（文章来源：证券日报） 证券日报网讯 8月26日晚间，海螺水泥发布公告称，公司第十届董事会第二次会议审议通过了《关于修 订公司相关治理制度的议案》等多项议案。 ...

报告期内，因数字物流业务客户的购销量下降，数字物流业务收入及成本下降，使得公司营业收入及营 业成本同比减少，因原煤采购成本和期间费用同比下降，长账龄应收账款清收效果显现致使公司营业利 润、利润总额及归属于母公司股东的净利润指标同比大幅上升。 8月26日，宁夏建材发布2025年半年度报告。 报告期内，公司实现利润总额1.36亿元，同比增长132.30%；归母净利润1.06亿元，同比增长101.24%， 加权平均净资产收益率1.45%，同比上升0.71个百分点，基本每股收益0.22元，同比增长100.00%。 报告显示，2025年上半年，公司实现营业收入255,546.41万元，同比减少40.56%，营业成本228,200.31 万元，同比减少44.17%。 ...

安徽海螺水泥股份有限公司 第一章 总 则 第一条 为进一步提高安徽海螺水泥股份有限公司（以下简称 "公司"或"本公司"）的规范运作水平，增强信息披露的真实性、 准确性、完整性和及时性，提高年报信息披露的质量和透明度，根 据《公开发行证券的公司信息披露内容与格式准则第2号——年度报 告的内容与格式》，以及有关法律、法规、规范性文件和《安徽海 螺水泥股份有限公司章程》（以下简称"《公司章程》"）、本公 司《信息披露事务管理办法》的有关规定，结合公司实际情况，特 制定本办法。 第二条 本办法是指年报信息披露工作中有关人员不履行或者 不正确履行职责、义务或其他个人原因，对公司造成重大经济损失 或造成不良社会影响时的追究与处理制度。 第三条 本办法适用于公司董事、高级管理人员、各相关单位 负责人、控股股东及实际控制人、以及与年报信息披露工作有关的 其他人员。 第四条 本办法遵循的原则：实事求是、客观公正、有错必究； 过错与责任相适应；责任与权利对等。 第五条 公司董事会秘书室在董事会秘书领导下负责收集、汇 总与追究责任有关的资料，按本办法的规定提出相关处理方案，逐 级上报公司董事会批准。 -1- 第二章 责任的认定及追 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600668 | 尖峰集团 | 12.69 | 2.01% | 24.80万 | | 3.13亿 | | 000672 | 上峰水泥 | 9.34 | 1.63% | 22.75万 | | 2.11亿 | | 600449 | 宁夏建材 | 14.52 | 1.54% | 14.93万 | | 2.17亿 | | 002205 | 国统股份 | 14.69 | 1.31% | - 16.76万 | | 2.48亿 | | 002233 | 塔牌集团 | 8.98 | 1.24% | 16.26万 | | 1.45亿 | | 601992 | 金偶集团 | 1.71 | 1.18% | 86.81万 | | 1.48亿 | | 603616 | 韩建河山 | 5.86 | 0.86% | 20.67万 | | 1.21亿 | | 003037 | 三和营桩 | 9.29 | 0.76% | 20.00万 | | 1.85亿 | | 6 ...

Core Viewpoint - The company reported a decrease in revenue but a significant increase in net profit, indicating a potential shift in operational efficiency or cost management strategies [1] Financial Performance - The company's operating revenue for the first half of 2025 was 2.272 billion yuan, representing a year-on-year decrease of 5.02% [1] - The net profit attributable to shareholders was 247 million yuan, showing a year-on-year increase of 44.53% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 282 million yuan, reflecting a year-on-year growth of 33.47% [1] - Basic earnings per share were reported at 0.26 yuan [1]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Sichuan Jinding, including stock price movements and trading volumes [1][2] - As of August 25, Sichuan Jinding's stock price increased by 2.39% to 10.71 yuan per share, with a total market capitalization of 3.738 billion yuan [1] - The company has seen a year-to-date stock price increase of 63.76%, with a recent decline of 1.02% over the last five trading days [1] Group 2 - Sichuan Jinding's main business involves non-metallic mineral mining, processing, and product sales, with limestone accounting for 78.28% of its revenue [1] - The company operates in the building materials sector, specifically in cement manufacturing, and is associated with concepts such as new energy and lithium batteries [2] - For the first quarter of 2025, Sichuan Jinding reported a revenue of 126 million yuan, representing a year-on-year growth of 46.19%, and a net profit of 18.03 million yuan, up 353.64% year-on-year [2] Group 3 - Sichuan Jinding has distributed a total of 155 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]

Group 1 - The stock price of Beijing Jinyu Group increased by 2.38% on August 25, reaching 1.72 CNY per share, with a total market capitalization of 18.366 billion CNY [1] - The company has seen a year-to-date stock price decline of 0.58%, but has experienced a 6.17% increase over the last five trading days and a 15.44% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on July 21, where it recorded a net buy of -22.7325 million CNY [1] Group 2 - Beijing Jinyu Group, established on December 22, 2005, and listed on March 1, 2011, operates in sectors including cement, ready-mixed concrete, new building materials, real estate development, and property management [2] - The company's revenue composition includes 37.15% from bulk commodity trading, 28.83% from product sales, and 26.33% from housing sales, among other sources [2] - As of March 31, 2025, the company reported a revenue of 16.867 billion CNY, a year-on-year increase of 31.42%, and a net profit of -1.235 billion CNY, a year-on-year increase of 5.65% [2] Group 3 - Since its A-share listing, Beijing Jinyu Group has distributed a total of 7.825 billion CNY in dividends, with 1.516 billion CNY distributed over the last three years [3] - As of March 31, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with both reducing their holdings compared to the previous period [3]

近期，湖南省娄底市新化县发生一起涉企环保监督纠纷，引发社会关注。8月21日，由新化县综治 中心、县公安局、娄底市生态环境局新化分局、枫林街道办事处等部门组成的联合调查组发布相关情况 通报。 一、事情经过 日前，谢某新在事先未征得枫林街道某水泥厂同意的情况下，独自进入该企业采石场工作区域拍摄 破碎机工作时产生的扬尘视频后上传网络，并点名要求新化县环保部门负责人核查。8月16日，新化县 环保部门邀请袁某南、李某政等人进入该企业参与企业环保问题座谈，谢某新、赵某华一同乘车随行。 李某政、袁某南下车后在办公楼前用手机拍摄在场人员，引发企业员工曾某雄、当地群众袁某华不满， 双方发生言语冲突。经环保执法人员刘某等人劝阻后袁某南等人乘车离去。当日，袁某南、李某政、谢 某新将现场冲突视频剪辑后发在其个人短视频账号。 二、部门核查情况 三、纠纷调解情况 针对袁某南、谢某新、李某政等人反映其在企业开展环保监督时遭围堵辱骂的情况，新化县综治中 心先后两次组织涉事企业与有关当事人进行调处。因袁某南、谢某新、曾某雄、袁某华等人未到现场， 调解未能取得进展。 娄底市生态环境局新化分局对涉事企业进行了调查，确认该企业环保设施运行正常，采石 ...

Investment Rating - The investment rating for the construction materials industry is "Positive" (maintained) [1] Core Insights - The construction materials industry has made significant progress in energy conservation and carbon reduction, with six major sub-industries releasing carbon reduction technology guidelines and a notable increase in the share of clean energy [3][4] - The cement industry is expected to benefit from national policies aimed at controlling cement clinker production capacity and improving energy efficiency standards [3] - The report recommends several companies within the construction materials sector, including SanKeTree, Dongfang Yuhong, Weixing New Materials, and Jianlang Hardware, as well as beneficiaries like Beixin Building Materials and Haizhu Cement [3] Summary by Sections Market Performance - The construction materials index rose by 2.91% from August 18 to August 22, 2025, underperforming the CSI 300 index by 1.27 percentage points [4][13] - Over the past three months, the CSI 300 index increased by 13.42%, while the construction materials index rose by 16.67%, outperforming the CSI 300 by 3.25 percentage points [4][13] - In the past year, the CSI 300 index increased by 30.86%, and the construction materials index rose by 35.30%, outperforming the CSI 300 by 4.44 percentage points [4][13] Cement Sector - As of August 22, 2025, the average price of P.O42.5 bulk cement was 280.47 CNY/ton, reflecting a 1.94% increase from the previous period [6][24] - The clinker inventory ratio was 64.62%, showing a decrease of 1.56 percentage points [6][24] - Regional price trends varied, with notable increases in East China (+5.05%) and Central China (+6.53%), while South China saw a decrease of 2.82% [24][26] Glass Sector - The average spot price for float glass was 1187.88 CNY/ton, down by 1.78% from the previous period [6][81] - The inventory of float glass increased by 28 million weight boxes, a rise of 0.50% [6][83] - The price of photovoltaic glass remained stable at 116.41 CNY/weight box [6][87] Fiberglass Sector - The market prices for fiberglass remained stable, with some flexibility in transactions noted [6][19] - The report highlights the performance of various companies within the fiberglass sector, indicating a generally positive trend [6][19] Consumer Building Materials - The prices of raw materials for consumer building materials showed slight fluctuations, with specific price data provided for various materials [6][20]

福建水泥股份有限公司2025 年半年度报告摘要 公司代码：600802 公司简称：福建水泥 福建水泥股份有限公司 福建水泥股份有限公司2025 年半年度报告摘要 第一节 重要提示 展规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 无。 第二节 公司基本情况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 A股 上海证券交易所 福建水泥 600802 联系人和联系方式 董事会秘书 证券事务代表 姓名 陈胜祥 林国金 电话 0591-87617751 0591-87617751 办公地址 福建省福州市晋安区塔头路 福建省福州市晋安区塔头路 电子信箱 chensx311@163.com linzy2010@qq.com 单位：元 币种：人民币 本报告期末比 本报告期末 上年度末 上年度末增减(%) 总资产 3,736,604,749.85 3,584,888,727.16 4.23 归属于上市公司股东的净资产 1,215,130,739.52 1,095,409,464.39 10.93 本报告期比 本报告期 ...