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 ...

Core Viewpoint - The company, Beixin Building Materials, intends to acquire 100% equity of an overseas construction materials company [1] Group 1 - The acquisition aims to expand the company's market presence and enhance its product offerings in the construction materials sector [1]

Summary of Key Points Core Viewpoint - The report provides a detailed overview of the stock holdings and market values of various companies as of the end of the first half of 2025, highlighting significant investments in specific sectors and companies [1]. Group 1: Company Holdings - Shengyi Technology (生益科技) holds 31,676.13 thousand shares with a market value of 955,035.33 thousand yuan [1]. - Zijin Mining (紫金矿业) has 17,346.42 thousand shares valued at 338,255.27 thousand yuan [1]. - Ninebot Company (九号公司-WD) possesses 1,974.93 thousand shares worth 116,856.63 thousand yuan [1]. - Dongfang Yuhong (东方雨虹) holds 9,473.55 thousand shares with a market value of 101,651.19 thousand yuan [1]. - Hengli Hydraulic (恒立液压) has 1,265.52 thousand shares valued at 91,117.27 thousand yuan [1]. - Beixin Building Materials (北新建材) holds 2,921.99 thousand shares worth 77,374.20 thousand yuan [1]. - Jincheng Mining (金诚信) possesses 1,618.59 thousand shares valued at 75,167.36 thousand yuan [1]. - Juxing Technology (巨星科技) holds 2,774.30 thousand shares with a market value of 70,772.37 thousand yuan [1]. - Jianghuai Automobile (江淮汽车) has 1,683.45 thousand shares valued at 67,489.45 thousand yuan [1]. - Baofeng Energy (宝丰能源) holds 3,755.50 thousand shares worth 60,613.72 thousand yuan [1].

Group 1 - The stock price of Beixin Building Materials (000786) closed at 27.26 yuan on August 26, 2025, with an increase of 0.89% and a trading volume of 224,200 shares, resulting in a total transaction amount of 610 million yuan [1] - As of August 20, 2025, the total number of shareholders of Beixin Building Materials is approximately 67,000 [1] - On August 26, 2025, the net inflow of main funds into Beixin Building Materials was 28.2262 million yuan, accounting for 4.63% of the total transaction amount [1][3] Group 2 - Beixin Building Materials has completed the repayment of the first phase of ultra-short-term financing bonds for 2025, with a total repayment amount of 1,006,290,958.90 yuan, which includes both principal and interest [2][3] - The financing bond, named 25 Beixin SCP001, was issued on April 15, 2025, with a total issuance amount of 1 billion yuan and an interest rate of 1.78% [2]

Group 1: Industry Overview - The consumption building materials industry is currently under pressure, but positive signals are emerging, indicating a transition from a left-side to a right-side phase in the second half of the year [1] - The real estate construction and operation data is expected to stabilize, contributing to the industry's recovery [1] - Profitability is anticipated to improve across more categories due to a low base and easing competition [1] Group 2: Cement Industry - The cement industry is gradually entering its peak season, with overall demand recovering slowly [2] - A policy document released by the Cement Association aims to limit overproduction, which is expected to enhance capacity utilization in the medium term [2] - The industry is currently at a low point in demand and prices, but a recovery in demand is expected in August, leading to gradual price increases [2] Group 3: Glass Industry - The glass industry is experiencing price fluctuations and significant short-term inventory pressure due to ongoing supply-demand imbalances [3] - The demand side is negatively impacted by the real estate sector, leading to a continuous downward trend in 2025 [3] - Environmental regulations are expected to increase costs and accelerate the industry's cold repair process, although a complete capacity exit is not anticipated [3] Group 4: Glass Fiber Industry - The glass fiber industry is expected to see demand growth driven by the AI industry chain, with a positive outlook for specific segments [4] - Traditional demand for non-alkali coarse sand remains weak, but niche areas are performing well [4] - The industry is experiencing a volume and price increase due to the demand from AI, indicating a trend of sustained growth [4]

Core Insights - On August 25, 2023, brokerage firms issued target prices for listed companies a total of 63 times, with notable increases in target prices for Longping High-Tech, Xinjie Energy, and Beixin Building Materials, showing increases of 38.75%, 37.40%, and 36.57% respectively, across the agriculture, coal mining, and construction materials sectors [1][2]. Group 1: Target Price Increases - Longping High-Tech (000998) received a target price of 14.00 yuan with a target increase of 38.75% from China International Capital Corporation [2]. - Xinjie Energy (601918) was assigned a target price of 9.00 yuan with a target increase of 37.40% from CITIC Securities [2]. - Beixin Building Materials (000786) had a target price of 36.90 yuan with a target increase of 36.57% from Tianfeng Securities [2]. Group 2: Brokerage Recommendations - A total of 163 listed companies received brokerage recommendations on August 25, with Shede Spirits receiving 4 recommendations, Shuiyang Co. receiving 3, and Marubi Biological Technology receiving 3 [3]. - One company, Guodian Power (600795), had its rating upgraded from "Hold" to "Buy" by Huayuan Securities [4]. Group 3: Rating Adjustments - Three companies had their ratings downgraded on August 25, including Minhe Livestock (downgraded from "Buy" to "Hold"), Chifeng Gold (downgraded from "Buy" to "Hold"), and Silan Microelectronics (downgraded from "Buy" to "Hold") [4]. - Seven companies received initial coverage, including Ganhua Science and Technology (rated "Buy" by Dongwu Securities) and Wangneng Environment (rated "Buy" by Xinda Securities) [5].

南财投研通数据显示，8月25日，券商给予上市公司目标价共63次，按最新收盘价计算，目标价涨幅排名居前的公司有隆平 高科、新集能源、北新建材，目标价涨幅分别为38.75%、37.40%、36.57%，分别属于种植业、煤炭开采、装修建材行业。 | | | 08月25日目标价涨幅排名 | | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 最高目标价 | 目标涨幅 | | | | | | (元) | (%) | | 000998 | 隆平高科 | 中国国际金融 | 跑赢行业 | 14.00 | 38.75 | | 601918 | 新集能源 | 中信证券 | 买入 | 9.00 | 37.40 | | 000786 | 北新建材 | 天风证券 | 买入 | 36.90 | 36.57 | | 688123 | 聚辰股份 | 华创证券 | 强推 | 112.61 | 34.48 | | 301308 | 江波龙 | 华泰证券 | 买入 | 129.10 | 33.46 | | 000786 | 北新建材 | 中国国际金融 | ...

Core Viewpoint - On August 25, 2023, brokerage firms provided target prices for listed companies, with notable increases in target prices for companies in the agriculture, coal mining, and construction materials sectors, indicating potential investment opportunities in these industries [1][2]. Target Price Increases - The companies with the highest target price increases were: - Longping High-Tech (隆平高科) with a target price increase of 38.75% to 14.00 CNY [2] - Xinji Energy (新集能源) with a target price increase of 37.40% to 9.00 CNY [2] - Beixin Building Materials (北新建材) with a target price increase of 36.57% to 36.90 CNY [2] Brokerage Recommendations - A total of 163 listed companies received brokerage recommendations on August 25, with notable mentions: - Shede Liquor (舍得酒业) received 4 recommendations [4] - Shuiyang Co. (水羊股份) and Marubi Biotechnology (丸美生物) each received 3 recommendations [4] Rating Adjustments - One company had its rating upgraded: - Guodian Power (国电电力) was upgraded from "Hold" to "Buy" by Huayuan Securities [5] - Three companies had their ratings downgraded: - Minhe Livestock (民和股份) from "Buy" to "Hold" [6] - Chifeng Gold (赤峰黄金) from "Buy" to "Hold" [6] - Silan Microelectronics (士兰微) from "Buy" to "Hold" [6] First-Time Coverage - Seven companies received first-time coverage with positive ratings: - Ganhua Science and Technology (甘化科工) received a "Buy" rating from Dongwu Securities [7] - Wangneng Environment (旺能环境) received a "Buy" rating from Xinda Securities [7] - Yingliu Co. (应流股份) received an "Increase" rating from Shanxi Securities [7] - New Clean Energy (新洁能) received an "Increase" rating from Industrial Securities [7] - Weijian Medical (稳健医疗) received a "Buy" rating from Northeast Securities [7]

证券代码：000786 证券简称：北新建材 公告编号：2025-049 北新集团建材股份有限公司 特此公告。 北新集团建材股份有限公司 董事会 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"）于 2025 年 4 月 15 日发行 了 2025 年度第一期超短期融资券（科创票据）（债券简称：25 北新 SCP001 <科> 创票据>，债券代码： 012580926.IB），本期发行总额为人民币 10 亿元，发行 利率 1.78%，起息日为 2025 年 4 月 15 日，兑付日为 2025 年 8 月 22 日，具体内 容详见公司于 2025 年 4 月 17 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 2025 年度第一期超短期 融资券（科创票据）发行情况的公告》。 目前，公司已按期完成了上述 2025 年度第一期超短期融资券（科创票据） 的兑付，兑付 ...

Core Viewpoint - Securities firms have given "buy" ratings to nearly 100 A-share listed companies on August 25, focusing on various industries such as textiles, food and beverage, construction materials, agriculture, jewelry, pharmaceuticals, telecommunications, electricity, and transportation equipment [1] Group 1: Company Ratings and Reports - Huayi Group received significant attention from securities firms, with 10 reports in the past month, ranking first among stocks promoted by brokers on August 25 [2] - Salted Fish Company was also highlighted, receiving 10 reports from various securities firms, with a focus on maintaining high growth in its core product, konjac [3] - Beixin Building Materials was noted for its strategic development and received 9 reports, with a revised profit forecast for 2025-2027 [3] - Other companies such as Muyuan Foods, Chaohongji, Hengrui Medicine, Huadong Medicine, China Unicom, Guodian Power, and Aima Technology also garnered attention from multiple securities firms in the past month [4] Group 2: Industry Focus - The industries attracting broker attention include textiles and apparel, food and beverage, construction materials, agriculture, jewelry, pharmaceuticals, telecommunications, electricity, and transportation equipment [1] - The reports indicate a trend of focusing on companies with strong growth potential and innovative strategies within these industries [3]