每经AI快讯，有投资者在投资者互动平台提问：董秘，你好！读到贵司的两项关于钙钛矿电池的专 利，其一"以高强柔性玻璃为基板，解决钙钛矿层易开裂，寿命短的痛点"，其二"将柔性玻璃与CIGS吸 收层结合，形成叠层结构目标效率30%以上"。请问两项工作的进展如何？谢谢！ （文章来源：每日经济新闻） 凯盛科技（600552.SH）11月21日在投资者互动平台表示，公司高度重视玻璃新材料等新技术在应用上 的拓展，公司生产的柔性玻璃可应用于钙钛矿电池，正在推进相关攻关工作。 ...

Core Viewpoint - Qibin Group (601636.SH) emphasizes the importance of glass substrates in the display field, which is the largest application area for glass substrates, particularly for LCD and OLED panels [1] Industry Summary - The glass substrate business in the display sector focuses on technological iteration and diversified layout, continuously advancing in large size, ultra-thin, and high stability [1] - The market capacity is characterized by a "display dominance, semiconductor high growth" trend, with the global market scale expected to exceed $10 billion in the coming years [1] Company Summary - Qibin Group entered the electronic glass market in 2018 and has established a product matrix that includes ultra-thin high-alumina, lithium-aluminosilicate, microcrystalline, flexible, and medium-aluminosilicate glass products [1] - These products are widely used in consumer electronics, automotive electronics, and the display field [1] - The company has officially established research and development and industrial planning for glass substrates, focusing on detailed definitions of glass substrate products and analysis of ultra-thin high-end glass production technologies [1] - Currently, the company has no substantial products in display substrate glass, with future product launch plans dependent on production line construction and market conditions [1]

Group 1 - The company has established TCO glass production lines in Zibo and Tengzhou, and it is currently a leading manufacturer of TCO glass in China [2] - The company's TCO glass products are being utilized by major domestic perovskite battery enterprises such as Jinko Solar, GCL-Poly, and Xianan Photovoltaic, capturing a significant market share in this sector [2] - The company does not currently offer flexible glass products [2]

Group 1 - The construction materials sector (CITIC) declined by 1.73% this week, underperforming the CSI 300 index, which rose by 1.07%, resulting in a 2.8 percentage point lag behind the market [3][2] - Among the sub-sectors, the glass fiber and glass segments experienced smaller declines [3][2] - Notable individual stock performances included Xidamen (+9.8%), Shangfeng Cement (+8.1%), China Jushi (+7.5%), Fujian Cement (+7.4%), Yaopi B shares (+6.3%), and Zhongqi New Materials (+6.2%) [2][3] Group 2 - On September 24, the Ministry of Industry and Information Technology and five other departments jointly released the "Construction Materials Industry Stabilization Growth Work Plan (2025-2026)", addressing market demand issues and structural problems in the industry [3] - The plan emphasizes strict capacity control for cement and glass, promotes technological innovation, and encourages the digital transformation and green low-carbon upgrades of the industry [3] - Compared to the 2023-2024 stabilization plan, the new plan focuses more on resolving structural issues rather than merely emphasizing growth targets [3] Group 3 - The plan aims to enhance the application of green building materials and promote high-level international cooperation [3] - It also stresses the importance of matching supply and demand for high-end materials, including advanced ceramics and flexible glass products [3] - The report suggests focusing on traditional building materials such as cement (e.g., Huaxin Cement, Conch Cement, Shangfeng Cement) and glass (e.g., Qibin Group, Fuyao Glass, Yamaton) [3] Group 4 - Recommended stocks for the week include Xidamen, Zhongcai Technology, Honghe Technology, China Jushi, Huaxin Cement, Sankeshu, and Dongpeng Holdings [4] - The report highlights potential risks such as unexpected declines in infrastructure and real estate demand affecting cement and glass price trends [4]