建筑陶瓷全球市场规模 据 QYResearch 调研团队最新报告"全球建筑陶瓷市场报告 2025-2031 "显示，预计 2031 年全球建筑陶瓷市场规模将达到 1374.4 亿美 元，未来几年年复合增长率 CAGR 为 2.4% 。 建筑陶瓷是用于建筑工程的各种陶瓷制品，包括墙砖、地砖、琉璃瓦等，其共同特点是强度高、防火、防潮、抗冻、耐酸碱且不易 褪色。它以粘土为主要原料，通过成型、烧制等工艺制成，具有良好的耐久性和艺术装饰效果。 全球 建筑陶瓷 市场前 25 强生产商排名及市场占有率 （按收入；基于 2 02 4 年调研数据；目前最新数据以本公司最新调研数据为 准） 来源： QYResearch 化工及材料研究中心。行业处于不断变动之中，最新数据请联系 QYResearch 咨询。 根据 QYResearch 头部企业研究中心调研，全球范围内建筑陶瓷生产商主要包括莫和克工业、 LAMOSA 、 Grupo Pamesa 、马可波 罗、东鹏控股、蒙娜丽莎、 STN Ceramica 、 SCG Ceramics 、 RAK Ceramics 、 Kajaria 等。 2024 年，全球前十强厂商占有大约 9 ...

Core Insights - The Baiyin City Market Supervision Administration conducted a quality supervision inspection of building materials from January to September 2025, involving 55 batches from 37 production and sales enterprises, with a compliance rate of 94.5% [2][3]. Group 1: Quality Inspection Results - A total of 55 batches of building materials were inspected, with 3 batches found to be non-compliant, resulting in a compliance rate of 94.5% [2][3]. - The inspection aimed to strengthen quality control and standardize the production and operation order of building materials in Baiyin City [2]. Group 2: Compliance and Non-compliance - The inspection identified specific enterprises with non-compliant products, which included issues related to size deviation, appearance quality, and other quality parameters [2][3]. - A list of compliant and non-compliant enterprises was published, providing transparency and accountability in the building materials market [2].

Core Viewpoint - The implementation of the national standard GB/T45817-2025 for ceramic tiles marks a significant milestone in the industry, promoting quality grading and enhancing competition among manufacturers [1][2] Company Performance - Dongpeng Holdings has become one of the first companies to pass the highest level 5A certification under the new national standard, showcasing its strong manufacturing and quality control capabilities [1][2] - In Q3 2025, Dongpeng Holdings reported a net profit of 130 million yuan, a year-on-year increase of 13.09%, and a net cash flow from operating activities of 651 million yuan, up 33.19% year-on-year [1] - The company achieved an 8.03% year-on-year revenue growth in its large retail channel, while reducing its expense ratio by 1.54 percentage points [1] Industry Trends - The new national standard is expected to accelerate the elimination of outdated production capacity and increase industry concentration, driving high-quality development and integration [2] - The ceramic tile industry is transitioning to a market dominated by existing housing, with a demand structure evolving to approximately 40% for existing homes, 30% for new homes, and 30% for second-hand home renovations [3] - The demand for renovations in existing and second-hand homes, which accounts for 70% of the market, heavily relies on retail channels, presenting growth opportunities for companies like Dongpeng Holdings [3] Strategic Initiatives - Dongpeng Holdings is actively expanding into emerging fields such as aging-friendly products and ESG, becoming the first in the industry to obtain aging-friendly certification and achieving an ESG rating of AA [4] - The company has implemented share buybacks and governance structure optimization to enhance market confidence, having repurchased 17.33 million shares, representing 1.50% of its total share capital [4] - Dongpeng Holdings maintains a stable dividend strategy, committing to a cash dividend ratio of no less than 30% of net profit each year, with an average payout ratio exceeding 60% over the past five years [4] Future Outlook - The company plans to continue expanding market share and deepening retail channel penetration, focusing on quality improvement and structural optimization of gross margins [4] - Dongpeng Holdings is also enhancing its presence in the engineering channel and targeting niche markets such as hotels, commercial chains, and government projects to increase its B2B market share [4]

Company Overview - Huida Sanitary Ware Co., Ltd. was founded in 1982 and is headquartered in Tangshan, Hebei Province, with an asset scale of 5.5 billion and products exported to over 100 countries and regions [2] - The company has three core production bases in Tangshan, Chongqing, and Guangxi, with an annual production capacity of 10 million sanitary ceramics, 500,000 smart bathrooms, and 600,000 high-end bathroom cabinets [2] - Huida owns multiple brands including "HUIDA," "DOFINY," and "LA'BOBO," covering a full range of products such as sanitary ware, ceramic tiles, rock slabs, and integrated kitchen and bathroom solutions [2] - The company has established national-level research and development facilities and has been recognized as a national high-tech enterprise and a national green factory [2] Governance and Management Practices - The board of directors consists of 9 members, including 3 independent directors, with a 33% representation of female directors, promoting diverse and professional decision-making [3] - The company has implemented a comprehensive management mechanism for information security, including risk warning, emergency response, real-time monitoring, and regular audits, enhancing data protection and compliance [3] - Huida has established a multi-dimensional defense network for system security, achieving a core business system availability of 99.99% and has not experienced any major information security incidents during the reporting period [3] - The company aims to achieve ISO 27001 international certification for information security management systems by 2024, reinforcing its commitment to transparent governance and digital empowerment [3]

Core Viewpoint - Huida Sanitary Ware has announced the termination of the public listing for the sale of 100% equity and debt of Guangxi Xingaosheng due to a lack of interested buyers, despite an initial listing price of 144 million yuan [1][2]. Group 1: Company Developments - On September 12, Huida Sanitary Ware and its subsidiary Beiliu Xinshi Da publicly listed the 100% equity and debt of Guangxi Xingaosheng at a starting price of 144 million yuan [1]. - As of September 25, the initial listing period ended without any interested buyers, leading to the termination of the transfer process [1]. - The company plans to discuss the sale of Guangxi Xingaosheng's equity and debt and will submit a proposal for board review [1]. Group 2: Financial Performance - In the first half of 2025, Huida Sanitary Ware reported total revenue of 1.425 billion yuan, a year-on-year decrease of 9.94% [2]. - The net profit attributable to the parent company was 17.97 million yuan, down 70.21% year-on-year, while the non-recurring net profit showed a loss of 29.86 million yuan compared to a profit of 26.91 million yuan in the previous year [2]. - The net cash flow from operating activities was 91.12 million yuan, a decline of 65.26% year-on-year, primarily due to reduced net receipts from sales and purchases [2][3]. Group 3: Business Impact - Guangxi Xingaosheng, which specializes in the research, design, production, and sales of ceramic thin slate products, is currently in a state of suspension [2]. - The revenue from Guangxi Xingaosheng accounted for 3.17% of Huida Sanitary Ware's most recent audited revenue, indicating that the asset sale will not significantly impact the company's main business or ongoing operations [2].

Core Viewpoint - Mona Lisa's actual controller, Zhang Qikang, plans to reduce his holdings by up to 1.5 million shares, despite the company's stock price reaching a new high this year. The company has reported a net loss in the first half of the year, raising questions about the reasons behind the loss and the continuous increase in the secretary's salary [1][5]. Financial Performance - In the first half of 2025, Mona Lisa achieved revenue of 1.915 billion yuan, a year-on-year decrease of 17.96%, with net profit showing a loss of 5.6682 million yuan, a decline of 106.86% [2][3]. - The decline in performance is attributed to three main factors: intense market competition leading to a drop in average selling prices, a significant reduction in tile orders due to the real estate sector's transition to a stock era, and impairment provisions for assets showing signs of impairment [3][4]. Historical Performance Trends - The company experienced a peak net profit of 566 million yuan in 2020, followed by a decline in net profit in subsequent years, with losses recorded in 2022 and 2023. Revenue has also been on a downward trend since 2021, with figures of 6.229 billion yuan, 5.921 billion yuan, and 4.631 billion yuan for 2022, 2023, and 2024 respectively [4]. - The net profit margin has decreased from 11.65% in 2020 to 2.81% in 2024, reflecting increasing operational pressures [4]. Asset Management - The company has seen a positive trend in its balance sheet, with accounts receivable and inventory levels consistently declining from 1.677 billion yuan and 2.081 billion yuan in 2021 to 679 million yuan and 1.004 billion yuan in 2024, respectively [4]. Stock Performance and Executive Compensation - Despite the operational challenges, Mona Lisa's stock price has increased by over 60% this year, reaching a high of 16.70 yuan on September 19, 2025. However, the stock had previously dropped significantly from a peak of 47.53 yuan in 2020 to a low of 6.53 yuan in 2024 [5][6]. - Zhang Qikang's total pre-tax compensation has risen from 2.0921 million yuan in 2021 to 2.7570 million yuan in 2024, making him the highest-paid executive in the company [6][7]. Future Outlook - Zhang Qikang expressed optimism about the future of the ceramic industry, highlighting the potential in the domestic real estate stock market and the need for continuous product innovation and quality improvement to enhance brand appeal [9].

Core Viewpoint - Mona Lisa's actual controller, Zhang Qikang, plans to reduce his shareholding by up to 1.5 million shares despite the company's stock price reaching a new high this year. The company has reported a net loss in the first half of the year, raising questions about the reasons behind the loss and the continuous increase in the secretary's salary [1][4]. Financial Performance - In the first half of 2025, Mona Lisa achieved revenue of 1.915 billion yuan, a year-on-year decrease of 17.96%, with net profit showing a loss of 5.6682 million yuan, a decline of 106.86% year-on-year [2]. - The decline in performance is attributed to three main factors: intense market competition leading to a drop in average selling prices, a significant reduction in tile orders due to the real estate sector entering a stock phase, and impairment provisions for assets showing signs of impairment [2][3]. Historical Performance - In 2020, Mona Lisa recorded a net profit of 566 million yuan, the highest in its history. However, from 2021 onwards, the company has seen a continuous decline in revenue and net profit, with net profit dropping to -381 million yuan in 2022 and 12.5 million yuan in 2024 [3]. - The company's net profit margin has decreased from 11.65% in 2020 to 2.81% in 2024, reflecting increasing operational pressure [3]. Shareholder Actions - Zhang Qikang's planned share reduction is set to occur between October 21, 2025, and January 20, 2026, with the potential to cash out approximately 24.915 million yuan if sold at the current price of 16.61 yuan per share [4][5]. - Despite the company's performance challenges, Zhang Qikang's salary has consistently increased, reaching 2.757 million yuan in 2024, the highest among executives [5][6]. Market Outlook - Zhang Qikang expressed optimism about the future of the ceramic industry, highlighting the significant demand within the existing real estate market and the potential for growth through product innovation and service enhancement [8].

Core Viewpoint - The article discusses the release of multiple national standards by the State Administration for Market Regulation, covering various sectors including steel, ceramics, and chemical products, with a total of 49 mandatory standards and 622 recommended standards set to be implemented by 2025 and 2026 [2][6]. Group 1: Mandatory National Standards - A total of 49 mandatory national standards have been approved, including "Fall Protection Safety Nets" [2]. - The implementation date for several standards, such as "Chemical Composition Allowable Deviation for Steel and Alloys," is set for December 1, 2025 [6]. - Other standards include methods for determining chromium, vanadium, boron, and aluminum content in steel and alloys, all effective from March 1, 2026 [6]. Group 2: Recommended National Standards - 622 recommended national standards have been published, including "Packaging and Storage Graphic Symbols" [2]. - Specific testing methods for ceramic tiles and various chemical analyses are included in the recommended standards [6][7]. - The implementation dates for these standards vary, with many set for March 1, 2026 [7][8]. Group 3: Industry Impact - The new standards are expected to enhance product quality and safety across industries such as construction, manufacturing, and chemicals [2][6]. - The introduction of these standards may lead to increased compliance costs for companies but is anticipated to improve overall market competitiveness [2][6]. - The standards will also facilitate better quality control and assurance processes within the relevant industries [2][6].

Core Viewpoint - The construction ceramics industry is undergoing significant technological upgrades driven by new national standards, which aim to enhance product quality and energy efficiency, similar to the evolution seen in the home appliance sector [1][2]. Group 1: National Standards and Industry Impact - The newly approved national standard GB/T 45817-2025 focuses on grading ceramic tiles based on consumer and enterprise concerns, including surface flatness, water absorption uniformity, stain resistance, and slip resistance [1]. - The GB21252-2023 standard, effective from December 1, 2024, sets energy consumption limits for ceramic products, mandating that new or renovated products must not exceed certain energy consumption grades [2]. Group 2: Market Dynamics and Company Performance - From 2017 to 2024, over 400 ceramic enterprises were eliminated, reducing the total number from 1,402 to 993, a decline of 29.17%, indicating a trend towards market consolidation [3]. - The market share of the top ten companies in the industry increased by 3 percentage points during the "13th Five-Year Plan" period, reaching 18%, with expectations to exceed 20% by the end of the "14th Five-Year Plan" [3]. Group 3: Technological Advancements in Leading Companies - Marco Polo, a leading company in the industry, has seen its market share rise from 2.62% in 2022 to 3.27% in 2024, reflecting steady growth [4]. - The new digital factory of Marco Polo, set to commence production in 2024, incorporates advanced technologies and aims to serve as a benchmark for smart manufacturing in the industry [4][5]. Group 4: Sustainability and Innovation - Marco Polo's digital factory emphasizes green energy utilization, featuring a rooftop solar power system with a capacity of 9MW, generating over 9 million kWh annually, which accounts for more than half of its total electricity consumption [5][6]. - The factory also implements a rainwater collection system and utilizes biomass fuel for its spray drying tower, showcasing a commitment to reducing resource consumption and waste generation [6].

Group 1 - The latest stock price of Mona Lisa is 11.94 yuan, an increase of 0.28 yuan from the previous trading day [1] - The stock opened at 11.85 yuan, reached a high of 12.32 yuan, and a low of 11.32 yuan, with an overall volatility of 8.58% [1] - The trading volume was 329,400 hands, with a total transaction amount of 387 million yuan [1] Group 2 - Mona Lisa operates in the renovation and building materials industry, primarily engaged in the research, production, and sales of building ceramic products [1] - The company's product range includes ceramic tiles and ceramic slabs, widely used in residential and commercial buildings [1] Group 3 - On August 19, the stock experienced a rapid rebound, with a price increase of over 2% within 5 minutes, reaching 11.61 yuan at 9:39 AM [1] - The net outflow of main funds on that day was 4.55 million yuan, accounting for 0.17% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 235 million yuan, representing 8.98% of the circulating market value [1]