Group 1 - The Beijing State-owned Assets Supervision and Administration Commission hosted a job fair for 2026 graduates, featuring 87 state-owned enterprises offering over 2,000 job opportunities across various sectors [1][2] - The job positions cover advanced manufacturing, urban infrastructure, construction, healthcare, new information technology, cultural tourism, and modern services, with a notable increase in demand for technology research and development talent [1][3] - Companies like Capital Information Development Co., Ltd. and Beijing Financial Big Data Co., Ltd. are focusing on recruiting talent in "artificial intelligence" and "digital security," while other high-tech enterprises are seeking professionals in "intelligent manufacturing" and "new materials" [1][2] Group 2 - Graduates unable to attend the job fair can browse job postings and submit resumes online through the "Jingqi Direct Recruitment" platform [2] - The Capital Information Development Co., Ltd. plans to hire over 100 fresh graduates this year and is also recruiting candidates for 2025, offering a one-week onboarding training program to facilitate their transition into the workplace [2] - The Beijing State-owned Assets Supervision and Administration Commission has provided 21,000 job positions for 2025 graduates through last year's autumn and this year's spring recruitment, emphasizing its role in promoting employment [3]

Market Overview - The cement sector increased by 0.68% on October 21, with Qingsong Jianhua leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Individual Stock Performance - Qingsong Jianhua (600425) closed at 4.89, up 4.26% with a trading volume of 1.0134 million shares and a transaction value of 493 million [1] - Other notable performers include: - Meiao Zhonghui (601992) at 1.79, up 3.47% [1] - Sifang New Materials (605122) at 13.65, up 2.40% [1] - Sanhe Yingshao (003037) at 8.18, up 2.25% [1] - Huazhong Construction (002302) at 7.11, up 2.01% [1] Fund Flow Analysis - The cement sector saw a net inflow of 27.126 million in main funds, while retail funds experienced a net outflow of 69.5445 million [2] - Retail investors contributed a net inflow of 42.4185 million [2] Major Fund Flows by Company - Conch Cement (600585) had a main fund net inflow of 39.9722 million, but retail funds saw a net outflow of 39.5986 million [3] - Qingsong Jianhua (600425) experienced a main fund net inflow of 32.3374 million, with retail funds also seeing a net outflow of 28.9664 million [3] - Tianshan Shares (000877) had a main fund net inflow of 12.2423 million, with retail funds showing a net inflow of 1.03418 million [3]

Group 1 - The core viewpoint of the news is that Beijing Jinyu Group's stock has shown fluctuations in price and trading volume, with a recent increase of 2.31% and a total market capitalization of 18.9 billion yuan [1] - As of October 21, the stock price reached 1.77 yuan per share, with a trading volume of 34.41 million yuan and a turnover rate of 0.24% [1] - The net inflow of main funds was 1.94 million yuan, with significant buying and selling activities recorded [1] Group 2 - Beijing Jinyu Group, established on December 22, 2005, and listed on March 1, 2011, operates in various sectors including cement, ready-mixed concrete, new building materials, real estate development, and property management [2] - The company's revenue composition includes 52.18% from bulk commodity trading, 31.69% from product sales, and 7.68% from housing sales, among others [2] - As of June 30, the company reported a revenue of 45.566 billion yuan for the first half of 2025, with a slight year-on-year growth of 0.01%, but a significant decline in net profit by 85.40% to -1.496 billion yuan [2] Group 3 - Since its A-share listing, Beijing Jinyu Group has distributed a total of 7.825 billion yuan in dividends, with 1.516 billion yuan distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 5.2339 million shares [3] - The South China CSI 500 ETF has exited the list of the top ten circulating shareholders [3]

Market Overview - The cement sector increased by 0.24% on October 20, with Hanjian Heshan 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] Individual Stock Performance - Hanjian Heshan (603616) closed at 5.30, up 2.51% with a trading volume of 105,700 shares and a turnover of 55.47 million yuan [1] - Fujian Cement (600802) closed at 5.75, up 1.77% with a trading volume of 187,500 shares and a turnover of 108 million yuan [1] - Other notable performers include Sanhe Yingshao (003037) at 8.00 (+1.65%), Longquan Co. (002671) at 5.09 (+1.19%), and Xibu Construction (002302) at 6.97 (+1.16%) [1] Capital Flow Analysis - The cement sector experienced a net outflow of 121 million yuan from institutional investors, while retail investors saw a net inflow of 102 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Detailed Capital Flow for Selected Stocks - Conch Cement (600585) had a net inflow of 18.35 million yuan from institutional investors, but a net outflow of 5.47 million yuan from retail investors [3] - Jinyu Group (000401) saw a significant net inflow of 10.42 million yuan from institutional investors, while retail investors had a net outflow of 13.28 million yuan [3] - Qing Song Jianhua (600425) reported a net inflow of 8.90 million yuan from institutional investors, with retail investors also experiencing a net outflow of 12.95 million yuan [3]

Core Viewpoint - The company, Jinju Group, has announced a board meeting scheduled for October 30, 2025, to consider and approve the unaudited performance results for the nine months ending September 30, 2025 [1] Group 1 - The board meeting will include discussions on the company's and its subsidiaries' performance [1]

BBMG Corporation* （於中華人民共和國註冊成立的股份有限公司） （股份代號：2009） 董事會會議召開日期 北京金隅集團股份有限公司﹙「本公司」﹚之董事會﹙「董事會」﹚謹此宣佈，本公司 將於二零二五年十月三十日﹙星期四﹚舉行董事會會議，以（其中包括）考慮及通過本公 司及其附屬公司截至二零二五年九月三十日止九個月之未經審計業績等議案。 承董事會命 北京金隅集團股份有限公司 主席 姜英武 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準 確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產 生或因倚賴該等內容而引致的任何損失承擔任何責任。 北 京 金 隅 集 團 股 份 有 限 公 司 中國北京，二零二五年十月十六日 於本公告日期，本公司執行董事為姜英武、顧昱及鄭寶金；非執行董事為顧鐵民及郝利 煒；以及獨立非執行董事為劉太剛、洪永淼及譚建方。 * 僅供識別 ...

Core Viewpoint - On October 15, Jinju Group's stock increased by 0.55% with a trading volume of 226 million yuan, indicating a low level of financing and margin trading activity [1][2]. Financing Summary - On October 15, Jinju Group had a financing buy-in amount of 19.25 million yuan and a financing repayment of 22.73 million yuan, resulting in a net financing outflow of 3.47 million yuan [1]. - As of October 15, the total balance of margin trading for Jinju Group was 295 million yuan, with a financing balance of 293 million yuan, accounting for 1.92% of the circulating market value, which is below the 10% percentile level over the past year [1]. - The company had a margin repayment of 24,700 shares and a margin sell-out of 800 shares on the same day, with a margin balance of 1.21 million yuan, also below the 30% percentile level over the past year [1]. Business Overview - Jinju Group, established on December 22, 2005, and listed on March 1, 2011, is primarily engaged in cement and ready-mixed concrete, new building materials, trade logistics, real estate development, and property investment and management [2]. - The revenue composition of Jinju Group includes 52.18% from bulk commodity trading, 31.69% from product sales, 7.68% from housing sales, and smaller contributions from decoration, leasing, property management, waste treatment, hotel operations, and interest income [2]. - For the first half of 2025, Jinju Group reported a revenue of 45.57 billion yuan, a slight year-on-year increase of 0.01%, but a net profit attributable to shareholders of -1.50 billion yuan, representing a year-on-year decrease of 85.40% [2]. Dividend and Shareholding Information - Since its A-share listing, Jinju Group has distributed a total of 7.83 billion yuan in dividends, with 1.52 billion yuan distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders in Jinju Group was 108,500, a decrease of 1.92% from the previous period, with the average circulating shares per person remaining at zero [2][3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 86.91 million shares, an increase of 5.23 million shares compared to the previous period, while the Southern CSI 500 ETF exited the top ten list [3].

Sales Performance - In the first nine months of 2025, the total sales amount of the top 30 real estate companies in Beijing reached 257.34 billion yuan, with China Overseas Land & Investment, Yuexiu Property, and China Resources Land leading the sales at 31.08 billion yuan, 21.25 billion yuan, and 20.53 billion yuan respectively [10] - The total sales area for the top 30 companies was 4.796 million square meters, with China Overseas Land & Investment, China Resources Land, and Shoukai Co., Ltd. achieving sales areas of 430,000 square meters, 340,000 square meters, and 333,000 square meters respectively [10] Policy Changes - The annual adjustment policy for Beijing's housing provident fund has been implemented, maintaining a contribution rate between 5% and 12%, with the upper limit for monthly contributions adjusted to 35,811 yuan and the lower limit to 2,540 yuan [10] Market Activity - In September, Beijing recorded 3,556 new housing contracts, showing a month-on-month increase of 9.9% and a year-on-year increase of 13.4%. The second-hand housing market saw 15,829 contracts, with month-on-month and year-on-year increases of 24.8% and 18.7% respectively [10] - The top-selling project in September was the Zhongjian Yunhe Jiuyuan, which achieved a sales amount of 3.568 billion yuan and a sales area of 58,000 square meters, topping both the sales amount and area rankings [10] Land Market - In September, four residential land plots were successfully auctioned in Beijing, with the Chaoyang District Sun Palace plot sold at a premium rate of 39.18%. The plot attracted nine bidders and was ultimately won by China Construction Intelligence with a total price of 4.3145 billion yuan and a floor price of 85,331 yuan per square meter [11]

Core Points - The average stock price of A-shares is 13.64 yuan, with 31 stocks priced below 2 yuan, the lowest being Zitian Tui at 0.33 yuan [1] - Among the low-priced stocks, 14 are ST stocks, accounting for 45.16% of those priced below 2 yuan [1] - The Shanghai Composite Index closed at 3889.50 points as of October 13 [1] Low-Priced Stocks Summary - Zitian Tui (300280) has the lowest closing price at 0.33 yuan, with a daily decline of 13.16% and a turnover rate of 19.76% [1] - *ST Gao Hong (000851) and *ST Su Wu (600200) follow with closing prices of 0.38 yuan and 1.00 yuan, respectively [1] - Among the low-priced stocks, Shandong Steel (600022) saw an increase of 2.45%, while Zitian Tui experienced the largest drop of 13.16% [1] Additional Low-Priced Stocks Data - Other notable low-priced stocks include *ST Jin Ke (000656) at 1.35 yuan, *ST Yuan Cheng (603388) at 1.57 yuan, and Chongqing Steel (601005) at 1.58 yuan [2] - The overall performance of low-priced stocks shows a significant number of declines, with 24 out of 31 stocks experiencing drops [1][2]

中国银河（601881）证券表示，后续来看，"金九银十"需求有望继续增长，但在终端市场疲软情况下， 预计增幅有限；因考虑到冬季将迎来较长时间错峰停窑，且叠加当下需求边际改善，预计水泥企业将继 续积极推涨水泥价格，此外，煤价存上涨预期，将进一步对水泥价格形成支撑。此外，该行认为，"反 内卷"加速推进行业供给优化，供需矛盾有望缓和，水泥价格存推涨预期，区域龙头企业盈利有望修 复。 水泥股全线回落，截至发稿，金隅集团（601992）(02009)跌5.49%，报0.86港元；西部水泥(02233)跌 4.12%，报3.26港元；海螺水泥（600585）(00914)跌3.92%，报24港元；中国建材(03323)跌3.85%，报 5.5港元；华新水泥（600801）(06655)跌1.59%，报16.73港元。 申万宏源研报指出，三季度是水泥行业传统淡季，2025年水泥价格前高后低。根据数字水泥网，25Q3 水泥均价353.1元/吨，环比下降27.6元/吨，同比下降33.5元/吨，7-8月水泥产量分别同比下降5.5%、 7.0%。水泥行业三季度盈利预计整体承压。9月24日，六部委联合发布《建材行业稳增长工作方案(2 ...