Core Insights - The article highlights the recent movements of social security funds in the stock market, revealing that 15 new stocks were added to their portfolio in the second quarter [1] - A total of 286 companies have released their semi-annual reports, and the top ten circulating shareholders' data indicates the actions of institutional investors [1] Summary by Category Social Security Fund Holdings - Social security funds appeared in 43 stocks, with 15 new entries, 10 increased holdings, 11 reduced holdings, and 7 stocks with unchanged holdings [1] - The stock with the highest number of social security fund entries is Su Shi Testing, with three funds listed among the top ten shareholders, holding a total of 14.86 million shares, accounting for 2.94% of circulating shares [1] New Stocks and Holdings - Among the newly added stocks, the highest holding percentage by social security funds is in Zhong Chumei, with a holding ratio of 3.45%, followed by Beiding Co., Ltd. at 3.16% [1] - The stock with the largest number of shares held by social security funds is Satellite Chemical, with 20.17 million shares, followed by Su Shi Testing and Zhongyuan Expressway with 14.86 million shares and 13 million shares, respectively [1] Performance of New Stocks - In terms of performance, 14 out of the new stocks reported year-on-year net profit growth, with the highest increase seen in Xin Qiang Lian, achieving a net profit of 399.61 million yuan, a year-on-year increase of 496.60% [2] - Other notable companies with significant net profit growth include Ta Pai Group and Guo Mai Culture, with increases of 92.47% and 80.38%, respectively [2] New Stock List - A detailed list of new stocks includes: - Zhong Chumei: 320,000 shares, 3.45% [2] - Beiding Co., Ltd.: 1,000,000 shares, 3.16% [2] - Su Shi Testing: 1,486,200 shares, 2.94% [2] - Xin Qiang Lian: 555,560 shares, 2.08% [2] - Other companies include Chunfeng Power, Guo Mai Culture, Ta Pai Group, and more, with varying shareholdings and industry classifications [2]

Core Viewpoint - The company, Tapai Group, has seen a slight increase in its stock price, indicating positive market sentiment and ongoing business activities in the cement industry [1] Company Overview - Tapai Group's latest stock price is reported at 8.68 yuan, up by 0.13 yuan from the previous trading day [1] - The stock reached a high of 8.73 yuan and a low of 8.55 yuan during the trading session, with a total trading volume of 1.65 billion yuan [1] - The company specializes in the production and sale of cement and cement products, being one of the key cement producers in Guangdong Province [1] - Its products are widely used in infrastructure construction and real estate development [1] Share Buyback Announcement - The company has announced a share buyback plan using its own funds, with a total buyback amount not exceeding 1 billion yuan and not less than 500 million yuan [1] - The buyback price will not exceed 10 yuan per share, and the buyback period is set for 6 months [1] - The repurchased shares will be used for the employee stock ownership plan [1]

跟踪1000价值稳健的公募基金包括：华夏中证智选1000价值稳健策略联接A、华夏中证智选1000价值稳 健策略联接C、华夏中证智选1000价值稳健策略ETF。 从指数持仓来看，中证智选1000价值稳健策略指数十大权重分别为：方大特钢（1.22%）、金田股份 （1.16%）、奥士康（1.08%）、申通快递（1.08%）、吉比特（1.03%）、康缘药业（1.01%）、骆驼股 份（0.99%）、宁波华翔（0.98%）、柳药集团（0.98%）、塔牌集团（0.97%）。 从中证智选1000价值稳健策略指数持仓的市场板块来看，深圳证券交易所占比51.69%、上海证券交易 所占比48.31%。 从中证智选1000价值稳健策略指数持仓样本的行业来看，工业占比26.06%、原材料占比17.88%、医药 卫生占比14.26%、可选消费占比12.33%、信息技术占比8.56%、公用事业占比5.08%、通信服务占比 4.50%、主要消费占比4.42%、金融占比3.78%、能源占比1.61%、房地产占比1.54%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。权重因 ...

Market Overview - On August 13, the cement sector declined by 0.73%, with Xibu Construction leading the drop [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - Notable gainers included: - Taipai Group (002233) with a closing price of 8.68, up 1.52% on a trading volume of 190,500 shares and a turnover of 165 million yuan [1] - Tibet Tianlu (600326) also rose by 1.52% to close at 16.03, with a trading volume of 1,969,500 shares and a turnover of 3.158 billion yuan [1] - Major decliners included: - Xibu Construction (002302) which fell by 5.87% to 7.37, with a trading volume of 1,195,200 shares and a turnover of 888 million yuan [2] - Guotong Co. (002205) decreased by 4.62% to 14.85, with a trading volume of 311,400 shares and a turnover of 467 million yuan [2] Capital Flow Analysis - The cement sector experienced a net outflow of 240 million yuan from institutional investors and 190 million yuan from speculative funds, while retail investors saw a net inflow of 430 million yuan [2] - Specific stock capital flows showed: - Conch Cement (600585) had a net outflow of 16.576 million yuan from institutional investors, while retail investors contributed a net inflow of 52.115 million yuan [3] - Qing Song Jianhua (600425) saw a net inflow of 7.9095 million yuan from institutional investors, but a net outflow of 23.5138 million yuan from speculative funds [3]

Core Viewpoint - Guangdong Tapai Group Co., Ltd. has announced a share repurchase plan to enhance investor confidence and support the company's long-term development [2][3][19]. Summary by Sections 1. Share Repurchase Plan Overview - The company plans to repurchase shares using its own funds, with a total amount not exceeding 100 million yuan (approximately 14.1 million USD) and not less than 50 million yuan (approximately 7.05 million USD) [2][8]. - The repurchase price will not exceed 10 yuan per share [2][7]. - The repurchase period is set for six months from the date of board approval [2][11]. 2. Purpose and Use of Repurchased Shares - The repurchased shares will be used for the company's employee stock ownership plan, aimed at enhancing the long-term incentive mechanism [3][4][19]. 3. Types and Methods of Repurchase - The shares to be repurchased are domestic listed ordinary shares (A-shares) [5]. - The repurchase will be conducted through centralized bidding [6]. 4. Financial Details of the Repurchase - The estimated number of shares to be repurchased is approximately 1 million shares at the upper limit and 500,000 shares at the lower limit, representing about 0.84% and 0.42% of the company's total share capital, respectively [10]. - The total assets of the company as of December 31, 2024, are 13.499 billion yuan, with a net profit of 538 million yuan for the same year [18]. 5. Impact Analysis - The share repurchase is expected to enhance trading activity in the secondary market and boost investor confidence [16]. - The company believes that the repurchase will not significantly impact its operational, financial status, or future development [18]. 6. Compliance and Disclosure - The company has opened a dedicated securities account for the repurchase [24]. - The company will adhere to strict compliance measures during the repurchase process and will disclose progress regularly [25].

Group 1 - The company held its 19th meeting of the 6th Board of Directors on August 6, 2025, where a resolution for share repurchase was approved [1] - The share repurchase plan is in accordance with the revised regulations of the "Listed Company Share Repurchase Rules" and the "Shenzhen Stock Exchange Self-Regulatory Guidelines No. 9" [1] - As of August 6, 2025, the company’s dedicated repurchase account holds 18,124,508 shares, representing 1.52% of the total share capital [3][5] Group 2 - The announcement includes details about the top ten shareholders and their respective shareholding proportions as of the date of the meeting [1] - The shareholding data combines both ordinary accounts and margin trading accounts for the shareholders [3][5]

Core Viewpoint - The company plans to repurchase shares to enhance investor confidence and implement an employee stock ownership plan, with a total repurchase fund not exceeding 100 million yuan and a price cap of 10 yuan per share [1][2][5]. Summary by Sections Repurchase Plan Overview - The repurchase aims to maintain shareholder interests and enhance investor confidence, based on the company's confidence in its future development and value recognition [1][5]. - The repurchased shares will be used for the company's employee stock ownership plan [2]. Details of the Repurchase - The repurchase will involve domestic listed ordinary shares (A shares) and will be conducted through centralized bidding [2]. - The maximum repurchase price is set at 10 yuan per share, which is 150% of the average trading price over the previous 30 trading days before the board's decision [2]. - The total repurchase fund will range from 50 million yuan to 100 million yuan, sourced from the company's own funds [2][5]. - The estimated number of shares to be repurchased is approximately 1 million shares at the upper limit and 500,000 shares at the lower limit, representing 0.84% and 0.42% of the total share capital, respectively [2][5]. Implementation Timeline - The repurchase will occur within six months from the board's approval, with possible extensions if the stock is suspended for more than ten trading days due to major events [3]. - The repurchase will conclude if the maximum fund is used or if the number of repurchased shares reaches 10% of the total issued shares [3]. Impact Analysis - The repurchase is expected to enhance trading activity in the secondary market and boost investor confidence, benefiting all shareholders [5]. - The total assets of the company are projected to be 13.499 billion yuan, with a net profit of 538 million yuan for the year 2024. The maximum repurchase amount would account for 0.74% of total assets and 18.59% of the net profit [5]. - The repurchase is not intended to affect the company's operational capabilities or financial health and aims to support long-term sustainable development [5]. Compliance and Reporting - The company has established a dedicated securities account for the repurchase, ensuring compliance with relevant regulations [8]. - The company will disclose repurchase progress regularly, including any significant changes in shareholding [8].

特别提示： 证券代码：002233 证券简称：塔牌集团 公告编号：2025-038 广东塔牌集团股份有限公司 回购报告书 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。 1、广东塔牌集团股份有限公司（以下简称"公司"）决定使用自有资金以集中竞价的方 式回购公司部分股份，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。回购的股 份拟用于公司实施员工持股计划。 2、本次回购股份相关事项已经2025年8月6日召开的第六届董事会第十九次会议审议通过， 本次回购方案在董事会审批权限内，无需提交股东大会审议。 3、公司已在中国证券登记结算有限责任公司深圳分公司开立了回购专用证券账户。 4、风险提示：如果回购期限内股票价格持续超出回购方案披露的回购价格上限，将可能 导致本次回购无法实施或只能部分实施的风险。本次回购方案不代表公司将在二级市场回购公 司股份的承诺，公司将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，敬请投资者 注意投资风险。 一、回购方案的主要 ...

证券代码：002233 证券简称：塔牌集团 公告编号：2025-037 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 日召开了第六届董 事会第十九次会议，审议通过了《关于回购公司股份的议案》。具体内容详见公司于 2025 年 8 月 7 日在《中国证券报》、《上海证券报》、《证券时报》、《证券日报》及巨潮资 讯 http://www.cninfo.com.cn 上披露的《广东塔牌集团股份有限公司第六届董事会第十九次 会议决议公告》（公告编号：2025-033）和《广东塔牌集团股份有限公司关于回购公司股 份方案的公告》（公告编号：2025-036）。 根据《上市公司股份回购规则》（2025 年修订）、《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，现将董事会公告回购股份决议 的前一个交易日（即 2025 年 8 月 6 日）登记在册的前十名股东和前十名无限售条件股东的 名称及持股数量、比例情况公告如下： | 序号 | 股东名称 | 持股数量 ...

证券之星消息，8月12日水泥板块较上一交易日下跌1.85%，天山股份领跌。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。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10.47亿元，游资资金净流出6442.66万元，散户资金净 流入11.12亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000672 上峰水泥 | | = 191.19万 | 1.81% | -621.94万 | -5.88% | 430.75万 | 4.07% | | 002671 龙泉股份 | | -108.92万 | -2.10% | 139.51万 | 2.69% | -30.59万 | -0.59% | | 605122 四方新材 | | -360.78万 | -6.26% | 111.49万 | 1.93% | 249.29万 ...