处 雷达财经 文|冯秀语 编|李亦辉 天眼查资料显示，九鼎新材成立于1994年06月30日，注册资本65163.6241万人民币，法定代表人顾清波，注册地址为如皋市中山东路1号。主营业务为特种 玻璃纤维及其制品、玻璃纤维增强复合材料的研发、制造、销售。 目前，公司董事长为顾清波，董秘为缪振，员工人数为3111人，实际控制人为顾清波。 6月23日，江苏九鼎新材料股份有限公司（证券简称：九鼎新材，证券代码：002201）公告，公司因涉嫌信息披露违法违规被中国证券监督管理委员会立案 调查。公司未及时披露控股股东及其一致行动人股票被冻结及拟拍卖的重大事件和进展情况，违反了《证券法》和《上市公司信息披露管理办法》的相关规 定。 江苏监管局决定对公司给予警告，并处以一百二十万元罚款；对时任董事长、董事会秘书王文银给予警告，并处以一百万元罚款。公司表示此次处罚不触及 重大违法强制退市的情形，生产经营正常，并向投资者致歉，承诺加强合规管理。 值得关注的是，2024年5月24日，正威新材发布关于收到中国证券监督管理委员会立案告知书的公告。 正威新材于该日收到中国证券监督管理委员会下发的《立案告知书》（编号：证监立案字01020 ...

Core Viewpoint - The company, Shandong Fiberglass Group Co., Ltd., reported a decline in revenue and a shift to net losses in 2024, primarily due to decreased sales prices and volumes in the fiberglass sector, amidst an oversupplied market [1][6][7]. Financial Performance - In 2024, the company achieved operating revenue of 2.006 billion yuan, a year-on-year decrease of 8.89% [1]. - The net profit attributable to shareholders was -99 million yuan, a significant decline from the previous year [1][7]. - The cash flow from operating activities was 162 million yuan, down 70.40% year-on-year, mainly due to increased cash payments for goods and services [1]. Customer and Supplier Information - The company disclosed its major customers and suppliers, indicating stable operations with normal payment terms [2][3]. - Key customers included Shanghai Songou New Materials Co., Ltd. and Guangzhou Bangju New Materials Co., Ltd., with sales revenues of 65.18 million yuan and 50.30 million yuan, respectively [2]. Industry Context - The fiberglass industry in China is experiencing overcapacity, with production capacity reaching 6.7 million tons and total output at 7.23 million tons by the end of 2023 [6]. - The average selling price of fiberglass yarn decreased by 225.64 yuan per ton in 2024, contributing to revenue loss [6][20]. - The market for fiberglass remains competitive, particularly in low-end products, while high-end applications like wind energy are expected to grow [6][18]. Cost Structure and Profitability - The cost structure for fiberglass yarn in 2024 showed direct materials accounting for 39.45% and energy costs for 23.60% [8]. - The decline in profitability was attributed to both lower sales prices and reduced sales volumes, with a total sales volume of 443,300 tons in 2024, down 8.09% from 2023 [20]. Future Outlook and Strategies - The company plans to enhance its product mix by focusing on high-end products such as wind energy yarn, which is expected to see increased demand [9][18]. - Strategies include optimizing operational costs, improving product margins, and expanding into international markets [9][10].

证券之星消息，截至2025年6月17日收盘，国际复材(301526)报收于3.66元，下跌0.81%，换手率1.0%， 成交量14.1万手，成交额5164.67万元。 6月17日的资金流向数据方面，主力资金净流出1016.46万元，占总成交额19.68%，游资资金净流入 331.81万元，占总成交额6.42%，散户资金净流入684.65万元，占总成交额13.26%。 国际复材2025年一季报显示，公司主营收入18.69亿元，同比上升21.68%；归母净利润5267.48万元，同 比上升176.96%；扣非净利润4437.66万元，同比上升152.71%；负债率57.33%，投资收益-80.55万元， 财务费用3212.22万元，毛利率14.9%。国际复材（301526）主营业务：玻璃纤维及其制品研发、生产、 销售。 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额被定义为资金流出。当天两者的差额即是当天两种力量相抵之后 剩下的推动股价上升的净 ...

| | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净占比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-05-30 | 3.63 | -1.36% | -808.76万 | -12.88% | 204.98万 | 3.27% | 603.78万 | 9.62% | | 2025-05-29 | 3.68 | 2.51% | + 402.07万 | 5.18% | -790.55万 | -10.18% | 388.47万 | 5.00% | | 2025-05-28 | 3.59 -3.49% | | -856.34万 | -8.82% | -215.57万 | -2.22% | 1071.90万 | 11.04% | | 2025-05-27 | 3.72 0.27% | | -419.15万 | -7.57% | -263.24万 | -4.75% | 682.38万 | 12.32% | | 2025-05-26 | 3.71 0.82% | | -356.67万 ...

金十期货图示 一图看懂海关总署2025年4月重要大宗商品进口月报。 | 看产业链数据 · 到 3 金十期货 | | | | | | --- | --- | --- | --- | --- | | 关总署 | | | 2025年4月 | | | 、宗商品进口月报 | | | | | | 商品名称 | 4月 | 1-4月累计 | 比去年 同期土 | 累计比去年 同期土% | | 0/0 | | | | | | 鳞 农副产品 | | | | | | 大豆(万吨) | 608 | 2319 | -29.1 | -14.6 | | 食用植物油(厉喊) 480) 量子 203 -2.5 | | | | -11.8 | | 豆油(万吨) | 0 | 2 | -75.9 | -69.5 | | 棕榈油(万吨) | 16 | 54 | 6.4 | -22.8 | | 菜子油及芥子油(万吨) 明倩 18 | | 16 191 | 18.4 | 35.6 | | 食糖(万吨) | 13 | 28 | 148.5 | -77.3 | | 棉花(万吨) | 6 | 40 | -82.2 | -71.1 | | ● 矿砂及金属 | | ...