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。 北京利尔高温材料股份有限公司（以下简称"公司"）于2024年9月27日在 召开第六届董事会第四次会议,审议通过了《关于回购公司股份的议案》，同意 使用自有资金或自筹资金以集中竞价交易方式回购公司股份，本次回购股份将用 于实施员工持股计划或股权激励。本次回购股份的资金总额不低于人民币10,000 万元（含），不超过人民币20,000万元（含），回购股份价格不超过人民币4.68 元/股，具体回购股份数量以回购期满时实际回购的股份数量为准。本次回购股 份的实施期限为自公司董事会审议通过最终回购股份方案之日起不超过12个月。 公司已收到中国光大银行股份有限公司北京分行（以下简称"光大银行北京 分行"）出具的《中国光大银行股票回购贷款承诺函》，光大银行北京分行将为 公司提供不超过1.2亿元的贷款，专项用于支持公司回购股票。 证券代码：002392 证券简称：北京利尔 公告编号： 2025-036 北京利尔高温材料股份有限公司 关于回购公司股份的进展公告 《关于回购公司股份方案的公告暨回购报告书》、《关于收到<股票回购贷 款 ...

Group 1 - The renovation and building materials sector experienced a slight decline, closing at 14,357.55 points with a drop of 0.37% [1] - Filinger led the decline in the renovation and building materials stocks, closing at 21.10 CNY per share with a decrease of 4.18% [1] - Beijing Lier and Puyang Co. followed with declines of 3.16% and 2.79%, closing at 6.75 CNY and 7.32 CNY per share respectively [1] Group 2 - The report from Yiou Think Tank indicates that the transaction volume in China's technology market is increasing annually, with a projected contract transaction volume of 6.8 trillion CNY in 2024, reflecting a year-on-year growth of approximately 11.2% [1] - The development of the technology market is providing a stable foundation for the growth of the whole-house smart industry in China [1] - By 2025, the smart home market in China is expected to exceed 1 trillion CNY, driven by major players in the internet, home appliances, and traditional hardware sectors entering the smart home arena [1]

银河证券发布研报称，AI与消费结合，首先将改变消费服务行业业态。其次，AI将逐步渗透到AI+玩 具、AI+清洁、AI+宠物用品等领域。在智慧家居时代，不同产品之间交互存在割裂，因此产生了对中 心平台的需求。而在万物拟人化时代，由于AI+产品都具备良好的AI支持，彼此之间有望进行密切的交 流和协作。 北京商报讯（记者 翟枫瑞）8月7日，装修建材板块午盘小幅下跌，以14367.01点收盘，跌幅为0.30%。 受板块影响，装修建材板块个股出现不同程度下跌。北京利尔午盘以6.77元/股收盘，跌幅为2.87%，领 跌装修建材股。大亚圣象午盘以7.74元/股收盘，跌幅为2.15%，跌幅位列装修建材股第二。松霖科技午 盘以28.44元/股收盘，跌幅为2.10%，跌幅位列装修建材股第三。除此之外，*ST松发午盘以49.93元/股 收盘，涨幅为3.61%，领涨装修建材股。好莱客午盘以11.34元/股收盘，涨幅为3.47%，涨幅位列装修建 材股第二。金牌家居午盘以21.11元/股收盘，涨幅为1.73%，涨幅位列装修建材股第三。 ...

Group 1 - The core viewpoint of the article highlights the growth in the Chinese furniture manufacturing industry, with an increase in the number of enterprises and a positive year-on-year growth rate [1] - As of the first half of 2025, there are 7,425 furniture manufacturing enterprises, which is an increase of 87 compared to the same period last year, representing a year-on-year growth of 1.19% [1] - The furniture manufacturing enterprises account for 1.43% of the total industrial enterprises in China [1] Group 2 - The report referenced is titled "2025-2031 China Furniture Manufacturing Industry Market Production and Sales Status and Investment Potential Assessment Report" published by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports and customized services [2] - The data used in the report is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting [3]

| 序号 | 股东名称 | 持股比例 ÷ | 认缴出资额 ÷ | | 认缴出资日期 ÷ 首次持股日期 ÷ | | --- | --- | --- | --- | --- | --- | | | 店舗 上海阵量智能科技有限公司 智能 | 100% | 5000万元 | | 2025-07-31 | | I ▶ | PowerTensors Technology Limited | 35.9631% | 25000万元 | 2024-12-11 | | | 级 股 车 | 上海张芯企业咨询合伙企业(有限合伙) | 18.4426% | 12820.5128万元 | 2029-10-22 | | | | 北京利尔高温材料股份有限公司 | 9.9532% | 6919.0069万元 | 2025-05-14 | | | 个"台"等"缔造有远见的商业传奇 | 上海曦碧芯科智能科技有限公司 全国企业信用查询系统 | | × 音一下 | 一 应用 ▼ | 企业中心 | | | --- | --- | --- | --- | --- | --- | --- | | 基本信息 757 | 法律诉讼 | 经营风险 | 经营信息 ...

Summary of Conference Call Records Company Overview - **Company**: Beijing Lier - **Industry**: Refractory materials and steel industry Key Points Steel Industry Performance - In the first half of 2025, crude steel production decreased by approximately 3% year-on-year, but is expected to exceed 1 billion tons for the full year, supported by state-owned enterprises fulfilling social responsibilities and increased exports [2][6] - Steel exports grew by 20%-30% year-on-year in the first half of 2025, compensating for the decline in domestic demand [2][8] - The steel industry is undergoing structural adjustments, with increased demand for specialty steel and stainless steel, which offsets some profit declines in ordinary products [2][7] Refractory Materials Market - The refractory materials market is shifting towards refining processes, with higher value-added products related to specialty steel and stainless steel production [7][8] - Small refractory material companies are losing orders due to supply issues, leading to a shift towards larger companies [9] - Steel mills have been excessively lowering refractory material prices, creating safety risks; however, some mills are beginning to adjust their strategies [11][12] Beijing Lier's Business Strategy - Beijing Lier is actively expanding its overseas market, with a focus on contracting in Southeast Asia and direct sales in Europe and the Middle East [19][20] - The company plans to deepen cooperation with Lianchuang Lithium Energy in the silicon-carbon anode materials sector and is considering taking a controlling stake [24][27] - The company is optimistic about the AI application sector and aims to enhance production efficiency through AI technologies [5][29] Financial Outlook - The company expects a recovery in the refractory materials business in the second half of 2025, driven by rising steel mill profits and improved payment terms from state-owned enterprises [12][18] - New business areas, particularly in AI applications and solid-state battery materials, are anticipated to contribute significantly to overall growth [26][33] Challenges and Risks - The refractory materials industry faces intense competition, and currently, no company has significant bargaining power [16] - The market for refractory materials is sensitive to price fluctuations, but the cost of refractory materials constitutes less than 1% of steel production costs, making it less sensitive to price changes [3][10] Future Goals - Beijing Lier aims to double its overseas revenue by 2030, targeting an increase from 500-600 million to 1-1.2 billion [22] - The company is focused on establishing a production base in Vietnam and setting up offices in the Middle East and Turkey to further expand its international presence [19][20] Conclusion - Overall, Beijing Lier is positioned to benefit from the recovery in the steel industry and is strategically investing in new business areas, particularly in AI and advanced materials, while navigating challenges in the competitive refractory materials market [5][35]

Investment Rating - The report provides a comprehensive valuation table for various companies in the building materials industry, indicating a range of price-to-earnings (PE) and price-to-book (PB) ratios for 2025E and 2026E [1] Core Insights - The report highlights the expected growth in net profit for several companies, with notable increases such as 90 million CNY for Conch Cement in 2025E and 100 million CNY in 2026E, reflecting a strong market position [1] - The PE ratios for the companies vary significantly, with Conch Cement at 15.3 for 2025E and 13.8 for 2026E, while companies like Jidong Cement show a much higher PE of 37.2 for 2025E [1] - The report emphasizes the valuation metrics, with companies like China National Building Material having a low PB ratio of 0.34, indicating potential undervaluation [1] Summary by Category Cement - Conch Cement has a total market value of 138.1 billion CNY, with projected net profits of 90 million CNY in 2025E and 100 million CNY in 2026E, and a PE of 15.3 for 2025E [1] - Huaxin Cement is valued at 31.9 billion CNY, with net profits expected to reach 25 million CNY in 2025E and 30 million CNY in 2026E, showing a PE of 12.7 for 2025E [1] - Other notable companies include Tianshan Shares with a market value of 43.1 billion CNY and projected net profits of 15 million CNY in 2025E [1] Consumer Building Materials - Rabbit Baby is projected to have net profits of 7.5 million CNY in 2025E and 8.5 million CNY in 2026E, with a PE of 11.2 for 2025E [1] - China Liansu is valued at 14.5 billion CNY, with expected net profits of 22 million CNY in 2025E and 24 million CNY in 2026E, showing a low PE of 6.6 for 2025E [1] Glass and Fiberglass - Shandong Pharmaceutical Glass has a market value of 15.1 billion CNY, with projected net profits of 10.5 million CNY in 2025E and 11.5 million CNY in 2026E, and a PE of 14.3 for 2025E [1] - China Jushi is valued at 51.5 billion CNY, with net profits expected to reach 35 million CNY in 2025E and 40 million CNY in 2026E, showing a PE of 14.7 for 2025E [1] New Materials - Zhongfu Shenying has a market value of 19.3 billion CNY, with projected net profits of 0.5 million CNY in 2025E and 1.5 million CNY in 2026E, reflecting a very high PE of 385.0 for 2025E [1] - Jilin Carbon Valley is valued at 8.5 billion CNY, with expected net profits of 1 million CNY in 2025E and 1.3 million CNY in 2026E, showing a PE of 85.0 for 2025E [1]

Core Viewpoint - Sunrise, a domestic full-stack self-research AI computing chip company, has completed nearly 1 billion RMB in its latest financing round, indicating strong investor confidence and growth potential in the high-end GPU sector [1] Company Summary - The latest financing round was led by notable investment institutions including SANY Group's Huaxu Fund, Fourth Paradigm, Youzu Network, Beijing Lier, Songhe Capital, and Haitong Kaiyuan [1] - The funds raised will primarily be used for product research and development, market expansion, and team building, which will further solidify Sunrise's leading position in the domestic high-end GPU market [1]

Core Viewpoint - Beijing Lier High Temperature Materials Co., Ltd. has announced its 2024 annual profit distribution plan, which includes a cash dividend of 0.33 RMB per 10 shares for all shareholders, excluding shares held in the company's repurchase account [1][2]. Summary by Sections 1. Profit Distribution Plan - The profit distribution plan is based on a total share capital of 1,190,490,839 shares, deducting 25,210,000 shares held in the repurchase account, resulting in a base of 1,165,280,839 shares for the cash dividend distribution [2][3]. - The cash dividend of 0.33 RMB per 10 shares is inclusive of tax, with specific tax treatments for different types of shareholders [2]. 2. Dividend Payment Details - The cash dividend will be distributed on July 17, 2025, with the record date set for July 16, 2025 [2][3]. - The dividend amount per share is calculated as 38,454,267.69 RMB divided by the total share capital, resulting in approximately 0.323011 RMB per share [3][4]. 3. Shareholder Eligibility - The distribution is applicable to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shenzhen Branch as of the record date [3]. 4. Ex-Dividend Price Calculation - The ex-dividend price after the distribution will be calculated by subtracting the cash dividend per share from the closing price on the record date [4].

证券代码：002392 证券简称：北京利尔 公告编号：2025-035 北京利尔高温材料股份有限公司 2024 年年度权益分派实施公告 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。 特别提示： 1、北京利尔高温材料股份有限公司（以下简称"公司"）回购专用证券账 户中的股份 25,210,000 股不参与本次权益分派。2024 年年度权益分派方案为： 以公司现有总股本 1,190,490,839 股扣除回购专户中已回购股份 25,210,000 股 后的股份数量 1,165,280,839 股为基数，向公司全体股东每 10 股派发现金股利 0.33 元（含税），合计派发现金股利总额 38,454,267.69 元，不送红股，不以 公积金转增资本。 一、股东大会审议通过利润分配方案情况 1、本次权益分派方案的具体内容为：以未来实施利润分配方案时股权登记 日的总股本（不含公司回购专户中的股份）为基数，向公司全体股东每 10 股派 发现金股利 0.33 元（含税），不送红股，不以公积金转增资本。如在预案公布 2、本次权益分派实施后计算除权除息价格时，按公司总股本（含 ...