1月23日，万年青及其两名高管收到深交所的监管函。监管函显示，万年青存在公司治理不规范的问题 以及贸易业务财务核算不规范、主要客户收入披露不准确、受限货币资金披露不完整等信息披露问题。 由于房地产周期下行，2021年之后，万年青的业绩持续下滑。同花顺显示，2021年至2024年，公司营业 收入分别为142.05亿元、112.82亿元、81.90亿元、59.57亿元，净利润分别为15.93亿元、3.89亿元、2.29 亿元、1316.83万元。其中，2022年至2024年净利润均出现同比下滑。 （文章来源：每日经济新闻） ...

每经AI快讯，2026年1月23日，深交所向江西万年青水泥股份有限公司、李世锋、熊汉南发出监管函。 根据中国证监会江西监管局《关于对江西万年青水泥股份有限公司采取责令改正措施并对李世锋、熊汉 南采取出具警示函措施的决定》查明的事实，江西万年青水泥股份有限公司存在公司治理不规范的问题 以及业务财务核算不规范、主要客户收入披露不准确、受限货币资金披露不完整等信息披露问题，具体 如下： 一是董事会秘书长期空缺。自2023年1月至今，公司董事会秘书的职责由副总经理代行。 二是贸易业务财务核算不规范。子公司江西南方万年青国贸有限公司、江西南方万年青水泥有限公司开 展煤炭贸易服务业务，公司对相关业务采用总额法核算，导致2024年度收入成本披露不准确。 三是主要客户情况披露不准确。公司部分客户收入统计不准确且未将同一实际人控制的客户合并列示。 四是货币资金权利受限信息披露不完整及现金流量表披露不准确。公司未将部分银行承兑汇票保证金、 部分受限货币资金账户纳入统计范围。 你公司的相关行为违反了本所《股票上市规则》第1.4条、第2.1.1条、第4.4.5条、第4.4.6条的规定。 你公司时任总经理李世锋，财务总监、董事会秘书（ ...

Core Viewpoint - The company Wan Nian Qing has faced ongoing performance declines due to the downturn in the real estate cycle, leading to significant stock price depreciation and governance issues, including a long-term vacancy in the secretary position of the board [1][2][3] Group 1: Governance Issues - The company received a regulatory letter from the Shenzhen Stock Exchange regarding governance irregularities, including a long-term vacancy in the board secretary position since January 2023 [1][2] - The financial accounting for trade operations has been found to be non-compliant, leading to inaccurate revenue cost disclosures for the fiscal year 2024 [2] - There are inaccuracies in the disclosure of major customer income and incomplete reporting of restricted cash flow [2] Group 2: Financial Performance - Wan Nian Qing's revenue has consistently declined from 142.05 billion in 2021 to 59.57 billion in 2024, with net profits dropping from 15.93 billion to 1.32 million in the same period [3] - In the first three quarters of 2025, the company reported a revenue of 33.28 billion, a year-on-year decrease of 17.18%, while net profit was 748.55 million, showing a 7.27% increase [3] - The stock price has fallen by 70% from its historical high of 18.70 yuan in August 2020 to 5.53 yuan as of January 23, 2026, with a market capitalization of approximately 4.4 billion [3] Group 3: Cash Position and Share Buyback - Despite the declining performance, the company maintains a strong cash position with 47.93 billion in cash as of September 30, 2025, and relatively low interest-bearing liabilities [3] - In April 2025, the company completed a share buyback plan, repurchasing approximately 38.47 million shares for a total of 1.99 billion [4]

Group 1 - The core viewpoint of the news is that Guangdong Wannianqing Pharmaceutical Co., Ltd. has shown fluctuations in its financing activities and financial performance, indicating potential investment opportunities and risks [1][2]. Group 2 - As of January 22, Guangdong Wannianqing's stock price increased by 0.70%, with a trading volume of 141 million yuan. The financing buy-in amount was 10.76 million yuan, while the financing repayment was 11.04 million yuan, resulting in a net financing buy-in of -284,400 yuan [1]. - The total financing and securities balance for Guangdong Wannianqing reached 116 million yuan, accounting for 3.35% of its market capitalization, which is above the 90th percentile level over the past year [1]. - The company has not engaged in any short selling activities on January 22, with a short selling balance of 0 shares, indicating a lack of bearish sentiment in the market [1]. Group 3 - As of September 30, the number of shareholders for Guangdong Wannianqing was 11,400, a decrease of 7.18% from the previous period. The average circulating shares per person increased by 7.74% to 13,994 shares [2]. - For the period from January to September 2025, Guangdong Wannianqing reported an operating income of 228 million yuan, a slight decrease of 0.14% year-on-year. The net profit attributable to the parent company was -8.13 million yuan, representing a significant decline of 157.65% year-on-year [2]. - Since its A-share listing, Guangdong Wannianqing has distributed a total of 65.6 million yuan in dividends, with 40 million yuan distributed over the past three years [2].

Group 1 - The company expects a loss of 2.00 million to 4.00 million yuan in 2025, with a non-recurring loss of 15.00 million to 20.00 million yuan [1] - The primary reason for the performance change is that the newly expanded health consumer products and medical health business segments are still in the market cultivation phase, leading to high fixed cost allocation and a temporary impact on overall profits [1] - The estimated impact of non-recurring gains and losses on net profit during the reporting period is approximately 13.00 million to 16.00 million yuan [1]

格隆汇1月21日丨粤万年青(301111.SZ)公布，预计2025年亏损200.00万元–400.00万元，扣非亏损1,500.00 万元–2,000.00万元。本次业绩变动的主要原因系公司新拓展的健康消费品及医疗健康业务板块尚处于市 场培育期，相关业务收入尚未形成规模效应，导致固定成本分摊比例较高，从而对整体利润产生阶段性 影响。报告期内，公司预计非经常性损益对净利润的影响金额约为1,300-1,600万元。 ...

Core Viewpoint - The company expects a net profit loss attributable to shareholders of 2 to 4 million yuan in 2025, compared to a profit of 4.1627 million yuan in the same period last year [1] Group 1: Financial Performance - The primary reason for the performance change is that the newly expanded health consumer products and medical health business segments are still in the market cultivation phase, leading to high fixed cost allocation and a temporary impact on overall profits [1] - The company estimates that non-recurring gains and losses will impact net profit by approximately 13 to 16 million yuan during the reporting period [1]

Group 1 - The cement sector experienced a rise of 0.93% on January 19, with Shangfeng Cement leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the cement sector showed significant price increases, with Shangfeng Cement closing at 13.41, up 4.36%, and Hainan Ruize at 4.73, up 4.19% [1] Group 2 - The cement sector saw a net outflow of 54.11 million yuan from institutional investors, while retail investors contributed a net inflow of 18.65 million yuan [2] - Major stocks like Conch Cement had a net inflow of 1.07 billion yuan from institutional investors, despite a net outflow from retail investors [3] - The overall trading volume in the cement sector indicated mixed investor sentiment, with some stocks experiencing significant outflows while others attracted retail interest [3]

Core Viewpoint - The market value of limestone mine reserves is influenced by various factors such as mine quality and market price fluctuations, and the calculation of net asset value per share is based on historical cost data from financial statements, which includes the value of mining rights related to limestone mines, but does not directly equate to the market value of limestone reserves [1]. Group 1 - The market value of limestone mine reserves is affected by multiple factors [1] - The calculation of net asset value per share is based on historical cost data [1] - The value of mining rights related to limestone mines is included in the net asset calculation [1]

Group 1 - The cement sector experienced a decline of 0.92% on January 16, with Jinyu Group leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] - Key stocks in the cement sector showed varied performance, with Xizang Tianlu rising by 3.02% to a closing price of 11.25, while Jinyu Group fell by 9.95% to 1.90 [1][2] Group 2 - The cement sector saw a net inflow of 126 million yuan from institutional investors, while retail investors experienced a net outflow of 161 million yuan [2] - The trading volume for Xizang Tianlu was 1.2037 million hands, with a transaction value of 1.37 billion yuan, indicating strong interest despite the overall sector decline [1][2] - The main capital inflow was concentrated in stocks like Xizang Tianlu and Guotong Shares, with net inflows of 207 million yuan and 16.56 million yuan respectively [3]