01 Fuyao Glass: a piece of glass with special skills

Intelligent dimming, heating to remove fog, playing video …... Items of "cool techs" subvert people's traditional perception of glass.

These "stunning" glass are produced by Fuyao Glass Industry Group Co., Ltd. With continuous R & D investment and technological innovation, Fuyao has grown from a previously unknown township factory to the world's leading provider of integrated solutions for automotive glass and automotive accessories.

The reporter recently walked into this company to see how it can lead manufacturing upgrading with technological innovation, speed up the cultivation of new productivity, and produce more intelligent, green and high value-added products.

Application scenario of expanding function of "Glass +"

  , a piece of Fuyao glass, can be an intelligent display screen, which can project information such as vehicle navigation directly in front of the glass; after coating, it can effectively reflect heat, prevent the temperature inside the car from getting too high, and slow down the aging of the dashboard inside the car; after loading the chip, it will be transformed into the "digital electronic license plate ID card" of the intelligent network connected car.

The realization of these "glass +" functions of    stems from Fuyao's continuous innovation. The group has a R & D team of more than 4000 people, and more than 4% of its annual revenue is spent on innovative R & D. By the end of 2023, Fuyao has applied for a total of 3377 patents worldwide.

   "there are no shortcuts to core technology, and we must rely on independent innovation." Ye Shu, president of Fuyao Glass Industry Group Co., Ltd., said that now the company has achieved 100% self-control of the core technology.

In recent years,    has devoted itself to emerging industries such as intelligent network-connected new energy vehicles, dedicated to providing automotive glass solutions that integrate information exchange, windows and other functions, making glass "smarter".

   's new vehicle-mounted 5G antenna glass is an important achievement of Fuyao industry innovation. In order to have a high level of self-driving capability, smart cars need to install at least 20 antennas to meet the 5G communication requirements. How to install so many antennas has always been a difficult problem in the industry.

According to the relevant personnel of    Fuyao Glass Engineering Research Institute, Fuyao specially set up a key team to realize the integrated design of antenna and glass by hiding the antenna inside the glass. At present, Fuyao 5G antenna glass can reach a network speed of up to 800 megabits per second. As an important carrier of display interaction, data transmission and other functions, automobile glass is constantly being redefined.

"4.0 Factory" improves the efficiency of Intelligent Manufacturing

At    's newly built Green Wisdom Factory in Fuyao, the robotic arms on the production line are swinging back and forth regularly. A piece of flat glass, after grinding, pressing, coating and other fine processes into a finished product, until the logistics box, the whole production line has achieved a high degree of automation.

   "this is Fuyao's newly built '4.0 factory'. Although the number of people on the production line has been reduced by nearly 20%, the production efficiency has increased by 200%, and a set of skylights can be produced every 30 seconds. " Wu Lide, Fuyao's head of automotive glass production, said Fuyao now has 2229 industrial robots.

In addition to automated production of   , this green wisdom factory is also equipped with artificial intelligence visual inspection system. Taking the large skylight production line as an example, 9 sets of automatic detection systems and 2 monitoring and positioning systems are arranged in 7 key processes of the whole line, and the defects such as cracks and bubbles of glass are learned deeply by artificial intelligence. it can replace people to complete quality inspection work such as appearance, transparency, trademark and so on.

   industrial Internet is the trend of the times. Fuyao is actively laying out the "nervous system" to cover factories around the world, reaching the upper and lower reaches of the industrial chain.

According to   , in 50 factories around the world, more than 50% of the homemade CNC machine tools are connected to the information processing center using Internet sensors and other technologies in order to optimize the management of the entire production process. It is estimated that the production efficiency of Fuyao has increased by 30.5%, the defective rate of products has been reduced by more than 30%, and the energy efficiency has increased by 12%.

   through the factory network, Fuyao already has a "multi-variety, small batch" highly flexible mode of production.

   "We can produce dozens of different kinds of automotive glass on the same production line. It usually takes only one hour to switch between ordinary glass categories, and a workshop can produce tens of thousands of different kinds of automotive glass a year." It is difficult for traditional factories to achieve this flexibility, Mr. Wu said.

"Greening" promotes High-quality Development

At the beginning of    2024, Fuyao announced that it will invest 3.25 billion yuan to build a first-class zero-carbon intelligent factory in Fujian to build the world's largest automotive glass export base.

According to    statistics, Fuyao achieved photovoltaic power generation of about 100000 megawatt hours and waste heat generation of about 70 megawatt hours in 2023, reducing carbon dioxide emissions by about 120000 tons. By the end of 2023, a total of 14 production bases in Fuyao have been certified as "green factories". Fuyao has also formulated the "double carbon strategic goal" and plans to achieve a 50% reduction in carbon emissions per 10,000 yuan of output value by 2030 compared with 2019.

   "in order to achieve the low-carbon goal, Fuyao continues to optimize the process and reduce unit energy consumption in the production process." Wu Li de said that the enterprise will be green concept throughout the design, research and development, manufacturing and other production and operation of every link.

  -"Green Design" to improve efficiency with digital technology. Through advanced digital simulation technology, Fuyao helps researchers transform 3D design results into simulation and shorten the product design cycle.

  , "green energy", develops photothermal power generation according to local conditions. Promote the project of comprehensive utilization of waste heat, install waste heat power generation equipment, and recover heat from flue gas for power generation.

  -- "green products", continue to study innovative technologies for energy saving and consumption reduction. Fuyao has made many phased achievements: ultra-insulated glass can isolate 87% infrared and 99% ultraviolet rays, reducing energy consumption of air conditioning in cars; solar glass can power on-board electrical appliances and reduce car carbon dioxide emissions; lightweight glass can reduce the weight of toughened glass and laminated glass through special technology, and reduce automobile fuel and power consumption.

   Ye Shu said that for enterprises starting from the traditional manufacturing field, the development of new quality productivity is to adhere to science and technology-led and innovation-driven. Only by constantly promoting the transformation and upgrading of digital, networked, intelligent and green enterprises, will the products be competitive.

02 Nanbo An is granted a patent for utility model: "Glass alignment device and Glass Transmission platform"

According to the Securities Star News, according to the enterprise search data, Nan Bo A (000012) has obtained a new patent for utility model, the patent is called "Glass alignment device and Glass Transmission", the patent application number is CN202322349998.3, and the authorization date is May 7, 2024.

Patent summary: the utility model discloses a glass alignment device, comprising a driving shaft, a torque limiter, a conveying mechanism and a blocking mechanism; the driving shaft extends in the first direction; the torque limiter includes a torque input part and a torque output part. The torque limiter has a torque preset value, and the torque input part is arranged on the drive shaft; the conveying mechanism includes a plurality of conveying components, and the conveying assembly includes a transmission wheel connected with the torque output part. When the load torque is greater than the torque preset value, the torque limiter makes the torque accepted by the transmission wheel do not exceed the torque preset value, so that the conveying assembly stops conveying glass; the side of the blocking mechanism close to the conveying mechanism is provided with a blocking surface for touching the glass. The above scheme reduces the wear and tear of the glass by reducing the relative sliding of the glass in the alignment process through the torque controller. The utility model also discloses a glass transmission table, which comprises a transport device and the glass alignment device, which can reduce the wear and tear suffered by the glass alignment.

Since the beginning of this year, 94 new patents have been granted to Nanbo A, a decrease of 1.05% compared with the same period last year. Combined with the financial data of the company's 2023 annual report, the company invested 739 million yuan in research and development in 2023, an increase of 14.77% over the same period last year.

03 Qibin Group: at present, it has formed a diversified business pattern of products, especially the rapid development of photovoltaic glass industry, which has become a new economic growth point of the company.

Flush (300033) Financial Research Center, May 08, some investors asked Qibin Group (601636) about the sustainability of performance growth.

The company replied, Dear Investor: Hello! Since 2019, the company has actively implemented the medium-and long-term strategic development plan from 2019 to 2024, and has formed a diversified business pattern of products, especially the rapid development of photovoltaic glass industry, which has become a new economic growth point of the company. The production and sales volume of photovoltaic glass increased significantly compared with the same period last year, and the profitability was greatly enhanced, with a net profit of 238 million yuan in 2023 and 110 million yuan in the first quarter of 2024, becoming a new profit growth point. In 2024, the company will actively implement the "Action Plan for quality improvement, efficiency and return" of Zhuzhou Qibin Group Co., Ltd. in 2024, continue to enhance the company's ability to create value, and accelerate the promotion of the main business to become bigger, stronger and better. Thank you for your attention and support to Qibin Group.

04 Xinyi glass rose by more than 8% in May float glass demand improvement expected cost pressure is expected to continue to ease

Xinyi Glass rose more than 8%. As of press time, it rose 7.34% to HK $9.51, with a turnover of HK $104 million.

On the news side, Xinyi Glass recently released the Xinyi High quality float Glass Price Index, and the price of China's float glass market is expected to stabilize and rise in May 2024. On the supply side, the actual effective production capacity of float glass is expected to decrease, with the substantial compression of float glass profits, some elderly kilns plan to release water for cold repair, and supply storage is expected to decline; on the demand side, demand is expected to improve in May, and the price of float glass is expected to rise month-on-month in May.

Oriental Securities pointed out that float glass may be cautious in 2024, but there is no need to be overly pessimistic about the company's earnings. Since the beginning of 2024, the demand for completion has weakened, and the glass market is under some pressure. Judging from the current trend, the prosperity of float glass may be under further pressure. However, from the cost side of the industry, with the continuous release of pure alkali production capacity, the supply and demand pattern continues to optimize, the long-term price trend is expected to decline, glass cost pressure will continue to ease. In addition, the company's construction glass, automotive glass and other business profits are cyclical, which can hedge the performance pressure to a certain extent.

05 renovation of the past, followed by an increase in splendor | Mingda Glass of Hai Seng Group implements the float first-line cold repair technical upgrading project.

Haisheng Group Mingda Glass (Chengdu) Co., Ltd. has two float glass production lines, of which the first line of float was ignited in April 2009. the daily melting capacity of the production line is 700t/d, which can produce high quality float glass with a thickness of 3 mm-19mm, and the maximum size of the product can reach 3300mm × 7800mm. Since it was put into production, float glass 68 million weight boxes have been produced in the first line of float, which has provided competitive high-quality products for the market and won wide praise and recognition from customers.

After 15 years of operation, the float kiln has far exceeded the expected life, the kiln condition is poor, and there are many equipment breakdowns. In order to further improve product quality, reduce energy consumption and ensure safe production, after approval by the Group, the company decided to release water and tin in May 2024 and carry out cold repair technology upgrading on the float front line. This water release and tin release work is undertaken by Zhongbei Keli Company. in order to ensure the safe and smooth progress of water release and tin release, the company held many meetings to communicate with Zhongbei Company and determined the implementation plan of water release and tin release. the factory has made great efforts to carry out the relevant preparatory work. After the materials and spare parts are in place, the cold repair project team, installation company, Zhongbei Company and other units have been stationed in the company one after another. on May 1, Zhongbei Company began to install the equipment and pipes needed for water and tin release. Under the leadership and coordination of the company, all departments of the factory cooperate and cooperate vigorously, everything at the water release site is in good order, and all the work is firmly promoted according to the plan.

After all the preparatory work was ready, 10:00 on May 8, with the order of the general manager of the company, Zhou Yong, the hot glass water was quenched, and the broken glass particles rushed out, and the production line, which had been running for 15 years and 26 days, was officially released. At 18:58 in the afternoon, the silver tin water trickled out, and the tin release work began as scheduled. Tin release operation, package counting, weighing transfer, storage supervision and other work proceeded in an orderly, steady and orderly manner, and all tin ingots were put into storage.

According to the plan, after the completion of the water and tin release work, the cold repair technical renovation work will be rolled out in an all-round way. the main part of the cold repair will be contracted by China Building Materials International Engineering Group, and some of the projects will be subcontracted by China's leading companies in the industry. On the basis of the production experience in the last kiln period, the mature and advanced technology outside China has been absorbed, and a bubbler has been added to the bottom of the kiln. Adopt new insulation and energy-saving technology, purchase high-quality refractory masonry kilns produced by Chinese joint ventures, and overhaul, update and upgrade the equipment of the whole line.

After the completion of the cold repair and technical transformation, the quality of the first-line float products will be significantly improved, and the energy consumption and other technical indicators will reach the leading level in China's kilns of the same scale. The company will continue to increase technological innovation and equipment upgrading, further stimulate endogenous power, enhance core competitiveness, and strive to write a new chapter of high-quality development.