每经头条（nbdtoutiao）——"25基点太少，50基点太多"：美联储降息"走钢丝"，"特朗普代言人"投下唯 一反对票 （记者 王晓波） 每经AI快讯，中国瑞林（SH 603257，收盘价：65.91元）9月19日晚间发布公告称，章晓波先生因年龄 原因，申请辞去公司第三届董事会董事、董事长、董事会战略委员会委员及主任委员、审计委员会委 员、提名委员会委员和薪酬与考核委员会委员职务。章晓波先生辞任后，不再担任公司及控股子公司任 何职务。 2024年1至12月份，中国瑞林的营业收入构成为：有色金属占比77.89%，环保占比12.15%，建筑及市政 类占比9.35%，其他行业占比0.49%，其他业务占比0.11%。 截至发稿，中国瑞林市值为79亿元。 ...

9月19日，上海建工（600170.SH）开盘后迅速下挫，最终以3.49元收盘封死跌停，跌幅达10.05%。 此前，这位被网友称为"建工爷叔"的周爷叔，十年来始终按月补仓，硬生生将其上海建工的持仓成本从 6元/股压低至3.8元/股。这一投资经历迅速引发网友"一人一手助爷叔解套"的接力热潮，成为影响其短 期市场情绪的特殊因素。 （文章来源：21世纪经济报道） 而就在前一天，上海建工刚刚实现5连板，股价站上3.88元/股。广州路上众多股民纷纷替82岁的周爷叔 欢呼，庆祝爷叔坚守十年终于解套。 ...

Core Insights - The company reported a total contract amount of 256.339 billion yuan for the period from January to August 2025 [1] Group 1: Business Segments - The construction engineering contracting business accounted for 246.449 billion yuan, which includes chemical engineering at 203.499 billion yuan, infrastructure at 39.2 billion yuan, and environmental governance at 3.75 billion yuan [1] - The surveying, design, supervision, and consulting business had a contract amount of 2.342 billion yuan [1] - Sales from industrial and new materials reached 7.071 billion yuan, while the modern service industry contributed 415 million yuan [1] Group 2: Geographic Distribution - Domestic contracts amounted to 206.048 billion yuan, while overseas contracts totaled 50.291 billion yuan [1] Group 3: Major Contracts - In August, significant contracts included a project in Zambia with a value of approximately 1.42 billion yuan [1]

每经AI快讯，9月19日，上海建工(600170.SH)公告称，公司已完成"上海建工集团股份有限公司2025年 度第二期中期票据"的发行，募集资金用于偿还有息债务。中期票据简称为25沪建工MTN002，期限为 3+N年，起息日为2025年9月19日，兑付日为2028年9月19日，计划发行总额为20亿元，实际发行总额也 为20亿元，发行利率为2.42%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The recent announcement from *ST Chuangxing regarding the chairman's detention has significantly impacted the company's reputation and investor confidence, despite claims that the investigation is unrelated to the company [1][3]. Financial Performance - In 2024, *ST Chuangxing reported total revenue of 84.01 million yuan, a year-on-year decline of 35.53%, with a net loss of 193 million yuan, a staggering drop of 814.99% [2]. - For Q1 2025, the company’s revenue plummeted to 24,770 yuan, a 97.83% decrease year-on-year, with a net loss of 5.29 million yuan, down 311.83% [2]. - The half-year performance forecast for 2025 indicates an expected net loss widening to between 12.5 million and 15.5 million yuan, with a non-recurring net loss projected between 13 million and 16 million yuan [2]. Governance and Compliance Issues - The company has a history of regulatory violations, including the investigation of former actual controller Yu Zengyun for suspected fundraising fraud, leading to the judicial freeze of 102 million shares held by the controlling shareholder [2]. - Previous internal control deficiencies resulted in financial reporting errors, prompting warnings from the Shanghai Securities Regulatory Bureau and the Shanghai Stock Exchange [2]. Management Response - Following the chairman's detention, the company appointed Yang Zhe to act as chairman and legal representative, while the management team continues daily operations [1]. - To restore investor confidence, the company must transparently disclose details regarding the chairman's situation, enhance internal governance, and focus on core business operations to improve performance [3].

Market Overview - The market was relatively calm today, with the leading sector being dividends and the lagging sector being small-cap stocks like the CSI 2000, indicating a cooling effect on market risk appetite [2][4]. Company-Specific Insights - Shanghai Construction Group experienced a significant drop, hitting the daily limit down with over 600 million in sell orders. This follows a period of excessive speculation, where its single-day financing net purchases ranked fifth in the entire market despite its market cap being only 30 billion [4][5]. - The stock's previous five limit-up days saw a surge in trading volume, with over 16 billion in total trading in the last two days, leading to a dramatic reversal [6][13]. Fund Flow and Investment Strategies - Despite the cooling measures, enthusiasm for trading remains high, with industry-themed funds seeing a net purchase of over 10 billion, marking a new high since 1993. This indicates a shift in capital towards specific sectors, particularly the brokerage sector, which saw net purchases exceeding 5 billion [15][17]. - The recent market trend began on June 23, with only 8 out of 64 trading days showing net selling from financing accounts, highlighting a strong buying sentiment until a recent shift to net selling of approximately 2.8 billion [13]. Global Market Influences - A significant development is the Bank of Japan's decision to start selling its ETFs at a rate of 330 billion yen annually, which could have implications for global markets. The total value of ETFs held by the Bank of Japan is approximately 80 trillion yen, accounting for about 8% of the Japanese stock market [22][25]. - The challenge of exiting such a large position without causing market disruption is a key concern, as it could lead to substantial selling pressure if not managed carefully [25][26].

Core Viewpoint - Shanghai Construction Group experienced a significant stock price drop after reaching a recent high, highlighting the volatility and risks associated with the stock market, particularly for individual investors like the "Construction Uncle" who has held onto his shares for a decade [1][2][3] Group 1: Stock Performance - On September 19, Shanghai Construction Group's stock opened lower and hit the daily limit down at 3.49 yuan, marking a 10.05% decline, with a net outflow of 660 million yuan from major investors [1] - The stock had previously achieved five consecutive trading days of gains, reaching 3.88 yuan per share, the highest since November 2015, with a total market capitalization of 34.5 billion yuan [1][3] - The trading volume was notably high, with turnover rates of 24.68% and 25.83% on September 17 and 18, indicating a high level of trading activity and speculation [3] Group 2: Investor Sentiment and Behavior - The "Construction Uncle," an 82-year-old investor, had held his shares since 2013, initially buying at 6 yuan per share, and managed to lower his average cost to around 3.8 yuan through consistent monthly purchases [1][2] - His story resonated with many investors, leading to a social media movement where others pledged to support him in recovering his investment [2] - Despite the recent gains, the stock's rapid decline on September 19 left many new investors in a precarious position, as the "Construction Uncle" managed to break even while many others faced losses [3] Group 3: Company Financials - In the first half of 2025, Shanghai Construction Group reported total revenue of 105 billion yuan, a year-on-year decline of 28.04%, with net profit down 14.07% [2] - The traditional construction contracting business saw a significant revenue drop of 30%, while the only growth came from gold sales, which contributed only 4.03 billion yuan to revenue, accounting for just 1.68% of total gross profit [2]

记者从信用中国获悉，宝鸡二建集团有限公司2024年偷税数额382,799.83元，占当年应纳税额70,959,074.10的0.54%，国家税务总局陕西省税务局稽查局对该 单位处少缴税款382,799.83元50%的罚款191,399.92元。 根据《中华人民共和国税收征收管理法》第三十二条及《中华人民共和国税收征收管理法实施细则》第七十五条之规定，对该单位未按规定期限申报缴纳的 税款382,799.83元（其中增值税357,756.85元，城市维护建设税25,042.98元），从税款滞纳之日起至实际缴纳之日止按日加收滞纳税款万分之五的滞纳金。 根据《中华人民共和国税收征收管理法》第六十三条第一款、《西北五省（区）税务行政处罚裁量基准》第四类税款征收管理类第16项之规定，建议对该单 位偷税行为进行行政处罚。该单位2024年偷税数额382,799.83元，占当年应纳税额70,959,074.10的0.54%，对该单位处少缴税款382,799.83元50%的罚款 191,399.92元。 | 行政处罚决定书文号 | 陕税稽罚(2025)3号 | | --- | --- | | 处罚关别 | 罚款 | | | 20 ...

Group 1 - The stock of Shanghai Construction (600170) experienced a significant drop, reaching 3.49 CNY per share, with a sell-off of 200,000 lots at the limit down [1] - The stock had previously seen a continuous rise for five trading days, with a cumulative increase of 61% from September 12 to September 18, significantly outpacing peers in the industry [1] - High turnover rates were noted on September 17 and 18, at 24.68% and 25.83% respectively, indicating a potential "hot potato" effect and heightened trading risks [1] Group 2 - The company reported that its gold mining subsidiary, Zala Mining, increased its Koka gold mine resource reserves by 338,900 ounces, valued at approximately 4.272 billion CNY [1] - Despite the increase in gold reserves, the gold business contributes less than 0.5% to the company's total revenue historically, indicating minimal impact on overall operations [1] - The company disclosed a decline in operating performance for the first half of 2025, with revenue of 105.042 billion CNY, down 28.04% year-on-year, and a net profit of 710 million CNY, down 14.07% year-on-year [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 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法律责任。 重要内容提示： ●会议召开时间：2025年9月25日（星期四）15:00-17:00 ●会议召开地点："全景路演"网站（http://rs.p5w.net） ●会议召开方式：网络文字互动 ●问题征集方式：投资者可于2025年9月24日（星期三）12:00前将相关问题发送至公司邮箱 zqb@cceg.cn。公司将在说明会上对投资者普遍关注的问题统一回答。 重庆建工集团股份有限公司（以下简称"公司"）已于2025年8月25日发布公司2025年半年度报告，为便 于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司定于2025年9月25日（星 期四）下午参加由中国证券监督管理委员会重庆监管局指导、重庆上市公司协会联合深圳市全景网络有 限公司举办的"重庆辖区2025年投资者网上集体接待日暨半年度业绩说明会活动"，就投资者关心的问题 进行交流。 一、说明会类型 本次投资者说明会以网络文字互动方式召开，公司将针对2025半年 ...