证券代码：002233 证券简称：塔牌集团 公告编号：2025-037 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： 一、公司前十 ...

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 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。 特别提示： 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。 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。 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、回购方案的主要内容 （一）回购股份的目的和用途 本次回购的种类为境内上市人民币普通股（A 股）。 （三）回购的方式 本次回购拟采用集中竞价的方式。 （四）回购股份的价格区间 本次回购价格不超过 10 元/股（含），回购价格上限未超过董事会通过本回购股份决议前 三十个交易日公司股票交易均价（按照董事会通过本回购股份决议前三十个交易日的股票交易 总额除 ...

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 ...

Group 1: Company Performance - The company reported a revenue of 2.871 billion yuan, a year-on-year increase of 10.72% [1] - Net profit reached 486 million yuan, showing a significant year-on-year growth of 178.03% [1] - Basic earnings per share were 0.42 yuan [1] Group 2: Market Conditions - National cement demand showed a weak recovery, with a year-on-year production decrease of 2.4%, equating to approximately 24 million tons [1] - In Guangdong province, cement production increased by 0.5% year-on-year, maintaining the highest production in the country [2] - The cement market in Guangdong faced a downturn, with prices declining sharply in June due to increased rainfall and external low-priced cement influx [2] Group 3: Cost and Profitability - The average sales cost of cement decreased by 12.36% year-on-year, benefiting from a 20.07% drop in coal procurement prices [3] - The company's gross profit margin improved from 20.44% to 27.91%, an increase of 7.47 percentage points [3] - Despite the company's strong performance, other cement companies like Huaxin Cement and Jidong Cement reported declines in net profit [3] Group 4: Industry Outlook - Short-term cement demand remains weak, but there is potential for recovery in the traditional peak season of September to October [4] - The supply side is currently undergoing staggered production halts, which may alleviate inventory pressure and support prices [4]

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 238 companies have released their semi-annual reports, with social security funds appearing in 40 stocks, indicating significant institutional activity [1] Summary by Category New Investments - Social security funds initiated positions in 15 new stocks during the second quarter, with the highest number of funds appearing in Su Shi Testing, where three funds are listed among the top ten shareholders [1] - The stock with the highest proportion held by social security funds among new investments is Zhong Chumei, with a holding ratio of 3.45%, followed by Beiding Co., Ltd. at 3.16% [1] Holdings and Changes - In terms of shareholding volume, the stock with the largest number of shares held by social security funds is Satellite Chemical, with 20,169,300 shares, followed by Su Shi Testing and Zhongyuan Expressway with 14,862,000 shares and 13,000,100 shares, respectively [1][2] - The article provides a detailed table listing the new stocks acquired by social security funds, including their stock codes, names, number of funds involved, shareholding volume, and industry classifications [2] Performance Metrics - Among the new investments, 14 companies reported year-on-year net profit growth, with the highest increase recorded by Xin Qiang Lian at 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]

Group 1: Industry Perspective on Institutional Research - The overall number of institutional research engagements in the A-share market has decreased, with a total of 118 engagements last week, lower than 163 engagements in the same week of 2024, indicating a cooling interest in research activities [3][13][21] - Among the primary industries, the highest levels of attention were observed in electronics, power equipment, pharmaceuticals, machinery, computers, and automobiles, with power equipment, non-bank financials, and public utilities showing a year-on-year increase in attention [3][12][19] - In July, the total number of institutional research engagements in the A-share market was 1,345, down from 1,505 in the same month of 2024, with machinery, electronics, pharmaceuticals, automobiles, and power equipment receiving the most attention [21][22][26] Group 2: Individual Company Perspective on Institutional Research - Companies such as Huaming Equipment, Tapai Group, BOE Technology Group, and Jereh Group received significant market attention, with high numbers of research engagements and institutional participation [4][28][32] - Huaming Equipment was frequently researched, with 9 engagements last week, focusing on its role in the power equipment sector and its connections to traditional high-energy-consuming industries [30][31] - Jereh Group has been actively expanding its international strategy, particularly in the Middle East, and was also frequently researched, with 2 engagements last week [30][31]

金融界消息 截至2025年8月11日收盘，塔牌集团（002233）报收于8.49元，下跌0.12%，换手率1.61%， 成交量19.20万手，成交金额1.63亿元。 资金流向方面，今日主力资金净流出1245.48万元，占比成交额7.62%。其中，超大单净流入1.97万元、 占成交额0.01%，大单净流出1247.45万元、占成交额7.63%，中单净流出流出74.42万元、占成交额 0.46%，小单净流入1319.90万元、占成交额8.07%。 天眼查商业履历信息显示，广东塔牌集团股份有限公司，成立于1995年，位于梅州市，是一家以从事非 金属矿物制品业为主的企业。企业注册资本119227.5016万人民币，实缴资本119227.5万人民币。公司法 定代表人为何坤皇。 通过天眼查大数据分析，广东塔牌集团股份有限公司共对外投资了26家企业，参与招投标项目801次， 知识产权方面有商标信息113条，专利信息11条，此外企业还拥有行政许可8个。 来源：金融界 塔牌集团最新一期业绩显示，截至2025中报，公司营业总收入20.56亿元、同比增长4.05%，归属净利润 4.35亿元，同比增长92.47%，扣非净利润2.42 ...

Core Viewpoint - The surge in the Shanghai Composite Index from around 3000 points in April to over 3600 points has led to a noticeable increase in the enthusiasm of listed companies for stock trading, with 57 companies announcing plans to use idle funds for securities investment [1] Group 1: Company Investment Trends - 57 listed companies have announced plans to use their idle funds for securities investment this year [1] - Companies such as Liou Co., Fangda Carbon, Seven Wolves, Tapa Group, Lianfa Co., Xiantan Co., and Zhejiang Yongqiang plan to invest over 1 billion yuan in securities [1] - Liou Co. leads with a proposed investment of 3 billion yuan, while Fangda Carbon and Seven Wolves plan to invest over 2 billion yuan each [1] Group 2: Company Profitability - Most companies engaging in stock trading are from traditional manufacturing sectors such as electric equipment, construction decoration, and steel [1] - Out of the 57 companies, 52 are expected to be profitable in 2024 [1] - The five companies projected to incur losses in 2024 include Buchang Pharma, Haixiang Pharma, Liou Co., Zhongke Jincai, and Baibang Technology [1] Group 3: Notable Losses - Buchang Pharma and Haixiang Pharma are expected to incur significant losses of 550 million yuan and 330 million yuan respectively in 2024, yet they still plan to allocate 30 million yuan and 70 million yuan for securities investment [1]