在全球家居板材市场激烈竞争和制造业转型升级的浪潮中，中国环保科技板材领导品牌千年舟锚定高质 量发展方向，在深度挖掘消费者核心诉求的进程中，通过对战略、品牌与产品的深度剖析，系统性构建 绿色化、数字化与智能制造融合发展路径，不仅实现了自身发展能级的跨越式跃升，更以先行者思维引 领板材行业转型升级。 如今，在田茂华的战略引领下，千年舟秉持"为人民造一张好板"初心，始终以消费者需求为导向，打造 一张内外兼修的科技、环保、风尚好板，传递健康、低碳、松弛的生活方式，在推动家居板材产业高质 量发展进程中结出累累硕果。 科技攻坚：以"一系列"突破激活产业势能 当前，我国家居建材产业正处于绿色转型与高质量发展的关键交汇期。消费需求从基础功能满足向健康 化、品质化、生态化加速升级，行业竞争也随之迈入以科技、标准、品牌为核心的综合实力比拼新阶 段。 从"十四五"迈入"十五五"，如何持续扛牢环保板材龙头企业走在前、做示范的使命担当？如何书写家居 板材产业高质量发展的时代答卷？ 来源：环球网 临近岁末，千年舟先后入选首批《好房子建设适用新产品、新技术（2025）》品牌；荣膺中国抗菌协会 副理事长单位并获CIAA抗菌认证标识双重授牌； ...

建材行业 2026 年度投资策略 20251229 摘要 建材行业投资策略转向阿尔法驱动，关注市占率提升带来的业绩增长， 如三棵树、兔宝宝、东方雨虹和汉高集团，预计业绩增长在 20%~30% 之间。 出海链方面，看好非洲建材市场，受益于人口和城镇化红利及美国降息 周期，重点关注科达制造和华新建材，预计未来三年华新建材复合增速 超过 30%，科达制造瓷砖业务增速在 10%以上，加上扩品类后海外销 量增长在 15%~20%。 AI 链条中，看好 AI PCB 环节的电子布材料，公司如菲利华和中材科技 表现突出，预计中材科技 2026 年的目标市值可达 800 亿，到 2027 年 有望达到 900~1,000 亿。 预计 2026 年整体房地产销售面积将达到 6 亿平米，同比下降 10%左右， 建材需求平均下滑幅度在 3%至 5%，但翻新需求将支撑总需求，看好涂 料、板材、家具五金等赛道。 建材行业供给端持续收缩，截至 2024 年累计下降约 30%，龙头企业竞 争力增强，通过价格战与品牌竞争获得市占率提升，企业经营拐点可能 早于行业整体拐点出现。 建材行业供给端情况如何？ 从供给端来看，根据公开数据，截至 20 ...

据临沂商城价格指数信息系统监测，本周临沂商城周价格总指数为102.23点，环比下跌0.14点，跌幅 0.14%；同比下跌1.59点，跌幅1.53%；与年初比下跌1.57点，跌幅1.51%。 在14类商品价格指数中，上涨的2类、持平的6类、下跌的6类。其中，上涨的2类是：陶瓷类、五金电料 类；下跌前3位的是：钢材类、板材类、家用电器和音像器材类。涨跌幅前3的情况如下： 本周，陶瓷类周价格指数收于104.87点，环比上涨0.04点，其中陶瓷洁具价格小幅上涨，日用陶瓷、建 筑陶瓷价格稳定。随着季节转换，座便器等洁具产品进入季节性销售淡季，市场交易以散户零售为主， 带动平均销售价格小幅上涨；日用陶瓷产品需求释放，中下游经销商积极备货，陶瓷盘、陶瓷碗等陶瓷 餐具产品销量环比上涨。 二、五金电料类周价格指数环比上涨 一、陶瓷类周价格指数环比上涨 本周，五金电料类周价格指数收于119.76点，环比上涨0.03点，二级分类中电线电缆价格继续上涨，仪 器仪表、建筑装饰五金、五金工具价格微涨。电线电缆中的单层绝缘电线价格继续上行，走货量稳中微 降，双层电力电缆价格稳定，但走货量较上周有所回落；电工电器中开关、插座等销量小幅下降。 ...

01 千年舟荣登好房子建设品牌榜单 2025年12月12日，第十二届"宜居中国"装配式内装修产业发展大会，暨中国建材工业经济研究会装配式 建筑和绿色发展分会年会于北京召开，千年舟受邀参会，凭借硬核的技术实力，成功入选首批《好房子 建设适用新产品、新技术(2025)》品牌，斩获权威认证！ 本次大会以"共创共营·启航同行"为主题，汇聚行业专家与龙头企业、行业翘楚、行业精英共探装配式 内装修产业的创新路径与发展蓝图和发展新方向。千年舟深耕绿色环保新材料研发装配式内装应用领域 多年，在装配式内装材料研发与应用上成果丰硕，此次参会既展现了企业在行业内的标杆地位，也通过 交流分享为产业升级贡献了新思路。 而入选"好房子建设"品牌名录，是行业对千年舟新产品、新技术的高度认可。未来千年舟将继续响应国 家"好房子"建设号召，以技术创新为核心，深化装配式内装材料的研发与落地，携手产业链伙伴，共同 推动建筑装饰产业向绿色化、工业化转型，为打造未来人居新生态持续发力。 02 以硬核实力定义好板材新标准 千年舟集团是集多品类中高端板材研发、生产、销售于一体的行业领军企业，秉持"为人民造一张好 板"的初心，以健康×科技×风尚三重赋能为发 ...

"行业内卷持续加剧，招商银行滨州分行1000万元的金融支持，不仅助力企业延伸产业链条、扩大生产 规模，更有效保障了企业的稳健经营与持续发展。"山东省博兴县锦隆钢板有限公司（以下简称"锦隆钢 板"）副总经理、财务总监薛志峰介绍，近期公司订单饱满，为保障资金高效周转，他通过线上渠道提 交材料，快速获批并提取了第二笔500万元贷款，切实感受到了金融服务的"招行速度"。 "今年6月，我们提取了第一笔500万元贷款，当天就到账了。"薛志峰介绍，得益于这笔资金支持，企业 进一步延长产业链，提高了产品附加值，实现了稳步发展。 作为招商银行为科创企业量身定制的一款金融产品，"科创贷"不看抵押看技术，以"资质分+"为核心开 展风险评价，为企业提供可循环使用的纯信用经营周转贷款。产品采用"线上+线下"灵活服务模式，根 据审批金额不同，分为"科创惠贷""科创快贷""科创易贷"三类，精准满足不同规模企业的差异化需求。 其审批快、无抵押、随借随还的优势，精准匹配了科创企业"短、频、急"的融资需求。 "锦隆钢板1000万元的授信，是近年来招商银行济南分行在板材行业落地的第一笔授信。此后，我们将 继续结合企业需求，持续为企业争取更多优惠政 ...

Group 1 - The core focus of the news is on the industrial pollution control efforts in Linyi City during the 14th Five-Year Plan period, highlighting the achievement of near-zero sulfur dioxide emissions from 51 operating shale brick enterprises [1] - Linyi City has implemented comprehensive ultra-low emission transformations in key high-pollution industries such as steel, coking, and cement, with 2 long-process steel companies and 10 cement companies completing provincial-level ultra-low emission transformation [1] - The city has strengthened process control and end-of-pipe treatment in the building materials industry, dismantling 268 illegal biomass boilers and shutting down 350 illegal small glue factories to enhance overall pollution control levels [1] Group 2 - Continuous efforts are being made to prevent summer ozone pollution by focusing on industries that emit volatile organic compounds (VOCs), with a strategy of "one enterprise, one policy" for regular inspections and improvements [2] - The establishment of a smart control system for VOC emissions in 600 key enterprises and the promotion of online monitoring for large gas stations are part of the ongoing technological support to reduce ozone generation potential [2] - A total of 6.07 billion yuan has been secured in central and provincial funding for air pollution control projects, supporting 72 industrial furnace renovations and VOC management initiatives, significantly enhancing the environmental performance of enterprises [3]

Core Viewpoint - The overall price index in Linyi Mall has shown a slight decline this week, indicating a trend of decreasing prices across various categories, with specific categories experiencing both increases and decreases in their respective indices [1][17]. Price Index Summary - The total price index for Linyi Mall this week is 102.37 points, down 0.01 points from the previous week, reflecting a decrease of 0.01% week-on-week and a year-on-year decrease of 1.56% [1]. - Among 14 categories of goods, 2 categories saw price increases, 6 remained stable, and 6 experienced price declines [3]. Category-Specific Price Movements - **Steel Products**: The weekly price index for steel products is 96.04 points, up 0.02 points from the previous week. The construction steel and profile steel categories saw increases, while pipe materials remained stable. The overall market is experiencing limited price increases due to seasonal factors and reduced construction activity [5][8]. - **Lighting Products**: The weekly price index for lighting products is 104.29 points, up 0.02 points. There was a slight increase in prices for lighting accessories and home lighting, driven by a slight recovery in sales due to upcoming festive activities [9][6]. - **Board Products**: The weekly price index for board products is 97.39 points, down 0.04 points. The market is entering a seasonal consumption lull, leading to decreased demand and lower average sales prices for main products like solid wood boards and woodworking boards [12][10]. - **Furniture**: The weekly price index for furniture is 88.54 points, down 0.02 points. The market is characterized by low customer traffic, with sales primarily driven by retail, leading to price reductions as merchants compress profits to stimulate transactions [15][13]. - **Home Appliances and Audio-Visual Equipment**: The weekly price index for this category is 103.01 points, down 0.02 points. Significant price drops were noted in refrigeration appliances, while some minor increases were observed in water heaters and personal electronics. Sales have slightly declined as the month progresses, contributing to downward price pressure [18][16].

Core Insights - The overall price index of Linyi Mall for the week is 102.37 points, reflecting a slight increase of 0.03 points week-on-week, but a decrease of 1.52 points year-on-year and 1.43 points compared to the beginning of the year [1] Price Index Summary - Among 14 categories of goods, 5 categories saw price increases, 3 remained stable, and 6 experienced declines. The top three categories with price increases are construction and decoration materials, board materials, and hardware and electrical materials [3] Construction and Decoration Materials - The weekly price index for construction and decoration materials is 106.09 points, with a week-on-week increase of 0.30 points. Subcategories such as decorative materials and structural installation materials saw price increases, while structural materials experienced a slight decline. The rise in aluminum prices has led to increased production costs for aluminum profiles, contributing to a slight price increase in the market [5] Board Materials - The weekly price index for board materials is 97.43 points, with a week-on-week increase of 0.06 points. Both material boards and turnover boards saw price increases. However, limited demand due to fewer construction projects has resulted in a cautious approach from market participants regarding inventory [8] Hardware and Electrical Materials - The weekly price index for hardware and electrical materials is 119.68 points, with a week-on-week increase of 0.04 points. The price of wires and cables has slightly increased due to rising prices of raw materials like copper and aluminum, leading to a small uptick in sales volume [10] Home Appliances and Audio-Visual Equipment - The weekly price index for home appliances and audio-visual equipment is 102.95 points, reflecting a week-on-week decrease of 0.08 points. Significant declines were noted in refrigeration and kitchen appliances, with low sales volumes continuing to exert downward pressure on prices [13] Educational and Office Supplies - The weekly price index for educational and office supplies is 108.64 points, with a week-on-week decrease of 0.03 points. The decline is attributed to reduced sales of items like pencil cases, while some sports and entertainment products saw increased demand but still experienced price drops [18] Clothing and Accessories - The weekly price index for clothing and accessories is 103.66 points, with a week-on-week decrease of 0.02 points. Despite a rise in demand for clothing due to lower temperatures, merchants have reduced product margins to boost sales, leading to a decrease in average selling prices [19]

中经记者 张家振 湖州报道 "当前，家居、板材行业正陷入'低质低价'的恶性循环。作为行业领军品牌，云峰莫干山有责任率先跳 出'红海'。高端化不是放弃大众市场，这次'未见'系列产品的推出，正是希望将'价格内卷'引向'价值引 领'，推动行业高质量发展。"11月18日，浙江升华云峰新材股份有限公司（以下简称"云峰莫干山"）总 经理赵建忠在接受《中国经营报》记者采访时表示。 当天，"莫干山板材产品战略升级暨零碳成果发布会"在浙江省湖州市德清县举行。发布会上，云峰莫干 山相继发布了品牌战略转型、产品战略升级和零碳实践成果，通过打出一套"组合拳"，以长期主义实践 引领家居产业变革。 据云峰莫干山董事长周鑫林介绍，立足莫干山品牌30年的积淀，云峰莫干山将进行品牌战略转型，实现 从"机会经营"到"战略牵引"，从"渠道驱动"到"产品驱动"，从"工业型组织"到"赋能型组织"的内生性变 革。 据了解，通过发布定位高端的"莫干山·未见"系列、行业首个山系花色IP"中国山色"，以及具备自然疗愈 功能的"植物源释香·茶香板"三大新品系列，云峰莫干山希望以此系统构建高端价值生活体系，以创新 科技与人文美学的深度融合，重塑家居生活美学新方式 ...

Core Insights - The financial report for the third quarter of 2025 from Dehua Rabbit Baby Decoration Materials Co., Ltd. (referred to as "Rabbit Baby") shows a total revenue of 6.319 billion yuan and a net profit attributable to shareholders of 629 million yuan, marking a year-on-year growth of 30.44% [1] - In the third quarter alone, the company achieved total revenue of 2.684 billion yuan, a year-on-year increase of 5.03%, and a net profit of 361 million yuan, reflecting a significant profit improvement trend with a year-on-year growth of 51.67% [1] - Despite the overall industry being in an adjustment cycle, Rabbit Baby's ability to achieve revenue and profit growth is attributed to continuous product innovation and technological accumulation [1] Financial Performance - Total revenue for the first three quarters of 2025 reached 6.319 billion yuan, with a net profit of 629 million yuan, indicating a robust growth trajectory [1] - The third quarter's revenue of 2.684 billion yuan and net profit of 361 million yuan demonstrate strong performance amidst industry challenges [1] Innovation and Technology - Rabbit Baby has been recognized as the leader in the number of patents in the board industry, which underscores its technological strength and innovative capabilities [1][3] - The company has applied for a total of 674 patents by the end of 2024, launching several significant new products such as 360° formaldehyde-free antibacterial boards and ENF+ grade ultra-clean boards [6] Industry Leadership - Over its 30-year history, Rabbit Baby has evolved from a single board supplier to a comprehensive home furnishing solution provider, covering various sectors including custom home solutions, flooring, and wooden doors [7] - The company has actively participated in the formulation and revision of 324 industry standards, contributing to the professionalization and quality enhancement of the industry [7] Brand Recognition - Rabbit Baby has been included in the first batch of "Chinese Consumer Brands" by the Ministry of Industry and Information Technology, reflecting its strong market position and brand value [8] - The "Chinese Consumer Brands" certification is part of a national initiative to cultivate internationally recognized brands, highlighting Rabbit Baby's competitiveness and innovation [8]