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打破“枷锁” 看见未来
Qi Huo Ri Bao· 2025-10-09 00:46
综上所述,中国玻璃行业的转型升级是一场涉及供需、技术、模式、生态的全面深刻的系统性工程。未 来玻璃行业的领军企业,必将是以高端材料为基石、以绿色科技为基因、以数字智能为神经、以服务解 决方案为延伸的现代化企业。它们不再仅仅是材料的制造者,更是绿色生活的构筑者、智能时代的赋能 者。这条道路,是中国玻璃行业告别"大而不强",走向"又大又强",最终实现高质量发展的必由之路。 中国是世界最大的玻璃生产国和消费国,其产量长期占据全球半壁江山。然而,我国玻璃行业正面临着 前所未有的结构性压力。超越当前困境,实现从"量的积累"到"质的飞跃",从"大"到"强大"的蜕变,是 关乎玻璃企业生存与发展的必答题。 玻璃行业与房地产行业的深度绑定,使其成为典型的周期性行业,在供应高企的同时,需求呈现尖锐 的"结构性失衡"。一方面,中低端的浮法玻璃原片过剩,企业陷入"价格战"泥潭;另一方面,用于电子 信息显示等领域的玻璃却大量依赖进口。以超薄电子玻璃为例,美国康宁、德国肖特等跨国公司长期垄 断市场,我国在柔性显示、高世代线液晶基板玻璃等最前沿领域仍面临"卡脖子"风险。这种"低端挤破 头,高端够不着"的格局,是行业价值提升的核心障碍。 玻 ...
探寻玻璃产业系统性重构阶段的转型之路
Qi Huo Ri Bao· 2025-10-08 23:40
Core Viewpoint - The glass industry in China is undergoing a significant transformation, shifting from a focus on quantity to quality, driven by government policies aimed at optimizing structure and eliminating outdated capacity [1][2][16]. Group 1: Industry Overview - The glass industry is a crucial pillar of the national economy, with an output value of nearly 7 trillion yuan, covering over 150 sectors [1]. - The glass sector is transitioning from a phase of merely controlling production to a comprehensive optimization of capacity, energy, and products [2][3]. - The industry faces structural challenges, including overcapacity in traditional sectors and a shortage of high-end products, necessitating a shift towards high-quality development [2][6][16]. Group 2: Policy and Governance - The Ministry of Industry and Information Technology has issued a plan focusing on "capacity optimization, energy upgrading, and product upgrading" to address structural overcapacity and high-end shortages [2][4]. - Strict measures are in place to prevent the addition of new flat glass capacity, requiring new projects to include capacity replacement plans [2][4]. - The policy emphasizes the importance of market mechanisms and encourages leading companies to establish green low-carbon transformation funds [2][4]. Group 3: Market Dynamics - The glass industry is experiencing a bifurcation, with traditional float glass facing declining demand while high-end sectors like photovoltaic and electronic glass are witnessing rapid growth [6][8]. - The demand for float glass has decreased due to a downturn in the real estate market, with production dropping by 4.5% year-on-year in the first eight months of 2025 [8]. - Conversely, the photovoltaic glass sector is struggling with excess low-end capacity despite a projected increase in global installations [8][9]. Group 4: Technological and Structural Challenges - The glass industry is characterized by a lack of high-end production capacity, with only 20% of electronic glass being produced domestically, leading to reliance on imports [9][18]. - The industry faces issues with product homogeneity and insufficient investment in research and development, which hampers innovation and responsiveness to market changes [6][10]. - The transition to high-end products is essential, as traditional low-end products are facing intense price competition and declining profitability [16][18]. Group 5: Future Outlook and Strategies - The industry is expected to see a shift in capacity from traditional float glass to high-end segments, with projections indicating that the share of float glass will decrease from 65% to 55% by 2026 [12][14]. - Companies are exploring various strategies, including technological upgrades, market empowerment, and optimizing layouts to navigate the current challenges [10][11]. - The integration of advanced technologies and a focus on high-end materials are seen as critical for the industry's future competitiveness and sustainability [18][19].
凯盛科技: 凯盛科技股份有限公司2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-29 12:18
Core Viewpoint - The company, Triumph Science & Technology Co., Ltd. (凯盛科技), reported a significant increase in revenue and net profit for the first half of the year, driven by strong performance in its display materials and application materials segments [2][7]. Financial Performance - The company achieved operating revenue of approximately 2.76 billion yuan, representing a year-on-year increase of 24.7% [2][7]. - The total profit reached approximately 81.6 million yuan, a slight increase of 0.98% compared to the previous year [2][7]. - The net profit attributable to shareholders was approximately 51.5 million yuan, up 23.7% year-on-year [2][7]. - The net cash flow from operating activities surged to approximately 258.5 million yuan, an increase of 802.58% [2][7]. Business Segments - The company operates in two main business segments: display materials and application materials, both of which are key emerging industries supported by national policies [3][4]. - The display materials segment includes products such as ultra-thin flexible glass (UTG), ITO conductive film glass, and integrated display touch modules, with a focus on innovation and collaboration with leading customers [3][4][9]. - The application materials segment focuses on zirconium, silicon, and titanium-based products, expanding into high-value applications in electronics, optics, and renewable energy [5][6][12]. Innovation and Development - The company emphasizes technological innovation, with ongoing development in key areas such as ultra-thin flexible glass and high-purity silicon dioxide [12][13]. - The company has established multiple national and provincial innovation platforms, with a strong focus on R&D, resulting in a total of 582 authorized patents [12][13]. - The company is actively pursuing digital transformation, integrating AI and smart manufacturing into its operations [9][10]. Market Position and Strategy - The company has strengthened its market position through strategic partnerships and collaborations, particularly in the display materials sector [9][10]. - The international business has seen a growth of 38.05% year-on-year, indicating successful expansion into overseas markets [9][10]. - The company aims to enhance its competitive edge by focusing on high-end products and expanding its product matrix to capture emerging market opportunities [10][11].
6.6亿,凯胜科技子公司超薄电子玻璃项目点火
WitsView睿智显示· 2025-06-09 14:21
Core Viewpoint - The article highlights the launch of the second phase of the ultra-thin substrate production line by Longhai Glass, which is expected to significantly contribute to the global new display industry by providing essential materials for production [1][3]. Group 1: Company Overview - Longhai Glass, a subsidiary of Kaisheng Technology, has initiated a project with a total investment of approximately 660 million yuan, aiming for an annual production capacity of 17 million square meters of ultra-thin electronic glass [3]. - Kaisheng Technology's main products include flexible foldable glass (UTG), ultra-thin electronic glass, ITO conductive film glass, and integrated touch modules, indicating a comprehensive display industry chain [3]. Group 2: Financial Performance - In 2024, Kaisheng Technology reported a revenue of 4.894 billion yuan, a year-on-year decrease of 2.32%, while the net profit attributable to shareholders increased by 30.76% to 140 million yuan [3]. Group 3: Industry Development - The successful production of the world's first 8.6-generation OLED glass substrate by the research institute under China National Building Material Group marks a significant advancement in OLED display technology, supported by national key research projects [3].