江苏凯伦建材股份有限公司（以下简称"公司"或"本公司"）于近日接到 公司控股股东凯伦控股投资有限公司（以下简称"凯伦控股"）的通知，获悉其 将所持有本公司的部分股份办理了解除质押，具体情况如下： 一、股东部分股份解除质押的基本情况 证券代码：300715 证券简称：凯伦股份 公告编号:2025-053 江苏凯伦建材股份有限公司 关于控股股东部分股份解除质押的公告 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，不存在 虚假记载、误导性陈述或重大遗漏。 | 股东名称 | 是否为控股股东 或第一大股东及 | 本次解除质押 股份数量（股） | 占其所持股 份比例 | 占公司总股 本比例 | 质押起始日 | 质押解除日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | | | | | | | | 凯伦控股 | 是 | 600 万 | 6.57% | 1.59% | 2025 年 6 月 10 日 | 2025 年 8 月 5 日 | 华夏银行股份有 | | | | | | | | | 限公司吴江支行 | 二、股东股份 ...

证券代码：300715 证券简称：凯伦股份 公告编号:2025-054 江苏凯伦建材股份有限公司 关于股东部分股份解除质押的公告 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，不存在 虚假记载、误导性陈述或重大遗漏。 | 股东名称 | 是否为控股股东 或第一大股东及 | 本次解除质押股 数量（股） | 占其所持股 份比例 | 占公司总股 本比例 | 质押起始日 | 质押解除日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | | | | | | | | 卢礼珺 | 否 | 400 万 | 20.74% | 1.06% | 2024 年 2 月 6 日 | 2025 年 8 月 5 日 | 华夏银行股份有限 公司吴江支行 | 二、股东股份累计质押的基本情况 三、备查文件 1、证券质押登记证明（部分解除质押登记）； 截至公告披露日，上述股东所持质押股份情况如下： 股东名称 持股数量 （股） 持股 比例 本次解除质 押前质押股 份数量（股） 本次解除质 押后质押股 份数量（股） 占其所 持股份 比例 占公司 总股 ...

Group 1 - The core revenue composition of Kairun Co., Ltd. for the year 2024 is as follows: sales of waterproof materials account for 77.42%, waterproof engineering construction accounts for 21.61%, and other income accounts for 0.97% [1] Group 2 - As of the announcement date, Kairun Co., Ltd. and its subsidiaries have a total guarantee amount of 2.31 billion yuan, which represents 130.02% of the company's most recent audited net assets [3] - All guarantees provided by the company and its subsidiaries are within the scope of consolidated financial statements, with no external guarantees, overdue guarantees, or guarantees involving litigation [3]

证券代码：300715 证券简称：凯伦股份 公告编号:2025-052 关于全资子公司为公司提供担保的公告 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，不存 在虚假记载、误导性陈述或重大遗漏。 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"或"上市公司"）全资子公 司四川凯伦新材料有限公司（以下简称"四川凯伦"）拟以其持有的土地及地上 厂房为公司向北京银行股份有限公司苏州分行（以下简称"北京银行苏州分行"） 申请人民币 29,000.00 万元的贷款增加质押担保。 本次担保事项属于上市公司全资子公司对上市公司提供的担保，根据《深圳 证券交易所创业板股票上市规则》《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》等相关规定，无需提交公司董事会或股东大会 审议。现将具体担保情况披露如下： 二、被担保人情况 | 公司名称 | 江苏凯伦建材股份有限公司 | | --- | --- | | 成立日期 | 2011 年 07 月 13 日 | | 统一社会信用代码 | 9132050057817586XW | | 注册地址 | 苏州市吴江区七都镇亨通大道 8 号 | | ...

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]

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 年龄最大的男性CFO为供职于中国巨石的倪金瑞，现已60岁。万里石的女性CFO朱著香目前58岁，在公司担任副总经理、财务总监。华立股份的董事、财务 总监孙媛媛和凯伦股份（维权）的财务总监季正华年龄最小，仅为35岁。 | 公司名称 | CFO | 年龄 | | --- | --- | --- | | 中国巨石 | 假金瑞 | 60 | | 令隅集团 | 郑宝会 | 58 | | 万里石 | 朱著香 | 58 | | 北玻股份 | 夏冰 | 57 | | 青松建化 | - 陈霞 | 56 11 | | 292 扬子新材 | 滕凤娟 | 56 | | 海南瑞泽 | 张贵阳 | 55 | | 上峰水泥 | 孟维忠 | 55 | | 中旗新材 | 蒋晶晶 | 55 | | 森泰股份 | 周志广 | 55 | 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监 CFO群体薪酬规模合计达42.70亿元，平均年薪为81.48万元。 分行业来看 ...

Core Viewpoint - The listing of companies in the paint industry has become a double-edged sword, often leading to decline rather than growth, with many once-prominent firms now struggling to survive [1][19][25] Group 1: Performance of Listed Paint Companies - Many listed paint companies have shown disappointing performance, with a notable decline in revenue and profitability [3][5][9] - Companies like Yushanshan and Jinlitai have faced severe operational challenges, including leadership instability and financial losses [5][9][15] - The overall trend indicates that the majority of listed paint companies are experiencing a downward trajectory, with only a few exceptions like Sanjiao Tree showing stable growth [1][19] Group 2: Historical Context and Challenges - Historical leaders in the paint industry, such as Xibei Chemical and Shuanghu, have seen their fortunes decline after decades of development, often becoming targets for capital manipulation [3][5][7] - The rapid expansion and subsequent failures of companies like Xibei Chemical highlight the risks associated with aggressive growth strategies [5][9] - The case of Tianjin Lighthouse illustrates how some companies have managed to survive through strategic acquisitions, while others have faded into obscurity [3][5] Group 3: Market Dynamics and Future Outlook - The paint industry is facing significant external pressures, including market downturns and declining demand, which are exacerbating the struggles of listed companies [11][15] - Companies like Aishichuangneng and Feilu are grappling with substantial losses and strategic uncertainties, indicating a broader industry malaise [11][13] - The overall sentiment suggests that the pursuit of listing may not be the panacea for growth, as many firms are finding that it can lead to increased pressure and potential decline [19][25]

Core Viewpoint - The major shareholder of Kairun Co., Ltd. (300715.SZ), Qian Lindi and his family, have executed a significant share transfer to alleviate financial pressure, successfully cashing out approximately 368 million yuan through the transfer of 14.49% of the company's shares [1][5]. Group 1: Share Transfer and Financial Impact - Qian Lindi's family has cumulatively cashed out about 909 million yuan through various methods, including agreement transfers and secondary market reductions, primarily to address financial difficulties [2][7]. - The recent share transfer involved Kairun Holdings transferring 25.10 million shares (6.78% of total shares) to Suzhou Xicai Optoelectronics Technology Co., Ltd. and Chen Xianfeng, with a total transaction price of 368 million yuan at 6.87 yuan per share [4][5]. - Following the share transfer, Kairun Holdings' shareholding decreased from 44.70% to 30.21%, with the family’s financial pressure somewhat alleviated as the pledged share ratio dropped from 74.42% to 66.20% [8][9]. Group 2: Company Performance and Challenges - Kairun Co., Ltd. has faced significant operational challenges, with net profits showing a downward trend since 2021, leading to a total loss of 773 million yuan in non-recurring net profits from 2021 to 2024 [2][9]. - The company's revenue fluctuated from 25.86 billion yuan in 2021 to 23.80 billion yuan in 2024, with net profits of 720 million yuan in 2021 turning into losses of 5.39 billion yuan in 2024 [9][10]. - The financial strain is attributed to the ongoing downturn in the real estate market and issues related to the major shareholder's management practices, including improper fund usage that led to regulatory penalties [11][12]. Group 3: Future Outlook - The company is at a critical juncture, with Qian Lindi needing to devise a strategic plan to navigate the ongoing financial and operational challenges [3][14].

证券代码：300715 证券简称：凯伦股份 公告编号:2025-051 江苏凯伦建材股份有限公司 关于控股股东、实际控制人及一致行动人协议转让 公司部分股份完成过户登记的公告 公司股东凯伦控股投资有限公司、苏州绿融投资合伙企业（有限合伙）、钱 林弟、苏州矽彩光电科技有限公司、陈显锋保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 江苏凯伦建材股份有限公司（以下简称"公司"或"上市公司"）于近日收 到公司股东凯伦控股投资有限公司（以下简称"凯伦控股"）、钱林弟先生、苏州 绿融投资合伙企业（有限合伙）（以下简称"绿融投资"）、苏州矽彩光电科技有 限公司（以下简称"矽彩光电"）、陈显锋先生的通知，凯伦控股、钱林弟先生、 绿融投资向矽彩光电、陈显锋先生协议转让公司部分股份已经在中国证券登记结 算有限责任公司深圳分公司办理完成过户登记手续，并取得《证券过户登记确认 书》，现将具体情况公告如下： 一、本次协议转让基本情况 根据中国证券登记结算有限责任公司出具的《证券过户登记确认书》，过户 股份性质为无限售流通股，过户日期 ...

证券代码：300715 证券简称：凯伦股份 公告编号:2025-050 江苏凯伦建材股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的公告 股东卢礼珺保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 | 卢礼珺于 | 2025 | 年 6 月 18 日至 2025 | 年 7 月 11 | 日通过集中竞价、大宗 | | --- | --- | --- | --- | --- | | | 交易的方式减持公司股份 | 4,375,094 | 股，卢礼珺持股比例由 | 6.98%降至 | | 权益变动过程 | 5.80%，权益变动比例触及 | | 1%的整数倍。卢礼珺减持股份是按照已披露 | | | | | 的计划进行，其减持计划的实施不会对公司治理结构及未来持续经营 | | | | 产生重大影响。 | | | | | | 股票简称 凯伦股份 | | 股票代码 | 300715 | | | 变动类型 增加□ 减少■ | | 一致行动人 | 有□ 无■ | | | （可多选） | | | | | | 是否为第一大股东或实际控制人 | | | 是□ 否■ | | | 2.本 ...