证券日报网讯 国际复材（301526）11月24日发布公告，在公司回答调研者提问时表示，玻璃纤维池窑 的设计使用寿命通常为8-10年。在窑炉运行到期后，公司会安排停炉进行冷修，并借此机会引入更先进 的设备、技术与生产工艺。冷修完成后，产能规模和生产效率通常会得到一定程度的提升，从而带动成 本的降低。自公司上市以来，老旧产能陆续得到升级迭代，生产成本实现了持续下降。同时，公司聚焦 主营业务，深入推进精益管理和全面对标工作，各项降本措施得到有效落实。"全员、全流程、全要 素"的成本管控理念已深入人心，为持续降低成本奠定了坚实基础，并不断拓展新的降本空间。展望未 来，公司将继续通过持续的技术改造、成本结构优化和市场开拓，不断完善系统性的降本增效机制，为 实现可持续、高质量的发展提供持续动力。 ...

证券代码：301526 证券简称：国际复材 重庆国际复合材料股份有限公司 投资者关系活动记录表 编号：2025-008 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □新闻发布会 □现场参观 □业绩说明会 □路演活动 □其他 (请文字说明其他活动内容) 参与单位名称及 人员姓名 国投证券股份有限公司：刘小凤 华泰证券股份有限公司：黄颖 时间 2025 年 11 月 19 日 地点 公司会议室 上市公司接待人 员姓名 副总经理、董事会秘书：黄敦霞 财务部、运营管理部、董事会办公室相关人员 投资者关系活动 主要内容介绍 一、公司副总经理、董事会秘书黄敦霞介绍公司基本情况： 公司成立于 1991 年，是一家以研发、生产、销售玻璃纤 维及制品为核心业务的高新技术企业。玻璃纤维作为复合材料 的增强材料，具有轻质、高强、耐久、绿色环保等特点，广泛 运用于风电叶片、汽车及轨道交通、电子电器、航空航天等重 要领域。 经过 30 多年的砥砺奋进，公司现已在国内外多个国家和 地区建有生产基地，玻纤纱年产能超过 120 万吨，玻纤布年产 能达到 2 亿米，居全球前三。在清洁能源、5G 通讯、节能减 排等核心领域 ...

Group 1 - The company, Honghe Technology, announced on October 29 that it received approval from the Shanghai Stock Exchange for its application to issue shares to specific investors, meeting the necessary issuance, listing, and information disclosure requirements [1][1][1] - The company's revenue composition for the year 2024 is as follows: electronic-grade glass fiber cloth accounts for 93.47%, electronic-grade glass fiber yarn accounts for 6.44%, and other businesses account for 0.1% [1][1][1] - As of the report date, the market capitalization of Honghe Technology is 37.2 billion yuan [1][1][1]

Group 1 - The core viewpoint of the news is that International Composite Materials Co., Ltd. has shown significant financial performance with a notable increase in revenue and net profit, while also experiencing fluctuations in financing activities [1][2]. Group 2 - As of October 16, International Composite Materials' stock price decreased by 2.78%, with a trading volume of 244 million yuan [1]. - The financing data on October 16 indicates a financing buy amount of 12.47 million yuan and a financing repayment of 15.18 million yuan, resulting in a net financing outflow of 2.71 million yuan [1]. - The total financing and securities balance for International Composite Materials reached 318 million yuan, accounting for 3.81% of its market capitalization, which is above the 80th percentile of the past year [1]. Group 3 - As of September 30, the number of shareholders for International Composite Materials was 76,300, a decrease of 9.54% from the previous period, while the average circulating shares per person increased by 10.54% to 18,417 shares [2]. - For the first half of 2025, International Composite Materials achieved a revenue of 4.153 billion yuan, representing a year-on-year growth of 19.40%, and a net profit attributable to shareholders of 231 million yuan, which is a remarkable increase of 341.55% [2]. - Since its A-share listing, International Composite Materials has distributed a total of 113 million yuan in dividends [2]. Group 4 - As of June 30, 2025, among the top ten circulating shareholders, the Southern CSI 1000 ETF held 10.414 million shares, an increase of 4.776 million shares from the previous period, while Hong Kong Central Clearing Limited entered as a new shareholder with 8.5614 million shares [2].

Core Viewpoint - The company is positioning itself as a key player in the AI industry by developing advanced glass fiber materials that meet the high-performance requirements of servers and data centers, thus contributing to the safety and reliability of the AI industry's material foundation [1][2]. Group 1: Company Developments - Taishan Glass Fiber Co., Ltd. is the world's second-largest glass fiber manufacturer and has made significant breakthroughs in specialty glass fiber, particularly in low dielectric and low expansion materials [1]. - The company has successfully developed second-generation low dielectric glass fiber production technology, reducing signal transmission loss and breaking the technical monopoly of foreign manufacturers, becoming the third global company to master this advanced product [1]. - Taishan's low expansion glass fiber addresses heat dissipation and stability issues in high-end chip stacking packaging, positioning the company among only two global producers capable of mass production of this material [1]. Group 2: Industry Impact - The company's high-strength and high-modulus glass fiber provides essential reinforcement materials for the wind power industry, while high-zirconia alkali-resistant glass fiber serves major infrastructure projects like high-speed rail and airports [2]. - Green insulation glass fiber building materials contribute to achieving the "dual carbon" goals in the construction sector [2]. - The products of Taishan Glass Fiber are critical foundational materials for manufacturing PCB boards and chip packaging substrates, directly impacting the self-controllable level of AI servers and data centers in China [2].

Group 1 - The core point of the news is the performance of Chongqing International Composite Materials Co., Ltd., which saw a decline of 5.06% in its stock price, reaching 6.38 CNY per share, with a trading volume of 704 million CNY and a turnover rate of 7.51%, resulting in a total market capitalization of 24.058 billion CNY [1] - The company specializes in the research, production, and sales of fiberglass and its products, with 97.51% of its revenue coming from fiberglass and related products, and 2.49% from other sources [1] - The largest circulating shareholder is Southern Fund, which increased its holdings in the Southern CSI 1000 ETF (512100) by 4.7763 million shares in the second quarter, bringing the total to 10.4141 million shares, representing 0.74% of the circulating shares [2] Group 2 - The Southern CSI 1000 ETF (512100) has a total asset size of 64.953 billion CNY and has achieved a year-to-date return of 27.06%, ranking 1867 out of 4220 in its category, with a one-year return of 69.5%, ranking 1280 out of 3814 [2] - The fund manager, Cui Lei, has been in charge for 6 years and 322 days, with the fund's best return during this period being 137.06% and the worst being -15.93% [3]

Group 1 - The core point of the article is that Honghe Technology (SH 603256) announced a board meeting on September 19, 2025, to discuss a proposal for capital increase through debt-to-equity swap for its wholly-owned subsidiary [1] - For the fiscal year 2024, the revenue composition of Honghe Technology is as follows: electronic-grade glass fiber cloth accounts for 93.47%, electronic-grade glass fiber yarn accounts for 6.44%, and other businesses account for 0.1% [1] - As of the report date, the market capitalization of Honghe Technology is 34.2 billion yuan [1]

Core Viewpoint - The company emphasizes the significance of its electronic-grade glass fiber as a crucial material in the electronics industry, particularly for printed circuit boards (PCBs) [1] Group 1: Product Features - The electronic-grade glass fiber produced by the company exhibits excellent electrical insulation properties, outstanding fire resistance, and superior aging resistance [1] - The company has independently developed low-dielectric glass fiber for 5G applications, which has been utilized in high-end mobile phones and key wave-transmitting products for 5G high-frequency communication [1]

Group 1 - The company has confirmed that its low dielectric glass fiber can be used in the PCB field, highlighting its importance as a fundamental material in the electronics industry [2] - The electronic-grade glass fiber produced by the company exhibits excellent electrical insulation properties, outstanding fire resistance, and remarkable aging resistance [2] - The company's independently developed low dielectric glass fiber for 5G applications has already been utilized in high-end mobile phones and key wave-transmitting products for 5G high-frequency communication [2]

Core Viewpoint - The Agricultural Bank of China (ABC) plays a crucial role in supporting small and micro enterprises in Tongliao, Inner Mongolia, by providing timely loans and financial services, which are essential for their operational stability and transformation efforts [1][2][3]. Group 1: Financial Support for Small Enterprises - Small and micro enterprises in Tongliao have experienced a continuous loan growth rate of over 15% for 30 months, indicating strong financial support for regional economic development [1]. - The financial needs of small enterprises are primarily driven by liquidity pressures and the search for transformation opportunities, necessitating timely bank credit support [2]. - ABC has provided significant loans to local enterprises, such as a construction company with a loan balance of 3 million yuan, which is critical for managing accounts receivable and supporting business transformation [2]. Group 2: Diverse Financing Options - ABC has implemented various financial products, including "Zhongyin Enterprise E-loan" series, which offers credit loans, tax loans, and mortgage loans, catering to the diverse financing needs of small and micro enterprises [7]. - The bank has simplified loan procedures and reduced fees, enhancing the efficiency of financing for small enterprises, with some loans available at interest rates as low as 3.25% [7]. - The bank's support extends to individual businesses, providing operational loans that meet their financial requirements, thus facilitating smoother cash flow [7]. Group 3: Focus on Key Industries - The corn purchasing and storage industry is vital for Tongliao's agricultural sector, with significant financing needs for stable development, supported by loans from local banks [5]. - The glass fiber manufacturing industry is another key focus, with local enterprises receiving financial backing from ABC to enhance production capacity and support expansion efforts [8]. - ABC's commitment to green projects is evident, having issued 12 million yuan in green project loans to promote ecological development and support enterprise transformation [4].