Core Viewpoint - The free trade port concept has shown a significant increase, with a rise of 3.41% as of July 24, ranking sixth among concept sectors [1] Group 1: Market Performance - The free trade port concept sector saw 35 stocks increase, with notable performers including HNA Holding, Haima Automobile, and Dongfang Jiasheng reaching their daily limit up [1] - The top gainers in the free trade port sector included China Duty Free Group with a net inflow of 8.16 billion yuan, followed by HNA Holding, Hainan Ruize, and Haima Automobile with net inflows of 2.76 billion yuan, 2.15 billion yuan, and 1.63 billion yuan respectively [2][3] Group 2: Capital Flow - The free trade port concept sector experienced a net capital inflow of 20.31 billion yuan, with 24 stocks receiving net inflows, and 9 stocks exceeding 1 billion yuan in net inflow [2] - The stocks with the highest net inflow ratios included Dongfang Jiasheng at 35.59%, Haima Automobile at 30.47%, and Hainan Mining at 24.65% [3][4]

Group 1 - The Hainan Free Trade Zone concept has seen a significant increase of 9.11%, leading the sector in terms of growth, with 28 stocks rising, including Kangzhi Pharmaceutical and Shennong Agriculture reaching a 20% limit up [1] - Major stocks in the Hainan Free Trade Zone concept include HNA Holding, Hainan Airport, and Haide Shares, which also hit the limit up, while other notable gainers include Intercontinental Oil and Jinpan Technology, with increases of 8.44%, 8.34%, and 7.71% respectively [1] - The net inflow of funds into the Hainan Free Trade Zone concept reached 3.4 billion yuan, with 26 stocks receiving net inflows, and 18 stocks seeing inflows exceeding 100 million yuan, led by Shennong Agriculture with a net inflow of 292 million yuan [1] Group 2 - In terms of fund inflow ratios, leading stocks include Caesar Travel, Haima Automobile, and Haide Shares, with net inflow rates of 43.37%, 30.47%, and 25.27% respectively [2] - The top stocks by net inflow in the Hainan Free Trade Zone concept include Shennong Agriculture, Caesar Travel, HNA Holding, and Hainan Ruize, with respective net inflows of 291.73 million yuan, 282.05 million yuan, 275.81 million yuan, and 215.19 million yuan [2][3] - Other notable stocks with significant net inflows include Hainan Huatie and Hainan Development, with net inflows of 204.83 million yuan and 203.84 million yuan respectively [3]

Market Overview - On July 23, the Shanghai Composite Index rose by 0.01%, while the Shenzhen Component Index fell by 0.37%, and the ChiNext Index remained unchanged [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.86 trillion yuan, with over 4,000 stocks declining [1] - Sectors such as hydropower, beauty care, securities insurance, CRO, banking, and small metals saw significant gains, while sectors like Hainan, military industry, ultra-high voltage, and cement experienced declines [1] Focus Stocks - Xue Ren Group experienced a trading halt, with the market's consecutive board height reduced to four for Nanmin Group [3] - Zhibo Design and Shen Shui Planning Institute both achieved a 20% increase for three consecutive boards in the hydropower station concept stocks [3] - Hengli Drilling Tools reached a 30% increase for three consecutive boards in the shield machine concept stocks, while China Railway Construction reached a 20% increase for three consecutive boards [3] Top Net Buy and Sell on Dragon and Tiger List - The top three net buying stocks were Xue Ren Group (244 million yuan), Kailong Co., Ltd. (134 million yuan), and Qingyun Technology (97.91 million yuan) [4] - The top three net selling stocks were Tianshan Co., Ltd. (295 million yuan), China Power Construction (220 million yuan), and Lansheng Co., Ltd. (150 million yuan) [5] - Xue Ren Group's stock surged, with a turnover rate of 32.19% and a trading volume of 2.372 billion yuan, with net buying from the Shenzhen Stock Connect of 164 million yuan [5] Company Developments - Xue Ren Group has developed a comprehensive technical plan for large-scale concrete temperature control needs in its projects and has participated in multiple hydropower projects in the Yarlung Tsangpo River basin [8] - The company’s helium compressor is used in a major national scientific research project, achieving international leading technology in the controlled nuclear fusion field [8] - Xue Ren Group is investing 280 million yuan to build a hydrogen fuel cell system production base, expected to be operational by July 2028, aligning with national hydrogen energy policies [8] Other Notable Stocks - Nanjing New Hundred, involved in innovative drugs and cell immunotherapy, reported a revenue increase of 1.98% to 6.7 billion yuan in 2024 [11] - Zhendong Pharmaceutical, focusing on anti-tumor traditional Chinese medicine, has a leading product in the market and has resolved a significant arbitration issue [15] - Tianshan Co., Ltd. saw a decline of 6.27% with a trading volume of 1.371 billion yuan, while Shangfeng Cement fell by 9.27% with a trading volume of 675 million yuan [12][18]

Market Overview - The Shanghai Composite Index rose by 0.62% on July 22, with 22 industries experiencing gains, led by coal and building materials, which increased by 6.18% and 4.49% respectively [2] - The banking and computer industries saw the largest declines, with decreases of 0.98% and 0.73% [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 37.702 billion yuan, with 10 industries seeing net inflows [2] - The coal industry had the highest net inflow of capital, amounting to 2.704 billion yuan, while the food and beverage sector followed with a net inflow of 2.137 billion yuan and a daily increase of 1.73% [2] Building Materials Industry - The building materials sector increased by 4.49%, despite a net capital outflow of 1.612 billion yuan [3] - Out of 71 stocks in this sector, 52 stocks rose, with 12 hitting the daily limit, while 19 stocks declined [3] - Notable stocks with significant net inflows included Tianshan Shares (116 million yuan), Beixin Building Materials (78.9527 million yuan), and Puhua Shares (73.7603 million yuan) [3] - Major stocks with net outflows exceeding 100 million yuan included Conch Cement (564.0534 million yuan), Qingsong Construction (272.7623 million yuan), and Hainan Ruize (235.7191 million yuan) [3] Individual Stock Performance - The top performers in the building materials sector included: - Conch Cement: +10.00% with a turnover rate of 6.77% and a net outflow of 564.0534 million yuan [4] - Qingsong Construction: +8.43% with a turnover rate of 22.23% and a net outflow of 272.7623 million yuan [4] - Hainan Ruize: +5.12% with a turnover rate of 25.94% and a net outflow of 235.7191 million yuan [4] - Other notable stocks with significant capital flow included: - Tianshan Shares: +9.98% with a net inflow of 1159.093 million yuan [5] - Beixin Building Materials: +4.20% with a net inflow of 789.527 million yuan [5] - Puhua Shares: +7.95% with a net inflow of 737.603 million yuan [5]

证券代码：002596 证券简称：海南瑞泽 公告编号：2025-040 海南瑞泽新型建材股份有限公司 关于公司股东所持股份司法拍卖被撤回的公告 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。 海南瑞泽新型建材股份有限公司（以下简称"公司"）于 2025 年 6 月 21 日在《证券时报》《证券日报》《上海证券报》《中国证券报》以及巨潮资讯网 （www.cninfo.com.cn）上披露了《关于公司股东所持股份拟被司法拍卖的提示性 公告》（公告编号：2025-031），海南省琼海市人民法院将于 2025 年 7 月 21 日 10 时至 2025 年 7 月 22 日 10 时止（延时除外）在淘宝网司法拍卖网络平台对股 东三亚大兴集团有限公司持有的全部公司股份合计 15,002,742 股进行公开拍卖。 二、其他相关事项说明 本次撤回司法拍卖不会对公司治理及日常生产经营造成影响。公司将持续关 注上述事项的进展情况，并按照法律法规等的要求，真实、准确、完整、及时地 履行信息披露义务。 公司郑重提醒广大投资者：《证券时报》《证券日报》《上海证券报》《中 国证券报》以 ...

Group 1 - The Hainan Free Trade Zone concept rose by 2.76% as of the close on July 17, ranking 8th among concept sectors, with 28 stocks increasing in value [1] - Notable performers within the Hainan Free Trade Zone sector included Caesar Travel, which hit the daily limit, and Hainan Haiyao, Hainan Ruize, and Hainan Qiche Group, which rose by 6.75%, 6.73%, and 6.49% respectively [1] - The sector saw a net inflow of 845 million yuan from main funds, with 21 stocks receiving net inflows, and 8 stocks attracting over 30 million yuan each [2] Group 2 - The top net inflow stock was Hainan Huatie, with a net inflow of 299 million yuan, followed by Caesar Travel, Junda Co., and Hainan Haiyao with net inflows of 150 million yuan, 87 million yuan, and 85 million yuan respectively [2][3] - The net inflow ratios for Caesar Travel, Hainan Mining, and HNA Holding were 37.54%, 12.28%, and 11.60% respectively, indicating strong interest from main funds [3] - The trading volume and turnover rates for key stocks in the Hainan Free Trade Zone included Hainan Huatie at 18.52% turnover and a 4.95% increase, while Caesar Travel had a turnover of 6.64% and a 10.07% increase [3][4]

Group 1 - The Hainan Free Trade Zone concept rose by 2.21% as of the market close on July 16, ranking 6th among concept sectors, with 27 stocks increasing in value, including Haide Co., Hainan Ruize, and Jingliang Holdings, which rose by 5.79%, 4.70%, and 4.59% respectively [1] - The top gainers in the Hainan Free Trade Zone concept included Haide Co. with a net inflow of 92.2 million yuan, followed by Hainan Ruize with 61.9 million yuan, and Hainan Haiyao with 43.7 million yuan [1][2] - The concept sector saw a net inflow of 219 million yuan from main funds, with 23 stocks experiencing net inflows, and 16 stocks receiving over 10 million yuan in net inflows [1] Group 2 - The leading stocks by net inflow ratio included ST Huluwa, Haide Co., and *ST Yedao, with net inflow ratios of 16.55%, 15.77%, and 13.49% respectively [2] - The top stocks in the Hainan Free Trade Zone concept by main fund flow included Haide Co. with a main fund flow of 92.2 million yuan and a turnover rate of 4.66%, and Hainan Ruize with a flow of 61.9 million yuan and a turnover rate of 11.86% [2][3] - Other notable stocks included Hainan Haiyao with a 3.49% increase and a main fund flow of 43.7 million yuan, and HNA Holding with a 1.45% increase and a flow of 30.2 million yuan [3]

Hainan Ruize New Building Materials Co., Ltd. 2025 Semi-Annual Performance Forecast [Expected Performance for the Current Period](index=1&type=section&id=I.%20Expected%20Performance%20for%20the%20Current%20Period) The company anticipates an expanded net loss for the first half of 2025, with attributable net profit projected to be a loss of 55 million to 65 million yuan Expected Financial Performance | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: 55.00 million yuan to 65.00 million yuan | Loss: 48.2525 million yuan | | **Net Profit After Non-Recurring Items** | Loss: 64.45 million yuan to 74.45 million yuan | Loss: 57.5323 million yuan | | **Basic Earnings Per Share** | Loss: 0.0479 yuan/share to 0.0566 yuan/share | Loss: 0.0420 yuan/share | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company explicitly states that this performance forecast has not been pre-audited by an accounting firm - This performance forecast has not been pre-audited by an accounting firm[4](index=4&type=chunk) [Explanation of Major Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Major%20Performance%20Changes) Increased loss is primarily due to declining gross margins in core businesses from market competition and reduced investment income - Commercial Concrete Business: Intensified market competition and declining sales prices, with raw material cost reductions not offsetting price drops, led to a decrease in overall gross margin[5](index=5&type=chunk) - Municipal Sanitation Business: Increased regional market competition resulted in a decline in both operating revenue and gross margin for this business[5](index=5&type=chunk) - Costs and Impairment: The company reduced selling and administrative expenses through refined management and decreased asset impairment losses by intensifying efforts to collect accounts receivable[5](index=5&type=chunk) - Investment Income: Reduced due to the declining performance of associate companies[6](index=6&type=chunk) [Other Relevant Information](index=2&type=section&id=IV.%20Other%20Relevant%20Information) This performance forecast is a preliminary estimate, with final data subject to the official semi-annual report - This performance forecast represents preliminary estimates by the company's finance department, not final data[7](index=7&type=chunk) - The company advises investors that specific financial data will be based on the upcoming 2025 semi-annual report, and to be mindful of investment risks[7](index=7&type=chunk)

Group 1 - In the first half of 2025, the company initiated 38 new lawsuits as a plaintiff, involving a total amount of 47.4687 million yuan [1] - The company also faced 12 new lawsuits as a defendant, with a total amount of 8.6080 million yuan [1] - The lawsuits as a plaintiff aim to accelerate the collection of accounts receivable and improve cash flow, thereby reducing the impact of bad debt provisions on profits [3] Group 2 - The total amount involved in the lawsuits as a plaintiff represents 6.33% of the company's latest audited net assets, while the amount as a defendant represents 1.15% [3] - The company is actively taking legal measures to ensure normal business operations and improve cash flow [3] - The company will closely monitor the progress of these cases and assert its legal rights [3] Group 3 - As of June 30, 2025, the company and its subsidiaries had a total of 6.5987 million yuan frozen in bank accounts, accounting for 0.88% of the latest audited net assets [7] - The freezing of bank accounts is primarily due to construction contract disputes and material sales contract disputes [6] - The frozen accounts are non-major operating accounts and have not materially affected the company's normal business activities [7] Group 4 - The company provided a guarantee for its subsidiary, Sanya Ruize Recycling Resources Co., Ltd., for a loan of 5 million yuan from Bank of China Sanya Branch [11] - The guarantee includes collateral and joint liability guarantees from the company and its chairman [11] - The total external guarantee amount for the company and its subsidiaries is 16.88229 billion yuan, with an actual balance of 12.71621 billion yuan, representing 169.67% of the latest audited net assets [16]

海南瑞泽新型建材股份有限公司 关于公司为子公司提供反担保的公告 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。 证券代码：002596 证券简称：海南瑞泽 公告编号：2025-038 一、反担保情况概述 近日，因日常经营周转需要，海南瑞泽新型建材股份有限公司（以下简称"公 司"）子公司三亚瑞泽再生资源利用有限公司（以下简称"瑞泽再生资源"）与 中国银行股份有限公司三亚分行（以下简称"中国银行三亚分行"）签署了《人 民币借款合同》，中国银行三亚分行同意向瑞泽再生资源提供人民币 500 万元借 款，期限 365 天。本次借款由海南省中小企业融资担保有限公司（以下简称"融 资担保公司"）、公司董事长张灏铿先生提供连带责任保证担保，同时由公司向 融资担保公司提供位于海南省儋州市木棠工业园区振兴大道北侧 A-01-06 地块 及地上所有房产及附属设施等（证号：琼〔2024〕儋州市不动产权第 0017916 号）作抵押反担保；公司、子公司海南瑞泽双林建材有限公司、三亚瑞泽双林建 材有限公司、三亚瑞泽双林混凝土有限公司，以及股东张海林先生、张艺林先生、 董事长张灏铿先生分别 ...