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菲利华: 监事会关于公司2025年限制性股票激励计划首次授予激励对象名单的公示情况说明及核查意见
Zheng Quan Zhi Xing· 2025-08-06 08:14
证券代码:300395 证券简称:菲利华 公告编号:2025-39 湖北菲利华石英玻璃股份有限公司 监事会关于公司 2025 年限制性股票激励计划 首次授予激励对象名单的公示情况说明及核查意见 本公司及监事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 湖北菲利华石英玻璃股份有限公司(以下简称"公司")于 2025 年 7 月 25 日召开了第六届董事会第十八次会议和第六届监事会第十八次会议,审议通过了 《关于 <公司 ensp="ensp" 年限制性股票激励计划="年限制性股票激励计划" 草案="草案"> 及其摘要的 议案》等相关议 案,具体内容详见公司于 2025 年 7 月 26 日在巨潮资讯网(www.cninfo.com.cn) 披露的相关公告。 (以下简称"《公 司章程》")等相关规定,公司于 2025 年 7 月 26 日至 2025 年 8 月 5 日对公司 的姓名和职务在公司内部进行了公示。公司监事会结合公示情况对首次授予拟激 励对象名单进行了核查,相关公示情况及核查意见如下: 一、公示情况及核查方式 (一)公司对激励对象名单的公示情况 意见。 予拟激励 ...
主动控成本 海南发展控股子公司停窑减产
不到一年,海南发展(002163.SZ)控股子公司再发停窑消息。 不过,海控三鑫近两年持续处于亏损状态,成为海南发展主要亏损源。在此背景下,海控三鑫已两度采 取停窑措施。 披露信息显示,海控三鑫拥有550吨、650吨共2座窑炉和7条深加工生产线。其中,650吨窑炉共有5条原 片生产线,由海控三鑫于2010年7月动工建设、2011年4月点火生产。 2024年9月,海控三鑫宣布对650吨窑炉进行停窑冷修。对于当时停窑冷修原因,海南发展表示,由于市 场竞争加剧,同时海控三鑫650吨窑炉经过上一次冷修后又快进入新的冷修期,窑炉及相关附属设备有 一定老化。 "本次停窑可有效控制光伏玻璃产品经营亏损,有利于其库存去化回笼资金。"当时,海南发展表示,虽 然本次停窑整体上会对营业收入规模有所影响,但有助于提高公司运行效率,提升公司盈利能力。 日前,海南发展宣布,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")于近 期对550吨窑炉及5条深加工生产线进行停窑减产。 海控三鑫拥有550吨、650吨共2座窑炉和7条深加工生产线。除此次停窑减产所涉窑炉及产线外,海控三 鑫650吨窑炉也已于2024年9月停窑冷修。 ...
玻璃纯碱早报-20250806
Yong An Qi Huo· 2025-08-06 03:21
Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - Not provided in the given content 3. Summary by Relevant Catalogs Glass - **Price Changes**: From July 29 to August 5, 2025, the prices of various 5mm glass products decreased, such as the price of Shahe Anquan 5mm large - plate dropping from 1301.0 to 1190.0, a decrease of 111.0; the FG09 contract price dropped from 1188.0 to 1077.0, a decrease of 111.0 [1]. - **Profit Changes**: The profits of different glass production methods and regions also changed. For example, the North China coal - fired profit decreased from 355.6 to 249.0, a decrease of 106.7; the 09FG盘面 natural gas profit decreased from - 194.0 to - 295.2, a decrease of 101.1 [1]. - **Sales and Production**: Shahe factory's glass sales and production were average, with Shahe traders' low - price products around 1150, and the shipment improved slightly. The sales volume in Hubei was 63, in East China was 89, and in South China was 84 [1]. Soda Ash - **Price Changes**: From July 29 to August 5, 2025, the prices of various soda ash products showed different trends. For example, the price of Shahe heavy soda decreased by 40.0, and then increased by 10.0 on August 5 compared with August 4; the SA05 contract price increased by 45.0 on August 5 compared with August 4 [1]. - **Profit Changes**: The profits of different soda ash production methods in North China changed. The North China ammonia - alkali profit decreased from - 34.6 to - 104.8, a decrease of 70.2; the North China combined - alkali profit decreased from - 141.7 to - 208.4, a decrease of 66.7 [1]. - **Market Situation**: The spot price of heavy soda in the Hebei delivery warehouse was around 1220, and it was around 1260 when delivered to Shahe. Downstream customers purchased at low prices for rigid demand, with a small amount of spot - futures transactions, and downstream customers placed low - price orders. The factory inventory of soda ash increased [1].
大越期货玻璃早报-20250806
Da Yue Qi Huo· 2025-08-06 02:27
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 2025-8-6 每日观点 玻璃: 1、基本面:玻璃生产利润修复,行业冷修速度放缓,开工率、产量下降至历史同期低位;深加工 订单不及往年同期,终端需求偏弱;偏空 2、基差:浮法玻璃河北沙河大板现货1112元/吨,FG2509收盘价为1077元/吨,基差为35元,期货 贴水现货;偏多 3、库存:全国浮法玻璃企业库存5949.90万重量箱,较前一周减少3.87%,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日线向上;中性 5、主力持仓:主力持仓净空,空减;偏空 6、预期:政策利好消退,玻璃基本面疲弱,短期预计震荡偏弱运行为主。 3、"反内卷"市场情绪消退。 主要逻辑和风险点 1、主要逻辑:玻璃供给下滑至同期较低水平 ...
海南发展股价微跌0.20% 网营科技并购进入交割阶段
Jin Rong Jie· 2025-08-05 15:59
Group 1 - The core point of the article highlights that Hainan Development's stock price on August 5 closed at 10.02 yuan, experiencing a slight decline of 0.02 yuan, which represents a drop of 0.20% [1] - The trading volume on the same day was 216,974 hands, with a total transaction amount reaching 218 million yuan [1] - Hainan Development's main business involves glass manufacturing and curtain wall engineering, with its registered location in Hainan Province. As a concept stock of Hainan Free Trade Zone, the company engages in the research and production of architectural glass and electronic glass products [1] Group 2 - On August 5, the company announced on its interactive platform that the acquisition of Wangying Technology was approved by the shareholders' meeting on June 30, and the subsequent delivery process is currently underway. This acquisition is significant for the company's business expansion, and the market is closely monitoring its progress [1] - Data on capital flow indicates that on August 5, there was a net outflow of 31.24 million yuan from main funds, with a cumulative net outflow of 1.25 billion yuan over the past five trading days [1]
玻璃纯碱:上周库存双降,后市关注消化速度
Sou Hu Cai Jing· 2025-08-05 13:11
Group 1 - The core viewpoint of the article highlights the focus on supply and demand dynamics in the glass and soda ash markets, with an emphasis on the speed of inventory digestion upstream [1] Group 2 - Glass futures continue to show weakness, with a gradual deepening of summer maintenance affecting supply [1] - The inventory of glass production enterprises decreased to 51.78 million heavy boxes, a reduction of 1.56 million heavy boxes week-on-week [1] - Soda ash futures experienced a tentative rebound, with production enterprise inventory at 1.684 million tons, down 104,000 tons week-on-week [1] - Overall, both glass and soda ash in China are in a phase of inventory digestion, with current prices rapidly declining [1] - The market is now focusing on the effectiveness of supply-side contraction [1]
玻璃纯碱产业风险管理日报-20250805
Nan Hua Qi Huo· 2025-08-05 11:09
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The market sentiment is fluctuating, and the far - month contracts may experience increased volatility. From a real - world perspective, the near - month contracts are under pressure due to large warehouse receipt pressure and are following the delivery logic [2]. - There is a contradiction between macro expectations and industrial logic, and the 09 contract is facing delivery, with trading returning to reality. There is a possibility of a second round of policy expectation fermentation, but the high inventory in the middle reaches has triggered a negative feedback [2]. 3. Summary by Related Catalogs Glass and Soda Ash Price Forecast - Glass price range forecast for the month is 1000 - 1400, with a current 20 - day rolling volatility of 51.76% and a 3 - year historical percentile of 97.8%. Soda ash price range forecast for the month is 1100 - 1500, with a current 20 - day rolling volatility of 39.03% and a 3 - year historical percentile of 75.6% [1]. Glass and Soda Ash Hedging Strategies - **Inventory Management (Glass)**: For high glass product inventory, to prevent losses, sell FG2509 glass futures at 1250 with a 50% hedging ratio and sell FG601C1420 call options at 50 - 60 with a 50% hedging ratio [1]. - **Procurement Management (Glass)**: For low glass procurement inventory, buy FG2601 glass futures at 1000 with a 50% hedging ratio and sell FG601P1000 put options at 40 - 50 with a 50% hedging ratio [1]. - **Inventory Management (Soda Ash)**: For high soda ash product inventory, sell SA2509 soda ash futures at 1400 with a 50% hedging ratio and sell SA601C1500 call options at 60 - 70 with a 50% hedging ratio [1]. - **Procurement Management (Soda Ash)**: For low soda ash procurement inventory, buy SA2601 soda ash futures at 1200 - 1250 with a 50% hedging ratio and sell SA601P1200 put options at 50 - 60 with a 50% hedging ratio [1]. Glass and Soda Ash Price Data - **Glass Futures**: On August 5, 2025, the glass 05 contract was 1332 (up 33 or 2.54% from the previous day), the 09 contract was 1077 (down 9 or - 0.83%), and the 01 contract was 1232 (up 3 or 0.24%) [5]. - **Glass Spot**: On August 5, 2025, the average price of glass in Shahe was 1188 (down 2 from the previous day). Prices in Central and East China decreased by 20, and in Southwest China by 10 [6]. - **Soda Ash Futures**: On August 5, 2025, the soda ash 05 contract was 1427 (up 45 or 3.26% from the previous day), the 09 contract was 1271 (up 18 or 1.44%), and the 01 contract was 1368 (up 28 or 2.09%) [7]. - **Soda Ash Spot**: On August 5, 2025, the heavy - alkali market prices in most regions remained unchanged, while the price in Qinghai decreased by 20, and in Shahe increased by 18 [8].
建材周专题 2025W30:政治局会议再提反内卷,特种布关注北美云商资本开支加速
Changjiang Securities· 2025-08-05 11:05
Investment Rating - The industry investment rating is "Positive" and maintained [12] Core Insights - The political bureau meeting emphasized the need to combat "involution" and promote continuous policy advancement, focusing on optimizing market competition and regulating chaotic enterprise competition [5][21] - North American cloud service capital expenditure is accelerating, leading to sustained high demand for specialty electronic fabrics [6] - Cement prices are experiencing a narrowing decline, while glass inventory continues to decrease [7] - Recommendations include focusing on specialty fiberglass and the African supply chain, with leading companies being the main investment theme for the year [9] Summary by Sections Political and Economic Context - The political bureau meeting on July 30 highlighted the importance of advancing the construction of a unified national market and optimizing market competition [5] - The report analyzes the profitability of various industries, indicating that photovoltaic glass and carbon fiber are at the bottom, while cement and fiberglass are slightly profitable [5] North American Cloud Services - Recent quarterly reports from Microsoft and Meta show that AI is driving revenue and performance growth, with capital expenditures continuing to accelerate [6] - The electronic fabric industry is on a clear upward trend, with domestic leaders rapidly achieving domestic substitution [6] Cement and Glass Market - The domestic cement market is affected by adverse weather conditions, with an average shipment rate of 44.5%, down 2.2 percentage points year-on-year [7] - The average national cement price is 344.84 yuan/ton, a decrease of 0.97 yuan/ton month-on-month and 42.74 yuan/ton year-on-year [26] - The glass market is beginning to digest social inventory, with production and sales rates indicating a need for policy changes to influence market dynamics [8][38] Recommendations - Specialty fabrics: Core leader Zhongcai Technology is recommended due to high demand from AI and significant supply barriers [9] - African supply chain: Keda Manufacturing is recommended as a local leader with advantages in production, channels, and brand [9] - The report suggests that the 2025 consumption of building materials is expected to see upward demand and structural optimization [9]
威海营商行丨省级名单发布!威海7家企业平台入选
Sou Hu Cai Jing· 2025-08-05 06:19
此次同样跻身省级名单的,还有威海中玻镀膜玻璃股份有限公司的"中玻智能工厂综合业务平台"。"平台把生产、 设备、质量、安全环保、成本、仓库等各个环节都'串'了起来,实现'一屏观全局'。"公司相关负责人介绍,走进 企业生产车间,工作人员通过大屏就能实时监控熔窑温度、玻璃流速等关键参数,实现数据自动采集分析,辅助 精准决策。 近年来,我市积极开展"工赋威海·数智引航"行动,持续壮大工业互联网平台体系,推动工业化与信息化深度融 合。截至目前,全市已有国家级特色专业型平台2个、省级工业互联网平台21个,省级以上工业互联网示范标杆达 76个。"聚焦海洋食品、轮胎、钓具等优势产业领域,我们将加快培育一批在全省乃至全国范围内有一定影响力的 工业互联网平台。"市工业和信息化局相关负责人表示,将进一步深化工业互联网平台体系建设,充分发挥现有平 台的典型示范作用,带动更多企业建平台、用平台,为我市制造业数字化转型注入新动能。 近日,省工信厅发布2025年省级工业互联网平台名单,我市共有7家企业平台入选,数量居全省第三位。 此次入选的7个平台属于行业型工业互联网平台,涉及纺织、化学原料和化学制品制造、电子信息制造等重点行 业。这些平 ...
高盛:料太阳能玻璃需求续跌 维持信义光能与福莱特玻璃“沽售”评级
Zhi Tong Cai Jing· 2025-08-05 05:54
Group 1 - Goldman Sachs has downgraded the EBITDA forecasts for Fuyao Glass (601865) and Xinyi Solar (00968) for 2025-2026 by 58% and 73% respectively, and the average EBITDA forecast for 2027-2030 has been reduced by 2% [1] - The target price for Fuyao Glass H-shares has been slightly decreased from HKD 6.7 to HKD 6.6, and the target price for Fuyao A-shares has been lowered from RMB 10.3 to RMB 10.2, while the target price for Xinyi Solar remains at HKD 1.9, maintaining a "sell" rating [1] - Both companies issued profit warnings that significantly missed expectations, despite a rise in stock prices for solar glass companies since April, reflecting market optimism regarding supply contraction and price increases due to anti-involution policies [1] Group 2 - The average selling price forecast for the third quarter of this year to next year has been adjusted downwards by 9% to 20%, estimating a price of RMB 10 to 11 per square meter, to reflect worsening supply and demand conditions and continued declines in raw material prices [1] - It is anticipated that the effective production capacity of both companies will decrease by approximately 20% in the second half of the year compared to the first half, with unit production costs expected to rise by 10% [1]