证券日报网讯 北京利尔（002392）8月22日在互动平台回答投资者提问时表示，公司已在各定期报告中 披露对应时点的股东信息，具体详见公司定期报告。 ...

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：贵公司参股固态电池公司，说今年已经量产，时间已 经过半年多了，现在量产情况如何，有没有逐渐增加的趋势，合作的公司有没有增加头部企业？ 北京利尔（002392.SZ）8月13日在投资者互动平台表示，公司参股子公司联创锂能量产产线预计年底前 投产。联创锂能产品已通过国内头部电池厂商认证，公司非常看好联创锂能的发展前景。 ...

（编辑 任世碧） 证券日报网讯 8月11日晚间，北京利尔发布公告称，截至2025年7月31日，公司累计通过回购专用证券 账户以集中竞价交易方式实施回购公司股份25，210，000股，约占公司目前总股本的2.12%。 ...

（文章来源：每日经济新闻） 北京利尔（SZ 002392，收盘价：6.85元）8月11日晚间发布公告称，截至2025年7月31日，公司累计通 过回购专用证券账户以集中竞价交易方式实施回购公司股份2521万股，约占公司目前总股本的2.12%， 最高成交价为4.67元/股，最低成交价为3.68元/股，成交总金额为人民币约1.04亿元，已达到本次回购资 金总额的下限且未超过回购资金总额的上限。 2024年1至12月份，北京利尔的营业收入构成为：耐火材料行业占比70.67%，菱镁矿开采行业占比 29.33%。 ...

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]