经合并统计计算，公司间接持有本次公开发行上市前长鑫科技的股权比例约为0.1517%。 智通财经APP讯，上峰水泥(000672.SZ)发布公告，公司近日获悉，公司以全资子公司宁波上融物流有限 公司(简称"宁波上融")、浙江上峰建材有限公司(简称"上峰建材")为出资主体分别通过上海君挚璞创业 投资合伙企业(有限合伙)(简称"君挚璞创投")、中建材(安徽)新材料产业投资基金合伙企业(有限合伙)(简 称"中建材基金")投资的长鑫科技集团股份有限公司(简称"长鑫科技")首次公开发行股票并在科创板上市 申请于2025年12月30日获上海证券交易所受理。 ...

Core Viewpoint - The company has announced that its wholly-owned subsidiary, Ningbo Shangrong Logistics Co., Ltd., along with Zhejiang Shangfeng Building Materials Co., Ltd., has invested in Changxin Technology Group Co., Ltd., which has received approval for its initial public offering on the Sci-Tech Innovation Board by the Shanghai Stock Exchange, scheduled for December 30, 2025 [1] Group 1 - The investment was made through Shanghai Junzhi Pu Venture Capital Partnership and China National Building Material (Anhui) New Materials Industry Investment Fund Partnership [1] - The company indirectly holds approximately 0.1517% of Changxin Technology's equity prior to the public offering [1]

证券代码：000672 证券简称：上峰水泥 公告编号：2025-085 关于参股公司首次公开发行股票并在科创板上市申请 获上交所受理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 甘肃上峰水泥股份有限公司（以下简称"公司"）近日获悉，公司以全资子 公司宁波上融物流有限公司（以下简称"宁波上融"）、浙江上峰建材有限公司 （以下简称"上峰建材"）为出资主体分别通过上海君挚璞创业投资合伙企业（有 限合伙）（以下简称"君挚璞创投"） 、中建材（安徽）新材料产业投资基金合 伙企业（有限合伙）（以下简称"中建材基金"）投资的长鑫科技集团股份有限公 司（以下简称"长鑫科技"）首次公开发行股票并在科创板上市申请于 2025 年 12 月 30 日获上海证券交易所受理。 《长鑫科技招股说明书（申报稿）》显示：长鑫科技是我国规模最大、技术 最先进、布局最全的 DRAM 研发设计制造一体化企业。长鑫科技始终专注于 DRAM 产品的研发、设计、生产及销售，采取"跳代研发"的策略，完成了从第一代工 艺技术平台到第四代工艺技术平台的量产，以及 DDR4、LPDDR4X 到 DDR ...

Core Viewpoint - The announcement indicates that the controlling shareholder of the company, Zhejiang Shangfeng Holding Group Co., Ltd., has decided to release a portion of its pledged shares, specifically 30,400,000 shares [1] Group 1 - The company, Shangfeng Cement, has received notification from its controlling shareholder regarding the release of pledged shares [1] - The total number of shares being released from pledge is 30,400,000 [1]

Core Viewpoint - The recent completion of the counseling report for Chipshine Technology Co., Ltd. marks a significant step towards its IPO, indicating compliance with capital market entry requirements and showcasing the strategic investment capabilities of Gansu Shafeng Cement Co., Ltd. in the new economy sector [1][2]. Group 1: Company Overview - Chipshine Technology, established in June 2020 and headquartered in Shanghai, focuses on semiconductor high-speed interconnect technology and advanced semiconductor IP research and services [1]. - The company provides comprehensive IP platform solutions for key sectors such as data centers, smart vehicles, high-performance computing, 5G, IoT, AI, and consumer electronics [1]. Group 2: Investment and Strategic Implications - Gansu Shafeng Cement invested in Chipshine's Series A financing shortly after its establishment, demonstrating foresight in the new economy equity investment sector [1]. - The upcoming IPO of Chipshine is expected to inject new momentum into its technology development and business expansion, while also promoting the autonomy of the domestic semiconductor IP industry chain [2]. - The successful listing of Chipshine and other projects will enhance Gansu Shafeng Cement's ecosystem in the semiconductor field and support its strategic plan to explore new material sectors and achieve a "three-horse carriage" strategy [2].

（记者 王晓波） 每经AI快讯，上峰水泥12月30日晚间发布公告称，公司近日接到公司控股股东浙江上峰控股集团有限 公司（以下简称"上峰控股"）通知，获悉上峰控股将其所持有本公司的部分股份进行解除质押，本次解 除质押3040万股。截至本公告日，上峰控股及其一致行动人累计质押股数约为1.12亿股，合计占其所持 股份比例为34.75%。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 ...

甘肃上峰水泥股份有限公司（以下简称"公司"或"本公司"）近日接到公司控 股股东浙江上峰控股集团有限公司（以下简称"上峰控股"）通知，获悉上峰控股 将其所持有本公司的部分股份进行解除质押，具体事项如下： | 股东名称 | 是否为控股 股东或第一 | 本次解除质 押股份数量 | 占其所 持股份 | 占公司 总股本 | 起始日 | 解除 日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 一致行动人 | （股） | 比例 | 比例 | | | | | 上峰控股 | 是 | 30,400,000 | 9.46% | 3.14% | 2024.12.26 | 2025.12.29 | 浙 江 诸 暨 农 村 商 业 银 行 股 份 | | | | | | | | | 有限公司 | | 合计 | - | 30,400,000 | 9.46% | 3.14% | - | - | - | 一、本次解除质押基本情况 证券代码：000672 证券简称：上峰水泥 公告编号：2025-084 甘肃上峰水泥股份有限公司 关于控股股东部分股份解除质 ...

Market Overview - The cement sector experienced a decline of 0.79% on December 30, with Sifang New Material leading the drop [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Individual Stock Performance - Sichuan Jinding (600678) saw a significant increase of 4.85%, closing at 13.41 with a trading volume of 881,000 shares and a turnover of 1.172 billion yuan [1] - Other notable gainers included Tapai Group (002233) up by 1.46% and Shangfeng Cement (000672) up by 1.37% [1] - Sifang New Material (605122) led the declines with a drop of 10.01%, closing at 13.30 with a trading volume of 48,400 shares and a turnover of 64.4725 million yuan [2] Capital Flow Analysis - The cement sector saw a net outflow of 86.3036 million yuan from institutional investors, while retail investors contributed a net inflow of 49.0465 million yuan [2] - The main capital inflow was observed in Sichuan Jinding, with a net inflow of 70.2479 million yuan, while it faced a net outflow of 77.7906 million yuan from retail investors [3] - Other stocks like Sanhe Pile (003037) and Shangfeng Cement also experienced mixed capital flows, with significant retail outflows [3]

东莞证券研报指出，上峰水泥水泥建材主业虽然受行业周期影响，但凭借其优化的区域布局和极致的成 本控制，其毛利率、净资产收益率等核心盈利指标常年位居行业前列，构成公司稳固的业绩及现金流基 础。而新经济股权投资组合已进入收获期，未来几年有望持续贡献可观利润，对冲主业周期性风险。与 此同时，"新质材料"业务的布局也为公司打开了超越水泥行业的长期成长天花板，有助于公司整体估值 的提升。公司坚持持续稳定的高分红政策，2024年分红率高达95.73%，未来两年也承诺保持高分红比 例。在低利率环境下，整体股息率具备吸引力，也彰显了公司对股东回报的高度重视和经营信心。预测 公司2025年—2027年EPS分别为0.72元、0.87元和0.92元，对应当前股价PE分别为16.56倍、13.8倍及13 倍。看好公司持续发展壮大，首次覆盖，给予"增持"评级。 ...

Group 1: Target Price Increases - On December 29, 2023, several companies received target price increases from brokers, with notable increases for Jingpin Special Equipment, Huaxu Electronics, and Anker Innovation, showing target price increases of 43.02%, 35.06%, and 30.02% respectively, primarily in the military electronics and consumer electronics sectors [1][2] - The highest target prices and their respective increases are as follows: Jingpin Special Equipment (114.00 CNY, 43.02%), Huaxu Electronics (39.60 CNY, 35.06%), and Anker Innovation (145.00 CNY, 30.02%) [2] Group 2: Broker Recommendations - A total of 27 listed companies received broker recommendations on December 29, with companies like Hailan Home, Huachuang Cloud, and Guiguan Electric receiving one recommendation each [2] - The companies with the highest target price increases also reflect strong broker interest, indicating potential investment opportunities in these sectors [1][2] Group 3: First-Time Coverage - On December 29, brokers initiated coverage on eight companies, including Shangfeng Cement and Aisolar, both receiving "Increase" ratings, while Libat and Zhuhai Guanyu received "Buy" ratings from Guosheng Securities [3][4] - Other companies receiving first-time coverage include Baolong Chuangyuan and Xincheng Technology, indicating a growing interest in sectors such as cement, photovoltaic equipment, and battery technology [3][4]