证券之星消息，12月12日玻璃玻纤板块较上一交易日下跌1.08%，国际复材领跌。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。玻璃玻纤板块个股涨跌见下表： 从资金流向上来看，当日玻璃玻纤板块主力资金净流入6119.47万元，游资资金净流出2.8亿元，散户资 金净流入2.19亿元。玻璃玻纤板块个股资金流向见下表： 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。 ...

Core Viewpoint - The company, International Composite Materials (301526.SZ), does not directly produce switches and optical modules but provides essential materials for their manufacturing, particularly low dielectric glass fiber, which is crucial for high-speed, high-frequency circuit boards [2]. Group 1: Business Operations - The company produces low dielectric glass fiber, a key material used in the manufacturing of high-speed, high-frequency printed circuit boards (PCBs) [2]. - This material is widely applied in data centers, servers, 5G base stations, and optical modules, indicating the company's involvement in the communication equipment sector [2]. Group 2: Aerospace Capabilities - The company possesses the technical and product capabilities to serve the aerospace sector and is recognized as an important materials supplier in this field [2]. - Specific business operations in aerospace will be determined based on customer needs and application scenarios [2].

Core Viewpoint - International Composite Materials (301526.SZ) does not directly produce switches and optical module assemblies, but its low dielectric glass fiber is a key foundational material for manufacturing high-speed, high-frequency printed circuit boards (PCBs) [1] Group 1: Company Overview - The company’s low dielectric glass fiber is widely used in data centers, servers, 5G base stations, and optical modules in communication devices [1] - The company possesses technical and product capabilities to serve the aerospace sector and is a significant materials supplier in this field [1] - Specific business operations will be determined based on customer needs and application scenarios [1]

Core Viewpoint - International Composite Materials (301526.SZ) does not directly produce switches and optical module assemblies, but its low dielectric glass fiber is a key foundational material for manufacturing high-speed, high-frequency printed circuit boards (PCBs) widely used in data centers, servers, 5G base stations, and optical communication devices [1] Group 1 - The company produces low dielectric glass fiber, which is essential for high-speed and high-frequency PCBs [1] - The applications of the company's products include data centers, servers, 5G base stations, and optical modules [1] - The company has capabilities and technologies to serve the aerospace sector and is a significant materials supplier in that field [1] Group 2 - The specific business operations of the company will be determined based on customer needs and application scenarios [1]

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，12月11日玻璃玻纤板块较上一交易日下跌1.32%，国际复材领跌。当日上证指数报收于 3873.32，下跌0.7%。深证成指报收于13147.39，下跌1.27%。玻璃玻纤板块个股涨跌见下表： 从资金流向上来看，当日玻璃玻纤板块主力资金净流入335.01万元，游资资金净流出3616.77万元，散户 资金净流入3281.76万元。玻璃玻纤板块个股资金流向见下表： ...

国际复材（301526.SZ）12月10日在投资者互动平台表示，玻璃纤维具有隔热、阻燃、强度高、耐腐蚀 等优异特性，因此玻璃纤维及其复合材料主要应用在高压绝缘、风力发电、5G通讯、建筑建材、汽车 轻量化等领域，公司现有防火布相关产品，可应用于消防领域。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好，公司生产的玻璃纤维是防火布的主要原材料， 请问公司有直接生产防火布吗？ ...

New Stock Listings - Baiaosaitu (688796) listed at an issue price of 26.68 on December 10, 2025[1] - Quanyin Gaoke (300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - Tiangong Co. (605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Delisting and Trading Alerts - ST Guangdao (920680) enters the delisting arrangement period starting December 11, 2025[1] - ST Suwu (600200) has 13 trading days remaining until the last trading day[1] Market Volatility - Hai Xin Food (002702) reported severe abnormal fluctuations[1] - Anji Food (603696) and other companies are under observation for abnormal trading activities[2] Additional Announcements - Multiple companies including Dongbai Group (600693) and Nanjing Business Travel (600250) have recent announcements linked to their stock codes[1] - Various companies are linked to announcements regarding abnormal fluctuations and trading activities[3]

Group 1: Production Capacity and Upgrades - The company currently has an annual production capacity of approximately 1.25 million tons of glass fiber yarn. A project to upgrade and enhance the electronic-grade glass fiber production line with a capacity of 85,000 tons is expected to be completed within the year, further improving cost competitiveness in the electronic yarn segment [1]. - The company will focus on upgrading old production capacities and adjusting product structures and capacities according to market supply and demand to meet customer needs [2]. Group 2: Foreign Exchange Risk Management - The company has established a systematic foreign exchange risk management framework, prioritizing "natural hedging" from the business side by optimizing the business structure to balance foreign currency purchases and sales [3]. - For residual exposures that cannot be naturally hedged, the company employs financial instruments for targeted management, including asset-liability matching and key transaction hedging strategies [3]. Group 3: Trade and Anti-Dumping Strategies - To address international trade friction and anti-dumping risks, the company has developed a systematic response strategy, including diversifying markets and localizing operations to reduce dependence on a single market [4][5]. - The company emphasizes technological innovation and focuses on high-performance, high-value-added products to strengthen its market position [5]. Group 4: Wind Power Market Outlook - The company holds a core supplier position in the wind power materials sector, particularly in high-modulus and ultra-high-modulus products, with strong technical advantages and customer base [6]. - The Chinese government has set a target of adding no less than 120 million kilowatts of wind power capacity during the 14th Five-Year Plan, providing solid policy guidance and market space for the industry [6]. Group 5: Overseas Operations and Risk Management - The company has established a systematic risk management framework to enhance the operational resilience of its overseas bases in Brazil and Bahrain, which are currently running smoothly [7]. - The Brazilian subsidiary experienced temporary losses in 2024 due to production line maintenance and currency depreciation, but operational conditions have gradually improved since 2025 [7]. Group 6: Low Dielectric Electronic Yarn - The company has been engaged in the research and production of low-dielectric glass fiber products for 5G applications, gaining a first-mover advantage through proactive R&D investments [9]. - The demand for low-dielectric glass fiber is increasing due to the expansion of AI technology applications, with the company continuously optimizing product performance and production processes to meet market demands [9].

（文章来源：证券日报） 证券日报网讯 12月8日晚间，国际复材发布公告称，持股5%以上股东云南云熹于2025年10月15日至12 月5日通过集中竞价交易减持56，563，100股，占总股本1.50%，减持均价6.83元/股，本次减持计划实 施完成。 ...

证券日报网讯 12月8日晚间，国际复材发布公告称，公司股票于2025年12月4日、2025年12月5日及2025 年12月8日连续三个交易日内收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所交易规则》等 相关规定，属于股票交易异常波动的情形。 （文章来源：证券日报） ...