登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大遗 漏。 北新集团建材股份有限公司（以下简称"公司"）拟于2025年8月19日在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）披露公司《2025年半年度报 告》和《2025年半年度报告摘要》。为便于广大投资者进一步了解公司2025年半年度经营情况，公司将 举行2025年半年度业绩说明会，现将有关事项公告如下： 一、业绩说明会的时间、方式及公司出席人员 1、时间：2025年8月22日（星期五）15:00至16:00。 2、召开方式：现场交流+视频直播+网络文字互动 3、召开平台：进门平台（手机端："进门"APP 或"进门平台"小程序；电脑端： https://s.comein.cn/riwpa36c）。 4、公司出席人员：公司董事长、总经理管理先生，独立董事王竞达女士，副总经理、董事会秘书李畅 女士、财务负责人（财务总监）王佳传先生（如遇特殊情况，参会人员可能进行调整）。 2、电脑端 点 ...

金融界消息 截至2025年8月15日收盘，北新建材（000786）报收于26.88元，上涨1.4%，换手率1.15%， 成交量18.81万手，成交金额5.06亿元。 资金流向方面，今日主力资金净流入3636.45万元，占比成交额7.18%。其中，超大单净流入551.91万 元、占成交额1.09%，大单净流入3084.54万元、占成交额6.09%，中单净流出流出1533.89万元、占成交 额3.03%，小单净流出2102.56万元、占成交额4.15%。 北新建材最新一期业绩显示，截至2025一季报，公司营业总收入62.46亿元、同比增长5.09%，归属净利 润8.42亿元，同比增长2.46%，扣非净利润8.19亿元，同比增长3.53%，流动比率1.678、速动比率 1.380、资产负债率24.05%。 天眼查商业履历信息显示，北新集团建材股份有限公司，成立于1997年，位于北京市，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168950.7842万人民币，实缴资本168950.7842万人民币。公 司法定代表人为管理。 通过天眼查大数据分析，北新集团建材股份有限公司共对外投资了55家企业，参与招投标项 ...

证券代码：000786 证券简称：北新建材 公告编号：2025-043 北新集团建材股份有限公司（以下简称"公司"）拟于 2025 年 8 月 19 日在 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）披露公司《2025 年半年度报告》和《2025 年半年 度报告摘要》。为便于广大投资者进一步了解公司 2025 年半年度经营情况，公 司将举行 2025 年半年度业绩说明会，现将有关事项公告如下： 一、业绩说明会的时间、方式及公司出席人员 电脑端：https://s.comein.cn/riwpa36c）。 副总经理、董事会秘书李畅女士、财务负责人（财务总监）王佳传先生（如遇特 殊情况，参会人员可能进行调整）。 二、投资者参加方式 本次业绩说明会在进门平台以现场交流+视频直播+网络文字互动方式举行， 本次业绩说明会为申请参会模式，请在 2025 年 8 月 21 日 15:00 前使用"进门" App 或微信扫描以下二维码并点击"申请参会"进行报名： 北新集团建材股份有限公司 关于举行 2025 年半年度业绩说明会 并征 ...

北新集团建材股份有限公司 关于举行 2025 年半年度业绩说明会 并征集问题的公告 证券代码：000786 证券简称：北新建材 公告编号：2025-043 二、投资者参加方式 本次业绩说明会在进门平台以现场交流+视频直播+网络文字互动方式举行， 本次业绩说明会为申请参会模式，请在 2025 年 8 月 21 日 15:00 前使用"进门" App 或微信扫描以下二维码并点击"申请参会"进行报名： 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 北新集团建材股份有限公司（以下简称"公司"）拟于 2025 年 8 月 19 日在 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）披露公司《2025 年半年度报告》和《2025 年半年 度报告摘要》。为便于广大投资者进一步了解公司 2025 年半年度经营情况，公 司将举行 2025 年半年度业绩说明会，现将有关事项公告如下： 一、业绩说明会的时间、方式及公司出席人员 1、时间：2025 年 8 月 22 日（星期五）15:00 至 ...

连续5日或以上主力资金净流入个股排名 | 证券代 | 证券简 | 主力资金净流入 | 主力资金净流入金额 | 主力资金净流入比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | 称 | 天数 | （亿元） | （%） | （%） | | 300570 | 太辰光 | 6 | 8.43 | 4.69 | 15.94 | | 300779 | 惠城环 保 | 9 | 7.46 | 10.16 | 26.41 | | 601688 | 华泰证 券 | 5 | 6.66 | 5.24 | 7.80 | | 300763 | 锦浪科 技 | 5 | 2.82 | 5.25 | 10.12 | | 002048 | 宁波华 翔 | 5 | 1.81 | 5.61 | -0.37 | | 603757 | 大元泵 业 | 5 | 1.70 | 14.72 | 48.78 | | 600751 | 海航科 | 5 | 1.40 | 6.11 | 5.71 | | | 技 苏州银 | | | | | | 002966 | 行 | 7 | 1.35 | 7.77 | - ...

Group 1 - The core viewpoint of the news is that Beixin Building Materials (000786) has shown a slight decline in stock price, with a closing price of 26.51 yuan, down 0.82% as of August 14, 2025 [1] - The company reported total revenue of 6.246 billion yuan for Q1 2025, representing a year-on-year growth of 5.09%, and a net profit attributable to shareholders of 842 million yuan, up 2.46% year-on-year [1] - The company's liquidity ratios are strong, with a current ratio of 1.678 and a quick ratio of 1.380, alongside a low debt-to-asset ratio of 24.05% [1] Group 2 - Beixin Group Building Materials Co., Ltd. was established in 1997 and is primarily engaged in the non-metallic mineral products industry, with a registered capital of 1.689 billion yuan [1] - The company has made investments in 55 enterprises and has participated in 5,000 bidding projects, indicating a robust business presence [2] - Beixin Group holds a significant number of intellectual property rights, including 1,516 trademarks and 3,569 patents, along with 9 administrative licenses [2]

Investment Rating - The report assigns an "Overweight" rating to the construction materials industry [1]. Core Insights - The confidence in the commencement rhythm of key infrastructure projects in Xinjiang and Tibet continues to improve, while the marginal optimization of real estate policies in Beijing is noted. The consumption building materials sector has entered a phase of fundamental stabilization and recovery [2]. - The report highlights the expected recovery in revenue and profitability for the consumption building materials sector, driven by improved real estate policies and a reduction in price competition [6]. - The cement market is experiencing price stabilization, with regional variations in pricing adjustments due to demand fluctuations and operational strategies among companies [21][22]. - The glass and fiberglass sectors are witnessing a return to value, with strong demand for high-end products and a focus on new structural trends in demand [7]. Summary by Sections 1. Construction Materials Industry Investment Strategy - The report emphasizes the advantages of the cement industry in the western region, including strong infrastructure demand, reliable funding sources, and a concentrated market structure. The industry is expected to see improved profitability in 2025 [5]. - Key companies recommended include Conch Cement, Huaxin Cement, and Tianshan Cement, among others [5]. 2. Market Review - The construction materials sector saw a 1.19% increase from August 4 to August 8, 2025, with cement manufacturing up 2.20% and glass manufacturing down 0.62% [9]. - Individual stock performance showed significant fluctuations, with Tianshan Cement leading with a 10.90% weekly increase [14]. 3. Cement Industry - The national average price for high-standard cement was 339.7 CNY/ton, remaining stable week-on-week. The average price for clinker was 221 CNY/ton [25]. - The report notes that the average shipment rate for cement companies in key regions is around 44%, indicating ongoing demand challenges [21]. - Inventory levels are high, with a national cement inventory ratio of 67.38%, reflecting a slight increase [37]. 4. Glass Industry - The average price of float glass was 1274.90 CNY/ton, down 20.38 CNY/ton week-on-week, with market conditions remaining generally weak [42]. - The report indicates that the production capacity for float glass is stable, with 283 production lines and a daily melting capacity of 158,355 tons [42][59]. 5. Fiberglass Industry - The market for non-alkali fiberglass is stable, with prices for electronic yarns expected to remain steady due to strong demand for high-end products [63]. - The report highlights the need to reassess the fiberglass industry's profitability due to structural demand changes, recommending companies like China Jushi and China National Building Material [63].

Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [1] Core Views - The construction materials sector is expected to benefit from increased infrastructure investment, with a notable focus on cement and glass fiber industries as key areas for growth [3][4] - The report highlights a potential recovery in cement prices due to supply-side discipline and government support for infrastructure projects [10][12] - The demand for construction materials is anticipated to improve as consumer confidence returns and government policies stimulate domestic consumption [13] Summary by Sections 1. Industry Overview - The construction materials sector has shown a 1.19% increase in the past week, underperforming compared to the Shanghai Composite Index which rose by 1.23% [3] - The report emphasizes the importance of government investment in infrastructure to stabilize demand in the sector [4] 2. Bulk Construction Materials Fundamentals 2.1 Cement - The national average price for high-standard cement is currently 339.7 CNY/ton, unchanged from last week but down 42.5 CNY/ton compared to the same period last year [3][17] - The average cement inventory level is at 67.4%, with an average shipment rate of 44.0%, indicating a slight decline in demand [24] - The report suggests that if self-discipline measures are effectively implemented, cement prices may begin to rise in late August [10][16] 2.2 Glass Fiber - The report notes a clear trend towards upgrading electronic glass fiber products, with high-end products expected to see increased market penetration [11] - The profitability of ordinary glass fiber remains resilient, supported by growth in domestic demand from sectors like wind power and thermal plastics [11] 2.3 Glass - The glass industry is expected to experience a supply-side contraction, which may improve the short-term supply-demand balance [12] - The report recommends focusing on leading companies in the glass sector that can leverage resource advantages and enjoy excess profits [12] 3. Renovation and Building Materials - The report highlights the potential for increased domestic demand for renovation materials due to government policies aimed at stimulating consumption [13] - It suggests that leading companies in the renovation materials sector are well-positioned to benefit from these trends, with many currently trading at low valuations [13][14]

Investment Rating - The report recommends a "Buy" rating for companies such as Beixin Building Materials and China Jushi, while suggesting an "Overweight" rating for Weixing New Materials [9]. Core Views - The construction materials sector has shown a mixed performance, with cement prices stabilizing while glass and fiberglass sectors face challenges [2][3]. - The recent policy changes in Beijing regarding real estate are expected to influence demand dynamics across the sector [2]. - The report highlights the potential for recovery in the construction materials sector, particularly in municipal engineering projects due to increased government bond issuance [2]. Summary by Sections 1. Market Overview - From August 4 to August 8, 2025, the construction materials sector (SW) increased by 1.24%, with cement rising by 2.81% and glass manufacturing declining by 0.37% [12]. - The net capital inflow for the construction materials sector was -680 million yuan during this period [12]. 2. Cement Industry Tracking - As of August 8, 2025, the national cement price index was 335.96 yuan/ton, a decrease of 0.51% from the previous week [16]. - The national cement output was 2.6415 million tons, down 4.08% week-on-week, with infrastructure cement supply also declining [16]. - The report notes that while infrastructure remains a key demand driver, residential construction demand is weak, and recovery in civil demand is contingent on seasonal factors [16]. 3. Glass Industry Tracking - The average price of float glass was 1274.90 yuan/ton, reflecting a 1.57% decrease from the previous week [6]. - Inventory levels for glass have increased, indicating ongoing supply-demand imbalances [6]. 4. Fiberglass Industry Tracking - The report indicates that fiberglass prices have stabilized after a period of decline, with demand expected to improve due to growth in wind power installations [7]. - The market for electronic yarn remains stable, with high-end products experiencing strong demand [7]. 5. Consumer Building Materials - The consumer building materials sector is benefiting from improved second-hand housing transactions and consumption stimulus policies [2]. - The report continues to recommend companies like Beixin Building Materials and Weixing New Materials for their growth potential [9]. 6. Carbon Fiber Industry Tracking - The carbon fiber market is showing signs of stability, with production levels remaining consistent and demand expected to grow in various applications [8].

Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [2]. Core Insights - The construction materials sector is experiencing a dual boost from urban renovation demands and supply restrictions due to the "anti-involution" trend, leading to sustained growth in the cement sector [6][35]. - The report highlights the strong demand for specialty electronic fabrics, driven by upgrades in cloud manufacturing, and recommends companies like Zhongcai Technology and Huazhong Technology [6]. - Cement prices are expected to stabilize and potentially rise due to self-regulatory measures in the industry, with recommendations for companies such as Conch Cement and Huaxin Cement [6][35]. Summary by Sections Industry Overview - The construction materials industry consists of 73 listed companies with a total market value of 807.18 billion yuan and a circulating market value of 761.71 billion yuan [2]. Key Companies and Performance - Key companies include: - Beixin Building Materials: EPS forecast for 2024A is 2.2 yuan, with a PE ratio of 12.2, rated as "Buy" [4]. - Conch Cement: EPS forecast for 2024A is 1.5 yuan, with a PE ratio of 16.7, rated as "Buy" [4]. - China Jushi: EPS forecast for 2024A is 0.6 yuan, with a PE ratio of 20.2, rated as "Buy" [4]. - Weixing New Materials: EPS forecast for 2024A is 0.6 yuan, with a PE ratio of 17.9, rated as "Buy" [4]. - Sankeshu: EPS forecast for 2024A is 0.5 yuan, with a PE ratio of 87.9, rated as "Overweight" [4]. - Huaxin Cement: EPS forecast for 2024A is 1.2 yuan, with a PE ratio of 14.0, rated as "Buy" [4]. Market Trends - The report notes that the cement market is currently stable, with an average shipment rate of 44% across key regions, and prices have reached or fallen below cost lines in many areas [35]. - The report emphasizes the importance of self-regulatory measures to alleviate operational pressures and suggests that if effectively implemented, cement prices may begin to rise [35]. Recommendations - The report recommends increasing allocations in construction materials, particularly in cement and specialty electronic fabrics, highlighting companies that are expected to benefit from ongoing market trends and regulatory changes [6][35].