2023年中央金融工作会议指出，要做好科技金融、绿色金融、普惠金融、养老金融、数字金融五篇 大文章。科技金融作为"五篇大文章"之首，在金融强国建设和社会主义现代化进程中的地位举足轻重。 党的二十届四中全会提出，加快高水平科技自立自强，引领发展新质生产力。在此背景下，临沂金融监 管分局紧跟上级发展部署，立足沂蒙老区产业特色，持续完善同科技创新相适应的科技金融体制机制， 推动"科技—产业—金融"良性循环。截至2025年9月末，临沂科技型企业贷款余额达927.27亿元，较年 初新增107亿元，同比增长13%；高新技术企业贷款余额787.25亿元，增速17.5%，为助力创新型城市建 设注入强劲金融动能。 政策协同 锚定科技发展"路线图" 作为工业大市，临沂市规模以上工业企业数量居山东省前列，自2024年实施"翅膀工程"以来，围绕 装备制造等13条工业标志性产业链，持续推进创新链、产业链、资金链、人才链深度融合。截至2025年 10月末，全市科技型企业总量达3213家，各层级专精特新企业1070家，数量位居全省第四，形成传统产 业升级与新兴产业突破并行的产业格局，为科技金融落地提供坚实产业基础。 产品创新 打通成果转化 ...

10，成交尚可 玻璃产销：沙河79，湖北79，华东98，华南104 | | | | | | 纯 碱 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 2025/12/10 2025/12/16 2025/12/17 周度变化 日度变化 | | | | | | 2025/12/10 2025/12/16 2025/12/17 周度变化 日度变化 | | | | 沙河重碱 | 1110.0 | 1140.0 | 1140.0 | 30.0 | 0.0 | SA05合 约 | 1158.0 | 1170.0 | 1170.0 | 12.0 | 0.0 | | 华中重碱 | 1100.0 | 1130.0 | 1130.0 | 30.0 | 0.0 | SA01合约 | 1094.0 | 1133.0 | 1127.0 | 33.0 | -6.0 | | 华南重碱 | 1350.0 | 1350.0 | 1350.0 | 0.0 | 0.0 | SA09合约 | 1218.0 ...

Group 1: Company Overview and Production Capacity - The company is the first in the industry to mass-produce 1.6mm photovoltaic glass, which offers advantages over 2.0mm glass, including cost efficiency and a focus on thin glass production [2][3] - Current photovoltaic glass production capacity is distributed across production bases in Fengyang, Benxi, and Shijiazhuang, with new capacity being established in Ordos, Inner Mongolia, and overseas in the UAE [3][4] Group 2: Strategic Investments and Developments - The Ordos production base aims to reduce logistics and production costs by collaborating with local suppliers, with the first production line expected to be operational by the end of the year [3] - The UAE project involves an investment in a production line with an annual capacity of 500,000 tons, aligning with the company's global development strategy to enhance market share and reduce production costs [4] Group 3: Product Lines and Market Position - The company has seen an increase in output of display glass products due to the recovery of the consumer electronics industry [5] - The company is a qualified supplier for Tesla's solar roof tiles and energy storage products, with increased collaboration volume compared to the previous year [5] Group 4: Future Development Strategy - The company will continue to focus on a dual-driven development strategy for photovoltaic glass and consumer electronics glass, optimizing product structure and enhancing market share [5] - The ongoing construction of the UAE production line is part of the strategy to improve international competitiveness and reduce operational costs [5]

天眼查App显示，近日，许昌正磐玻璃科技有限公司成立，法定代表人为时颖，注册资本100万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；技术玻 璃制品制造；技术玻璃制品销售；玻璃制造；日用玻璃制品制造；日用玻璃制品销售；建筑材料销售； 五金产品零售；门窗销售（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Report Core View - No clear core view is presented in the given content. 3. Summary by Relevant Catalogs Glass - **Price Changes**: From Dec 9 to Dec 16, 2025, prices of 5mm glass in various regions decreased. For example, the price of 5mm glass at Shache Anquan dropped from 1044.0 to 984.0, a decrease of 60.0; FG05 contract price decreased from 1076.0 to 1038.0, a decrease of 38.0 [2]. - **Production and Sales**: Shache's glass production - sales rate was 98, Hubei's was 75, East China's was 94, and South China's was 104. Shache factories had fair production - sales, while Shache traders' low - price sales were average, and futures - spot sales were good. Hubei's factory transactions weakened [2]. - **Profit Changes**: North China's coal - fired glass profit decreased from 91.8 to 63.9, a decrease of 27.9; 05FG's spot natural gas profit decreased from - 278.3 to - 313.0, a decrease of 34.6 [2]. Soda Ash - **Price Changes**: From Dec 9 to Dec 16, 2025, prices of heavy soda ash in some regions increased. For example, Shache's heavy soda ash price increased from 1120.0 to 1140.0, an increase of 20.0; SA05 contract price decreased from 1186.0 to 1170.0, a decrease of 16.0 [2]. - **Industry Situation**: Upstream soda ash inventory accumulated, and Yuanxing's second - phase project was put into production. North China's light soda ash price increased by 50.0 [2]. - **Profit Changes**: North China's ammonia - soda ash profit increased from - 277.1 to - 250.4, an increase of 26.7; North China's combined - soda ash profit increased from - 390.5 to - 363.9, an increase of 26.5 [2].

证券日报网讯 12月16日，南玻A在互动平台回答投资者提问时表示，截至2025年12月10日，公司股东总 数为124196户，其中，A股股东总数为91645户，B股股东总数为32551户。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月16日，秀强股份在互动平台回答投资者提问时表示，公司聚焦家电玻璃深加工主营 业务，稳步推进新能源等新兴业务布局，持续提升核心竞争力。 ...

天眼查App显示，近日，襄阳市襄阳高新技术开发经硕光学厂（个体工商户）成立，法定代表人为张永 珍，注册资本1万人民币，经营范围为一般项目：玻璃纤维及制品制造，玻璃仪器制造，技术玻璃制品 制造，制镜及类似品加工，光学玻璃制造，玻璃制造，工艺美术品及礼仪用品制造（象牙及其制品除 外）。（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

交易咨询业务资格：证监许可【2012】1091号 大越期货投资咨询部 胡毓秀 从业资格证号：F03105325 投资咨询证号：Z0021337 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议 。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 玻璃早报 2025-12-16 每日观点 玻璃： 1、基本面：生产利润修复乏力但供给收缩不及预期；地产拖累下游深加工订单偏弱，库存同期历 史高位；偏空 2、基差：浮法玻璃河北沙河大板现货948元/吨，FG2605收盘价为1039元/吨，基差为-91元，期货 升水现货；偏空 3、库存：全国浮法玻璃企业库存5822.70万重量箱，较前一周减少2.04%，库存在5年均值上方运 行；偏空 4、盘面：价格在20日线下方运行，20日线向下；偏空 5、主力持仓：主力持仓净空，空减；偏空 6、预期：玻璃基本面疲弱，短期预计震荡偏弱运行为主。 影响因素总结 利多： 1、沙河地区"煤改气" ，行业冷修，产量损失。 利空： 1、地产终端需求依然疲弱，玻璃深加工企业订单 ...

Investment Rating - The industry rating is "Outperform the Market" [8][66] Core Viewpoints - The report emphasizes the need for stable real estate market policies, including controlling inventory and improving supply, as highlighted in the Central Economic Work Conference [3][13] - It notes that the easing of monetary and fiscal policies in China is expected to support the real estate market's recovery, with a focus on stabilizing transactions and prices [3][6] - The report anticipates a turning point in the building materials sector's capacity cycle due to supply-side reforms and a recovery in home-buying willingness driven by lower interest rates [6][13] Summary by Sections Investment Highlights - The report outlines several key policies aimed at stabilizing the real estate market, including the encouragement of purchasing existing homes for affordable housing and reforms to the housing provident fund system [3][13] - It mentions that the sales area of commercial housing has been declining since its peak in 2021, indicating the market is entering a bottoming phase [3][6] Recent High-Frequency Data - As of December 12, 2025, the average price of bulk P.O 42.5 cement is 341.1 CNY/ton, showing a 0.3% increase week-on-week but a 17.9% decrease year-on-year [4][14] - The average ex-factory price of glass (5.00mm) is 1091.4 CNY/ton, reflecting a 1.0% decrease week-on-week and a 19.5% decrease year-on-year [4][25] Sector Review - The report indicates that the Shanghai Composite Index fell by 0.34%, while the Shenzhen Composite Index rose by 0.18%. The building materials index decreased by 1.41% [5][52] - Among sub-sectors, fiberglass manufacturing increased by 1.11%, while cement manufacturing decreased by 1.21% [5][52] Investment Recommendations - The report suggests focusing on three main investment lines: high-quality companies benefiting from stock renovations, undervalued stocks with long-term alpha attributes, and leading cyclical building materials companies showing signs of bottoming [6][58]