转自：前瞻产业研究院 行业主要上市公司：中国巨石(600176);中材科技(002080);长海股份(300196);国际复材(301526);山东玻纤 (605006);宏和科技(603256);九鼎新材(000834)等 本文核心数据：中国电子级玻璃纤维产量;上市公司电子级玻璃纤维产量;上市公司电子级玻璃纤维销量 电子级玻璃纤维概述 从上市公司国际复材和宏和科技的电子布/纱产量看，2024年国际复材电子布产量2.16亿米，同比增长 2.37%;宏和科技电子布产量为2.03亿米，同比上升7.98%，电子纱产量0.86万吨，同比增长8.86%。 电子级玻璃纤维由叶腊石、高岭土、方解石、硼钙石、硅砂等原料混合，输送至温度高达1600℃的窑炉 之中加热成玻璃液，再经铂金漏板高速拉成玻璃纤维单丝，最后经合捻成制成的玻璃纱。由于电子纱具 备优异的耐热性、耐化学性、耐燃性以及电气及力学性能，主要用于覆铜板等产品的制造。 电子级玻璃纤维上游为叶腊石等原材料，中游包括电子纱、电子布等产品，下游主要包括覆铜板、印刷 电路板等产品。 电子级玻璃纤维供需分析： ——供给分析：2024年电子纱总产量上升至80.9万吨 2020-2 ...

人民财讯12月15日电，国际复材（301526）近日在机构调研中表示，公司电子级玻璃纤维生产线设备更 新及数智化提质增效项目，目前整体推进顺利，各项工作均按计划有序开展。项目现已进入最后的收尾 阶段，预计本月中下旬可达到点火条件。 ...

证券代码：301526 证券简称：国际复材 重庆国际复合材料股份有限公司 投资者关系活动记录表 编号：2025-010 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □新闻发布会 □现场参观 □业绩说明会 □路演活动 □其他 (请文字说明其他活动内容) 参与单位名称及 人员姓名 华福证券股份有限公司：魏征宇 天风证券股份有限公司：鲍荣富 长江证券股份有限公司：董超 国金证券股份有限公司：赵铭 申万凌信基金公司：刘毅男 华源大制造基金公司：林高凡 时间 2025 年 12 月 8 日-9 日 地点 公司会议室 上市公司接待人 员姓名 副总经理、董事会秘书：黄敦霞 财务部、运营管理部、董事会办公室相关人员 投资者关系活动 主要内容介绍 现场交流环节主要内容如下： 近期机构调研中公司回答过的问题，本次活动披露文件中 未做重复介绍。 1.基于目前的经营情况，公司是否还有新的增产规划？ 公司目前玻纤纱年产能约为 125 万吨。根据已披露的规 划，预计将于年内完成"8.5 万吨电子级玻璃纤维生产线设备更 新及数智化提质增效项目"的建设与投产（详见公司 2024-044 号公告）。项目投产后，将进一步提 ...

Core Insights - The event "Supply Renewal Journey, Service Leap New Stage - 2025 Henan Province New Service and Supply Brand Construction Exchange Activity" showcased a variety of innovative and diverse brands from Henan, highlighting the province's vibrant economic landscape [1][30] - The exhibition featured prominent brands such as Mixue Ice City and Henan Museum's cultural products, demonstrating the integration of modern consumer needs with traditional heritage [5][8] Group 1: Brand Highlights - Mixue Ice City, a globally recognized tea beverage chain, has established a comprehensive control over its entire supply chain, creating an efficient and replicable business model for fresh tea drinks [5] - Henan Museum's cultural innovation showcased sub-brands like "Yulai Yuchao" and "Bohua Yatang," transforming six thousand years of history into accessible and consumable products, emphasizing their role as pioneers in cultural product development and intellectual property protection [8] - The exhibition also featured innovative technologies such as "naked-eye 3D + XR" to bring ancient oracle bone inscriptions to life, enhancing the cultural tourism experience [12] Group 2: Product Innovations - Various food products were highlighted, including Shan Yao powder and Huai Ju tea from Sanhua Tang, which integrate traditional Chinese medicine into modern lifestyles [16] - The "Little Pear Sister" series from Ningling Guoyuan Gong and traditional sour and spicy noodles from Shedian Ancient Town reflect the blend of traditional flavors with contemporary fast-food settings [16] Group 3: Technological Advancements - Power Diamond, a leader in the cultivated diamond industry, is building a new development ecosystem that integrates smart manufacturing, creative design, and brand sales [19][22] - Henan Guangyuan New Materials Co., Ltd. showcased electronic-grade glass fiber, essential for advanced electronic devices, indicating the company's focus on high-tech materials [26] - Henan Xuanshi Tool Co., Ltd. is transitioning from traditional manufacturing to an integrated model of R&D, production, and sales, aiming for global expansion [26] Group 4: Overall Impact - The exhibition served as a significant platform for brand exchange and industrial collaboration, showcasing Henan enterprises' achievements in industrial upgrading, cultural transformation, and technological innovation [30]

Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2024, aimed at improving operational quality and profitability, thereby enhancing investment value and protecting investors' rights [1][2]. Group 1: Company Development and Operational Quality - The company focuses on structural optimization and production-sales coordination, targeting growth markets and customers, with an increased proportion of high-end products [2]. - The company has launched a zero-carbon intelligent manufacturing base in Huai'an, which includes a 233MW wind power project, reinforcing its position in the electronic-grade glass fiber market [3]. - The company has achieved significant milestones in innovation, including 125 patent authorizations in a year, with a focus on automation and production efficiency [4]. Group 2: Governance and Investor Relations - The company is committed to enhancing its governance structure, ensuring compliance with laws and regulations, and protecting the rights of investors, particularly minority shareholders [6][7]. - The company has organized multiple shareholder meetings and board meetings, ensuring compliance with relevant regulations and enhancing transparency [7]. - The company emphasizes high-quality information disclosure, having published 85 announcements in 2024 to improve clarity and accessibility for investors [8][9]. Group 3: ESG Management and Sustainable Development - The company has made significant strides in ESG management, achieving an MSCI ESG rating of "A" and a Wind ESG rating of "AA" [10]. - The company has published its first "Double Carbon" work outline and received the industry's first carbon management system certification, demonstrating its commitment to sustainability [10][11]. Group 4: Investor Returns and Profit Distribution - The company has a robust profit distribution policy, committing to a cash dividend of at least 30% of net profit attributable to shareholders, with a total cash dividend of 10.574 billion yuan since its listing [12]. - In 2025, the company plans to distribute cash dividends amounting to approximately 960.75 million yuan, representing 39.30% of net profit, marking the highest payout ratio in nearly eight years [12].

Group 1 - The stock price of International Composite Materials closed at 6.23 yuan on August 21, down 0.19 yuan, a decrease of 2.96% from the previous trading day [1] - The trading volume on that day was 1,597,800 hands, with a transaction amount of 1 billion yuan, and a turnover rate of 11.38% [1] - The stock reached a high of 6.45 yuan and a low of 6.15 yuan during the day, with a fluctuation of 4.67% [1] Group 2 - International Composite Materials specializes in the research, production, and sales of glass fiber and its products, which are widely used in construction materials, transportation, and electronics [1] - The product line includes various types of glass fiber, such as alkali-free glass fiber and electronic-grade glass fiber [1] Group 3 - On August 21, the stock experienced a rapid decline in the morning session, with a drop of over 2% within 5 minutes [1] - By 9:40 AM, the stock price was reported at 6.32 yuan, with a transaction volume of 136 million yuan [1] Group 4 - In terms of capital flow, on August 21, the net outflow of main funds was 146 million yuan, accounting for 1.67% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 216 million yuan, representing 2.47% of the circulating market value [1]

Core Viewpoint - The company emphasizes the significance of its electronic-grade glass fiber as a crucial material in the electronics industry, particularly for printed circuit boards (PCBs) [1] Group 1: Product Features - The electronic-grade glass fiber produced by the company exhibits excellent electrical insulation properties, outstanding fire resistance, and superior aging resistance [1] - The company has independently developed low-dielectric glass fiber for 5G applications, which has been utilized in high-end mobile phones and key wave-transmitting products for 5G high-frequency communication [1]

Core Viewpoint - The company, International Composite Materials (301526.SZ), emphasizes the significance of its electronic-grade glass fiber as a fundamental material in the electronics industry, particularly for printed circuit boards (PCBs) [1] Group 1: Product Features - The electronic-grade glass fiber produced by the company exhibits excellent electrical insulation properties, outstanding fire resistance, and remarkable aging resistance [1] - The company has independently developed low-dielectric glass fiber for 5G applications, which has been utilized in high-end mobile phones and key wave-transmitting products for 5G high-frequency communication [1]

Group 1 - The company has confirmed that its low dielectric glass fiber can be used in the PCB field, highlighting its importance as a fundamental material in the electronics industry [2] - The electronic-grade glass fiber produced by the company exhibits excellent electrical insulation properties, outstanding fire resistance, and remarkable aging resistance [2] - The company's independently developed low dielectric glass fiber for 5G applications has already been utilized in high-end mobile phones and key wave-transmitting products for 5G high-frequency communication [2]