| | | | | | 玻璃纯碱早报 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 研究中心能化团队 | | 2025/5/22 | | | | | | | | 玻 璃 | | | | | | | | | 2025/5/14 | 2025/5/20 | | 2025/5/21 周度变化 日度变化 | | | 2025/5/14 | 2025/5/20 | | 2025/5/21 周度变化 日度变化 | | | 沙河安全 5mm大 板 | 1173.0 | 1138.0 | 1138.0 | -35.0 | 0.0 | FG09合约 | 1046.0 | 1025.0 | 1034.0 | -12.0 | 9.0 | | 沙河长城 5mm大板 | 1164.0 | 1130.0 | 1130.0 | -34.0 | 0.0 | FG01合约 | 1098.0 | 1081.0 | 1088.0 | -10.0 | 7.0 | | 沙河5mm大 板低 ...

然橡胶产业期现日报 寇帝斯 | 玻璃纯碱期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2025年5月22日 | | | | 蒋诗语 | Z00170002 | | 玻璃相关价格及价差 | | | | | | | 品种 | 现值 | 前值 | 张跃 | 张跌幅 | 单位 | | 华北报价 | 1180 | 1180 | 0 | 0.00% | | | 华东报价 | 1310 | 1320 | -10 | -0.76% | | | 华中报价 | 1130 | 1130 | 0 | 0.00% | | | 华南报价 | 1320 | 1320 | 0 | 0.00% | アレ/旧屯 | | 玻璃2505 | 1136 | 1129 | 7 | 0.62% | | | 玻璃2509 | 1034 | 1025 | 9 | 0.88% | | | 05基差 | 44 | 51 | -7 | -13.73% | | | 纯碱相关价格及价差 | | | | | | | 品种 | 现值 | 前值 | 张庆 ...

Market Overview - The high-performance glass products market is categorized into various types, including low-emission glass and solar control glass, with significant growth expected from 2020 to 2031 [3][4]. - The market is projected to see substantial revenue growth across different applications, such as commercial, residential, and industrial buildings [3][4]. Industry Development Status - The overall development of the high-performance glass products industry is characterized by increasing demand and technological advancements [4][8]. - Key factors influencing the industry include favorable conditions such as energy efficiency and sustainability, alongside challenges like high production costs [4][8]. Supply and Demand Forecast - Global supply and demand for high-performance glass products are expected to grow significantly from 2020 to 2031, with detailed forecasts on production capacity, output, and utilization rates [4][20]. - China's production capacity and output are projected to account for a significant share of the global market, indicating its growing influence [4][20]. Regional Analysis - The market analysis reveals varying growth trends across major regions, including North America, Europe, and the Asia-Pacific, with specific revenue and volume forecasts for each region [5][21]. - The Asia-Pacific region, particularly China, is anticipated to dominate both production and consumption of high-performance glass products by 2031 [5][21]. Competitive Landscape - The competitive landscape of the high-performance glass market includes major players with significant market shares, production capacities, and revenue rankings [6][7]. - The industry is characterized by a mix of established companies and emerging players, with ongoing innovations and product developments shaping the competitive dynamics [6][7]. Product Type Analysis - Different product types within the high-performance glass segment are expected to experience varied growth rates, with detailed sales and revenue projections provided for each category [5][13]. - The analysis includes market share assessments for each product type, highlighting the competitive positioning of key players [5][13]. Application Analysis - The demand for high-performance glass products across various applications is projected to grow, with specific forecasts for sales and revenue in commercial, residential, and industrial sectors [6][15]. - The report emphasizes the importance of application-specific trends in driving market growth and shaping product development strategies [6][15]. Industry Trends and Drivers - Key trends driving the high-performance glass industry include advancements in technology, increasing environmental regulations, and a growing focus on energy-efficient building materials [8][20]. - The industry is also influenced by government policies and regulations aimed at promoting sustainable practices and reducing carbon footprints [8][20].

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4492.65万元，其中，买入成交额为 3499.27万元，卖出成交额为993.37万元，合计净买入2505.90万元。 具体来看，今日上榜的营业部中，沪股通为第四大卖出营业部，卖出金额为132.34万元，合计净卖出 132.34万元。 资金流向方面，今日该股主力资金净流入3202.90万元，其中，特大单净流入3486.19万元，大单资金净 流出283.29万元。近5日主力资金净流入8579.92万元。 安彩高科(600207)今日涨停，全天换手率0.82%，成交额4498.73万元。龙虎榜数据显示，沪股通净卖出 132.34万元，营业部席位合计净买入2638.24万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.68%上榜，沪股通净卖出132.34万元。 安彩高科5月20日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安太华路证券营业部 | 1005.75 | | | 买二 | 爱建证券 ...

你是否曾凝视过手中晶莹剔透的玻璃杯，或是透过窗户眺望外面的世界，却从未细想过这看似普通 的玻璃，究竟有着怎样传奇的诞生故事？ 神秘的 "明珠" 相传，在遥远的过去，一队腓尼基商人驾驶着满载天然碱的货船，在茫茫大海上艰难航行。突如其 来的狂风暴雨，迫使他们在一个无名小岛上躲避。荒滩之上，没有石头垒灶，无奈之下， 他们只能 用珍贵的天然碱充当石块，搭建起炉灶，生火做饭、取暖。 当风雨停歇，商人们准备继续踏上旅程。就在收拾东西时，令人惊喜的一幕出现了 —— 沙滩上， 许多晶光闪闪、宛如明珠的物体在阳光下熠熠生辉。这些 "明珠" 晶莹透亮，恰似神仙头顶的宝 石。腓尼基商人们又惊又喜，将它们视作神灵赐予的护身符，小心翼翼地全部拾起，带上航船，从 此，这些 "明珠" 也随着他们的脚步，走向了世界各地。 而这神秘的 "明珠"，正是如今我们生活 中随处可见的玻璃。 玻璃究竟是如何诞生的呢 其实，从这个古老的故事里，我们便能窥见端倪。 玻璃的主要原料正是随处可见的沙子，沙子的主 要成分二氧化硅 （SiO2） ，熔点极高。但当它与纯碱（ 碳酸钠Na2CO3 ）相遇，奇迹便发生了 —— 纯碱降低了二氧化硅的熔制温度，使其变成可以流 ...

身的来源于被广发期货有限公司认为可售的已公开资料，但广发期货对这些信息的精确性及完整生不化任何民证。本报告反映研究人员的不同观点 见解及分析方法，并不代表广发期货或其他周机构的立场。在任何情况下，报告内容仅供参考，提告中的信息或所表达的意见并不构成所选品种买卖的出价或损 管锯此投资,风险自慰。本报告音在发送给广发期货特定客户及其他专业人士，版权归广发期货所有，未经广发明货书面授权，任何人不得对本报告进行 t的发布、复制。如引用、刊发,需注明出处为"广发期货" 交产业期现目报 投资咨询业务资格:证监许可【2011】1292号 2025年5月20日 Z0021810 寇帝斯 | 现货价格及基差 | | | | | | | --- | --- | --- | --- | --- | --- | | 品中 | 5月19日 | 5月16日 | 涨跌 | 涨跌幅 | 单位 | | 云南国营全到胶(SCRWF):上海 | 15000 | 14950 | 50 | 0.33% | | | 全乳基差(切换至2509合约) | -5 | 45 | -50 | -111.11% | 元/吨 | | 泰标混合胶报价 | 14600 ...

| | | | | | 玻璃纯碱早报 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 研究中心能化团队 | | 2025/5/20 | | | | | | | | 玻 璃 | | | | | | | | | 2025/5/12 | 2025/5/16 | | 2025/5/19 周度变化 日度变化 | | | 2025/5/12 | 2025/5/16 | | 2025/5/19 周度变化 日度变化 | | | 沙河安全 5mm大 板 | 1190.0 | 1150.0 | 1138.0 | -52.0 | -12.0 | FG09合约 | 1045.0 | 1005.0 | 1018.0 | -27.0 | 13.0 | | 沙河长城 5mm大板 | 1181.0 | 1138.0 | 1130.0 | -51.0 | -8.0 | FG01合约 | 1086.0 | 1062.0 | 1075.0 | -11.0 | 13.0 | | 沙河5m ...

大家普遍看好谈判取得的阶段性突破，但对于长期的不确定性仍抱有隐忧—— 90天窗口期后，中美关税是否会反弹？中美博弈又将打出什么 牌？ 为了剖析中美经贸的未来走势，我们特别邀请到 全球化智库（CCG）创始人、国务院原参事王辉耀老师 ，出席将于6月举办的第二届出海全球 峰会，并在现场发表《逆全球化与"朋友圈"重组：全球化3.0展望》主题演讲，与广大企业家朋友分享多年积累的一线洞察和研究。 同时，在峰会开始前， 华商出海产业服务联盟主理人卓立特别连线王辉耀老师，就该话题在直播间内展开探讨，小巴提炼了部分直播内容，分 享给大家。 长按扫码▲领取回看 Q1 这次中美关税谈判，是否符合您的预期？ 我觉得这次的谈判实际上超出了绝大多数人的预期，效果还是蛮好的。 点击上图▲立即报名 2025年6月19日—6月20日，相约"生而全球·共融共建"第二届出海全球峰会， 1500+企业出海掌舵人再聚狮城，与吴晓波、王辉耀、秦朔、津上俊哉、林雪萍、黄 兆华等嘉宾，共 同探索中企出海从"产能迁徙"到"文明共生"的新路径。 【点击马上 报名】 在峰会正式召开前，我们将陆续梳理与会嘉宾关于中国企业出海大潮的精彩观点，一 起提前感受嘉宾们的智 ...

Investment Rating - The industry rating is "Outperform the Market" [8] Core Viewpoints - The report highlights the importance of urban renewal actions initiated by the government, emphasizing the need for existing building renovations and infrastructure improvements, with significant progress expected by 2030 [3][13] - Short-term factors include the pressure for stable growth, the emphasis on stabilizing the real estate market, and the gradual alleviation of risks associated with major real estate companies, which is beneficial for the building materials sector [3][13] - Long-term perspectives suggest that the opening of the interest rate reduction channel in Europe and the U.S. will provide more room for monetary and fiscal policies in China, with expectations for policies to stabilize the real estate market and improve housing loan conditions [3][13] Summary by Sections Recent Developments - The report discusses various local government initiatives aimed at improving housing quality and supporting home purchases, including policies in Shenzhen, Nanjing, Wuhan, and other cities [3][13] - The report notes a 28.7% year-on-year increase in residential transactions in Shenzhen in April, indicating a potential recovery in the housing market [3][13] High-Frequency Data - As of May 16, 2025, the average price of bulk P.O 42.5 cement in China is 386.2 CNY/ton, showing a 0.8% decrease from the previous week but a 10.2% increase year-on-year [4][14] - The average price of glass (5.00mm) is 1260.0 CNY/ton, reflecting a 0.8% decrease from the previous week and a 25.6% decrease year-on-year [4][21] Sector Review - The report indicates that the Shanghai Composite Index rose by 0.76%, while the building materials sector index fell by 0.24% [5][53] - Among sub-sectors, fiberglass manufacturing saw a 3.07% increase, while cement manufacturing experienced a 1.21% decline [5][53] Investment Recommendations - The report suggests focusing on three main investment lines: high-quality companies benefiting from stock renovations, undervalued stocks with long-term potential, and leading cyclical building material companies showing signs of bottoming out [6][68]

公司研究 证 券 研 究 报 告 旗滨集团（601636）2024 年报及 2025 年一季报点评 推荐（维持） 光伏玻璃业务快速发展，一季度盈利改善 目标价：6.1 元 事项： 2024 年公司实现总营业收入 156.49 亿元，同比减少 0.21%，归母净利润 3.83 亿元，同比减少 78.15%。2025 年一季度公司实现总营业收入 34.84 亿元，同 比减少 9.68%，归母净利润 4.70 亿元，同比增长 6.38%。 评论： 证券分析师：单戈 邮箱：shange@hcyjs.com 执业编号：S0360522110001 证券分析师：许常捷 邮箱：xuchangjie@hcyjs.com 执业编号：S0360525030002 公司基本数据 | | | | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 15,649 | 16,562 | 17,913 | 19,784 | | 同比增速(%) | -0.2% | 5.8% | 8.2% | 10.4% | | 归母净利润(百万) | ...