证券日报网讯1月9日，濮阳惠成（300481）在互动平台回答投资者提问时表示，公司的产品主要应用于 电气设备绝缘材料、风电叶片、有机光电材料、复合材料、涂料、电子元器件封装材料等多个领域。具 体经营信息请关注公司定期报告。 ...

（四）学生校服。本次监督抽查依据GB 18401—2010《国家纺织产品基本安全技术规范》等国家标准及有关要求，对学生校服的纤维含量、耐水色牢度、 耐光色牢度等项目进行了检验，本次抽查发现产品质量问题是纤维含量项目不合格。 中国质量新闻网讯 据辽宁省锦州市市场监督管理局网站消息，近期，锦州市市场监督管理局组织开展了2025年洗手液等产品质量监督抽查。现将有关情况 通报如下。 一、抽查总体情况 本次抽查共抽检无人机、塑料膜袋、学生校服等产品100批次，其中生产企业27家32批次，经销单位54家68批次。经检验，生产企业2家2批次不合格，产品 不合格发现率为6.3%，销售单位5家5批次不合格，产品不合格发现率为7.4%。 二、抽查结果分析 （一）洗手液。本次监督抽查依据GB/T 34855-2017《洗手液》等国家标准及有关要求，对洗手液的总有效物、菌落总数、稳定性等项目进行了检验。本次 抽查未发现产品质量问题。 （二）儿童及婴幼儿服装。本次监督抽查依据GB/T 39508-2020《针织婴幼儿及儿童服装》等国家标准及有关要求，对儿童及婴幼儿服装甲醛含量、纤维含 量、pH值等项目进行了检验，本次抽查未发现产品质量 ...

Core Viewpoint - North New Building Materials Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decrease in revenue and net profit for the year ending September 2025, indicating potential challenges ahead for the company [2][3]. Financial Performance - As of December 31, the company reported a revenue of 19.905 billion yuan for the period from January to September 2025, a year-on-year decrease of 2.25% [2]. - The net profit attributable to shareholders for the same period was 2.586 billion yuan, reflecting a year-on-year decline of 17.77% [2]. Stock Performance - On January 8, the stock price increased by 2.05%, reaching 25.88 yuan per share, with a trading volume of 384 million yuan and a turnover rate of 0.89% [1]. - Year-to-date, the stock has risen by 3.64%, with a 4.44% increase over the last five trading days and a 6.15% increase over the last 20 days [1]. Shareholder Information - As of December 31, the number of shareholders decreased to 69,000, a reduction of 1.43% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.45% to 24,485 shares [2]. Dividend Distribution - Since its A-share listing, the company has distributed a total of 9.562 billion yuan in dividends, with 3.979 billion yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 160 million shares, a decrease of 17.0699 million shares from the previous period [3]. - Other notable institutional shareholders include Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, both of which have seen reductions in their holdings [3].

Core Viewpoint - RPM International Inc. is a significant player in the specialty chemicals industry, focusing on profitability and valuation while facing competition from large-cap firms like Ecolab [1] Group 1: Stock Performance and Analyst Expectations - The consensus price target for RPM's stock is stable at an average of $125.5, slightly down from $127 last year, indicating consistent analyst expectations [2][5] - RPM's stock has declined by 6.5% since its last earnings report, leading analysts to reassess their forecasts ahead of the crucial second-quarter earnings announcement [3][5] Group 2: Ownership and Market Confidence - Institutional and insider ownership of RPM stands at 81%, reflecting strong confidence from major stakeholders [4][5] - Despite challenges such as tariff-related costs, RPM's sales growth driven by acquisitions presents a cautiously optimistic outlook [4]

Core Viewpoint - North New Building Materials Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decrease in revenue and net profit for the year ending September 2025, indicating potential challenges ahead for the company [1][2]. Financial Performance - As of December 31, North New Building Materials reported a revenue of 199.05 billion yuan for the period from January to September 2025, reflecting a year-on-year decrease of 2.25% [2]. - The company's net profit attributable to shareholders was 25.86 billion yuan, down 17.77% compared to the previous year [2]. Stock Performance - On January 6, the stock price increased by 2.06%, reaching 25.79 yuan per share, with a trading volume of 4.94 billion yuan and a turnover rate of 1.15% [1]. - Year-to-date, the stock has risen by 3.28%, with a 4.20% increase over the last five trading days and a 2.79% increase over the last 20 days [1]. Shareholder Information - As of December 31, the number of shareholders decreased by 1.43% to 69,000, while the average circulating shares per person increased by 1.45% to 24,485 shares [2]. - The company has distributed a total of 95.62 billion yuan in dividends since its A-share listing, with 39.79 billion yuan distributed over the last three years [3]. Major Shareholders - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 160 million shares, a decrease of 17.07 million shares from the previous period [3]. - Other notable shareholders include Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, both of which have seen reductions in their holdings [3].

1月4日，市场监管总局等九部门修订发布《绿色产品认证与标识管理办法》。这是我国首次对绿色产品 认证活动系统性作出全面、统一规范。其中立足"统一产品目录、统一评价标准、统一认证规则、统一 产品标识"原则，清晰界定绿色产品全项认证与分项认证的适用场景。 截至目前，绿色产品认证目录共覆盖包括轮胎、涂料、防水密封及隔热材料等122种与消费者密切相关 的产品，有效认证证书已近4万张。 ...

北新建材在细分领域有哪些表现突出的需求？对于 2026 年的需求展望如何？ 在细分领域中，石膏板近年来在存量市场、二次翻新、二次装修以及家装方面 表现突出。这些领域的增速快于整体增速，公司一直在推动从公装向家装转型， 并且渠道下沉工作也在持续进行。此外，新产品研发和创新方面，今年前三季 度的新产品增速超过 90%。尽管占比不高，但未来占比将不断提升。 对于防 水业务，公司并购了远大洪雨，并继续追求规模、质量和效益均衡发展。今年 公司成立了民建事业部和修缮事业部，并推出了修缮小程序，这两项业务今年 前三季度增长率达到 80%-90%。 涂料业务自去年并表以来，从零售到家装等 各方面表现良好，并且渠道下沉工作也在开展中。 对于 2026 年，公司认为房 地产市场可能会逐步筑底回升，对石膏板业务充满信心，预计其量价将有所突 破，有望达到 38 亿至 40 亿平方米。防水行业预计仍会延续近年来的趋势，中 小企业退出后头部企业市场份额将提升，公司将在质量、份额和效益上继续保 持增长态势。涂料业务预计明年仍能保持双位数增长。 北新建材 20251230 摘要 北新建材石膏板业务在家装、存量翻新等细分领域表现突出，增速超过 ...

SILE 6 eller. 4 t 2017 71 r N s 1 y . 7 12月29日，广信材料发布公告称，公司全资子公司江西广臻感光材料有限公司收到龙南市应急管理局相关备案意见回复，募投项目"年产5万吨电子感光材料 及配套材料项目"之"11300t/a自制树脂及7000t/a内层油墨"已获同意备案，后续将严格依规有序组织生产，保障生产安全。 据公告披露，该募投项目实施主体为江西广臻，整体项目分为4个子项目，本次涉及募集资金使用的主要为PCB光刻胶（PCB油墨）、涂料、自制树脂3个子 项目，各子项目进展情况如下： 据悉，该募投项目整体达产后，将进一步丰富广信材料在PCB、显示、光伏、3C消费电子、汽车、海洋工程、工业重防腐、功能膜材及金属包装等领域的 相关材料产业布局，扩大产能空间与产品服务辐射范围，助力公司提升市场竞争力和综合实力，符合公司战略规划及全体股东利益。 · 自制树脂12,000t/a（系PCB光刻胶等成品的重要原材料）：2025年4月取得试生产批复，2025年12月获龙南市应急管理局正式生产批复。 · 涂料15,000t/a（含UV涂料8,000t/a、水性涂料2,000t/a、配套材料5 ...

Core Viewpoint - Matsui Group's stock price has shown significant growth this year, with a 36.71% increase, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of December 30, Matsui Group's stock price rose by 2.14% to 38.16 CNY per share, with a trading volume of 51.90 million CNY and a turnover rate of 0.89%, resulting in a total market capitalization of 5.969 billion CNY [1]. - The stock has increased by 1.03% over the last five trading days, 19.40% over the last 20 days, and 6.35% over the last 60 days [2]. Group 2: Company Overview - Matsui New Materials Group Co., Ltd. was established on March 20, 2009, and went public on June 9, 2020. The company focuses on high-end consumer electronics and automotive sectors, providing a range of solutions including coatings and specialty inks [2]. - The company's revenue composition includes coatings (90.98%), inks (4.97%), and adhesives and others (4.05%) [2]. - Matsui Group operates within the basic chemicals industry, specifically in the chemical products sector, focusing on coatings and inks [2]. Group 3: Financial Performance - For the period from January to September 2025, Matsui Group reported a revenue of 553 million CNY, reflecting a year-on-year growth of 5.05%. However, the net profit attributable to shareholders decreased by 64.68% to 25.16 million CNY [2]. - The company has distributed a total of 131 million CNY in dividends since its A-share listing, with 75.17 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 4,629, up by 45.80% from the previous period, while the average circulating shares per person decreased by 3.97% to 33,793 shares [2]. - Hong Kong Central Clearing Limited is the tenth largest circulating shareholder, holding 2.4555 million shares as a new shareholder [3].

建材行业 2026 年度投资策略 20251229 摘要 建材行业投资策略转向阿尔法驱动，关注市占率提升带来的业绩增长， 如三棵树、兔宝宝、东方雨虹和汉高集团，预计业绩增长在 20%~30% 之间。 出海链方面，看好非洲建材市场，受益于人口和城镇化红利及美国降息 周期，重点关注科达制造和华新建材，预计未来三年华新建材复合增速 超过 30%，科达制造瓷砖业务增速在 10%以上，加上扩品类后海外销 量增长在 15%~20%。 AI 链条中，看好 AI PCB 环节的电子布材料，公司如菲利华和中材科技 表现突出，预计中材科技 2026 年的目标市值可达 800 亿，到 2027 年 有望达到 900~1,000 亿。 预计 2026 年整体房地产销售面积将达到 6 亿平米，同比下降 10%左右， 建材需求平均下滑幅度在 3%至 5%，但翻新需求将支撑总需求，看好涂 料、板材、家具五金等赛道。 建材行业供给端持续收缩，截至 2024 年累计下降约 30%，龙头企业竞 争力增强，通过价格战与品牌竞争获得市占率提升，企业经营拐点可能 早于行业整体拐点出现。 建材行业供给端情况如何？ 从供给端来看，根据公开数据，截至 20 ...