Market Overview - The glass fiber sector increased by 1.21% on November 20, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Jiuding New Materials (002201) closed at 8.37, up 6.49% with a trading volume of 537,200 shares [1] - China Jushi (600176) closed at 15.48, up 0.19% with a trading volume of 297,700 shares [1] - Zhongcai Technology (002080) closed at 33.26, up 4.23% with a trading volume of 557,600 shares [1] Capital Flow - The glass fiber sector experienced a net outflow of 138 million yuan from institutional investors, while retail investors saw a net inflow of 89.27 million yuan [2] - Speculative funds had a net inflow of 48.46 million yuan [2] Individual Stock Capital Flow - Honghe Technology (603256) had a net inflow of 20.35 million yuan from institutional investors, but a net outflow of 27.03 million yuan from retail investors [3] - China Jushi (600176) saw a net inflow of 11.61 million yuan from institutional investors, with a net outflow of 35.26 million yuan from retail investors [3] - Jiuding New Materials (002201) had a net inflow of 1.99 million yuan from institutional investors, but a net outflow of 33.33 million yuan from retail investors [3]

来源：新浪证券-红岸工作室 11月20日，国际复材涨0.18%，成交额1.67亿元，换手率2.08%，总市值214.19亿元。 异动分析 PCB概念+华为手机+5G+风电+华为概念 1、2024年年报，在电子领域，公司联合产业链领头企业及高校，依托国家科技支撑计划等项目，攻克 了多项关键技术难题，成功开发了低气泡细纱、纤维直径可达 3.7μm 的超细纱及织物等优势产品，解 决了高端 PCB 源头关键材料长期依赖进口的问题。 主力轻度控盘，筹码分布较为分散，主力成交额1.35亿，占总成交额的13.47%。 2、公司招股说明书：公司自主研发、拥有独立知识产权的 5G 用低介电玻璃纤维已实现批量生产，并 在华为旗舰系列手机、 5G高频通信用关键透波制品等产品上得到应用。 3、2024年10月29日互动易:公司自主研发、拥有独立知识产权的5G 用低介电玻璃纤维已实现批量生 产，并在高端旗舰系列手机、5G 高频通信用关键透波制品等产品上得到应用。 4、根据公司招股说明书，公司重视玻纤核心技术的积累与创新， 通过技术引进、 合作研发与自身实践 探索，已掌握池窑设计、 节能燃烧、 玻璃配方与纤维成型、 铂金材料改性与漏板设 ...

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：2025-008 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 国投证券股份有限公司：刘小凤 华泰证券股份有限公司：黄颖 时间 2025 年 11 月 19 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 财务部、运营管理部、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 ...

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 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-18 | 5.78 | -1.20% | -2757.24万 | -14.94% | 302.91万 | 1.64% | 2454.33万 | - 13.30% | | 2025-11-17 | 5.85 | -1.18% | -3456.23万 | -18.06% | 1034.77万 | 5.41% | 2421.46万 | 12.65% | | 2025-11-14 | 5.92 | | -2.95% -3105.26万 | -11.98% | 627.21万 | 2.42% | 2478.05万 | 9.56% | | 2025-11-13 | 6.10 | 3.39% | 3423.69万 | 8.80% | -3317.55万 | -8.53% | -106.14万 | -0.27% | | 2025-11-12 | 5 ...

该股主要指标及行业内排名如下： 证券之星消息，截至2025年11月17日收盘，国际复材(301526)报收于5.85元，下跌1.18%，换手率 2.33%，成交量32.7万手，成交额1.91亿元。 11月17日的资金流向数据方面，主力资金净流出3456.23万元，占总成交额18.06%，游资资金净流入 1034.77万元，占总成交额5.41%，散户资金净流入2421.46万元，占总成交额12.65%。 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 游资净占比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-17 | 5.85 | -1.18% | -3456.23万 | -18.06% | 1034.77万 | 5.41% | 2421.46万 | - 12.65% | | 2025-11-14 | 5.92 | -2.95% | -3105.26万 | -11.98% | 627.21万 | 2.42% | 2478.05万 | 9. ...

Market Overview - The glass and fiberglass sector experienced a decline of 2.45% on November 17, with Honghe Technology leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Key stocks in the glass and fiberglass sector showed mixed performance, with notable declines in several companies: - Honghe Technology: closed at 30.15, down 4.89% with a trading volume of 201,500 shares and a turnover of 615 million yuan [2] - Zhongcai Technology: closed at 32.70, down 4.27% with a trading volume of 478,700 shares and a turnover of 159.3 million yuan [2] - China Glass: closed at 15.62, down 1.70% with a trading volume of 275,500 shares and a turnover of 433 million yuan [2] Capital Flow - The glass and fiberglass sector saw a net outflow of 536 million yuan from institutional investors, while retail investors contributed a net inflow of 431 million yuan [2][3] - The capital flow for specific stocks indicated significant outflows from major players: - Zhongcai Technology: net outflow of 261.1 million yuan, accounting for 16.39% of its capital [3] - Honghe Technology: net outflow of 91.1 million yuan, representing 14.80% of its capital [3] - China Glass: net outflow of 36.6 million yuan, which is 8.45% of its capital [3]

Core Viewpoint - The glass fiber industry in China is experiencing strong policy support at both national and provincial levels, with a focus on high-performance and specialty glass fibers, which are crucial for various applications in construction, energy, and transportation [1][2]. National Policy Summary - Since 2015, the glass fiber industry has been included in several key national policy documents, emphasizing its importance as a strategic emerging industry [1][2]. - The "14th Five-Year Plan" outlines specific goals for the glass fiber industry, including innovation-driven development and supply-side structural reforms [1][2]. - Key policies include the "Green Finance Support Project Directory" and the "Guidance on Promoting the Recycling of Retired Wind Power and Photovoltaic Equipment," which support the glass fiber sector [2][3]. Provincial Policy Summary - Various provinces have incorporated glass fiber into their "14th Five-Year" plans, setting development targets and focusing on specific products [9][10]. - For example, Chongqing aims to achieve a total industry scale of over 50 billion yuan by 2027, with glass fiber and composite materials accounting for 20% of national production [10]. - Provinces like Shaanxi and Inner Mongolia are focusing on high-silicon glass fibers and high-performance fibers, respectively, to enhance their industrial capabilities [8][10]. Industry Development Goals - The glass fiber industry is expected to see significant growth, with specific targets for production capacities, such as 80,000 tons/year for alkali-free glass fiber [6][7]. - The industry is encouraged to develop high-performance and specialty glass fibers, including ultra-fine and low-dielectric fibers, to meet emerging market demands [7][8]. - The focus on environmental sustainability and energy efficiency is evident in policies that promote cleaner production and resource utilization [5][6].

Market Overview - The glass and fiberglass sector experienced a decline of 2.92% on November 14, with Honghe Technology leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Key stocks in the glass and fiberglass sector showed varied performance, with the following notable changes: - Honghe Technology (603256) closed at 31.70, down 6.57% with a trading volume of 232,000 shares and a turnover of 742 million yuan [2] - China Glass (600176) closed at 15.89, down 3.87% with a trading volume of 406,600 shares and a turnover of 654 million yuan [2] - Zhongcailiao Technology (002080) closed at 34.16, down 3.26% with a trading volume of 551,900 shares and a turnover of 1.927 billion yuan [2] Capital Flow - The glass and fiberglass sector saw a net outflow of 301 million yuan from institutional investors, while retail investors had a net inflow of 328 million yuan [2] - The following stocks had significant capital flow changes: - Jinjing Technology (600586) had a net inflow of 24.34 million yuan from institutional investors [3] - Qibin Group (601636) saw a net inflow of 8.06 million yuan from institutional investors [3] - North Glass (002613) had a net inflow of 2.75 million yuan from retail investors [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002080 | 中材科技 | 35.31 | 10.00% | 44.45万 | 15.46亿 | | 600176 | 中国巨石 | 16.53 | 5.49% | 67.79万 | 11.07亿 | | 301526 | 国际复材 | 6.10 | 3.39% | 64.12万 | 3.89亿 | | 300196 | 长海股份 | 14.93 | 3.18% | 10.77万 | 1.60亿 | | 603256 | 宏和科技 | 33.93 | 2.69% | 28.27万 | 2659.6 | | 605006 | 山东玻纤 | 7.87 | 2.08% | 10.46万 | 8192.13万 | | 603601 | 再升科技 | 4.96 | 1.64% | 27.02万 | 1.34亿 | | 002613 | 北玻股份 | 4.12 | 0.98% | 18.18万 | 7461.96万 | | 600293 | 三峡新材 | ...

Market Overview - The glass and fiberglass sector increased by 1.72% compared to the previous trading day, with Zhongcai Technology leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Zhongcai Technology (002080) closed at 32.63, up 4.92% with a trading volume of 332,700 shares and a transaction value of 1.07 billion [1] - Honghe Technology (603256) closed at 33.17, up 2.57% with a trading volume of 257,900 shares and a transaction value of 847 million [1] - Jinjing Technology (600586) closed at 6.05, up 1.85% with a trading volume of 1,006,100 shares and a transaction value of 609 million [1] - International Composite (301526) closed at 6.07, up 1.68% with a trading volume of 497,400 shares and a transaction value of 300 million [1] - Other notable stocks include Changhai Co. (300196) at 14.57, up 1.18%, and China Jushi (600176) at 15.90, up 0.95% [1] Capital Flow - The glass and fiberglass sector saw a net inflow of 177 million from institutional investors, while retail investors experienced a net outflow of 1.27 billion [2] - The main capital flow data indicates that Zhongcai Technology had a net inflow of 48.60 million from institutional investors, while retail investors had a net outflow of 75.64 million [3] - Honghe Technology experienced a net outflow of 89.72 million from institutional investors, indicating a shift in investor sentiment [3]