（编辑 王雪儿） 证券日报网讯 东方雨虹10月20日在互动平台回答投资者提问时表示，公司自成立以来，依托建筑建材 系统综合优势，积极参与海内外众多大型体育场馆建设，包括鸟巢、水立方、冰丝带、奥运村等大型体 育场馆，以及常州奥体中心体育场、海门体育中心体育场、南京奥体中心体育场、昆山奥体中心体育 场、徐州奥体中心体育场等"苏超"赛用场馆。此外，公司还参与建设了援贝宁体育场改扩建项目、援加 纳体育场项目、援科特迪瓦阿比让体育场项目、援多哥体育场维修项目、援刚果金体育场维修、援毛里 塔尼亚奥林匹克体育场维修项目、援巴巴多斯体育馆维修改造项目、加蓬体育场项目等众多海外大型体 育场馆项目。 ...

上 市 公 司 建筑材料 2025 年 10 月 20 日 北新建材 (000786) ——石膏板再次提价，Q4 业绩改善再添动力 报告原因：有信息公布需要点评 增持（维持） | 市场数据： | 2025 年 10 月 17 日 | | --- | --- | | 收盘价（元） | 23.99 | | 一年内最高/最低（元） | 33.65/23.38 | | 市净率 | 1.6 | | 股息率%（分红/股价） | 3.61 | | 流通 A 股市值（百万元） | 39,223 | | 上证指数/深证成指 | 3,839.76/12,688.94 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 15.48 | | 资产负债率% | 23.01 | | 总股本/流通 A 股（百万） | 1,700/1,635 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 10-17 11-17 12-17 01-17 02-17 03-17 04-17 05-17 06-1 ...

国盛证券发布建筑材料行业研究报告称，消费建材受益二手房交易向好、消费刺激等政策，且具备长期 提升市占率的逻辑，估值弹性大。市场变动来看，消费建材需求端延续弱复苏状态，上游原材料中，沥 青、铝合金、天然气、苯乙烯、丙烯酸丁酯价格环比上周下降。 北京商报讯(记者翟枫瑞)10月20日，装修建材板块午盘小幅增长，以15266.52点收盘，涨幅为1.06%。在 板块带动下，多只装修建材股午盘股价实现增长。菲林格尔（603226）午盘以43.16元/股收盘，涨幅为 7.07%，领涨装修建材股。我乐家居（603326）午盘以9.03元/股收盘，涨幅为4.39%，涨幅位列装修建 材股第二。凯伦股份（300715）午盘以12.58元/股收盘，涨幅为3.71%，涨幅位列装修建材股第三。除 此之外，*ST亚振（603389）午盘以38.79元/股收盘，跌幅为5.00%，领跌装修建材股。晶雪节能 （301010）午盘以20.84元/股收盘，跌幅为2.16%，跌幅位列装修建材股第二。东鹏控股（003012）午 盘以7.52元/股收盘，跌幅为1.70%，跌幅位列装修建材股第三。 ...

显著增长糖尿病估测数据（20-79岁人群） 二是采取主动且具前瞻性的投资策略，以应对结构性转型带来的不均衡影响——不同行业与地区的 赢家与输家将呈现巨大差异。 三是充分把握欧洲市场更广泛的"机会集"（opportunities set），这一点在当今波动加剧、分化显著 的市场环境中尤为重要。 建议重点关注那些具备稳健的基本面和长期增长潜力但市场持续下修其盈利预期的公司。这意味着 需要发掘那些拥有具备财务韧性、能够抵御周期性衰退，并能受益于长期趋势的持久商业模式。 在实践中，投资者可以从筛选"机会集"入手。例如，寻找错误定价的迹象，识别那些经历了股价显 著下跌且盈利预期下修，但盈利下修速度正在放缓的公司，这往往预示着潜在拐点的出现。然后从大约 200至300家公司的初选池中，进一步评估资产负债表的稳健性、对结构性利好的敞口，以及长期发展方 向，即那些被短期市场噪音所掩盖的积极基本面。 在笔者看来，理解并顺应那些驱动业绩增长的长期因素，是投资策略取得成功的关键。欧洲目前所 经历的快速变化使得这一点变得尤为重要。我们的研究发现，食品和建筑材料领域的一些公司有望受益 于长期结构性驱动因素，例如不断变化的消费者需求模式 ...

证券时报•数据宝统计显示，法狮龙所属的建筑材料行业，目前整体涨幅为0.55%，行业内，目前股价上 涨的有55只，涨幅居前的有法狮龙、九鼎新材、凯伦股份等，涨幅分别为8.62%、4.15%、3.71%。股价 下跌的有16只，跌幅居前的有中旗新材、晶雪节能、友邦吊顶等，跌幅分别为1.95%、1.78%、1.70%。 公司发布的半年报数据显示，上半年公司共实现营业收入2.31亿元，同比下降5.35%，实现净利 润-761.21万元，同比下降26.30%，基本每股收益为-0.0600元。（数据宝）注：本文系新闻报道，不构 成投资建议，股市有风险，投资需谨慎。 （原标题：法狮龙股价又创新高，今日涨8.62%） 法狮龙股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有12个交易日股价刷新历史纪 录。截至11:25，该股目前上涨8.62%，股价报58.99元，成交500.42万股，成交金额2.86亿元，换手率 3.98%，该股最新A股总市值达74.17亿元，该股A股流通市值74.17亿元。 ...

Core Insights - The Social Security Fund has disclosed its stock holdings for the third quarter, appearing in the top ten shareholders of 12 companies, with a total holding of 121 million shares valued at 5.991 billion yuan [1][2] - The fund has reduced its holdings in 5 stocks, initiated positions in 3 stocks, and increased its holdings in 4 stocks during this period [1] Holdings Overview - The company with the highest number of Social Security Fund shareholders is Sanhe Tree (三棵树), with 3 fund combinations listed among the top ten shareholders, holding a total of 15.024 million shares, accounting for 2.04% of the circulating shares [1] - The stock with the highest holding percentage by the fund is also Sanhe Tree at 2.04%, followed by Yingxi Network (萤石网络) at 1.94%, and other notable companies include Haida Group (海大集团), Jinling Mining (金岭矿业), and Jiuzhou Pharmaceutical (九洲药业) [1] Performance Metrics - Among the stocks held by the Social Security Fund, 10 companies reported year-on-year net profit growth in their third-quarter reports, with Sanhe Tree achieving a net profit of 744 million yuan, a year-on-year increase of 81.22% [2] - The fund's holdings are primarily concentrated in the pharmaceutical, agriculture, and construction materials sectors, with 2 stocks each from these industries represented [2] Market Performance - Since October, the average performance of the Social Security Fund's major holdings has declined by 1.82%, underperforming the Shanghai Composite Index [2] - Jinling Mining has shown the best performance with a cumulative increase of 12.17%, while the stock with the largest decline is Yingwei Ke (英维克), which has dropped by 13.89% [2]

天眼查App显示，近日，西山区浩昌建筑材料经营部（个体工商户）成立，法定代表人为翟文涛，注册 资本1万人民币，经营范围为一般项目：建筑材料销售；建筑装饰材料销售；建筑砌块销售；轻质建筑 材料制造；建筑陶瓷制品销售；建筑防水卷材产品销售；轻质建筑材料销售；五金产品批发；橡胶制品 销售；水泥制品销售；金属制品销售；金属材料销售；非金属矿及制品销售；普通机械设备安装服务； 住宅水电安装维护服务；金属门窗工程施工(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)。 ...

Core Viewpoint - The A-share market experienced a decline today, with the Shanghai Composite Index dropping by 1.39% and trading volume decreasing by 4.76% compared to the previous trading day [1] Industry Performance Summary - **Coal**: Slight increase of 0.12% with a transaction amount of 165.48 billion yuan, led by Antai Group which rose by 10.00% [1] - **Banking**: Minor decrease of 0.04% with a transaction amount of 302.99 billion yuan, led by Shanghai Bank which fell by 0.83% [1] - **Steel**: Decrease of 0.09% with a transaction amount of 133.07 billion yuan, led by Wujin Stainless Steel which dropped by 7.73% [1] - **Transportation**: Decrease of 0.11% with a transaction amount of 258.60 billion yuan, led by Pulutong which fell by 3.36% [1] - **Textiles and Apparel**: Decrease of 0.25% with a transaction amount of 119.79 billion yuan, led by Yingfeng Shares which dropped by 9.99% [1] - **Oil and Petrochemicals**: Decrease of 0.29% with a transaction amount of 83.04 billion yuan, led by Compton which fell by 3.19% [1] - **Agriculture, Forestry, Animal Husbandry, and Fishery**: Decrease of 0.45% with a transaction amount of 139.82 billion yuan, led by Aonong Biological which dropped by 4.66% [1] - **Real Estate**: Decrease of 0.52% with a transaction amount of 213.60 billion yuan, led by Wolong New Energy which fell by 7.80% [1] - **Utilities**: Decrease of 0.52% with a transaction amount of 302.04 billion yuan, led by *ST Lingda which dropped by 13.20% [1] - **Construction and Decoration**: Decrease of 0.75% with a transaction amount of 278.81 billion yuan, led by Kexin Development which fell by 8.15% [1] - **Home Appliances**: Decrease of 0.79% with a transaction amount of 217.37 billion yuan, led by Greer which dropped by 6.72% [1] - **Food and Beverage**: Decrease of 0.86% with a transaction amount of 194.67 billion yuan, led by Huaiqi Mountain which fell by 6.44% [1] - **Environmental Protection**: Decrease of 0.92% with a transaction amount of 140.79 billion yuan, led by Science which dropped by 6.68% [1] - **Retail**: Decrease of 0.97% with a transaction amount of 173.43 billion yuan, led by Ruoyu Chen which fell by 9.98% [1] - **Social Services**: Decrease of 1.07% with a transaction amount of 89.87 billion yuan, led by Chuangye Heima which dropped by 5.28% [1] - **Light Industry Manufacturing**: Decrease of 1.12% with a transaction amount of 135.66 billion yuan, led by Songyang Resources which fell by 10.02% [1] - **Pharmaceuticals and Biology**: Decrease of 1.16% with a transaction amount of 845.22 billion yuan, led by Warner Pharmaceuticals which dropped by 7.67% [1] - **Basic Chemicals**: Decrease of 1.21% with a transaction amount of 618.91 billion yuan, led by Xinong Shares which fell by 8.88% [1] - **Non-ferrous Metals**: Decrease of 1.24% with a transaction amount of 1149.11 billion yuan, led by Galaxy Magnetics which dropped by 7.14% [1] - **Telecommunications**: Decrease of 1.28% with a transaction amount of 806.90 billion yuan, led by Shijia Photon which fell by 17.59% [1] - **Non-bank Financials**: Decrease of 1.39% with a transaction amount of 491.74 billion yuan, led by Hainan Huatie which dropped by 6.17% [1] - **Building Materials**: Decrease of 1.66% with a transaction amount of 94.02 billion yuan, led by Yaopi Glass which fell by 7.82% [1] - **Media**: Decrease of 1.68% with a transaction amount of 263.96 billion yuan, led by Vision China which dropped by 9.93% [1] - **Beauty and Personal Care**: Decrease of 1.76% with a transaction amount of 33.94 billion yuan, led by Baiya Shares which fell by 4.98% [1] - **Computers**: Decrease of 2.38% with a transaction amount of 1005.18 billion yuan, led by Kaipu Cloud which dropped by 11.94% [1] - **Comprehensive**: Decrease of 2.42% with a transaction amount of 27.84 billion yuan, led by Dongyangguang which fell by 4.70% [1] - **Defense and Military Industry**: Decrease of 2.55% with a transaction amount of 387.73 billion yuan, led by Hangyu Technology which dropped by 8.38% [1] - **Machinery and Equipment**: Decrease of 2.68% with a transaction amount of 940.87 billion yuan, led by Yingweike which fell by 10.00% [1] - **Automobiles**: Decrease of 2.69% with a transaction amount of 775.95 billion yuan, led by Tianpu Shares which dropped by 10.00% [1] - **Electronics**: Decrease of 3.19% with a transaction amount of 2631.19 billion yuan, led by Nanya New Materials which fell by 16.26% [1] - **Electric Power Equipment**: Decrease of 3.79% with a transaction amount of 1881.52 billion yuan, led by Shenghong Shares which dropped by 11.80% [1]

FICC日报 | 2025-10-17 权重托底，上证50反弹 市场分析 关注中美关系。中美关系上，商务部召开例行新闻发布会，回应多个热点问题。就中美近期是否举行新一轮经贸 会谈，中方对于相互尊重基础上的平等磋商持开放态度。对于中国的稀土出口管制措施，中方将在实施过程中不 断优化许可流程，有效促进合规贸易。同时，商务部将适时推出新的稳外贸政策。美国财长表示，如果中国停止 实施严格的稀土出口管制计划，美国或许将延长对华加征关税的三个月豁免期限，并表示美国总统特朗普准备在 不久的将来与中国领导人会晤。 指数收红。现货市场，A股三大指数震荡收红，沪指涨0.10%收于3916.23点，创业板指涨0.38%。行业方面，板块 指数跌多涨少，煤炭、银行、食品饮料行业领涨，钢铁、有色金属、建筑材料、基础化工行业收跌。当日沪深两 市成交金额跌破2万亿至1.93万亿元。海外方面，美国三大股指全线收跌，道指跌0.65%报45952.24点。 IH增仓。期货市场，基差方面，今日当月合约交割，基差趋于收敛。成交持仓方面，IH的成交量和持仓量同步上 升。 策略 中美关系当前仍处于博弈阶段，关注月底领导人会谈。市场层面，资金积极托底权重股 ...

天眼查App显示，近日，湖南太昇科技有限公司成立，法定代表人为彭会刚，注册资本500万人民币， 经营范围为许可项目：城市建筑垃圾处置（清运）；废弃电器电子产品处理；道路货物运输（不含危险 货物）；城市生活垃圾经营性服务（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）一般项目：再生资源加工；再生资源回收（除生产性废旧金 属）；再生资源销售；农村生活垃圾经营性服务；环保咨询服务；技术服务、技术开发、技术咨询、技 术交流、技术转让、技术推广；电子产品销售；轻质建筑材料制造；建筑材料销售；轻质建筑材料销 售；防火封堵材料生产；防火封堵材料销售；建筑防水卷材产品制造；建筑防水卷材产品销售；固体废 物治理（除依法须经批准的项目外，自主开展法律法规未禁止、未限制的经营活动）。 ...