Group 1 - The company announced a share repurchase plan with a total expected amount between 100 million yuan and 200 million yuan [1][2] - The repurchase plan was first disclosed on April 19, 2025, and is set to be implemented within 12 months after board approval [1][2] - The repurchased shares will be used for employee stock ownership plans or equity incentives [1][2] Group 2 - As of June 30, 2025, the company has repurchased a total of 20,350,000 shares, accounting for 1.42% of the total share capital [2] - The total amount spent on the repurchase is 98,260,016.98 yuan, with a purchase price range between 4.58 yuan and 5 yuan per share [2] - The repurchase progress aligns with the established repurchase plan [2]

Core Viewpoint - The photovoltaic glass industry is undergoing a significant reduction in production, with major companies planning to cut output by approximately 30% to address supply-demand imbalances and improve market conditions [2][6]. Industry Overview - The photovoltaic glass industry is facing challenges, with a total reduction of 31,091 tons per day since July, achieving a reduction rate of about 26%, nearing the target of 30% [3]. - As of June, domestic supply of photovoltaic glass was approximately 54GW, with demand around 49-50GW, resulting in a monthly surplus of about 8-9GW, equating to a glass surplus of 350,000-400,000 tons [3]. - Current inventory levels are high, with stock estimated at 31-32 days, indicating a significant oversupply in the market [3]. Price Dynamics - The price of photovoltaic glass has dropped over 70% from its peak of 40 yuan per square meter in 2020, leading to financial strain on many companies [4]. - The market has seen continuous price declines since June, with some prices falling below 11 yuan per square meter, causing many companies to struggle to cover costs [3][4]. Company Responses - Major companies are adapting to the market conditions by either reducing production or focusing on long-term customer relationships rather than engaging in price wars [4][7]. - Companies like 福莱特 and 信义光能 hold over 50% of the market share, with 福莱特 reporting a revenue of 18.683 billion yuan in 2024, down 13.2% year-on-year, and a net profit decline of 63.52% [4]. - 亚玛顿 is planning to invest in a new production line in the UAE to leverage local resources and enhance its competitive edge in the photovoltaic glass sector [6][7]. Future Outlook - The anticipated production cuts are expected to stabilize prices and improve the supply-demand balance in the photovoltaic glass market [7]. - The industry is projected to gradually move towards a healthier and more sustainable development trajectory as supply conditions improve and relevant policies are implemented [7].

经历抢装潮短期提振后，光伏玻璃再次进入价格下行区间，头部企业或将发起新一轮联合减产 以稳定市场价格。财联社记者从业内人士获悉，由于目前需求低迷及持续亏损情况下，部分光 伏玻璃企业采取减产或者冷修工作，整体产能呈现下降趋势。 多家光伏玻璃生产企业人士今日对财联社记者表示， 尚不能确定具体减产比例安排。 福莱特 证券部工作人员称， 目前公司生产经营正常。 每家企业生产经营情况不同，去年下半年起已 经开始对一些老旧窑炉进行检修，会持续调整公司在生产端的情况。 据市场消息称， 多数玻璃企业计划7月开始减产改善供应端，减产规模预计将达到30％。 不 过，也有企业人士对财联社记者称， 当前产能持续出清趋势不变，但量值难以达到30%水 平，预计在15%～20%之间。 该分析同时强调，供应端其实6月已经开始进行减产操作，统计6月国内共有3850吨/天产能 开始放水或焖炉，此外新增3020吨/天产能堵口，近日国内再度新增一座650吨/天窑炉减 产，供应量下降速度较快。 不过，对于具体减产比例，多家企业未作正式回应， 因此实际减产情况还需观望。隆众资讯 分析师高玲对财联社记者表示，目前光伏玻璃的行业总产能是13万吨左右，但市场对 ...

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Group 1 - The core viewpoint of the articles highlights that the top ten domestic photovoltaic glass manufacturers have collectively decided to reduce production by 30% to address the supply-demand imbalance in the market [1][4] - The reduction in production is expected to decrease the glass supply to approximately 45GW in July [1][4] - Experts indicate that if the collective production cut is successfully implemented, it could help in the recovery of glass prices [1][3] Group 2 - Several photovoltaic glass companies have responded to the production cut news, stating that they are currently operating normally and have not received formal notices for production halts [2] - Companies like Aiyamaton are looking to expand overseas to alleviate competitive pressures in the domestic market, with plans to invest in a new production line in the UAE [2] - The photovoltaic glass industry has been experiencing continuous losses, with the average profit margin declining significantly over the past weeks [5] Group 3 - The supply side of photovoltaic glass has already begun to reduce production since June, with a total of 3,850 tons/day capacity being cut or idled [4] - The demand side has weakened, leading to an increase in inventory levels among glass manufacturers [4] - As of June 30, the price of 3.2mm coated photovoltaic glass dropped by 5.13% to 18.5 yuan/m², while the price of 2.0mm coated glass fell by 4.35% to 11.0 yuan/m² [5]

Core Insights - The company is addressing production challenges by enhancing its internal capabilities, particularly in the production of glass bottle tubes, which are critical to its operations [1][2] - Significant cost reductions have been achieved through technological innovations and process optimizations, leading to improved efficiency and reduced reliance on external suppliers [2][3] Group 1: Production Challenges - The company faces a critical supply issue with the glass bottle tubes, requiring nearly one million units annually, which impacts production plans and costs [1] - External supply disruptions have led to production slowdowns, emphasizing the need for self-sufficiency in key components [1] Group 2: Technological Innovations - A new intelligent production unit has been implemented, automating the production of glass bottle tubes and reducing costs by 5 yuan per unit through structural optimization and energy savings [2] - The company has achieved a 99.8% qualification rate for self-produced tubes, significantly reducing waste and further lowering costs [2] Group 3: Cost Control Measures - Various cost-saving measures have been introduced across production processes, including adjustments to drying processes and repurposing idle equipment, leading to substantial monthly savings [3] - The company aims to enhance its competitive edge and risk resilience by focusing on cost control in critical areas such as precious metal processing and chemical agents [3]

据中国人民银行征信中心消息，根据《国家发展改革委关于进一步降低征信服务收费标准的通知》，中国人民 银行征信中心自2025年7月1日起全面执行征信服务新收费标准。个人柜台查询自身信用报告，每年前2次免 费，自第3次起的收费标准为每次5元。个人通过互联网查询自身信用报告免费。 国家发改委：国内汽、柴油价格每吨分别上涨235元和225元 国家发改委消息，根据近期国际市场油价变化情况，按照现行成品油价格形成机制，自2025年7月1日24时起， 国内汽、柴油价格每吨分别上涨235元和225元。 ★ 宏观动态 ★ 央行征信中心：征信服务新收费标准7月1日正式实施 关税。对此，日本内阁官房长官林芳正今天（7月1日）表示，他不会对美国总统或美国官员的每一项声明进行 评论，但日本不会在与美国的贸易谈判中牺牲农业部门的利益。不过林芳正拒绝透露目前日美贸易谈判的具体 细节。 ★ 金融机构 ★ 国融基金：副总经理兼财务负责人陈祎杰离任 7月1日国融基金公告称，副总经理兼财务负责人陈祎杰离任，该事项经国融基金第三届董事会第十八次会议审 议通过，并按有关规定进行报备。 充电宝上高铁要符合哪些条件？国铁集团回应 据央视新闻，民航局禁止携带 ...

往年光伏玻璃企业的库存在20天以内，眼下企业相对健康的库存天数在25天左右。 "反内卷"的声浪一阵高过一阵，不止步于呼吁阶段。 中国光伏行业协会CPIA官微最近发布题为《一锤定音！——破"卷"三轴联动：政府引路、行业自律、 企业求变》的文章，主要提及29日《人民日报》头版刊发金社平评论《在破除"内卷式"竞争中实现高质 量发展》相关文章内容。 中国光伏行业协会表示，未来协会将一如既往地助力行业自律与技术升维双轨并进，实现"优质优价"取 代"劣币驱逐良币"，共同维护公平竞争的市场秩序，尽快挣脱内卷枷锁。 同天，业内传言头部光伏玻璃企业集体减产30%以抵制内卷。据上海有色网（SMM）消息，近日光伏 玻璃企业聚集讨论当前供需矛盾，多数玻璃企业计划7月开始减产改善供应端，减产规模预计将达到 30%。 SMM分析师郑天鸿表示，近日部分玻璃企业相聚一堂协商后续走势，原定减产规模仅有10%左右，但 此规模不能解决供需矛盾，因此在原有基础上，头部企业计划增大减产量，预计使得本轮减产规模达到 30%。 某产业内分析人士今日在接受第一财经记者采访时表示，实际今年6月起，玻璃环节已陆续启动减产， 除了福莱特和信义光能这两大头部企业外 ...

针对"国内头部光伏玻璃企业计划于7月开始集体减产30%"的市场消息，亚玛顿（002623）董秘刘芹 称，光伏玻璃行业减产的消息属实，产能加速出清，将有力促进行业后续可持续健康发展。国内光伏玻 璃行业竞争日趋激烈，海外市场的巨大需求为光伏玻璃企业开辟了广阔的发展空间。"公司董事会近日 审议通过了在阿联酋投资建设年产50万吨光伏玻璃生产线项目的议案，公司将充分利用当地的资源优势 以发挥公司在光伏玻璃领域的核心技术优势，进而推动公司海外光伏玻璃产能的有效布局。"刘芹称。 (中证金牛座) ...

周度报告——光伏玻璃 亏损程度明显加深，光伏玻璃行业减产持续 [T报ab告le_日R期an：k] 2025 年 7 月 1 日 ★光伏玻璃基本面周度表现（截至 2025/6/27 当周）： 截至 6 月 27 日，国内光伏玻璃 2.0mm 镀膜（面板）主流价格 为 11 元/平米，环比上周持平；3.2mm 镀膜主流价格为 18 元/ 平米，亦环比上周持平。当前光伏玻璃价格创历史新低，市场竞 争加剧。 上周国内光伏玻璃供应端继续减产，无光伏玻璃产线冷修，有三 家企业堵窑口减产，合计堵窑口 10 个。随着行业库存压力持续 累积，亏损程度加深将继续对生产企业生产计划造成负面影响。 能 源 目前光伏玻璃需求端仍偏弱，月末阶段订单明显不足。本周进入 7 月份，需求表现预计与 6 月份相比波动不大。 化 工 上周处于月末阶段，订单明显不足，行业库存增幅加大，短期供 大于需的局面难以扭转，累库趋势仍将延续。 上周行业毛利润大幅下滑，亏损程度进一步加深。近期行业累库 压力逐步加剧，部分企业低价加速抢单出货，光伏玻璃利润水平 持续下滑。 ★ 供需分析： 随着行业亏损程度持续加深，将倒逼光伏玻璃企业加速减产冷 修，7 月份需求表 ...