Workflow
玻璃制造
icon
Search documents
玻璃:行业负反馈持续中 空头逻辑继续主导盘面
Jin Tou Wang· 2025-08-22 02:18
【分析】 玻璃:中游持续出货打压现货价格,厂家被动降价,市场负反馈还在持续,近月09弱现实,远月01弱预 期。经历前期拉涨库存从厂家转移至中游贸易商、期现商,沙河期现库存创新高,出货伴有踩踏发生打 压厂家价格。回归供需,深加工订单偏弱,lowe开工率持续偏低,玻璃刚需端有一定压力,长远看地产 周期底部,竣工缩量,最终行业需要产能出清来解决过剩困境。可跟踪各地区政策实际落地实施情况, 以及临近金九银十中下游备货表现。当前盘面持续走弱空头逻辑还未结束,空单可继续持有。 【操作建议】 玻璃:空单持有 免责声明:本报告中的信息均来源于被广发期货有限公司认为可靠的已公开资料,但广发期货对这些信 息的准确性及完整性不作任何保证。在任何情况下,报告内容仅供参考,报告中的信息或所表达的意见 并不构成所述品种买卖的出价或询价,投资者据此投资,风险自担。本报告的最终所有权归报告的来源 机构所有,客户在接收到本报告后,应遵循报告来源机构对报告的版权规定,不得刊载或转发。 【玻璃现货行情】 玻璃:沙河成交均价1200元/吨上下。 【供需】 截至2025年8月14日,全国浮法玻璃日产量为15.96万吨,与7日持平。本周(2025080 ...
玻璃纯碱早报-20250822
Yong An Qi Huo· 2025-08-22 01:24
玻璃产销:沙河73,湖北134,华东100,华南97 | | | | | | 纯 碱 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2025/8/14 | 2025/8/20 | 2025/8/21 | | 周度变化 日度变化 | | 2025/8/14 | 2025/8/20 | 2025/8/21 | | 周度变化 日度变化 | | 沙河重碱 | 1280.0 | 1210.0 | 1210.0 | -70.0 | 0.0 | SA05合 约 | 1452.0 | 1364.0 | 1362.0 | -90.0 | -2.0 | | 华中重碱 | 1240.0 | 1220.0 | 1220.0 | -20.0 | 0.0 | SA01合约 | 1400.0 | 1309.0 | 1306.0 | -94.0 | -3.0 | | 华南重碱 | 1450.0 | 1450.0 | 1450.0 | 0.0 | 0.0 | SA09合约 | 1294.0 | 1209.0 ...
南玻A获融资买入0.24亿元,近三日累计买入0.40亿元
Jin Rong Jie· 2025-08-22 01:17
Group 1 - On August 21, the financing buy-in amount for Nanfang Glass A reached 0.24 billion, ranking 2065 in the two markets, with a financing repayment amount of 0.19 billion and a net buy-in of 5.38 million [1] - Over the last three trading days from August 18 to August 21, Nanfang Glass A received financing buy-ins of 0.08 billion, 0.08 billion, and 0.24 billion respectively [1] Group 2 - On the same day, the short selling amounted to 39,600 shares, with a net sell of 35,300 shares [2]
江苏秀强玻璃工艺股份有限公司2025年半年度报告摘要
证券代码:300160 证券简称:秀强股份 公告编号:2025-041 一、重要提示 本半年度报告摘要来自半年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利,不送红股,不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 公司是否具有表决权差异安排 □是 √否 ■ 3、公司股东数量及持股情况 单位:股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期 ...
秀强股份: 监事会决议公告
Zheng Quan Zhi Xing· 2025-08-21 16:48
Group 1 - The company held its 14th meeting of the 5th Supervisory Board on August 20, 2025, in accordance with legal regulations and company bylaws [1] - The Supervisory Board unanimously approved the procedures for the preparation and review of the 2025 semi-annual report, confirming that the report accurately reflects the company's operational status without any misleading statements or omissions [1][2] - The 2025 semi-annual report was disclosed on the designated information disclosure website and in major financial newspapers [2] Group 2 - The Supervisory Board confirmed that the company managed and utilized the raised funds in compliance with relevant regulations and did not engage in any improper use or changes that could harm shareholder interests [2] - A special report on the management and use of raised funds for the first half of 2025 was also disclosed on the designated information disclosure website [2]
秀强股份: 光大证券股份有限公司关于江苏秀强玻璃工艺股份有限公司2025年半年度跟踪报告
Zheng Quan Zhi Xing· 2025-08-21 16:48
Group 1 - The sponsorship work overview indicates that the company has timely reviewed information disclosure documents and has not missed any reviews [1] - The company has established and effectively executed regulations to prevent related party transactions and manage fundraising [1] - The company has conducted one inquiry into the special fundraising account and confirmed that the project progress aligns with the disclosed information [1] Group 2 - There are no reported issues or concerns regarding the company's operations or compliance with regulations [3] - The company has not failed to fulfill any commitments made by the company or its shareholders [3] - No significant changes in financial status, management, or core technology have been reported [3]
秀强股份:2025年半年度净利润同比增长9.01%
Zheng Quan Ri Bao· 2025-08-21 13:42
证券日报网讯 8月21日晚间,秀强股份发布2025年半年度报告摘要称,2025年半年度公司实现营业收入 840,291,924.76元,同比增长11.03%;归属于上市公司股东的净利润132,174,625.21元,同比增长 9.01%。 (文章来源:证券日报) ...
这10家公司成A股“分红王” 金额最高竟达融资150多倍!
Di Yi Cai Jing· 2025-08-21 12:46
A股市场下起"红包雨",现金分红成为主流。 根据Wind数据,截至8月21日收盘,已有160家上市公司披露了2025年中期分红预案,仅20日晚间就有 23家公告了分红预案。其中,牧原股份(002714.SZ)的分红计划受到市场关注,该公司拟每10股派发 现金红利9.32元,分红金额超过50亿元。 此前的8月19日晚间,吉比特(603444.SH)、福耀玻璃(600660.SH)公告,每10股拟派发现金红利分 别为6.6元、0.9元,拟派发现金4.74亿元、23.49亿元。这两只股票的共同点在于,上市以来的分红总额 已超过实际募资总额。 其中,福耀玻璃是分红融资比排名前十的公司之一。依据Wind数据计算,贵州茅台(600519.SH)、山 西汾酒(600809.SH)、宁沪高速(600377.SH)、兖矿能源(600188.SH)、五粮液(000858.SZ)、 达安基因(002030.SZ)、格力电器(000651.SZ)、江铃汽车(000550.SZ)、重庆啤酒(600132.SH) 是另外9家,前十大"分红王"的分红融资比均超过24倍。其中,贵州茅台分红融资比超150倍,这意味着 每募集1元资金,仅现金分 ...
秀强股份:2025年半年度净利润约1.32亿元,同比增加9.01%
Mei Ri Jing Ji Xin Wen· 2025-08-21 10:59
Core Viewpoint - The company reported a positive growth in its half-year performance for 2025, indicating a stable financial trajectory and operational efficiency [2] Financial Performance - The company's operating revenue for the first half of 2025 is approximately 840 million yuan, representing a year-on-year increase of 11.03% [2] - The net profit attributable to shareholders is around 132 million yuan, showing a year-on-year growth of 9.01% [2] - Basic earnings per share are reported at 0.17 yuan, which is an increase of 6.25% compared to the previous year [2]
秀强股份:2025年上半年净利润1.32亿元,同比增长9.01%
Xin Lang Cai Jing· 2025-08-21 09:07
秀强股份公告,2025年上半年,公司实现营业收入8.4亿元,同比增长11.03%;归属于上市公司股东的 净利润1.32亿元,同比增长9.01%。公司持续加强研发创新和产品优化,通过推进自动化及降本增效等 专项工作,着力提升生产效率和产品品质,以巩固主营业务的核心竞争力,实现稳定发展。 ...