部分防水企业提价，期待行业盈利修复 风险提示：基建投资不及预期；房地产需求恢复不及预期；原燃料价格上涨；相关测算不准确的风险。 ——建材、建筑及基建公募REITs半月报（1月17日-1月30日） 2026年2月2日 请务必参阅正文之后的重要声明 孙伟风，光大建筑建材首席分析师，执业证书编号：S0930516110003 鲁俊，光大建筑建材分析师，执业证书编号：S0930525070002 证券研究报告 核心观点 1 雨虹、科顺等头部企业相继提价，期待行业盈利修复。25年12月东方雨虹宣布工程端JS-Ⅱ型产品价格将从12月 18日期涨价5-10%；26年1月20日，科顺防水正式发布调价告知函，宣布自2月1日起对KS-988A、KS-906等苯丙 体系防水产品价格上调5%-10%；核心原因都是丙烯酸酯乳液等原材料价格持续大幅上涨。我们认为，地产经历约 五年调整，拐点更加临近，地产修复启动后防水行业有望率先受益，建议关注东方雨虹。 英特尔玻璃基板率先实现全球量产，关注国内产业链进展。2026年初，英特尔宣布其玻璃基板技术已实现量产 （HVM），通过以玻璃取代传统的有机树脂，打破了"翘曲壁垒"——这种现象指的是大型人 ...

Group 1 - The core shareholder transfer of Lens Technology (300433)(06613) involved moving stocks from Citibank to Goldman Sachs (Asia) Securities, with a market value of HKD 402 million, accounting for 4.51% of the total [1] - Lens Technology announced on January 14 that it has delivered humanoid robots, quadruped robots, head modules, joint modules, dexterous hands, and structural components in bulk to several leading robot clients, positioning itself among the top in assembly and shipment scale within the industry [1] - The company has recently confirmed its status as a core supplier for a leading North American robot client, with head modules already certified by the client and structural components undergoing certification [1] Group 2 - At CES 2026, Lens Technology publicly showcased its self-developed aerospace-grade ultra-thin flexible glass (UTG) photovoltaic packaging solution [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：龙海电子玻璃与深圳国显二者定位有啥不同？ 凯盛科技（600552.SH）12月5日在投资者互动平台表示，尊敬的投资人，您好，公司所属全资子公司 龙海玻璃主要生产0.7mm、1.1mm、1.8mm超薄电子玻璃，可广泛用于钢化玻璃保护膜、盖板玻璃、 ITO导电玻璃等领域；控股子公司国显科技主要生产显示触控一体化模组，应用于平板电脑、笔记本电 脑、智能穿戴、车载显示等领域。两者属于公司显示材料业务产业链中的不同环节，感谢您的关注。 ...

Group 1 - The new materials industry is experiencing high demand from downstream sectors and opportunities for substitution, with leading companies expected to enter a rapid growth phase due to high technological barriers [1] - New types of glass and carbon fiber are benefiting from sustained demand from high-growth downstream sectors such as renewable energy, with short-term support for the electronic yarn market coming from high-end products and low dielectric fields [1] - The fiberglass industry is seeing a demand boost from wind power, leading to inventory reduction and price increases, while the photovoltaic glass market is stabilizing with a slowdown in inventory growth [1] Group 2 - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which is compiled by China Securities Index Co., Ltd., selecting listed companies from the A-share market involved in advanced steel, non-ferrous metals, chemicals, and inorganic non-metallic materials [1] - The index emphasizes technological innovation and industrial upgrading, showcasing high growth potential and industry representation [1] - Investors without stock accounts can consider the Guotai CSI New Materials Theme ETF Initiated Link A (014908) and Guotai CSI New Materials Theme ETF Initiated Link C (014909) [1]