每经AI快讯，有投资者在投资者互动平台提问：请问公司是否参与雄安新区建设？是否有雄安新区项 目？ （文章来源：每日经济新闻） 国统股份（002205.SZ）11月6日在投资者互动平台表示，截至目前，公司未参与雄安新区相关建设，未 有承接雄安新区的有关项目。 ...

Market Overview - The cement sector experienced a decline of 0.66% on November 6, with Fujian Cement leading the drop [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Individual Stock Performance - Fujian Cement saw a significant drop of 9.97%, closing at 7.13, with a trading volume of 490,300 shares and a turnover of 356 million yuan [2] - Other notable declines included: - Hongzhi Fertilizer down 5.84% to 4.35 - Han Jian Heshan down 5.80% to 6.01 [2] - Conversely, Guotong Co. rose by 5.38% to 15.68, with a trading volume of 247,500 shares [1] Capital Flow Analysis - The cement sector experienced a net outflow of 181 million yuan from institutional investors, while retail investors contributed a net inflow of 180 million yuan [2] - The main capital inflows were observed in: - Sichuan Jinding with a net inflow of 37.54 million yuan [3] - Guotong Co. with a net inflow of 25.43 million yuan [3] - Notable outflows included: - Conch Cement with a net outflow of 54.04 million yuan [3] - Sichuan Jinding with a net outflow of 5.30 million yuan [3]

Market Overview - The cement sector experienced a decline of 0.2% on November 4, with Shangfeng Cement leading the drop [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] Individual Stock Performance - Hanjian Heshan saw a significant increase of 10.09%, closing at 6.11, with a trading volume of 231,100 shares and a turnover of 141 million yuan [1] - Fujian Cement also rose by 10.00%, closing at 7.81, with a trading volume of 706,200 shares and a turnover of 527 million yuan [1] - Conversely, Shangfeng Cement fell by 1.83%, closing at 10.74, with a trading volume of 152,300 shares and a turnover of 164 million yuan [2] Capital Flow Analysis - The cement sector had a net inflow of 68.57 million yuan from institutional investors, while retail investors saw a net outflow of 93.65 million yuan [2][3] - Notably, Fujian Cement experienced a net inflow of 102 million yuan from institutional investors, but a net outflow of 68.33 million yuan from retail investors [3] - Hanjian Heshan had a substantial net inflow of 77.89 million yuan from institutional investors, with a significant net outflow of 39.61 million yuan from retail investors [3]

Group 1 - The company Guotong Co., Ltd. announced a postponement of the nomination deadline for non-employee representative director candidates to November 30, 2025, to allow shareholders more time to propose suitable candidates [1] - The new deadline for submitting nominations and related documents is set for November 30, 2025, at 18:00 [1]

证券代码：002205 证券简称：国统股份 编号：2025－048 新疆国统管道股份有限公司（以下简称"公司"）于 2025 年 10 月 16 日在《证券时报》、《中国证券报》以及巨潮资讯网 (www.cninfo.com.cn)上披露了《关于董事会换届选举的提示性公告》(公 告编号:2025-044)，提名人应在 2025 年 10 月 31 日前按公告约定的 方式向公司第六届董事会提名非职工代表董事候选人并提交相关文 件。 鉴于公司第七届董事会非职工代表董事候选人的提名工作尚未 完成，为使股东有更充足的时间提名合适人选，确保董事会换届工作 的顺利进行，本次换届工作提名截止时间将推迟至 2025 年 11 月 30 日。提名人应在 2025 年 11 月 30 日 18:00 前按公告约定的方式向公 司提名非职工代表董事候选人并提交相关文件。 除上述延长提名时间内容外,原《关于董事会换届选举的提示性公 告》的其他内容不变。 特此公告。 新疆国统管道股份有限公司董事会 2025 年 11 月 1 日 新疆国统管道股份有限公司 关于董事会换届选举提名工作延期的提示性公告 本公司及董事会全体成员保证信息披露的内 ...

Core Viewpoint - Guotong Co., Ltd. is a leading enterprise in the PCCP industry in China, with strong technical research and production capabilities, and good product quality and market reputation [1] Group 1: Business Performance - In Q3 2025, Guotong's revenue was 444 million yuan, ranking 7th among 7 companies in the industry, significantly lower than the industry leader, Xibu Construction, which had 13.88 billion yuan [2] - The main business revenue composition includes PCCP pipe revenue of 156 million yuan, accounting for 82.05%, and PPP project construction and service revenue of 1.855 million yuan, accounting for 9.77% [2] - The net profit for the same period was -26.5 million yuan, ranking 4th in the industry, with the industry leader, Longquan Co., Ltd., reporting a net profit of 126 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Guotong's debt-to-asset ratio was 87.86%, higher than the previous year's 81.76% and the industry average of 66.98%, indicating significant debt pressure [3] - The gross profit margin for Q3 2025 was 32.45%, up from 28.60% in the previous year, and significantly above the industry average of 17.41%, reflecting strong profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 9.05% to 19,500, while the average number of circulating A-shares held per household increased by 9.95% to 9,548.54 [5] Group 4: Management Compensation - The chairman, Jiang Shaobo, has not had a change in salary, while the general manager, Hang Yu, has a salary of 140,000 yuan for 2024 [4]

Market Overview - The cement sector experienced a decline of 0.8% on October 30, with Guotong Co. leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Individual Stock Performance - Huanzi House saw a price increase of 3.69%, closing at 4.21, with a trading volume of 1.1626 million shares and a turnover of 483 million yuan [1] - Longquan Co. and Tapai Group also reported gains of 1.35% and 1.19%, closing at 5.25 and 8.47 respectively [1] - Conversely, Guotong Co. experienced the largest decline of 4.38%, closing at 14.40, with a trading volume of 147,000 shares and a turnover of 213 million yuan [2] Capital Flow Analysis - The cement sector saw a net outflow of 119 million yuan from institutional investors, while retail investors contributed a net inflow of 67.6 million yuan [2] - The main capital inflow was observed in Hainan Ruize, with a net inflow of 45.916 million yuan, while Fujian Cement had a net inflow of 32.156 million yuan [3] - Notably, Guotong Co. and Han Jian Heshan experienced significant net outflows of 39.214 million yuan and 46.399 million yuan respectively [3]

Market Overview - The cement sector experienced a decline of 0.41% on October 29, with Guotong Co. leading the drop [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Individual Stock Performance - Notable gainers in the cement sector included: - Hainan Ruize (002596) with a closing price of 4.06, up 3.31% and a trading volume of 948,000 shares [1] - Qingsong Jianhua (600425) closed at 4.68, up 0.65% with a trading volume of 338,900 shares [1] - Guotong Co. (002205) was the biggest loser, closing at 15.06, down 6.92% with a trading volume of 238,600 shares [2] - Other significant decliners included: - Sanhe Pipe Pile (003037) down 4.21% and Han Jian Heshan (603616) down 2.86% [2] Capital Flow Analysis - The cement sector saw a net outflow of 158 million yuan from institutional investors, while retail investors contributed a net inflow of 172 million yuan [2] - The capital flow for key stocks showed: - Conch Cement (600585) had a net outflow of 38.09 million yuan from institutional investors [3] - Hainan Ruize (002596) saw a net inflow of 25.39 million yuan from institutional investors [3]

Group 1 - The core point of the article is that Guotong Co., Ltd. (SZ 002205) held its 18th meeting of the 6th board of directors on October 27, 2025, to review the third quarter report for 2025 [1] - For the first half of 2025, the revenue composition of Guotong Co., Ltd. was as follows: Industrial accounted for 87.69%, municipal construction for 9.77%, other businesses for 1.4%, and construction installation services for 1.13% [1] - As of the time of reporting, Guotong Co., Ltd. had a market capitalization of 2.9 billion yuan [1]

Core Insights - The company reported a third-quarter revenue of 254 million, representing a year-on-year increase of 25.29% [1] - The net profit for the third quarter was 3.35 million, showing a significant year-on-year decline of 78.51% [1] - For the first three quarters, the total revenue reached 444 million, which is a year-on-year growth of 16.73% [1] - The net loss for the first three quarters was 21.93 million, which is a reduction of 28.75% compared to the previous year [1]