【玻璃现货行情】 玻璃：沙河成交均价1100元/吨上下。 【供需】 截至2025年7月3日，全国浮法玻璃日产量为15.78万吨，比26日+0.64%。本周（20250627-0703）全国浮 法玻璃产量110.34万吨，环比+1.15%，同比-7.46%。 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。 【分析】 玻璃：前期相关政策扰动，市场对于玻璃有减产预期带动盘面大幅反弹。盘面情绪带动现货端大幅好 转，叠加月初授信，产销走强，基差结构激发了部分投机需求，关注持续性以及是否能形成正反馈。当 前处于夏季梅雨淡季，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，长远看最终行 业需要产能出清来解决过剩困境，因此还需等待更多冷修兑现或能带来盘面真正的反转。盘面反弹后市 场认为利多有限，近日重新 ...

Core Viewpoint - The Hong Kong stock market showed positive momentum with major indices rising, particularly driven by technology and consumer sectors, while some sectors faced declines [1] Group 1: Market Performance - The Hang Seng Index rose by 0.78% [1] - The Hang Seng Tech Index increased by 1.29% [1] - The National Enterprises Index gained 0.84% [1] Group 2: Sector Highlights - Cryptocurrency stocks continued to rise, with Guotai Junan International (01788.HK) surging over 16% [1] - The photovoltaic sector saw gains, with Flat Glass Group (06865.HK) and GCL-Poly Energy (03800.HK) both rising over 9% [1] - Apple-related stocks rebounded, with Sunny Optical Technology (02382.HK) and Q Tech (01478.HK) both increasing over 4% [1] - New consumption, education, chips, and gold sectors also experienced early gains [1] Group 3: Individual Stock Movements - Jinyong Investment (01328.HK) surged over 150% following a strategic partnership with AnchorX to explore stablecoin applications [1] - The Red Sea crisis concept stocks weakened, with Hai Feng International (01308.HK) dropping nearly 4% [1] - Logistics, environmental protection, and electric power sectors faced early declines [1]

Group 1: Bilateral Relations and Economic Cooperation - The relationship between China and Egypt has achieved significant development under the strategic guidance of both countries' leaders, with a focus on the Belt and Road Initiative and Egypt's "New Republic" construction [1][2] - Since the establishment of a comprehensive strategic partnership in 2014, the trade volume between China and Egypt has increased significantly, with a notable rise in Chinese investments in Egypt [1][2] - The establishment of the TEDA Suez Economic and Trade Cooperation Zone has been pivotal in boosting Egypt's economic development, attracting substantial foreign investment [2][3] Group 2: Investment Projects and Industrial Development - The TEDA Cooperation Zone has attracted 185 enterprises with an investment amount of approximately $3 billion and cumulative sales exceeding $5.3 billion, forming a diverse industrial cluster [3] - The recent groundbreaking of the Delixi Glass production base in the TEDA Cooperation Zone, with a total investment of about $70 million, aims to produce high-quality daily-use glassware [2][3] - Chinese enterprises have achieved several "firsts" in Africa, including the construction of the tallest building and the establishment of a world-class fiberglass production base in Egypt [3] Group 3: Cultural and Educational Exchanges - Cultural exchanges between China and Egypt have flourished, with Chinese language education becoming part of the national education system in Egypt, including 30 universities offering Chinese programs [4] - Various cultural activities, such as the "Happy Spring Festival" and "Chinese Film Week," have been widely embraced in Egypt, enhancing mutual understanding [4] - Joint archaeological projects, including the restoration of ancient sites, have deepened cooperation in the field of archaeology [4] Group 4: Tourism Development - The Egyptian government has implemented measures to facilitate Chinese tourism, including the installation of Chinese signage at major tourist sites and the increase of Chinese-speaking tour guides [5] - The launch of a direct flight route from Beijing to Cairo by Air China is expected to strengthen personnel exchanges and tourism cooperation between the two countries [5]

General Provisions - The establishment of the Audit Committee aims to enhance the decision-making function of the Board of Directors, ensuring effective supervision of the management and improving corporate governance structure [1] - The Audit Committee is responsible for reviewing financial information, supervising internal and external audits, and evaluating internal controls [1][2] Composition of the Committee - The Audit Committee consists of three members, with a majority being independent directors who do not hold senior management positions [2] - Members must possess professional knowledge, experience, and integrity to effectively supervise and evaluate audit work [2][3] - The term for committee members aligns with that of the Board of Directors, lasting three years, with provisions for re-election [2][3] Responsibilities and Authority - The main responsibilities of the Audit Committee include reviewing financial information, supervising external audits, evaluating internal audits, and ensuring compliance with laws and regulations [4][5] - The committee has the authority to propose the hiring or replacement of external auditors and to review audit fees and terms [5][6] - The committee is tasked with evaluating the effectiveness of internal controls and risk management systems [8][9] Decision-Making Procedures - The Audit Committee meetings can be regular or temporary, with regular meetings held quarterly [12][13] - A quorum requires the presence of at least two-thirds of the committee members, and decisions must be approved by a majority [13][14] Information Disclosure - The company is required to disclose the composition and professional background of the Audit Committee members, as well as their performance in annual reports [18][19] - Any significant issues identified by the Audit Committee that meet disclosure standards must be reported promptly [18][19]

General Principles - The external guarantee management system of Shandong Huapeng Glass Co., Ltd. aims to standardize external guarantee behavior, protect investors' rights, prevent risks, and ensure asset safety [1][2] - The system applies to the company and its subsidiaries, defining external guarantees as guarantees, mortgages, or pledges provided by the company using its own assets or credit [1][2] Guarantee Principles and Conditions - External guarantees must adhere to principles of equality, voluntariness, fairness, integrity, and mutual benefit, with strict risk control [2] - The company can only provide guarantees to entities meeting specific conditions, including those with important business relationships or subsidiaries, and must not guarantee for any illegal entities or individuals [2][3] Approval Authority - Guarantees exceeding 50% of the latest audited net assets or 30% of total assets require shareholder approval after board review [3][4] - Guarantees for related parties must be approved by a majority of non-related directors and shareholders, ensuring transparency and accountability [4][5] Internal Control Procedures - The company must conduct thorough assessments of the credit status of guarantee applicants and analyze the associated risks before approval [6][7] - A detailed internal control process is established, including application acceptance, investigation, risk assessment, and contract signing [7][8] Information Disclosure - The company is obligated to disclose external guarantee information in accordance with relevant regulations, including total guarantee amounts and their proportions relative to net assets [10][11] - Timely disclosure is required if the guarantee applicant fails to meet repayment obligations or faces bankruptcy [11][12] Violations and Responsibilities - The company will impose penalties on individuals who violate guarantee procedures or cause losses due to negligence [12][12] - All directors are responsible for carefully reviewing guarantee matters and may face joint liability for any resulting losses [12][12]

大宗商品研究所 能化研发报告 aa 玻璃期货日报 2025 年 7 月 7 日 玻璃期货日报 第一部分 基础数据 | 现货市场（元/吨） | 2025/7/7 | 2025/7/4 | 上周 | 日变化 | 周变化 | | --- | --- | --- | --- | --- | --- | | 沙河长城 | 1160 | 1160 | 1117 | 0 | 4 3 | | 沙河安全 | 1160 | 1160 | 1138 | 0 | 2 1 | | 沙河德金 | 1126 | 1147 | 1113 | -21 | 1 3 | | 沙河大板 | 1151 | 1156 | 1126 | - 4 | 2 6 | | 湖北大板 | 1030 | 1030 | 1030 | 0 | 0 | | 浙江大板 | 1220 | 1220 | 1220 | 0 | 0 | | 华南大板 | 1290 | 1290 | 1290 | 0 | 0 | | 东北大板 | 1170 | 1170 | 1170 | 0 | 0 | | 西北大板 | 1200 | 1200 | 1210 | 0 | -10 | | 西南大板 | ...

ST华鹏（603021）公告，公司全资子公司安庆华鹏因政府环保要求及窑炉运行接近使用寿命末期，需 对窑炉及相关设备设施进行升级改造。此次大修改造预计影响瓶罐产品日产能约180吨，占公司日总产 能的27%左右。为应对市场短缺影响，公司已对现有客户进行沟通，并进行了必要的备货。预计将在 2025年11月实现复工复产。本次大修改造可能对公司2025年度经营业绩产生一定影响，具体以经审计的 2025年度财务报告为准。公司将继续推进改造计划，并及时履行信息披露义务。 ...

智通财经7月7日电，ST华鹏(603021.SH)公告称，全资子公司安庆华鹏长江玻璃有限公司因政府环保要 求及窑炉运行接近使用寿命末期，需对窑炉及相关设备设施进行升级改造。预计影响瓶罐产品日产能约 180吨，占公司日总产能的27%左右。公司已制定大修计划和方案，预计2025年11月实现复工复产。此 次大修改造预计会对公司2025年度经营业绩产生一定影响，具体以经审计的2025年度财务报告为准。 ST华鹏：全资子公司安庆华鹏因环保要求及窑炉使用寿命末期进行大修改造 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容 编译 自 etnews 。 美国玻璃材料公司康宁开发出半导体基板专用玻璃。此举意在积极进军被称为下一代基板的玻璃基 板市场，预计将与德国竞争对手肖特展开激烈竞争。 据业内人士透露，康宁已完成半导体基板专用玻璃材料的开发，目前正在与国内外客户进行评估。 该公司主要向玻璃加工设备公司供应原型机，准备占领市场。据称， 这款名为"SG 3.3 Plus (+)"的新产品显著提高了热膨胀系数 (CTE) 和弹性模量。热膨胀系数是决 定半导体玻璃基板质量的关键因素，决定了玻璃与涂层或粘合剂等其他材料的粘合效果，而弹性模 量是指玻璃在受力时变形的程度。 国 内 玻 璃 加 工 企 业 相 关 人 士 评 价 道 ： " 这 是 一 种 比 康 宁 现 有 产 品 更 适 合 半 导 体 玻 璃 基 板 的 材 料"，"将有助于提升半导体玻璃基板最终产品的性能"。 半导体玻璃基板比塑料材料（PCB）更薄、更平坦，因此可以实现微电路。因此，作为人工智能 （ AI ） 等 高 性 能 计 算 （ HPC ） 的 下 一 代 半 导 体 基 板 ， 其 备 受 瞩 目 。 ...

投资咨询业务资格：证监许可【2012】31号 【玻璃纯碱（ 】 基本面有支撑，市场有题材 国贸期货 黑色金属研究中心 2025-07-07 黄志鸿 从业资格证号：F3051824 投资咨询证号：Z0015761 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供参考，不构成任何投资建议；期市有风险，投资需谨慎 | 影响因素 | 驱动 | 主要逻辑 | | --- | --- | --- | | 供给 | 中性 | 产量持稳。本周全国浮法玻璃日产量为15.78万吨，比26日+0.64%。行业开工率为75.68%，比26日+0.68个百分点；行业产能利用率为78.88%， 比26日+0.5个百分点。本周2条产线点火，尚未出玻璃，1条前期点火产线开始出玻璃，所以周度产量环比增加。下周暂无生产线点火或者放水 | | | | 计划，1条前期点火产线或将开始出玻璃，预计下周周度产量环比增长。 | | 需求 | 偏多 | 淡季需求整体承压，但短期保有韧性，产销尚可。中期地产颓势难挽，竣工数据同比延续下滑，后市需求担忧犹存。 | | 库存 | 中性 | 库存震荡，企业库存6908.5万重箱，环比-13.1万重箱，环比-0 ...