6月18日，东岳硅材（300821）发布公告称，参股公司山东东岳未来氢能材料股份有限公司（简称"未来 材料"）已完成中国证券监督管理委员会山东监管局的上市辅导验收。未来材料计划在科创板首次公开 发行股票并上市，东岳硅材持有其5.14%的股份。 资料显示，东岳硅材成立于2006年12月，主营业务是有机硅材料的研发、生产和销售。 所属行业：基础化工–化学制品–有机硅 达梦数据：上半年营收预计增长40.63%-45.74% 6月18日，达梦数据（688692）发布公告称，据公司财务部门初步测算，公司1-6月预计实现营业收入 4.95亿-5.13亿元，同比增长40.63%-45.74%。 资料显示，达梦数据成立于2000年11月，主营业务是面向大中型公司、企事业单位、党政机关提供各类 数据库软件及集群软件、云计算与大数据产品、数据库一体机等一系列数据库产品及相关技术服务。 所属行业：计算机–软件开发–垂直应用软件 东岳硅材：参股公司未来材料完成科创板上市辅导验收 海螺新材：拟1.86亿元收购康宁特80%股权及工程公司100%股权 6月18日，海螺新材（000619）发布公告称，控股子公司安徽海螺环境科技有限公司拟以1 ...

Core Viewpoint - The domestic home renovation industry is facing significant pressure since 2025, with numerous companies experiencing financial difficulties, leading to rumors of owners absconding with funds. The crisis has been exacerbated by the collapse of previously successful companies like Zhu Fan Er, which has raised concerns about consumer refunds and project completions [1][2]. Group 1: Company Crisis - Zhu Fan Er, once a leading company in the home renovation sector, faced a sudden crisis in April, leading to widespread consumer complaints about refund difficulties and project halts [2][3]. - The company has implemented a "refund queue plan," but the daily refund limit of 100,000 yuan has left many consumers waiting, with some reporting queue positions near 30,000 [2]. - As of May 31, 2023, there have been 500 bankruptcy cases in the decoration sector, with nearly 36% involving home renovation companies, matching the total for the entire year of 2024 [4]. Group 2: Market Impact - The financial troubles of Zhu Fan Er have led to over 800 construction sites in Beijing and Shanghai being suspended, highlighting the ripple effect of its cash flow issues [2]. - Other notable companies, such as Dongyi Risheng, have also faced severe financial challenges, with reports of multiple store closures and significant losses impacting their market value [4]. - The traditional "pay first, work later" model in the renovation industry has contributed to these issues, with over 70% of consumers expressing concerns about the safety of their funds [6]. Group 3: Payment Model Reform - The industry is witnessing a shift towards a "work first, pay later" model, which aims to enhance consumer trust and ensure funds are safeguarded [6]. - Companies like Tuba Tuba have pioneered this payment reform, allowing consumers to deposit funds in a third-party account, releasing payments only upon satisfactory completion of renovation milestones [6]. - Since 2020, the proportion of users utilizing the "work first, pay later" model on Tuba Tuba has increased from 85.3% to 92.7%, indicating a growing acceptance of this approach across various cities [6].

浙江省市场监督管理局等五部门日前印发《浙江省优化消费环境三年行动2025年若干举措》，自2025年 7月6日起施行。其中提出，开展"守护消费"铁拳行动，强化食品领域"两超一非"监管，打击食品新型非 法添加违法行为。强化电信、装修、维修、 旅游等行业领域"霸王条款"治理。开展旅游市场专项整 治，查处不合理低价、强迫消费、拒绝履行合同等行为。开展2025网络市场监管专项行动，打击网络市 场中流量造假、刷单炒信、低俗带货、违法广告等违法行为。组织"护航2025""深蓝""剑锋"等行动，打 击侵犯知识产权和制售伪劣商品犯罪。 ...

中冶华天南京工程技术有限公司，成立于2006年，位于南京市，是一家以从事专业技术服务业为主的企 业。企业注册资本80000万人民币。通过天眼查大数据分析，中冶华天南京工程技术有限公司共对外投 资了2家企业，参与招投标项目2754次，财产线索方面有商标信息2条，专利信息2303条，此外企业还拥 有行政许可35个。 金融界2025年6月17日消息，国家知识产权局信息显示，中冶华天工程技术有限公司、中冶华天南京工 程技术有限公司、中冶华天南京电气工程技术有限公司取得一项名为"一种基于目标检测和边云协同的 风险识别与应对方法"的专利，授权公告号CN115062928B，申请日期为2022年05月。 天眼查资料显示，中冶华天工程技术有限公司，成立于2004年，位于马鞍山市，是一家以从事建筑装 饰、装修和其他建筑业为主的企业。企业注册资本82325.8663万人民币。通过天眼查大数据分析，中冶 华天工程技术有限公司共对外投资了29家企业，参与招投标项目5000次，财产线索方面有商标信息12 条，专利信息3152条，此外企业还拥有行政许可25个。 来源：金融界 中冶华天南京电气工程技术有限公司，成立于2007年，位于南京市 ...

"我们接触的人太多、商家太多，没有数字化无法想象。"西卡建筑装修材料·中国（下称：西卡BFM·中 国）总裁徐英这样描述数字化对公司所在建材行业的重要性。 另一方面西卡BFM·中国还搭建了 "好工匠" 平台，配合线上云店拓展客源、提升业绩。通过"好工匠"平 台的工艺培训课程，装修师傅不仅精进铺贴技术，还能吃透了每款产品的施工特性与要点，并配合瓷砖 胶薄贴技术短视频吸引业主询单，数字化工具的加持，使他们的收入远超同行。来自江苏沭阳的普通贴 砖师傅周其江四年前就成为了"好工匠"平台注册会员，经过这几年专业薄贴技术的线上学习和培训后， 目前周其江的五人团队月均收入已突破十万元。这位师傅表示，如今自己带领家人及徒弟组成的团队从 早到晚全力投入施工，订单甚至已经排到了半年以后。 数字化转型正在释放更多成果。2024 年西卡德高与腾讯云共建智慧零售体系，将线下门店 "装修" 为数 字化能力的落地载体。目前，这套数字化体系率先落地上海门店，助力上海地区实现更高效的销售管 理。 数字化转型，驱动绿色工厂升级 曾为港珠澳大桥等著名基建工程项目提供地坪、屋面、混凝土等系统解决方案的西卡，是全球优秀的特 种化学品公司，总部位于瑞士， ...

Group 1 - In May, Guangdong Province had the highest number of newly registered business entities, totaling 270,167, a decrease of 52,000 from the previous month [2] - The top ten provinces for new business registrations included Hubei, Henan, Zhejiang, Shandong, Jiangsu, Hunan, Hebei, Fujian, and Sichuan [2][3] - Overall, the top ten provinces accounted for over 60% of the national new business registrations [3] Group 2 - Hubei Province recorded the fastest year-on-year growth in new business registrations at 8.33%, although this was a significant drop from the previous month's 26.10% [5] - Only six provinces experienced positive year-on-year growth in May, with the top ten growth rankings including Hubei, Hunan, Liaoning, Beijing, Shaanxi, Fujian, Shandong, Guangdong, Guangxi, and Zhejiang [5] Group 3 - The retail sector had the highest number of new business registrations in May, with 191,800 new entities, representing a year-on-year growth of 17.19% [7] - Other sectors with significant new registrations included wholesale, business services, technology promotion and application services, software and information technology services, construction and decoration, cultural arts, agriculture, professional technical services, and real estate [7] - The technology promotion and application services sector saw the fastest growth at 25.83% year-on-year [7] Group 4 - In May, the capital market financing demand decreased, with a total of 260 financing events and a total financing scale of 20.578 billion [9] - The manufacturing sector had the highest financing scale at 11.752 billion, accounting for 57.11% of the total [9] - The electricity, gas, and water production and supply sector received 3.217 billion, making up 15.63% of the total financing [9] Group 5 - In terms of regional financing, economically developed southeastern coastal provinces led in financing scale [10] - Jiangsu had 44 financing events with a total scale of 3.693 billion, while Shanghai achieved a financing scale of 3.042 billion [11] - The financing rounds showed that public offerings accounted for 24.22% of the total financing, with D-round financing at 21.59% and A-round financing at 14.26% [11]

"万万没想到，一周时间就打钱了，真是又快又方便。"这两天，拱墅区的方女士收到了一笔2万元的银 行打款，打款方是拱墅区住建局。原来，这是她几天前申请的旧房装修补贴到账了。 方女士的这套房子，位于市中心文晖板块的现代雅苑，是在2016年购入的二手房，"买的时候自带装 修，保养的还不错，就直接住进去了。"不过，住了将近十年时间，房子不可避免出现了老化现象，像 墙壁发霉、墙纸脱落等，储物空间也越来越不够，方女士萌生了重新装修的想法。 今年上半年，方女士看到了旧房装修补贴的新闻，就立刻决定要把两个卧室和卫生间进行重新装 修，"我看到杭州市房管局发布的公众号后，就打电话向拱墅区住建局的工作人员进行了咨询，详细了 解后，就把柜子、书桌、洗手台、木地板等全部重新定制，一共花了10多万元，都在补贴范围内。"方 女士说道。 5月下半旬，在购买材料到家后，方女士家就正式开始进入改造施工。与此同时，她也通过浙里办APP 进行了旧房补贴申请。"申请很方便，按照流程把材料上传就行，我们没有装修合同，只需要提供施工 人员的姓名和联系方式就可以了。" 线上申请通过后，拱墅区住建局的工作人员就来到方女士家进行线下核验，也顺利通过。又过了没几 ...

证券代码：002989 证券简称：中天精装 公告编号：2025-054 关于完成注册资本、经营范围及《公司章程》工商备案登记公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特此公告。 深圳中天精装股份有限公司（以下简称"公司"）分别于2025年4月25日召 开第四届董事会第二十四次会议、2025年5月20日召开2024年度股东大会，审议 通过了《关于变更注册资本、增加经营范围及修订公司章程的议案》，具体内容 详见公司分别于2025年4月29日、2025年5月21日披露的《关于变更注册资本、增 加经营范围及修订公司章程的公告》（公告编号：2025-039）、《2024年度股东 大会决议公告》（公告编号：2025-047）。 深圳中天精装股份有限公司 董事会 近日，公司在深圳市市场监督管理局办理完成了注册资本、经营范围及《公 司章程》的工商备案登记手续，变更后的相关工商登记信息如下： 注册资本：19,666.0676万元人民币 一般经营项目：建筑装修装饰工程专业承包壹级（凭资质证书经营）；建筑 装饰设计乙级（凭资质证书经营）；建筑材料的购销及其它国内贸易（法 ...

相关研究报告 【平安证券】量化行业比较系列报告之一：基于 资本开支周期的 PB-ROE 模型在行业比较运用 *20241105 证券分析师 | 郭子睿 | 投资咨询资格编号 | | --- | --- | | | S1060520070003 | | | GUOZIRUI807@pingan.com.cn | | 任书康 | 投资咨询资格编号 | | | S1060525050001 | | | RENSHUKANG722@pingan.com.cn | | 陈瑶 | 投资咨询资格编号 | | | S1060524120003 | | | CHENYAO370@pingan.com.cn | 研究助理 胡心怡 一般证券从业资格编号 S1060124030069 HUXINYI184@pingan.com.cn 高越 一般证券从业资格编号 S1060124070014 GAOYUE384@pingan.com.cn 基金 2025 年 6 月 11 日 量化行业比较系列报告之二： 基于资本开支周期的行业比较与轮动策略 金 报 告 资本开支周期：供给侧视角下的行业比较。资本开支周期是中国行业周期的 主导驱动力，资 ...

Group 1 - Kaichun Co., Ltd. adjusted the share repurchase price limit from 26.625 yuan/share to 40 yuan/share, effective from June 10, 2025 [1] - Yipin Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, a Class 3 chemical drug used for sedation during anesthesia [1] - Bohui Innovation obtained a medical device registration certificate for HPV Genotyping Test Kit, used for qualitative detection of HPV DNA [1][2] Group 2 - Lingyi Zhi Zao's application for issuing convertible bonds and cash payment to acquire 66.46% of Jiangsu Kedasiteng Automotive Technology Co., Ltd. has been accepted by the Shenzhen Stock Exchange [3] - Kemin Food reported a 23.06% year-on-year increase in pig sales in May, with a total of 48,300 pigs sold [4][5] - Meian Sen decided to terminate the issuance of shares to specific objects due to market conditions and strategic considerations [6][7] Group 3 - Zhengbang Technology reported a 146.6% year-on-year increase in pig sales revenue in May, totaling 731 million yuan [9] - Yuanda Holdings plans to reduce the registered capital of its subsidiary from 73 million to 24.3 million USD to optimize asset structure [10] - East China Pharmaceutical's subsidiary received FDA approval for clinical trials of HDM1010 tablets for type 2 diabetes [12] Group 4 - Liangxin Co., Ltd. received a government subsidy of 14.1 million yuan, accounting for 4.52% of its audited net profit for 2024 [13] - Erkang Pharmaceutical's Vitamin B6 Injection passed the consistency evaluation for generic drugs [14] - New Industry received a patent certificate for an antibody related to anti-PIC detection, enhancing detection efficiency [16][15] Group 5 - Dongxing Medical signed a 6 million yuan technology development contract with Shanghai Jiao Tong University for collagen preparation processes [16] - Suchang Chai A's subsidiary will absorb and merge another subsidiary, adjusting internal equity structure [17] - Yibin Technology received a project designation notice from a domestic new energy vehicle company, with an estimated total sales of 256 million yuan over five years [18] Group 6 - Mingchen Health received a cash dividend of 20 million yuan from its subsidiary [19] - Hendi Pharmaceutical obtained a drug registration certificate for Ibuprofen Suspension, a common medication for children [19] - Huaren Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, classified as a Category B drug under national medical insurance [20] Group 7 - Enwei Pharmaceutical obtained a renewed drug production license for six key products [21] - Xiaoming Co., Ltd. reported a 45.59% year-on-year increase in chicken product sales in May, totaling 23.25 million birds [23][24] - Shan Natural Gas successfully issued a 350 million yuan short-term financing bond with a 1.78% interest rate [25] Group 8 - Xidamen announced plans for board members to reduce their holdings by up to 581,000 shares [26] - Shentong Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Saintno Bio plans to distribute a cash dividend of 0.14 yuan per share and a capital increase of 0.4 shares per share [28] Group 9 - *ST King Kong's subsidiary received a debt transfer notice from its controlling shareholder, totaling 364 million yuan [29] - Foxit Software's executives plan to reduce their holdings by a total of 55,800 shares [30] - Youyou Green Energy plans to apply for a bank credit line of up to 1.5 billion yuan [31] Group 10 - Guoxing Optoelectronics plans to distribute a cash dividend of 0.5 yuan per 10 shares [32] - Guangxun Technology plans to distribute a cash dividend of 2.6 yuan per 10 shares [33] - Hanrui Cobalt plans to distribute a cash dividend of 1.5 yuan per 10 shares [35] Group 11 - Tigermed plans to distribute a cash dividend of 3 yuan per 10 shares [37] - Shenliang Holdings plans to distribute a cash dividend of 1.5 yuan per 10 shares [38] - Yishitong plans to distribute a cash dividend of 1 yuan per 10 shares [39]