证券日报网1月9日讯，蒙娜丽莎（002918）在接受调研者提问时表示，公司以"大瓷砖、大建材、大家 居"为发展战略，做强做大陶瓷主业，以"打造百年蒙娜丽莎"为目标，国内庞大的房地产存量市场仍蕴 含着很大需求。同样，瓷砖市场虽经历多轮回调，仍保持着相当规模的市场容量。目前，陶瓷头部企业 的市场占有率整体仍处于较低水平，总体看，还是会有很多机会。无论是瓷砖还是建材家居企业，当前 所面临的周期环境是相当的，公司在风险可控的前提下开展了一些财务性投资，目前相关投资对公司整 体业绩影响有限。后续如发生重大投资，公司将严格按照法律法规及时履行信息披露义务。 ...

格隆汇12月31日丨靛蓝星(08373.HK)公告，公司为一间投资控股公司，其营运附属公司主要于新加坡从 事钢筋混凝土工程(包括钢筋工程、模板搭建及混凝土工程)、瓷砖贸易及作为与瓷砖相关建筑承包商， 并于香港从事流动电话及配件贸易。于本公告日期，尽管公司股份暂停买卖，集团业务营运在所有重大 方面仍维持正常运作。股份继续暂停买卖。 ...

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 ...

01 广西、山东、河北等多地 陶企宣布涨价 临近年关，陶瓷行业迎来一轮集中调价。近期，山东、河北、四川、广西、重庆等多个产区陆续有陶企发布涨价通知，瓷砖及西瓦产品均出现不同幅度上 调。 | 产品类别 | 第级 | 上调单价 | | --- | --- | --- | | 800*800 薄款 | 优等 | 0.5 元/片 | | 800*800 厚款 | 优等 | 0.5 元/片 | | 800*800 超白款 | 优等 | 0.5 元/片 | 从企业公告及业内反馈来看，涨价原因主要集中在两方面：一是进入采暖季后，天然气等能源价格季节性上涨，叠加原材料成本上行，企业生产压力加大； 二是部分经营承压企业提前停产或减产，导致订单向仍在生产的企业集中，短期内供需结构发生变化。 | 产品类别 | 等级 | 上调单价 | | --- | --- | --- | | 400*800 轻奢中板 | 优等 | 0.2 元/片 | | 600*600 通体大理石 | 优等 | 0.2 元/片 | | 800*800 超耐磨大理石 | 优等 | 0.3 元/片 | | 600*1200 中型兴板 | 优等 | 0.5 元/片 | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001322 证券简称：箭牌家居 公告编号：2025-072 箭牌家居集团股份有限公司 关于独立董事候选人 取得独立董事培训证明的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 箭牌家居集团股份有限公司（以下简称"公司"）于2025年12月9日召开公司第二届董事会第二十二次会 议，审议通过了《关于董事会换届及提名第三届董事会独立董事候选人的议案》，提名杨玉成先生为公 司第三届董事会独立董事候选人，并拟提交将于2025年12月25日召开的公司2025年第二次临时股东会审 议。 截至公司2025年第二次临时股东会通知发出之日即2025年12月10日，杨玉成先生尚未取得独立董事资格 证书。根据深圳证券交易所的相关规定，杨玉成先生已书面承诺将参加最近一次独立董事培训并取得深 圳证券交易所认可的独立董事资格证书。具体内容详见公司于2025年12月10日在巨潮资讯网 （www.cninfo.com.cn）披露的《公司独立董事候选人关于参加独立董事培训并取得独立董事资格证书 的承诺书（杨玉成）》。 近日，公司 ...

Group 1 - The report highlights that the building materials industry has shown a strong performance since 2025, particularly in fiberglass, cement, and refractory materials, benefiting from significant price increases and improved supply-demand dynamics [1][12][14] - The consensus on "anti-involution" among companies has led to supply reductions or maintenance, while structural demand growth is observed in specific segments such as specialty electronic fabrics in fiberglass and overseas market expansion in cement [1][12] - The report anticipates that the building materials industry will continue to present structural opportunities in 2026, with specific focus on segments like float glass, tiles, pipes, and sanitary ware, which are still in the process of bottoming out [1][12] Group 2 - The report indicates that the cement industry is expected to see a profit recovery in 2025, with the profit turning point occurring before revenue, driven by capacity management and a decrease in coal prices [5][6][12] - The overseas market for cement is highlighted as a key growth area, with significant projects expected to contribute to earnings in 2026, such as Huaxin Cement's project in Malawi and West Cement's project in Uganda [5][6][12] - The fiberglass sector is projected to experience significant profit recovery, with multiple rounds of price increases and expanding demand from downstream applications, particularly in wind energy and electric vehicles [5][6][12] Group 3 - The report notes that the float glass sector continues to face challenges, with high inventory levels and weak demand leading to price pressures, while the industry is expected to undergo a reshuffling due to cost differentiation [6][12][25] - The report emphasizes the importance of focusing on leading companies in the building materials sector that possess strong brand competitiveness, scale advantages, and well-established distribution channels to capture dual benefits of market share growth and profit improvement [6][12][25] - Investment recommendations include focusing on leading companies in various segments such as waterproof materials, coatings, pipes, and tiles, as well as cement companies with strong cash flow and dividend commitments [6][12][25]

Core Viewpoint - Dongpeng Holdings (003012) has recently announced the acquisition of 15 invention patent certificates from the National Intellectual Property Administration, which will enhance its competitive edge in the market [1] Group 1: Patent Achievements - The patents cover technologies related to the application of lithium tailings in ceramic tile production, solid waste recycling technology, anti-slip and antibacterial tiles, smart toilets, and ecological stone production technology [1] - These patents are either already applied or will soon be applied in production, which is beneficial for protecting intellectual property rights [1] Group 2: Competitive Advantage - The acquisition of these patents is expected to help maintain technological leadership and improve the company's core competitiveness in the industry [1]

每经AI快讯，东鹏控股（SZ 003012，收盘价：6.91元）12月5日晚间发布公告称，广东东鹏控股股份有 限公司及控股公司于近日取得由国家知识产权局颁发的15项发明专利证书。截至本公告披露日，公司及 控股子公司累计共取得各类型专利2546项，现有各类型有效专利1328项。专利名称分别为"一种基于锂 尾矿的陶瓷坯料、陶瓷砖及其制备方法""一种具有防滑作用的防污哑光仿古砖及其制备方法"等。 （记者 曾健辉） 2025年1至6月份，东鹏控股的营业收入构成为：瓷砖占比84.69%，洁具占比12.67%，其他占比2.63%。 截至发稿，东鹏控股市值为80亿元。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 ...

Core Viewpoint - MOS HOUSE (01653.HK) reported a decline in net profit for the six months ending September 30, 2025, amounting to approximately HKD 3 million, a decrease of about 39.2% compared to HKD 5 million for the same period ending September 30, 2024 [1] Financial Performance - The total revenue for the group was approximately HKD 58.9 million for the six months ending September 30, 2025, which represents a decrease of about 6.2% from HKD 55.4 million for the same period in 2024 [1] - The decline in profit was primarily attributed to a reduction in gross profit from the sale of tiles and sanitary ware by approximately HKD 600,000 [1] - The group's share of results from an associated company decreased by approximately HKD 2 million [1] - Other income decreased by approximately HKD 4.4 million, related to the sale of solar panels and early termination of leases [1]

Group 1 - The core point of the article is that Dongpeng Holdings has completed its share repurchase plan, acquiring approximately 17.33 million shares, which is 1.5% of the total share capital, with a total expenditure of about 107 million RMB [1] - The share repurchase occurred between January 23, 2025, and October 28, 2025, with the lowest transaction price at 5.65 RMB per share and the highest at 7.45 RMB per share [1] - As of the first half of 2025, Dongpeng Holdings' revenue composition is as follows: tiles account for 84.69%, sanitary ware for 12.67%, and others for 2.63% [1] Group 2 - As of the report, Dongpeng Holdings has a market capitalization of 8 billion RMB [2]