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，公司一直高度重视产品创新、品 质提升和服务优化，增强品牌吸引力，赢得更多消费者的选择，这也是公司未来应长期坚持的方向。陶 瓷行业进入存量时代，后续头部企业有望通过兼并重组和出海继续发展壮大。 ...

根据中国海关数据显示：2025年11月中国陶瓷产品出口数量为182万吨，同比增长1.4%，出口金额为 17.06亿美元，同比下降10.7%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 近一年中国陶瓷产品出口情况统计图 相关报告：智研咨询发布的《2026-2032年中国日用陶瓷制品行业市场全景调研及发展前景研判报告》 数据来源：中国海关，智研咨询整理 ...

"高质量发展不是一句空洞的口号，要站在非常高的维度来俯瞰自身。"在他看来，能生产合格陶瓷产品 已远远不够，消费者需要的是艺术化的空间呈现与价值融合，"我认为企业在由小到大的过程当中一定 要注意三个（方面），第一个就是应收账款；第二个是库存；第三个是闲置的固定资产"。 在数字化与智能化浪潮中，蒙娜丽莎积极把握机遇，成为行业内唯一获得佛山市数字化智能化一级示范 工厂称号的企业。面向未来，企业将持续聚焦主营业务，从美学、科技、可持续三个维度深耕，并致力 于探索大陶瓷范畴内的第二增长曲线，目前已在半导体产业关键基础材料等领域展开布局。 （文章来源：21世纪经济报道） 面对房地产行业调整等挑战，中国建筑陶瓷行业领军企业之一的蒙娜丽莎集团股份有限公司，正以自我 变革回应挑战。蒙娜丽莎集团股份有限公司董事兼董秘张旗康介绍，在"十四五"期间，企业从三个方面 深刻影响了行业发展：一是推动氨氢零碳燃烧技术取代化石燃料，迈向零碳目标；二是通过广州设计周 首次系统提出陶瓷美学，推动行业高质量发展的升维；三是与清华大学美学研究所合作，将美学深度融 入陶瓷行业，实现从单一产品制造到情绪空间营造的跨越。 ...

Core Insights - The report by Zhiyan Consulting highlights a decline in China's ceramic product exports, with a quantity of 1.66 million tons in October 2025, representing a year-on-year decrease of 7.2% and an export value of $1.456 billion, down 18.3% year-on-year [1]. Group 1: Export Data - In October 2025, China's ceramic product export quantity was 1.66 million tons, showing a 7.2% decrease compared to the previous year [1]. - The export value for the same period was $1.456 billion, reflecting an 18.3% decline year-on-year [1]. Group 2: Industry Overview - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1]. - The firm emphasizes its commitment to providing comprehensive industry solutions to empower investment decisions through professional insights and market intelligence [1].

Group 1 - The fifth National Industrial Design Vocational Skills Competition is being held in Ningbo, Zhejiang, attracting hundreds of skilled professionals from the light industry to compete [1][6] - The competition features four main categories: Draftsman, Artificial Intelligence Trainer, Furniture Designer, and Ceramic Product Designer, with a new focus on the "Artificial Intelligence Trainer" category [4][6] - The event aims to promote innovation and production by integrating traditional craftsmanship with digital intelligence, addressing industry pain points through practical competition [9][15] Group 2 - The competition has become the highest standard and most influential talent selection platform in the light industry since its inception in 2021, with over 10,000 participants and numerous awards given [6][17] - The competition's design aligns closely with current industry developments, focusing on emerging professions that inject new momentum into industrial transformation, such as the AI Trainer's focus on the trillion-dollar smart home sector [15][17] - There is a significant gap in high-skilled talent, particularly those who can integrate digital technology with traditional skills, highlighting the competition's role in bridging the gap between educational training and industry needs [17]

据了解，全国工业设计职业技能大赛自2021年创办以来，已成为轻工行业规格最高、影响最广的技能人才选拔平台。累计已有超万名选手 参与各级选拔，58人获"全国技术能手"，11人获"全国五一劳动奖章"。 央视网消息：为期四天的第五届全国工业设计职业技能大赛决赛，正在浙江宁波举行。作为工业设计领域唯一的国家一类大赛，这届赛事 吸引全国数百名轻工技能精英同台竞技。这场大赛都比些什么？又是怎么比的？下面就跟着记者一起去比赛现场看看。 记者注意到，这届大赛设置了制图员、人工智能训练师、家具设计师、陶瓷产品设计师四大赛项，分为职工组和学生组。其中，首次增设 的"人工智能训练师"赛项尤其引人注目，拓展了传统轻工技能竞赛的边界，成为全场关注的焦点。 而另一边的人工智能训练师赛区，一场围绕智能家居的无声较量正在激烈上演。比赛全程断网的设置让选手们只能依靠本地开源工具，独 立完成从数据挖掘、模型训练到应用开发的全过程，直面当前智能家居行业"数据孤岛"和"智能不足"的核心痛点。 本届大赛最引人关注的变化，莫过于赛项与当下产业发展的高度"适配性"。 镜头转向制图员赛区，大家可以看到选手们正在电脑前专注地进行操作。与之前的比赛不太一样，本 ...

Group 1: Export Performance - November exports increased by 5.9% year-on-year, reaching $330.35 billion, a significant recovery from October's -1.1%[2] - Cumulative exports from January to November grew by 5.4%, while imports declined by 0.6%, resulting in a trade surplus of $1,075.85 billion[2] - High-tech and emerging products are driving export growth, with significant increases in automotive (53.0%), ships (46.4%), rare earths (34.9%), and integrated circuits (34.2%) exports[11] Group 2: Import Trends - November imports rose by 1.9% year-on-year to $218.67 billion, slightly below the expected 2.8%[13] - The import structure shows resilience in production demand, with notable increases in aircraft (88.7%), copper ore (35.3%), and integrated circuits (13.9%) imports[14] - Trade surplus reached $111.68 billion in November, marking the second-highest level of the year[14] Group 3: Market Dynamics - The global manufacturing recovery is uneven, with developed economies showing weak demand, while emerging markets like ASEAN and India maintain strong growth[7] - Container shipping rates are stabilizing, with the index rising to 1114.89, indicating a rebound in shipping demand[7] - The outlook for exports remains stable, with a projected year-on-year growth of approximately 5.5% for the year, and a potential decline to around 5% next year due to slowing external demand[16]

Summary of Conference Call for Company "共创草坪" Industry Overview - The company operates in the turf industry, focusing on leisure grass products and related services. The industry is expected to benefit from favorable sports policies and increasing demand for sports facilities, particularly in China. Key Points and Arguments 1. **Revenue and Profit Growth Projections** The company anticipates a revenue growth of at least 15% and profit growth of over 20% in 2026, driven by enhanced competitive strength and optimistic industry demand forecasts as a leading player in the market [2][3] 2. **Gross Margin Performance** In Q3 2025, the company achieved a gross margin exceeding 35%, benefiting from low raw material prices and a cost-plus pricing model. This trend is expected to continue into Q4 2025 [2][5] 3. **Cost Reduction Measures** The company is implementing several cost-reduction strategies, including optimizing formulas through R&D, energy-saving production processes, establishing an upstream supply chain, and reducing procurement costs. These measures are expected to enhance profitability in 2026 [2][7] 4. **Regional Performance** The leisure grass business performed well across various regions in 2025, with significant improvements in profitability. Prices remained stable in the Americas and Europe, while slight declines were noted in the Asia-Pacific and Africa regions [2][8] 5. **Impact of Raw Material Prices** Current low raw material prices support profit margins, although the company does not fully pass on price reductions to customers due to a lag in the pricing mechanism. The pricing strategy is primarily cost-plus, which limits the impact on profit margins [5][10] 6. **Future Profit Margin Trends** The company expects profit margins in 2026 to fluctuate slightly around the current levels, with raw material prices anticipated to remain stable [6] 7. **Vietnam Factory Efficiency** The Vietnam factory has a slight cost advantage over domestic operations due to lower labor and energy costs, contributing to higher net profit margins. The company is confident in further cost reductions through local raw material production [4][12] 8. **Domestic Market Growth Drivers** The domestic market is projected to grow by 1 to 2 billion RMB in 2026, driven by government initiatives in sports infrastructure, particularly in school football fields and community sports facilities [4][14] 9. **Market Share and Competition** The company holds approximately 30% market share in the domestic sports turf market, with expectations of gaining more orders as demand increases. The competitive landscape is evolving, with a noted increase in market share against competitors [11][15] 10. **Global Market Outlook** The company expects balanced growth across global regions in 2026, with the U.S. and European markets projected to maintain strong growth rates [16][17] 11. **Emerging Product Lines** New product lines, such as artificial plants and ceramic products, are expected to grow by 30% to 40% in 2025, contributing positively to the company's future development [18] Additional Important Insights - The company has a significant order backlog with double-digit growth in orders noted in Q3 2025, indicating strong demand and operational performance [3] - The inventory turnover cycle is approximately one month, which may influence profitability trends [10]

Core Viewpoint - The company is experiencing a slowdown in growth rates for its ceramic and PCB segments, while maintaining a strong growth trajectory in the automotive electronics sector, driven by strategic market positioning and product innovation [1]. Group 1: Automotive Electronics - The company's automotive electronics business continues to show high growth, being a key emerging strategic market [1]. - The company is optimistic about the automotive electronics market, focusing on deepening customer collaborations and launching competitive products in line with the trend of smart technology [1]. Group 2: Ceramic Business - The ceramic business primarily serves the consumer electronics and smart wearable sectors, which exhibit significant seasonal fluctuations due to their custom nature [1]. - The company has over a decade of experience in precision ceramics, with advanced material preparation and processing technologies, and is optimistic about the future of its ceramic products as new applications are developed [1]. Group 3: PCB Business - The PCB business is focused on high-density, modular, and miniaturized manufacturing processes, catering to consumer and IoT markets [1]. - Currently, the PCB production capacity is small, and there are no plans for further expansion at this time [1].

Summary of Key Points Core Viewpoint - *ST Songfa (603268) experienced a decline of 4.5% in stock price, closing at 67.9 yuan on November 17, 2025, with significant trading activity and a notable contract announcement from its subsidiary [1][2]. Trading Information - On November 17, the main funds saw a net outflow of 28.51 million yuan, accounting for 8.81% of the total trading volume [2]. - Retail investors contributed a net inflow of 2.35 million yuan, representing 0.73% of the total trading volume [1]. Company Announcements - Guangdong Songfa Ceramics Co., Ltd.'s subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., signed contracts for the construction of two 30.6 million-ton VLCC super-large crude oil tankers and six 114,000-ton crude/product oil tankers [1]. - The total contract value is estimated to be between 600 million to 900 million USD, with delivery scheduled for the fourth quarter of 2027 and the second quarter of 2028 [1][2]. - These contracts are classified as routine operational contracts and do not require board or shareholder approval [1].