重庆国际复合材料股份有限公司 2025 年公告 证券代码：301526 证券简称：国际复材 公告编号：2025-061 重庆国际复合材料股份有限公司 关于会计估计变更的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 重庆国际复合材料股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日召开了第三届董事会第十一次会议，审议通过《关于会计估计变更的议案》， 同意根据《企业会计准则第 28 号——会计政策、会计估计变更和差错更正》的 有关规定，对公司相关会计估计进行变更，公司本次会计估计变更采用未来适用 法，无需对公司以前年度财务报表进行追溯调整，不会对公司以前年度财务状况 和经营成果产生影响。 本次公司会计估计变更具体对未来财务报表的影响取决于未来实际发生情 况，最终金额以经会计师事务所审计的数据为准。 本次会计估计变更自 2025 年 10 月 1 日起实施。根据《深圳证券交易所创业 板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上 市公司规范运作》及《公司章程》的相关规定，本期会计估计变更无需提交公司 股东会审议， ...

证券代码：301526 证券简称：国际复材 公告编号：2025-059 重庆国际复合材料股份有限公司 第三届董事会第十一次会议决议公告 重庆国际复合材料股份有限公司 2025 年公告 重庆国际复合材料股份有限公司（以下简称"公司"）第三届董事会第十一 次会议于 2025 年 12 月 29 日在公司会议室以现场结合通讯的方式召开。会议通 知已于 2025 年 12 月 19 日通过邮件的方式送达各位董事。本次会议应出席董事 9 名，实际出席董事 9 名（其中郑谦先生、付少学先生、赵姝女士、雷华先生、 商华军先生、谢岚女士以通讯方式出席）。本次会议由公司董事长江凌先生主持， 公司高级管理人员列席会议。本次会议的召集、召开和表决程序符合《中华人民 共和国公司法》《重庆国际复合材料股份有限公司章程》等有关规定。 二、董事会会议审议情况 经各位董事认真审议，会议形成如下决议： （一）审议通过《关于建设年产 3600 万米高频高速电子纤维布项目的议案》 为推动公司向高端制造转型、提前布局 AI 服务器、光模块等增量领域，同 意公司建设年产 3600 万米高频高速电子纤维布项目。 公司董事会战略委员会审议通过了该议案。 ...

Group 1 - The core viewpoint of the article highlights the performance of International Composites (301526) as of December 26, 2025, with a closing price of 7.08 yuan, reflecting a 1.29% increase and a turnover rate of 9.7% [1] - The company reported a main revenue of 6.413 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 19.01% [2] - The net profit attributable to shareholders for the same period was 273 million yuan, showing a significant year-on-year increase of 273.53% [2] Group 2 - In Q3 2025, the company achieved a single-quarter main revenue of 2.26 billion yuan, which is an 18.3% increase compared to the same quarter last year [2] - The net profit attributable to shareholders for Q3 2025 was 41.63 million yuan, marking a year-on-year increase of 167.66% [2] - The company's gross profit margin stands at 17.67%, with a debt ratio of 57.54% [2]

Market Performance - The glass and fiberglass sector increased by 0.24% compared to the previous trading day, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Stock Performance - Jiuding New Materials (002201) closed at 12.45, up 9.98% with a trading volume of 437,000 shares and a transaction value of 544 million [1] - Zais Technology (603601) also rose by 9.98% to close at 13.34, with a trading volume of 4.43 million shares and a transaction value of 5.795 billion [1] - Other notable performers include Sanxia New Materials (600293) up 5.66% and Jinjing Technology (600586) up 2.10% [1] Capital Flow - The glass and fiberglass sector experienced a net outflow of 1.389 billion from institutional investors, while retail investors saw a net inflow of 1.149 billion [2] - The overall capital flow indicates that retail investors are actively buying into the sector despite the institutional outflow [2] Individual Stock Capital Flow - Sanxia New Materials (600293) had a net inflow of 21.0753 million from institutional investors, while retail investors contributed a net inflow of 1.824 million [3] - Jiuding New Materials (002201) saw a net outflow of 17.2338 million from institutional investors but a net inflow of 12.6057 million from retail investors [3] - Other stocks like Yao Pi Glass (618009) and Changhai Co. (300196) faced significant net outflows from both institutional and retail investors [3]

Group 1 - The glass and fiberglass sector increased by 0.17% on December 25, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - Jiuding New Materials saw a closing price of 11.32, with a significant increase of 10.01% and a trading volume of 65,200 shares, amounting to 73.80 million yuan [1] Group 2 - The glass and fiberglass sector experienced a net outflow of 294 million yuan from institutional investors, while retail investors saw a net inflow of 432 million yuan [2] - The trading data indicates that Jiuding New Materials had a net inflow of 30.28 million yuan from institutional investors, representing 41.03% of its trading volume [3] - In contrast, China Jushi experienced a decline of 1.19% in its stock price, closing at 16.59 with a trading volume of 439,900 shares, totaling 73.20 million yuan [2]

Market Performance - The glass fiber sector increased by 4.04% compared to the previous trading day, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3940.95, up 0.53%, while the Shenzhen Component Index closed at 13486.42, up 0.88% [1] Top Gainers in Glass Fiber Sector - Jiuding New Materials (002201) closed at 10.29, with a rise of 10.05% and a trading volume of 212,300 shares, amounting to a transaction value of 216 million [1] - Zai Sheng Technology (603601) closed at 11.03, up 9.97%, with a trading volume of 2,176,100 shares and a transaction value of 2.319 billion [1] - China National Materials Technology (002080) closed at 40.36, increasing by 6.46%, with a trading volume of 1,065,100 shares and a transaction value of 4.201 billion [1] Fund Flow Analysis - The glass fiber sector saw a net inflow of 1.191 billion from main funds, while retail funds experienced a net outflow of 693 million [1] - Main funds showed significant inflows in Zai Sheng Technology (7.93 million) and China National Materials Technology (3.30 million), while Jiuding New Materials had a net outflow of 16.09 million from retail investors [2]

国际复材回复：感谢您的提问，公司产品可应用于风电叶片、汽车制造、轨道交通、电子通信、家用电 器、工业管罐、建筑材料、航空航天等领域，产品能够满足下游丰富的市场应用场景需求，部分领域处 于行业领先地位，具体应用场景由客户根据自身需求确定，感谢您对公司的关注。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，国际复材(301526)12月22日在投资者关系平台上答复投资者关心的问题。 投资者提问：请问公司有没有产品参与航天火箭相关设备 ...

Core Viewpoint - International Composites (301526) confirmed that its fiberglass products serve as foundational materials in various applications, including 5G communications and artificial intelligence, but did not disclose any direct or indirect supply relationship with NVIDIA [1] Group 1 - The company produces fiberglass that is essential for high-density applications [1] - The applications mentioned include 5G communications and AI servers [1] - Specific customer information is to be disclosed according to the company's official announcements [1]

Core Insights - The article discusses the production and demand trends of electronic-grade glass fiber in China, highlighting the growth in both supply and demand due to the expansion of the copper-clad laminate industry. Supply Analysis - The total production of electronic-grade glass fiber in China is projected to rise to 809,000 tons in 2024, reflecting a year-on-year increase of 2.7% from 2023's production of 788,000 tons [2] - In 2022, the production reached a peak of 860,000 tons, marking the highest level in the last five years [2] - International Composites is expected to produce 216 million meters of electronic cloth in 2024, a year-on-year growth of 2.37%, while Honghe Technology's electronic cloth production is projected at 203 million meters, up 7.98% [4] Demand Analysis - The demand for electronic-grade glass fiber is closely linked to the growth of the copper-clad laminate industry, which has seen rapid development in China, making it the largest producer globally [5] - The total production of copper-clad laminates in China is expected to increase from approximately 800 million square meters in 2023 to about 970 million square meters in 2024, representing a year-on-year growth of 21.5% [5] - The demand for electronic glass fiber cloth in the copper-clad laminate sector is estimated to reach around 7,000 tons in 2024, based on a requirement of 0.2 kg/m [8]

| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002080 中材科技 | | 1.92 Z | 5.85% | -1.80 乙 | -5.47% | -1243.18万 | -0.38% | | 301526 国际复材 | | 1.11 Z | 13.53% | 586.11万 | 0.71% | -1.17亿 | -14.25% | | 600176 中国巨石 | | 4412.72万 | 6.21% | -2914.44万 | -4.10% | -1498.28万 | -2.11% | | 603256 宏和科技 | | 4231.16万 | 5.78% | -3245.42万 | -4.44% | -985.75万 | -1.35% | | 600586 金晶科技 | | 1513.85万 | 7.92% | -199.97万 | -1.05% | -1313.88万 | -6.88% | | 60029 ...