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金隅集团(601992) - 北京金隅集团股份有限公司关于董事离任的公告


2025-08-12 11:15
证券代码:601992 证券简称:金隅集团 公告编号:临 2025-038 | 姓名 离任职务 | 离任时间 | 原定任期到期日 | 离任原因 | 是否继续在上 市公司及其控 | 是否存在未 履行完毕的 | | --- | --- | --- | --- | --- | --- | | | | | | 股子公司任职 | 公开承诺 | | 执行董事、董事 姜长禄 会薪 酬与 提名 委员会委员 | 2025 年 8 月 12 日 | 2027 年 6 月 6 日 | 到龄退休 | 否 | 否 | 北京金隅集团股份有限公司 关于公司董事离任的公告 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。 一、董事离任情况 北京金隅集团股份有限公司(以下简称 "本公司""公司") 董事会于 2025 年 8 月 12 日收到姜长禄先生的辞职报告。姜长禄先生 因到龄退休,请求辞去公司执行董事及董事会薪酬与提名委员会委员 职务。辞去上述职务后,姜长禄先生不再担任公司其他职务。具体情 况如下: 任何索赔要求,亦无任何有关本人辞去公司所任职务之事需提呈 ...
金隅集团(02009) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表


2025-08-01 13:08
FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 北京金隅集團股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601992 | 說明 | A股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 8,339,006,264 | RMB | | 1 RMB | | 8,339,006,264 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 8,339,006,264 | RMB | | 1 RMB | | 8,339,006,264 | | 2. 股份分類 | 普通股 | ...
水泥股集体走低 中国建材跌近5% 水泥市场延续弱势运行
Zhi Tong Cai Jing· 2025-07-31 06:47
Group 1 - Cement stocks collectively declined, with China National Building Material down 4.71% to HKD 4.65, Jinju Group down 4.71% to HKD 0.81, Conch Cement down 4.03% to HKD 22.6, and Huaxin Cement down 2.12% to HKD 12.9 [1] - The national cement price index reported at 319.64 points on July 25, reflecting a month-on-month decrease of 1.58% and a year-on-year decrease of 11.30% [1] - The national cement market continued to show weakness, with significant regional disparities; North China faced weak price support, Northeast China struggled with soft demand, and East China saw price increase plans shelved due to adverse weather conditions [1] Group 2 - Tianfeng Securities noted that while some regions are experiencing slight price declines due to the off-season, the downward space is limited, and prices are expected to rise in August as demand enters the peak season [2] - UBS indicated that despite high market sentiment, the Yajiang hydropower project has limited impact on the company's profitability; assuming cement orders are distributed by market share and a gross profit of RMB 150 per ton, Tibet Tianlu is expected to achieve an annual profit of approximately RMB 160 million, compared to a loss of RMB 104 million in 2024 [2] - Net profit growth estimates for Huaxin Cement, China National Building Material, and Conch Cement are approximately 5%, 2%, and 0.4% respectively [2]
金隅集团参股成立北京京管国毅咨询管理有限责任公司,持股比例14.89%
Zheng Quan Zhi Xing· 2025-07-31 00:45
Group 1 - A new company, Beijing Jingguan Guoyi Consulting Management Co., Ltd., has been established with a registered capital of 3 million yuan [1] - The legal representative of the company is Yang Linming, and its business scope includes social and economic consulting services and enterprise management consulting [1] - The company is co-owned by Jinju Group, Shougang Group Co., Ltd., and Beijing Energy Group Co., Ltd. [1]
市场一致预期估值表
GUOTAI HAITONG SECURITIES· 2025-07-23 05:44
Investment Rating - The report provides a comprehensive valuation table for various companies in the building materials industry, indicating a range of price-to-earnings (PE) and price-to-book (PB) ratios for 2025E and 2026E [1] Core Insights - The report highlights the expected growth in net profit for several companies, with notable increases such as 90 million CNY for Conch Cement in 2025E and 100 million CNY in 2026E, reflecting a strong market position [1] - The PE ratios for the companies vary significantly, with Conch Cement at 15.3 for 2025E and 13.8 for 2026E, while companies like Jidong Cement show a much higher PE of 37.2 for 2025E [1] - The report emphasizes the valuation metrics, with companies like China National Building Material having a low PB ratio of 0.34, indicating potential undervaluation [1] Summary by Category Cement - Conch Cement has a total market value of 138.1 billion CNY, with projected net profits of 90 million CNY in 2025E and 100 million CNY in 2026E, and a PE of 15.3 for 2025E [1] - Huaxin Cement is valued at 31.9 billion CNY, with net profits expected to reach 25 million CNY in 2025E and 30 million CNY in 2026E, showing a PE of 12.7 for 2025E [1] - Other notable companies include Tianshan Shares with a market value of 43.1 billion CNY and projected net profits of 15 million CNY in 2025E [1] Consumer Building Materials - Rabbit Baby is projected to have net profits of 7.5 million CNY in 2025E and 8.5 million CNY in 2026E, with a PE of 11.2 for 2025E [1] - China Liansu is valued at 14.5 billion CNY, with expected net profits of 22 million CNY in 2025E and 24 million CNY in 2026E, showing a low PE of 6.6 for 2025E [1] Glass and Fiberglass - Shandong Pharmaceutical Glass has a market value of 15.1 billion CNY, with projected net profits of 10.5 million CNY in 2025E and 11.5 million CNY in 2026E, and a PE of 14.3 for 2025E [1] - China Jushi is valued at 51.5 billion CNY, with net profits expected to reach 35 million CNY in 2025E and 40 million CNY in 2026E, showing a PE of 14.7 for 2025E [1] New Materials - Zhongfu Shenying has a market value of 19.3 billion CNY, with projected net profits of 0.5 million CNY in 2025E and 1.5 million CNY in 2026E, reflecting a very high PE of 385.0 for 2025E [1] - Jilin Carbon Valley is valued at 8.5 billion CNY, with expected net profits of 1 million CNY in 2025E and 1.3 million CNY in 2026E, showing a PE of 85.0 for 2025E [1]
中证土地改革农业主题指数报791.96点,前十大权重包含市北高新等
Jin Rong Jie· 2025-07-21 15:40
Group 1 - The core viewpoint of the news is the performance of the CSI Land Reform Agricultural Theme Index, which has shown significant growth over the past month, three months, and year-to-date [1] - The CSI Land Reform Agricultural Theme Index has increased by 8.68% in the last month, 7.69% in the last three months, and 3.61% year-to-date [1] - The index reflects the overall performance of listed companies benefiting from agricultural land reform, including sectors such as agricultural land transfer, urban industrial land utilization, agricultural machinery, and water-saving irrigation [1] Group 2 - The top ten weighted companies in the CSI Land Reform Agricultural Theme Index include Shibei Gaoxin (9.87%), Luoniushan (8.15%), Jinyu Group (8.07%), and others [1] - The index's holdings are primarily concentrated in the Shenzhen Stock Exchange (59.62%) and the Shanghai Stock Exchange (40.38%) [1] - The industry composition of the index shows that consumer goods account for 37.68%, materials for 22.47%, and industrials for 22.16% [2] Group 3 - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]
A股放量上涨!超4000只个股飘红
Guo Ji Jin Rong Bao· 2025-07-21 13:17
Market Overview - A-shares experienced a significant increase in trading volume, reaching 1.73 trillion yuan, with major indices mostly rising, and the Shanghai Composite Index surpassing 3550 points [1][2] - The market is characterized by a "weak economic recovery + strong policy support + capital rebalancing" phase, leading to a rotation and differentiation among sectors [1][9] Sector Performance - The construction materials sector surged over 6%, with 22 related stocks hitting the daily limit [3] - Other cyclical sectors such as construction decoration, steel, non-ferrous metals, basic chemicals, and coal also saw gains exceeding 2% [3] - The machinery equipment sector performed well, with 18 related stocks reaching the daily limit [4] Policy Impact - The commencement of the Yarlung Tsangpo River hydropower project, with an installed capacity of 60 million kilowatts and a total investment of 1.2 trillion yuan, has stimulated the market [4] - The National Development and Reform Commission has allocated over 300 billion yuan to support major strategic projects, benefiting the infrastructure industry chain [4] - The Ministry of Industry and Information Technology plans to implement ten key industry growth stabilization plans, further supporting sectors like chemicals [4] Capital Flow - Main capital is shifting from previously high-performing sectors like new energy, consumption, and technology to undervalued cyclical sectors, creating a "high-low switch" effect [1][5] - The banking sector underperformed, attributed to profit-taking and a cooling of policy expectations, leading to significant net outflows [5][6] Future Outlook - The market is expected to maintain a "震荡整理" (oscillating consolidation) pattern in the coming week, awaiting direction [1][9] - Analysts suggest a balanced allocation between cyclical and technology sectors, with a focus on infrastructure and sectors with strong mid-year performance expectations [11]
1. 5月中国减持9亿美元美债,连续3个月减持。2. 首单数据资产赋能ABS在上交所发行。3. 10只科创债ETF上市首日规模增长164%至765亿元。4. 英皇国际寻求将银行贷款到期日延长至2027年底。5. 中金公司50亿公司债券将于7月24日付息。6. 金隅集团80亿公司债券发行申请获上交所受理。7. 花旗看好新兴市场主权债券,押注利率下行及美元走弱。8. 世茂集团:境外债务重组生效日期将为7月21日。9. 华发租赁住房三号第一期ABS成功发行,底层资产大连华发山庄。10. 远洋控股“21远洋01”公
news flash· 2025-07-18 08:24
Group 1 - China reduced its holdings of US Treasury bonds by $900 million in May, marking the third consecutive month of reduction [1] - The first data asset-backed securities (ABS) were issued on the Shanghai Stock Exchange [1] - The scale of 10 newly listed Sci-Tech Innovation Bond ETFs increased by 164% on the first day to reach 76.5 billion yuan [1] Group 2 - Emperor International is seeking to extend the maturity date of its bank loans to the end of 2027 [1] - China International Capital Corporation (CICC) will pay interest on its 5 billion yuan corporate bonds on July 24 [1] - Jinju Group's application for an 8 billion yuan corporate bond issuance has been accepted by the Shanghai Stock Exchange [1] Group 3 - Citigroup is optimistic about emerging market sovereign bonds, betting on declining interest rates and a weaker dollar [1] - Shimao Group announced that the effective date for its offshore debt restructuring will be July 21 [1] - Huafa Leasing's first phase of ABS successfully issued, with underlying assets from Dalian Huafa Mountain Villa [1] - Oceanwide Holdings is repaying the principal of its "21 Oceanwide 01" corporate bond in installments, with a remaining scale of 2.6 billion yuan [1]
源金属早盘强势,塑料午后扩大涨-20250715
Xin Yong An Guo Ji Zheng Quan· 2025-07-15 02:23
- The content provided does not include any quantitative models or factors related to financial engineering or quantitative analysis[1][3][5]
金隅集团(601992) - 北京金隅集团股份有限公司关于总经理助理离任的公告


2025-07-14 11:46
证券代码:601992 证券简称:金隅集团 公告编号:临 2025-037 | | | | | | | | | | 离任 | 是否继续在上 | 是否存在未 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | | 离任时间 | | | 原定任期到期日 | | | 原因 | 市公司及其控 | 履行完毕的 | | | | | | | | | | | | 股子公司任职 | 公开承诺 | | 朱岩 | 总经理助理 | 2025 | 年 7 月 | 14 | 日 | 2027 年 月 6 | 6 | 日 | 工作 变动 | 否 | 无 | 二、离任对公司的影响 根据相关法律法规及公司《章程》等规定,朱岩先生的辞职报告 自送达董事会之日起生效。截至公告披露日,朱岩先生未持有公司股 份,不存在应当履行而未履行的承诺事项。朱岩先生确认与公司董事 会无任何意见分歧,不向公司提出除约定的薪酬以外利益的任何索赔 要求,亦无任何有关本人辞去公司总经理助理职务之事需提呈公司股 东注意事项。 朱岩先生在公司担任总 ...