Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 15,266.52 points with a growth rate of 1.06% on October 20, driven by several stocks in the sector showing positive performance [1] Group 1: Stock Performance - Filinger (603226) led the sector with a closing price of 43.16 CNY per share, marking a rise of 7.07% [1] - Iolo Home (603326) followed with a closing price of 9.03 CNY per share, up by 4.39% [1] - Keren Co. (300715) closed at 12.58 CNY per share, reflecting a growth of 3.71% [1] - Conversely, *ST Yazhen (603389) saw a decline, closing at 38.79 CNY per share with a drop of 5.00%, leading the losses in the sector [1] - Jingxue Energy-saving (301010) closed at 20.84 CNY per share, down by 2.16% [1] - Dongpeng Holdings (003012) ended at 7.52 CNY per share, with a decrease of 1.70% [1] Group 2: Market Insights - Guosheng Securities released a report indicating that the consumption of building materials benefits from favorable second-hand housing transactions and consumption stimulus policies, suggesting a long-term potential for market share growth [1] - The demand side for consumer building materials continues to show signs of weak recovery [1] - Prices of upstream raw materials, including asphalt, aluminum alloy, natural gas, styrene, and butyl acrylate, have decreased compared to the previous week [1]

Group 1 - The core transaction of Jingxue Energy involved 216,000 shares traded at a price of 18.61 yuan, totaling 4.0198 million yuan, which accounted for 1.96% of the total trading volume on that day [1] - The transaction price represented a discount of 12.63% compared to the market closing price of 21.3 yuan [1] - The buyer was an institutional investor, while the seller was from CITIC Securities Co., Ltd., Changzhou branch [2]

Core Viewpoint - The renovation and building materials sector experienced a decline of 2.53% on October 17, with the leading stock, Lawson, falling significantly by 6.60% [1][2]. Market Performance - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1]. - The renovation and building materials sector saw a net outflow of 251 million yuan from major funds, while retail investors contributed a net inflow of 178 million yuan [2][3]. Stock Performance - Notable gainers included: - Jingxue Energy (301010) with a closing price of 21.30, up 4.16% [1]. - Huali Co., Ltd. (603038) closed at 20.73, up 2.57% [1]. - Major decliners included: - Lawson (605318) closed at 54.31, down 6.60% [2]. - Ruida Technology (002066) closed at 14.96, down 4.35% [2]. Trading Volume and Value - The trading volume for Jingxue Energy was 95,300 shares, with a transaction value of 202 million yuan [1]. - Lawson had a trading volume of 77,100 shares, with a transaction value of 433 million yuan [2]. Fund Flow Analysis - Major funds showed a net inflow in Huali Co., Ltd. (603038) of 54.43 million yuan, while retail investors had a net outflow of 69.19 million yuan [3]. - The overall fund flow indicates a mixed sentiment among different investor categories within the sector [2][3].

Group 1 - The core point of the article highlights the recent performance of Jingxue Energy-saving Technology Co., Ltd., which saw a stock price increase of 5.14% to 20.24 CNY per share, with a total market capitalization of 2.186 billion CNY [1] - The company specializes in the research, design, production, and sales of energy-saving insulation materials for cold storage and industrial building envelope systems, with 89.88% of its revenue coming from metal-faced energy-saving insulation sandwich panels [1] - The company was established on February 27, 1993, and went public on June 18, 2021, indicating a relatively recent entry into the public market [1] Group 2 - Noan Fund's Noan Multi-Strategy Mixed A Fund entered the top ten circulating shareholders of Jingxue Energy-saving, holding 612,500 shares, which is 0.57% of the circulating shares [2] - The fund has achieved a year-to-date return of 62.9% and a one-year return of 88.6%, ranking 344 out of 8161 and 126 out of 8021 in its category, respectively [2] - The fund manager, Kong Xianzheng, has a tenure of 4 years and 325 days, with a best return of 76.1% during his management period [3]

Core Viewpoint - The company emphasizes its commitment to technological innovation and process improvement, aligning its operations towards green, low-carbon, and environmentally friendly practices [1] Group 1 - The company is actively responding to investor inquiries regarding its focus on technology and innovation [1] - The company encourages stakeholders to monitor its periodic reports published on the Giant Tide Information Network for updates on production, operations, and R&D [1]

Company Overview - Jiangsu Jinxue Energy Saving Technology Co., Ltd. is located in Wujin Economic Development Zone, Jiangsu, and was established on February 27, 1993. The company was listed on June 18, 2021 [1] - The main business involves the research, design, production, and sales of energy-saving insulation materials for cold storage and industrial building envelope systems, with metal-faced energy-saving insulation sandwich panels accounting for 89.88% of revenue [1] Financial Performance - For the first half of 2025, the company achieved operating revenue of 321 million yuan, a year-on-year decrease of 12.78%, and a net profit attributable to shareholders of 9.18 million yuan, down 39.33% year-on-year [1] - Cumulative cash dividends since the A-share listing amount to 75.6 million yuan, with 54 million yuan distributed over the past three years [2] Stock Performance - As of September 29, the stock price increased by 2.06% to 18.87 yuan per share, with a market capitalization of 2.038 billion yuan [1] - Year-to-date, the stock has declined by 19.26%, with a 1.36% drop over the last five trading days and a 3.38% decrease over the last 20 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 9,689, an increase of 1.15% from the previous period, with an average of 11,146 circulating shares per person, a decrease of 1.14% [1] - Among the top ten circulating shareholders, the Noan Multi-Strategy Mixed A fund is the sixth largest, holding 612,500 shares as a new shareholder [2]

Group 1 - The renovation and building materials sector increased by 0.34% compared to the previous trading day, with Yibang Diao Ding leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] - Key stocks in the renovation and building materials sector showed significant price increases, with Yibang Diao Ding rising by 6.23% to a closing price of 23.36 [1] Group 2 - The main capital flow in the renovation and building materials sector showed a net outflow of 38.55 million yuan from institutional investors, while retail investors contributed a net inflow of 31.46 million yuan [3] - The overall capital flow indicates a mixed sentiment, with retail investors showing interest despite the net outflow from institutional investors [3]

Core Viewpoint - Jiangsu Jinxue Energy Saving Technology Co., Ltd. announced the resignation of its board members and management, along with shareholding and reduction commitments related to these departures [1][2][3]. Board Resignation Summary - The fourth board of directors was elected on September 15, 2025, following the expiration of the terms of the third board members [1]. - Wang Jinxiu and Fan Wen both completed their terms and will no longer serve as directors, each holding 0.01 million shares indirectly through Iceberg Cold Chain (SZ.000530) [1]. Supervisory Board Resignation Summary - Huang Fang, Shen Xiongxin, and Yang Xiaodong completed their terms as supervisors, with Huang holding 7.88 million shares (0.07% of total shares) indirectly through Tongde Investment Management Center [2]. - Yang Xiaodong holds 2.37 million shares (0.02% of total shares) indirectly through the same investment center [2]. Senior Management Resignation Summary - Ni Limin completed his term as Vice General Manager and now serves as a technical advisor, holding 25.24 million shares (0.23% of total shares) indirectly through Changzhou Tongde Investment Management Center [2]. Shareholding and Reduction Commitments - Departing personnel must adhere to specific restrictions regarding share transfers, including a 36-month lock-up period for shares held prior to the IPO and a two-year period for any reductions post-lock-up [3]. - After the lock-up period, annual transfers are limited to 25% of their total holdings, and no transfers are allowed within six months of departure [3]. - The company expressed gratitude for the contributions of the departing board members and management to its development [3].

证券代码：301010 证券简称：晶雪节能 公告编号：2025-048 江苏晶雪节能科技股份有限公司 第四届董事会第一次会议决议公告 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。 一、董事会会议召开情况 1、江苏晶雪节能科技股份有限公司（以下简称"公司"）于2025年9月15 日召开2025年第二次临时股东大会选举产生第四届董事会成员后，经全体董事 同意豁免会议通知期限要求，第四届董事会第一次会议通知于当日以电话、口 头等方式送达至各位董事。 2、本次董事会于2025年9月15日在公司会议室以现场与通讯相结合的方式 召开，以记名投票方式表决。 3、本次董事会应出席董事9人，实际出席会议董事9人，其中现场出席董事 8人，通讯出席董事1人。没有董事委托其他董事代为出席或缺席会议。 4、会议由公司董事长贾富忠先生主持，公司高级管理人员列席了会议。 5、会议的召集、召开和表决程序符合有关法律、法规和公司章程的规定。 二、董事会会议审议情况 与会董事对本次会议需审议的议案进行了充分讨论并审议通过了以下议案： 1、审议通过《关于选举公司董事长的议案》 选举贾富忠先生为公 ...

江苏晶雪节能科技股份有限公司 关于完成董事会换届选举暨聘任公司高级管理人员、内审部门负责人的公告 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。 江苏晶雪节能科技股份有限公司（以下简称"公司"）于2025年9月12日召 开职工代表大会选举产生公司第四届董事会职工代表董事；公司于2025年9月15 日召开2025年第二次临时股东大会选举产生第四届董事会董事成员；公司于 2025年9月15日召开第四届董事会第一次会议，审议通过了《关于选举公司董事 长的议案》《关于选举公司第四届董事会专门委员会委员的议案》《关于聘任 公司总经理的议案》《关于聘任公司副总经理的议案》《关于聘任公司财务总 监的议案》《关于聘任公司董事会秘书的议案》《关于聘任公司内控审计部负 责人的议案》。现将有关情况公告如下： 一、第四届董事会组成情况 证券代码：301010 证券简称：晶雪节能 公告编号：2025-049 （一）董事会组成 董事长：贾富忠先生； 非独立董事：贾富忠先生、贾熙先生、贾毅先生、张恭辉先生、徐委先生、 黄昉先生（职工代表董事）； 独立董事：王莉女士、丁兆国先生、吴培军先生。 ...