| 新股发行及今日交易提示 | 2025/6/9 | 星期一 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/6/9 | 内地市场权益提示 | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | | | | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=603389&announcementId=122378 | 要约收购 | 603389 | *ST亚振 | 要约申报期：2025年6月10日至2025年7月9日 | 9053&orgId=9900026793&announcementTime=2025 | -06-06 | | | | https://www.cninfo.com.cn/new/disclosure/detail?plate=szse&orgId=9900010033&stockCode=0 | 002336 | *ST人乐 | 退市整理期起始日 | : | 2025年6月13日 | 02336&an ...

证券研究报告 唐志玮 tangzhiwei@huayuanstock.com 建筑材料 行业定期报告 hyzqdatemark 2025 年 06 月 09 日 证券分析师 戴铭余 SAC：S1350524060003 daimingyu@huayuanstock.com 王彬鹏 SAC：S1350524090001 wangbinpeng@huayuanstock.com 郦悦轩 SAC：S1350524080001 liyuexuan@huayuanstock.com 朱芸 SAC：S1350524070001 zhuyun@huayuanstock.com 板块表现： 三峡水运新通道带来新需求空间，潜在投资机会或先行 投资评级： 看好（维持） ——建筑材料行业周报（25/06/02-25/06/08） 投资要点： 风险提示：经济恢复不及预期，化债力度不及预期，房地产政策不及预期 请务必仔细阅读正文之后的评级说明和重要声明 联系人 三峡水运新通道带来新需求空间，潜在投资机会或先行。2024 年 6 月 6 日，交 通运输部发布《关于新时代加强沿海和内河港口航道规划建设的意见》，明确提 及优化主干线大通道， ...

Market Overview - The market experienced a slight pullback, but micro-cap stocks continued to reach new highs [3] - The Shanghai Composite Index rose by 0.04%, while the Shenzhen Component and ChiNext Index fell by 0.19% and 0.45% respectively [3] - The micro-cap stock index surged by 1.3%, setting a new historical high [3] Agricultural Chemicals Sector - The agricultural chemicals sector showed strong performance, with stocks like Lianhua Technology achieving a seven-day six-board streak, and Su Li Co. hitting two consecutive boards [22][23] - The sector saw a peak increase of 3.5% during the day, ultimately closing up by 2.25% [24] - The rise was attributed to new catalysts, including a price adjustment announcement from ST Hongyang regarding its chlorantraniliprole product [25][26] Football Sector - The football concept saw a significant rebound in the afternoon, with stocks like Gongchuang Turf hitting a five consecutive board limit [5][6] - Jinling Sports experienced a daily increase of over 30%, closing nearly 9% higher [7] - The catalyst for this rise was a circulated document regarding the hosting of the 2025 Sichuan Amateur Football League [8] Hainan Sector - The Hainan-related stocks experienced two waves of trading activity, with Hainan Ruize and Luoniushan hitting the limit up [10][12] - The surge was linked to news about Hainan providing global internet access to promote free trade port construction [12][16] - The market also saw a collective rise in related stocks, including Nanjing Technology and Renzi Hang, following the news [16] Chongqing Sector - Chongqing local stocks showed unusual activity, with Chongqing Construction leading the charge [18] - The rise was associated with the announcement of a tender for the "Three Gorges Water Transport New Channel Project" [18][19] - Other stocks in the sector, such as Zhongshe Consulting and Chongqing Port, also experienced significant movements [19] Summary - The market displayed mixed performance with micro-cap stocks thriving while larger indices faced declines [3] - The agricultural chemicals sector is buoyed by strong individual stock performances and industry catalysts [22][24] - The football sector's rebound was driven by speculative trading based on potential league announcements [5][8] - Hainan and Chongqing sectors capitalized on specific news events, leading to notable stock movements [10][18]

| 转债代码：110064 | 转债简称：建工转债 | | | | | --- | --- | --- | --- | --- | | 证券代码：600939 债券代码：254104 | 证券简称：重庆建工 债券简称：24 | 渝建 01 | 公告编号：临 | 2025-061 | 重庆建工集团股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 重庆建工集团股份有限公司（以下简称"本公司"或"公司"）股 票于 2025 年 6 月 4 日—6 月 6 日连续三个交易日收盘价格涨幅偏离 值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属 于股票交易异常波动。 经公司自查并书面函询公司控股股东，截至公告披露日，除本 公司已披露事项外，不存在应披露而未披露的重大信息。 生产经营风险：2025 年 4 月 30 日，公司在上海证券交易所网 站披露《重庆建工 2024 年年度报告》和《重庆建工 2025 年第一季度 报告》：2024 年归属于上市公司股东的净利润为-43 ...

6月6日，A股早盘窄幅震荡，超2900只个股下跌，半日成交额7467亿，较上个交易日放量324亿。截至 收盘，沪指跌0.06%，深成指跌0.18%，创业板指跌0.48%。 消息面上，因特朗普与马斯克关系恶化，隔夜美股高开低走，三大指数集体收跌，大型科技股多数下 跌，特斯拉暴跌逾14%市值跌破万亿。 盘面上，市场热点轮动较快，煤炭、银行等高股息风格活跃，大有能源涨停；有色金属板块走强，白银 方向领涨，湖南白银等涨停；化工板块走高，氟化工方向领涨，三美股份、巨化股份双双创历史新高； 固态电池概念拉升，海辰药业20%涨停；存储芯片概念异动，好上好涨停；此外，军工、建筑装饰等板 块盘中均轮动表现。下跌方面，IP经济、宠物经济等新消费概念走低，足球概念回调，游戏、汽车等板 块跌幅居前。 展望后市，中国银河认为，短期内，市场或仍维持震荡格局，关注外部关税的变化与国内政策的落地节 奏。 热门板块 1、有色金属板块走强 有色金属板块走强，白银方向领涨，白银有色、湖南白银、厦门信达等涨停，兴业银锡、盛达资源等跟 涨。 点评：消息面上，周四现货白银一度暴涨4.5%，触及每盎司36美元整数关口的上方，创下2012年2月以 来最高水 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 | 은 한 가지 | 公司 | 主题内容 | | --- | --- | --- | | 被执行人 | 平凉城投 | 中证鹏元关注公司被列为被执行人及担保风险事项 | | 违约进展 | 华阳经贸 | 18 华阳经贸 CP001 等2 只债券发行人涉嫌犯罪被检察机关提起公 1/7 | | 法律诉讼 | 凉山州发展集团 | 终审判决维持原判,需支付重庆建工 2111.51 万元及利息 | | 法律诉讼 | 宏财集团 | 涉及两起重大诉讼,合计执行标的超6亿元 | 【中证鹏元：关注平凉城投被列为被执行人及担保风险事项】 中证鹏元发布关注公告称，公司关注到平凉市城乡发展建设投资集团有限公司因担保事项被列为被执行 人，执行标的合计2.07亿元，相关债务置换方案正在推进中，若无法解决可能加大公司资金压力。同时 公司作为平凉市城市开发建设的主要主体，对外部支持的依赖较强，需持续关注后续进展对公司信用状 况的影响。 2025年4月15日，平凉城投子公司平凉惠通公商务用车服务有限公司已被注销，同时其另一子公司平凉 市惠城物业服务有限责任公司2024年净利润大幅减少，2024年度 ...

Group 1 - The construction and housing sectors are experiencing increased activity, with companies such as Renzhi Co., Ltd. (002629) and Chongqing Construction (600939) hitting the daily limit up [1] - The Director of the Standards and Quotas Department of the Ministry of Housing and Urban-Rural Development, Yao Tianwei, emphasized that building "good houses" does not equate to building "large houses" or "expensive houses," but rather focuses on good design, construction, materials, and services to address pain points in living conditions and enhance housing quality [1] Group 2 - There is a surge of dark pool funds flowing into these stocks, indicating increased investor interest [2]

Group 1 - The company held its 42nd meeting of the fifth supervisory board on June 4, 2025, with all six supervisors present, confirming the legality and validity of the meeting procedures [1][2] - The supervisory board approved the proposal to accept guarantees from the controlling shareholder and pay guarantee fees, with a unanimous vote of 6 in favor [1] - The board also approved a proposal to provide guarantees for the controlling shareholder's credit application to financial institutions, again with a unanimous vote of 6 in favor [1] - A proposal for providing mortgage guarantees between wholly-owned subsidiaries of the company was also approved, pending submission to the shareholders' meeting for further review [2]

Group 1 - The annual general meeting of Chongqing Construction Group Co., Ltd. is scheduled for June 25, 2025, at 14:30 [1][3] - The meeting will be held at the company's office located at 1596 Jinkai Avenue, Chongqing Liangjiang New Area [1][3] - Shareholders can participate in the voting through the Shanghai Stock Exchange's online voting system on the same day [1][3] Group 2 - The agenda includes the review of the 2024 annual salary execution and the 2025 salary distribution plan for directors and supervisors [2][4] - Other items on the agenda include the execution of daily related transactions for 2024 and the expected transactions for 2025 [2][4] - The meeting will also discuss providing guarantees for the controlling shareholder's credit applications to financial institutions [2][4] Group 3 - Shareholders must register to attend the meeting, with the registration deadline set for June 23, 2025 [5][6] - The registration can be done in person or through written authorization for representatives [5][6] - Multiple accounts held by shareholders can participate in the voting, but the first voting result will be considered valid [4][6] Group 4 - The company will provide contact information for inquiries related to the meeting, including a phone number and address [7] - Shareholders are responsible for their own travel and accommodation expenses when attending the meeting [7]

Summary of Key Points Core Viewpoint - The company is providing additional collateral guarantees for its wholly-owned subsidiary, Chongqing Construction Eleventh Engineering Co., Ltd., to support its operational needs and ensure business continuity. Group 1: Guarantee Overview - The company is providing a joint liability guarantee of up to 50 million yuan for the loan application of Chongqing Construction Eleventh Engineering Co., Ltd. from Chongqing Bank [2] - The additional collateral is a residential property valued at 10.3135 million yuan, owned by Chongqing Construction Ninth Engineering Co., Ltd. [2][3] - As of March 31, 2025, the total guarantee amount provided to the Eleventh Engineering Company is 121.9 million yuan, excluding this new guarantee [1][2] Group 2: Financial Data of the Guaranteed Entity - As of December 31, 2024, the total assets of Chongqing Construction Eleventh Engineering Co., Ltd. were 1,909.4944 million yuan, with total liabilities of 1,665.1127 million yuan, resulting in a debt-to-asset ratio of approximately 87.2% [3] - As of March 31, 2025, the total assets were 1,845.7424 million yuan, with total liabilities of 1,599.095 million yuan, maintaining a debt-to-asset ratio of approximately 86.6% [3] Group 3: Internal Decision-Making Process - The board of directors approved the proposal for providing collateral guarantees, and the supervisory board also approved it unanimously [2][4] - Due to the debt-to-asset ratio exceeding 70%, the guarantee must be submitted for shareholder approval [2][4] Group 4: Necessity and Reasonableness of the Guarantee - The additional collateral is deemed necessary to meet the operational needs of the Eleventh Engineering Company and aligns with the company's overall development strategy [4] - The company maintains actual control over both the Ninth and Eleventh Engineering Companies, allowing it to manage credit risks effectively [4] Group 5: Cumulative Guarantee Information - As of March 31, 2025, the total amount of guarantees provided by the company and its subsidiaries is 5.549 billion yuan, within the annual guarantee limit [4] - The company has no overdue external guarantees [4]