智通财经APP获悉，中国建材(03323)逆市涨超5%，截至发稿，涨4.77%，报5.27港元，成交额1.48亿港元。
消息面上，据证券时报报道，2025年我国玻璃纤维行业整体运行较前两年已有所改善。国盛证券指出，截至3月30日至4月3日，各类电子纱/布价格再度上涨，G75纱新月报价涨幅500-1000元/吨不等，配套7628电子布价格上调0.5元/米，高端品种价格涨幅亦突出。当前供不应求局面推动下新价落实进程预计将加快。下游CCL订单饱满，供应端产量增速依旧缓慢，库存低位延续，多数货源紧俏度暂难缓解。
华泰证券表示，中国建材2025全年新材料板块收入555.57亿元，同比+14.4%，营业利润62.58亿元，同比+11.8%。分产品看，玻纤销量/均价分别同比+3.1%/+12.8%，实现量价齐升，普通及高性能电子布有望打开玻纤板块新成长空间。该行认为，随着全球首个零碳智能制造玻纤基地建成，高性能电子布持续放量，预计26年公司新材料业务盈利能力有望持续改善。
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