Core Insights - The concept of "good housing" has been incorporated into the government work report for the first time in 2025, presenting new opportunities and challenges for the industry [1] - Leading companies in the building ceramics sector are accelerating innovation to support the "good housing" initiative [1] Company Developments - Dongpeng Holdings showcased multiple new ceramic products at a launch event in Foshan, Guangdong, focusing on product upgrades to meet high-quality living demands [1] - Dongpeng's engineering market center is developing products that align with the "good housing" policy, emphasizing safety features such as slip resistance, fire resistance, and antibacterial properties [1] - Marco Polo is advancing its research and development, creating curved ceramic products that expand the application range into the broader home goods sector [1][2] - Marco Polo is also investing in green and intelligent upgrades to its production lines, aiming to reduce energy consumption and enhance production efficiency [2] - Mona Lisa Group is innovating through process integration and smart upgrades, developing ultra-thin and large-format ceramic products with enhanced durability and functionality [2] Industry Trends - The building ceramics industry in China is experiencing intense competition, with a reported decrease in the number of large-scale enterprises from 1,022 in 2023 to 993 in 2024 [3] - The number of production lines in the building ceramics sector has declined from 2,485 in 2022 to 2,193 in 2024, indicating an exit rate of 11.75% [3] - Industry experts emphasize the need for continuous technological innovation and enhanced green performance among leading companies to improve market competitiveness [3] - The current focus for the ceramics industry is on quality, sustainability, and intelligence, with a call for companies to adapt to industry transformation and upgrade their offerings [3]

Group 1 - The company, Dongpeng Holdings, announced the acquisition of 5 invention patent certificates issued by the National Intellectual Property Administration [2]

（文章来源：证券日报） 证券日报网讯 8月1日晚间，东鹏控股发布公告称，截至2025年7月31日，公司通过股票回购专用证券账 户以集中竞价方式累计回购公司股份15，666，500股，占公司目前总股本的1.35%。 ...

Core Viewpoint - Dongpeng Holdings (003012.SZ) announced a share buyback program, indicating a strategic move to enhance shareholder value through the repurchase of shares [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 15,666,500 shares, which represents 1.35% of its total share capital [1] - The minimum purchase price was 5.65 CNY per share, while the maximum price reached 6.28 CNY per share [1] - The total amount spent on the buyback was 95,287,091.00 CNY, excluding transaction fees [1]

Core Viewpoint - Dongpeng Holdings (003012.SZ) announced a share buyback program, indicating a strategic move to enhance shareholder value through the repurchase of its own shares [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 15,666,500 shares, which represents 1.35% of its current total share capital [1] - The minimum purchase price was 5.65 CNY per share, while the maximum price reached 6.28 CNY per share [1] - The total amount spent on the buyback was 95,287,091.00 CNY, excluding transaction fees [1]

广东东鹏控股股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：003012 证券简称：东鹏控股 公告编号:2025-059 二、其他说明 公司首次回购股份的时间、回购股份数量、回购股份价格及集中竞价交易的 委托时段符合《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指 引第9号——回购股份》等相关法律法规及公司回购股份方案的要求，具体如下： 广东东鹏控股股份有限公司（以下简称"公司"）于2024年11月18日召开第 五届董事会第十三次会议，审议通过了《关于以集中竞价交易方式回购公司股份 方案的议案》，公司拟使用自有资金及回购专项贷款以集中竞价交易方式回购公 司股份，回购总金额不低于人民币10,000万元（含）且不超过20,000万元（含）， 回购价格不超过9.08元/股。具体情况详见公司于2024年11月19日披露的《关于 以集中竞价交易方式回购公司股份方案暨取得回购专项贷款承诺函的公告》（公 告编号：2024-093） 根据《深圳证券交易所上市公司自律监管指引第9号——回购股份》的相关 规定，公司应当 ...

Summary of Key Points Core Viewpoint - On August 1, Dongpeng Holdings executed a block trade of 400,000 shares, amounting to 2.144 million yuan, which represented 4.06% of the total trading volume for the day. The transaction price was 5.36 yuan, reflecting a discount of 10.07% compared to the market closing price of 5.96 yuan [1]. Group 1 - The block trade involved 400,000 shares of Dongpeng Holdings [2]. - The total transaction value was 2.144 million yuan [2]. - The transaction price of 5.36 yuan was 10.07% lower than the market closing price [1].

证券代码：003012 证券简称：东鹏控股 公告编号:2025-060 | 湖口东鹏新材料有限公司； | | --- | | 佛山市东鹏陶瓷发展有限公 | | 司； | | 佛山东华盛昌科技有限公司 | 以上发明专利的专利权期限为二十年，自申请日起算。 以上发明专利的取得，有利于公司保护自主知识产权，防止侵权事件发生， 掌握市场竞争主动权，形成持续自主创新机制和能力，保持技术和产品的领先和 竞争优势，提高公司品牌和市场影响力，进一步提升公司的核心竞争力。 特此公告。 广东东鹏控股股份有限公司董事会 广东东鹏控股股份有限公司 关于取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、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 广东东鹏控股股份有限公司（以下简称"公司"）及控股子公司于近日取得 由国家知识产权局颁发的 5 项发明专利证书。截至本公告披露日，公司及控股子 公司累计取得各类型专利 2505 项，现有各类型有效专利 1300 项，其中发明专利 418 项。 | 序号 | 专利名称 | 专利号 | | | | | | 专利申请日 | | | 专利权人 | | --- | --- | ...

Summary of Key Points Core Viewpoint - In the recent five trading days (July 21 to July 25), significant shareholder activities were observed, with 13 companies experiencing share increases totaling 341 million shares and an aggregate investment of 1.471 billion yuan, while 127 companies saw a total reduction of 7.589 billion yuan in shares [1]. Group 1: Shareholder Activities - A total of 13 companies had significant shareholder increases, with the highest increase from Everbright Bank, which saw 264 million shares added, amounting to 1.118 billion yuan [1]. - Ansteel Corporation followed with an increase of 31.93 million shares and an investment of 76.82 million yuan [1]. - The third highest increase was for Jerry Holdings, with a total increase of 5.85 million yuan [1]. Group 2: Sector Distribution - The majority of shareholder increases were concentrated in the main board, with a total increase of 1.471 billion yuan [1]. - Key industries with significant shareholder increases included basic chemicals and machinery equipment, each contributing three companies to the list [1]. Group 3: Market Performance - The average increase for stocks with shareholder increases over the past five days was 3.65%, outperforming the Shanghai Composite Index during the same period [1]. - Notable gainers included Kailong Co., with a rise of 14.81%, Liugong, with an increase of 9.85%, and Dongpeng Holdings, which rose by 7.38% [1]. - Conversely, Shanghai Bank and Everbright Bank experienced declines of 5.71% and 3.29%, respectively [1]. Group 4: Fund Flow and Performance Forecast - In terms of fund flow, stocks with shareholder increases saw significant net outflows, particularly from Liugong and Shanghai Bank, with outflows of 380 million yuan and 168 million yuan, respectively [2]. - Among the stocks with significant shareholder increases, five companies released half-year performance forecasts, with three expecting profit increases. An Tong Holdings projected a net profit of 515 million yuan, reflecting a year-on-year increase of 234.42% [2].

证券代码：003012 证券简称：东鹏控股 公告编号：2025-058 广东东鹏控股股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 伙企业（有限合伙）间接持有的本公司股票，系持股方式发生变动，持股方式由 间接持有变更为直接持有。本次变动前后，其直接和间接持有本公司股份的总数 量及持股比例均未发生变化，不涉及增持或减持本公司股份的情形。 格、有效地履行股份锁定承诺。 要约收购。 一、本次持股方式变动的基本情况 司"）收到徐州鹏晟企业管理合伙企业（有限合伙）（简称"徐州鹏晟"，曾 用名：宁波东智瑞投资合伙企业(有限合伙)、深圳鹏晟企业管理合伙企业(有限 合伙)）出具的《关于贵公司董事持股方式发生变动的告知函》，基于对公司未 来长期发展的信心，同时为了更加严格、有效地履行股份锁定承诺，公司董事 钟保民先生于 2025 年 7 月 22 日以大宗交易方式受让其本人通过徐州鹏晟间接 持有的本公司股份 650.00 万股。本次变动系董事钟保民将其持有的本公司部分 股份的持股方式由间接持有变更为直接持有，变动前后，其直接和间接持有本 公司股份的 ...