国家知识产权局信息显示，北新建材（苏州）有限公司申请一项名为"一种粉料砂浆车间电梯井二次防 护装置"的专利，公开号CN 120556753 A，申请日期为2025年05月。 专利摘要显示，本发明涉及电梯井防护装置技术领域，公开了一种粉料砂浆车间电梯井二次防护装置， 包括两个井内支架、格栅门、井内防护结构、柔性防护结构和行程开关，一所述井内支架上安装有用于 控制所述行程开关输出端伸缩的电动推杆，在转动所述格栅门至设定角度时能够触发所述电动推杆的检 测端；在所述行程开关的输出端伸出时，所述井内防护结构能够沿两个所述井内支架滑动至电梯井内 侧。本发明在打开格栅门至特定角度时会触发行程开关以使电动推杆连同井内防护结构横移至电梯井内 自动形成防护；另外，在第二防护结构上还设有柔性防护结构作为第三防护结构连同第二防护结构同步 移动，由第三防护结构受压时产生形变为掉落人员提供缓冲。 天眼查资料显示，北新建材（苏州）有限公司，成立于2006年，位于苏州市，是一家以从事非金属矿物 制品业为主的企业。企业注册资本17000万人民币。通过天眼查大数据分析，北新建材（苏州）有限公 司共对外投资了1家企业，参与招投标项目356次，专利 ...

一、董事会会议召开情况 北新集团建材股份有限公司（以下简称"公司"）第七届董事会第二十二次 临时会议于 2025 年 8 月 28 日以通讯方式召开并进行表决，会议通知于 2025 年 张，会议的召集和召开符合《公司法》等相关法律法规和《北新集团建材股份有 限公司章程》的规定，所作决议合法有效。 二、董事会会议审议情况 会议经过审议，表决通过了以下决议： （一）审议通过了《关于意向收购境外公司股权进行约束性报价的议案》； 该议案已经公司董事会战略与 ESG 委员会审议通过。 证券代码：000786 证券简称：北新建材 公告编号：2025-050 北新集团建材股份有限公司 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。 北新集团建材股份有限公司 该议案以 8 票同意，0 票反对，0 票弃权获得通过。 （二）审议通过了《关于暂缓披露收购境外公司项目部分信息的议案》。 同意在《关于意向收购境外公司股权进行约束性报价的公告》中，对标的公 司基本信息、提交约束性报价的交易对价等关键信息采用代称、汇总概括或隐去 细节的方式暂缓披露，并按规定完成暂缓披露有关信息的登记事项。 ...

二是要推进重大科技项目联合攻关，加强新产品研发力度，创新营销渠道和服务模式；同时，加快数字化转型，构建新一代数字基础设施体系；落实"加快 推动科技创新与产业创新深度融合，努力开启增长的'第二曲线'"要求，强化联合创新，全面激发新质生产力动能。 三是要积极践行企业使命，以绿色科技锻造品质产品，将企业文化融入改革发展和经营管理实践。 管理表示，一是要提高价值创造能力，发挥头部企业引领作用，坚持"内生""外延"双轮驱动，稳固"一体"根基，筑牢质量根基，坚持内在价值和长期价值导 向，提升企业经营业绩"含金量"。 北新建材党委书记、董事长、总经理管理8月28日在北新建材46周年8·28文化节暨2025企业文化&创新表彰大会上透露了公司下一步的发展规划。 上证报中国证券网讯（记者刘暄）北新建材党委书记、董事长、总经理管理8月28日在北新建材46周年8·28文化节暨2025企业文化&创新表彰大会上透露了 公司下一步的发展规划。 ...

Investment Rating - The report maintains a "Market Perform" rating for both the real estate and building materials sectors [1][2] Core Insights - Recent policies in Beijing and Shanghai have relaxed housing purchase restrictions, which is expected to boost market confidence and sales [2][26] - The overall performance of listed real estate companies remains under pressure, with a focus on the recovery of their balance sheets [2][28] - The building materials sector is experiencing a gradual recovery in demand, particularly in cement and glass fiber, driven by urban renewal projects and seasonal construction activities [3][44] Real Estate Sector Summary - The real estate sector has seen a 0.97% increase over the past two weeks, underperforming the CSI 300 index by 5.25 percentage points [14] - The sector's performance is influenced by recent policy changes aimed at stabilizing the market and improving sales data [2][26] - Key companies to watch include Poly Developments, Binjiang Group, and China Merchants Shekou, which are focusing on first- and second-tier cities [2][28] Building Materials Sector Summary - The building materials sector has increased by 2.86% over the past two weeks, with a year-to-date increase of 19.28% [29] - Cement prices are stabilizing, with a national average price of 316 RMB per ton, while inventory levels are gradually decreasing [33][44] - The glass fiber industry is showing signs of structural recovery, benefiting from demand in wind power and electronics sectors [3][45] Company Performance Highlights - In the consumer building materials segment, leading companies like Sanke Tree and Rabbit Baby have shown significant profit recovery, with Sanke Tree's net profit increasing by 109.30% year-on-year [48] - The report suggests focusing on companies with strong fundamentals and competitive advantages, such as Beixin Building Materials and Sanke Tree [48]

Investment Rating - The report maintains a "Positive" outlook for the building materials industry, particularly highlighting the recovery of leading companies in the paint sector [4][9]. Core Viewpoints - The report indicates that after several years of downturn in the real estate sector, the risks associated with corporate development and operations have been largely mitigated. Leading companies in the paint sector are showing signs of operational improvement and performance recovery, suggesting a favorable time for investment [4][9]. - The report emphasizes that the demand for building materials is expected to stabilize due to recent policy relaxations in first-tier cities, which are anticipated to boost consumer demand for building materials [9]. - The leading domestic paint company, SanKeShu (三棵树), has shown significant improvement in its operational performance, with a reported revenue of 5.82 billion yuan in the first half of 2025, reflecting a year-on-year growth of 1.0%, and a net profit of 440 million yuan, up 107.5% compared to the same period in 2024 [9]. Summary by Sections Market Outlook - The report notes that the overall demand for the paint industry is expected to see slight growth despite the ongoing downturn in the real estate sector. Urban renewal projects and renovation needs are driving demand [9]. Investment Recommendations - The report suggests focusing on leading companies in the paint sector, specifically recommending SanKeShu (三棵树) and Beixin Building Materials (北新建材), as they are well-positioned to benefit from the anticipated recovery in demand [4][9].

Core Viewpoint - The news highlights various companies' financial performances, stock movements, and strategic decisions, indicating a mixed outlook across different sectors. Performance Summary - Anta Sports clarified it is not a potential acquirer of Canada Goose Holdings [3] - Lianyi Intelligent Manufacturing reported normal operations with no undisclosed significant matters [3] - Huon Electric's robot business is still in the R&D phase and has not generated revenue [3] - Tianfu Communication and Longyang Electronics both reported normal operations with no undisclosed significant matters [3] - Cambrian Technology expects annual revenue of 5 billion to 7 billion yuan in 2025 [3] - CITIC Securities reported a net profit of 13.719 billion yuan for the first half, up 29.8% year-on-year [3] - SMIC's net profit for the first half was 321 million USD, a 35.6% increase year-on-year [3] - Zhongwei Company reported a net profit of 706 million yuan, up 36.62% year-on-year [3] - Wancheng Group's net profit surged 50358.8% to 472 million yuan in the first half [3] - China Galaxy's net profit increased by 47.86% year-on-year, proposing a dividend of 1.25 yuan per 10 shares [3] - Zhujiang Beer reported a net profit of 612 million yuan, up 22.51% year-on-year [3] - Yili Group's net profit decreased by 4.39% to 7.2 billion yuan [3] - Zhongke Titanium White's net profit fell by 14.83% to 259 million yuan [3] - Huasheng Tiancheng turned a profit with a net profit of 140 million yuan [3] - Li Auto's second-quarter revenue totaled 30.2 billion yuan, down 4.5% year-on-year but up 16.7% quarter-on-quarter [3] - Bull Group's net profit decreased by 8% to 2.06 billion yuan [3] - Nanshan Aluminum reported a net profit of 2.625 billion yuan, proposing a dividend of 0.4 yuan per 10 shares [3] - Shuijingfang's net profit fell by 56.52% to 105 million yuan [3] - Huaneng International's net profit increased by 13.15% to 3.904 billion yuan [3] - SAIC Group's net profit decreased by 9.21% to 6.018 billion yuan [3] - SF Holding's net profit increased by 19.4% year-on-year, proposing a dividend of 4.6 yuan per 10 shares [3] - Zhongke Shuguang's net profit increased by 29.39% to 729 million yuan [3] - Shanxi Fenjiu's net profit increased by 1.13% to 8.505 billion yuan [3] - Haier Smart Home reported a net profit of 12.033 billion yuan, proposing a dividend of 2.69 yuan per 10 shares [3] - China State Construction's net profit increased by 3.2% to 30.404 billion yuan [3] - CITIC Construction Investment's net profit was 4.509 billion yuan, proposing a dividend of 1.65 yuan per 10 shares [3] - New China Life Insurance's net profit increased by 33.5% to 14.799 billion yuan [3] - China Southern Airlines reported a loss of 1.533 billion yuan in the first half [3] - Sanhuan Group's net profit increased by 20.63% to 1.237 billion yuan [3] - Yingshi Innovation's net profit increased by 0.25% to 520 million yuan [3] - ZTE's net profit decreased by 11.77% to 5.058 billion yuan [3] - Changxin Bochuang's net profit surged 1121.21% to 168 million yuan [3] Buyback and Shareholding Changes - Spring Airlines plans to repurchase shares worth 300 million to 500 million yuan [4] - Shenzhen Ruijie plans to repurchase 500,000 to 600,000 shares [4] - Haotong Technology's actual controller plans to reduce holdings by up to 3% [4] - Aojie Technology's shareholder Alibaba Network plans to reduce holdings by up to 3% [4] - Chunzong Technology's chairman plans to reduce holdings by up to 2.053% [4] - Zhejiang Shibao's controlling shareholder plans to reduce holdings by up to 2% [4] Contracts and Major Investments - Zhongding Co. signed a strategic cooperation agreement with the Baohe District government for the robotics industry [4] - Tongda Co. is pre-awarded a 122 million yuan procurement project by the State Grid [4] - Runjian Co. won a 392 million yuan project for green power supply in Ulanqab, Inner Mongolia [4] - Dash Intelligent signed a smart project contract for Hualun Century Plaza [4] - Huakang Clean signed a pre-award for a 136 million yuan medical purification project [4] - Shunyu Co. plans to establish a smart water management subsidiary [4] - Guanzhong Ecology plans to invest in a seedling breeding base in Kyrgyzstan [4] Mergers and Acquisitions - Beixin Building Materials intends to acquire 100% equity of an overseas building materials company [4] - Chip Origin plans to purchase equity in Chip Lai Zhirong, with stock suspension starting tomorrow [4] - Kaifa Electric plans to acquire 80% equity of Ouli Power Network for 52 million yuan [4] Other Developments - Jinghe Integration plans to issue H-shares and list on the Hong Kong Stock Exchange [4] - Huahai Qingke plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [4] - Fuhanwei plans to issue H-shares and list on the Hong Kong Stock Exchange [4]

人民财讯8月28日电，北新建材（000786）8月28日晚间公告，公司意向收购境外一家建筑材料公司 100%股权(简称"标的公司")并在董事会授权范围内进行约束性报价。标的公司业务与公司主营业务属于 相同领域，与公司存在协同效应，收购该标的公司股权对公司未来发展具有积极影响。该收购事项尚处 于约束性报价阶段，尚未确定最终交易价格、尚未正式签署收购协议。 ...

重要提示： 证券代码：000786 证券简称：北新建材 公告编号：2025-051 北新集团建材股份有限公司 关于意向收购境外公司股权进行约束性报价的公告 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。 公司于 2025 年 8 月 28 日召开第七届董事会第二十二次临时会议，审议通过 了《关于意向收购境外公司股权进行约束性报价的议案》，同意公司管理层在公 司董事会授权范围内向标的公司股东提交约束性报价，并授权公司管理层开展后 续协议谈判、提交或签署相关法律文件、办理相关境内外审批备案等手续。 该议案以8票同意，0票反对，0票弃权获得通过。 本次投资金额未超出有关法律法规、规范性文件及公司章程规定的董事会审 批权限，无需提交公司股东会审议。 本次对外投资不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 三、风险提示 该收购事项尚处于约束性报价阶段，尚未确定最终交易价格、尚未正式签署 收购协议。公司提交本次约束性报价，仅依据现阶段标的公司提供的材料和公司 及中介机构的尽职调查结果所做出。后续交易条件谈判结果、标的公司股权交易 价格、 ...

证券代码：000786 证券简称：北新建材 公告编号：2025-050 一、董事会会议召开情况 北新集团建材股份有限公司（以下简称"公司"）第七届董事会第二十二次 临时会议于 2025 年 8 月 28 日以通讯方式召开并进行表决，会议通知于 2025 年 8 月 25 日以电子邮件方式发出，本次会议应收到表决票 8 张，实际收到表决票 8 张，会议的召集和召开符合《公司法》等相关法律法规和《北新集团建材股份有 限公司章程》的规定，所作决议合法有效。 二、董事会会议审议情况 会议经过审议，表决通过了以下决议： （一）审议通过了《关于意向收购境外公司股权进行约束性报价的议案》； 该议案已经公司董事会战略与 ESG 委员会审议通过。 该议案内容详见公司于 2025 年 8 月 29 日刊登在《证券日报》《证券时报》 《上海证券报》《中国证券报》、深圳证券交易所网站（网址：http://www.szse.cn） 及巨潮资讯网站（网址：http://www.cninfo.com.cn）的《关于意向收购境外公 司股权进行约束性报价的公告》。 该议案以 8 票同意，0 票反对，0 票弃权获得通过。 （二）审议通过了《关于 ...

北新建材：意向收购境外一家建筑材料公司100%股权。 ...