Investment Rating - Industry rating is maintained at "Outperform the Market" [5] Core Viewpoints - Infrastructure investment in July showed a high increase in railway and water electricity fuel investment, while overall infrastructure investment is experiencing marginal slowdown, particularly in the central and western regions [1][2] - Real estate development investment from January to July decreased by 12%, with a significant drop of 17.1% in July alone, indicating a continued weakness in the real estate sector [2] - The issuance of special bonds has accelerated, with a total of 27,775.89 billion yuan issued from January to July, representing a year-on-year increase of 56.5%, which is expected to support infrastructure investment growth in the second half of the year [1] - Cement demand is anticipated to gradually recover, with a focus on investment opportunities at relatively low points in the market, despite a 4.5% year-on-year decline in cement production from January to July [3] - The flat glass market is showing signs of improvement, with a slight increase in prices and a reduction in inventory levels, suggesting a potential recovery in demand [4] Summary by Sections Infrastructure Investment - In July, infrastructure investment growth was supported by a 21.5% year-on-year increase in water electricity fuel investment, while transportation and storage investment saw a 3.9% increase [2] - The report emphasizes the importance of focusing on major engineering projects and infrastructure investments in the central and western regions [1] Real Estate Sector - The real estate sector continues to show weakness, with significant declines in sales, new construction, and completion areas from January to July [2] - The report highlights the need for monitoring policy changes that could impact the real estate market [4] Cement and Glass Markets - Cement production decreased by 4.5% year-on-year, with a notable drop in July, but there are expectations for demand recovery as the market enters a peak season [3] - The flat glass market is experiencing a slight recovery, with improved trading conditions and reduced inventory levels [4]

二、股东股份累计质押情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况 如下： 1 / 3 证券代码：002791 证券简称：坚朗五金 公告编号：2025-053 广东坚朗五金制品股份有限公司 关于股东部分股份质押的公告 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。 广东坚朗五金制品股份有限公司（以下简称"公司"）近日收到 公司股东白宝鲲先生的通知，获悉其所持公司的部分股份办理了质押 展期业务，具体事项如下： 注：本次质押股份不存在负担重大资产重组等业绩补偿义务。 （一）《中国证券登记结算有限责任公司证券质押及司法冻结明 细表》。 2 / 3 特此公告。 广东坚朗五金制品股份有限公司董事会 二〇二五年八月十六日 3 / 3 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质 押数量 （股） 占其 所持 股份 比例 占公 司总 股本 比例 是否 为限 售股 是否 为补 充质 押 质押开始 日 质押到 期日 质权人 质押 用途 白宝 鲲 是 17,500, 000 13.93% 4.95% 否 否 2025 年 8 月 15 日 2 ...

（记者 胡玲） 每经AI快讯，坚朗五金（SZ 002791，收盘价：22.37元）8月12日晚间发布公告称，近日，广东坚朗五 金制品股份有限公司获得中国国家知识产权局颁发的发明专利证书。专利名称为"滑撑及具有该滑撑的 门窗"。 每经头条（nbdtoutiao）——未收车就要结清20多万元尾款，否则5000元定金作废？小米汽车知情人 士：涉及两种特殊情况；律师解读→ 2024年1至12月份，坚朗五金的营业收入构成为：建筑五金业占比98.91%，其他业务占比1.09%。 截至发稿，坚朗五金市值为79亿元。 ...

证券代码：002791 证券简称：坚朗五金 公告编号：2025-051 广东坚朗五金制品股份有限公司 关于为全资子公司向银行申请综合授信提供担保的 进展公告 近日，公司全资子公司坚朗建材向浙商银行股份有限公司东莞分 行（以下简称"浙商银行"）申请不超过1亿元人民币综合授信额度， 公司为坚朗建材申请综合授信额度相关事项提供最高额保证担保。 1 / 3 三、担保协议的主要内容 公司与浙商银行签署的担保协议主要内容如下： 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。 一、担保情况概述 广东坚朗五金制品股份有限公司（以下简称"公司"）于2025年3 月26日、2025年4月18日分别召开第四届董事会第二十六次会议、2024 年年度股东会，审议通过了《关于2025年度为子公司提供担保额度预 计的议案》，同意公司为全资子公司广东坚朗建材销售有限公司（以 下简称"坚朗建材"）等向银行融资等其他业务提供担保，预计担保 总额度合计不超过人民币400,000.00万元。具体内容详见公司披露于 巨潮资讯网（www.cninfo.com.cn）的《关于2025年度为子公司提供 担保 ...

证券代码：002791 证券简称：坚朗五金 公告编号：2025-052 广东坚朗五金制品股份有限公司 关于公司获得发明专利证书的公告 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。 近日，广东坚朗五金制品股份有限公司(以下简称"公司"或"坚 朗五金")获得中国国家知识产权局颁发的发明专利证书，具体情况 如下： 广东坚朗五金制品股份有限公司董事会 二〇二五年八月十三日 "滑撑及具有该滑撑的门窗"的专利结构是一种旋转锁闭结构， 解决三连杆铰链因没有锁闭结构而引起窗户性能问题。本发明涉及一 种滑撑，用于将窗扇安装于窗框型材上，其包括固定组件、锁闭组件 和连杆组件。固定组件用于与窗框型材固定连接；锁闭组件与固定组 件转动连接，锁闭组件构造有锁闭槽；连杆组件用于承托窗扇；连杆 组件与固定组件转动连接；连杆组件靠近锁闭组件的一侧设置有卡接 臂；连杆组件绕其自身转动轴线转动至预设位置时，连杆组件与锁闭 组件抵接，并带动锁闭组件绕其自身转动轴线沿第一方向转动，使得 卡接臂伸入所述锁闭槽内。当窗扇相对窗框型材关闭时，卡接臂伸入 锁闭槽内，进而使得连杆组件在此位置下与锁闭组件锁定 ...

坚朗五金（SZ 002791，收盘价：22.47元）8月6日晚间发布公告称，近日，广东坚朗五金制品股份有限 公司获得中国国家知识产权局颁发的发明专利证书。专利名称为"阻尼移门缓冲装置及推拉门"。 （文章来源：每日经济新闻） 2024年1至12月份，坚朗五金的营业收入构成为：建筑五金业占比98.91%，其他业务占比1.09%。 ...

证券代码：002791 证券简称：坚朗五金 公告编号：2025-050 制动时进行蓄能，直到所述外壳停止移动；拉伸弹簧，一端与第一滑 块连接，所述拉伸弹簧在外壳移动过程中第一滑块被制动时拉动所述 外壳释放弹性势能，直到所述外壳停止移动，且在所述压缩弹簧达到 最大蓄能状态时，所述拉伸弹簧的拉力大于或等于所述压缩弹簧的反 弹力。本发明可在门扇关闭过程中降低阻尼油缸所受的冲击力，延长 阻尼油缸的使用寿命。 上述专利的取得是公司坚持持续创新的新成果，有利于进一步完 善公司知识产权保护体系，发挥公司自主知识产权优势，促进技术创 新，增强公司的核心竞争力，对公司的生产经营有积极影响。 广东坚朗五金制品股份有限公司 关于公司获得发明专利证书的公告 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。 近日，广东坚朗五金制品股份有限公司(以下简称"公司"或"坚 朗五金")获得中国国家知识产权局颁发的发明专利证书，具体情况 如下： | 专利名称 | 专利号 | 专利申请日 | 专利授权日 | 专利 | 专利 | | --- | --- | --- | --- | --- | --- ...

证券之星消息，8月5日装修建材板块较上一交易日上涨0.7%，科顺股份领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。装修建材板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300737 | 科顺股份 | 5.60 | 5.86% | 45.27万 | | 2.47亿 | | 002271 | 东方雨虹 | 12.48 | 4.61% | 66.98万 | | 8.25 亿 | | 002791 | 坚朗五金 | 22.66 | 2.44% | 7.27万 | | 1.63亿 | | 300715 | 凯伦股份 | 10.76 | 1.70% | - 3.84万 | 4123.56万 | | | 301429 | 森泰股份 | 20.34 | 1.55% | 1.57万 | 3177.72万 | | | 000619 | 海螺新材 | 6.37 | 1.43% | 4.88万 | 3098.50万 | | ...

Investment Rating - The report maintains an "Accumulate" rating for the construction materials industry [1] Core Views - The construction materials sector is experiencing weak demand, with the PMI showing a decline. The market is awaiting new policies to stimulate demand [4] - The report highlights that the cement market is facing challenges due to adverse weather conditions, leading to a low average shipment rate of less than 45% in key regions. However, the overall price decline has slowed down, indicating potential stabilization in the near term [11][18] - The report suggests that the supply-side consensus on self-discipline within the industry is strengthening, which may lead to better profitability compared to the previous year [11] - The report recommends focusing on cyclical industries that may benefit from policy support, particularly in cement and glass sectors, and highlights specific companies such as Huaxin Cement, Conch Cement, and others as potential investment opportunities [4][11] Summary by Sections 1. Industry Trends - The construction materials sector has seen a decline of 2.31% in the past week, underperforming against the Shanghai Composite Index [4] - The report notes that the cement price is currently at 339.7 RMB/ton, down 1.0 RMB/ton from the previous week and down 42.5 RMB/ton year-on-year [19][20] 2. Bulk Construction Materials Fundamentals and High-Frequency Data 2.1 Cement - The average cement shipment rate is reported at 44.7%, with a slight increase of 1.7 percentage points from the previous week, but a decrease of 2.0 percentage points year-on-year [26] - The report anticipates that cement prices will stabilize in the short term, despite current weak demand [11][18] 2.2 Glass - The average price of float glass is reported at 1295.3 RMB/ton, which is an increase of 56.7 RMB/ton from the previous week but a decrease of 175.7 RMB/ton year-on-year [4] - The report indicates that the glass industry is expected to see a supply-side contraction, which may improve the supply-demand balance in the short to medium term [14] 2.3 Fiberglass - The report highlights that the market for electronic fiberglass products is evolving, with a clear trend towards high-end products, which are expected to see increased penetration and value growth [12] - The profitability of ordinary fiberglass remains resilient, with ongoing demand in sectors like wind power and thermoplastics [12] 3. Industry Dynamics Tracking - The report discusses the impact of government policies aimed at stimulating domestic demand, particularly in the housing market, which is expected to improve the outlook for construction materials [15] - The report emphasizes the importance of companies that are exploring new business models and enhancing their supply chain efficiency [15]

Investment Rating - The report maintains a "Neutral" rating for both the real estate and building materials sectors [1][3]. Core Insights - The report highlights that the construction materials sector is expected to continue its recovery due to increased infrastructure investment and consumption stimulation, supported by government policies [3][4]. - The real estate sector has shown weakened sales momentum in recent months, with a focus on policy impacts for short-term rebounds and a need for improved sales recovery and company fundamentals for medium-term outlook [3][28]. - The building materials sector is facing challenges such as weak demand, excess capacity, and inventory pressure, but upcoming policies are expected to enhance environmental standards and control capacity, positively impacting profitability [4][50]. Summary by Sections Real Estate Sector - The central government is emphasizing urban renewal and fiscal measures to support the real estate market, including the issuance of special bonds [3][28]. - The real estate sector has seen a slight increase of 0.66% over the past two weeks, outperforming the CSI 300 index by 0.24 percentage points [15][20]. - Key companies to watch include Poly Developments, China Merchants Shekou, and China Vanke, focusing on stable operations and strong positions in first and second-tier cities [3][28]. Building Materials Sector - The building materials sector has experienced a 6.23% increase over the past two weeks, ranking second among 31 sectors [29][31]. - Cement prices are under pressure due to weak demand, with the national average price at 320 RMB per ton, down 4 RMB from the previous week [36][50]. - Companies such as Conch Cement and Huaxin Cement are recommended for their solid fundamentals and attractive dividend yields [4][50]. Consumer Building Materials - Retail sales of building and decoration materials reached 15.8 billion RMB in June, with a year-on-year growth of 1.0% [5][53]. - The report anticipates a recovery in sales and profit margins for consumer building materials companies due to market improvements and cost optimization strategies [7][53]. - Recommended companies include Beixin Building Materials, Rabbit Baby, and Three Trees for their competitive advantages and solid fundamentals [7][53].