Market Overview - The renovation and building materials sector experienced a decline of 0.41% compared to the previous trading day, with Jingxue Energy leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the renovation and building materials sector included: - Yangzi New Materials (002652) with a closing price of 4.86, up 9.95% [1] - Huali Co., Ltd. (603038) with a closing price of 16.59, up 4.87% [1] - ST Nachuan (300198) with a closing price of 2.55, up 3.24% [1] - Conversely, significant decliners included: - Jingxue Energy (301010) with a closing price of 22.42, down 3.28% [2] - Lezhishun Group (002398) with a closing price of 5.90, down 3.28% [2] - Zhongqi New Materials (001212) with a closing price of 51.65, down 2.55% [2] Capital Flow - The renovation and building materials sector saw a net outflow of 178 million yuan from institutional investors, while retail investors experienced a net inflow of approximately 89.27 million yuan [2] - Key stocks with significant capital flow included: - Huali Co., Ltd. (603038) with a net inflow of 22.13 million yuan from institutional investors [3] - Gongyuan Co., Ltd. (002641) with a net inflow of 16.95 million yuan from institutional investors [3] - Jingxue Energy (301010) with a net outflow of 12.6 million yuan from institutional investors [3]

每经AI快讯，坚朗五金（SZ 002791，收盘价：21.47元）12月29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"多角度限位滑撑"。 （记者 王晓波） 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%。 每经头条（nbdtoutiao）——直击茅台经销商大会：2000多人周末齐聚！重大变革公布：涉及茅台酒价 格、分销等，董事长陈华：经销商不能再"躺着赚钱" 截至发稿，坚朗五金市值为76亿元。 ...

证券代码：002791 证券简称：坚朗五金 公告编号：2025-078 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 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 担保额度预计的公告》（公告编号：2025-014）等相关公告。 二、担保进展情况 保证人：广东坚朗五金制品股份有限公司 近日，公司全资子公司坚朗建材向兴业银行股份有限公司东莞分 行（以下简称"兴业银行"）申请不超过2.52亿元人民币综合授信额 度，公司为坚朗建材申请 ...

注：本发明为中国授权专利。发明专利的保护期限自申请日起二十年。 "多角度限位滑撑"的专利结构是一种可实现阳台护栏开启90 度窗户的滑撑装置。本发明提供了一种多角度限位滑撑，包括：滑轨 组件，包括主滑轨，且所述主滑轨上具有滑动槽及多个卡位缺口；支 撑组件，包括托臂和主悬臂，且所述主悬臂的首端铰接在所述托臂上； 滑块组件，包括限位块、固定板、连接块及弹性件；所述限位块上具 有第一凸块和避让缺口，所述限位块和固定板分别嵌入到滑动槽内， 所述弹性件装设于限位块与主滑轨的底板之间，所述连接块叠于所述 固定板上，且所述连接块的一端与限位块活动连接；所述主悬臂的尾 端、连接块以及固定板通过销轴连接在一起，并由所述主悬臂带动滑 块组件在所述滑动槽内滑动，且所述固定板通过插入到限位块的避让 缺口内阻止第一凸块嵌入到卡位缺口。本发明可使得关窗和开启角度 调节相对便捷。 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。 证券代码：002791 证券简称：坚朗五金 公告编号：2025-079 广东坚朗五金制品 ...

Market Performance - The renovation and building materials sector increased by 1.06% compared to the previous trading day, with Yangzi New Materials leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Stock Highlights - Yangzi New Materials (002652) closed at 4.02, up 10.14%, with a trading volume of 372,200 shares and a transaction value of 141 million yuan [1] - Zhongqi New Materials (001212) closed at 54.23, up 10.00%, with a trading volume of 144,800 shares and a transaction value of 759 million yuan [1] - Wanli Stone (002785) closed at 35.30, up 4.31%, with a trading volume of 87,400 shares and a transaction value of 30.4 million yuan [1] Capital Flow - The renovation and building materials sector saw a net inflow of 59.26 million yuan from institutional investors, while retail investors contributed a net inflow of 66.90 million yuan [2] - Speculative funds experienced a net outflow of 126 million yuan [2] Individual Stock Capital Flow - Zhongqi New Materials (001212) had a net inflow of 156 million yuan from institutional investors, but a net outflow of 68.64 million yuan from speculative funds [3] - Wanli Stone (002785) recorded a net inflow of 23.52 million yuan from institutional investors, with a net outflow of 19.78 million yuan from speculative funds [3] - Yangzi New Materials (002652) had a net inflow of 21.42 million yuan from institutional investors, while speculative funds saw a net outflow of 9.99 million yuan [3]

Core Viewpoint - As of December 19, 2025, the number of shareholders for Jianlang Hardware (002791) is reported to be 32,465 [1] Group 1 - The company has engaged with investors through an interactive platform [1] - The specific date mentioned for the shareholder count is December 19, 2025 [1] - The total number of shareholders is 32,465 [1]

Core Insights - The central economic work conference emphasizes stabilizing the real estate market and combating "involution" in competition, aiming to promote the construction of "good houses" and accelerate the establishment of a new model for real estate development [6][15] - The report suggests that the cement, glass, and certain consumer building materials industries may see continued optimization in supply-side dynamics, leading to increased concentration and improved profitability [6][15] Consumer Building Materials - The consumer building materials sector is experiencing a recovery in retail due to high demand for second-hand housing and supportive subsidy policies, with leading companies showing strong operational resilience [6][31] - Long-term demand stability and increasing industry concentration provide significant growth potential for quality leading companies in the consumer building materials sector [6][31] - Key companies to watch include Sanke Tree, Rabbit Baby, Hanhai Group, Dongfang Yuhong, China Liansu, Beixin Building Materials, Weixing New Materials, and others [6][31] Cement - National cement market prices increased by 0.05% week-on-week, with the average price at 355 RMB/ton as of December 12, 2025, reflecting a year-on-year decrease of 69.17% [6][31] - The report anticipates that cement prices will maintain a slight fluctuation in the future, with industry valuations at historical lows, highlighting companies like Huaxin Cement, Conch Cement, and others for potential investment [6][31] Glass - Float glass prices are showing mixed trends, while photovoltaic glass inventories continue to rise, with the average price of float glass at 1156 RMB/ton, down 1.0% month-on-month and 18.0% year-on-year [6][31] - The report indicates that leading glass companies have low valuations and suggests focusing on Qibin Group, Xinyi Solar, and others for investment opportunities [6][31] Fiberglass/Carbon-based Composites - The market for fiberglass is stable, with direct yarn prices holding steady, while electronic yarn prices have stabilized after previous increases [6][31] - The report identifies leading companies in the fiberglass sector, including China Jushi and others, as having a significant competitive edge [6][31] Market Data and Trends - The report notes that the consumer building materials sector has seen a year-on-year revenue decline of 4.2% in the first three quarters of 2025, with a notable improvement in revenue growth rates for leading companies [33][34] - The profitability of the consumer building materials sector is stabilizing, with net profit margins hovering at the bottom, indicating potential for recovery as market conditions improve [34][41]

Core Insights - The report emphasizes the importance of identifying investment opportunities in the building materials sector as it transitions from a period of intense competition to one focused on value extraction and growth [1]. Group 1: Investment Opportunities in the Building Materials Sector - Four key investment themes are highlighted: traditional building material leaders emerging from the bottom of the cycle, overseas capacity expansion, high-demand new materials, and policy support for industry consolidation [5]. - Traditional building material leaders are expected to recover first, with a focus on alpha opportunities as the sector stabilizes [14]. - The overseas expansion of building material capacity is driven by high demand in foreign markets, particularly in Africa, where Chinese companies are increasingly investing [20][22]. Group 2: Consumer Building Materials - The consumer building materials sector is stabilizing, with a narrowing decline in real estate indicators expected in 2026, leading to a potential rebound in demand [15]. - Strong alpha leaders in the sector are anticipated to achieve positive revenue growth first, with companies like Sanke Tree and Dongfang Yuhong highlighted as key players [15][16]. - Profit margins are expected to improve in 2026 due to price stabilization, structural optimization, and enhanced operational efficiency [15]. Group 3: Glass Fiber Industry - The glass fiber market is projected to maintain a tight supply-demand balance, with demand expected to grow by 5.8% in 2025 and 4.6% in 2026 [5][25]. - The report notes that the profitability of traditional glass fiber products is on an upward trajectory, with leading companies benefiting from differentiated product advantages [5][28]. Group 4: Cement Industry - The domestic cement market is facing a decline in demand, with expectations of a 7% drop in 2025 and a 6% drop in 2026, while overseas markets remain robust [5][31]. - The report suggests that supply-side policies will play a crucial role in stabilizing the market, with potential profitability improvements anticipated in 2026 [5][36]. Group 5: Glass Industry - The glass industry is expected to see supply optimization as a key theme in 2026, with a slight decline in demand for float glass anticipated [5][40]. - The photovoltaic glass segment is projected to experience a balanced supply-demand situation, with potential profitability improvements if production resumes [5][45].

南财智讯12月11日电，坚朗五金公告，坚朗五金股票代码002791，公司及子公司拟使用最高额度不超过 人民币10亿元的闲置自有资金进行委托理财，投资品种为安全性高、流动性好、单项理财产品期限最长 不超过12个月的中低风险或稳健型产品，包括银行等金融机构的结构性存款、固定收益或浮动收益型投 资产品等。该事项已经第五届董事会第四次会议审议通过，无需提交股东大会审议。 ...

截至发稿，坚朗五金市值为77亿元。 （记者 曾健辉） 每经AI快讯，坚朗五金（SZ 002791，收盘价：21.63元）12月11日晚间发布公告称，公司第五届第四次 董事会会议于2025年12月11日在广东省东莞市塘厦镇坚朗路3号公司总部会议室，以现场结合通讯表决 方式召开。会议审议了《关于追加2025年度日常关联交易预计额度的议案》等文件。 每经头条（nbdtoutiao）——专访管涛：美国政府经济贸易政策正逐渐动摇美元本位国际货币体系，利 多因素下人民币汇率有可能破7 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%。 ...