Investment Rating - The industry rating is "Outperform the Market" (maintained rating) [5] Core Insights - Infrastructure investment showed weakness in September, but the fourth quarter may benefit from increased funding and policy catalysts. The report highlights the importance of infrastructure as a stabilizing measure for the economy, with a focus on undervalued, high-dividend construction stocks [1][2] - The real estate sector saw a decline in sales area by 5.5% year-on-year from January to September, with a significant drop of 21.3% in September alone. However, the completion rate for real estate projects turned positive for the first time since 2024, indicating a potential recovery [2] - Cement demand is gradually weakening, with a production drop of 5.2% year-on-year from January to September. The report suggests that cement companies may seek to optimize supply and increase prices to recover profitability [3] - The flat glass market showed signs of improvement in September, with a slight increase in demand. However, overall production still declined by 5.2% year-on-year, and inventory levels have risen significantly [4] Summary by Sections Infrastructure Investment - Infrastructure investment from January to September showed a year-on-year increase of 1.1%, but September alone saw a decline of 4.7%. The report anticipates a recovery in the fourth quarter due to early fiscal funding and new policy financial tools [1][2] Real Estate Sector - Real estate sales area decreased by 5.5% year-on-year from January to September, with a notable drop of 11.9% in September. New construction area fell by 18.9% year-on-year, while completion area saw a slight increase in September, marking the first positive growth since 2024 [2] Cement Industry - Cement production from January to September was 1.259 billion tons, down 5.2% year-on-year. The average shipment rate was 41.3%, a decrease of 2.6 percentage points year-on-year. The report indicates that cement companies are likely to push for price increases to enhance profitability [3] Glass Industry - Flat glass production from January to September was 72.881 million weight cases, down 5.2% year-on-year. The report notes a slight improvement in demand in September, but overall inventory levels have increased significantly, indicating potential challenges ahead [4]

10月23日，坚朗五金盘中下跌2.02%，截至11:05，报21.83元/股，成交6504.26万元，换手率1.55%，总 市值77.25亿元。 资金流向方面，主力资金净流出167.41万元，特大单买入901.84万元，占比13.87%，卖出925.18万元， 占比14.22%；大单买入1078.12万元，占比16.58%，卖出1222.19万元，占比18.79%。 坚朗五金今年以来股价跌3.16%，近5个交易日跌2.98%，近20日跌5.13%，近60日跌2.89%。 分红方面，坚朗五金A股上市后累计派现6.21亿元。近三年，累计派现1.34亿元。 机构持仓方面，截止2025年6月30日，坚朗五金十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股245.10万股，相比上期减少79.82万股。 责任编辑：小浪快报 坚朗五金所属申万行业为：建筑材料-装修建材-其他建材。所属概念板块包括：小盘、养老金概念、京 津冀、社保重仓、融资融券等。 截至10月20日，坚朗五金股东户数3.32万，较上期增加4.60%；人均流通股5764股，较上期减少4.39%。 2025年1月-6月，坚朗五金实现营业收入27.5 ...

（文章来源：证券日报） 证券日报网讯坚朗五金10月22日在互动平台回答投资者提问时表示，截至2025年10月20日，公司股东数 量为33184户。 ...

10月22日，坚朗五金盘中上涨2.14%，截至09:46，报22.47元/股，成交3807.73万元，换手率0.90%，总 市值79.52亿元。 资料显示，广东坚朗五金制品股份有限公司位于广东省东莞市塘厦镇坚朗路3号，成立日期2003年6月26 日，上市日期2016年3月29日，公司主营业务涉及从事中高端建筑门窗幕墙五金系统及金属构配件等相 关产品的研发、生产和销售。主营业务收入构成为：门窗五金系统41.47%，其他建筑五金产品 15.79%，家居类产品15.49%，门窗配套件9.33%，点支承玻璃幕墙构配件6.95%，门控五金系统5.76%， 不锈钢护栏构配件4.01%，其他(补充)1.19%。 坚朗五金所属申万行业为：建筑材料-装修建材-其他建材。所属概念板块包括：小盘、养老金概念、京 津冀、社保重仓、融资融券等。 截至10月10日，坚朗五金股东户数3.17万，较上期增加0.69%；人均流通股6029股，较上期减少0.68%。 2025年1月-6月，坚朗五金实现营业收入27.55亿元，同比减少14.18%；归母净利润-3043.22万元，同比 减少722.32%。 分红方面，坚朗五金A股上市后累计派现6. ...

Group 1 - Yonghe Co., Ltd. reported a net profit of 469 million yuan for the first three quarters, a year-on-year increase of 220.39% [1] - Jinli Permanent Magnet achieved a net profit of 515 million yuan, reflecting a year-on-year growth of 161.81% [1][2] - Sanhe Pharmaceutical Auxiliary's net profit increased by 8.28% year-on-year, reaching 133 million yuan [2] Group 2 - Jiahuan Technology experienced a net profit decline of 26.53%, totaling 55.35 million yuan [3] - Wuchan Huaneng reported a net profit decrease of 15.10%, amounting to 453 million yuan [3] - Chuan Investment Energy's net profit fell by 4.54%, totaling 4.22 billion yuan [4][5] Group 3 - Dayang Bio's net profit grew by 56.12%, reaching 80 million yuan [5] - Weili Medical reported a net profit increase of 14.94%, totaling 192 million yuan [6] - People's Tongtai's net profit decreased by 45.69%, amounting to 112 million yuan [7] Group 4 - Jiuhuan Bio received a medical device registration certificate for its NT-proBNP test kit [8] - Jincheng Pharmaceutical's subsidiary obtained a drug registration certificate for a specific injection [9] - Guangdian Yuntong's subsidiary acquired a money service operator license in Hong Kong [10] Group 5 - Dash Intelligent won a bid for a project worth 96 million yuan related to the Shijiazhuang subway [10] - Alloy Investment's net profit increased by 124.87%, reaching 7.26 million yuan [11] - Kaile Co., Ltd. reported a net profit growth of 159.14%, totaling 21.63 million yuan [12] Group 6 - Chuanjinno's net profit surged by 175.61%, reaching 304 million yuan [14] - Rijiu Optoelectronics reported a net profit increase of 36.54%, totaling 76.91 million yuan [15] - Dazhu CNC's net profit grew by 142.19%, amounting to 492 million yuan [15] Group 7 - Nairui Radar expects a net profit increase of 181% for the first three quarters [17] - Suzhou Tianmai successfully acquired land use rights for a new manufacturing project [19] - Aokai Pharmaceutical announced clinical research data for its innovative drug at a major conference [21][22] Group 8 - Jilin Aodong's subsidiary passed the consistency evaluation for a specific injection [24] - Qinxin Environment announced the resignation of a board member [25] - *ST Baoying is planning a change in control, leading to a stock suspension [26] Group 9 - Jianlang Hardware's director plans to reduce holdings by up to 500,000 shares [27] - Taihe Technology's director intends to reduce holdings by up to 606,000 shares [29] - Zhongyuan Securities announced a cash dividend of 0.008 yuan per share [31] Group 10 - Beijing-Shanghai High-Speed Railway plans to distribute a cash dividend of 0.0385 yuan per share [32] - Zhuhai Guanyu expects a net profit increase of 36.88%-55.54% for the first three quarters [34] - Shenglong Co., Ltd. reported a net loss of 72.95 million yuan for the first three quarters [36] Group 11 - Shuangyuan Technology plans to distribute a cash dividend of 0.125 yuan per share [38] - Shaanxi Guotou A reported a net profit increase of 6.6%, totaling 996 million yuan [40] - Sunshine Nuohua intends to invest 15 million yuan in a biotech company [41] Group 12 - Yangjie Technology's net profit increased by 45.51%, reaching 974 million yuan [42] - Xingwang Yuda reported a net profit growth of 260%, totaling 38.37 million yuan [43] - Tongyou Technology turned a profit with a net profit of 9.29 million yuan [44]

Core Insights - On October 19, no A-share listed companies disclosed any increase in shareholding, while five companies announced share reductions [1] Group 1: Share Reduction Details - Taihe Technology's director and general manager, Yao Ya, plans to reduce holdings by no more than 0.278% of the company's shares [2] - Honghe Precision's shareholders, Huang Shihuang, Feihu, and Lu Zhengmiao, intend to reduce holdings by no more than 69,000 shares [2] - Yanjing's shareholder, Hengmei International, plans to reduce holdings by no more than 1.5% of the company's shares [2] - Intelligent Control's controlling shareholder's concerted action party plans to reduce holdings by no more than 1% of the company's shares [2] - Jianlang Hardware's director, Zhang Dekai, plans to reduce holdings by no more than 500,000 shares [2]

Core Viewpoint - Jianlang Hardware (002791.SZ) announced that director Zhang Dekai plans to reduce his shareholding by up to 500,000 shares, representing 0.14% of the company's total equity, within three months after 15 trading days from the announcement date [1] Summary by Category - **Company Announcement** - Jianlang Hardware disclosed the intention of director Zhang Dekai to sell shares [1] - The planned reduction is set to occur through centralized bidding [1] - The total number of shares to be sold is capped at 500,000 [1] - **Shareholding Impact** - The reduction will account for 0.14% of the company's total share capital [1]

格隆汇10月19日丨坚朗五金(002791.SZ)公布，公司于近日收到董事张德凯先生《关于股份减持计划的 告知函》。计划自本公告披露之日起15个交易日之后的3个月内（即2025年11月11日至2026年2月10日） 以集中竞价方式减持本公司股份不超过50万股（占本公司总股本比例0.14%）。 ...

每经AI快讯，坚朗五金（SZ 002791，收盘价：21.91元）10月19日晚间发布公告称，董事张德凯先生持 有广东坚朗五金制品股份有限公司股份约201万股（占公司总股本比例为0.58%，总股本以公司当前剔 除回购专用账户股份后的股份数量为计算依据，下同），计划自本公告披露之日起15个交易日之后的3 个月内以集中竞价方式减持公司股份不超过50万股（占公司总股本比例为0.14%）。 每经头条（nbdtoutiao）——政府关门18天，美国公务员们有的靠兼职打工糊口，有的延迟还贷、申请 失业保险！"连妥协的台阶都没有"，"停摆"时长恐创纪录 2025年1至6月份，坚朗五金的营业收入构成为：建筑五金业占比98.81%，其他业务占比1.19%。 （记者 王晓波） 截至发稿，坚朗五金市值为78亿元。 ...

证券代码：002791 证券简称：坚朗五金 公告编号：2025-063 广东坚朗五金制品股份有限公司 关于董事减持股份的预披露公告 公司董事张德凯先生保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 特别提示： 董事张德凯先生持有广东坚朗五金制品股份有限公司（以下简称 "公司"）股份 2,011,550 股（占本公司总股本比例 0.58%，总股本 以公司当前剔除回购专用账户股份后的股份数量为计算依据，下同）， 计划自本公告披露之日起 15 个交易日之后的 3 个月内（即 2025 年 11 月 11 日至 2026 年 2 月 10 日）以集中竞价方式减持本公司股份不 超过 500,000 股（占本公司总股本比例 0.14%）。 公司于近日收到董事张德凯先生《关于股份减持计划的告知函》。 现将有关情况公告如下： 一、股东的基本情况 截至本公告披露日，拟减持公司股份的股东具体持股情况如下： | 股东名称 | 持有公司股份数量 | 占公司总股本比例 | | --- | --- | --- | | 张德凯 | 2 ...