来源：金融界 融券方面，当日融券卖出0.54万股，净买入1.42万股。 8月4日，沪深两融数据显示，北方国际获融资买入额0.16亿元，居两市第1497位，当日融资偿还额0.13 亿元，净买入264.45万元。 最近三个交易日，31日-4日，北方国际分别获融资买入0.24亿元、0.19亿元、0.16亿元。 ...

Investment Rating - The report maintains a positive outlook on industry leaders with low valuations, particularly China Chemical [1][3]. Core Viewpoints - The construction and building materials industry is currently at the bottom of its economic cycle, with expectations for stabilization and recovery due to supportive government policies [1][2]. - Recent government meetings emphasized the need for high-quality investment and the activation of private investment, which could enhance the industry's outlook [1]. - The report highlights the recent approval of two coal-to-natural gas projects in Xinjiang, marking a significant step towards low-carbon and clean development in the coal chemical industry [1]. Market Overview - As of August 1, 2025, the newly issued local government special bonds amounted to 183.204 billion yuan, a week-on-week decrease of 10.82% [2]. - In July, the total new local government special bonds issued reached 616.936 billion yuan, a month-on-month increase of 17.04% and a year-on-year increase of 119.18% [2]. - The construction index fell by 2.51% and the building materials index fell by 3.32% during the week of July 28 to August 1, 2025 [10]. Cement Market Analysis - National cement prices continued to decline, with a week-on-week drop of 0.3% as of August 1, 2025 [41]. - The average national cement price was 339.7 yuan per ton, with significant regional variations [46]. - The report anticipates a stabilization in cement prices in the short term, despite current demand not showing significant improvement [41]. Company Performance and Valuation - The report strongly recommends focusing on major construction blue-chip stocks such as China Communications Construction, China Railway Construction, and China State Construction [3]. - The construction sector's overall valuation is at a historical low, with the current price-to-earnings (P/E) ratios for the construction and building materials sectors at 8.72 and 19.67, respectively [18]. - Key companies in the construction sector are experiencing varying growth rates in new orders, with China Railway Construction showing a decline in order growth in recent quarters [63].

转自：北京市市场监管局网站 2025年7月21日-7月27日无条件批准经营者集中案件列表 | 序 号 | 案件名称 | 参与集中的经营者 | 审结时间 | | --- | --- | --- | --- | | 1 | 中金资本运营有限公司与成都环投资本管理有限公司等经营者 | 中金资本运营有限公司、成都环投资本管理有限公司、眉山市国有资本投 | 2025年7月 | | | 新设合营企业案 | 资运营集团有限公司 | 22日 | | 2 | 大唐江苏发电有限公司与中石化长城燃气投资有限公司新设合 | 大唐江苏发电有限公司、中石化长城燃气投资有限公司 | 2025年7月 | | | 营企业案 | | 24日 | | 3 | 吉林省亚东国有资本投资有限公司收购吉林华微电子股份有限 | 吉林省亚东国有资本投资有限公司、吉林华微电子股份有限公司 | 2025年7月 | | | 公司股权案 | | 24日 | | 4 | 中国物流股份有限公司收购北方万邦物流有限公司股权案 | 中国物流股份有限公司、北方国际合作股份有限公司、北方万邦物流有限 | 2025年7月 | | | | 公司 | 24日 | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监 CFO群体薪酬规模合计达42.70亿元，平均年薪为81.48万元。 分行业来看，A股共有149家建筑装饰上市公司公开披露了CFO信息。受上游房地产行业疲软影响，2024年建筑装饰上市公司整体实现营收87347.82亿元，同 比下降3.9%；归母净利润录得1714.72亿元，较2023年下滑16.0%，不到三成公司营收、净利双增。 责任编辑：公司观察 半数以上的CFO身兼数职。报告期内，约17.6%的CFO兼任董事会秘书职位，接近三成CFO兼任总经理或副总经理职位，约10.8%的CFO同时担任审计委员会 成员、战略委员会成员或薪酬与考核委员会成员等董事会专门委员会职能。 隧道股份CFO葛以衡以246.12万元稳坐第一，约比第二名上海建科财务总监沈新根年薪略高不到3万元。值得关注的是，葛以衡也是公司的党委书记、董事 长，自201 ...

Group 1 - The stock price of Beifang International is 11.14 yuan, down 0.98% from the previous trading day, with a trading volume of 184,200 shares and a transaction amount of 207 million yuan [1] - The company specializes in international engineering contracting, domestic construction projects, and real estate development, covering multiple sectors such as power, transportation, and municipal engineering, with strong competitiveness in overseas markets [1] - On the same day, the net outflow of main funds for Beifang International was 8.4585 million yuan, with a current price-to-earnings ratio of 16.87 times and a price-to-book ratio of 1.22 times [1]

Group 1: Company Announcements - Zhixiang Jintai received approval for clinical trials of its drug, Sileweimi Monoclonal Antibody Injection, for passive immunity in children and adolescents exposed to suspected rabies virus [1] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure laws, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million yuan [1] - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712% [2] - Xinghua New Materials expects a net profit of 75 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 12.37% to 27.36% [3] - Greenland Holdings achieved a contract sales amount of 21.752 billion yuan in the second quarter, a year-on-year increase of 16.93% [4] Group 2: Shareholder Actions - Bluefeng Biochemical announced that a shareholder plans to reduce its stake by up to 2.61% [5] - Jiahe Meikang's shareholder intends to reduce its stake by up to 3% [5] - Lakaala reported that Lenovo Holdings reduced its stake by 535,960 shares, representing 0.68% of the total share capital [12] - Anji Food's controlling shareholder plans to reduce its stake by up to 2% [16] - Tongding Interconnect's shareholder plans to reduce its stake by up to 2.08% [20] Group 3: Strategic Partnerships and Investments - Yitian Intelligent signed distribution agreements with SMEG and Simico for a three-year period [6] - Daoshi Technology entered into a strategic cooperation agreement with Nengsida and Chipason to collaborate on materials for humanoid robot components [22]

Core Viewpoint - The company, North International (000065.SZ), is focusing on its core business in international engineering, particularly in markets along the "Belt and Road" initiative [1] Group 1: Business Focus - The main market for the company's international engineering business is in countries and regions along the "Belt and Road" [1] - The company has not participated in the construction of the downstream hydropower station project on the Yarlung Tsangpo River [1] Group 2: Future Plans - The company will continue to monitor the development dynamics of key infrastructure projects along the "Belt and Road" [1] - The company aims to leverage its advantages to actively assess potential opportunities [1] - The company commits to timely information disclosure in accordance with laws and regulations [1]

Core Viewpoint - The company, Beifang International, focuses on international engineering business primarily in countries and regions along the "Belt and Road" initiative, and it is currently not involved in the construction of the downstream hydropower station project on the Yarlung Tsangpo River [1] Group 1 - The company's main market for its core business is in countries and regions along the "Belt and Road" [1] - The company will continue to monitor the development dynamics of key infrastructure projects along the "Belt and Road" [1] - The company aims to leverage its advantages to actively assess potential opportunities [1] Group 2 - The company commits to fulfilling its information disclosure obligations in accordance with laws and regulations [1]

7月29日，沪深两融数据显示，北方国际获融资买入额0.22亿元，居两市第1354位，当日融资偿还额0.25 亿元，净卖出299.63万元。 最近三个交易日，25日-29日，北方国际分别获融资买入0.39亿元、0.27亿元、0.22亿元。 融券方面，当日融券卖出0.24万股，净卖出0.01万股。 来源：金融界 ...

Group 1 - The company disclosed its second quarter operational performance for 2025, ensuring the accuracy and completeness of the information provided [1][3] - The announcement includes an overview of the company's contract situation and significant project updates for the second quarter of 2025 [1] - The data presented is preliminary and unaudited, indicating potential discrepancies with future regular reports [1]