| 证券代码：001212 | 证券简称：中旗新材 | 公告编号：2025-086 | | --- | --- | --- | | 转债代码：127081 | 债券简称：中旗转债 | | 开采主矿种：脉石英 权利期限：2025 年 9 月 22 日至 2041 年 9 月 22 日 采矿权人：中旗(广西)矿业有限公司 采矿权人统一社会信用代码：91451225MABRDQAL94 广东中旗新材料股份有限公司（以下简称"上市公司""公司"）下属全资 子公司中旗（广西）矿业有限公司（以下简称"中旗矿业"）与河池市自然资源 局签署了《采矿权出让合同》（采矿权变更、探转采）（合同编号：河自然采合 〔2025〕8 号）。具体内容详见公司于 2025 年 7 月 25 日披露的《关于公司全资 子公司中旗矿业签署采矿权出让合同的自愿性信息披露公告》（公告编号： 2025-066）。 近日，中旗矿业收到河池市自然资源局颁发的《中华人民共和国不动产权证 书》（证号：DC4512002021107110152728）的通知。现将有关事项公告如下： 矿山名称：广西罗城县拉马拉荧矿区脉石苏矿 矿山地址：广西壮族自治区河池市罗城仫佬族 ...

Core Viewpoint - The company, Zhongqi New Materials (001212.SZ), has signed a mining rights transfer contract with the Hechi City Natural Resources Bureau, indicating a strategic move to enhance its mining operations and resource acquisition [1]. Group 1 - Zhongqi Mining, a wholly-owned subsidiary of Zhongqi New Materials, has entered into a mining rights transfer contract (Contract No. 河自然采合〔2025〕8号) with the Hechi City Natural Resources Bureau [1]. - The company has received a notification regarding the issuance of the "People's Republic of China Real Estate Certificate" (Certificate No. DC4512002021107110152728) from the Hechi City Natural Resources Bureau [1]. - The details of the mining rights transfer contract were previously disclosed in a voluntary information announcement on July 25, 2025 [1].

Core Insights - The company announced that its wholly-owned subsidiary, Zhongqi Mining, has obtained a mining license for the Lammala Quartzite Mine in Luocheng County, Guangxi [1] Group 1 - The mining area covers 4.9574 square kilometers [1] - The main mineral to be extracted is quartzite [1] - The mining rights are valid from September 22, 2025, to September 22, 2041 [1]

Core Viewpoint - The company Zhongqi Mining has received a property rights certificate for the La Ma La quartz mine in Guangxi, indicating a significant development in its mining operations [1] Group 1: Mining Rights and Details - The property rights certificate was issued by the Hechi City Natural Resources Bureau, confirming the legal ownership of the mining area [1] - The mining area covers 4.96 square kilometers, with a mining depth ranging from 300 meters to 940 meters [1] - The main mineral to be extracted is quartz, with the rights valid from September 22, 2025, to September 22, 2041 [1]

Market Overview - On September 24, the renovation and building materials sector rose by 0.45% compared to the previous trading day, with Kailun Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Kailun Co., Ltd. (300715) closed at 12.74, with an increase of 8.70% and a trading volume of 168,700 shares, amounting to 212 million yuan [1] - Zhongqi New Materials (001212) closed at 60.65, up 6.22%, with a trading volume of 228,200 shares and a turnover of 1.378 billion yuan [1] - Youbang Ceiling (002718) closed at 26.93, increasing by 4.18%, with a trading volume of 59,100 shares and a turnover of 158 million yuan [1] - Other notable stocks include Zhonggang Luonai (688119) with a 3.83% increase and a closing price of 4.34, and Keshin New Materials (833580) with a 3.64% increase and a closing price of 17.39 [1] Capital Flow - The renovation and building materials sector saw a net inflow of 188 million yuan from main funds, while retail funds experienced a net outflow of 99.76 million yuan and 88.26 million yuan respectively [2] - The capital flow data indicates that Zhongqi New Materials had a main fund net inflow of 175.16 million yuan, while retail funds saw a net outflow of 69.37 million yuan [3] - Other companies like Beixin Building Materials (000786) and Wanshi Stone (002785) also experienced varying levels of net inflow and outflow from main and retail funds [3]

Group 1 - The construction materials sector is experiencing a significant upward trend, with companies like Shengfeng Cement hitting the daily limit increase [1] - Zhongqi New Materials has seen an increase of over 8%, indicating strong market performance [1] - Other companies such as Sankeshu, Luyang Energy-saving, and Fujian Cement are also witnessing gains, reflecting a broader positive movement in the industry [1]

2025年7月22日，海南羽明华与陈耀民签署股份转让协议，协议转让933.43万股公司股份，该转让已于8 月14日完成过户登记。此次转让完成后，海南羽明华持股数量由原来的1710.44万股减少至777.01万股， 持股比例从9.34%降至4.22%。减持完成后，海南羽明华与一致行动人周军合计持有公司表决权股份比 例为13.86%。 南方财经9月23日电，中旗新材(001212.SZ)2025年9月23日公告，股东海南羽明华创业投资有限公司及 其一致行动人熊宏文通过大宗交易和集中竞价方式，于2025年8月25日至9月19日期间合计减持542.65万 股，占公司总股本的2.91%，金额约2.85亿元。此次减持完成后，熊宏文不再持有公司股份，海南羽明 华持股比例降至2.23%。 ...

Group 1 - The core point of the article is that Zhongqi New Materials has completed a share reduction plan, with significant ownership changes reported [1] - As of September 19, 2025, Hainan Yuminghua and Mr. Xiong Hongwen have cumulatively reduced their holdings by 5.4265 million shares, representing 2.95% of the company's total share capital after excluding shares in the repurchase account [1] - The company's revenue composition for the first half of 2025 shows that non-metallic mineral products account for 99.44%, while other businesses and high-purity sand account for 0.37% and 0.19% respectively [1] Group 2 - The current market capitalization of Zhongqi New Materials is 10.6 billion yuan [2]

Core Viewpoint - The company Zhongqi New Materials (001212.SZ) has completed a share reduction plan, with significant shares sold by major shareholders [1] Group 1 - Zhongqi New Materials received a notification from Hainan Yuminghua and Mr. Xiong Hongwen regarding share changes and the completion of their reduction plan [1] - As of September 19, 2025, Hainan Yuminghua and Mr. Xiong Hongwen have cumulatively reduced their holdings by 5,426,500 shares [1] - The reduced shares represent 2.95% of the company's total share capital after excluding shares held in the repurchase special securities account [1]

| 证券代码：001212 | 证券简称：中旗新材 | 公告编号：2025-084 | | --- | --- | --- | | 转债代码：127081 | 债券简称：中旗转债 | | 一、股东减持股份情况 | 股东名称 | 减持 方式 | | 减持股 | 减持数量 比例 | 减持数量占剔 除回购专用账 户股份数量后 总股本比例 | | | 减持期间 | | | 减持均 价（元/ 股） | 数 （股） | 占总股本 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 海南羽明华 | 大宗 交易 | 2025 -2015 | 3,606,500 | 1.94% | 1.96% | 年 | 月 | | | 日 日 | 47.93 | | | | 熊宏文 | 集中 竞价 | 2025 -2015 | | 0.98% 2.91% | 0.99% 2.95% | 年 | 25 月 | 9 | 19 | 日 日 | 61.85 | 1,820,000 5,426,500 | | | | | | ...