关于株洲旗滨集团股份有限公司委托理财的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 基本情况 | 投资金额 | 105,000 万元 | | --- | --- | | 投资种类 | 银行理财产品 | | 资金来源 | 自有资金 | 同时，本次公司收回近日到期的理财产品本金 59,245 万元。 已履行及拟履行的审议程序 公司第五届董事会第三十八次会议、2024 年年度股东会同意公司继续使用 闲置自有资金进行投资理财业务的额度为不超过 20 亿元(单日最高余额)。具体 内容请详见公司于 2025 年 4 月 25 日、2025 年 5 月 16 日刊载《中国证券报》《证 券时报》《上海证券报》《证券日报》及上海证券交易所网站的相关公告（公告 编号：2025-034、2025-054）。 特别风险提示 证券代码：601636 证券简称：旗滨集团 公告编号：2025-094 可转债代码：113047 可转债简称：旗滨转债 尽管本次公司进行现金管理，购买安全性高、流动性好、有保本约定的产品， 属于低风险投资产 ...

格隆汇10月20日丨旗滨集团(601636.SH)公布，2025年10月20日，公司以集中竞价交易方式首次回购公 司股份468.33万股，占公司总股本的比例为0.1745%，购买的最高价为7.07元/股、最低价为6.94元/股， 支付的总金额为人民币3287.33万元（不含交易费用）。 ...

| 证券代码：601636 | 证券简称：旗滨集团 | 公告编号：2025-095 | | --- | --- | --- | | 可转债代码：113047 | 可转债简称：旗滨转债 | | 一、回购股份的基本情况 株洲旗滨集团股份有限公司（以下简称"公司"）于 2025 年 9 月 25 日召开了 第六届董事会第五次会议，审议通过了《关于以集中竞价交易方式回购股份的议 案》，同意公司自董事会审议通过本次回购股份预案之日起 12 个月内（即 2025 年 9 月 25 日至 2026 年 9 月 24 日），使用自有资金或自筹资金以集中竞价交易方式 回购公司股份，回购的资金总额不低于人民币 10,000 万元（含）且不超过 20,000 万元（含），回购价格不超过人民币 9.00 元/股（含），依照回购价格上限测算，回 购的数量不低于 1,100 万股（含）且不超过 2,200 万股（含），最终回购使用资金 总额、回购数量以回购期间的具体实施结果为准。本次回购股份将用于员工持股 计划或股权激励。 本次回购具体内容详见公司于 2025 年 10 月 1 日在上海证券交易所网站 株洲旗滨集团股份有限公司 关于以集 ...

Core Viewpoint - The company has announced its first share buyback, indicating a commitment to returning value to shareholders and confidence in its financial position [1] Group 1: Share Buyback Details - The company repurchased 4.6833 million shares, representing 0.1745% of the total share capital [1] - The highest purchase price was 7.07 CNY per share, while the lowest was 6.94 CNY per share [1] - The total amount paid for the buyback was 32.8733 million CNY, excluding transaction fees [1] Group 2: Compliance and Strategy - The buyback is in accordance with relevant laws and regulations [1] - The action aligns with the company's established share repurchase plan [1]

Market Performance - The glass and fiberglass sector increased by 0.76% compared to the previous trading day, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Stock Performance - Jiuding New Materials (002201) closed at 8.15, up 5.57% with a trading volume of 296,500 shares and a transaction value of 241 million yuan [1] - Other notable stocks include Changhai Co. (300196) at 14.32, up 2.65%, and Zhongcai Technology (002080) at 29.72, up 1.61% [1] Capital Flow - The glass and fiberglass sector saw a net inflow of 66.68 million yuan from main funds, while retail funds experienced a net inflow of 43.37 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with main funds showing positive movement while speculative funds recorded a net outflow of 110 million yuan [2] Individual Stock Capital Flow - Zhongcai Technology (002080) had a main fund net inflow of 33.47 million yuan, while retail funds showed a net inflow of 1.77 million yuan [3] - Jiuding New Materials (002201) experienced a main fund net inflow of 16.87 million yuan but a significant retail outflow of 20.52 million yuan [3]

Market Overview - The glass and fiberglass sector experienced a decline of 3.2% on October 17, with Yaopi Glass leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Yaopi Glass (600819) closed at 8.03, down 8.96% with a trading volume of 572,600 shares and a transaction value of 470 million yuan [1] - Other notable declines include: - China National Materials (002080) down 3.78% to 29.25 [1] - Honghe Technology (603256) down 3.68% to 31.69 [1] - China Jushi (600176) down 3.54% to 15.27 [1] - The overall trading volume and transaction values for other companies in the sector also reflected negative trends [1] Capital Flow - The glass and fiberglass sector saw a net outflow of 398 million yuan from institutional investors, while retail investors had a net inflow of 462 million yuan [1] - Detailed capital flow for specific stocks indicates: - Jiuding New Materials (002201) had a net inflow of over 3.05 million yuan from retail investors [2] - Significant outflows were noted for companies like North Glass (002613) with a net outflow of 12.58 million yuan from institutional investors [2] - Other companies such as Jinjing Technology (600586) and Qibin Group (601636) also experienced substantial net outflows from institutional investors [2]

Investment Rating - The report maintains a "Positive" investment rating for the building materials industry [12]. Core Insights - The report emphasizes the importance of tariff avoidance and cyclical trends, recommending a focus on African building materials due to the long-term benefits from population growth and urbanization in Africa, as well as short-term advantages from the U.S. interest rate cut cycle [6][9]. - It highlights that traditional building materials are less affected by U.S.-China tariff fluctuations, with companies like Huaxin Cement and Keda Manufacturing expected to see improved performance in Q3 [6][9]. - The report identifies specific companies with growth potential, including Sanke Tree, Hanhai Group, and Tubao, which are experiencing counter-cyclical growth, and companies like Qibin Group and Dongfang Yuhong that are leveraging operational advantages to stabilize [6][9]. Summary by Sections Cement - Cement shipments have decreased month-on-month, with the average shipment rate for major regions at approximately 44.3%, down 3.0 percentage points from the previous month and down 10.7 percentage points year-on-year [8][26]. - The report anticipates a continued oscillation in cement prices due to insufficient demand support, despite some regions pushing for price increases [8][26]. Glass - The glass market has seen an increase in inventory during the National Day holiday, with total inventory in monitored provinces rising to 57.74 million weight boxes, an increase of 13.71% from September 30 [8][42]. - The report notes that the production and consumption rates are currently at 58.78%, indicating a slowdown in market activity [8][42]. Fiberglass - The fiberglass sector remains relatively unaffected by tariffs, with a total tariff of 60% imposed on fiberglass imports from China to the U.S. since April, leading to a stagnation in trade [7]. - The report suggests that the AI electronic fabric market continues to experience strong demand, with Zhongcai Technology positioned as a leading player in this segment [7][9]. Recommendations - The report recommends focusing on the African supply chain and specialty fabrics, highlighting Huaxin Cement and Keda Manufacturing as key players in the African market [9]. - It also suggests that companies with strong business models and growth potential, such as Sanke Tree and Tubao, should be prioritized for investment [9].

Market Overview - The glass and fiberglass sector experienced a decline of 1.31% on October 16, with Qibin Group leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Qibin Group (601636) closed at 7.14, down 3.51% with a trading volume of 499,400 shares and a turnover of 358 million yuan [1] - Other notable declines include: - Zai Sheng Technology (603601) down 2.99% to 4.87 [1] - Shandong Pofiber (605006) down 2.81% to 7.62 [1] - International Composite Materials (301526) down 2.78% to 5.94 [1] - Yao Pi Glass (600819) down 2.43% to 8.82 [1] Capital Flow - The glass and fiberglass sector saw a net outflow of 273 million yuan from institutional investors, while retail investors had a net inflow of 199 million yuan [1] - The following stocks had significant capital flows: - Kai Sheng New Energy (600876) had a net inflow of 276,940 yuan from institutional investors [2] - Jinjing Technology (600586) experienced a net outflow of 16.41 million yuan from institutional investors [2] - Nine Ding New Materials (002201) had a net outflow of 10.96 million yuan from institutional investors [2]

Core Viewpoint - On October 15, Qibin Group's stock rose by 1.65%, with a trading volume of 394 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On October 15, Qibin Group had a financing buy-in amount of 30.93 million yuan and a financing repayment of 29.15 million yuan, resulting in a net financing buy of 1.78 million yuan. The total financing and securities balance reached 311 million yuan [1]. - The current financing balance is 303 million yuan, accounting for 1.53% of the circulating market value, which is below the 10% percentile level over the past year, indicating a low financing level [1]. - In terms of securities lending, on October 15, Qibin Group repaid 9,700 shares and sold 11,400 shares, with a selling amount of 84,400 yuan. The remaining securities lending volume is 1.0167 million shares, with a balance of 7.5236 million yuan, which exceeds the 90% percentile level over the past year, indicating a high level [1]. Financial Performance - As of September 19, Qibin Group had 98,100 shareholders, a decrease of 2.48% from the previous period. The average circulating shares per person increased by 2.54% to 27,368 shares [2]. - For the first half of 2025, Qibin Group achieved an operating income of 7.393 billion yuan, a year-on-year decrease of 6.55%. However, the net profit attributable to the parent company was 891 million yuan, reflecting a year-on-year increase of 9.77% [2]. Dividend Information - Since its A-share listing, Qibin Group has distributed a total of 7.92 billion yuan in dividends. In the past three years, the cumulative dividend payout was 1.666 billion yuan [3]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders of Qibin Group, Invesco Great Wall New Energy Industry Stock A (011328) ranked as the fifth largest shareholder with 29.246 million shares, a decrease of 5.7889 million shares from the previous period. Hong Kong Central Clearing Limited ranked seventh with 25.4372 million shares, an increase of 1.0812 million shares [3].

Group 1 - Public funds are increasingly optimistic about "anti-involution" concept stocks, with notable investments in companies like Huaxin Cement and Qibin Group [1][2] - Huaxin Cement's major shareholders include notable fund managers, with Fu Guo Tian Hui Select Growth Fund significantly increasing its holdings from 500,000 shares to 9 million shares, reflecting a market value increase from 5.92 million to 167 million yuan [1] - Huaxin Cement's stock price has surged over 80% year-to-date as of October 15, indicating strong market performance [1] Group 2 - Qibin Group has seen substantial institutional interest, with Invesco Great Wall New Energy Industry Fund increasing its holdings by 5.57 million shares, while GF Advanced Manufacturing Fund entered the top ten shareholders [2] - China Life Insurance's products have increased their stake in CIMC Group by 223,000 shares, reflecting a growing interest in companies benefiting from the "anti-involution" policy [2] - The "anti-involution" policy is expected to reshape the industry ecosystem, with significant implications for sectors like new energy, cement, and glass [2] Group 3 - JinkoSolar, a leading company in the photovoltaic sector, is undergoing industry chain integration to balance supply and demand for silicon materials, aiming to stabilize prices [3]