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3.25亿元，其中，买入成交额为1.55亿 元，卖出成交额为1.69亿元，合计净卖出1378.14万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买一、买二、买三、买五、卖三，合 计买入金额1.20亿元，卖出金额4602.22万元，合计净买入7401.18万元。 资金流向方面，今日该股主力资金净流出6808.49万元，其中，特大单净流出6860.29万元，大单资金净 流入51.80万元。近5日主力资金净流入1.36亿元。 亚玛顿今日上涨3.16%，全天换手率21.71%，成交额9.82亿元，振幅18.82%。龙虎榜数据显示，机构净 买入7401.18万元，营业部席位合计净卖出8779.32万元。 深交所公开信息显示，当日该股因日振幅值达18.82%上榜，机构专用席位净买入7401.18万元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（1月26日）两融余额为1.22亿元，其中，融资余额为1.21亿元，融券余额 为33.26万元。近5日融资余额合计增加4906.94万元，增幅为67.87%，融券余额合计增加32.13万元，增 幅 ...

Core Viewpoint - The article provides an analysis of the pricing trends in the photovoltaic glass market, highlighting the current prices and fluctuations for different thickness categories of photovoltaic glass [1]. Pricing Summary - For 2.0mm photovoltaic glass, the highest price is 10.5 yuan per square meter, the lowest is 10 yuan, and the average price is 10.25 yuan, with no price fluctuation reported [1]. - For 3.2mm photovoltaic glass, the highest price is 18 yuan per square meter, the lowest is 17 yuan, and the average price is 17.5 yuan, also showing no price fluctuation [1]. - The prices mentioned are inclusive of tax and are based on a compilation of quotes from multiple photovoltaic glass manufacturers, with the price changes compared to the previous week [1].

周度报告——光伏玻璃 政策刺激作用初显，光伏玻璃价格持稳运行 [T报ab告le_日R期an：k] 2026 年 1 月 26 日 ★光伏玻璃基本面周度表现（截至 2026/1/23 当周）： 截至 1 月 23 日，国内光伏玻璃 2.0mm 镀膜（面板）主流价格 为 10.5 元/平方米，环比上周持平；3.2mm 镀膜主流价格为 16.5 元/平方米，亦环比上周持平。 上周国内光伏玻璃供应量保持稳定，无产线冷修或点火，厂家堵 窑量亦无新增。目前国内光伏玻璃在产产能 87210 吨/天，产能 利用率 66.31%。预计本周行业供给量继续保持稳定。 能 源 化 受益于光伏出口退税取消政策的利多刺激，光伏玻璃厂家出货情 况有所转好，但整体提振幅度偏小，一方面是因为上周大雪天气 影响了物流，另一方面是下游抢出口节奏力度明显偏弱，对光伏 玻璃消费端的提振效果不及预期。 工 上周光伏玻璃厂家继续去库，由于政策利好提振，光伏玻璃厂家 出货有所转好，库存继续下降。预计本周市场供给维持稳定，行 业存在继续降库预期。 上周光伏玻璃行业毛利率约为-19.04%，目前光伏玻璃市场再度 进入低价竞争阶段，行业亏损较为严重。 ★ 供需分 ...

抓、转、放……1月23日，记者来到广西新福兴硅科技有限公司的自动化生产车间看到，在机械手 臂的高效操作下，光伏玻璃有序在生产流水线上运转。 "我们是自治区先进级智能工厂，原料从上线生产到最终成品，中间不落地。"该公司外联部经理刘 加勇介绍，公司建造熔化量为1200吨的大窑炉4座，采用最新先进工艺，从而降低能耗和成本。 在有力举措下，2025年，园区成功保障新福兴、南玻、德金、东方希望等7个硅基材料产业重点项 目顺利投产。目前，园区已投产光伏玻璃生产线9条，产能位居全国前三，为"十五五"开局奠定了良好 基础。 "十五五"时期必须坚持高质量发展，成为北海铁山东港产业园上下的共识。 长利广西硅科技产业园项目日熔化量1250吨/天，是目前全球已投产的最大吨位熔窑。"我们坚持科 技创新，正实施的海洋环境下光伏玻璃的防腐蚀与长寿命应用研究获得自治区中央引导地方科技发展资 金支持，通过科技创新，不断提高产品的性能，提高产品的市场竞争力。"长利项目负责人表示。 园区以大力培育新质生产力为抓手，推动科技创新与产业发展深度融合，2025年园区推动组建的广 西硅基新材料产业创新联合体成功入选自治区创新联合体名单。同时，中国工程院院 ...

（文章来源：每日经济新闻） 每经AI快讯，1月23日，光伏玻璃指数盘中大涨近5%。成分股中，东方日升、拓日新能涨停，金晶科 技、亚玛顿、福莱特等个股跟涨。 ...

1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report - Due to short - term policy incentives, the demand for photovoltaic glass is expected to improve, and prices are expected to remain stable, potentially ending the downward trend. However, the actual consumption increase is still uncertain, and the industry is currently in a stage of severe losses [1][7]. 3. Summary by Relevant Catalogs 3.1 Photovoltaic Glass Weekly Outlook - **Supply**: Last week, 4 furnaces in the domestic photovoltaic glass market were blocked for production reduction, involving a production capacity of 950 tons and 4 manufacturers, leading to a decline in overall supply. With the short - term demand improvement expectation, there is a possibility of restoring blocked furnaces [7][12]. - **Demand**: Last week, the domestic photovoltaic glass market received short - term policy benefits. The industry carried out short - term export rush actions, and downstream buyers increased their purchases. The actual consumption increase is still uncertain as some component manufacturers are still digesting the policy [7][22]. - **Inventory**: Last week, photovoltaic glass manufacturers slightly reduced their inventory. With continued policy support, it is expected that the market supply will remain stable this week, downstream purchases will increase, and the industry may continue to reduce inventory [7][25]. - **Cost - profit**: Last week, the gross profit margin of the photovoltaic glass industry was approximately - 18.9%. The market has re - entered a stage of low - price competition, and the industry is suffering serious losses [7][28]. 3.2 Domestic Photovoltaic Glass Industry Chain Data Overview 3.2.1 Photovoltaic Glass Spot Price - As of January 16, the mainstream price of 2.0mm coated (panel) photovoltaic glass in China was 10.5 yuan per square meter, unchanged from the previous week. The mainstream price of 3.2mm coated glass was 16.5 yuan per square meter, also unchanged from the previous week [8]. 3.2.2 Supply End - Four furnaces were blocked for production reduction last week, reducing the supply. With the policy of export tax - refund cancellation, there is a short - term export rush, and the blocked furnaces may resume production due to the expected improvement in demand [12]. 3.2.3 Demand End - The short - term policy incentive led to an export rush. Downstream buyers increased their purchases, accelerating the shipment of manufacturers. However, the actual consumption increase is still uncertain [22]. 3.2.4 Inventory End - Last week, manufacturers' inventory decreased. With stable supply and increased downstream purchases expected this week, the industry may continue to reduce inventory [25]. 3.2.5 Cost - profit End - The gross profit margin of the photovoltaic glass industry was about - 18.9% last week, indicating severe losses in the low - price competition stage [28]. 3.2.6 Trade End - From January to November 2025, China's photovoltaic glass export volume increased by 26.1% compared with the same period in 2024. The export end remains prosperous, and overseas installation demand is strong [34].

| 光伏玻璃(元/平方米) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 2.0mm 光伏玻璃 | 10. 5 | 10 | 10. 25 | -0. 5 | | 3.2mm 光伏玻璃 | 18 | 17 | 17. 5 | -0. 25 | | | | | | 2026-1-20 | 数据来源:安泰科 采编:张博 注:此报价为整理多家生产光伏玻璃企业报价，均为含税 价,涨跌幅度根据上周报价比较所得。 ...

Core Viewpoint - Hainan Development (002163) expects a net loss of 440 million to 565 million yuan for 2025, compared to a loss of 379 million yuan in the same period last year, primarily due to the impact of the photovoltaic glass industry on its subsidiary, Haikong Sanxin, which is applying for bankruptcy liquidation [1] Financial Performance - The company anticipates a significant increase in losses for 2025, with the projected net loss ranging from 440 million to 565 million yuan, compared to a loss of 379 million yuan in the previous year [1] - The ongoing losses from Haikong Sanxin are a key factor contributing to the increased financial strain on the company [1] Business Operations - In the fourth quarter of 2025, the company reported new signed orders in the decoration and renovation business amounting to 1.649 billion yuan, with an additional 418 million yuan in orders that have been won but not yet signed [1]

21智讯1月15日电，海南发展发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-56,500万元～-44,000万元，同比预减；预计2025年全年归属于上市公司股东的扣除非经常性损益的 净利润为-57,000万元～-44,500万元，同比预减。本期公司收购取得杭州网营科技股份有限公司控制 权，新增大消费业务并表，带来一定利润增量贡献。受光伏玻璃行业影响，控股子公司海控三鑫（蚌 埠）新能源材料有限公司（以下简称海控三鑫）持续亏损，本期已出现资不抵债且不能清偿到期债务的 情况。根据发展规划，公司申请其破产清算。海控三鑫全面停产，经营状态发生重大改变，增加计提资 产减值准备。同时，由于公司为海控三鑫外部融资提供担保，对其融资负有连带保证责任且为其提供资 金支持，基于实际情况判断，在责任范围内承担海控三鑫超额亏损，导致归属于上市公司股东的净利润 较上年同期增亏。公司结合内外部环境及相关子公司或资产组的盈利预期下降等综合因素考虑，根据 《企业会计准则第8号-资产减值》及相关会计政策规定对相关资产进行期末减值测试，初步判断可能存 在减值迹象，本着谨慎性原则，公司对存在减值迹象的资产计提减值准备。最终减值 ...

Core Viewpoint - The company Hainan Development is projecting a negative net profit for the fiscal year 2025, indicating ongoing financial difficulties primarily due to the impact of the photovoltaic glass industry [1] Financial Projections - The expected net profit attributable to shareholders is projected to be between -565 million yuan and -440 million yuan, compared to -379 million yuan in the same period last year [1] - The anticipated net profit after deducting non-recurring gains and losses is expected to be between -570 million yuan and -445 million yuan, down from -392 million yuan year-on-year [1] Subsidiary Performance - The company's subsidiary, Haikong Sanxin, continues to incur losses, leading to a situation of insolvency and an inability to meet due debt obligations [1]