Core Viewpoint - The A-share cement sector has shown strong performance in the late trading session, with multiple stocks reaching the daily limit up [1] Group 1: Stock Performance - Tianshan Co., Guotong Co., Western Construction, Tibet Tianlu, Sichuan Jinding, Huaxin Cement, Conch Cement, and Shangfeng Cement are among the companies that hit the daily limit up [1]

Group 1 - The cement sector is experiencing a surge with multiple stocks hitting the daily limit up, including Tianshan Shares, Guotong Shares, Western Construction, Tibet Tianlu, Sichuan Jinding, and Huaxin Cement among others [1] - More than ten stocks in the cement industry have reached the limit up, indicating strong market interest and potential bullish sentiment [1] Group 2 - Dark pool funds are reportedly flowing into these stocks, suggesting increased institutional interest and potential for further price movements [2]

A股减速器板块震荡走强，八一钢铁、国统股份、天山股份、西部建设涨停，青松建化、雪峰科技、新 疆交建、特变电工等纷纷上涨。 ...

Summary of Key Points Core Viewpoint - A total of 642 stocks reported their latest shareholder numbers as of July 10, with 264 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 642 stocks, 264 reported a decrease in shareholder numbers, with 18 stocks experiencing a decline of over 10% [3]. - The stock with the largest decline in shareholder numbers was Futec Technology, which saw a decrease of 25.89% to 9,703 shareholders [3]. - Other notable declines included Pulutong, which decreased by 23.59% to 34,197 shareholders, and Guotong Co., which fell by 19.44% to 20,593 shareholders [3][4]. Group 2: Stock Performance - The average increase for concentrated stocks since June 21 was 7.53%, outperforming the Shanghai Composite Index, which rose by 4.28% [2]. - Among the stocks with a decline in shareholder numbers, Hengtong Co. had the highest increase of 15.14% since June 21 [2]. - The latest concentrated stocks showed an average increase of 0.88% since July 1, with top performers including Dongshan Precision, Huangshanghuang, and Jujie Microfiber, which rose by 33.12%, 24.04%, and 19.51%, respectively [3]. Group 3: Earnings Forecasts - In the latest concentrated stocks, Guoyuan Securities reported a net profit increase of 40.44% in its half-year earnings report [4]. - A total of 77 stocks released earnings forecasts, with 21 expecting profit increases and 10 anticipating profits [4]. - The highest expected net profit increase was from Haowu Co., with a projected increase of 265.87% [4].

Xinjiang Guotong Pipeline Co., Ltd. 2025 Semi-Annual Performance Forecast [Expected Performance for the Current Period](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company projects a significant narrowing of net loss for H1 2025, with expected net loss between **20 million and 32 million yuan** and stable operating revenue Key Financial Performance Indicators | Item | Current Reporting Period (Jan-Jun 2025) | Prior Year Same Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | **Loss: 20 million – 32 million yuan** | **Loss: 46.3514 million yuan** | | Year-on-Year Growth | 30.96 % - 56.85 % | - | | **Net Profit After Deducting Non-Recurring Gains and Losses** | **Loss: 19 million – 31 million yuan** | **Loss: 47.5504 million yuan** | | Year-on-Year Growth | 34.81 % - 60.04 % | - | | **Basic Earnings Per Share** | **Loss: 0.1076 yuan/share – 0.1722 yuan/share** | **Loss: 0.2494 yuan/share** | | **Operating Revenue** | **150 million – 200 million yuan** | **177.4681 million yuan** | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company's performance forecast data are preliminary internal estimates and have not been audited by an accounting firm - The financial data related to this performance forecast have not been audited by an accounting firm[2](index=2&type=chunk) [Explanation of Performance Changes](index=2&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The company attributes improved performance and narrowed losses to enhanced supply chain management, strict cost control, and improved operational efficiency - The company's operational improvements, including strengthened supply chain management, cost control, and enhanced operational efficiency, have led to continuous improvement in profitability and a significant narrowing of losses compared to the prior year[3](index=3&type=chunk) - The company plans to leverage its brand advantage, focusing on product quality improvement as a core initiative to drive steady sales growth and consolidate operational improvements[3](index=3&type=chunk) [Risk Warning and Other Related Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA%E5%8F%8A%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company cautions investors that the preliminary performance forecast data are subject to uncertainty, with final figures to be confirmed in the 2025 semi-annual report - This performance forecast represents preliminary estimates by the company's finance department and is unaudited; final data will be presented in the company's 2025 semi-annual report[4](index=4&type=chunk) - The company's designated information disclosure media are Securities Times, China Securities Journal, and Juchao Information website[4](index=4&type=chunk)

国统股份（002205）公告，预计2025年上半年净利润亏损3200万元–2000万元，同比增长 30.96%-56.85%。 ...

证券代码：002205 证券简称：国统股份 编号：2025－029 新疆国统管道股份有限公司 关于公司电子邮箱变更的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 新疆国统管道股份有限公司（以下简称公司）根据实际工作需要， 同时为进一步做好投资者关系管理工作，对公司、董事会秘书及证券 事务代表电子邮箱进行变更，具体变更情况如下： | 变更项目 | 变更前 | 变更后 | | --- | --- | --- | | 公司邮箱 | gtgf521@chinalogisticsgroup.com.cn | gtgf521@sinolog.cn | | 董事会秘书邮箱 | gtgfgj@chinalogisticsgroup.com.cn | gtgfgj@sinolog.cn | | 证券事务代表邮箱 | gtgfjll@chinalogisticsgroup.com.cn | gtgfjll@sinolog.cn | 公司将自本公告发出之日起启用上述变更后的邮箱，欢迎广大投 资者通过新的邮箱与公司沟通交流。除上述变更内容外，公司注册地 址、办公地址及联系电话 ...

Core Viewpoint - The recent release of the "Opinions on Comprehensive Promotion of River Protection and Governance" by the Central Committee of the Communist Party of China and the State Council has led to a surge in water conservancy construction stocks, indicating a positive outlook for the industry through 2035 [1][2]. Group 1: Policy Implications - The main goals outlined in the "Opinions" include the establishment of a modern flood prevention and disaster reduction system by 2035, improved water resource utilization, enhanced urban and rural water supply security, and better ecological quality of rivers [1]. - The policy emphasizes the need for a comprehensive flood control engineering system, including reservoirs, river channels, and flood retention areas, to enhance flood prevention capabilities [2]. Group 2: Industry Impact - Several water conservancy construction stocks, such as Hanjiang He Shan and Chengbang Co., have seen significant price increases, with some reaching their daily limit [1]. - Companies like Hanjiang He Shan are involved in key water conservancy projects, with projected sales revenue of 510 million yuan from various pipeline procurement projects in 2024 [2].

Core Viewpoint - The company, Guotong Co., Ltd. (002205), is experiencing growth opportunities due to the ongoing infrastructure development along the "Belt and Road" initiative, particularly in the water supply and municipal engineering sectors [1]. Group 1: Company Performance - As of June 23, 2025, Guotong Co., Ltd. closed at 10.5 yuan, marking a 2.04% increase with a turnover rate of 4.26% and a trading volume of 79,200 shares, resulting in a transaction value of 82.24 million yuan [1]. - On June 23, the net outflow of funds from major investors was 3.15 million yuan, while retail investors saw a net inflow of 4.95 million yuan [1]. Group 2: Market Opportunities - The company is poised to benefit significantly from the increasing demand for water supply pipelines as infrastructure projects expand along the "Belt and Road" route [1]. - Guotong Co., Ltd. plans to focus on high-end cement products, particularly PCCP, and is actively exploring markets for other concrete products such as subway segments, PC components, track slabs, urban underground pipelines, and wind power tower tubes [1].

新疆柏坤亚宣律师事务所 关于 新疆国统管道股份有限公司 2025 年第一次临时股东大会见证之 法律意见书 新疆柏坤亚宣律师事务所 法律意见书 新疆柏坤亚宣律师事务所 关于新疆国统管道股份有限公司 2025 年第一次临时股东大会见证之 柏坤见证字[2025]第 07 号 新疆柏坤亚宣律师事务所 XINJIANG BAIKUNYAXUAN LAW FIRM 二○二五年六月 法律意见书 柏坤见证字[2025]第 07 号 致：新疆国统管道股份有限公司 公司董事会于 2025 年 6 月 3 日在《证券时报》《中国证券报》《巨潮资讯 1 新疆柏坤亚宣律师事务所 法律意见书 网》刊登了《新疆国统管道股份有限公司关于召开 2025 年第一次临时股东大会 的通知》（公告编号：2025-027）（以下简称"会议通知"）。会议通知载明了 本次股东大会的会议召开时间、会议召开地点、会议召集人、股权登记日、召开 方式、会议审议事项、会议出席对象、会议登记办法及其他事项。 新疆柏坤亚宣律师事务所（以下简称"本所"）依法接受新疆国统管道股份 有限公司（以下简称"公司"或"国统股份"）委托，指派本所陈星烨律师、王 颖律师（以下简称"经办 ...