格隆汇2月13日丨亚玛顿(002623.SZ)在投资者互动平台表示，公司向昆山协鑫光电送样钙钛矿用ITO玻 璃产品。 ...

【长江电新】亚玛顿近况更新：T链光伏玻璃供应商，海外扩产带来量利弹性 1、T链光伏玻璃供应商，受益100GW产能扩产。 公司的光伏瓦片玻璃及储能门玻璃已向T供货，且今年有新增传统光伏玻璃订单。 考虑到T扩产100GW，公司作为核心供应商有望提升海外出货量（#去年底T拜访，希望公司配套扩产，考虑玻璃 投产周期未辅材中最长，有望最早看到产能订单进展），#海外玻璃价格在2美元/平以上，盈利水平显 【长江电新】亚玛顿近况更新：T链光伏玻璃供应商，海外扩产带来量利弹性 1、T链光伏玻璃供应商，受益100GW产能扩产。 公司的光伏瓦片玻璃及储能门玻璃已向T供货，且今年有新增传统光伏玻璃订单。 考虑到T扩产100GW，公司作为核心供应商有望提升海外出货量（#去年底T拜访，希望公司配套扩产，考虑玻璃 投产周期未辅材中最长，有望最早看到产能订单进展），#海外玻璃价格在2美元/平以上，盈利水平显著高于国 内，有望迎来量利齐升。 2、主业随传统光伏贝塔筑底，海外产能、新产品带来拐点。 公司披露2025年业绩预告，全年亏损1-1.2亿元，主要受传统光伏行业贝塔及减值影响。 在此背景下，公司积极寻求增量：1）产能方面，公司在阿联酋投建 ...

经济观察网亚玛顿（002623）体育(股票代码：AS)近期上调了全年业绩指引，并计划在2026年推动门店 网络扩张，同时行业政策环境可能为其提供宏观利好。 业绩经营情况 公司于2025年11月上调了全年业绩指引，预计营收同比增长23%-24%，调整后毛利率约58%，全年收入 预期区间为63.7亿至64.2亿美元。2025年全年财报预计在财年结束后发布，其实际表现与指引的对比可 能影响市场情绪。 业务进展情况 根据2025年第三季度财报后的展望，公司计划在2026年持续推动门店网络扩张，例如萨洛蒙(Salomon) 品牌预计在北美核心市场新增7-10家门店，并继续拓展大中华区零售布局。同时，公司设定了2026年营 收增长目标，预计朝向低双位数至中teens区间的高端，调整后营业利润率每年扩张30-70个基点。 行业政策与环境 体育总局于2026年2月表示将推出赛事经济促进措施，包括举办国际赛事和推动商旅文体融合，这可能 为体育用品行业提供宏观利好环境。亚玛顿体育作为高端户外品牌集团，其业务或间接受益。 以上内容基于公开资料整理，不构成投资建议。 ...

- The report does not contain any quantitative models or factors for analysis[1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42]

Group 1 - The company, Yamaton, has sent samples of ITO conductive glass products for perovskite applications to Kunshan GCL-Poly Energy [2][4] - The company possesses the capability for mass production of core materials, including conductive glass and backplane glass for perovskite applications [2][4]

Group 1 - The company Amatton has responded to investor inquiries on February 10, indicating that it has sent samples of perovskite ITO glass products to Kunshan GCL-Poly Energy [2]

二、股东股份累计质押情况 证券代码：002623 证券简称：亚玛顿 公告编号：2026-010 常州亚玛顿股份有限公司 关于股东股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 常州亚玛顿股份有限公司（以下简称"公司"）近日收到公司股东林金坤先 生出具的《关于所持质押股份全部解除质押的告知函》，获悉林金坤先生已将所 持有的公司质押股份全部办理了解除质押登记手续，具体事项如下： 注：（1）林金坤先生本次解除质押股份数量占剔除公司回购专用账户股份后总股本的 2.59%； （2）上表中比例合计数与各分项数值之和尾数不符的情况，为四舍五入原因造成。 二○二六年二月十一日 截至本公告披露日，林金坤先生所持质押股份情况如下： | | | | 本次解除 | 本次解 | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股比 | 质押前质 | 除质押 | 占其所 | 占公司 | 已质押 | ...

Group 1 - The company, Yamaton (002623.SZ), has sent samples of ITO conductive glass for perovskite applications to Kunshan GCL-Poly Energy [1] - The company possesses the capability for mass production of core materials, including conductive glass and backplane glass for perovskite applications [1]

Group 1 - The company has engaged in a collaboration with GCL-Poly Energy Holdings, specifically sending samples of ITO conductive glass for perovskite applications [2] - The company possesses the capability for mass production of core materials, including conductive glass and backplane glass for perovskite applications [2]

Summary of the Conference Call Company Overview - The conference call involved **Yamaton**, a leading company in the **photovoltaic glass** industry, particularly known for its ultra-thin glass products, specifically 1.6 mm glass [1][2]. Key Points Discussed Financial Performance - For the year 2025, Yamaton is expected to report a loss in the range of **100 million to 120 million RMB**, which is an improvement compared to 2024 [2]. - The traditional main business accounts for **90%** of the company's revenue, which has been affected by low photovoltaic glass prices compared to 2020 [2]. - The company has strategically reduced sales volume and revenue to focus on cash flow, avoiding unprofitable customers and those with accounts receivable risks [2][3]. Business Segments 1. **Traditional Photovoltaic Glass**: - The gross profit margin has declined due to low prices, but the product remains profitable [3]. 2. **Collaboration with Tesla**: - Revenue from Tesla's roof tiles and energy storage glass increased to approximately **200 million RMB** last year, contributing positively to Yamaton's performance [3]. - The partnership with Tesla has been ongoing since 2016, focusing on solar roof tiles and energy storage glass, with significant sales growth noted in 2019 [7][8]. - However, the pandemic impacted the installation of solar roofs, leading to unmet sales expectations [9]. 3. **Electronic Glass**: - Revenue from electronic glass has increased due to government subsidies and the growth of the electronic consumer products sector [3]. - One product has achieved profitability, while another is still in the process of reducing losses [3]. Strategic Adjustments - Yamaton has closed its photovoltaic glass production line in Changzhou due to low efficiency and high operational costs, opting to buy raw materials from other regions [5]. - The company is developing a new production line for **perovskite glass**, collaborating with companies like GCL and Jidian [6]. International Expansion - Yamaton is establishing a production base in the **Middle East**, with plans for a **1 million square meter** capacity, aiming for completion by mid-2027 [11][12]. - The decision to set up in the Middle East is driven by lower energy costs and favorable tariffs [11]. Pricing and Market Conditions - Current overseas prices for photovoltaic glass are around **$2.30 to $2.60 per square meter**, significantly higher than domestic prices, which are around **10 RMB** [13][15]. - The company anticipates that the market will continue to face challenges due to excess supply and insufficient demand, leading to potential natural market corrections [50][52]. Future Outlook - Yamaton expects to see an increase in sales in 2026, driven by traditional photovoltaic glass and additional contributions from energy storage glass [46]. - The company is also optimistic about the potential for its perovskite glass products, although large-scale production may take time [28][55]. Industry Dynamics - The photovoltaic glass industry is experiencing significant competition, with many companies facing financial difficulties due to overcapacity and low prices [50][52]. - Yamaton is focused on maintaining a competitive edge through cost management and strategic partnerships, particularly in the international market [24][52]. Additional Insights - The company is exploring advanced glass technologies for aerospace applications, indicating a potential diversification of its product offerings [41][42]. - Yamaton is committed to innovation and has a strong technical foundation in glass processing, which may position it well for future opportunities in emerging markets [41][42].