《好材料选材通则》明年1月1日起实施 要建好房子，用好材料，标准是关键。记者了解到，中国建筑材料联合会已发布我国首个《好材料选材通则》（以下简称《通则》），作为建材行业首个好 材料选材标准，将于2026年1月1日起正式实施，从源头上为好房子用材提供统一技术标准，切实保障百姓居住品质。 《通则》明确了选材基本原则、指标体系、分级规则与标识要求，聚焦健康、安全、绿色、优质四大核心指标：健康指标严控挥发性有机物、抗菌防霉等性 能；安全指标覆盖防火、抗震、耐久性等要求；绿色指标强调全生命周期节能降碳；优质指标关注材料性能提升与质量追溯。 在数智转型方面，"AI+建材"成为行业升级新方向，2024年建材行业关键工序数控化率达到66.5%，智能化转型正在加快。"十四五"以来，建材行业共发布国 家标准393项、行业标准497项，牵头制定国际标准19项，并提出以优化升级传统建材产业、培育壮大无机非金属新材料产业、整合提升非金属矿产资源产 业，作为行业高质量发展的三大引擎。 中国建筑材料联合会会长 阎晓峰：中国建筑材料联合会已经制定由发展质效、创新能力、绿色低碳等30多项定量定性指标构成的行业高质量发展指标体 系，以此引导行业 ...

证券日报网讯长海股份（300196）11月14日在互动平台回答投资者提问时表示，公司主营业务为玻纤制 品及玻纤复合材料的研发、生产和销售。公司将加强与供应商的沟通，与原材料供应商建立战略合作关 系，及时关注原材料市场行情及价格波动，根据原材料价格上涨趋势适时调整公司产品价格，降低公司 成本压力，减少原材料价格波动对公司经营业绩的影响。 ...

Core Insights - The company has demonstrated resilience and transformation momentum despite market challenges, with a total revenue of 1.197 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 6.03% [1] - The company's gross margin improved to 10.1%, an increase of 2.54% year-on-year, indicating enhanced profitability and cost control [2][7] Financial Improvement - The net profit attributable to shareholders was -64.45 million yuan, showing a year-on-year increase of 19.96%, while the net profit excluding non-recurring gains and losses was -61.95 million yuan, up 27.39% year-on-year [2] - Total expenses, including sales, management, and financial expenses, decreased by 5.35% year-on-year to 95.29 million yuan, representing 7.96% of total revenue [2] - Interest-bearing liabilities decreased by 27.50% year-on-year to 145 million yuan, indicating improved financial stability [2] Business Foundation - Established in 2004, the company has over 20 years of technological accumulation, focusing on R&D innovation as its core competitive advantage [3] - The company holds multiple invention and utility model patents, creating a solid technological barrier in functional materials and precision structural components [3] - Key products include thermal management, electrical shielding, and cushioning seals, with established partnerships with major manufacturers like Samsung and BYD [3] Future Layout - The company has initiated strategic investments in the new energy sector, including the establishment of Shenzhen Zhisheng Energy Technology Co., Ltd., focusing on energy storage and battery manufacturing [4] - In new materials, the company is developing PMMA+PC composite materials and fiberglass composites for various emerging applications [4] - The company has increased R&D investment in precision optics, completing a strategic investment in Shenzhen Montong Intelligent Technology Co., Ltd. to expand into AR/VR optical components [4] Growth Trajectory - The company's diversification into emerging sectors is gradually transforming its revenue structure, injecting new growth momentum for the future [5] - With the recovery of the global consumer electronics market and the continuous growth of new industries, the company is positioned to leverage its technological accumulation and customer resources to improve operational performance [7]

Core Insights - The company reported a revenue of 1.405 billion yuan for the first half of 2025, marking a year-on-year increase of 28.04%, with a net profit attributable to shareholders of 132 million yuan, up 25.32%, indicating strong growth driven by both consumer electronics and new energy sectors [2][3] Consumer Electronics Business - The consumer electronics segment generated revenue of 807 million yuan, reflecting a year-on-year growth of 5.91%, with structural components particularly strong, achieving 432 million yuan in revenue, a significant increase of 39.07% [2] - The company is enhancing its major client strategy to increase project share with core customers and is actively expanding the application of fiberglass composite materials in new scenarios such as tablet computers and mobile phone battery covers [2] - To capitalize on the surge in demand for edge AI hardware, the company strategically acquired carbon fiber firm Wistad to accelerate the development of a comprehensive "fiberglass-carbon fiber" solution, aiming to become a provider of lightweight material solutions for edge AI [2] New Energy Business - The new energy segment emerged as a key growth driver, achieving revenue of 585 million yuan, a substantial year-on-year increase of 81.32% [3] - Since its strategic entry into the new energy sector in 2022, the company has successfully integrated into the supply chains of leading clients in power batteries, vehicle manufacturing, and energy storage systems [3] - The company is upgrading its product structure from basic components to high-value products, expanding application scenarios from battery systems to core components like electric drives and vehicle lights [3] - By transferring precision manufacturing capabilities from the consumer electronics sector to the new energy business, the company aims to enhance cost efficiency and improve profitability through smart manufacturing upgrades [3] - Additionally, the company announced that its wholly-owned subsidiary, Ruichuang Future, plans to invest 42 million yuan in an AI venture capital fund, representing 48.27% of the fund's total subscription amount, demonstrating its strategic commitment to the AI sector [3]