与2023年相比，建筑材料上市公司董秘年薪平均值和中位数分别下降2.2%、3.9%。在任职时间超过1年的群体中，共有29位董秘的薪酬同比减少，海南瑞泽 的秦庆薪酬下调幅度高达79.80万元；共有26位董秘的薪酬同比增长，山东玻纤的王传秋和国际复材的黄敦霞年收入增长幅度分别为50.15万元、51.82万元。 中国巨石的董秘丁成车以201.92万元薪酬稳坐第一，比第二名旗滨集团的董秘邓凌云薪酬高14.0%。财报显示，除了董事会秘书一职，丁成车现在还担任公 司副总经理、代行财务负责人及总法律顾问，是巨石集团有限公司的副总裁兼财务总监。 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。。 分行业来看，A股共有73家建筑材料上市公司公开披露了董事会秘书信息。受上游房地产行业疲软影响，2024年建筑材料上市公司整体实现营收7084.49亿 元，同比下降12.3%；归母净利润录得188.36亿元，较2023年直接"腰斩"，不到三成公司营收、净利双增。 就薪酬水平而言，202 ...

（编辑 王雪儿） 证券日报网讯 天山股份7月30日在互动平台回答投资者提问时表示，公司已陆续取得美国石油学会的 APIQR证书、Q1证书、TS/29001证书，具备API标准全系列油井水泥生产能力，产品符合国际标准的质 量管理体系和生产规范。 ...

（编辑 王雪儿） 证券日报网讯 天山股份7月30日在互动平台回答投资者提问时表示，甘肃祁连山水泥集团有限公司为公 司托管未并表企业，其在西藏山南地区有控股水泥产能。天山股份是国内拥有水泥品种最多的生产企 业，最大的特种及功能水泥基材料生产企业，具备为国家重点工程提供"高性能化、低碳化、高功能 化"特种水泥产品和优质研发服务的综合实力和实践经验。公司高度重视国家重大工程带来的市场机 遇，将重点关注雅鲁藏布江下游水电工程建设带来的业务机会，持续跟踪相关项目进展，并积极投入相 关项目的采购招标，努力提供优质的产品和服务。 ...

中国国际金融股份有限公司作为新疆天山水泥股份有限公司 2022 年面向专 业投资者公开发行公司债券（第一期）（品种一）（债券简称：22 天山 01，债券 代码：148071.SZ）的债券受托管理人，持续密切关注对债券持有人权益有重大 影响的事项。根据《公司债券发行与交易管理办法》《深圳证券交易所公司债券 上市规则（2023 年修订）》《公司债券受托管理人执业行为准则》等相关规定及 《受托管理协议》的约定，现就本期债券重大事项报告如下： 债券代码：148071.SZ 债券简称：22 天山 01 中国国际金融股份有限公司关于天山材料股份有限公司 修订公司章程的受托管理事务临时报告 一、重大事项具体情况 根据发行人近期披露的《天山材料股份有限公司关于修订 <公司章程> 的公 告》（以下简称"公告"），发行人债券存续期间发生重大事项，具体情况如下： 近日，天山材料股份有限公司对《公司章程》进行了修订。本次修订后，发 行人不再设置监事会，监事会的职权由董事会审计委员会行使，发行人的监事会 相关制度相应废止。截至本公告披露日，上述事项已经发行人有权决策机构审议 通过。 二、本次变更的影响分析 上述事项符合《中华人民共和国 ...

债券简称： 24 天山 K1 债券代码：148712.SZ 债券简称： 24 天材 K3 债券代码：148759.SZ 中信证券股份有限公司 关于天山材料股份有限公司修订 《公司章程》的临时受托管理事务报告 主承销商/债券受托管理人 2025 年 7 月 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称"管理办法"）、 《公司债券受托管理人执业行为准则》《新疆天山水泥股份有限公司2024年面向 专业投资者公开发行公司债券受托管理协议》以及天山材料股份有限公司（原 "新疆天山水泥股份有限公司"，以下简称"发行人"、"公司"）出具的相关 说明文件等，由本期债券受托管理人中信证券股份有限公司（以下简称"中信证 券"）编制。 本报告仅对公司债券受托的有关事项进行说明，不构成针对公司债券的任何投 资建议。投资者应对相关事宜做出独立判断，而不应将本报告中任何内容据以作为 中信证券所作的承诺或声明。 2 中信证券股份有限公司作为新疆天山水泥股份有限公司 2024 年面向专业投 资者公开发行科技创新公司债券（第一期）（债券简称"24 天山 K1"，债券代 码"148712.SZ"）及天山材料股份有限公司 2024 ...

中国国际金融股份有限公司作为新疆天山水泥股份有限公司 2022 年面向专 业投资者公开发行公司债券（第一期）（品种一）（债券简称：22 天山 01，债券 代码：148071.SZ）的债券受托管理人，持续密切关注对债券持有人权益有重大 影响的事项。根据《公司债券发行与交易管理办法》《深圳证券交易所公司债券 上市规则（2023 年修订）》《公司债券受托管理人执业行为准则》等相关规定及 《受托管理协议》的约定，现就本期债券重大事项报告如下： 一、重大事项具体情况 根据发行人近期披露的《天山材料股份有限公司关于修订<公司章程>的公 告》（以下简称"公告"），发行人债券存续期间发生重大事项，具体情况如下： 近日，天山材料股份有限公司对《公司章程》进行了修订。本次修订后，发 行人不再设置监事会，监事会的职权由董事会审计委员会行使，发行人的监事会 相关制度相应废止。截至本公告披露日，上述事项已经发行人有权决策机构审议 通过。 二、本次变更的影响分析 债券代码：148071.SZ 债券简称：22 天山 01 上述事项符合《中华人民共和国公司法》等法律、行政法规的规定，不会对 发行人经营、偿债能力及日常管理产生不利影响，不涉及 ...

Group 1: Company Insights - The company Honghua Digital Science has announced a forecast for its 2025 half-year report, expecting revenue between 1.02 billion to 1.06 billion yuan, representing a year-on-year increase of 25.01% to 29.91% [3] - The net profit attributable to shareholders is projected to be between 240 million to 260 million yuan, reflecting a year-on-year growth of 19.90% to 29.89% [3] - The company benefits from the accelerated transition from traditional printing to digital printing, leading to sustained order growth and expansion of domestic and international customer bases [1][3] Group 2: Industry Trends - The digital printing equipment sector is experiencing rapid growth, with a projected revenue increase of 114.66% year-on-year for 2024, driven by technological advancements and channel expansion [3] - The textile and printing industry is undergoing a transformation, with digital printing becoming essential for responding to fast fashion demands and reducing processing costs [3] - The construction materials industry in Xinjiang is benefiting from geographical advantages, with cement prices maintaining better stability than the national average, supported by the commencement of the China-Kyrgyzstan-Uzbekistan railway [1][14][41] Group 3: Market Strategy - In Q2 2025, active funds increased their stock positions, particularly in the communication, banking, military, and non-bank sectors, while reducing exposure to food and beverage, automotive, and electric sectors [2][6] - The IPO market is showing signs of recovery, with a significant increase in the number of accepted applications and first-day gains remaining above 220% [9][11] - The construction of the China-Kyrgyzstan-Uzbekistan railway is expected to generate a cement demand of approximately 400-600 million tons, benefiting local cement producers [40][41]

Market Overview - On July 23, the Shanghai Composite Index rose by 0.01%, while the Shenzhen Component Index fell by 0.37%, and the ChiNext Index remained unchanged [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.86 trillion yuan, with over 4,000 stocks declining [1] - Sectors such as hydropower, beauty care, securities insurance, CRO, banking, and small metals saw significant gains, while sectors like Hainan, military industry, ultra-high voltage, and cement experienced declines [1] Focus Stocks - Xue Ren Group experienced a trading halt, with the market's consecutive board height reduced to four for Nanmin Group [3] - Zhibo Design and Shen Shui Planning Institute both achieved a 20% increase for three consecutive boards in the hydropower station concept stocks [3] - Hengli Drilling Tools reached a 30% increase for three consecutive boards in the shield machine concept stocks, while China Railway Construction reached a 20% increase for three consecutive boards [3] Top Net Buy and Sell on Dragon and Tiger List - The top three net buying stocks were Xue Ren Group (244 million yuan), Kailong Co., Ltd. (134 million yuan), and Qingyun Technology (97.91 million yuan) [4] - The top three net selling stocks were Tianshan Co., Ltd. (295 million yuan), China Power Construction (220 million yuan), and Lansheng Co., Ltd. (150 million yuan) [5] - Xue Ren Group's stock surged, with a turnover rate of 32.19% and a trading volume of 2.372 billion yuan, with net buying from the Shenzhen Stock Connect of 164 million yuan [5] Company Developments - Xue Ren Group has developed a comprehensive technical plan for large-scale concrete temperature control needs in its projects and has participated in multiple hydropower projects in the Yarlung Tsangpo River basin [8] - The company’s helium compressor is used in a major national scientific research project, achieving international leading technology in the controlled nuclear fusion field [8] - Xue Ren Group is investing 280 million yuan to build a hydrogen fuel cell system production base, expected to be operational by July 2028, aligning with national hydrogen energy policies [8] Other Notable Stocks - Nanjing New Hundred, involved in innovative drugs and cell immunotherapy, reported a revenue increase of 1.98% to 6.7 billion yuan in 2024 [11] - Zhendong Pharmaceutical, focusing on anti-tumor traditional Chinese medicine, has a leading product in the market and has resolved a significant arbitration issue [15] - Tianshan Co., Ltd. saw a decline of 6.27% with a trading volume of 1.371 billion yuan, while Shangfeng Cement fell by 9.27% with a trading volume of 675 million yuan [12][18]

Core Viewpoint - On July 23, the Shanghai Composite Index rose by 0.01%, with institutional investors appearing on the trading lists of 31 stocks, net buying 17 and net selling 14 [1] Institutional Trading Summary - Institutional special seats were present in 31 stocks, with a total net selling amount of 437 million yuan, marking the fourth consecutive day of net selling [1] - The stock with the highest net buying amount was Tianshan Shares, which closed down 6.27% with a turnover rate of 3.18% and a transaction amount of 1.371 billion yuan, net buying 60.08 million yuan by institutional seats [2] - Shangfeng Cement closed down 9.27% with a turnover rate of 7.12% and a transaction amount of 675 million yuan, net buying 53.10 million yuan by institutional seats [2] - Qingyun Technology closed up 15.09% with a turnover rate of 24.52% and a transaction amount of 924 million yuan, net buying 48.72 million yuan by institutional seats [2] Market Performance Analysis - A backtest of stocks with net institutional buying over the past month showed a 48.97% probability of rising the next day and a 46.90% probability of outperforming the Shanghai Composite Index [3] - Among the stocks with net institutional buying, 8 companies released half-year performance forecasts, with 2 expecting profit increases and 1 expecting profit [3] - Sichuan Jinding had the highest expected net profit increase of 25.50 million yuan, representing a year-on-year increase of 328.45% [3] Detailed Institutional Trading Data - The following stocks had significant institutional net buying on July 23: - Tianshan Shares: -6.27% change, 3.18% turnover, 60.08 million yuan net buying [4] - Shangfeng Cement: -9.27% change, 7.12% turnover, 53.10 million yuan net buying [4] - Qingyun Technology: +15.09% change, 24.52% turnover, 48.72 million yuan net buying [4][5] Stock Connect Activity - On July 23, 18 stocks on the trading list had appearances from the Shenzhen-Hong Kong Stock Connect, with net buying in stocks like Xue Ren Group and Zhongyuan Haike, totaling 132 million yuan and 26.31 million yuan respectively [6] - Stocks with net selling included Haixia Shares and Lansheng Shares, with net selling amounts of 51.60 million yuan and 40.99 million yuan respectively [6][7]

7月23日，上证指数上涨0.01%，深证成指下跌0.37%，创业板指下跌0.01%。盘后龙虎榜数据显示，共 有58只个股因当日异动登上龙虎榜，资金净流入最多的是雪人集团（002639.SZ），达2.44亿元。 据21投资通智能监测，31只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及18只。 2.44亿资金抢筹雪人集团，2.95亿资金出逃天山股份 58只上榜的龙虎榜个股中，23只个股被净买入，35只个股被净卖出。其中，资金净买入最多的是雪人集 团，达2.44亿元，占总成交金额的10.27%。雪人集团当日收盘上涨10%，换手率为32.19%。 | 名称 | 涨跌幅 | 戊席榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 雪人集团 | 10% | 24375 | 10.27% | 32.19% | 买一主买,成功率4 | | | | | | | 7.39% | | 凯龙股份 | 0.64% | 13355 | 6.45% | 41.57% | 上海资金买入,成功 | | | ...