| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600585 海螺水泥 | | -5274.41万 | 8.70% | -2753.37万 | -4.54% | -2521.05万 | -4.16% | | 000877 天山股份 | | 4149.20万 | 9.45% | 566.17万 | 1.29% | -4715.37万 | -10.74% | | 600425 青松建化 | | 3111.32万 | 8.21% | -975.70万 | -2.58% | -2135.61万 | -5.64% | | 600801 华新水泥 | | 2902.73万 | 10.77% | -775.71万 | -2.88% | -2127.02万 | -7.89% | | 002233 塔牌集团 | | 788.74万 | 5.78% | 96.11万 | 0.70% | -884.84万 | -6.48% | | 0023 ...

广东塔牌集团股份有限公司（以下简称"公司"）于2025年8月6日召开的第六届董事会第十九次会议逐项 审议通过了《关于回购公司股份的议案》。 公司于2025年8月13日披露了《回购报告书》（公告编号：2025-038），详见公司于《证券时报》《证 券日报》《中国证券报》《上海证券报》和巨潮资讯（ http://www.cninfo.com.cn ）披露的相关公告。 一、回购股份的进展情况 根据《上市公司股份回购规则》（2025年修订）及《深圳证券交易所上市公司自律监管指引第9号一一 回购股份》（2025年修订）相关规定，在回购股份期间，公司应当在每个月的前3个交易日内，公告截 至上月末的回购进展情况。现将公司本轮回购进展情况公告如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002233 证券简称：塔牌集团 公告编号：2025-039 广东塔牌集团股份有限公司 关于回购公司股份的进展公告 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。 （2）中国证监会和深圳证券交易所规定的其他情形。 2、公司以集中竞价交易方式回购公司股份，符合深圳证券交易所 ...

格隆汇9月2日丨塔牌集团(002233.SZ)公布，截至2025年8月31日，公司尚未开始实施本轮回购。责任编 辑：钟离 ...

2025年8月6日，广东塔牌集团第六届董事会第十九次会议审议通过《关于回购公司股份的议案》。8月 13日，公司披露《回购报告书》。 回购进展情况 截至2025年8月31日，公司尚未开始实施本轮回购。 公司既定的本轮回购方案显示，公司决定使用自有资金，以集中竞价方式从二级市场回购公司股份，用 于实施员工持股计划。本次回购股份资金总额不超过10,000万元（含）且不少于5,000万元（含），回购 价格不超过10元/股，回购期限为自董事会审议通过回购方案之日起6个月内。 其他说明 登录新浪财经APP 搜索【信披】查看更多考评等级 广东塔牌集团股份有限公司于2025年9月3日发布关于回购公司股份的进展公告。 公司表示，回购股份的时间、数量、方式等符合既定回购方案和报告书，也符合相关法律法规规定。同 时，回购股份在时间、数量及集中竞价交易委托时段等方面，均符合深圳证券交易所相关规定。 公司还称，将严格按照《上市公司股份回购规则》（2025年修订）及《深圳证券交易所上市公司自律监 管指引第9号——回购股份》（2025年修订）等相关规定，在回购期限内根据市场情况择机做出回购决 策并予以实施，同时及时履行信息披露义务，提醒投 ...

公司既定的本轮回购方案为：公司决定使用自有资金以集中竞价方式从二级市场回购公司 股份用于实施员工持股计划，本次回购股份资金总额为不超过10,000万元（含）且不少于5,000 万元（含），回购价格不超过10元/股，回购的期限为自董事会审议通过回购方案之日起6个月 内。 证券代码：002233 证券简称：塔牌集团 公告编号：2025-039 广东塔牌集团股份有限公司 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。 广东塔牌集团股份有限公司（以下简称"公司"）于 2025 年 8 月 6 日召开的第六届董事 会第十九次会议逐项审议通过了《关于回购公司股份的议案》。 公司于 2025 年 8 月 13 日披露了《回购报告书》（公告编号：2025-038），详见公司于《证 券时报》《证券日报》《中国证券报》《上海证券报》和巨潮资讯（ http://www.cninfo.com.cn ） 披露的相关公告。 一、回购股份的进展情况 根据《上市公司股份回购规则》（2025 年修订）及《深圳证券交易所上市公司自律监管 指引第 9 号——回购股份》（2025 年修订）相关规定， ...

证券代码：002233 证券简称：塔牌集团 公告编号：2025-039 广东塔牌集团股份有限公司 关于回购公司股份的进展公告 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。 广东塔牌集团股份有限公司（以下简称"公司"）于 2025 年 8 月 6 日召开的第六届董事 会第十九次会议逐项审议通过了《关于回购公司股份的议案》。 公司既定的本轮回购方案为：公司决定使用自有资金以集中竞价方式从二级市场回购公司 股份用于实施员工持股计划，本次回购股份资金总额为不超过10,000万元（含）且不少于5,000 万元（含），回购价格不超过10元/股，回购的期限为自董事会审议通过回购方案之日起6个月 内。 二、其他说明 （一）公司回购股份的时间、回购股份的数量、回购股份方式等符合既定的回购方案和回 购报告书，符合相关法律法规规定。 （二）公司回购股份的时间、回购股份数量及集中竞价交易的委托时段等符合《深圳证券 交易所上市公司自律监管指引第 9 号——回购股份》的相关规定，具体如下： 1 1、公司以集中竞价交易方式回购股份，未在下列期间内实施： （1）自可能对本公司证券及其衍生品 ...

Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [1] Core Views - The construction materials sector is expected to benefit from a slight recovery in cement demand, particularly in southern regions as rainfall decreases. However, demand in areas like Beijing-Tianjin-Hebei, Shandong, and Henan is weakening due to stricter environmental controls [2][14] - The report highlights the potential for price increases in cement, driven by improved demand and supply-side discipline, with a focus on leading companies such as Conch Cement and Huaxin Cement [4][5] - The report emphasizes the importance of government policies aimed at boosting domestic demand and stabilizing the real estate market, which are expected to positively impact the home improvement and building materials sectors [17] Summary by Sections 1. Sector Overview - The construction materials sector saw a slight increase in the PMI for August, indicating a seasonal uptick in activity, particularly in major infrastructure projects initiated in July [4] - The construction materials index showed a marginal increase of 0.14% during the week, underperforming compared to the broader market indices [4] 2. Bulk Construction Materials 2.1 Cement - The national average price for high-standard cement is reported at 344.3 RMB/ton, reflecting a week-on-week increase of 1.7 RMB/ton but a year-on-year decrease of 35.2 RMB/ton [22][23] - The average cement inventory level among sample enterprises is 63.6%, down 1.0 percentage points from the previous week [25] - The report anticipates a potential price stabilization and recovery in the cement market, particularly in the second half of the year [5][14] 2.2 Glass - The average price for float glass is reported at 1189.7 RMB/ton, down 16.1 RMB/ton from the previous week and down 176.6 RMB/ton year-on-year [4] - The report suggests that supply-side adjustments are likely to improve the supply-demand balance in the glass industry, with a focus on leading companies benefiting from cost advantages [16] 2.3 Fiberglass - The report notes a stable pricing environment for fiberglass, with the average price for non-alkali roving at 3100-3700 RMB/ton, remaining stable compared to previous periods [4] - The demand for specialty fiberglass products is expected to grow significantly, driven by technological advancements and increased applications in various industries [15] 3. Home Improvement Materials - The report highlights the positive impact of government policies aimed at stimulating domestic consumption, particularly in the home improvement sector, with expectations for a recovery in demand [17] - Leading companies in the home improvement materials sector are encouraged to explore new business models and enhance their market positioning [17]

证券之星消息，9月1日水泥板块较上一交易日上涨0.55%，华新水泥领涨。当日上证指数报收于 3875.53，上涨0.46%。深证成指报收于12828.95，上涨1.05%。水泥板块个股涨跌见下表： 从资金流向上来看，当日水泥板块主力资金净流出1.91亿元，游资资金净流出3492.76万元，散户资金净 流入2.26亿元。水泥板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600801 华新水泥 | | -2714.93万 | 3.83% | -3467.23万 | -4.89% | 752.30万 | 1.06% | | 002233 塔牌集团 | | 1793.83万 | 7.54% | 751.68万 | 3.16% | -2545.51万 | -10.70% | | 000877 天山股份 | | 1566.23万 | 3.71% | -480.28万 | -1.14% | --1085 ...

Investment Rating - The report maintains a "Market Perform" rating for both the real estate and building materials sectors [1][2] Core Insights - Recent policies in Beijing and Shanghai have relaxed housing purchase restrictions, which is expected to boost market confidence and sales [2][26] - The overall performance of listed real estate companies remains under pressure, with a focus on the recovery of their balance sheets [2][28] - The building materials sector is experiencing a gradual recovery in demand, particularly in cement and glass fiber, driven by urban renewal projects and seasonal construction activities [3][44] Real Estate Sector Summary - The real estate sector has seen a 0.97% increase over the past two weeks, underperforming the CSI 300 index by 5.25 percentage points [14] - The sector's performance is influenced by recent policy changes aimed at stabilizing the market and improving sales data [2][26] - Key companies to watch include Poly Developments, Binjiang Group, and China Merchants Shekou, which are focusing on first- and second-tier cities [2][28] Building Materials Sector Summary - The building materials sector has increased by 2.86% over the past two weeks, with a year-to-date increase of 19.28% [29] - Cement prices are stabilizing, with a national average price of 316 RMB per ton, while inventory levels are gradually decreasing [33][44] - The glass fiber industry is showing signs of structural recovery, benefiting from demand in wind power and electronics sectors [3][45] Company Performance Highlights - In the consumer building materials segment, leading companies like Sanke Tree and Rabbit Baby have shown significant profit recovery, with Sanke Tree's net profit increasing by 109.30% year-on-year [48] - The report suggests focusing on companies with strong fundamentals and competitive advantages, such as Beixin Building Materials and Sanke Tree [48]

Core Viewpoint - The company reported a significant decrease in management expenses by 17.63% in the first half of the year, primarily due to a reduction in labor costs compared to the previous year [1] Summary by Relevant Sections - **Management Expenses** - Management expenses decreased by 17.63% in the first half of the year [1] - The reduction in labor costs was a key factor, with a decrease of approximately 35 million yuan compared to the same period last year [1] - The impact of this reduction in management expenses is expected to be reflected throughout the year [1]