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彩虹股份(600707.SH):没有生产5代和7.5代基板玻璃产品
Ge Long Hui· 2025-09-25 07:44
Group 1 - The company is actively responding to market changes in the 6th generation product segment by optimizing and adjusting its substrate glass product structure [1] - The company is exploring new markets for its products [1] - The company currently does not produce 5th and 7.5th generation substrate glass products [1]
彩虹股份:没有生产5代和7.5代基板玻璃产品
Ge Long Hui· 2025-09-25 07:44
Group 1 - The company is actively responding to market changes in the 6th generation product segment by optimizing and adjusting its substrate glass product structure and exploring new markets [1] - The company currently does not produce 5th and 7.5th generation substrate glass products [1]
每日投资策略:恒指低开高走,港股收涨 359 点-20250925
Guodu Securities Hongkong· 2025-09-25 03:22
· 2025 年 9 月 25 日 国都港股操作导航 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 46,121.28 | -0.37% | | 标普 500 指数 | 6,637.98 | -0.28% | | 纳斯达克综合指数 | 22,497.86 | -0.33% | | 英国富时 100 指数 | 9,250.43 | 0.29% | | 德国 DAX 指数 | 23,666.81 | 0.23% | | 日经 225 指数 | 45,524.00 | -0.23% | | 台湾加权指数 | 26,247.37 | 1.42% | | 内地股市 | | | | 上证指数 | 3,853.64 | 0.83% | | 深证成指 | 13,356.14 | 1.80% | | 香港股市 | | | | 恒生指数 | 26,518.65 | 1.37% | | 国企指数 | 9,442.99 | 1.64% | | 红筹指数 | 4,045.49 | -0.04% | | 恒生科技指数 | 6,323.15 | 2.53% | | AH 股溢 ...
中辉能化观点-20250925
Zhong Hui Qi Huo· 2025-09-25 03:19
中辉能化观点 | | 中辉能化观点 | | | --- | --- | --- | | 品种 | 核心观点 | 主要逻辑 | | | | 地缘扰动再起,油价反弹,但不改供给过剩局面。近期乌克兰再次袭击俄 | | 原油 | | 罗斯,油价反弹,但供给过剩局面没有改变;库存方面,美国库存下降, | | | 谨慎看空 | 油价下方有支撑;供需方面,OPEC+继续扩产,原油供给过剩压力逐渐上 | | ★ | | | | | | 升,油价下行压力较大,重点关注 60 美元附近美国页岩油新钻井盈亏平 | | | | 衡点。策略:空单继续持有。 | | | | 成本端油价有所反弹,下游化工开工率下降,节前排库,液化气依旧偏弱。 | | LPG | | 成本端原油短期反弹,但供给过剩压力上升,价格中枢预计会继续下移; | | ★ | 谨慎看空 LPG | 估值修复,主力合约基差回归至正常;PDH 利润转弱,开工率大幅回 | | | | 落;供给端和库存量均上升,偏利空。策略:空单继续持有。 | | | | 短期跟随成本反弹为主,现货止跌反弹,基差较前期有所修复但盘面依旧 | | | | 维持升水结构。关注下游补库力度。前期检 ...
《特殊商品》日报-20250925
Guang Fa Qi Huo· 2025-09-25 02:16
Industry Investment Ratings - No industry investment ratings are provided in the reports. Core Views - **Rubber Industry**: Supply is affected by rainy seasons and typhoons, and future supply expectations suppress raw material prices. Downstream tire factories' pre - holiday restocking is mostly completed, and inventory reduction has slowed. Demand is lackluster with sub - optimal sales performance. The 01 contract range is 15000 - 16500, and follow - up attention should be paid to the raw material output during the peak season in major producing areas [1]. - **Log Industry**: Logs are in an oscillatory pattern. With the approaching of the "Golden September and Silver October" season, attention should be paid to whether the shipment volume improves. In the short - term, the market is expected to oscillate within a range, and it is recommended to go long at low prices [3]. - **Glass and Soda Ash Industry**: Soda ash has a fundamental oversupply problem, and the inventory has shifted to the middle and lower reaches. In the medium - term, demand will continue the previous rigid pattern. It is recommended to hold short positions. Glass prices were driven up by rumors, and the spot market is expected to improve in the short - term, but the mid - stream inventory in some areas is high, and the long - term outlook depends on capacity clearance [4]. - **Polysilicon Industry**: The supply - side regulation is ineffective, and the industry has over - capacity. Downstream component inventory is high, and prices are unstable. Before the National Day holiday, polysilicon prices will oscillate within the range of 48,000 - 53,000 yuan/ton [5]. - **Industrial Silicon Industry**: From September to October, the supply of industrial silicon increases, and the balance turns loose. The price is expected to oscillate between 8000 - 9500 yuan/ton. Attention should be paid to the fourth - quarter production reduction rhythm of silicon material enterprises and Sichuan and Yunnan industrial silicon enterprises [6]. Summary by Directory Rubber Industry - **Spot Prices and Basis**: On September 24, the price of Yunnan Guofu full - latex increased by 100 yuan/ton to 14,800 yuan/ton, and the full - latex basis increased by 5 yuan/ton to - 820 yuan/ton [1]. - **Inter - month Spreads**: The 9 - 1 spread decreased by 55 yuan/ton to - 30 yuan/ton, the 1 - 5 spread increased by 35 yuan/ton to 75 yuan/ton, and the 5 - 9 spread increased by 20 yuan/ton to - 45 yuan/ton [1]. - **Fundamentals**: In July, Thailand's rubber production increased by 1.61%, Indonesia's by 12.09%, while India's and China's decreased. In August, domestic tire production increased by 9.10%, and exports decreased by 5.46% [1]. - **Inventory Changes**: The bonded area inventory decreased by 0.95%, and the Shanghai Futures Exchange's factory - warehouse futures inventory decreased by 3.07% [1]. Log Industry - **Futures and Spot Prices**: On September 25, the 2511 log contract closed at 803 yuan/cubic meter, down 2 yuan/cubic meter. The spot prices of major benchmark delivery products remained unchanged [3]. - **Cost and Import**: The import theoretical cost increased slightly, and the RMB - US dollar exchange rate was stable [3]. - **Supply and Demand**: As of September 19, the total national coniferous log inventory decreased by 100,000 cubic meters. The daily log shipment volume decreased by 3100 cubic meters as of September 12. This week, the number of expected arriving ships from New Zealand increased by 4, and the arrival volume increased by 126,000 cubic meters [3]. Glass and Soda Ash Industry - **Glass - related Prices and Spreads**: On September 26, the prices in North China, Central China, and South China increased slightly, and the prices of the 2505 and 2509 contracts increased by 3.35% and 2.52% respectively [4]. - **Soda Ash - related Prices and Spreads**: The prices in all regions remained unchanged, and the prices of the 2505 and 2509 contracts increased by 2.42% and 1.84% respectively [4]. - **Supply and Inventory**: Soda ash production and glass melting volume decreased slightly. Glass factory inventory and soda ash factory inventory decreased, while soda ash delivery warehouse inventory increased [4]. - **Real Estate Data**: New construction area increased by 0.09%, construction area decreased by 2.43%, completion area decreased by 0.03%, and sales area decreased by 6.50% [4]. Polysilicon Industry - **Spot Prices and Basis**: On September 24, the average price of N - type re - feed decreased by 0.28%, and the N - type material basis decreased by 53.14% [5]. - **Futures Prices and Inter - month Spreads**: The main contract price increased by 2.23%, and the spread between the current month and the first - continuous contract increased significantly [5]. - **Fundamentals**: Weekly polysilicon production decreased by 0.64%, and monthly production increased by 23.31%. Weekly silicon wafer production increased by 0.29%, and monthly production increased by 6.24% [5]. - **Inventory Changes**: Polysilicon inventory decreased by 6.85%, and silicon wafer inventory increased by 1.93% [5]. Industrial Silicon Industry - **Spot Prices and Basis**: On September 24, the prices of various types of industrial silicon remained mostly unchanged, and the basis of some types decreased [6]. - **Inter - month Spreads**: The spreads between some contracts changed slightly [6]. - **Fundamentals**: Monthly national industrial silicon production increased by 14.01%, and the export volume increased by 3.56%. The production of related industries such as organic silicon DMC and polysilicon increased [6]. - **Inventory Changes**: The inventory in Xinjiang decreased by 1.07%, and the social inventory increased by 0.74% [6].
菲利华股价跌5.17%,中银基金旗下1只基金重仓,持有1.27万股浮亏损失5.28万元
Xin Lang Cai Jing· 2025-09-25 02:08
9月25日,菲利华跌5.17%,截至发稿,报76.28元/股,成交8.56亿元,换手率2.16%,总市值398.39亿 元。 资料显示,湖北菲利华石英玻璃股份有限公司位于湖北省荆州市东方大道68号,成立日期1999年1月22 日,上市日期2014年9月10日,公司主营业务涉及主要从事光通讯、半导体、太阳能、航空航天及其他 领域用高性能石英玻璃材料及制品、石英纤维及制品的生产与销售业务。主营业务收入构成为:石英玻 璃材料70.80%,石英玻璃制品28.91%,其他0.30%。 从基金十大重仓股角度 中银景福回报混合A(005274)成立日期2018年4月17日,最新规模8651.39万。今年以来收益4.93%, 同类排名6739/8173;近一年收益10.55%,同类排名6689/8003;成立以来收益61.41%。 中银景福回报混合A(005274)基金经理为涂海强。 截至发稿,涂海强累计任职时间9年273天,现任基金资产总规模7.3亿元,任职期间最佳基金回报 60.72%, 任职期间最差基金回报-5.75%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个 ...
大越期货玻璃早报-20250925
Da Yue Qi Huo· 2025-09-25 02:00
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 2025-9-25 每日观点 玻璃: 1、基本面:玻璃生产利润回落,行业冷修高位,开工率、产量下降至历史同期低位;下游深加工 订单整体偏弱,不及往年同期,地产终端需求疲弱;偏空 2、基差:浮法玻璃河北沙河大板现货1080元/吨,FG2601收盘价为1237元/吨,基差为-157元,期 货升水现货;偏空 3、库存:全国浮法玻璃企业库存6090.80万重量箱,较前一周减少1.10%,库存在5年均值上方运 行;偏空 4、盘面:价格在20日线上方运行,20日线向上;偏多 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,短期预计震荡偏空运行为主。 影响因素总结 利多: 1、"反内卷"政策影响下,浮法玻璃行业存产能出清预期。 利空 ...
玻璃纯碱早报-20250925
Yong An Qi Huo· 2025-09-25 00:56
| 乖 亦安期货 | | --- | 玻璃纯碱早报 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 华北重碱 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 (500) 0 500 1,000 1,500 2,000 华北氨碱法利润 2020 2021 2022 2023 2024 2025 (1,000) (500) 0 500 1,000 1,500 2,000 2,500 华北联碱法利润 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 华北轻碱 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 60 65 70 75 80 85 90 95 100 39083 39096 39109 39122 39135 39148 39161 39174 39187 39200 39213 39226 39239 3925 ...
推动产业“卸妆”与“上新”:内蒙古千亿旗县准格尔旗的绿色跃迁
Xin Hua Wang· 2025-09-24 08:51
新华社呼和浩特9月24日电(记者安路蒙)曾经粉尘弥漫的矿区,如今只见无人驾驶卡车来回穿梭;曾经"种啥啥不长"的砒砂岩上,如今飘 起果香;曾经"一煤独大"的产业版图,正被绿色多元经济重新描绘…… 内蒙古自治区鄂尔多斯市准格尔旗,常住人口不足40万,探明煤炭储量却高达582亿吨。记者近日走访发现,资源如此富集,当地却没 有"躺平",而是通过技术创新赋能、产业链价值跃升和新兴产业培育,走出一条资源型地区转型升级的新路。 公司展柜里的下游产品各式各样:塑料薄膜、无纺布、管材……"我们生产的煤制烯烃材料,销售到下游厂家后,被用于制作各种各样的日 用品,煤炭就这样经过'七十二变'走进千家万户。"公司副总经理徐辉说。 准格尔旗的煤基产业链还在向更前沿领域延伸。鄂尔多斯市新创新材料有限公司规划建设年产8万吨锂离子电池石墨负极材料,其中一期年 产3.5万吨项目已经投产。鄂尔多斯新创新材料有限公司工作人员介绍,该项目以煤的衍生物为原材料,成功研发出煤基中空石墨负极材料,市 场前景广阔,实现煤炭从"燃料"到"原料"再到"材料"的华丽转身。 "七山二沙一分田"的准格尔旗,耕地资源有限。但金秋时节,当地一道道山梁上挂满硕果。在暖水乡德 ...
安彩高科(600207.SH):公司产品及原料未使用到人形机器人
Ge Long Hui· 2025-09-24 08:32
格隆汇9月24日丨安彩高科(600207.SH)在投资者互动平台表示,公司主营业务包括光伏玻璃、浮法玻 璃、天然气和药用玻璃等。目前,公司产品及原料未使用到人形机器人。 ...