Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 720,000 yuan, indicating a significant role in capital operations [1][3] - Among the cement industry, 73 listed companies disclosed their secretaries' information, with 20 being cement companies [1] - The average age of cement company secretaries is 47 years, with 58.3% aged between 40-50 years, and only 8.3% aged between 30-40 years [1] - The educational background shows that 58.3% of cement company secretaries hold a bachelor's degree, while 33.3% have a master's degree [2] Salary and Employment Trends - The average annual salary for cement company secretaries is 712,000 yuan, which is higher than the average salary of 666,100 yuan in the building materials industry, but has decreased by 16.2% year-on-year [3] - The median salary for these secretaries is 751,500 yuan, with the highest salary being 1.6187 million yuan, significantly higher than the second highest at 1.348 million yuan [3] - Male secretaries earn an average of 734,200 yuan, which is over 70,000 yuan more than their female counterparts [3] Tenure and Compliance - The majority of cement company secretaries have a short to medium tenure, with 33.3% serving between 3-5 years and 20.8% having less than 1 year [1] - In 2024, one secretary from a cement company was reported for non-compliance, specifically related to inaccurate goodwill impairment testing [3]

2、中國移動 (00941.HK)：股價跳空，上方阻力多少？也有投資者反手做Put 1、恆指：看跌方向的投資者表示，在24828位置加熊證（收回價25288點），下週跌回24500。也有投資者過夜牛證，收回價24773 Simon：全日收24858點，比較失望的是跌穿保力加通道中線以下。需要提醒的是衍生品選擇週末持倉過夜的話，產品的收回價要謹慎一些。技術信號為"中 立"。有9個賣出和4個買入以及10個中立信號。參考支持位和阻力位分別是24395點和25355點。投資者選擇牛證的話，收回價選擇挨近24000點的會比較安 全。熊證則收回價也高於第二個阻力位25600之上的產品會安全。 | 信號總結 | 賣出信號 中立信號 | 買入信號 | | --- | --- | --- | | 中立 | 10 | | 3、海螺水泥 (00914.HK)：水泥股逆勢上升，走勢企穩了嗎？是否挑戰25元 Simon:收市價89.6元，升穿保力加通道中線。從低位85元左右開始反彈。參考技術分析的信號總結為"中立"。上方阻力位90.1元和93.4元。建議多一個觀 察。當然技術分析沒有百分百確定，我們統計的數據也是給大家多一個參考。 S ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股共有73家建筑材料上市公司公开披露了董事会秘书信息，其中20家为水泥上市公司。 就年龄结构而言，2024年水泥上市公司董秘以中坚力量为主，平均年龄为47岁，40-50岁群体约占58.3%，50岁以上群体约占33.3%，30-40岁群体仅占8.3%。 结合性别分析，男性董秘占据主导地位，整体约占70.8%，平均年龄为48.29岁；女性董秘约占29.2%，平均年龄为43.86岁。 年龄最大的男性董秘为海南瑞泽于清池，现已58岁。年龄最大的女性董秘为三和管桩吴延红，目前52岁。三和管桩的新任董秘余俊乐年龄最小，为31岁。 就任职期限而言，2024年水泥上市公司董秘以中短期为主，任职时间在3-5年的占比最高，约为33.3%；任期在1年以内的董秘群体次之，约占比20.8%；任职 5-10年和10年以上的董秘群体均占比16.7 ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股共有73家建筑材料上市公司公开披露了董事会秘书信息，其中20家为水泥上市公司。 就年龄结构而言，2024年水泥上市公司董秘以中坚力量为主，平均年龄为47岁，40-50岁群体约占58.3%，50岁以上群体约占33.3%，30-40岁群体仅占8.3%。 结合性别分析，男性董秘占据主导地位，整体约占70.8%，平均年龄为48.29岁；女性董秘约占29.2%，平均年龄为43.86岁。 年龄最大的男性董秘为海南瑞泽于清池，现已58岁。年龄最大的女性董秘为三和管桩吴延红，目前52岁。三和管桩的新任董秘余俊乐年龄最小，为31岁。 就任职期限而言，2024年水泥上市公司董秘以中短期为主，任职时间在3-5年的占比最高，约为33.3%；任期在1年以内的董秘群体次之，约占比20.8%；任职 5-10年和10年以上的董秘群体均占比16.7 ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling over 200 points, closing below 25,000 points, and the Hang Seng Technology Index dropping by 1.56% [1] - Major technology stocks saw a broad decline, with Alibaba down 2.4% and JD.com down 1.44% [2] Sector Performance - The semiconductor sector faced significant losses, with SMIC dropping over 8%, marking the worst performance in the sector [4] - Gaming stocks also fell sharply, with Wynn Macau down over 7% and MGM China down over 6% [6] - The paper industry saw declines, with Chenming Paper down over 8% [7] - Innovative drug stocks continued to decline, with Hutchison China MediTech down over 15% and Zai Lab down over 10% [8] Positive Performances - Gold stocks led gains in the metals sector, with Zhaojin Mining and Lingbao Gold both rising over 3% [3][10] - Heavy machinery stocks showed resilience, with Zhonglian Heavy Industry rising nearly 6% [3] - Cement stocks performed well, with Shanshui Cement up over 6% [9] - Wind power stocks also saw increases, with Goldwind Technology rising over 10% [11] Capital Flows - Southbound funds recorded a net inflow of 6.271 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 3.28 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 2.992 billion HKD [12] Future Outlook - Huatai Securities suggests that the recent pullback in the Hong Kong market is due to adjustments in expectations, but the medium-term liquidity remains accommodative. They recommend focusing on sectors with improving conditions and low valuations, particularly in technology [13]

Group 1 - Cement stocks have shown significant gains, with Huaxin Cement rising by 4.02% to HKD 13.99, Conch Cement increasing by 3.47% to HKD 23.86, Dongwu Cement up by 3.07% to HKD 4.03, and China Resources Cement Technology rising by 1.6% to HKD 1.91 [1] - The China Cement Association released a document on July 1 in response to anti-overproduction policies, which is expected to enhance the enforcement of production limits [1] - Mid-term outlook suggests that cement industry capacity is likely to continue declining under the restriction policies, leading to a significant increase in capacity utilization [1] Group 2 - Currently, the cement industry is experiencing a low demand and price season, but it is anticipated that demand will recover in August, resulting in gradual price increases [1] - Dongwu Securities indicates that the consensus on supply self-discipline within the cement industry is expected to strengthen, with the annual profit center likely to be better than last year [1] - Despite fluctuations in demand and price declines in Q2, the willingness to maintain profits among leading companies has significantly increased, suggesting that the supply-demand rebalancing will occur sooner than last year [1]

消息面上，7月1日，水泥协会发布响应反内卷政策文件。中邮证券认为会推动限制超产政策更好的执 行。从中期维度来看，水泥行业产能有望在限制超产政策下产能持续下降，产能利用率从而大幅提升， 目前水泥行业处于淡季需求低点及价格低点，该行判断行业有望在8月份需求回暖后逐步价格提升。 智通财经APP获悉，水泥股涨幅居前，截至发稿，华新水泥(06655)涨4.02%，报13.99港元；海螺水泥 (00914)涨3.47%，报23.86港元；东吴水泥(00695)涨3.07%，报4.03港元；华润建材科技(01313)涨1.6%， 报1.91港元。 东吴证券指出，水泥行业供给自律共识有望进一步强化，全年盈利中枢有望好于去年。尽管Q2因需求 波动或错峰执行问题供需阶段性失衡、价格出现回落，但今年行业在主导企业引领下维护利润的意愿显 著增强，该行认为供需再平衡时间仍然会明显好于去年，后续旺季提价时点有望较去年提前，全年盈利 中枢有望高于去年。 ...

转自：市场监管总局网站 | 序 | 案件名称 | 参与集中的经营者 | 审结 | | --- | --- | --- | --- | | 号 | | | 时间 | | 1 广东海大集团股份有限公司收购珠 | | 广东海大集团股份有限公司，珠海市德海生物科技有限公司 | 2025 年7月 | | 海市德海生物科技有限公司股权案 | | | 30日 | | 中国国际医药卫生有限公司和国药 | | | 2025 | | 2 | 国际香港有限公司收购山东鲁中投 | 中国国际医药卫生有限公司，国药国际香港有限公司，山东鲁中控股集团有限公司，山东鲁中投资有限责 | 年7月 | | 资有限责任公司股权案 | | 任公司 | 30日 | | 3 上海之恒新能源有限公司与华润电 | | 上海之恒新能源有限公司，华润电力控股有限公司 | 2025 年8月 | | 力控股有限公司新设合营企业案 | | | | | | | | 1日 | | 4 上海之恒新能源有限公司与华润电 | 力控股有限公司新设合营企业案 | 上海之恒新能源有限公司，华润电力控股有限公司 | 2025 年8月 | | | | | 1日 | | 安徽海螺水泥股份有 ...

Group 1 - Dongwu Cement (00695.HK) increased by 17.30% [1] - Western Cement (02233.HK) rose by 3.25% [1] - Conch Cement (00914.HK) saw a rise of 1.06% [1]

Group 1 - The stock price of Conch Cement as of August 6, 2025, is 23.37 yuan, down 0.01 yuan from the previous trading day, with a decline of 0.04% [1] - Conch Cement is a major player in the domestic cement industry, engaged in the production and sale of cement and clinker, with operations across various regions in China and some overseas markets [1] - On August 4, the Shaanxi Provincial Market Supervision Administration announced the unconditional approval of Conch Cement's acquisition of part of Yao Bai Group's business, which includes equity and assets from multiple companies [1] Group 2 - The acquisition involves companies such as Yili Yao Bai Cement and Xinjiang Baihang Environmental Technology, focusing on general cement, ready-mixed concrete, and industrial solid waste disposal [1] - Following the completion of the transaction, Conch Cement will have full control over the target companies and assets [1] - On August 6, the net inflow of main funds was 12.89 million yuan, while there was a net outflow of 216 million yuan over the past five days [2]