 东北证券股份有限公司：庄嘉骏 时间 2025 年 11 月 21 日 地点 公司会议室 上市公司接待人 员姓名 副总经理、董事会秘书：黄敦霞 董事会办公室相关人员 投资者关系活动 主要内容介绍 一、公司副总经理、董事会秘书黄敦霞介绍公司基本情况： 公司成立于 1991 年，是一家以研发、生产、销售玻璃纤 维及制品为核心业务的高新技术企业。玻璃纤维作为复合材料 的增强材料，具有轻质、高强、耐久、绿色环保等特点，广泛 运用于风电叶片、汽车及轨道交通、电子电器、航空航天等重 要领域。 经过 30 多年的砥砺奋进，公司现已在国内外多个国家和 地区建有生产基地，玻纤纱年产能超过 120 万吨，玻纤布年产 能达到 2 亿米，居全球前三。在清洁能源、5G 通讯、节能减 排等核心领域居于全球领先 ...