开源证券研报表示，住建部明确将深化建筑业改革，以工业化、数字化、绿色化为发展路径，系统打 造"中国建造"升级版。此次改革旨在推动建筑业从传统粗放模式向精细化、智能化转型，核心举措包括 大力发展装配式建筑等新型建造方式，加快建筑机器人等智能建造技术在工程中的应用，并全面推广绿 色建材、绿色建造和绿色建筑。通过这一系列改革，最终目标是推动整个行业实现高质量发展，全面提 升"中国建造"的品质、效率和可持续性。 在板块带动下，多只装修建材股股价实现增长。菲林格尔以42.70元/股收盘，涨幅为5.93%，领涨装修 建材股。凯伦股份以12.79元/股收盘，涨幅为5.44%，涨幅位列装修建材股第二。兔宝宝以12.70元/股收 盘，涨幅为5.31%，涨幅位列装修建材股第三。 除此之外，*ST亚振以38.79元/股收盘，跌幅为5.00%，领跌装修建材股。晶雪节能以20.89元/股收盘， 跌幅为1.92%，跌幅位列装修建材股第二。北京利尔以8.72元/股收盘，跌幅为1.80%，跌幅位列装修建 材股第三。 北京商报讯（记者 翟枫瑞）10月20日，装修建材板块小幅拉升，以15281.49点收盘，涨幅为1.16%。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605318 | 法师龙 | 59.74 | 10.00% | 6.93万 | | 266.6 | | 300715 | 凯伦股份 | 12.79 | 5.44% | 10.42万 | | · 1.32亿 | | 002043 | 兔宝宝 | 12.70 | 5.31% | 24.34万 | | 3.02亿 | | 603038 | 华立股份 | 21.66 | 4.49% | - 30.49万 | | 6.51亿 | | 300599 | 雄塑科技 | 7.68 | 3.64% | 5.74万 | | 4371.65万 | | 002652 | 扬子新材 | 3.75 | 3.31% | 15.64万 | | 5824.95万 | | 002694 | 顾地科技 | 4.16 | 2.97% | 8.24万 | | 3388.04万 | | 002247 | 聚力文化 | 2.81 | 2.93% | 26.43万 | | 737 ...

国盛证券发布建筑材料行业研究报告称，消费建材受益二手房交易向好、消费刺激等政策，且具备长期 提升市占率的逻辑，估值弹性大。市场变动来看，消费建材需求端延续弱复苏状态，上游原材料中，沥 青、铝合金、天然气、苯乙烯、丙烯酸丁酯价格环比上周下降。 北京商报讯(记者翟枫瑞)10月20日，装修建材板块午盘小幅增长，以15266.52点收盘，涨幅为1.06%。在 板块带动下，多只装修建材股午盘股价实现增长。菲林格尔（603226）午盘以43.16元/股收盘，涨幅为 7.07%，领涨装修建材股。我乐家居（603326）午盘以9.03元/股收盘，涨幅为4.39%，涨幅位列装修建 材股第二。凯伦股份（300715）午盘以12.58元/股收盘，涨幅为3.71%，涨幅位列装修建材股第三。除 此之外，*ST亚振（603389）午盘以38.79元/股收盘，跌幅为5.00%，领跌装修建材股。晶雪节能 （301010）午盘以20.84元/股收盘，跌幅为2.16%，跌幅位列装修建材股第二。东鹏控股（003012）午 盘以7.52元/股收盘，跌幅为1.70%，跌幅位列装修建材股第三。 ...

Market Performance - The renovation and building materials sector rose by 1.11% on October 15, with Youbang Ceiling leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Gainers in the Sector - Youbang Ceiling (002718) closed at 24.18, up 6.01% with a trading volume of 33,200 lots and a transaction value of approximately 77.50 million yuan [1] - Jianlang Hardware (002791) closed at 22.71, up 5.14% with a trading volume of 193,400 lots [1] - Fashilong (605318) closed at 52.86, up 4.32% with a trading volume of 59,900 lots and a transaction value of approximately 299 million yuan [1] Sector Fund Flow - The renovation and building materials sector saw a net inflow of 92.69 million yuan from institutional investors, while retail investors experienced a net outflow of 129 million yuan [2] - The sector's main funds showed a mixed trend, with some companies attracting significant net inflows while others faced outflows [3] Notable Stocks with Fund Flow - Beixin Building Materials (000786) had a net inflow of approximately 36.81 million yuan from main funds, but a net outflow of 45.10 million yuan from retail investors [3] - Jianlang Hardware (002791) attracted a net inflow of about 30.89 million yuan from main funds, with a net outflow of 33.69 million yuan from retail investors [3] - San Ke Tree (603737) saw a net inflow of 12.85 million yuan from main funds, but also faced a net outflow of 11.04 million yuan from retail investors [3]

Core Viewpoint - Kairun Co., Ltd. (300715.SZ) has announced a voluntary disclosure standard for daily operating contracts that do not meet the Shenzhen Stock Exchange's regulatory guidelines, aiming to enhance transparency for investors [1] Group 1: Disclosure Standards - The company will disclose contracts exceeding RMB 150 million (including RMB 150 million) or contracts deemed to have significant impact, even if they do not meet the specified threshold [1] - Contracts that have already been disclosed in other forms will not be repeated in the new disclosures [1]

江苏凯伦建材股份有限公司 关于确定日常经营重大合同自愿性披露标准的公告 证券代码：300715 证券简称：凯伦股份 公告编号:2025-076 | 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，不存在 | | --- | | 虚假记载、误导性陈述或重大遗漏。 | 若达到上述自愿披露标准的日常经营合同涉及国家秘密、商业秘密或深圳证 券交易所认可的其他情况，披露可能导致公司违反国家有关保密法律、行政法规 规定或者损害公司利益的，公司可向深圳证券交易所申请豁免披露涉密信息或者 申请对涉密信息脱密处理后披露。 特此公告。 江苏凯伦建材股份有限公司 江苏凯伦建材股份有限公司（以下简称"公司"）第五届董事会第二十次会 议审议通过了《关于确定日常经营重大合同自愿性披露标准的议案》。 为保证信息披露的公平性原则，使广大投资者能够更加全面地了解公司生产 经营情况，同时结合公司当前的业务规模，公司针对签订的未达到《深圳证券交 易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》规定的"涉及 销售产品或商品、工程承包或者提供劳务等事项的，合同金额占公司最近一期经 审计主营业务收入 50%以上，且绝对金额超过 ...

证券代码：300715 证券简称：凯伦股份 公告编号:2025-075 江苏凯伦建材股份有限公司 第五届董事会第二十次会议决议公告 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，不存在 虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 （一）审议通过《关于确定日常经营重大合同自愿性披露标准的议案》 表决结果：同意票 7 票，反对票 0 票，弃权票 0 票。 具体内容详见公司同日披露于巨潮资讯网 （http://www.cninfo.com.cn） 的相关公告。 三、备查文件 1、《江苏凯伦建材股份有限公司第五届董事会第二十次会议决议》。 特此公告。 江苏凯伦建材股份有限公司 董事会 2025 年 10 月 9 日 江苏凯伦建材股份有限公司（以下简称"公司"或"本公司"）第五届董事 会第二十次会议于 2025 年 10 月 9 日在公司会议室以现场结合通讯的方式召开， 会议通知以专人送达、电子邮件相结合的方式于 2025 年 9 月 30 日向各位董事发 出，本次会议应参加董事 7 名，实际参加董事 7 名，会议由董事长钱林弟先生主 持，公司高级管理人员列席了会议。本次会议的召开符合《公司法 ...

Market Performance - The renovation and building materials sector increased by 1.62% compared to the previous trading day, with Wanli Stone leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - The table lists various stocks in the renovation and building materials sector, showing their closing prices, percentage changes, trading volumes, and transaction amounts [1] - Notable declines include Youbang Zhidong at -3.37% and Ruitai Technology at -2.86%, while stocks like Luopusi Gold remained unchanged [1] Capital Flow - The renovation and building materials sector saw a net inflow of 15.27 million yuan from institutional investors, while retail investors contributed a net inflow of 28.35 million yuan [3] - The table details the capital flow for individual stocks, highlighting significant net inflows for Wanli Stone and Beixin Building Materials, while other stocks experienced net outflows from retail and speculative investors [3]

证券代码：300715 证券简称：凯伦股份 公告编号:2025-074 一、担保情况概述 江苏凯伦建材股份有限公司（以下简称"公司"、"保证人"）第五届董事会 第十六次会议和 2024 年年度股东大会审议通过了《关于为全资子公司提供担保 的议案》，同意公司为全资子公司黄冈凯伦新材料有限公司（以下简称"黄冈凯 伦"、"债务人"）提供总额不超过人民币 60,000 万元的连带保证责任，担保期限 自公司 2024 年度股东大会审议批准之日起至下一年度股东大会止，同时授权公 司董事长或董事长的授权人签署相关法律合同及文件。具体内容详见 2025 年 4 月 19 日刊登在中国证监会指定的创业板信息披露网站上的《关于为全资子公司 提供担保的公告》。 二、担保进展情况 近日，公司与湖北银行股份有限公司黄冈分行营业部（以下简称"债权人"） 签订了《保证合同》（以下简称"本合同"），公司为确保债权人与黄冈凯伦签订 的《流动资金借款合同》（以下简称"主合同"）的履行，公司愿意为债权人与债 务人依主合同形成的债务提供连带责任担保。本次担保进展具体如下： | | | 担保方 | 被担保方 | 经审批最高 | 本次担保前 | 本次担 ...

Market Overview - On September 24, the renovation and building materials sector rose by 0.45% compared to the previous trading day, with Kailun Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Kailun Co., Ltd. (300715) closed at 12.74, with an increase of 8.70% and a trading volume of 168,700 shares, amounting to 212 million yuan [1] - Zhongqi New Materials (001212) closed at 60.65, up 6.22%, with a trading volume of 228,200 shares and a turnover of 1.378 billion yuan [1] - Youbang Ceiling (002718) closed at 26.93, increasing by 4.18%, with a trading volume of 59,100 shares and a turnover of 158 million yuan [1] - Other notable stocks include Zhonggang Luonai (688119) with a 3.83% increase and a closing price of 4.34, and Keshin New Materials (833580) with a 3.64% increase and a closing price of 17.39 [1] Capital Flow - The renovation and building materials sector saw a net inflow of 188 million yuan from main funds, while retail funds experienced a net outflow of 99.76 million yuan and 88.26 million yuan respectively [2] - The capital flow data indicates that Zhongqi New Materials had a main fund net inflow of 175.16 million yuan, while retail funds saw a net outflow of 69.37 million yuan [3] - Other companies like Beixin Building Materials (000786) and Wanshi Stone (002785) also experienced varying levels of net inflow and outflow from main and retail funds [3]