Summary of Key Points Core Viewpoint - On September 29, 2023, Guotong Co., Ltd. executed a block trade involving 5.405 million shares at a transaction value of 75.0755 million yuan, with a transaction price of 13.89 yuan, reflecting a discount of 1.21% compared to the closing price of the day [2] Trading Details - The block trade volume was 5.405 million shares, with a transaction amount of 75.0755 million yuan and a transaction price of 13.89 yuan, which is a 1.21% discount relative to the closing price of the day [2] - The buyer and seller of the block trade were both from Huafu Securities Co., Ltd., located at Shanghai Xuhui District Wanping South Road Securities Business Department [2] Market Performance - The closing price of Guotong Co., Ltd. on the same day was 14.06 yuan, marking an increase of 3.15% [2] - The daily turnover rate was 5.76%, with a total transaction amount of 147 million yuan and a net inflow of main funds amounting to 16.9147 million yuan [2] - Over the past five days, the stock has accumulated a rise of 6.76%, with a total net inflow of funds amounting to 27.1818 million yuan [2] Company Background - Guotong Co., Ltd. was established on August 30, 2001, with a registered capital of 1.85843228 billion yuan [2]

9月29日，国统股份大宗交易成交540.5万股，成交额7507.55万元，占当日总成交额的33.75%，成交价 13.89元，较市场收盘价14.06元折价1.21%。 | 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | | 2025-09-29 | 002205 | 国统股份 | 13.89 | 540.50 | | 7,507.5$福证券有限责任 | 华福证券有限责任 | | | | | | | | | 公司上海徐汇区苑 | 公司上海徐汇区宛 | | | | | | | | | 平南路证券营业部 | 平南路证券营业部 | | ...

Market Overview - The cement sector experienced a slight decline of 0.12% on September 26, with Sanhe Pile leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Individual Stock Performance - Sanhe Pile (003037) closed at 7.91, down 4.47% with a trading volume of 168,100 shares and a turnover of 134 million yuan [2] - Qingsong Jianhua (600425) closed at 4.25, down 2.52% with a trading volume of 393,800 shares [2] - Sichuan Jinding (600678) closed at 9.23, down 2.22% with a trading volume of 105,800 shares [2] - Guotong Co. (002205) closed at 13.63, down 1.87% with a trading volume of 94,800 shares [2] - Tianshan Co. (000877) closed at 5.97, down 1.16% with a trading volume of 388,500 shares [2] - Other notable declines include Jianfeng Group (600668) down 1.02% and Xizang Dalu (600326) down 0.81% [2] Capital Flow Analysis - The cement sector saw a net outflow of 98.89 million yuan from institutional investors and 47.41 million yuan from retail investors, while individual investors contributed a net inflow of 146 million yuan [4] - Hainan Ruize (002596) had a net inflow of 47.06 million yuan from institutional investors, while experiencing a net outflow of 10.28 million yuan from retail investors [4] - Fujian Cement (600802) reported a net inflow of 11.08 million yuan from institutional investors, with a slight net outflow from retail investors [4] - Guotong Co. (002205) had a net inflow of 5.80 million yuan from institutional investors, while retail investors showed a net outflow [4]

Group 1 - The company's main product, PCCP, can be used in the construction of auxiliary hydraulic facilities for power plants, including thermal and nuclear power plants [2] - PCCP is applicable for external water supply pipelines and internal cooling circulation water pipelines at power plants [2] Group 2 - The interaction took place on an investor communication platform, indicating active engagement with investors [2] - The inquiry reflects investor interest in the company's product applications within the energy sector [2]

Group 1 - The core product of the company, PCCP, is characterized by low cost, high pressure resistance, corrosion resistance, and long lifespan [1] - PCCP is widely used in large-scale water transportation projects and can provide strong support for water conservancy facilities related to the "East Data West Calculation" project [1] - The company will actively monitor market opportunities arising from the supporting water conservancy facilities for the "East Data West Calculation" initiative [1]

Core Viewpoint - The company, Guotong Co., Ltd., specializes in PCCP products that are widely used in large-scale water diversion projects, municipal water supply, industrial water, and agricultural irrigation systems, highlighting its strong market position and experience in significant water conservancy projects [1] Group 1 - The main products of the company, PCCP, are characterized by their pressure resistance and corrosion resistance, making them suitable for various water supply networks and power plant circulation pipelines [1] - The company has participated in major water conservancy projects such as the South-to-North Water Diversion Middle Line Project and the Beijing South-to-North Water Diversion Project, accumulating valuable experience and a good reputation in the industry [1] - The company has a strong production and supply capability with production bases and products covering multiple regions, enabling it to better undertake subsequent orders related to the South-to-North Water Diversion Project [1]

Group 1 - The company, Guotong Co., Ltd. (002205), stated on September 24 that its products are applicable in railway, high-speed rail, and subway construction [1] - Specific products mentioned include prefabricated lining segments for subways, ballastless track slabs, prefabricated culverts, and prefabricated assembly platforms and station buildings [1]

Group 1 - The company has products applicable to railway, high-speed rail, and subway construction, including prefabricated lining segments, ballastless track slabs, prefabricated culverts, and prefabricated assembly platforms and station buildings [1]

Group 1 - The company, Guotong Co., stated that as of September 19, 2025, the number of shareholders is 21,400 households (consolidated) [2]

Group 1 - The company has not yet established any cooperation with the Yellow River Supercomputing Center [1] - The company focuses on the manufacturing and services of high-end concrete products, specifically prestressed concrete cylinder pipes (PCCP) [1] - The company is actively expanding its business into the field of water conservancy construction [1]