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小米关联公司等入股电致变色产品供应商创欣材料
人民财讯1月4日电,企查查APP显示,近日,苏州创欣材料科技有限公司发生工商变更,新增小米关联 公司瀚星创业投资有限公司等为股东,同时注册资本增至6680.15万元。企查查信息显示,该公司成立 于2022年,经营范围包含:光学玻璃制造;光学玻璃销售;技术玻璃制品制造;技术玻璃制品销售等。 公开信息显示,该公司是一家电致变色(EC)产品供应商。 ...
浮法玻璃市场区域表现差异化明显
Xin Lang Cai Jing· 2026-01-04 01:28
(来源:玻璃工业网) 原标题:浮法玻璃市场区域表现差异化明显 来源:玻璃工业网 单位:万重量箱 数据来源:隆众资讯 截止到20251225,全国浮法玻璃样本企业总库存5862.3万重箱,环比+6.5万重箱,环比+0.11%,同比 +29.63%。从区域库存变化来看,累库仍以北部、中部地区为主,一方面是由于目前气候的原因,北部 地区需求缩减明显,尤其是东北、西北地区部分加工企业已放假,;另一方面沙河、湖北等地区中游库 存压力较大,而整体消化速度偏慢,且低价销售为主,与企业价格形成倒挂,进一步抑制了工厂的出货 率。而东部、南部地区需求相对较为稳健,企业亦多有一定的销售政策,出货情况明显好于北部地区。 从区域价格走势来看,区域间差异亦表现较为明显。其中市场价格下降速度最快的莫过于华北地区,其 中又以沙河地区价格下降最为明显,主要受到市场上期现货源低价销售的影响,低价货源流通为主,且 市场价格重心一再下移。在北部、中部低价货源冲击下,华东市场价格亦多次下调,但华南市场需求相 对稳健,价格亦相对坚挺,且在降库支撑下部分企业意向提涨价格,部分企业发布涨价函,或以涨促销 为主。 近期随着需求缩减、出货减慢,为了维持正常产销 ...
株洲旗滨集团股份有限公司2025年第五次临时股东会决议公告
Meeting Overview - The shareholders' meeting was held on December 29, 2025, at the company's headquarters in Shenzhen [1] - The meeting was chaired by the company's chairman, Mr. Zhang Baizhong, and utilized a combination of on-site and online voting methods [1] Attendance - All 9 current directors attended the meeting, with some participating via video due to work commitments [2] - The board secretary and other senior executives were also present, along with a witnessing lawyer from Beijing Dacheng Law Firm [2] Resolutions Passed - The following proposals were approved during the meeting: 1. Proposal for the registration and issuance of ultra-short-term financing bonds and medium-term notes [2] 2. Proposal to authorize the board of directors to handle matters related to the registration and issuance of ultra-short-term financing bonds and medium-term notes [2] 3. Proposal to amend the company's articles of association [3] 4. Proposal to revise related governance systems [3] - The special resolution regarding the amendment of the articles of association received more than two-thirds approval from the shareholders present [3] Legal Verification - The meeting was witnessed by lawyers from Beijing Dacheng Law Firm, who confirmed that the meeting's procedures complied with legal and regulatory requirements [3] - The qualifications of attendees and the legitimacy of the resolutions were deemed valid by the witnessing lawyers [3] Documentation - The resolutions from the shareholders' meeting will be documented and signed by the attending directors and the record keeper, along with a legal opinion from the witnessing law firm [3]
基本面供需双弱 玻璃盘面尚不具备强劲的突破条件
Jin Tou Wang· 2025-12-30 06:04
12月25日,全国浮法玻璃日产量为15.45万吨,比18日-0.39%。 12月30日,市场情绪有所回暖,玻璃期货盘面表现偏强,截至发稿主力合约报1082.00元/吨,涨幅2.75%。 【消息面汇总】 12月19日-12月25日,剔除长停样本,中国LOW-E玻璃样本企业开工率为73.8%,环比增加0.8%;不剔除样本情况下,本期LOW-E开工率环比增加 0.9%至44.1%。 据了解,12月29日,旗滨长兴四线(设计产能600吨/日),计划放水;12月30日,旗滨平湖一线(设计产能600吨/日),计划放水;12月31日, 东海台玻一线(设计产能800吨/日),计划冷修;12月31日,龙岩中玻一线(设计产能700吨/日),计划冷修。 机构观点 建信期货:从基本面看,玻璃市场弱势延续,短期内缺乏明显的转强动力。供应端生产节奏虽相对平稳,但整体库存基数仍然偏高,终端需求跟 进缓慢,市场心态偏谨慎,价格上行乏力。当前市场尚不具备强劲的突破条件,高库存与弱需求的矛盾依然是制约行情的主要因素。终端竣工端 数据表现疲弱,拖累浮法玻璃的实际消费。综合来看,短期行情仍承压,在产能出清等实质性利好出现之前,盘面反弹回落预期,需持 ...
玻璃纯碱早报-20251230
Yong An Qi Huo· 2025-12-30 01:39
玻璃现货:沙河工厂产销较高,沙河贸易商低价950左右,出货一般,期现出货差;湖北省内工厂970左右,成交尚可;湖北中游期现01平水, 成交差 玻璃产销:沙河143,湖北98,华东106,华南108 2025/12/22 2025/12/26 2025/12/29 周度变化 日度变化 2025/12/22 2025/12/26 2025/12/29 周度变化 日度变化 沙河重碱 1130.0 1140.0 1130.0 0.0 -10.0 SA05合 约 1169.0 1200.0 1181.0 12.0 -19.0 华中重碱 1120.0 1120.0 1110.0 -10.0 -10.0 SA01合约 1109.0 1121.0 1107.0 -2.0 -14.0 华南重碱 1350.0 1350.0 1350.0 0.0 0.0 SA09合约 1223.0 1258.0 1247.0 24.0 -11.0 青 海 重 碱 830.0 830.0 830.0 0.0 0.0 SA01沙河基 差 21.0 19.0 23.0 2.0 4.0 华北轻碱 1130.0 1130.0 1130.0 0.0 0.0 ...
旗滨集团12月29日获融资买入1278.13万元,融资余额3.55亿元
Xin Lang Cai Jing· 2025-12-30 01:34
Group 1 - The core viewpoint of the news is that Qibin Group has shown fluctuations in its stock performance and financing activities, with a notable decrease in net financing on December 29, 2023 [1] - On December 29, Qibin Group's stock price fell by 0.66%, with a trading volume of 204 million yuan, and a net financing buy of -4.87 million yuan [1] - As of December 29, the total balance of margin trading for Qibin Group was 360 million yuan, with a financing balance of 355 million yuan, representing 1.98% of its market capitalization [1] Group 2 - As of December 20, the number of shareholders for Qibin Group increased to 101,900, a rise of 6.21%, while the average circulating shares per person decreased by 0.09% [2] - For the period from January to September 2025, Qibin Group reported a revenue of 11.78 billion yuan, reflecting a year-on-year growth of 1.55%, and a net profit attributable to shareholders of 915 million yuan, which is a 30.90% increase year-on-year [2] Group 3 - Qibin Group has distributed a total of 7.92 billion yuan in dividends since its A-share listing, with 1.67 billion yuan distributed over the past three years [3] - As of September 30, 2025, major shareholders include Invesco Great Wall New Energy Industry Fund, which increased its holdings by 5.57 million shares, and Guangfa High-end Manufacturing Fund, which is a new shareholder with 31.82 million shares [3]
大越期货玻璃早报-20251230
Da Yue Qi Huo· 2025-12-30 01:26
交易咨询业务资格:证监许可【2012】1091号 大越期货投资咨询部 胡毓秀 从业资格证号:F03105325 投资咨询证号:Z0021337 联系方式:0575-85226759 重要提示:本报告非期货交易咨询业务项下服务,其中的观点和信息仅作参考之用,不构成对任何人的投资建议 。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户;市场有风险,投资需谨慎。 玻璃早报 2025-12-30 每日观点 玻璃: 1、基本面:生产利润修复乏力但供给收缩不及预期;地产拖累下游深加工订单偏弱,库存同期历 史高位;偏空 2、基差:浮法玻璃河北沙河大板现货920元/吨,FG2605收盘价为1051元/吨,基差为-131元,期 货升水现货;偏空 3、库存:全国浮法玻璃企业库存5862.30万重量箱,较前一周增加0.11%,库存在5年均值上方运 行;偏空 4、盘面:价格在20日线下方运行,20日线向下;偏空 5、主力持仓:主力持仓净空,空减;偏空 6、预期:玻璃基本面疲弱,短期预计震荡偏弱运行为主。 影响因素总结 利多: 1、玻璃生产利润低位,行业存在进一步冷修预期。 利空: 1、地产终端需求依然疲弱,玻璃深加工企业订 ...
旗滨集团:公司制定管理团队薪酬管理办法
Zheng Quan Ri Bao Wang· 2025-12-29 13:42
证券日报网讯 12月29日,旗滨集团(601636)在互动平台回答投资者提问时表示,公司制定了管理团 队薪酬管理办法,管理团队薪酬根据管理岗位的职责、重要性及经营业绩考核确定,该等制度与办法及 董事、高管薪酬方案均经董事会或股东会审议通过后执行。 ...
玻璃期货持续低位震荡:多空胶着,静待破局
Xin Lang Cai Jing· 2025-12-29 13:39
【摘要】近期玻璃期货呈现出一种上有压力、下有支撑的弱平衡状态。那么,究竟是何原因导致市场缺乏明确方向?这种局面又将持续多久? 【温馨提醒】市场风云变幻,期市波动起伏。光靠看盘可不够!加入我们的专属社群,专业分析师实时直播、金牌客服推送核心研报等。点击专属客服通 道,立即加入交流群!立即进群>> 玻璃期价持续低位震荡 近期玻璃期货持续在低位窄幅震荡,价格上下空间均显得较为有限,市场呈现出一种上有压力、下有支撑的弱平衡状态。那么,究竟是何原因导致市场缺乏 明确方向?这种局面又将持续多久? 核心矛盾:"三重压力"与"两点支撑"博弈 当前玻璃市场正承受着来自基本面的"三重压力":终端地产需求的持续疲软构成了根本性的下行驱动;居高不下的社会库存如同悬顶之剑,持续压制价格反 弹空间;而尽管企业已普遍亏损,但生产供应仍保持相对刚性,导致行业自我调节与产能出清过程缓慢。这三重压力同向叠加,是玻璃价格持续承压的核心 驱动逻辑。 需求侧:地产疲软是根本,季节性走弱加剧困境 玻璃需求与房地产竣工周期紧密相连。当前房地产市场表现不佳,新开工、施工、竣工面积等核心数据下滑,直接导致玻璃的终端需求疲软。尽管市场 对"城市更新"、"保交楼 ...
中国玻璃(03300.HK)委聘凯盛资源采购原燃材料
Ge Long Hui· 2025-12-29 13:25
Core Viewpoint - China Glass (03300.HK) has announced the establishment of a new procurement framework agreement with Kaisheng Resources, effective December 29, 2025, to source raw materials for glass product manufacturing as the existing agreement will expire on December 31, 2025 [1] Group 1 - The new procurement framework agreement is aimed at ensuring a continuous supply of raw materials for the company's glass production [1] - The agreement with Kaisheng Resources is a strategic move to maintain operational efficiency and stability in raw material sourcing [1]