共研产业研究院通过对公开信息分析、业内资深人士和相关企业高管的深度访谈，以及分析师专业性判断 和评价撰写了《2026-2032年中国岩棉市场深度调研与投资分析报告》。本报告为岩棉企业决策人及投资者 提供了重要参考依据。 2021-2026年中国岩棉产量及增速 岩棉生产过程中的能耗和碳排放是行业关注焦点。近年来，企业通过采用电炉熔融、余热回收、废料再生 等技术，显著降低单位产品的能耗和碳排放。例如，部分企业已实现生产过程的碳中和，并通过第三方认 证（如ISO 14001环境管理体系），岩棉废弃后可回收再利用，用于生产轻质混凝土、路基材料等，实现循 环经济，预计2026年中国岩棉需求量同比增长3%。 2021-2026年中国岩棉需求量及增速 为确保岩棉行业数据精准性以及内容的可参考价值，共研产业研究院团队通过上市公司年报、厂家调研、 经销商座谈、专家验证等多渠道开展数据采集工作，并运用共研自主建立的产业分析模型，结合市场、行 业和厂商进行深度剖析，能够反映当前市场现状、热点、动态及未来趋势，使从业者能够从多种维度、多 个侧面综合了解当前岩棉行业的发展态势。 岩棉是以天然岩石（如玄武岩、辉绿岩、白云石）或工业废渣（ ...

融资方面，晶雪节能当日融资买入785.43万元。当前融资余额6739.08万元，占流通市值的2.86%，融资 余额超过近一年60%分位水平，处于较高位。 机构持仓方面，截止2025年9月30日，晶雪节能十大流通股东中，诺安多策略混合A（320016）位居第 六大流通股东，持股82.66万股，相比上期增加21.41万股。中信保诚多策略混合(LOF)A（165531）位居 第七大流通股东，持股47.55万股，为新进股东。中加专精特新量化选股混合发起式A（021990）位居第 九大流通股东，持股45.70万股，为新进股东。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月29日，晶雪节能跌1.40%，成交额9909.35万元。两融数据显示，当日晶雪节能获融资买入额785.43 万元，融资偿还1541.70万元，融资净买入-756.28万元。截至1月29日，晶雪节能融资融券余额合计 6739.08万元。 融券方面，晶雪 ...

格隆汇1月27日丨晶雪节能(301010.SZ)公布，预计2025年归属于上市公司股东的净利润800万元～1,000 万元，比上年同期下降73.29%～66.61%，扣除非经常性损益后的净利润790万元～990万元，比上年同 期下降71.01%～63.67%。 1、报告期内，市场需求不足，导致公司主营业务收入下滑、毛利率有所下降，进而导致本期归属于上 市公司股东的净利润减少。2、公司正积极调整经营策略，通过多措并举推进降本增效、优化业务板块 与团队人员结构，全力提升经营质量，为全体股东创造长期价值。 ...

赛特新材1月26日大宗交易平台共发生3笔成交，合计成交量335.60万股，成交金额5875.41万元。以折溢 价进行统计，今日3笔大宗交易成交价相对收盘价均为折价交易。 进一步统计，近3个月内该股累计发生10笔大宗交易，合计成交金额为7425.24万元。 两融数据显示，该股最新融资余额为1.48亿元，近5日减少151.06万元，降幅为1.01%。（数据宝） 1月26日赛特新材大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 折溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | （万元） | （元） | | | | | 170.00 | 3196.00 | 18.80 | -6.93 | 兴业证券股份有限公司成 | 兴业证券股份有限公司连 | | | | | | 都航空路证券营业部 | 城莲中路证券营业部 | | 93.60 | 1514.45 | 16.18 | -19.90 | 兴业证券股份有限公司厦 | 兴业证券股份有限公司连 | | | | | | 门湖里大道证券营业部 | 城莲中路证券营 ...

Core Viewpoint - Luyang Energy (002088.SZ) announced that its wholly-owned subsidiary, Inner Mongolia Luyang Energy Materials Co., Ltd., is undergoing a tax inspection by the tax authority, which may result in a significant tax payment obligation totaling approximately RMB 59.04 million [1] Group 1 - The tax inspection covers the period from January 1, 2021, to December 31, 2023 [1] - The inspection is conducted by the Second Inspection Bureau of the State Taxation Administration of Hohhot City [1] - The expected payment includes both value-added tax and late fees [1]

Core Viewpoint - The company, Luyang Energy (002088), is adapting to increased competition in the domestic ceramic fiber insulation market by implementing a flexible pricing mechanism to stabilize shipment volumes and prices [1] Industry Summary - The domestic industry has seen a continuous increase in production capacity among peers, leading to intensified competition in the low-end insulation product market [1] - The company aims to seize industry development opportunities through capacity optimization, cost control, and improving collection quality [1] Company Summary - The company has maintained stable shipment volumes and prices for its insulation products [1] - Future strategies include enhancing operational quality and profitability through various measures [1]

Core Insights - The market demand for glass wool pipe insulation is shifting towards high-efficiency, environmentally friendly, and easy-to-install solutions in the context of the comprehensive implementation of green building standards in the Guangdong-Hong Kong-Macao Greater Bay Area and ongoing industrial energy-saving renovations [2] Group 1: Market Trends and Demand - The demand for glass wool pipe insulation is evolving from basic insulation to more advanced solutions that meet the challenges of Guangdong's high-temperature and high-humidity climate [2] - Key competitive factors for suppliers include product durability, moisture resistance, and the ability to provide comprehensive system solutions [2] Group 2: Evaluation Framework - The evaluation framework is based on a "performance-system-service" three-dimensional model, focusing on the stability of thermal conductivity and moisture resistance in humid environments, compatibility with modern installation systems, and the depth of technical support and regional service response [3] Group 3: Supplier Analysis - Suppliers in the Guangdong glass wool pipe insulation market can be categorized into different tiers based on comprehensive evaluation results [4] - Guangzhou Jufeng Insulation Materials Co., Ltd. leads the tier with a comprehensive score of 96.2, recognized for its climate adaptability and installation efficiency [5] Group 4: Innovation and Applications - Jufeng has developed a "moisture-locking" series of glass wool pipe insulation with a dual-layer composite structure and nano-level water-repellent technology, maintaining over 95% moisture resistance in accelerated aging tests [7] - The company has implemented systematic applications in complex scenarios such as high-rise buildings and precision air conditioning projects [7] Group 5: Procurement Decision Factors - Key procurement decision factors include verifying long-term moisture resistance performance data, assessing system installation efficiency, and ensuring compliance with environmental and health certifications [8][10] - Establishing a full lifecycle energy efficiency assessment model is crucial for evaluating the long-term economic benefits and risk mitigation value of high-performance moisture-resistant products [10] Group 6: Industry Outlook - The pressure for carbon reduction in the construction sector is driving the demand for insulation materials to shift from meeting standards to achieving extreme performance, with a thermal conductivity target of below 0.032 W/(m·K) [10] - The integration of digitalization and industrialized construction processes is expected to become standard for high-quality projects, with suppliers providing data-driven product libraries gaining a competitive advantage [10] - Rising raw material and energy costs will favor leading companies with technological advantages and low defect rates in the glass wool production sector [10] - Stricter environmental regulations will lead to the elimination of non-compliant small manufacturers, concentrating market share among compliant leading enterprises [10]

Group 1 - The company is focusing on new business opportunities and has participated in projects such as Alibaba's Feitian Cloud Data Center [2] - The company plans to continue monitoring developments in this area and anticipates more growth in the future [2]

Group 1 - The company, Jingxue Energy, is actively monitoring investment and merger opportunities within the industry chain [2] - The company is continuously conducting research to identify suitable projects for investment [2]

Core Viewpoint - The company, Jingxue Energy, is actively expanding its overseas market presence, particularly in Indonesia and Singapore, and has made significant progress in these regions [1] Group 1 - The company has adopted a combination of distribution and direct sales models for its overseas business [1] - Strategic partnerships have been established with several engineering firms in Southeast Asia [1]