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，非银金融行业共有83家A股上市公司（根据申万一级行业分类），涵盖券商、保险及多元金融等细分行业。 拉卡拉原财务总监周钢去年薪酬425.65万元，比前一年上涨2.21万元，但拉卡拉公司去年营收57.6亿元跌2.9%，归母净利润3.51亿元跌23%。 83位公司董秘中，年龄介于50岁——59岁的有49位，占比59.03%，接近六成，是非银金融行业的中坚力量；年龄介于40岁——50岁的有26位，占比 31.33%；年龄在30-39岁的有7位，占比8.43%；年龄在60岁及以上的只有1位，其是来自华鑫股份的董秘胡之奎，1965年出生；年龄最小的董秘是来 自锦龙股份的陈浪，今年33岁。 从学历构成看，硕士学历人数最多为47人，占比56.63%；本科学历23人，占比27.71%；博士学历人数为12人，占比14.46%；大专及以下学 ...

Core Insights - The report highlights that in 2024, the total salary for A-share company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - A total of 1,144 company secretaries earned over 1 million yuan, accounting for more than 21% of the total [1] Salary Overview - The average salary for company secretaries in the non-banking financial sector is 1.162 million yuan, with the highest salary being 3.7368 million yuan for Sheng Ruisheng from China Ping An [1][6] - The lowest salary recorded is 192,400 yuan for Guo Liangyong from Zhongyuan Securities [6] Demographics of Company Secretaries - In the non-banking financial sector, 59.03% of company secretaries are aged between 50-59 years, while 31.33% are aged 40-50 years [1] - The educational background shows that 56.63% hold a master's degree, 27.71% have a bachelor's degree, and 14.46% possess a doctoral degree [3] Company Specifics - Guo Liangyong, the secretary from Zhongyuan Securities, has a background that includes various roles in finance and management, but his recent appointment as secretary coincides with the company facing significant regulatory challenges [6][7] - Zhongyuan Securities has received multiple regulatory penalties in 2024, which have adversely affected its investment banking revenue, leading to a year-on-year decline of 38.79% [9][10]

Group 1 - The Shanghai Composite Index fell by 1.18% to close at 3573.21 points, while the Hang Seng Index dropped by 1.6% to 24773.33 points [1] - Zhongyuan Securities has an AH premium of 74.85%, ranking 48th among AH stocks [1] - At the close, Zhongyuan Securities' A-shares were priced at 4.39 yuan, down 2.23%, and H-shares were at 2.74 HKD, down 4.86% [1] Group 2 - Zhongyuan Securities Co., Ltd. was established on November 8, 2002, and is a key player in the capital market development in Henan [1] - It is one of over 140 securities companies in China that are listed on both the Hong Kong and domestic main boards, having successfully listed in Hong Kong in June 2014 and on the Shanghai Stock Exchange in January 2017 [1] - The company has become a comprehensive securities firm with a focus on research, investment banking, investment business, wealth management, and asset management, ranking 9th in the industry for the number of companies sponsored for listing and approval rate by the end of 2021 [1]

7月31日，中州证券(01375)盘中下跌5.21%，截至13:36，报2.73元/股，成交1.16亿元。 中原证券股份有限公司是一家以研究为先导、投资银行、投资业务、财富管理、资产管理等各项业务在 内的综合类券商，是全国140多家证券公司中第8家同时在香港和境内主板上市的券商之一。公司的保荐 企业上市数量和过会率2021年底排在全行业第9位，上海债券自营投资近年来持续保持较好水平。 截至2025年一季报，中州证券营业总收入4.01亿元、净利润1.03亿元。 本文源自：金融界 作者：行情君 ...

Group 1: Company Overview - Zhongyuan Securities' stock price closed at 4.49 yuan on July 30, down 1.54% from the previous trading day, with a trading volume of 810,329 hands and a transaction amount of 365 million yuan [1] - Zhongyuan Securities is a comprehensive securities company based in Zhengzhou, Henan Province, offering services in securities brokerage, investment banking, and asset management [1] Group 2: Industry Trends - The internationalization process of the brokerage industry is accelerating, with several firms expanding overseas through listings in Hong Kong or increasing capital in their Hong Kong subsidiaries [1] - Currently, 13 mainland brokerage firms have achieved "A+H" dual listings, with Zhongyuan Securities being one of them [1] - In 2024, some leading brokerages are expected to see significant growth in international business revenue, with CITIC Securities reporting a 116% year-on-year increase in net profit from international operations [1] Group 3: Market Activity - On July 30, Zhongyuan Securities experienced a net outflow of 13.864 million yuan in principal funds, indicating a trend of net outflow for the day [2]

2021年至2024年，*ST太和实现营业收入分别为4.60亿元、2.05亿元、1.83亿元和1.03亿元，实现归属于 上市公司股东的净利润分别为9240.83万元、-1.60亿元、-2.87亿元和-3.34亿元，实现归属于上市公司股 东的扣除非经常性损益的净利润分别为9101.09万元、-1.61亿元、-2.86亿元和-3.41亿元。 太和水于2025年4月26日发布公告称，因公司2024年度经审计的扣除非经常性损益前后的净利润均为负 值，且扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入低于3亿元，公司股票将 被实施退市风险警示，实施起始日为2025年4月29日，实施后A股简称为*ST太和。 中国经济网北京7月30日讯*ST太和（605081）(605081.SH)近日披露2025年半年度业绩预亏公告。 经财务部门初步测算，*ST太和预计2025年半年度实现归属于母公司所有者的净利润-3850万元到-5670 万元，上年同期为-1,996万元；预计2025年半年度实现归属于母公司所有者的扣除非经常性损益后的净 利润-3410万元到-5100万元。本次业绩预告所涉及的财务数据未经注册会计师审计 ...

来源：格隆汇APP 格隆汇7月30日丨根据联交所最新权益披露资料显示，2025年7月23日，中州证券(01375.HK)获易方达基 金管理有限公司在场内以每股均价2.8152港元增持183.6万股，涉资约516.87万港元。 增持后，易方达基金管理有限公司最新持股数目为8399万股，持股比例由6.87%上升至7.03%。 | 股份代替: | 01375 | | --- | --- | | 上市法國名稱: | 中原壇券股份有限公司 - H股 | | 日期(日/月/年): | 30/06/2025 - 30/07/2025 | | 麦格里强 | 大股票/董事/愛基行政人員名稱作出破露8 寶入 / 廣出來 步及时 每股83平均價 | | | | 拼有權益的股份數目 佔已發行的 南蘭事件的日期 相關法國股份 資權盧權益 - | | | --- | --- | --- | --- | --- | --- | --- | | | 原因 | | | | ( ) 。 一 有 有 有 有 。 有 。 一 。 一 。 | | | | | | | | 同三分比 | | | | | | | | ( 96 ) | | | CS2025 ...

Group 1 - The company Sifang New Materials (四方新材) expects a net loss of between 20 million to 30 million yuan for the first half of 2025, indicating a significant decline compared to the previous year's profit of 11.30 million yuan [1] - The projected operating revenue for the first half of 2025 is approximately 540.19 million yuan, reflecting a year-on-year decrease of 22.59% [1] - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -35 million to -50 million yuan for the same period [1] Group 2 - Sifang New Materials raised a total of 1.32 billion yuan through its initial public offering, with a net amount of 1.24 billion yuan after deducting issuance costs [2] - The company planned to use the raised funds for projects including prefabricated concrete components, dry-mixed mortar, logistics upgrades, and working capital [2] - The total issuance costs for the IPO amounted to 89.87 million yuan, with underwriting fees accounting for 77.33 million yuan [2]

Market Overview - On July 24, the A-share market opened lower but rose slightly, with the Shanghai Composite Index facing resistance around 3608 points[3] - The Shanghai Composite Index closed at 3605.73 points, up 0.65%, while the Shenzhen Component Index rose 1.21% to 11,193.06 points[9] - Total trading volume for both markets was 18,742 billion yuan, slightly lower than the previous trading day[9] Sector Performance - Strong performers included securities, non-ferrous metals, semiconductors, and energy metals, while precious metals, banks, insurance, and electric power sectors lagged[4] - Over 80% of stocks in the two markets rose, with energy metals and small metals leading the gains[9] Valuation Metrics - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 14.75 times and 40.41 times, respectively, indicating a mid-range valuation over the past three years[4] - The trading volume is above the median of the past three years, suggesting a healthy market activity level[4] Economic Outlook - China's economy continues to show moderate recovery, driven by consumption and investment[4] - Long-term capital inflows are increasing, with steady growth in ETF sizes and continuous inflow from insurance funds, providing significant support to the market[4] Investment Strategy - Investors are advised to focus on sectors with high mid-year performance growth and technology growth strategies, while also considering high-dividend banks and public utilities[4] - Short-term market expectations lean towards steady upward fluctuations, with a need to monitor policy, capital flow, and external market changes closely[4]

Group 1: Market Trends - The paper sector continues its upward trend, with Nine Dragons Paper (02689.HK) leading the gains, rising over 9% after announcing a price increase of 30 CNY/ton for corrugated paper and recycled cardboard starting August 1, reflecting an optimized supply-demand structure in the industry [1] - The brokerage sector saw collective strength, with major Chinese brokerages like Dongfang Securities (03958.HK) and Zhongyuan Securities (01375.HK) rising over 6% and 5% respectively, indicating significant capital inflow into the sector [1] - Urban Beauty (02298.HK) surged 13% as its online GMV for 2024 is projected to reach 1.57 billion CNY, marking a 100% year-on-year increase, showcasing the effectiveness of its new retail transformation [1] Group 2: Company Performance - China Duty Free Group (01880.HK) soared 17% after Macquarie's report indicated a narrowing year-on-year revenue decline from 19.5% in Q4 2024 to 11% in Q1 2025, with a stable gross margin of 33% [1] - The gaming sector experienced a broad increase, with companies like 澳博控股 (00880.HK) and 银河娱乐 (00027.HK) rising over 3%, supported by UBS data showing Macau's average daily gaming revenue in July at 683 million MOP, a 14% year-on-year increase [2] - 雍禾医疗 (02279.HK) saw a 13% increase after forming a strategic partnership with Meituan Health to build a medical-grade hair health service system [2] Group 3: Real Estate and Financing - The Hong Kong real estate sector collectively strengthened, with Country Garden (02007.HK) leading with nearly a 10% rise, driven by improved financing conditions as indicated by the People's Bank of China's report showing a recovery in real estate loan growth [3] - Meilan Airport (0357.HK) rose 10% as CITIC Securities highlighted the significance of Hainan's trade opening, which is expected to benefit the local tourism industry [3] Group 4: Gold Sector Decline - The gold sector faced pressure, with companies like 潼关黄金 (00340.HK) and 大唐黄金 (08331.HK) dropping over 4%, attributed to a decline in spot gold prices below 3,380 USD/oz, driven by reduced safe-haven appeal due to easing trade tensions [4] Group 5: US Market Highlights - Futu Holdings (FUTU.US) rose 2.82% after announcing a long-term strategic partnership with Huaxia Fund to promote the integration of traditional finance and blockchain technology [5] - Japanese automotive stocks surged, with Toyota (TM.US) and Honda (HMC.US) rising over 13% following news of a trade agreement reducing tariffs on Japanese cars [6] - Nuclear power stocks in the US saw significant gains, with Oklo Inc (OKLO.US) rising 9.21%, reflecting a growing interest in nuclear energy [5]