Group 1 - The company Dongpeng Holdings announced a share buyback of approximately 16.14 million shares, accounting for 1.39% of its total share capital, with a total transaction amount of about 98.1 million yuan [1] - The share buyback was conducted through a special securities account via centralized bidding, with the lowest transaction price at 5.65 yuan per share and the highest at 6.28 yuan per share [1] - As of the report date, Dongpeng Holdings has a market capitalization of 8.1 billion yuan [1] Group 2 - For the first half of 2025, the company's revenue composition is as follows: tiles account for 84.69%, sanitary ware for 12.67%, and others for 2.63% [1]

格隆汇9月2日丨东鹏控股(003012.SZ)公布，截至2025年8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16,138,600股，占公司目前总股本的1.39%，最低成交价为5.65元/股,最高 成交价为6.28元/股，成交总金额为9809.6996万元(不含交易费用)。 ...

证券代码：003012 证券简称：东鹏控股 公告编号:2025-069 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。 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，公司应当在每个月的前三个交易日内披露截至上月末的回购进展情况。现 将公司截至上月末的回购进展情况公告如下: 一、回购公司股份的具体情况 截至 2025 年 8 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 ...

Market Overview - The home goods sector experienced a decline of 0.74% on September 2, with Dongpeng Holdings leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the home goods sector included: - Zhongyuan Home (603709) with a closing price of 15.44, up 9.97% on a trading volume of 90,800 shares and a turnover of 136 million yuan [1] - Haotaitai (603848) closed at 24.80, up 3.77% with a trading volume of 48,300 shares and a turnover of 116 million yuan [1] - Seagull Home (002084) closed at 3.71, up 3.34% with a trading volume of 326,100 shares and a turnover of 118 million yuan [1] - Major decliners included: - Dongpeng Holdings (003012) closed at 6.98, down 5.29% with a trading volume of 227,700 shares and a turnover of 160 million yuan [2] - ST Yazhen (603389) closed at 24.68, down 5.00% with a trading volume of 36,100 shares and a turnover of 90.5 million yuan [2] - Meng Tian Home (603216) closed at 14.15, down 4.97% with a trading volume of 85,700 shares and a turnover of 122 million yuan [2] Capital Flow - The home goods sector saw a net outflow of 235 million yuan from institutional investors, while retail investors contributed a net inflow of 109 million yuan [2] - The capital flow for selected stocks showed: - Zhongyuan Home had a net inflow of 42.45 million yuan from institutional investors, but a net outflow of 16.45 million yuan from retail investors [3] - Haotaitai experienced a net inflow of 17.46 million yuan from institutional investors, with a net outflow of 1.07 million yuan from retail investors [3] - Jiayuan Technology (301193) had a net inflow of 29.46 million yuan from institutional investors, but a net outflow of 29.23 million yuan from retail investors [3]

Group 1 - The renovation and building materials sector experienced a slight decline, closing at 14,596.87 points with a drop of 0.97% [1] - Individual stocks within the sector showed varying degrees of decline, with *ST Yazhen leading the drop at 24.74 CNY per share, down 4.77% [1] - Dongpeng Holdings and Purenai Co. followed, closing at 7.05 CNY per share (down 4.34%) and 6.08 CNY per share (down 4.10%) respectively [1] Group 2 - On the other hand, Zhongyuan Home and Yabo Co. saw gains, with Zhongyuan closing at 15.44 CNY per share (up 9.97%) and Yabo at 1.99 CNY per share (up 9.94%) [1] - Qisheng Technology also reported an increase, closing at 16.83 CNY per share with a rise of 3.57% [1] Group 3 - According to a report from Caitong Securities, the relaxation of real estate policies may boost homebuyer confidence, potentially leading to improved demand for building materials [1] - The current focus of policies is on "expanding domestic demand," indicating a resilient domestic demand sector [1] - The trading trend suggests a gradual shift towards defensive sectors [1]

Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [1] Core Views - The construction materials sector is expected to benefit from a slight recovery in cement demand, particularly in southern regions as rainfall decreases. However, demand in areas like Beijing-Tianjin-Hebei, Shandong, and Henan is weakening due to stricter environmental controls [2][14] - The report highlights the potential for price increases in cement, driven by improved demand and supply-side discipline, with a focus on leading companies such as Conch Cement and Huaxin Cement [4][5] - The report emphasizes the importance of government policies aimed at boosting domestic demand and stabilizing the real estate market, which are expected to positively impact the home improvement and building materials sectors [17] Summary by Sections 1. Sector Overview - The construction materials sector saw a slight increase in the PMI for August, indicating a seasonal uptick in activity, particularly in major infrastructure projects initiated in July [4] - The construction materials index showed a marginal increase of 0.14% during the week, underperforming compared to the broader market indices [4] 2. Bulk Construction Materials 2.1 Cement - The national average price for high-standard cement is reported at 344.3 RMB/ton, reflecting a week-on-week increase of 1.7 RMB/ton but a year-on-year decrease of 35.2 RMB/ton [22][23] - The average cement inventory level among sample enterprises is 63.6%, down 1.0 percentage points from the previous week [25] - The report anticipates a potential price stabilization and recovery in the cement market, particularly in the second half of the year [5][14] 2.2 Glass - The average price for float glass is reported at 1189.7 RMB/ton, down 16.1 RMB/ton from the previous week and down 176.6 RMB/ton year-on-year [4] - The report suggests that supply-side adjustments are likely to improve the supply-demand balance in the glass industry, with a focus on leading companies benefiting from cost advantages [16] 2.3 Fiberglass - The report notes a stable pricing environment for fiberglass, with the average price for non-alkali roving at 3100-3700 RMB/ton, remaining stable compared to previous periods [4] - The demand for specialty fiberglass products is expected to grow significantly, driven by technological advancements and increased applications in various industries [15] 3. Home Improvement Materials - The report highlights the positive impact of government policies aimed at stimulating domestic consumption, particularly in the home improvement sector, with expectations for a recovery in demand [17] - Leading companies in the home improvement materials sector are encouraged to explore new business models and enhance their market positioning [17]

Investment Rating - The report maintains a "Buy" rating for the company, expecting a relative price increase of 5% to 15% over the next six months [4]. Core Views - The company is focusing on deepening its retail channels, leading to continuous improvement in profitability and operational quality. The projected net profit for 2025-2027 is expected to reach 4.3 billion, 5.1 billion, and 6.3 billion respectively, with year-on-year growth rates of +30%, +20%, and +22% [2][4]. Financial Performance Summary - **Revenue**: The company reported a revenue of 7,773 million in 2023, with a projected decline to 6,469 million in 2024, followed by a slight recovery to 6,485 million in 2026 and reaching 7,042 million by 2027. The year-on-year growth rates are 12.2% for 2023, -16.8% for 2024, and expected to be 5.4% and 8.6% for 2026 and 2027 respectively [1][9]. - **Net Profit**: The net profit for 2023 is 720 million, with a significant drop to 328 million in 2024, followed by a recovery to 426 million in 2025, 512 million in 2026, and 626 million in 2027. The year-on-year growth rates are 256.6% for 2023, -54.4% for 2024, and expected growth of 29.7%, 20.2%, and 22.2% for the following years [1][9]. - **ROE**: The return on equity (ROE) is projected to decline from 9.2% in 2023 to 4.3% in 2024, with a gradual recovery to 7.4% by 2027 [1][9]. - **EPS**: The earnings per share (EPS) is expected to decrease from 0.62 in 2023 to 0.28 in 2024, then recover to 0.54 by 2027 [1][9]. - **P/E Ratio**: The price-to-earnings (P/E) ratio is projected to be 12.1 in 2023, increasing to 26.5 in 2024, and then decreasing to 13.9 by 2027 [1][9]. Operational Insights - The company experienced a slight decline in revenue due to a drop in the engineering channel, while the retail channel saw a growth of approximately 6%. The retail segment's revenue for the first half of 2025 increased by 5.94%, with high-value product revenue growing by 19.51% [1][2]. - The company has successfully secured a supply partnership with Beike for home decoration tiles, indicating a strategic move to enhance its market presence in the home improvement sector [1][2]. Cost Management and Cash Flow - The company achieved a gross margin of 30.33% and a net margin of 7.45% in the first half of 2025, with net profit margin showing a year-on-year increase of 0.68 percentage points. Operating cash flow saw a significant increase of 92.99% year-on-year, indicating effective cost management and improved cash collection [2].

证券时报·数据宝统计，截至发稿，亚联机械收盘价为55.42元，下跌3.92%，本期筹码集中以来股价累 计上涨5.99%。具体到各交易日，4次上涨，4次下跌。 融资融券数据显示，该股最新（8月29日）两融余额为1.20亿元，其中，融资余额为1.20亿元，本期筹码 集中以来融资余额合计增加2782.84万元，增幅为30.29%。 公司发布的半年报数据显示，上半年公司共实现营业收入3.76亿元，同比下降15.01%，实现净利润 9835.44万元，同比增长20.41%，基本每股收益为1.1700元，加权平均净资产收益率9.26%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 亚联机械9月1日披露，截至8月31日公司股东户数为7337户，较上期（8月20日）减少2512户，环比降幅 为25.51%。这已是该公司股东户数连续第4期下降。 （文章来源：证券时报网） ...

Core Viewpoint - Dongpeng Holdings has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential growth opportunities in the building materials sector [1][2]. Group 1: Stock Performance - As of September 1, Dongpeng Holdings' stock price rose by 2.09% to 7.33 CNY per share, with a total market capitalization of 8.481 billion CNY [1]. - The stock has increased by 15.12% year-to-date, with notable gains of 14.53% over the last five trading days, 23.40% over the last 20 days, and 25.95% over the last 60 days [1]. - The company has appeared on the trading leaderboard once this year, with a net buy of 3.4919 million CNY on August 28 [1]. Group 2: Financial Performance - For the first half of 2025, Dongpeng Holdings reported a revenue of 2.934 billion CNY, a year-on-year decrease of 5.18%, while the net profit attributable to shareholders increased by 3.85% to 219 million CNY [2]. - The company has distributed a total of 1.331 billion CNY in dividends since its A-share listing, with 744 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, Dongpeng Holdings had 27,800 shareholders, a decrease of 0.40% from the previous period, with an average of 41,196 shares held per shareholder, an increase of 0.37% [2]. - The sixth largest shareholder, Hong Kong Central Clearing Limited, increased its holdings by 4.3828 million shares to 23.3987 million shares [3].

东鹏控股今日上涨5.77%，全天换手率5.86%，成交额4.89亿元，振幅16.22%。龙虎榜数据显示，机构净 买入1028.43万元，深股通净卖出802.75万元，营业部席位合计净买入123.51万元。 深交所公开信息显示，当日该股因日振幅值达16.22%上榜，机构专用席位净买入1028.43万元，深股通 净卖出802.75万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.51亿元，其中，买入成交额为7732.71 万元，卖出成交额为7383.52万元，合计净买入349.19万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买二、买三、卖二、卖三，合计买入 金额3240.45万元，卖出金额2212.02万元，合计净买入1028.43万元，深股通为第一大买入营业部及第一 大卖出营业部，买入金额为2669.81万元，卖出金额为3472.56万元，合计净卖出802.75万元。 资金流向方面，今日该股主力资金净流入768.29万元，其中，特大单净流入129.24万元，大单资金净流 入639.05万元。近5日主力资金净流入4249.67万元。（数据宝） 东鹏控股8月28日交易公开信息 ...