[Current Period Performance Forecast](index=1&type=section&id=Current%20Period%20Performance%20Forecast) The company anticipates a shift from profit to loss in the first half of 2025, with net profit attributable to shareholders projected between -20 million RMB and -30 million RMB, alongside an approximate 22.59% year-over-year decline in operating revenue Key Performance Indicators for H1 2025 Performance Forecast | Indicator | Forecast Amount/Range | Year-over-Year Change | | :--- | :--- | :--- | | Operating Revenue | Approx. 540.19 million RMB | -22.59% | | Net Profit Attributable to Shareholders | -20.00 million RMB to -30.00 million RMB | Shift from Profit to Loss | | Net Profit Attributable to Shareholders (Excluding Non-recurring Items) | -35.00 million RMB to -50.00 million RMB | Shift from Profit to Loss | [Prior Period Performance Review](index=1&type=section&id=Prior%20Period%20Performance%20Review) In the first half of 2024, the company reported a profit, with net profit attributable to owners of the parent company at 11.30 million RMB and basic earnings per share at 0.07 RMB, contrasting sharply with the current period's projected loss H1 2024 Prior Period Performance | Indicator | Amount | | :--- | :--- | | Total Profit | 9.47 million RMB | | Net Profit Attributable to Parent Company | 11.30 million RMB | | Net Profit Attributable to Parent Company (Excluding Non-recurring Items) | 5.16 million RMB | | Earnings Per Share | 0.07 RMB | [Analysis of Primary Reasons for Current Period's Projected Loss](index=2&type=section&id=Analysis%20of%20Primary%20Reasons%20for%20Current%20Period%27s%20Projected%20Loss) The company attributes the projected loss to three core factors: a significant contraction in market demand due to the real estate downturn, intensified industry competition leading to continuous product price declines, and increased credit impairment losses from tight downstream customer liquidity [Weak Market Demand](index=2&type=section&id=Weak%20Market%20Demand) The severe downturn in Chongqing's real estate sector, a core market, led to a substantial reduction in new construction starts, directly causing a sharp decline in demand for the company's main product, commercial concrete, and overall sales fell short of expectations - From January to May 2025, new construction starts in Chongqing, the company's primary sales market, cumulatively decreased by **41.4%** year-over-year, significantly reducing demand for commercial concrete products[6](index=6&type=chunk) [Product Price Decline](index=2&type=section&id=Product%20Price%20Decline) Insufficient market demand intensified competition in the commercial concrete industry, leading to continued product price declines compared to the prior year, significantly impacting the company's gross margin and net profit - According to data from Chongqing Construction Project Cost Information Network, the average tax-inclusive guiding unit price for C30 commercial concrete in Chongqing from January to May 2025 decreased by **22 RMB per cubic meter** compared to the prior year[6](index=6&type=chunk) [Increase in Credit Impairment Losses](index=2&type=section&id=Increase%20in%20Credit%20Impairment%20Losses) Due to widespread liquidity issues among downstream real estate developers and construction enterprises, the company faced difficulties in recovering some accounts receivable, leading to a corresponding increase in credit impairment provisions - Influenced by factors such as insufficient liquidity among downstream real estate developers and construction enterprises, some of the company's accounts receivable could not be collected timely, leading to a corresponding increase in credit impairment loss provisions[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=Risk%20Warning) The company explicitly states that this performance forecast is a preliminary and cautious assessment based on current market conditions, unaudited by a certified public accountant, and advises investors to be aware of potential investment risks - This performance forecast represents a preliminary estimate by the company's finance department and is unaudited by a certified public accountant, thus subject to uncertainty[7](index=7&type=chunk) [Other Explanatory Notes](index=2&type=section&id=Other%20Explanatory%20Notes) The company reiterates that the disclosed data are preliminary accounting results, and the final accurate financial data will be based on the company's officially released 2025 semi-annual report - The specific and accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are advised to pay attention to investment risks[8](index=8&type=chunk)

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

四方新材（605122）尾盘触及跌停，成交额5.59亿元，该股上个交易日曾走出"天地天板"。 ...

Market Overview - On July 11, the A-share market saw all three major indices rise, with total trading volume reaching 1.71 trillion yuan, the highest since March 15, and over 2900 stocks increased in value [1] - Market focus was on sectors such as rare earth permanent magnets, large financials, non-ferrous metals, and CRO concepts [1] Stock Performance - A total of 61 stocks hit the daily limit up, with 17 stocks achieving consecutive limit ups, and a limit up rate of 69% (excluding ST and delisted stocks) [3] - Notable stocks included: - Sifang New Material with a five-day consecutive limit up [3] - Jingyi Co. and Yamaton with eight days of five consecutive limit ups [3] - Lianhuan Futures and Shangwei New Material with three consecutive limit ups [3] Key Stocks and Trading Data - **Sichuan Wisdom (300066)**: Price increased by 20.09% to 5.50 yuan, with a trading volume of 198.8 million [4] - **Guochuang Technology (300221)**: Price increased by 20.04% to 12.22 yuan, with a trading volume of 81.21 million [4] - **Jiujiu Changke (300631)**: Price increased by 20.02% to 28.96 yuan, with a trading volume of 22.537 million [4] - **Guorui Technology (300600)**: Price increased by 20.01% to 16.73 yuan, with a trading volume of 55.38 million [4] - **Haoou Bo (888888)**: Price increased by 20.00% to 156.47 yuan, with a trading volume of 46063 [4] Institutional Trading - The top three net buying stocks on the daily leaderboard were: - Fushun Special Steel with a net buy of 247 million yuan [6] - Guorui Technology with a net buy of 190 million yuan [6] - Shanghai Steel Union with a net buy of 174 million yuan [6] Sector Highlights - **Rare Earth Sector**: The price of rare earth concentrate was adjusted to 19,109 yuan/ton, a 1.5% increase from the previous quarter, marking the fourth consecutive quarter of price increases [24] - **Guorui Technology**: The company is a key supplier in the military and new energy ship sectors, with a focus on precision sheet metal processing in the new energy field [14][17] - **Shanghai Steel Union**: The company focuses on big data for commodities and AI applications, with significant trading activity noted [18] Company Financials - **China Rare Earth**: Reported a 141.32% year-on-year increase in revenue for Q1 2024, amounting to 728 million yuan, and a net profit of 72.62 million yuan, marking a return to profitability [26] - **Guorui Technology**: The company is set to remove risk warnings from its stock, enhancing its market position [17] Trading Trends - The trading volume and turnover rates for several stocks indicated strong market interest, with Shanghai Steel Union achieving a turnover rate of 25.57% and a trading volume of 21.10 billion yuan [18] - The overall market sentiment was positive, with significant movements in various sectors, particularly in rare earth and military-related stocks [24][14]

证券代码：605122 证券简称：四方新材 公告编号：2025-044 重庆四方新材股份有限公司 股票交易风险提示公告 本公司董事会及全体董事保证本公告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个别及连带责任。 一、公司生产经营情况未发生重大变化 公司是以商品混凝土研发、生产和销售为主业，同时生产建筑用砂石骨料的 建筑材料制造商，产品主要销售市场为重庆市。截至本公告发布之日，公司主营 业务、生产经营活动和经营环境等情况与已披露信息相比，均未发生重大变化， 公司不存在应披露而未披露的重大事项。 证券代码：605122 证券简称：四方新材 公告编号：2025-044 二、股票交易风险 重要内容提示： 重庆四方新材股份有限公司（以下简称"公司"）股票价格于 2025 年 7 月 9 日和 7 月 10 日连续两个交易日内日收盘价格涨幅偏离值累计达到 20%。根 据《上海证券交易所交易规则》的有关规定，属于股票异常波动情形。公司已于 2025 年 7 月 11 日披露了《重庆四方新材股份有限公司股票交易异常波动公告》 （公告编号：2025-043)。 2025 年 7 月 1 ...

| > 龙虎榜 | | | | | ○、该股票最热门的概念题材 | | 开始搜索 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-07-11 2025-07-10 | 2025-07-08 | 2024-10-16 | | | | | 历史龙虎榜信息>> | | 上榜原因: 日振幅值达15%的证券 | | | | | | | 更多个股解读>> | | 营业部名称 | | | 买入金额(元) | 占总成交比例 | 卖出金额(元) | 占总成交比例 | 净额(元) | | 中国银河证券股份有限公司大连黄河路证券营业部 陈小群 | | | 3844.79万 | 6.06% | 0.00 | 0.00% | 3844.79万 | | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | | | 1357.55万 | 2.14% | 0.00 | 0.00% | 1357.55万 | | 中信建设计学股份有限公司 上海量日报社会 | | | 1039.92万 | 1.64% | 0.00 | 0.00% | 1039.92万 | | 广发证券股份有 ...

Market Activity - On July 11, the A-share market showed active trends with 61 stocks hitting the daily limit up, and a total of 17 stocks achieved consecutive limit ups, resulting in a success rate of 69% for limit orders [1] - The market focused on several strong stocks, with Sifang New Materials achieving a remarkable five consecutive limit ups, and Guotou Zhonglu also performing well with a T-shaped limit up, reaching five consecutive limit ups [1] - Stocks like Jingyi Co. and Yamaton achieved their fifth limit up within eight trading days through reverse limit up strategies [1] Stock Performance - Among the stocks with consecutive limit ups, Forest Packaging demonstrated a strong performance with seven consecutive limit ups, while companies like Shuangwei New Materials, Nanhua Futures, and Hemei Group achieved three consecutive limit ups [1] - ST Yazhen maintained an impressive performance with 12 limit ups over 15 days, while Yamaton and Jingyi Co. kept a pace of five limit ups over eight days [2] Market Sentiment and Capital Inflow - The market showed positive sentiment with active participation from investors, as evidenced by over 15 billion yuan in limit order funds supporting Shuangwei New Materials, and several other stocks like Sifang New Materials and Jin'an Guoji also receiving billions in limit order funds [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.7 trillion yuan, marking the highest level in nearly four months, indicating a significant increase in overall market activity and investor engagement [1] Sector Performance - The non-ferrous metal sector was notably active, with stocks like Hunan Silver and China Nonferrous Metals achieving limit ups [1] - The rare earth permanent magnet sector also showed strength, with companies like Northern Rare Earth and Jingyuntong achieving two consecutive limit ups, while Baogang Group and China Rare Earth also hit limit ups [1] - The securities IT sector attracted capital interest, with stocks like Jinzhen Co. and Guo'ao Technology hitting limit ups [1]

四方新材尾盘直线涨停，上演天地天板，成交金额超6亿，该股此前4连板，今日以涨停开盘，随后盘中 一度触及跌停。 ...

四方新材跌停，走出"天地板"，此前四连板，日内成交额达5.34亿，换手率逾18%。 ...

四方新材（605122）盘中跌停，上演"天地板"，成交额5.23亿元。 ...