Chongqing Polycomp International Corporation(301526)

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国际复材:公司紧跟国家政策,持续深化新能源领域的材料战略布局
Zheng Quan Ri Bao Wang· 2025-09-10 12:44
证券日报网讯 国际复材(301526)9月10日在互动平台回答投资者提问时表示,公司紧跟国家政策,持 续深化新能源领域的材料战略布局,积极把握风电、光伏、海洋、新能源汽车等新兴发展领域,产品可 用于固态电池、光伏边框及支架等领域。 ...
国际复材(301526.SZ)产品可用于固态电池、光伏边框及支架等领域
Ge Long Hui· 2025-09-10 07:46
格隆汇9月10日丨国际复材(301526.SZ)在互动平台表示,公司紧跟国家政策,持续深化新能源领域的材 料战略布局,积极把握风电、光伏、海洋、新能源汽车等新兴发展领域,产品可用于固态电池、光伏边 框及支架等领域。 ...
国际复材:产品可用于固态电池、光伏边框及支架等领域
Sou Hu Cai Jing· 2025-09-10 07:44
投资者提问:董秘您好,贵公司所生产产品处于国际行业领先地位,请问是否用于固态电池、光伏设备 等领域,期待您的回复 国际复材回复:感谢您的提问,公司紧跟国家政策,持续深化新能源领域的材料战略布局,积极把握风 电、光伏、海洋、新能源汽车等新兴发展领域,产品可用于固态电池、光伏边框及支架等领域。 证券之星消息,国际复材(301526)09月10日在投资者关系平台上答复投资者关心的问题。 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。 ...
玻璃玻纤板块9月9日跌1.14%,国际复材领跌,主力资金净流出3.77亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-09 08:39
证券之星消息,9月9日玻璃玻纤板块较上一交易日下跌1.14%,国际复材领跌。当日上证指数报收于 3807.29,下跌0.51%。深证成指报收于12510.6,下跌1.23%。玻璃玻纤板块个股涨跌见下表: | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600819 耀皮玻璃 | | 8210.92万 | 28.07% | -3350.73万 | -11.45% | -4860.19万 | -16.61% | | 600293 | 三峡新材 | 718.16万 | 8.79% | -520.05万 | -6.36% | -198.11万 | -2.42% | | 002080 | 中材科技 | 596.24万 | 0.67% | -3297.39万 | -3.69% | 2701.15万 | 3.03% | | 600876 | 凯盛新能 | 229.32万 | 5.38% | -200.56万 | -4.71% | ...
国际复材股价涨5.09%,南方基金旗下1只基金位居十大流通股东,持有1041.41万股浮盈赚取374.91万元
Xin Lang Cai Jing· 2025-09-08 02:31
Group 1 - The stock of Chongqing International Composite Materials Co., Ltd. increased by 5.09% on September 8, reaching 7.43 CNY per share, with a trading volume of 572 million CNY and a turnover rate of 5.59%, resulting in a total market capitalization of 28.018 billion CNY [1] - The company, established on August 27, 1991, is located in the Jiankiao Industrial Park B area of Dadu River District, Chongqing, and specializes in the research, production, and sales of fiberglass and its products [1] - The main business revenue composition of the company is 97.51% from fiberglass and products, while other sources contribute 2.49% [1] Group 2 - Among the top ten circulating shareholders of International Composite Materials, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 4.7763 million shares in the second quarter, bringing the total to 10.4141 million shares, which accounts for 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF (512100), established on September 29, 2016, has a latest scale of 64.953 billion CNY, with a year-to-date return of 22.9% and a one-year return of 59.53% [2] - The fund manager, Cui Lei, has been in the position for 6 years and 307 days, with a total fund asset scale of 94.976 billion CNY, achieving the best fund return of 137.42% and the worst return of -17.29% during the tenure [2]
国际复材:目前公司老旧生产线的生产成本相对较高
Zheng Quan Ri Bao Wang· 2025-09-04 11:13
证券日报网讯国际复材(301526)9月4日在互动平台回答投资者提问时表示,目前公司老旧生产线的生 产成本相对较高,新线的生产成本已达到行业先进水平。接下来,公司积极推动老旧产能转换,持续降 成本提效益,扎实做好主业经营,提高公司综合竞争实力,巩固行业地位。 ...
国际复材:2025年8月29日股东人数为89,532人
Sou Hu Cai Jing· 2025-09-04 03:48
证券之星消息,国际复材(301526)09月04日在投资者关系平台上答复投资者关心的问题。 国际复材回复:感谢您的提问,根据中国证券登记结算有限责任公司定期持有人名册查询(2025年8月 29日数据),公司股份持有人数(已合并)为89,532人。 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。 投资者提问:请问截止2025年8月31日互动人数 ...
国际复材(301526) - 开源证券股份有限公司关于重庆国际复合材料股份有限公司2025年半年度持续督导跟踪报告
2025-09-03 09:12
开源证券股份有限公司 关于重庆国际复合材料股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐人名称:开源证券股份有限公司 | 被保荐公司简称:国际复材 | | --- | --- | | 保荐代表人姓名:吴坷 | 联系电话:029-88365835 | | 保荐代表人姓名:倪其敏 | 联系电话:029-88365835 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | (1)是否及时审阅公司信息披露文件 | 是 | | (2)未及时审阅公司信息披露文件的次数 | 0 | | 2.督导公司建立健全并有效执行规章制度的 | | | 情况 | | | (1)是否督导公司建立健全规章制度(包 | | | 括 但不限于防止关联方占用公司资源的制 | 是 | | 度、 募集资金管理制度、内控制度、内部 | | | 审计制 度、关联交易制度) | | | (2)公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | (1)查询公司募集资金专户次数 | 次,公司募集资金账户已于 年 月全 4 2025 4 | | | 部注销 ...
AI服务器渗透加速,特种电子布需求放量
CAITONG SECURITIES· 2025-09-01 07:03
Investment Rating - The industry investment rating is optimistic (first-time rating) [2] Core Insights - The rapid development of artificial intelligence (AI) technology is driving strong demand for AI servers, which is expected to reach 1.981 million units globally in 2024, accounting for 12.1% of the overall server market. This demand is projected to grow by 24.3% to 2.4611 million units in 2025 [2][14] - The demand for printed circuit boards (PCBs) is expected to increase significantly due to the rising AI server penetration, with global PCB output valued at $73.565 billion in 2024, representing a year-on-year growth of 5.8% [2][14] - The market for third-generation electronic fabrics (Q fabric) is anticipated to grow from $720 million in 2024 to $3.127 billion by 2031, with a compound annual growth rate (CAGR) of 23.3% from 2025 to 2031 [4][19] Summary by Sections 1. Electronic Fabric Product Upgrades - Electronic fabrics are critical materials in the electronic information industry, with continuous technological upgrades driven by the demand for high-frequency and high-speed signal transmission in advanced applications such as 5G and AI [7][9] - The evolution of electronic fabrics is categorized into three generations: first-generation (alkali-free glass fiber), second-generation (modified glass fiber), and third-generation (Q fabric/quartz fiber), each targeting different market needs [9][12] 2. Steady Progress in Domestic Substitution - The domestic substitution process is advancing steadily, with key companies like China Jushi, Zhongcai Technology, Honghe Technology, and International Composite Materials making significant strides in product development and capacity expansion [19][20] - China Jushi holds a 23% global market share in electronic fabrics, while Zhongcai Technology has established itself as a leader in low-DK fabric production, with plans to increase capacity significantly [19][20] - Honghe Technology and International Composite Materials are also expanding their production capabilities to meet the growing demand for high-performance electronic fabrics [20] 3. Market Dynamics and Future Outlook - The capital expenditure of major cloud service providers (CSPs) is on the rise, indicating a sustained demand for AI infrastructure, which is expected to further drive the need for high-end electronic fabrics [17][18] - The report highlights the importance of technological advancements in the electronic fabric sector, particularly in meeting the stringent requirements of high-frequency applications [4][19]
攻克关键难题,国际复材再夺重庆市科技进步一等奖
Sou Hu Wang· 2025-08-29 09:30
Core Insights - The "Key Technology Development and Industrialization of Ultra-Large High Modulus Glass Fiber Wind Turbine Blades" project led by Yuntianhua International Composite Materials has won the 2024 Chongqing Science and Technology Progress Award, marking the company's second time receiving this honor since 2019 [2][3] - Wind energy is recognized as a strategic emerging industry in China, with the wind turbine blade sector being a critical component of the wind energy industry [2] - The project addresses significant challenges in the wind energy sector, including interface compatibility and fatigue issues, and has developed ultra-high modulus glass fiber, filling an international gap in technology [2][3] Company Developments - Yuntianhua International Composite Materials has focused on its core business and implemented an innovation-driven development strategy, establishing multiple national and provincial research platforms [3] - The company has received over ten national and provincial awards for technological achievements, which have been applied across various sectors including electronic information, wind power generation, and aerospace [3] - The company aims to leverage its recent achievements to enhance global partnerships and contribute to the development of a national technology innovation center in Chongqing, supporting China's dual carbon goals [3]