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玻璃纯碱早报-20250915
Yong An Qi Huo· 2025-09-15 00:04
| 玻璃纯碱早报 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 研究中心能化团队 | | 2025/9/15 | | | 玻 璃 | | | | | | | | | | | | | 2025/9/12 周度变化 日度变化 | 2025/9/5 | 2025/9/11 | | | | | 2025/9/5 | 2025/9/11 | | 2025/9/12 周度变化 日度变化 | | | 沙河安全 5mm大 板 | 1130.0 | 1144.0 | 1144.0 | 14.0 | 0.0 | FG09合约 | 991.0 | 989.0 | 968.0 | -23.0 | -21.0 | | 沙河长城 5mm大板 | 1113.0 | 1147.0 | 1147.0 | 34.0 | 0.0 | FG01合约 | 1189.0 | 1185.0 | 1180.0 | -9.0 | -5.0 | | 沙河5mm大 板低价 | 1 ...
行业周报:绿色转型加速供给格局升级,积极布局建材机会-20250914
KAIYUAN SECURITIES· 2025-09-14 11:31
Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The green transformation accelerates the upgrade of the supply structure in the building materials industry, with a focus on innovative measures to promote the industry's shift towards green and intelligent development [4] - The report highlights the positive impact of government policies, such as the "Three-Year Action Plan for the Promotion of Green Building Materials Industry" in Hubei Province, which aims to reshape the industrial structure [4] - Key recommended companies include: Sanke Tree (channel penetration, retail expansion), Dongfang Yuhong (waterproof leader, operational structure optimization), Weixing New Materials (high-quality operations, high retail business proportion), and Jianlang Hardware [4] - Beneficiary stocks in the cement sector include: Conch Cement, Huaxin Cement, and Shangfeng Cement, with a focus on energy-saving and carbon reduction initiatives [4] Market Performance - The building materials index rose by 2.45% in the week from September 8 to September 12, outperforming the CSI 300 index by 1.07 percentage points [5][14] - Over the past three months, the CSI 300 index increased by 15.83%, while the building materials index rose by 21.65%, indicating a 5.83 percentage point outperformance [5][14] - In the past year, the CSI 300 index increased by 43.14%, while the building materials index rose by 52.13%, showing a 9.00 percentage point outperformance [5][14] Cement Sector - As of September 12, the average price of P.O42.5 bulk cement nationwide was 275.03 yuan/ton, with a slight increase of 0.01% month-on-month [27] - The clinker inventory ratio nationwide was 62.59%, down by 0.79 percentage points [28] - Regional price variations were noted, with Northeast prices decreasing by 2.17% and North China prices increasing by 2.22% [27][31] Glass Sector - The average price of float glass as of September 12 was 1202.33 yuan/ton, reflecting a week-on-week increase of 1.01% [78] - The inventory of float glass decreased by 1.86%, with a total of 55 million weight boxes [80] - The price of photovoltaic glass remained stable at 125.00 yuan/weight box [84] Valuation Metrics - The average price-to-earnings (PE) ratio for the building materials sector is 29.36 times, ranking it 15th from the bottom among all A-share industries [23] - The price-to-book (PB) ratio is 1.34 times, ranking it 8th from the bottom among all A-share industries [32]
债务限额提前下发,继续加强化债
GOLDEN SUN SECURITIES· 2025-09-14 10:11
Investment Rating - The report maintains an "Overweight" rating for the construction materials sector [4] Core Views - The construction materials sector is expected to benefit from government debt management measures aimed at supporting high-quality development and alleviating financial pressure on local governments [2] - The cement industry is in a demand bottoming phase, with supply-side improvements anticipated due to increased production discipline [2][3] - The glass fiber sector shows signs of recovery with demand from wind power projects expected to rise, while the photovoltaic glass market is stabilizing due to self-regulated production cuts [2][7] - Consumer building materials are recommended due to favorable conditions in the second-hand housing market and consumption stimulus policies [2] Summary by Sections Cement Industry Tracking - As of September 12, 2025, the national cement price index is 339.18 CNY/ton, up 0.89% week-on-week, with a total cement output of 2.659 million tons, an increase of 3.16% [3][17] - The cement clinker capacity utilization rate is 55.69%, up 14.96 percentage points from the previous week [3][17] - The construction sector is showing steady growth, but regional weather and demand release discrepancies are affecting the overall market [17] Glass Industry Tracking - The average price of float glass is 1197.01 CNY/ton, with a slight increase of 0.34% week-on-week [6] - Inventory levels have decreased, but demand remains weak, with many small processing plants facing order shortages [6] Glass Fiber Industry Tracking - The price of non-alkali glass fiber has seen a slight increase, with demand showing limited recovery [7] - The demand for electronic yarn is stable, with high-end products continuing to perform well [7] Consumer Building Materials - The consumer building materials sector is experiencing a weak recovery, with upstream raw material prices fluctuating [8] - The report highlights the potential for long-term market share growth in this sector [2] Carbon Fiber Industry Tracking - The carbon fiber market remains stable, with production costs at 107,100 CNY/ton and a negative gross margin [8]
能源化工玻璃纯碱周度报告-20250914
Guo Tai Jun An Qi Huo· 2025-09-14 09:27
国泰君安期货·能源化工 玻璃纯碱周度报告 国泰君安期货研究所·张驰 投资咨询从业资格号:Z0011243 日期:2025年9月14日 Guotai Junan Futures all rights reserved, please do not reprint 本周玻璃观点:震荡思路 | | 截至20250911,国内玻璃生产线在剔除僵尸产线后共计296条(20万吨/日),其中在产225条,冷修停产71条。全国浮法玻璃日产量为16.02 | | --- | --- | | 供应 | 万吨,比4日+0.38%。 周内无点火,放水浮法产线。凯里市凯荣玻璃有限公司设计产能600吨/日原产绿玻,周内转产欧洲灰;株洲醴陵旗滨玻璃有限公司三线500 | | | 吨/日海洋蓝周内正色;河南省中联玻璃有限责任公司一线600吨/日原产殴灰,周内改产黑玻。 | | | 截至20250901,全国深加工样本企业订单天数均值10.4天,环比+7.8%,同比+8.3%。8月下旬至今,全国各大区多数深加工订单反馈环比未有 | | 需求 | 明显变化,多数排单3-10天居多,部分区域原片价格上移情况下,本地钢化中空产品价格持续稳定,行业整 ...
刚接中国国书,这国就倒向美国,对华加税50%,中方给出8字警告
Sou Hu Cai Jing· 2025-09-13 07:48
Core Points - Mexico has announced significant tariffs on approximately 1,400 products from China, including automobiles, steel, and textiles, with rates reaching up to 50% by the end of 2026 [1][3] - The policy targets imports valued at around $52 billion, exempting countries with trade agreements with Mexico, such as the US and Canada, indicating a clear political alignment with the US [1][3] - This move is seen as a response to US pressure, particularly under the Trump administration's "North American Fortress" strategy, which aims to synchronize trade policies between Mexico and the US to prevent Chinese goods from entering the US market [3][5] Industry Impact - The tariffs are intended to protect domestic employment and improve trade balance, but they contradict the growth of Mexico's automotive industry, which has benefited from Chinese investments and components [3][5] - Mexico's automotive sector has become a key destination for Chinese exports, with the country being the largest market for Chinese cars by mid-2025; the 50% tariff will severely restrict Chinese automotive products from entering Mexico [5][10] - Chinese companies have invested over $10 billion in Mexico across various sectors, including automotive and infrastructure; uncertainty in policy may lead to withdrawal of investments, resulting in job losses and diminished industrial capabilities [10][12] Economic Relations - Mexico's exports to China, including avocados, blueberries, and crude oil, may become targets for Chinese retaliatory tariffs, potentially harming Mexico's economy [8][10] - The Mexican government's reliance on the US, particularly through the US-Mexico-Canada Agreement (USMCA), poses risks, as any economic downturn or political shift in the US could lead to abrupt changes in trade policies [12][14] - Historical context suggests that Mexico's strategy of aligning closely with the US while compromising relations with China may lead to long-term economic disadvantages, as the US may continue to impose further demands [14]
安徽省昊群玻璃科技有限公司成立 注册资本500万人民币
Sou Hu Cai Jing· 2025-09-13 02:15
天眼查App显示,近日,安徽省昊群玻璃科技有限公司成立,法定代表人为段永强,注册资本500万人 民币,经营范围为一般项目:技术玻璃制品销售;玻璃制造;玻璃纤维及制品销售;技术服务、技术开 发、技术咨询、技术交流、技术转让、技术推广;日用玻璃制品销售;建筑材料销售;建筑装饰材料销 售;门窗制造加工;五金产品零售;门窗销售(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)许可项目:建设工程施工;住宅室内装饰装修(依法须经批准的项目,经相关部门批准后方可 开展经营活动,具体经营项目以相关部门批准文件或许可证件为准)。 ...
长江期货市场交易指引-20250912
Chang Jiang Qi Huo· 2025-09-12 05:40
期货市场交易指引 2025 年 09 月 12 日 | ◆股指: | 宏观金融 中长期看好,逢低做多 | | --- | --- | | ◆国债: | 保持观望 | | | 黑色建材 | | ◆焦煤: | 区间交易 | | ◆螺纹钢: | 区间交易 | | ◆玻璃: | 逢低做多 | | | 有色金属 | | ◆铜: | 观望或逢低持多,短线交易 | | ◆铝: | 建议待回落后逢低布局多单 | | ◆镍: | 建议观望或逢高做空 | | ◆锡: | 区间交易 | | ◆黄金: | 区间交易 | | ◆白银: | 区间交易 | | | 能源化工 | | ◆PVC: | 震荡运行 | | ◆烧碱: | 震荡运行 | | ◆纯碱: | 空 01 多 05 套利 | | ◆苯乙烯: | 震荡运行 | | ◆橡胶: | 偏强震荡 | | ◆尿素: | 震荡运行 | | ◆甲醇: | 震荡运行 | | ◆聚烯烃: | 宽幅震荡 | | | 棉纺产业链 | | ◆棉花棉纱: | 震荡运行 | | ◆PTA: | 震荡运行 | | ◆苹果: | 震荡偏强 | | ◆红枣: | 震荡偏弱 | | | 农业畜牧 | | ◆生猪 ...
萍乡市佳誉玻璃有限公司成立 注册资本30万人民币
Sou Hu Cai Jing· 2025-09-12 02:49
天眼查App显示,近日,萍乡市佳誉玻璃有限公司成立,法定代表人为陈亚涛,注册资本30万人民币, 经营范围为一般项目:玻璃制造,玻璃纤维及制品制造,光学玻璃制造,技术玻璃制品制造,日用玻璃 制品制造,玻璃纤维增强塑料制品制造,非金属矿物制品制造,真空镀膜加工,日用玻璃制品销售,技 术玻璃制品销售,光学玻璃销售,汽车装饰用品销售,玻璃纤维及制品销售,建筑材料销售,功能玻璃 和新型光学材料销售,玻璃仪器销售,建筑防水卷材产品销售,总质量4.5吨及以下普通货运车辆道路 货物运输(除网络货运和危险货物),有色金属合金销售,非金属矿及制品销售(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)。 ...
玻璃纯碱早报-20250912
Yong An Qi Huo· 2025-09-12 01:08
纯碱现货:重碱河北交割库现货报价在1170左右,送到沙河1200左右 纯碱产业:工厂库存下行,交割库存累积,整体持平 1,000 1,200 1,400 1,600 1,800 2,000 2,200 河北鑫利4.8mm(折5mm) 2022 2023 2024 2025 (600) (400) (200) 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 华北玻璃生产利润(气) 2020 2021 2022 2023 2024 2025 1147 1159 1147 1030 989 1093 1185 1282 900 950 1000 1050 1100 1150 1200 1250 1300 1350 沙河德金 沙河安全 沙河低价 湖北低价 09合约 11合约 01合约 05合约 玻璃价格结构 今日(9/11) 昨日(9/10) 一周前(9/4) 一月前(8/11) (500) 0 500 1,000 1,500 华南玻璃利润(气) 2020 2021 2022 2023 2024 2025 0 500 1,000 1,500 2,000 2,500 3, ...
河北光亿玻璃科技有限公司成立 注册资本300万人民币
Sou Hu Cai Jing· 2025-09-11 22:44
天眼查App显示,近日,河北光亿玻璃科技有限公司成立,法定代表人为王高明,注册资本300万人民 币,经营范围为一般项目:技术玻璃制品制造;未封口玻璃外壳及其他玻璃制品制造;技术玻璃制品销售; 玻璃、陶瓷和搪瓷制品生产专用设备制造;玻璃纤维及制品制造;玻璃纤维增强塑料制品制造;日用玻璃制 品制造;非金属矿及制品销售;玻璃仪器制造;玻璃保温容器制造;玻璃纤维及制品销售;光学玻璃制造;普通 玻璃容器制造;日用玻璃制品销售;玻璃纤维增强塑料制品销售;模具销售;模具制造;水泥制品制造;水泥制 品销售;建筑材料销售(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)。 ...