Core Viewpoint - The company acknowledges the price increase of 20% on high-end electronic fabric products by Nittobo starting August 1, 2025, and expresses a commitment to innovation and product upgrades in response to market dynamics [1] Group 1 - The company is focused on the research and development of high-end electronic products [1] - The company is continuously monitoring market trends in electronic products [1] - Market-driven factors will promote innovation and upgrades in related products [1] Group 2 - The company aims to provide more comprehensive product solutions for customers and the market [1]

Group 1 - The company specializes in the research, production, and sales of fiberglass and its products, indicating a focus on high-tech applications [1] - The products are widely used in various downstream sectors, including electronics, wind power blades, automotive and rail transportation, construction materials, industrial tanks, electrical insulation, and aerospace [1] - The company does not produce copper-clad laminates, as confirmed in a response to an investor inquiry [1]

Group 1 - The company has indicated that the overall market supply and demand situation has improved due to dual influences from supply-side capacity adjustments and rapid growth in certain segments such as electronics, electrical appliances, and wind power [1] - The company is actively monitoring market dynamics and has a comprehensive pricing mechanism in place [1] - Product prices will be determined based on market demand and the company's operational strategy [1]

本文源自：金融界 最近三个交易日，4日-6日，国际复材分别获融资买入0.15亿元、0.17亿元、0.39亿元。 8月6日，沪深两融数据显示，国际复材获融资买入额0.39亿元，居两市第1140位，当日融资偿还额0.32 亿元，净买入638.51万元。 融券方面，当日融券卖出3.05万股，净卖出3.05万股。 作者：智投君 ...

证券之星消息，8月6日玻璃玻纤板块较上一交易日上涨0.71%，宏和科技领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。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出4245.56万元，游资资金净流出1.1亿元，散户资金 净流入1.53亿元。玻璃玻纤板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603256 宏和科技 | | 1.32 Z | 10.47% | -5476.44万 | -4.34% | -7731.53万 | -6.13% | | 300196 | 长海股份 | 975.74万 | 7.35% | 209.69万 | 1.58% | -1185.43万 | -8.93% | | 301526 国际复材 | | 845.57万 | 1.96% | -748.41万 | -1.74% | ...

Group 1 - The core point of the article highlights the financing activities of International Composite, indicating a net sell-off of 1.14 million yuan on August 5, with a total financing buy amount of 0.17 billion yuan for that day, ranking 1766th in the market [1] - Over the last three trading days, from August 1 to August 5, International Composite received financing buy amounts of 0.34 billion yuan, 0.15 billion yuan, and 0.17 billion yuan respectively, showing a consistent interest in financing [1] Group 2 - In terms of securities lending, on the same day, there were no shares sold short, but there was a net purchase of 1.89 thousand shares [2]

融券方面，当日融券卖出0.81万股，净卖出0.81万股。 8月4日，沪深两融数据显示，国际复材获融资买入额0.15亿元，居两市第1514位，当日融资偿还额0.31 亿元，净卖出1515.66万元。 最近三个交易日，31日-4日，国际复材分别获融资买入0.53亿元、0.34亿元、0.15亿元。 来源：金融界 ...

Group 1 - The latest stock price of the company is 4.81 yuan, with an increase of 0.02 yuan compared to the previous trading day. The intraday high reached 4.84 yuan, and the low dipped to 4.71 yuan, with a trading volume of 267 million yuan [1] - The company operates in the glass fiber industry, focusing on the research and production of high-performance new materials. Its main products include glass fiber and related products, which are applied in wind turbine blades, automotive manufacturing, rail transportation, and electronic communication [1] - The company has disclosed that its products have extensive applications in new energy, transportation, electronics, and construction sectors. The company claims that its product performance is excellent, supporting technological innovation and development in downstream industries [1] Group 2 - On August 4, the net outflow of main funds was 40.92 million yuan, with a cumulative net outflow of 117 million yuan over the past five days [1]

该股主要指标及行业内排名如下： 证券之星消息，截至2025年8月4日收盘，国际复材(301526)报收于4.81元，上涨0.42%，换手率3.98%， 成交量55.84万手，成交额2.67亿元。 8月4日的资金流向数据方面，主力资金净流出4092.06万元，占总成交额15.32%，游资资金净流出 2151.26万元，占总成交额8.05%，散户资金净流入6243.32万元，占总成交额23.38%。 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 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-04 | 4.81 0.42% | -4092.06万 | -15.32% | -2151.26万 | -8.05% | 6243.32万 | - 23.38% | | 2025-08-01 | 4.79 -1.84% | -2747.36万 | -6.20% | 382.54万 | 0.86% | 2364.82万 | 5.34% | | 2025-07 ...

Core Views - The construction materials industry is expected to stabilize and recover due to loose macroeconomic policies, with significant attention on the supply side's proactive changes [4] - The cement industry is implementing self-discipline and peak production measures, accelerating supply reduction amid production restrictions and tightening carbon emission targets [4] - The glass fiber industry is experiencing sustained demand growth, with price increases of 10%-15% for thermoplastic/wind power glass fiber products and 15%-20% for other products, leading to improved performance [4] Cement Industry - Demand is expected to stabilize as housing market confidence strengthens, with signs of recovery in transaction prices and a narrowing decline in transaction volumes [4][19] - The cement and concrete sectors are supported by ongoing infrastructure demand and urban renewal, with industry profitability remaining robust [4][31] - The average coal price, which constitutes the largest portion of cement clinker costs, is predicted to remain low, further reducing costs and supporting profitability recovery in 2025 [4][35] Glass Fiber Industry - The glass fiber sector is seeing a structural improvement in demand, with applications expanding in wind energy, electronics, and thermosetting products [4][42] - The industry is characterized by a high concentration of production capacity, with the top three companies accounting for approximately 63% of domestic capacity [4][49] - Price trends are positive, with a recovery in profitability expected due to demand growth and proactive supply-side changes [4][51] Consumer Building Materials - The consumer building materials sector is benefiting from policies aimed at stabilizing the housing market, with ongoing demand for renovation and urban renewal projects [4][66] - The shift from B-end to C-end customers is creating opportunities for brands with strong channel capabilities, with companies like兔宝宝 (Rabbit Baby) and北新建材 (Beixin Building Materials) being highlighted for their competitive advantages [4][102] - The second renovation demand is anticipated to grow as the housing stock ages, with significant potential for market expansion in the coming years [4][69]