Workflow
药用玻璃
icon
Search documents
力诺药包10月9日获融资买入758.42万元,融资余额1.61亿元
Xin Lang Cai Jing· 2025-10-10 01:33
截至6月30日,力诺药包股东户数1.11万,较上期增加17.08%;人均流通股21522股,较上期减少 12.16%。2025年1月-6月,力诺药包实现营业收入4.99亿元,同比减少11.07%;归母净利润4096.75万 元,同比减少20.12%。 分红方面,力诺药包A股上市后累计派现1.39亿元。近三年,累计派现9217.77万元。 机构持仓方面,截止2025年6月30日,力诺药包十大流通股东中,国泰聚信价值优势灵活配置混合A (000362)位居第六大流通股东,持股590.00万股,相比上期减少155.00万股。国泰金牛创新成长混合 (020010)位居第九大流通股东,持股287.00万股,相比上期减少53.00万股。国泰医药健康股票A (009805)位居第十大流通股东,持股278.55万股,为新进股东。 责任编辑:小浪快报 10月9日,力诺药包涨0.29%,成交额6493.74万元。两融数据显示,当日力诺药包获融资买入额758.42 万元,融资偿还1330.57万元,融资净买入-572.15万元。截至10月9日,力诺药包融资融券余额合计1.61 亿元。 融资方面,力诺药包当日融资买入758.42万元 ...
旗滨集团20250925
2025-09-26 02:28
旗滨集团 20250925 摘要 光伏玻璃收入逼近浮法玻璃,预计 2025 年超越,旗滨集团光伏玻璃产 能迅速扩张,2024 年产量超 4 亿平米,预计 2025 年达 6 亿平米,扩 张速度显著。 反内卷政策推动光伏及浮法玻璃价格上涨,工信部座谈会后价格上调, 反映企业修复盈利诉求,但浮法玻璃行业集中度低,市场化出清为主, 政策或加速行业整合。 能效标杆政策提高行业能效标准,促使企业技术改造,加速不达标企业 退出,优化产业结构,提升竞争力,对小型或高成本企业构成挑战。 旗滨集团光伏玻璃规模已达行业第三,单线规模领先,成本控制受益于 石英砂自给率和天然气直供,浮法玻璃经验亦有助益,良品率高于行业 平均水平。 旗滨集团通过优化财务结构降低财务费用,提升盈利能力,预计 2025 年光伏玻璃盈利将显著提升,单平米净利润接近头部企业水平。 芯片封装用玻璃基板具低膨胀系数、低介电常数等优势,有望替代 ABF 载板,旗滨集团积极投入研发,或成新的增长点,但脆性及附着力问题 仍待解决。 维持旗滨集团 250 亿元目标市值,基于光伏玻璃盈利兑现,若浮法玻璃 供给侧改革或新型材料突破,市值或上调,关注光伏玻璃阿尔法兑现及 新型 ...
力诺药包9月25日获融资买入564.17万元,融资余额1.76亿元
Xin Lang Cai Jing· 2025-09-26 01:31
Core Viewpoint - Linuo Pharmaceutical Packaging Co., Ltd. has experienced a decline in both revenue and net profit for the first half of 2025, indicating potential challenges in its business performance [2] Financing Summary - On September 25, Linuo Pharmaceutical's stock price fell by 0.29%, with a trading volume of 50.45 million yuan [1] - The financing buy-in amount for Linuo Pharmaceutical on the same day was 5.64 million yuan, while the financing repayment was 6.91 million yuan, resulting in a net financing outflow of 1.27 million yuan [1] - As of September 25, the total financing and securities lending balance for Linuo Pharmaceutical was 176 million yuan, which accounts for 4.29% of its market capitalization [1] - The current financing balance is above the 80th percentile level over the past year, indicating a high level of financing activity [1] Business Performance Summary - As of June 30, 2025, Linuo Pharmaceutical reported a revenue of 499 million yuan, a year-on-year decrease of 11.07% [2] - The net profit attributable to shareholders for the same period was 40.97 million yuan, reflecting a year-on-year decline of 20.12% [2] - The company has distributed a total of 139 million yuan in dividends since its A-share listing, with 92.18 million yuan distributed over the past three years [2] Shareholder and Institutional Holdings Summary - The number of shareholders for Linuo Pharmaceutical reached 11,100 as of June 30, 2025, an increase of 17.08% compared to the previous period [2] - The average number of circulating shares per shareholder decreased by 12.16% to 21,522 shares [2] - Among the top ten circulating shareholders, notable changes include a reduction in holdings by Guotai Junan's funds, with the sixth-largest shareholder decreasing by 1.55 million shares [2]
建材行业稳增长方案出炉,水泥玻璃供给优化可期
Xuan Gu Bao· 2025-09-24 14:43
塔牌集团:公司是粤东市场极具竞争力的区域水泥龙头企业,拥有广东省梅州市、惠州市和福建省龙岩 市三大水泥生产基地,年产水泥2000万吨。 旗滨集团:公司是浮法玻璃产能规模位居行业第二位,光伏玻璃、节能玻璃产能规模位居行业第三位, 电子玻璃、药用玻璃产能规模位居行业前列。 *免责声明:文章内容仅供参考,不构成投资建议 据工信部网站9月24日披露,工业和信息化部会同自然资源部、生态环境部、住房城乡建设部、水利 部、农业农村部等六部门近日印发《建材行业稳增长工作方案(2025-2026年)》(以下简称方案)。方案提 出,严禁新增水泥熟料、平板玻璃产能,新建改建项目须制定产能置换方案。水泥企业要在2025年底前 对超出项目备案的产能制定置换方案,以促进实际产能与备案产能统一。 银河证券认为,"反内卷"加速推进行业供给优化,供需矛盾有望缓和,水泥价格存推涨预期,区域龙头 企业盈利有望修复。中长期来看,水泥企业需在年底前进行碳市场的首次履约工作,行业供给将逐步优 化,集中度有望提升,利好水泥龙头企业。在"反内卷"情绪下,玻璃行业供需格局有望逐步优化。 公司方面,据上证报表示, *风险提示:股市有风险,入市需谨慎 ...
安彩高科(600207.SH):公司产品及原料未使用到人形机器人
Ge Long Hui· 2025-09-24 08:32
格隆汇9月24日丨安彩高科(600207.SH)在投资者互动平台表示,公司主营业务包括光伏玻璃、浮法玻 璃、天然气和药用玻璃等。目前,公司产品及原料未使用到人形机器人。 ...
安彩高科(600207.SH):无机器人业务布局
Ge Long Hui· 2025-09-23 11:56
Group 1 - The company, Anhuai High-Tech (600207.SH), primarily engages in the production of photovoltaic glass, float glass, natural gas, and medicinal glass [1] - Currently, the company has no business involvement in robotics [1]
安彩高科(600207.SH):未在算力领域进行布局
Ge Long Hui· 2025-09-23 11:56
Group 1 - The company, Anhuai High-Tech (600207.SH), primarily engages in the production of photovoltaic glass, float glass, natural gas, and medicinal glass [1] - As of now, the company has not made any investments or developments in the computing power sector [1]
安彩高科(600207.SH):未在芯片领域进行布局
Ge Long Hui· 2025-09-23 11:56
Group 1 - The core business of the company includes photovoltaic glass, float glass, natural gas, and medicinal glass [1] - The company has not made any investments or developments in the semiconductor field [1]
国泰海通建材鲍雁辛一周观点:消费建材基本面与预期兼具,玻纤全系列涨价周期-20250922
Haitong Securities· 2025-09-22 06:50
Investment Rating - The report maintains a positive outlook on the construction materials industry, indicating a recovery in the consumption segment and a price increase cycle for fiberglass products [1][5][7]. Core Insights - The construction materials sector is showing signs of recovery, with the fundamentals entering a positive phase, particularly in real estate sales and construction starts [1][20][21]. - A price increase cycle for fiberglass products is anticipated, driven by supply-demand dynamics and market conditions [2][6][7]. - The cement industry is entering a peak season with price increases observed in various regions, supported by policy measures aimed at limiting overproduction [4][27][28]. Summary by Sections Construction Materials - The consumption construction materials sector is stabilizing, with expectations of improved revenue performance starting in Q3 2025 due to lower revenue baselines and reduced price competition [1][20][21]. - Companies like Hanhigh Group and Sankeshu are already showing growth, with expectations for Dongfang Yuhong to follow suit [1][15]. Fiberglass - The fiberglass market is experiencing a price increase cycle, with major companies discussing price hikes for various products, including low dielectric fabrics [2][6]. - The supply-demand balance is shifting positively, with larger manufacturers maintaining good inventory control while smaller producers are adjusting prices upward [6][7]. Cement - The cement market is witnessing a slight price increase, with specific regions like Jiangsu and Anhui implementing price hikes [4][27]. - The report highlights the potential for growth in the cement sector due to policy support and overseas expansion opportunities [27][28]. Investment Recommendations - Companies such as China Jushi, Zhongcai Technology, and Feilihua are highlighted for their strong market positions and growth potential in the fiberglass and construction materials sectors [10][12][18]. - Huaxin Cement is noted for its overseas expansion and profitability, particularly from its Nigerian operations, which are expected to contribute significantly to future earnings [31][33].
安彩高科拟收购高纯矿物100%股权 降低原材料采购成本
目前,安彩高科主营业务包括光伏玻璃、浮法玻璃、药用玻璃和天然气业务。今年上半年,受玻璃行业 竞争加剧的影响,安彩高科业绩承压。 财报显示,2025年上半年,安彩高科实现营业收入17.42亿元,同比下降30.56%;净利润-2.15亿元,同 比由盈转亏。安彩高科表示,业绩亏损的主要原因,一是2024年下半年以来,光伏玻璃产能阶段性供需 错配,光伏玻璃产品价格同比大幅下降,公司光伏玻璃业务毛利率下滑;二是报告期内,浮法玻璃市场 竞争加剧,公司浮法玻璃销售均价大幅下降,浮法业务盈利水平下降。 据了解,今年上半年,光伏玻璃的产品价格持续下降,自抢装潮结束后,企业通过停窑、冷修等方式降 低产能供应。据隆众资讯数据统计,截至2025年6月底,我国光伏玻璃产能92000T/D,较上年同期下降 19.79%。安彩高科目前在产窑炉2台,产能1800T/D,一台900T/D窑炉正在冷修和升级改造。 估值方面,安彩高科表示,河南高纯矿物目前处于试生产阶段,考虑到目前企业暂未开始正式运营,缺 乏历史经营数据,对于收益法中所使用的经营收入、成本结构、资产周转效率、运营资本等预测数据的 准确性可能造成一定的影响。同时高纯石英砂行业202 ...