上周共计14家公司获知名机构调研；行业上 靠前，电力设备紧随其后;个股上，中宠股 为全球宠物食品领域多元化品牌运营商，其 (143家）。 知名机构近一周（8.4-8.1 | 机构名称 | 股票名称 | 调研目期 | 调研机 数 | | --- | --- | --- | --- | | 高毅资产 | 杰瑞股份 | 8月6日 | 143 | | | 走瘦线縦 | 8月6日 | 22 | | 重阳 | 塔牌集团 | 8月7日 | 67 | | | 百济神州 | 8月6日 | el | | 星石投资 | 聚光科技 | 8月5日 | 7 | | | 中宠股份 | 8月6日 | 251 | | --- | --- | --- | --- | | 睿远 | 杰瑞股份 | 8月6日 | 143 | | | 泰恩康 | 8月4日 | 92 | | | 塔牌集团 | 8月7日 | 67 | | 盘京投资 | 中宠股份 | 8月6日 | 251 | | | 杰瑞股份 | 8月6日 | 143 | | | 中宠股份 | 8月6日 | 251 | | | 杰瑞股份 | 8月7日 | 143 | | | 杰瑞股份 | 8月6日 | 1 ...

半年报密集披露，机构最新持仓动向曝光!二季度社保基金新进股共有11只。 业绩方面，社保基金新进股中，半年报净利润同比增长的有10家，净利润增幅最高的是塔牌集团，公司 半年报共实现净利润43539.69万元，同比增幅为92.47%，净利润同比增幅居前的还有果麦文化、北鼎股 份等，净利润分别增长80.38%、74.92%。(数据宝) 社保基金新进股一览 | 证券代码 | 证券简称 | 社保基金家数 | 社保基金持股量(万股) | 占流通股比例(%) | 行业 | | --- | --- | --- | --- | --- | --- | | 688267 | 中触媒 | 1 | 320.00 | 3.45 | 基础化工 | | 300824 | 北鼎股份 | 1 | 1000.00 | 3.16 | 家用电器 | | 300416 | 苏试试验 | 3 | 1486.20 | 2.94 | 社会服务 | | 301052 | 果麦文化 | 1 | 91.70 | 1.14 | 传媒 | | 002233 | 塔牌集团 | 1 | 1216.58 | 1.02 | 建筑材料 | | 002262 | 恩华药业 | ...

Core Viewpoint - Tower Group has reported a significant recovery in its performance for the first half of 2025, driven by a low sales base from the previous year, declining coal prices, and ongoing cost reduction and efficiency improvement efforts [1][5]. Financial Performance - In the first half of 2025, Tower Group achieved operating revenue of 2.056 billion yuan, an increase of 4.05% year-on-year [1][3]. - The net profit attributable to shareholders reached 435 million yuan, up 92.47% compared to the same period last year [1][3]. - The net profit after deducting non-recurring items was 242 million yuan, reflecting a year-on-year growth of 31.73% [1][3]. Industry Context - The cement industry has initiated a "anti-involution" strategy since October 2024, which has contributed to the recovery of many companies' performances [1][2]. - The overall cement production in China for the first half of 2025 was 815 million tons, a decrease of 4.3% year-on-year [3]. - The average price of cement saw a significant increase in the first quarter but declined in the second quarter due to weaker demand [3]. Production Capacity - As of June 2024, Tower Group's clinker production capacity was 14.73 million tons, ranking 16th in the national cement clinker capacity [1][5]. - The total cement production capacity was 20 million tons, placing it among the top in Guangdong province [1][5]. Share Buyback Plan - Tower Group announced a plan to repurchase A-shares using its own funds, with a total amount not less than 50 million yuan and not exceeding 100 million yuan, at a price not exceeding 10 yuan per share [1][6]. - The buyback is expected to involve approximately 5 million to 10 million shares, representing 0.42% to 0.84% of the company's total share capital [6].

Core Viewpoint - The company aims to achieve a net profit target of 530 million yuan for the fiscal year 2025, despite having already realized 435 million yuan in the first half of the year [1] Group 1 - The company is committed to enhancing production and operational management in the second half of the year to achieve better performance [1] - An elastic compensation mechanism has been established, linking employee salary levels to the company's performance, which encourages employees to actively contribute to their work [1] - The company is focused on cost reduction and efficiency improvement while maintaining market share and seizing opportunities to maximize corporate benefits [1]

Core Viewpoint - The company indicates that cement prices in the Pearl River Delta have been declining since May, with some varieties' ex-factory prices nearing cost lines, suggesting limited potential for further decreases. The company anticipates a stabilization and eventual recovery of prices as the traditional sales peak season approaches [1]. Group 1 - Cement prices in the Pearl River Delta have been on a downward trend since May [1] - Some cement varieties' ex-factory prices are close to cost lines, indicating limited room for further price reductions [1] - Recent adverse weather conditions, including typhoons and heavy rainfall, have led to lower cement shipment volumes [1] Group 2 - The company expects that prices will stabilize and eventually rise with the arrival of the traditional sales peak season [1]

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**: The company experienced a notable decline in management expenses, attributed mainly to a decrease in labor costs [1] - **Comparison to Previous Year**: The reduction in management expenses is largely due to the high severance costs incurred last year from shutting down inefficient enterprises, which amounted to approximately 35 million yuan [1]

Group 1 - The core viewpoint of the article highlights that the cement prices in the eastern Guangdong market remained stable in the first half of the year, primarily due to effective staggered production in the surrounding Fujian region, which improved market order and reduced the influx of low-priced cement by road transportation [1] - The eastern Guangdong region is currently implementing the staggered production policy set by the Guangdong Provincial Cement Industry Association, with no stricter local measures taken yet [1] - In 2025, all clinker production lines in Guangdong are planned to have a normal production stoppage of 95 days per kiln, an increase of 15 days compared to 2024, which will effectively reduce the supply of cement and provide some support for cement prices [1] Group 2 - The execution of the staggered production policy in the Guangdong industry has been good in the first half of the year, demonstrating strong constraints under the current national "anti-involution" requirements [1]

Core Viewpoint - The company reported that since entering the traditional off-season in July, demand has remained weak due to adverse weather conditions, including high temperatures, typhoons, and continuous rainfall, which have hindered downstream construction progress [1] Group 1: Sales Performance - The company's cement sales have remained roughly flat compared to the same period last year, with a decline in sales compared to June [1] - The southern region experiences a traditional typhoon and rainy season from July to August, leading to a slowdown in construction activities [1] Group 2: Future Outlook - The company is unable to assess the true demand situation due to recent continuous rainfall in South China [1] - September marks the beginning of the traditional sales peak season, and the sales performance in the third quarter will depend on the recovery of demand following improved weather conditions [1]

证券日报网讯 塔牌集团8月8日发布公告，在公司回答调研者提问时表示，公司2025年定的经营目标为 实现产销水泥1，630万吨以上，这个产销目标系按照产能管理办法规定年备案产能和行业错峰停窑的时 间制定。考虑到未来水泥需求将进一步下降，公司相信目前水泥生产线的产能应该是能够满足市场需求 的，除将关停金塔公司的2500t/d的产能置换到公司惠州龙门基地外，其余暂无补产能计划。 （编辑 王雪儿） ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股共有73家建筑材料上市公司公开披露了董事会秘书信息，其中20家为水泥上市公司。 就年龄结构而言，2024年水泥上市公司董秘以中坚力量为主，平均年龄为47岁，40-50岁群体约占58.3%，50岁以上群体约占33.3%，30-40岁群体仅占8.3%。 结合性别分析，男性董秘占据主导地位，整体约占70.8%，平均年龄为48.29岁；女性董秘约占29.2%，平均年龄为43.86岁。 年龄最大的男性董秘为海南瑞泽于清池，现已58岁。年龄最大的女性董秘为三和管桩吴延红，目前52岁。三和管桩的新任董秘余俊乐年龄最小，为31岁。 就任职期限而言，2024年水泥上市公司董秘以中短期为主，任职时间在3-5年的占比最高，约为33.3%；任期在1年以内的董秘群体次之，约占比20.8%；任职 5-10年和10年以上的董秘群体均占比16.7 ...