资料显示，福莱特玻璃集团股份有限公司位于浙江省嘉兴市秀洲区运河路1999号，成立日期1998年6月 24日，上市日期2019年2月15日，公司主营业务涉及光伏玻璃、浮法玻璃、工程玻璃和家居玻璃的研 发、生产和销售,以及玻璃用石英矿的开采和销售和EPC光伏电站工程建设。主营业务收入构成为：光 伏玻璃89.76%，发电收入3.16%，工程玻璃3.14%，其他(补充)1.98%，家居玻璃1.58%，浮法玻璃 0.36%，采矿产品0.01%。 2月2日，福莱特跌1.80%，成交额4.43亿元。两融数据显示，当日福莱特获融资买入额2936.59万元，融 资偿还2009.92万元，融资净买入926.67万元。截至2月2日，福莱特融资融券余额合计3.84亿元。 融资方面，福莱特当日融资买入2936.59万元。当前融资余额3.83亿元，占流通市值的1.27%，融资余额 低于近一年20%分位水平，处于低位。 融券方面，福莱特2月2日融券偿还1700.00股，融券卖出4200.00股，按当日收盘价计算，卖出金额6.64 万元；融券余量3.54万股，融券余额56.00万元，低于近一年20%分位水平，处于低位。 声明：市场有风险，投 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600819 证券简称：耀皮玻璃 公告编号：2026-014 900918 耀皮B股 上海耀皮玻璃集团股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 已履行的审议程序：上海耀皮玻璃集团股份有限公司（以下简称"公司"）于2026年1月26日召开第十 一届董事会第十五次会议，审议通过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意 使用最高额度不超过人民币2.80亿元的部分暂时闲置募集资金进行现金管理，投资安全性高、流动性 好、单项产品投资期限不超过12个月的投资产品。使用期限不超过12 个月，自本次董事会审议通过之 日起 12 个月之内有效。保荐人国泰海通证券股份有限公司（以下简称"保荐人"）对上述事项出具了明 确的核查意见。具体内容详见《上海耀皮玻璃集团股份有限公司关于使用部分闲置募集资金进行现金管 理的公告》（公告编号：2026-012）。 ● 特别风险提示：公司本次购买的结构性 ...

Group 1 - The core point of the article is that as of January 20, 2026, the total number of shareholders for the company Nanbo A is 124,681, with 92,314 A-share shareholders and 32,367 B-share shareholders [1]

1. Report Industry Investment Rating - The industry investment rating is short - term shock [1] 2. Core View of the Report - The core contradiction of glass lies in the game between "supply contraction expectation" (cold repair + policy) and "weak real - world demand" (real estate downturn + seasonal off - season). High inventory is the biggest pressure for the market to rebound. Although anti - involution and the withdrawal of the three - red - line policy for real - estate enterprises provide short - term emotional support, the supply - demand contradiction of glass has not been substantially improved. After entering February and approaching the Spring Festival holiday, downstream demand is expected to weaken further. The short - term price may fluctuate, but there is a possibility of weakening in the later stage. Attention should be paid to macro - policy changes and cold - repair of production lines [4] 3. Summary According to the Directory Market行情回顾 - **Futures market**: The main glass contract opened lower today and fluctuated during the day. The 120 - minute Bollinger Band tightened, indicating a short - term shock signal. The pressure during the session continued to focus on the 20 - and 60 - day moving averages on the daily line, and the support focused on the lower Bollinger Band. The trading volume increased by 77,681 lots compared with yesterday, and the open interest decreased by 72,809 lots. The intraday high was 1087, the low was 1046, and the closing price was 1056, down 15 yuan/ton or 1.4% from the previous settlement price [1] - **Spot market**: In North China, the shipment was okay, the price was stable, and the focus was on order closing and pre - holiday collection; in East China, the trading was weakening, and enterprises mainly kept prices stable; in Central China, the market was running stably, and the purchasing sentiment of downstream enterprises slowed down; in South China, some downstream enterprises stocked up appropriately according to orders and storage capacity, but most still focused on rigid demand [1] - **Basis**: The spot price in North China was 1020, and the basis was - 36 yuan/ton [1] Fundamental Data - **Supply**: As of January 29, the total output of float glass this week was 1.057 million tons, unchanged from the previous week and - 3.375% year - on - year. The industry average operating rate was 71.86%, up 0.24% from the previous week; the industry average capacity utilization rate was 75.7%, unchanged from the previous week (data has been revised since August 31, 2025). In January, 2 production lines were cold - repaired, but 1 production line was newly restarted and ignited, and the overall supply pressure was not significantly relieved [2] - **Inventory**: The total inventory of national float glass sample enterprises was 52.564 million heavy boxes, down 652,000 heavy boxes or 1.22% from the previous week and up 21.24% year - on - year. The inventory days were 22.8 days, 0.3 days less than the previous period. As the Spring Festival approached, the demand of most enterprises gradually entered the final stage from north to south [2] - **Import and Export**: In December 2025, the domestic float glass export was 87,000 tons, an increase of 2,200 tons or 2.59% from the previous month; the net export was 72,400 tons, a month - on - month increase of 4.51%. The cumulative export volume from January to December was 1.0292 million tons, an increase of 497,700 tons or 93.63% compared with the same period last year [2] - **Profit**: The weekly average profit of natural - gas float glass was - 155.12 yuan/ton, up 3.57 yuan/ton from the previous week; the weekly average profit of coal - gas float glass was - 68.5 yuan/ton, down 3.39 yuan/ton from the previous week; the weekly average profit of petroleum - coke float glass was 1.07 yuan/ton, up 2.85 yuan/ton from the previous week [3] Main Logic Summary - The core contradiction of glass is the game between "supply contraction expectation" and "weak real - world demand". High inventory is the biggest pressure for the market to rebound. The real - estate demand has not improved. Although there is short - term emotional support, the supply - demand contradiction has not been substantially improved. The short - term price may fluctuate, and attention should be paid to the possibility of weakening later and changes in macro - policies and cold - repair of production lines [4]

Report Industry Investment Rating No relevant content provided. Core View of the Report - The fundamentals of glass are weak, and it is expected to mainly fluctuate weakly in the short term. The production profit of glass has been slightly repaired, cold repair is less than expected, supply is at a low level, downstream deep - processing orders are weak due to the real estate drag, and inventory is at a historically high level in the same period. The basis shows that the futures price is at a premium to the spot price, the inventory is above the 5 - year average, the price is below the 20 - day line, the main position is net short and the short position is increasing [2]. Summary by Related Catalogs Glass Futures Market - The closing price of the main contract decreased from 1087 yuan/ton to 1056 yuan/ton, a decrease of 2.85%. The spot price of Shahe Safety large - board remained unchanged at 940 yuan/ton. The main basis increased from - 147 yuan/ton to - 116 yuan/ton, an increase of - 21.09% [6]. Glass Spot Market - The market price of 5mm white glass large - board in the spot benchmark area of Hebei Shahe is 940 yuan/ton, which is the same as the previous day [12]. Fundamentals - Cost Side - The production profit of glass has been slightly repaired, and there is an expectation of further cold repair in the industry due to low production profit [2][4]. Fundamentals - Supply Side - The number of operating national float glass production lines is 213, with an operating rate of 71.86%, and the number of operating production lines is at a historically low level in the same period. The daily melting volume of national float glass is 151,000 tons, and the production capacity is at a historically low level in the same period [19][21]. Fundamentals - Demand Side - In November 2025, the apparent consumption of float glass was 4.6944 million tons. The real - estate terminal demand is still weak, the number of orders of glass deep - processing enterprises is at a historically low level in the same period, and the capital collection of the deep - processing industry is not optimistic [25][4]. Fundamentals - Inventory - The inventory of national float glass enterprises is 52.564 million weight boxes, a decrease of 1.23% compared with the previous week, and the inventory is running above the 5 - year average [40]. Fundamentals - Supply - Demand Balance Sheet - The supply - demand balance sheet shows the production, consumption, and other data of float glass from 2017 to 2024E, including production growth rate, consumption growth rate, and net import ratio. For example, in 2024E, the production is expected to be 55.1 million tons, with a growth rate of 3.94%, and the consumption is expected to be 53.1 million tons, with a growth rate of - 1.15% [41].

作者： 邢亚文 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 来源：华泰期货 核心观点 市场分析 玻璃方面，1月玻璃期货主力合约2605呈现宽幅震荡格局，开年冲高后回落持续震荡偏弱走势。截止1月 30日，收盘价1056元，环比12月31日，收报价下跌31元/吨。现货方面，据隆众资讯最新数据，1月全国 浮法玻璃市场均价1090元/吨，环比跌39元/吨，跌幅3.45%，整体呈现下行趋势。 供给方面，据隆众资讯最新数据，本月产量预计468.27万吨，环比下降2.48%，平均日产量为15.11万 吨，较上期下降3840吨，降幅2.48%，平均产能利用率为75.64%，较上期下降1.8个百分点。 需求方面，据隆众资讯最新数据，1月浮法玻璃总消费量环比下降，数据来看，国内理论消费量在 487.35万吨，环比下降6.68%。 库存方面，据隆众资讯最新数据，1月浮法玻璃样本企业库存呈现震荡下降趋势，截至月底，样本企业 库存总量预估在5274.58万重箱，环比上月底减少412.02万重箱，降幅7.25%；同比增加938.94万重箱， 增幅21.66%。 整体来看，玻璃市场的核心博弈仍在于供应收缩与需求疲软。 ...

Group 1 - On January 30, Qibin Group's stock fell by 2.64%, with a trading volume of 538 million yuan [1] - The financing data shows that on the same day, Qibin Group had a financing buy amount of 40.56 million yuan and a financing repayment of 72.18 million yuan, resulting in a net financing outflow of 31.61 million yuan [1] - As of January 30, the total balance of margin trading for Qibin Group was 303 million yuan, with a financing balance of 296 million yuan, accounting for 1.43% of the circulating market value, which is below the 10th percentile level over the past year [1] Group 2 - As of December 20, the number of shareholders of Qibin Group reached 101,900, an increase of 6.21% compared to the previous period [2] - For the period from January to September 2025, Qibin Group achieved an operating income of 11.78 billion yuan, a year-on-year increase of 1.55%, and a net profit attributable to shareholders of 915 million yuan, a year-on-year increase of 30.90% [2] Group 3 - Qibin Group has distributed a total of 7.92 billion yuan in dividends since its A-share listing, with 1.67 billion yuan distributed in the last three years [3] - As of September 30, 2025, among the top ten circulating shareholders of Qibin Group, Invesco Great Wall New Energy Industry Stock A ranked as the fifth largest shareholder with 34.82 million shares, an increase of 5.57 million shares compared to the previous period [3] - Other notable shareholders include GF Advanced Manufacturing Stock A, which is a new shareholder holding 31.82 million shares, and Hong Kong Central Clearing Limited, which increased its holdings to 31.42 million shares [3]

Investment Rating - The report maintains an "Overweight" rating for the construction materials sector [4] Core Views - The real estate market in first-tier cities has shown strong performance, particularly in second-hand housing transactions, indicating a potential recovery in the sector [1][2] - Government debt issuance has significantly increased, with a total of 863.35 billion yuan in January 2026, reflecting a 204.3% month-on-month increase and a 54.8% year-on-year increase, which may alleviate fiscal pressure and accelerate municipal projects [1] - The glass manufacturing sector is approaching a supply-demand balance due to accelerated cold repairs, while photovoltaic glass companies are reducing production to ease supply tensions [1][3] - The cement industry is experiencing a demand bottoming process, with increased off-peak production efforts and a focus on regional demand recovery, particularly in areas like Tibet and Xinjiang [1][2] - The demand for fiberglass remains robust, driven by growth in wind energy and high-end applications, indicating structural investment opportunities [1][6] Summary by Sections Cement Industry Tracking - As of January 30, 2026, the national cement price index is 342.94 yuan/ton, down 0.69% week-on-week, with a total cement output of 2.278 million tons, a decrease of 4.27% [2][18] - The capacity utilization rate for cement clinker kilns is 45.19%, up 2.77 percentage points from the previous week, indicating a slight recovery in production [2][18] - The market is currently undergoing structural adjustments, with infrastructure remaining the main support but showing weak growth [2][18] Glass Industry Tracking - As of January 29, 2026, the average price of float glass is 1144.80 yuan/ton, reflecting a week-on-week increase of 0.53% [3][31] - Inventory levels have decreased, with a total of 49.27 million weight boxes, down 500,000 from the previous week [3][31] - Demand is expected to slow down as many small processing plants will shut down for the holiday, leading to a quieter market [3][31] Fiberglass Industry Tracking - The price of non-alkali roving remains stable, with demand primarily driven by essential purchases, while supply remains unchanged [6] - The average price of electronic yarn is stable, with expectations of price increases in high-end products due to ongoing demand [6] Carbon Fiber Industry Tracking - The carbon fiber price remains stable, with a weekly production of 2,369 tons and an operating rate of 76.28% [7] - The industry continues to face profitability challenges, with an average production cost of 113,300 yuan/ton and a negative gross margin [7] Consumer Building Materials - The consumer building materials sector is benefiting from the recovery in second-hand housing and renovation demand, with significant potential for market share growth [1][6]

| 玻璃纯碱早报 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 玻 璃 | | | | | | | | 研究中心能化团队 | | | 2026/2/2 | | 2026/1/23 2026/1/29 2026/1/30 周度变化 日度变化 | | | | | | | 2026/1/23 | 2026/1/29 | | 2026/1/30 周度变化 日度变化 | | | 沙河安全 5mm大 板 | 976.0 | 993.0 | 1002.0 | 26.0 | 9.0 | FG05合约 | 1064.0 | 1087.0 | 1056.0 | -8.0 | -31.0 | | 沙河长城 5mm大板 | 967.0 | 993.0 | 993.0 | 26.0 | 0.0 | FG09合约 | 1170.0 | 1189.0 | 1167.0 | -3.0 | -22.0 | | 沙河5mm大 板低价 | 959.0 | 989.0 | 989.0 | 30.0 ...

Core Viewpoint - The 2026 Henan Provincial Two Sessions emphasize "technological innovation" as a key driver for future development, focusing on building a robust technological support system and integrating education with technology and talent development [1][2]. Group 1: Technological Support System - The core task for 2026 is to strengthen the technological support system, promoting the deep integration of technological and industrial innovation, and constructing a modern industrial system with Henan's unique advantages [2][3]. - The "list of challenges" mechanism will be further implemented to encourage open collaboration among government, industry, academia, and research institutions, aiming to publish over 100 challenge lists to drive breakthroughs in key technologies [3][4]. Group 2: Industry and Innovation Integration - The role of enterprises as innovation leaders will be reinforced, with support for leading companies to form innovation alliances and the establishment of a provincial-level innovation platform whitelist to enhance industry support [4][5]. - A collaborative engine for innovation within industrial chains is proposed, particularly in key sectors like new energy vehicles and aerospace, to ensure that innovation resources are effectively utilized [7][8]. Group 3: Talent Development - Higher education institutions are encouraged to align their programs with the needs of the light industry sector, enhancing the quality of talent development to support high-quality growth in the industry [12][14]. - The establishment of collaborative innovation ecosystems is essential, with a focus on breaking down barriers between universities and industries to facilitate deeper integration of education and technology [19][20].