天眼查App显示，近日，惠州市和顺建材有限公司成立，法定代表人为吴凤娇，注册资本10万人民币， 经营范围为一般项目：建筑物清洁服务；城市公园管理；园林绿化工程施工；对外承包工程；工程造价 咨询业务；针纺织品销售；玻璃纤维及制品销售；家居用品销售；建筑装饰材料销售；门窗销售；金属 制品销售；家具安装和维修服务；专业保洁、清洗、消毒服务；建筑防水卷材产品销售；五金产品零 售；轻质建筑材料销售；涂料销售（不含危险化学品）；住宅水电安装维护服务；塑料制品销售；家具 销售；土石方工程施工；消防技术服务；劳务服务（不含劳务派遣）；规划设计管理；信息技术咨询服 务；绘图、计算及测量仪器销售；建筑用钢筋产品销售；水泥制品销售；建筑陶瓷制品销售；建筑工程 机械与设备租赁；国内贸易代理；图文设计制作；专业设计服务；电线、电缆经营；劳动保护用品销 售；城乡市容管理；城市绿化管理；打捞服务；水污染治理；办公服务；办公用品销售；咨询策划服 务；企业管理咨询；信息咨询服务（不含许可类信息咨询服务）；农副产品销售；休闲观光活动；农业 园艺服务；广告制作；花卉种植；树木种植经营（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动）许可 ...

格隆汇12月2日丨金隅冀东(000401.SZ)在投资者互动平台表示，公司2022年6月回购的2658万股股份已 于今年6月份用于股权激励，目前，暂无股份回购计划。 ...

Core Insights - A new individual business named "Nuo Nuo Building Materials Operation Department" has been established in Xianning City, Xiang'an District, with a registered capital of 10,000 RMB [1] Company Overview - The legal representative of the business is Zou Yuanyuan [1] - The business scope includes manufacturing and sales of lightweight building materials, sales of lime and gypsum, sales of cement products, sales of building materials, and leasing of machinery and equipment [1] - The business is permitted to engage in road cargo transportation (excluding hazardous goods) [1] Regulatory Compliance - The business can operate independently in projects that are not prohibited or restricted by laws and regulations [1] - Specific business activities are subject to approval by relevant authorities, and operations can only commence after obtaining the necessary permits [1]

金隅冀东（000401.SZ）12月2日在投资者互动平台表示，公司2022年6月回购的2658万股股份已于今年6 月份用于股权激励，目前，暂无股份回购计划。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问是否有计划回购股份？ ...

天眼查App显示，近日，临沂晟扬建材有限公司成立，法定代表人为杨子文，注册资本10万人民币，经 营范围为一般项目：五金产品零售；塑料制品销售；塑料制品制造；家具零配件销售；门窗销售；金属 工具制造；门窗制造加工；密封件制造；密封件销售；耐火材料销售；消防技术服务；货物进出口；技 术进出口；橡胶制品制造；密封用填料销售；密封用填料制造；建筑材料销售；建筑装饰材料销售。 （除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Industry Overview - The A-share market experienced fluctuations in November, with a brief "high to low" style switch that lacked clarity in the main themes, while dividend stocks showed slight relative performance [2] - Global stock markets saw declines, influenced by fluctuating expectations regarding the Federal Reserve's interest rate cuts and concerns over potential AI asset bubbles [2] - The outlook suggests that style switching may not be sustainable in the short term, with a focus on large-cap growth styles until early next year [2] Energy and Basic Materials - The "anti-involution" policy is advancing, leading to a divergence in demand between old and new economies, with the Federal Reserve's interest rate cut pace under observation [2] - Prices for various commodities showed mixed performance: thermal coal up 6%, lithium carbonate up 16%, while coking coal and iron ore prices fell by 17% and 1% respectively [2] - The U.S. government has resumed operations, alleviating some liquidity concerns, but the job market remains resilient, warranting attention to future Federal Reserve meetings [2] Industrial Products - The domestic real estate chain remains weak, while emerging markets present significant opportunities for exports [3] - In October, domestic excavator sales grew by 2% year-on-year, while export sales increased by 13% [3] - The photovoltaic industry chain has seen a slowdown in price increases, with prices for polysilicon and solar cells remaining stable month-on-month [3] Consumer Products - Traditional consumer sectors are struggling, with policies aimed at boosting consumption being gradually introduced [4] - Home appliance sales have declined significantly, with washing machines, refrigerators, and air conditioners down by 23%, 27%, and 24% year-on-year respectively [4] - The Central Committee has emphasized the need to stimulate consumption, with plans to create three trillion-level consumption sectors by 2027 [4] Technology - Continuous innovation in AI applications is noted, with domestic models progressing steadily [5] - The technology sector's leading stocks faced adjustments in November, but companies in communication equipment are expected to benefit from increased capital expenditure in North America [5] - The gaming sector remains robust, with 166 game licenses issued in October, maintaining a high level [5] Financial Sector - Bank stocks are attracting long-term capital due to their high dividend yields and stable earnings [6] - The insurance sector saw an 8% year-on-year increase in premium income in October, with total assets growing by approximately 16% [6] - The average daily trading volume in the A-share market fell to 1.9 trillion yuan in November, indicating a decline in market activity [6] Real Estate - The focus remains on destocking and debt reduction, with significant policy support anticipated [6] - In November, the sales area of commercial housing in 30 major cities fell by 36% year-on-year, although it rose by 1% month-on-month [6] - The price index for new and second-hand residential properties in 70 major cities declined by 2.6% and 5.4% year-on-year respectively [6] Recommendations - Focus on AI applications, particularly in domestic computing power, optical modules, and cloud computing infrastructure, as well as sectors like innovative drugs and energy storage [7] - Certain non-ferrous metals are expected to benefit from global monetary order restructuring and demand recovery [7] - Export performance is currently stronger than domestic demand, with companies in sectors like electrical equipment and engineering machinery showing promising prospects [7]

天眼查App显示，近日，盐城市鑫昌华建材有限公司成立，法定代表人为林露露，注册资本30万人民 币，经营范围为许可项目：建设工程施工；建筑劳务分包；施工专业作业；道路货物运输（不含危险货 物）；住宅室内装饰装修（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目 以审批结果为准）一般项目：建筑材料销售；建筑装饰、水暖管道零件及其他建筑用金属制品制造；金 属制品销售；隔热和隔音材料制造；建筑装饰材料销售；金属材料销售；建筑防水卷材产品销售；非金 属矿及制品销售；五金产品批发；建筑用金属配件销售；高性能有色金属及合金材料销售；新型建筑材 料制造（不含危险化学品）；劳务服务（不含劳务派遣）（除依法须经批准的项目外，凭营业执照依法 自主开展经营活动）。 ...

天眼查App显示，近日，溧阳市逸盛建材有限公司成立，法定代表人为黄逸，注册资本50万人民币，经 营范围为一般项目：建筑材料销售；五金产品批发；五金产品零售；水泥制品销售；建筑用钢筋产品销 售；金属材料销售；建筑装饰材料销售；照明器具销售；电线、电缆经营；建筑工程机械与设备租赁； 机械设备销售；建筑工程用机械销售；土石方工程施工；劳务服务（不含劳务派遣）（除依法须经批准 的项目外，凭营业执照依法自主开展经营活动）。 ...

谷喻（财经评论员、高级经济师） 根据国家统计局公布的11月份PMI数据，整体呈现制造业企稳回升、建筑业动能积聚、服务业短期调整 的阶段性图景。中国经济展现出在复杂环境中持续修复、结构不断优化的韧性特征，表明前期稳增长政 策成效渐显。同时，也为下一阶段实施精准宏观调控、激发消费潜能、培育新发展动能奠定了基础。 量。近期地方政府债务风险化解进程的提速，缓解了地方项目实施的财政约束，也对稳定整体投资预期 起到了积极作用。 再次，价格类指数普遍回升，反映出供需结构趋于优化，企业盈利环境正得到边际改善。11月份制造业 主要原材料购进价格指数和出厂价格指数均上升，这表明在需求端逐步恢复与企业生产活动回暖的共同 作用下，市场供需关系正朝着更为平衡的方向发展。这一趋势反映出前期对钢铁、建材等重点行业实施 的产能治理与结构优化政策显现出积极效果，有助于缓解部分行业过度竞争和"内卷"压力。价格传导机 制初步得到畅通，制造企业的成本压力有望通过产品定价得到一定程度的疏导，整体盈利空间有望迎来 边际修复。 展望未来，宏观政策预计将更加精准协同。对制造业特别是中小企业、高技术制造业的支持政策需保持 连续性和稳定性，以巩固复苏向好势头， ...

天眼查App显示，近日，邢台弘基建材有限责任公司成立，法定代表人为郭全民，注册资本10万人民 币，经营范围为一般项目：石灰和石膏制造;技术玻璃制品制造;石灰和石膏销售;选矿;建筑材料销售;非 金属矿及制品销售;电气设备修理;机械电气设备销售;园林绿化工程施工;城市绿化管理;五金产品批发;五 金产品零售;建筑用金属配件销售;金属材料销售;劳务服务（不含劳务派遣）;技术玻璃制品销售;日用玻 璃制品制造;玻璃制造（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：建 筑劳务分包（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以批准文件或 许可证件为准）。 ...