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亚玛顿:受益于近年消费电子行业复苏,光电显示玻璃产品出货量较往年有所提升
Zheng Quan Ri Bao· 2025-12-18 08:14
证券日报网12月17日讯亚玛顿在回答调研者提问时表示,受益于近年消费电子行业复苏,公司光电显示 玻璃产品出货量较往年有所提升。 (文章来源:证券日报) ...
亚玛顿(002623) - 2025年12月17日投资者关系活动记录表
2025-12-17 12:10
Group 1: Company Overview and Production Capacity - The company is the first in the industry to mass-produce 1.6mm photovoltaic glass, which offers advantages over 2.0mm glass, including cost efficiency and a focus on thin glass production [2][3] - Current photovoltaic glass production capacity is distributed across production bases in Fengyang, Benxi, and Shijiazhuang, with new capacity being established in Ordos, Inner Mongolia, and overseas in the UAE [3][4] Group 2: Strategic Investments and Developments - The Ordos production base aims to reduce logistics and production costs by collaborating with local suppliers, with the first production line expected to be operational by the end of the year [3] - The UAE project involves an investment in a production line with an annual capacity of 500,000 tons, aligning with the company's global development strategy to enhance market share and reduce production costs [4] Group 3: Product Lines and Market Position - The company has seen an increase in output of display glass products due to the recovery of the consumer electronics industry [5] - The company is a qualified supplier for Tesla's solar roof tiles and energy storage products, with increased collaboration volume compared to the previous year [5] Group 4: Future Development Strategy - The company will continue to focus on a dual-driven development strategy for photovoltaic glass and consumer electronics glass, optimizing product structure and enhancing market share [5] - The ongoing construction of the UAE production line is part of the strategy to improve international competitiveness and reduce operational costs [5]
亚玛顿:公司光电显示玻璃产品出货量较往年有所提升
Xin Lang Cai Jing· 2025-11-23 11:25
Core Viewpoint - The company, Amaton, reported an increase in the shipment volume of its optoelectronic display glass products, benefiting from the recent recovery in the consumer electronics industry [1] Company Summary - Amaton participated in an institutional research meeting on November 21, where it highlighted the positive impact of the consumer electronics industry's recovery on its product shipments [1]
亚玛顿(002623) - 2025年11月21日投资者关系活动记录表
2025-11-23 11:00
常州亚玛顿股份有限公司投资者关系活动记录表 证券代码:002623 证券简称:亚玛顿 答:项目公司亚玛顿玻璃工业有限公司已经注册完成,并且完 成境外投资备案手续。本次海外产能项目的投资建设符合公司 全球化发展战略需要,有利于公司充分利用当地的区位、资源 优势,有效降低公司的生产成本,扩大海内外市场占有率,同 时加快海外光伏玻璃产能布局,以灵活应对复杂多变的国际贸 易环境,辐射中东及欧美、南亚市场,推动公司在国际化市场 的业务发展,从而提升公司国际市场竞争力,实现公司长远发 展目标及提升全体股东的利益。 5、公司在光电显示玻璃行业已经布局多年,公司光电显示玻璃 现阶段情况? 答:受益于近年消费电子行业复苏,公司光电显示玻璃产品出 货量较往年有所提升。 6、公司钙钛矿电池相关技术进展情况? 答:公司现已具备 ITO 玻璃量产能力,相较于 FTO 玻璃,ITO 玻 | | 璃具有大尺寸钢化、超轻薄、高导电性、高透光率、高机械性 | | --- | --- | | | 能及表面缺陷少的优点。目前,公司在不断地储备和完善相关 | | | 的技术和经验,并与纤纳光电、协鑫集团等企业保持良好战略 | | | 合作关系,待该 ...
信濠光电股价微涨0.16% 盘中成交额突破2.4亿元
Jin Rong Jie· 2025-08-26 18:00
Group 1 - The stock price of Xinhau Optoelectronics reached 25.65 yuan as of August 26, 2025, with an increase of 0.04 yuan from the previous trading day [1] - The opening price was 25.44 yuan, with a daily high of 26.20 yuan and a low of 24.70 yuan, resulting in a trading range of 5.86% [1] - The trading volume was 94,291 hands, with a total transaction amount of 240 million yuan and a turnover rate of 5.86% [1] Group 2 - Xinhau Optoelectronics specializes in the research, production, and sales of optoelectronic display glass, which is widely used in consumer electronics such as smartphones and tablets [1] - The company operates within the consumer electronics sector, involving subfields like flexible screens and 3D glass [1] Group 3 - On August 26, the net outflow of main funds was 5.47 million yuan, accounting for 0.13% of the circulating market value [1] - However, over the past five trading days, there was a cumulative net inflow of 99.61 million yuan, representing 2.41% of the circulating market value [1] - A rapid rebound was observed at 11:27 AM, with a price increase of over 2% within five minutes, reaching a peak of 25.68 yuan [1]