玻璃制造

Search documents
8.22玻璃日评:浮法玻璃市场稳中略涨
Sou Hu Cai Jing· 2025-08-24 13:28
浮法玻璃市场价格 | 市场 | 型号 | 8月21日 | 8 月 22 日 | 涨跌 | 单位 | | --- | --- | --- | --- | --- | --- | | 东北 | 5mm 大板 | 1080 | 1080 | 0 | 元/吨 | | 西北 | 5mm 大板 | 1170 | 1170 | 0 | 元/吨 | | 西南 | 5mm 大板 | 1130 | 1140 | 7 10 | 元/吨 | | 华东 | 5mm 大板 | 1190 | 1190 | 0 | 元/吨 | | 非中 | 5mm 大板 | 1090 | 1090 | 0 | 元/吨 | | 华南 | 5mm 大板 | 1230 | 92300 | O | CONG/吨 | | 非北 | 5mm 大板 | 1140 | 1140 | 0 | 元/吨 | 浮法玻璃市场分析 今日国内5mm浮法玻璃市场整体呈现稳中有涨态势。其中,华北市场基本走稳,沙河地区个别小板价格微幅调整,整体交投氛围仍 显清淡;西南市场价格重心继续上移,四川地区部分厂家白玻报价上调1-2元/重量箱,下游采购仍以刚需为主,补库意愿不强;华东 市场运行平稳,成 ...
行业周报:绿色政策推动供给格局改善,建材反内卷进行时-20250824
KAIYUAN SECURITIES· 2025-08-24 11:43
Investment Rating - The investment rating for the construction materials industry is "Positive" (maintained) [1] Core Insights - The construction materials industry has made significant progress in energy conservation and carbon reduction, with six major sub-industries releasing carbon reduction technology guidelines and a notable increase in the share of clean energy [3][4] - The cement industry is expected to benefit from national policies aimed at controlling cement clinker production capacity and improving energy efficiency standards [3] - The report recommends several companies within the construction materials sector, including SanKeTree, Dongfang Yuhong, Weixing New Materials, and Jianlang Hardware, as well as beneficiaries like Beixin Building Materials and Haizhu Cement [3] Summary by Sections Market Performance - The construction materials index rose by 2.91% from August 18 to August 22, 2025, underperforming the CSI 300 index by 1.27 percentage points [4][13] - Over the past three months, the CSI 300 index increased by 13.42%, while the construction materials index rose by 16.67%, outperforming the CSI 300 by 3.25 percentage points [4][13] - In the past year, the CSI 300 index increased by 30.86%, and the construction materials index rose by 35.30%, outperforming the CSI 300 by 4.44 percentage points [4][13] Cement Sector - As of August 22, 2025, the average price of P.O42.5 bulk cement was 280.47 CNY/ton, reflecting a 1.94% increase from the previous period [6][24] - The clinker inventory ratio was 64.62%, showing a decrease of 1.56 percentage points [6][24] - Regional price trends varied, with notable increases in East China (+5.05%) and Central China (+6.53%), while South China saw a decrease of 2.82% [24][26] Glass Sector - The average spot price for float glass was 1187.88 CNY/ton, down by 1.78% from the previous period [6][81] - The inventory of float glass increased by 28 million weight boxes, a rise of 0.50% [6][83] - The price of photovoltaic glass remained stable at 116.41 CNY/weight box [6][87] Fiberglass Sector - The market prices for fiberglass remained stable, with some flexibility in transactions noted [6][19] - The report highlights the performance of various companies within the fiberglass sector, indicating a generally positive trend [6][19] Consumer Building Materials - The prices of raw materials for consumer building materials showed slight fluctuations, with specific price data provided for various materials [6][20]
弱地产,期待更多政策托底
GOLDEN SUN SECURITIES· 2025-08-24 08:54
Investment Rating - The report maintains an "Overweight" rating for the construction materials sector [4]. Core Viewpoints - The construction materials sector is experiencing weak demand due to the real estate market, but there are expectations for more supportive policies to stabilize the industry [2]. - The report highlights a significant increase in local government bond issuance, which is expected to alleviate fiscal pressure and potentially accelerate municipal projects [2]. - The supply-demand imbalance in the float glass market is anticipated to ease as photovoltaic glass manufacturers begin self-regulated production cuts [2]. - The report recommends focusing on consumer building materials, which are expected to benefit from favorable second-hand housing transactions and consumption stimulus policies [2]. - Cement production is being adjusted through staggered shutdowns, with a focus on improving supply-side conditions [2]. - The fiberglass market is showing signs of recovery, particularly with increasing demand from the wind power sector [2]. Summary by Sections Cement Industry Tracking - As of August 22, 2025, the national cement price index is 341.46 CNY/ton, with a week-on-week increase of 1.7% [3]. - The national cement output reached 2.6815 million tons, up 2.82% from the previous week [3]. - The cement market is characterized by weak demand, high inventory, and low prices, with expectations for continued weakness in the coming week [18]. Glass Industry Tracking - The average price of float glass is 1205.78 CNY/ton, reflecting a week-on-week decline of 2.42% [3]. - Inventory levels for float glass are increasing, indicating pressure on manufacturers [3]. Fiberglass Industry Tracking - The price of non-alkali fiberglass remains stable, with slight improvements in demand observed in certain areas [6]. - The report notes that the demand for electronic fiberglass is strong, particularly for high-end products [6]. Consumer Building Materials - The demand for consumer building materials is showing signs of weak recovery, with fluctuations in raw material prices [6]. Carbon Fiber Industry Tracking - The carbon fiber market remains stable, with production costs reported at 106,700 CNY/ton and a negative gross margin [7]. - Import and export data for carbon fiber indicate a net import of 444.33 tons in July 2025 [7].
“知产”变“资产” 宿豫知识产权质押融资破解企业“融资难”
Sou Hu Cai Jing· 2025-08-24 05:59
Core Viewpoint - The article highlights the successful implementation of intellectual property pledge financing in Suqiu District, which has enabled local technology-based SMEs to overcome financing challenges and enhance innovation capabilities [1][3][6]. Group 1: Company Insights - Suqiu Aozhong Glass Co., Ltd. is a national high-tech enterprise with seven invention patents, and 95% of its products are exported overseas [1]. - The company faced development obstacles due to limited financing channels and had previously struggled to leverage its patents for funding [1][3]. - The company is expected to secure an additional 10 million yuan in working capital loans through intellectual property pledge financing, which is seen as a significant boost [3][6]. Group 2: Industry Developments - The Suqiu District has identified a common issue among many tech SMEs, which is the "idle" status of intellectual property assets [5]. - The district has established a three-tier service system involving government guidance, bank-enterprise connections, and professional evaluations to facilitate the transformation of technological achievements [6][10]. - As of June 30, the district has completed eight cases of intellectual property pledge financing, totaling 70 million yuan [8]. - Suqiu Times Energy Technology Co., Ltd. is another beneficiary, having received 6 million yuan last year and is expected to secure an additional 40 million yuan this year for technology upgrades [8]. - The district currently has 1,107 effective invention patents, with 705 classified as high-value patents, representing 63.68% of the total [10].
桂阳县鸿丰玻璃有限公司成立 注册资本10万人民币
Sou Hu Cai Jing· 2025-08-23 21:14
Company Overview - Recently, Guiyang Hongfeng Glass Co., Ltd. was established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Ouyang Huimin [1] Business Scope - The company is engaged in various glass manufacturing activities, including: - Glass manufacturing - Glass instrument manufacturing - Glass thermal insulation container manufacturing - Optical glass manufacturing - Technical glass product manufacturing - Ordinary glass container manufacturing - Unsealed glass shell and other glass product manufacturing - Glass fiber and product manufacturing - Daily glass product manufacturing [1]
屡次刷新纪录!金晶科技打造超白玻璃行业标杆
Jin Rong Jie· 2025-08-23 12:08
Core Viewpoint - In the first half of 2025, Jinjing Technology completed the technological transformation of its fifth ultra-white glass production line, which was reignited on July 1, marking a significant advancement in the ultra-white glass industry in China [1] Group 1: Production and Technological Advancements - The fifth ultra-white glass production line is the first of its kind in China and has previously produced the world's largest and thickest ultra-white glass [1] - After the technological upgrade, the length of the ultra-white glass produced is expected to reach 30 meters, potentially setting a new world record, with light transmittance projected to increase from 91.5% to 92% [1] - Higher light transmittance indicates improved photoelectric conversion efficiency, positioning Jinjing Technology as a major supplier of TCO conductive glass in China [1] Group 2: Product Quality and Applications - The ultra-white glass produced by Jinjing Technology has an iron content that is only 1/10th that of ordinary glass, with a self-explosion rate as low as 0.01% [1] - The Beijing City Library, which features a super high self-supporting glass curtain wall structure, utilizes 276 large glass panels, each measuring up to 18 meters, all produced by Jinjing Technology [1] Group 3: Industry Leadership - Since the successful launch of the first ultra-white glass 20 years ago, Jinjing Technology has maintained a record in manufacturing ultra-long and ultra-large ultra-white glass sheets, demonstrating the company's leading position in this field [1]
振华玻璃:文旅融合赋能的典型样本
Qi Lu Wan Bao Wang· 2025-08-23 10:11
Core Insights - The Shandong Lingshang Liuli Cultural Creative Park, as the only national industrial tourism demonstration base in Zibo, has developed a unique "industry + cultural tourism" integration path [1] Group 1: Company Overview - Since 2015, Zhenhua Glass Products Co., Ltd. has focused on industrial transformation and upgrading by establishing the Lingshang Liuli Cultural Creative Park, guided by the principles of inheriting intangible cultural heritage, preserving classic industrial relics, showcasing traditional production scenes, and ensuring industry leadership [3] - As of June this year, the park has received over 1.2 million domestic and international visitors [3] Group 2: Industry Trends - The park has undergone comprehensive upgrades, leveraging trends such as the "barbecue craze," "Liaozhai craze," "handmade craze," "intangible cultural heritage craze," "cultural creativity craze," and "research study craze" to attract visitors [4] - By allowing visitors to experience traditional production techniques and appreciate the creation of exquisite Liuli artworks, the park fosters a lasting "Liuli craze," achieving simultaneous economic and social benefits [4]
福耀玻璃股价下跌2.36% 中期分红每股0.9元
Jin Rong Jie· 2025-08-22 20:39
2025年8月22日,福耀玻璃主力资金净流出23787.90万元,占流通市值比为0.19%。近五日主力资金净流 入27656.86万元,占流通市值比为0.22%。 风险提示:以上内容仅供参考,不构成任何投资建议。 截至2025年8月22日15时0分,福耀玻璃股价为63.17元,较前一交易日收盘价下跌1.53元,跌幅为 2.36%。当日开盘价为64.00元,最高价为64.60元,最低价为62.88元,成交量为308904.0手,成交额为 19.60亿元。 福耀玻璃主要从事汽车玻璃和浮法玻璃的研发、生产和销售。公司产品广泛应用于汽车制造、建筑装饰 等领域。公司总部位于福建省福清市,是国内领先的汽车玻璃供应商。 8月19日,福耀玻璃发布了2025年半年度业绩报告,营业收入约214.47亿元,同比增长16.94%;归母净 利润约48.05亿元,同比增长37.33%。公司拟派半年报股息每股0.9元,这是福耀玻璃时隔7年后再次进 行中期分红。 ...
矿产可持续替代方案趋势展望
Sou Hu Cai Jing· 2025-08-22 10:42
Group 1: Sustainable Alternatives in Mineral Resources - The transition from technological exploration to large-scale application of sustainable alternatives in mineral resources is driven by material innovation, technological penetration, and institutional synergy, aiming to upgrade the mineral supply chain from resource-dependent to value-creating [1] - Breakthroughs in solid-state battery technology are reshaping mineral demand structures, with a new battery design reducing cobalt usage by 60% and increasing energy density by 30%, enhancing safety and lifespan [1] - Innovations in hydrogen fuel cell materials are reducing reliance on precious metals, with non-precious catalysts achieving 85% of the activity of traditional platinum-based catalysts, paving the way for large-scale applications [1] Group 2: Efficiency and Resource Utilization - The adoption of smart mining systems is significantly improving resource utilization efficiency, with a lithium mining company achieving a 15% increase in ore recovery and a 20% reduction in energy consumption through IoT and AI integration [1] - The large-scale application of bio-based materials is transforming mineral consumption patterns, with agricultural waste replacing 30% of traditional clay in ceramics and reducing carbon emissions by 40% [3] - Advances in synthetic materials are replacing high-risk minerals, such as graphene composites substituting copper in electronic components, leading to a 10% weight reduction and a 12% increase in battery range for electric vehicles [3] Group 3: Circular Economy and Resource Recovery - The maturity of mineral recycling technologies is reconstructing the resource supply system, with a battery recycling company extracting nickel, cobalt, and lithium with over 99.5% purity, reducing raw material procurement costs by 30% [3] - The innovation of supply chain collaboration mechanisms is amplifying circular value, exemplified by a multinational mining company using blockchain to enhance material recovery rates to over 90% through a "mineral passport" system [4] Group 4: Regulatory and Policy Developments - The iteration of international initiatives is reshaping industry rules, with the RMI's EMRT2.0 template requiring companies to disclose over 30 data points related to key minerals, enhancing supply chain transparency and compliance [6] - Differentiated regional policy designs are guiding resource allocation, as seen in the EU's conflict minerals regulation, which mandates third-party audits for minerals entering its market, accelerating the green transition of global supply chains [6]
ST华鹏: 山东华鹏股票交易风险提示公告
Zheng Quan Zhi Xing· 2025-08-22 09:21
Core Viewpoint - The stock of Shandong Huapeng Glass Co., Ltd. has experienced significant price increases, with consecutive trading days of price limits, prompting the company to issue a risk warning to investors regarding market trading risks [1][2]. Group 1: Market Trading Risks - The company's stock reached price limits on August 15, 18, 19, 20, and again on August 22, 2025, indicating a substantial short-term price increase [1]. - The latest price-to-book ratio is 55.75, which is significantly higher than the industry average, raising concerns about potential overvaluation [1]. Group 2: Operational Risks - The net profit attributable to shareholders is projected to be between -52 million and -70 million, indicating operational losses [2]. - There have been no significant changes in the company's main business, operational conditions, or operating environment compared to previous disclosures [2]. Group 3: Other Risk Warnings - The company has faced continuous net losses over the last three accounting years, leading to uncertainty regarding its ability to continue as a going concern, which has resulted in additional risk warnings since April 23, 2025 [2]. - As of the announcement date, there are no undisclosed significant matters related to major asset restructuring, share issuance, or other significant transactions [2].