证券代码：601636 证券简称：旗滨集团 公告编号：2026-009 株洲旗滨集团股份有限公司 关于全资子公司及孙公司完成注册登记的公告 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。 一、注册登记事由 为进一步理顺公司研发业务链条，优化研发体系和业务程序，促进新业务孵化，外部投资兼并、团队引 进等工作高效开展，株洲旗滨集团股份有限公司（以下简称"公司"）于2025年12月11日召开第六届董事 会第八次会议，审议通过了《关于投资设立全资子公司及孙公司的议案》。同意在深圳宝安投资设立全 资子公司深圳市旗滨科技发展有限公司（暂定名，工商管理部门最终核准的名称为"深圳市新旗滨科技 创投有限公司"，以下简称"旗滨科创"），并以新设立的旗滨科创为投资主体，投资设立深圳市旗滨技 术开发有限公司（暂定名，工商管理部门最终核准的名称为"深圳市新旗滨技术开发有限公司"，以下简 称"旗滨技术"）。具体内容详见公司于2025年12月12日在《上海证券报》《证券时报》《中国证券报》 《证券日报》以及上海证券交易所网站（www.sse.com.cn） ...

Group 1 - The company, Nanbo A, announced an expected net profit attributable to shareholders for the year 2025, ranging from 88.9 million to 132.7 million yuan [2]

Group 1: Report Industry Investment Rating - The short - term investment rating for the glass industry is "short - term shock" [1] Group 2: Core View of the Report - The supply - demand contradiction in the glass market has not been substantially improved. 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 production line cold - repair situations [4] Group 3: Summary by Relevant Catalogs Market行情回顾 - In the futures market, the glass main contract opened high and went low, showing a short - term shock signal. The trading volume increased by 361,000 lots and the open interest increased by 43,145 lots compared with the previous day. The closing price was 1056 yuan/ton, down 21 yuan/ton or 1.95% from the previous settlement price [1] - In the spot market, the situation varied by region. North China was stable, East China had average trading, Central China had some price increases in Hubei, and South China's market center shifted down [1] - The basis in North China was - 36 yuan/ton with a spot price of 1020 yuan/ton [1] Fundamental Data - **Supply**: As of January 29, the weekly total output of float glass was 1.057 million tons, flat month - on - month and - 3.375% year - on - year. The industry average operating rate was 71.86%, up 0.24% month - on - month, and the capacity utilization rate was 75.7%, flat month - on - month. One production line was restarted but had not yet produced glass [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% month - on - month and up 21.24% year - on - year. The inventory days were 22.8 days, 0.3 days less than the previous period [2] - **Import and Export**: In December 2025, domestic float glass exports were 87,000 tons, an increase of 2200 tons or 2.59% from the previous month. The net exports were 72,400 tons, a 4.51% increase month - on - month. The cumulative export volume from January to December was 1.0292 million tons, a 93.63% increase year - on - year [2] - **Profit**: The weekly average profit of natural - gas float glass was - 155.12 yuan/ton, up 3.57 yuan/ton week - on - week. The weekly average profit of coal - gas float glass was - 68.5 yuan/ton, down 3.39 yuan/ton week - on - week. The weekly average profit of petroleum - coke float glass was 1.07 yuan/ton, up 2.85 yuan/ton week - on - week [3] Main Logic Summary - The long - term losses of glass production lines have accelerated the capacity clearance of some enterprises, and there are still plans to cold - repair some production lines before the Spring Festival, so the supply side is expected to shrink further. However, real - estate demand has not improved, and downstream demand is expected to weaken further after February. The short - term price may fluctuate [4]

Core Viewpoint - The company, Three Gorges New Materials (600293.SH), announced an expected net profit attributable to the parent company for the year 2025 to be between -45 million and -35 million yuan, indicating a projected loss compared to the same period last year [1] Financial Summary - The projected net profit for 2025 is estimated to be between -45 million yuan and -35 million yuan [1] - This represents a significant decline in profitability compared to the previous year [1]

Core Viewpoint - The company, Sanxia New Materials, has announced a projected net loss for the year 2025, estimating a loss between 45 million and 35 million yuan for the parent company's shareholders [2] Financial Performance - The projected net profit for 2025 is expected to be in the range of -45 million to -35 million yuan [2]

Core Viewpoint - Samsung New Materials (603578.SH) expects a significant net loss for the year 2025, with projected net profit attributable to shareholders ranging from -98 million to -185 million yuan [1] Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -106 million and -196 million yuan for 2025 [1] - The projected loss for the current year is larger than the previous year, primarily due to increased asset impairment [1] Asset Impairment - A major contributor to the increased loss is the impairment of long-term assets, specifically a provision of 163 million yuan for the subsidiary Guohua Jintai [1] Operational Improvement - Despite the financial challenges, Guohua Jintai is showing signs of operational improvement due to a gradual decrease in photovoltaic glass production costs [1] - The subsidiary has also enhanced its performance by leasing its quartz sand beneficiation and purification production line business to Shandong Jinxitai Mining Co., Ltd [1]

经济观察网2026年1月30日，亚玛顿（002623）发布2025年度业绩预告，预计2025年净利润亏损1亿元至 1.2亿元。扣除非经常性损益后的净利润亏损1.36亿元至1.56亿元。 ...

针对上述提问，福莱特回应称："尊敬的投资者，您好，我司向欧盟成员国出口的业务在整体营收中占 比较小，主要通过境内主体直接销往欧盟市场，感谢您对我司的关注！" 本文源自：市场资讯 有投资者在互动平台向福莱特提问："请问公司近年是否存在向欧盟成员国出口或销售的相关业务？如 有，欧盟地区业务收入在公司整体营业收入中的占比大致为多少？此外，公司对欧盟市场的销售主要通 过哪种方式实现：是以境内主体直接向欧盟客户出口为主，还是通过在欧盟国家设立的子公司进行销 售，或通过第三方贸易商、代理商转销至欧盟市场？" 作者：公告君 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Core Viewpoint - The recognition of four subsidiaries of Nanbo A as high-tech enterprises in Guangdong Province for 2025 highlights the company's commitment to innovation and positions it to benefit from various policy incentives [1][3]. Group 1: Company Achievements - Four subsidiaries of Nanbo A, including Zhaoqing Nanbo Energy-saving Glass Co., Ltd., Dongguan Nanbo Engineering Glass Co., Ltd., Qingyuan Nanbo Energy-saving New Materials Co., Ltd., and Dongguan Nanbo Photovoltaic Technology Co., Ltd., have been recognized as high-tech enterprises [1]. - Nanbo A has received numerous honors, including national high-tech enterprise status, national manufacturing single champion products, and over 2,500 patent authorizations [2]. Group 2: Innovation and R&D - The company emphasizes independent, collaborative, and open innovation, with a robust R&D management system and strong intellectual property protection [2]. - In 2024, the number of R&D personnel is expected to reach 1,744, with R&D expenditure projected at 611 million yuan, placing it among the top 20 in A-share market [2]. Group 3: Policy Benefits and Future Outlook - The high-tech enterprise recognition allows Nanbo A to enjoy tax benefits, research funding, and financial support, reinforcing its long-term focus on R&D and professional fields [3]. - This recognition is expected to support the company's industrial layout and market position, contributing to its green and sustainable development in line with the "dual carbon" goals [3].

Group 1 - The company, Nanbo A, forecasts a net profit attributable to shareholders of 88.9 million to 133 million yuan for 2025, representing a decline of 66.68% to 50.26% compared to the same period last year [1] - The decline in profit is primarily due to the downward trend in market prices for key products such as photovoltaic glass and float glass, leading to a decrease in gross profit compared to the previous year [1] - The company plans to make impairment provisions for related assets in accordance with the principle of prudence [1] Group 2 - The company faced a significant impact on net profit due to a court ruling that resulted in a loss in a lawsuit regarding 171 million yuan in talent introduction special funds [1]