| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688300 | 联瑞新材 | 58.30 | -7.40% | 14.42万 | 8.58亿 | | 605086 | 龙高股份 | 27.75 | -5.42% | 5.69万 | 1.63亿 | | 838971 | 天马新材 | 37.72 | -4.24% | 5.84万 | 2.27亿 | | 603612 | 索通发展 | 23.91 | -4.21% | 1 34.15万 | 8.42亿 | | 836675 | 秉扬科技 | 12.27 | -4.14% | 2.55万 | 3208.94万 | | 830832 | 齐鲁华信 | 8.40 | -3.56% | 3.27万 | 2797.34万 | | 832175 | 东方恢震 | 12.45 | -3.19% | 3.62万 | 4586.51万 | | 839719 | 宁新新材 | 15.68 | -2.85% | 4.72万 | 7505.31万 | | 603826 ...

中证报中证网讯(记者刘丽靓)8月26日，中国建材集团在北京举办主题为"创新驱动.绿色赋能"的第六 届"善用资源日"开放活动启动仪式暨工程建设新材料创新成果对接会。本届活动由所属中国建材总院承 办。现场创新增设工程建设行业主题论坛、"链"上党建联建签约等环节，综合展现了中国建材集团积极 践行产业链链长职责，推动科技创新与产业创新深度融合、绿色低碳与开放共享互促共进的实践担当。 活动现场集中发布中国建材集团及25家成员企业可持续发展报告，向社会公众展现集团积极践行ESG理 念，对可持续发展的庄严承诺。现场同步发布集团品牌战略规划，为CNBM品牌注入全新的价值内涵。 中国建材集团总经理常张利在致辞中表示，集团举办第六届"善用资源日"开放活动暨工程建设新材料创 新成果对接会，既是延续国企开放日的优良传统，又是创新搭建高水平交流平台，深化与工程建设企业 合作，共同挖掘新材料创新成果的潜在价值。中国建材聚焦非金属材料主责主业，扎实推动科技创新与 产业创新深度融合，打造了10亿-50亿-100亿级新材料产业梯次格局，部分成果应用于国家重点工程、 重大基础设施和民生项目，为增强工程品质、确保施工安全、促进节能降碳提供了坚实的 ...

菲利华属于非金属材料行业，主要从事高性能石英玻璃材料及制品的研发、生产和销售。公司产品广泛 应用于半导体、光通讯、光学、太阳能等领域。 公司发布2025年半年度报告显示，上半年实现营业收入9.08亿元，同比下降0.77%；归属于上市公司股 东的净利润2.22亿元，同比增长28.72%；扣非净利润2.03亿元，同比增长51.07%。 8月26日主力资金净流出2.99亿元，占流通市值的0.62%。近五日主力资金累计净流出4.54亿元，占流通 市值的0.95%。 菲利华股价报93.60元，较前一交易日下跌5.93元，跌幅5.96%。盘中最高价为98.50元，最低价为92.35 元，成交量为29.93万手，成交金额28.21亿元。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 ...

证券之星消息，8月26日非金属材料板块较上一交易日下跌0.52%，石英股份领跌。当日上证指数报收 于3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。非金属材料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603688 | 石英股份 | 40.47 | -4.17% | 31.33万 | | 12.90 Z | | 839719 | 宁新新材 | 16.14 | -1.82% | 4.48万 | | 7252.93万 | | 688300 | 联瑞新材 | 62.96 | -1.01% | 5.83万 | | 3.66亿 | | 832175 | 东方峽袁 | 12.86 | -1.00% | - 3.31万 | | 4279.98万 | | 301071 | 力量钻石 | 31.54 | -0.76% ...

2025 年 8 月 24 日 公司研究 碳梁业务表现亮眼，新领域应用不断拓展 ——光威复材（300699.SZ）2025 年中报点评 要点 事件：公司发布 2025 年中报。2025H1，公司实现营业收入 12.01 亿元，同比 +3.87%；实现归母净利润 2.69 亿元，同比-26.85%；实现扣非归母净利润 2.46 亿元，同比-24.23%。25Q2 实现营业收入 6.35 亿元，同比-1.40%；实现归母净 利润 1.15 亿元，同比-45.69%。 碳纤维、预浸料业务收入小幅下滑，风电碳梁业务表现亮眼。分业务板块来看， 25H1，碳纤维及织物、碳梁、通用新材料预浸料、复材科技、精密机械、光晟 科技分别实现收入 6.36 亿元、3.69 亿元、1.11 亿元、0.35 亿元、0.37 亿元、 753.65 万元，同比-6.85%、+47.95%、-5.17%、-46.20%、+7.88%、+44.79%。 其中，碳纤维板块收入小幅下降，主要是由于行业供需失衡、工业用高性能碳纤 维产品价格下降以及装备用碳纤维受传统型号产品需求节奏影响等；风电碳梁收 入高增，主要是由于新客户业务规模扩大、传统客户订单 ...

截至2025年8月22日收盘，石英股份（603688）报收于42.82元，较上周的38.92元上涨10.02%。本周， 石英股份8月21日盘中最高价报43.91元。8月19日盘中最低价报39.2元。石英股份当前最新总市值231.95 亿元，在非金属材料板块市值排名1/7，在两市A股市值排名810/5152。 本周关注点 石英股份2025年中报显示，公司主营收入5.15亿元，同比下降30.13%；归母净利润1.07亿元，同比下降 58.41%；扣非净利润6128.57万元，同比下降75.84%；其中2025年第二季度，公司单季度主营收入2.61 亿元，同比下降23.96%；单季度归母净利润5409.18万元，同比下降45.04%；单季度扣非净利润3518.93 万元，同比下降60.84%；负债率5.75%，投资收益190.23万元，财务费用-150.84万元，毛利率38.35%。 公司公告汇总 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。1.2本公司董事会、监事会及董事、监 事、高级管理人员保 ...

中钢洛耐最新股价报4.50元，较前一交易日上涨0.01元。盘中最高触及4.52元，最低下探4.44元，全天成 交金额0.62亿元。 风险提示：以上内容仅供参考，不构成任何投资建议。股市有风险，投资需谨慎。 该公司属于非金属材料行业，主要从事耐火材料及相关产品的研发、生产和销售。作为新材料领域的企 业，中钢洛耐在耐火材料细分市场具有一定影响力。 从资金流向来看，当日主力资金净流出79.25万元，近五个交易日累计净流出551.97万元。当前市盈率为 64.58倍，市净率为1.70倍。 ...

Group 1 - The stock price of Yishitong is reported at 27.43 yuan as of August 20, 2025, reflecting a decrease of 1.93 yuan or 6.57% from the previous trading day [1] - The opening price on the same day was 28.68 yuan, with a highest point of 28.68 yuan and a lowest point of 26.94 yuan, resulting in a trading volume of 227,300 hands and a transaction amount of 627 million yuan [1] - Yishitong operates in the non-metallic materials industry, focusing on new energy materials and electronic communication materials, with applications in lithium batteries and electronic components [1] Group 2 - From August 7 to August 20, a total of 6 overseas institutions conducted research on Yishitong, while 137 institutions engaged in research over the last 5 trading days (August 13 to August 19) [1] - On August 20, the net outflow of main funds from Yishitong was 186 million yuan, accounting for 3.39% of the circulating market value, with a cumulative net outflow of 300 million yuan over the past 5 days, representing 5.47% of the circulating market value [1]

Core Viewpoint - The stock price of Ping An Electric fell by 0.40% to 50.15 yuan as of August 20, 2025, indicating a slight decline in market performance [1] Company Overview - Ping An Electric specializes in the research, production, and sales of non-metal materials, primarily used in the fields of new energy vehicles and solid-state batteries [1] - The company is registered in Hubei and has a total market capitalization of 9.303 billion yuan, with a circulating market value of 2.326 billion yuan [1] Stock Performance - On August 20, the stock opened at 50.10 yuan, reached a high of 50.31 yuan, and a low of 49.06 yuan, resulting in an intraday volatility of 2.48% [1] - The trading volume for the day was 44,845 hands, with a total transaction amount of 223 million yuan, leading to a turnover rate of 9.67% [1] Capital Flow - On August 20, there was a net outflow of 10.972 million yuan in main funds, accounting for 0.47% of the circulating market value [1] - However, over the past five trading days, there has been an overall net inflow of 6.251 million yuan, representing 0.27% of the circulating market value [1]

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - Last week, the stock index futures continued to fluctuate upwards, but market differentiation intensified, showing the characteristic of "strong index, weak stocks". The core contradiction lies in the game between policy expectations and economic reality. The market presents a game feature of "policy support" and "fundamental pressure", and it is necessary to focus on the matching degree between policy implementation efficiency and marginal improvement of economic data. Maintain optimism in the medium - long term, but be vigilant against short - term fluctuations caused by repeated expectations of peripheral liquidity [31] 3. Summary by Relevant Catalogs Market Performance - On August 15, the three major A - share indexes continued their strong performance. The Shanghai Composite Index rose 0.83%, the Shenzhen Component Index rose 1.60%, and the ChiNext Index rose 2.61%. Most industry sectors rose, with only the banking sector falling. The trading volume of the Shanghai and Shenzhen stock markets exceeded 2 trillion for three consecutive days, with a turnover of more than 2.2 trillion on that day, slightly lower than the previous trading day [1] - Last week, treasury bond futures rose collectively. The 30 - year, 10 - year, 5 - year, and 2 - year treasury bond futures had respective price changes of - 1.48%, - 0.29%, - 0.15%, and - 0.02% [2] - Last week, the domestic stock index futures market strengthened collectively. The CSI 300 futures, SSE 50 futures, CSI 500 futures, and CSI 1000 futures had weekly increases of 3.09%, 2.19%, 4.88%, and 5.21% respectively [7] Fundamental Analysis - In July, the added value of industrial enterprises above designated size increased by 5.7% year - on - year, and by 0.38% month - on - month. From January to July, it increased by 6.3% year - on - year [8] - From January to July, the national real estate development investment was 535.8 billion yuan, a year - on - year decrease of 12.0%. Residential investment was 412.08 billion yuan, a decrease of 10.9%. Various indicators such as construction area, new construction area, and completion area all declined [8] - In July, the total retail sales of consumer goods was 3.878 trillion yuan, a year - on - year increase of 3.7%. From January to July, it was 28.4238 trillion yuan, a year - on - year increase of 4.8%. The central bank will focus on the supply - side to promote consumption [9] - Last week, the central bank conducted 711.8 billion yuan of reverse repurchase operations and had 1126.7 billion yuan of reverse repurchase maturities, with a net withdrawal of 414.9 billion yuan. It also carried out 500 billion yuan of 6 - month outright reverse repurchase operations. This week, there will be 711.8 billion yuan of reverse repurchase maturities and 22 billion yuan of treasury cash fixed - deposit maturities [10] Valuation Analysis - As of August 15, the PE, percentile, and PB of the CSI 300 Index were 13.42 times, 74.12%, and 1.42 times respectively; those of the SSE 50 Index were 11.55 times, 86.08%, and 1.28 times respectively; those of the CSI 500 Index were 30.95 times, 74.12%, and 2.09 times respectively; those of the CSI 1000 Index were 42.88 times, 69.8%, and 2.38 times respectively [14] - The stock - bond yield spread is the difference between the stock market yield and the treasury bond yield, with two calculation formulas provided [26] China - Buffett Indicator - On August 14, 2025, the ratio of total market capitalization to GDP was 81.59%. The percentile of the current "total market capitalization/GDP" in historical data was 78.56%, and in the last 10 - year data was 78.99% [29] Comprehensive Analysis - The consumer recovery momentum needs to be strengthened, but there are structural highlights in consumption. Industrial production is stable, and high - tech manufacturing continues to lead. Policy - wise, the loose tone of monetary policy remains unchanged, but the rebound of US PPI may restrict the inflow of foreign capital. Domestic fiscal policy is still being implemented, and the impact of special treasury bonds on infrastructure may appear in the third quarter. The market volatility remains low, and investors expect limited short - term breakthroughs [31] Operation Recommendations - Unilateral: Control risks, buy on dips, and avoid chasing highs [32] - Arbitrage: Wait and see [33] - Options: Consider the covered call strategy to increase returns [34]