记者 吕浩 （来源：湖州日报） 其间，与会代表不仅实地考察了智能工厂，参观了涵盖设备制造、添加剂等领域的绿色技术产品展示， 还聆听了前沿专题报告，并围绕行业热点展开了深度对话。 转自：湖州日报 市经信局副局长傅饶表示，此次活动有效提振了行业信心，拓展了市场空间，湖州将以此为契机，进一 步加大政策扶持与行业指导力度。 本报讯 浙江省第四届散装水泥行业产需对接活动日前在我市举行，旨在推动行业绿色低碳与数智化转 型。来自全省散装水泥及预拌产品全产业链的230余家企业、320余名代表齐聚一堂，共谋发展。 活动现场，12个重点项目签约，涵盖绿色产品、新型基础材料、智慧物流、新能源装备及技术等关键环 节，展现了产业链协同创新与绿色转型的强劲势头。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 美国务卿：美国必须与中国维持关系、开展交往 美国国务卿鲁比奥19日在年末新闻发布会上称，美国有信心在继续与日本保持牢固伙伴关系和同盟关系 的同时，找到与中国政府进行富有成效合作的方式。这一表态引发外界对美国亚太政策导向的关注。 综合彭博社、"美国之音"等多家美媒报道，此次新闻发布会时长约两小时，鲁比奥重点阐述了美国在缓 解俄乌冲突、巴以冲突中的作用，并为美国政府加大对委内瑞拉军事压力的举措进行辩护。在问答阶 段，他被媒体记者问道，如何看待日本和中国最近升级的紧张关系。 网信办、证监会出手！严打资本市场谣言 网信办12月19日消息，近期，国家网信办会同中国证监会深入整治涉资本市场网上不实信息，依法处置 一批炮制谣言、非法荐股的账号。包括"八姐无敌"等账号散布涉资本市场监管政策谣言；"财报风云"等 账号集纳炒作上市公司和金融机构不实信息；"财经周末老师"等账号利用AI编造资本市场虚假信 息；"爱在深秋-郑老师"等账号炒作股市走势，随意预测涨跌，博取流量；"热点牛股王"等账号非法推 荐股票，牟取利益。 资本市场具有很强的信息敏感性，编造、传播资本市场虚假信息以及其他 ...

Company News - *ST Dongyi announced that the Beijing First Intermediate People's Court approved the company's restructuring plan on December 21, 2023, and terminated the restructuring process, allowing the company to enter the execution phase of the plan, which is expected to improve its financial structure and promote sustainable development [3] - Guankang Technology is planning to acquire at least 60% of the shares of Liao Jing Electronics, a "little giant" enterprise, and has suspended trading of its stock starting December 22, 2023, due to uncertainties surrounding the transaction [3] - Shangfeng Cement announced that its wholly-owned subsidiary has established a private equity investment fund to invest in Guangdong-based Yuexin Semiconductor Technology Co., which is the first 12-inch wafer manufacturing enterprise in the province [4] - Guangli Technology reported that its domestic semiconductor cutting equipment has entered leading packaging enterprises and achieved bulk sales, with products also performing well in global markets [5] - Jindalai plans to invest 30 million yuan in Beijing Zhongke Hongtai Medical Technology Co., acquiring a 10% stake, focusing on medical robotics technology [5] - Jinshi Resources intends to acquire a 15.7147% stake in Noah Fluorine Chemical for 257 million yuan, which will make it the second-largest shareholder of the company [5] - Zhenghai Magnetic Materials received a final arbitration ruling from the Danish Arbitration Institute, dismissing all claims from Siemens Gamesa Renewable Energy A/S and ordering the latter to pay legal fees totaling 1.1951 million euros, which will positively impact the company's operating performance [6] - Lianchuang Electronics announced a suspension of its stock due to the potential change in its controlling shareholder, with trading expected to remain suspended for no more than three additional trading days [6] Industry News - China National Offshore Oil Corporation announced that the Bohai Oilfield, the largest offshore oilfield in China, is expected to produce over 40 million tons of oil equivalent by 2025, marking a historical high and providing strong support for national energy security and high-quality economic development [2] - The total box office for the 2025 New Year’s film season has surpassed 4.5 billion yuan as of December 21, 2023, with animated films achieving record-breaking box office numbers, indicating a strong performance in the film industry [2]

电解烟气脱硫改造系统新旧对比 本报记者 韩丽萍 摄 乐都区三河六岸湿地公园 乐都区委宣传部供图 水清景美 本报记者 牛玉娇 摄 循环水池 通讯员 石延寿 摄 从"傻大黑粗"向绿色可持续的转型，起自2017年，中央第七环境保护督察组对青海省开展环境保护督察。对 于海东市而言，这是一次刀刃向内的环境"自检"：以督察整改为契机，坚持生态优先、绿色发展，实现"在保 护中发展、在发展中保护"，以壮士断腕的决心，推动铁合金等传统产业升级设备、改造环保设施，彻底解决 浇注环节烟气无组织排放等"老大难"问题，蹚出了一条生态优先、绿色发展的新路子。 如今，海东市的工业企业发展从过去高耗能、高排放、高污染向着集约、高效、可持续的绿色转型，不仅实 现了环保达标，更成为全省同行业绿色转型的标杆。 直面问题：工业企业的"阵痛与觉醒" "民和、乐都工业园区共有65家工业企业，几乎都属于重化工行业，其中，有27家铁合金及碳化硅企 业……"2017年、2019年，中央生态环境保护督察组先后两次指出：海东市铁合金企业普遍存在未按要求建设 烟气集中收集设施、无组织排放严重等问题。 数据显示，海东市现有20家铁合金企业，从业人员超4800人。这一 ...

Core Viewpoint - The China Securities Investor Service Center (CSISC) is actively nominating independent directors for listed companies, aiming to enhance corporate governance and protect the rights of minority investors [1] Group 1: Independent Director Nomination - CSISC has nominated independent director candidates for four listed companies using a method of "joint shareholder nomination + public solicitation of voting rights" [1] - The introduction of public solicitation for independent director nominations is a significant reform aimed at improving the independence and professionalism of independent directors [2] - The independent director candidates nominated by CSISC generally possess strong industry backgrounds and rich experience, which can help safeguard company interests and provide professional advice for long-term development [2] Group 2: Representation and Supervision of Minority Shareholders - CSISC acts as a representative for minority investors, with nominated independent directors serving as their "voice" to effectively balance power against major shareholders and management [3] - The public solicitation of voting rights allows minority shareholders to participate more actively in corporate governance, enhancing oversight and reducing risks associated with internal misconduct [3] Group 3: Normalization and Optimization of Corporate Governance - The average number of independent directors in A-share companies is 3.08, and increasing cases of CSISC-nominated independent directors may lead to the normalization of this practice [4] - The experience gained from these nominations can be replicated and promoted, further enhancing the role of independent directors in decision-making and supervision [4] - Regulatory bodies are encouraged to continuously improve supporting mechanisms to ensure independent directors become a core supervisory force in corporate governance [4]

Group 1 - The core announcement is that Gansu Shafeng Cement Co., Ltd. has invested in Yuexin Semiconductor Technology Co., Ltd., which has received approval for its initial public offering (IPO) on the ChiNext board [1] - Shafeng Cement has maintained a top-three position in the industry for gross margin and ROE (Return on Equity) for several years, and has initiated a "self-revolution" since 2020, investing approximately 2 billion yuan in the semiconductor industry chain [1] - The company has established a complete investment matrix covering equipment, design, manufacturing, and materials through investments in leading manufacturers and material companies [1] Group 2 - The IPO of Yuexin Semiconductor is expected to alleviate the funding bottleneck for capacity expansion and accelerate the technological industrialization process [2] - Shafeng Cement's investment has already proven valuable, with the previous project with Jinghe Integrated Circuit Co., Ltd. generating a net profit of 166 million yuan [2] - The strategic collaboration aims to bind core resources of the semiconductor industry chain, laying the groundwork for future extensions into new material production [2] Group 3 - The company plans to continue increasing investments in the semiconductor and new energy sectors, adopting a model that integrates industrial investment, technology incubation, and resource integration to build a new materials industry cluster [3]

Group 1 - Guanshang Technology is planning to issue shares to acquire assets and will suspend trading from December 22, 2025, with a transaction plan expected to be disclosed within 10 trading days [1] - *ST Dongyi's restructuring plan has been approved by the Beijing First Intermediate People's Court, entering the execution phase, which may improve the company's financial structure and impact its 2025 financial data [1] - Victory Energy's stock has hit the limit up for six consecutive trading days, with a total increase of 77.22%, indicating a significant deviation from market trends and a high risk of rapid decline [1] Group 2 - Shangfeng Cement's investee company, Yuexin Semiconductor, has received approval for its IPO application on the ChiNext board [2] - Jindalai plans to invest 30 million yuan in Zhongke Hongtai Medical Technology, acquiring a 10% stake in the company, which specializes in medical robotics [2] - Lianchuang Electronics is planning a change of control, leading to continued suspension of its stock from December 22, 2025 [3] Group 3 - Health元's subsidiary has received approval for clinical trials of NS-041 tablets for treating depression, marking a significant development in the KCNQ2/3 targeted drug market [3] - Xihua Technology will be listed on the Shanghai Stock Exchange on December 23, 2025, with an initial public offering of 100 million shares [4] - *ST Mingjia has completed a capital reserve transfer to increase its share capital by 730 million shares, with its stock resuming trading on December 22, 2025 [4] Group 4 - Kerryde's major shareholder plans to reduce its stake by up to 3%, amounting to a maximum of 11.03 million shares [4] - Delinhai's vice chairman intends to reduce his holdings by up to 196,000 shares, representing no more than 0.17% of the total share capital [5] - Zhongchuang Zhiling's chairman and vice presidents plan to reduce their shares by specified amounts [6] Group 5 - Mercury Home Textiles' actual controller and board members plan to reduce their holdings by up to 1.72% of the total shares, with specific amounts outlined for each individual [7]

Investment Rating - The report highlights a positive outlook for the construction and building materials sector, particularly focusing on high dividend stocks like Sichuan Road and Bridge, which has a projected dividend yield of approximately 5.6% by the end of 2025 [2] Core Insights - The report emphasizes the increasing interest from insurance capital in high dividend stocks within the construction and building materials sector, as evidenced by the significant share purchases in companies like Sichuan Road and Bridge [2] - It suggests that the AI new materials industry is experiencing rapid changes, with a recommendation to adopt a "steady response" strategy due to the high frequency of market fluctuations [3] - The report advocates for overseas expansion, particularly in African markets, as lower interest rates are easing external debt pressures and creating opportunities for investment [4] Summary by Sections Weekly Discussion - China Post Insurance has acquired a 5% stake in Sichuan Road and Bridge, investing a total of 3.9 billion [2] - Other companies targeted by China Post Insurance include Eastern Airlines Logistics and Green Power Environmental Protection, indicating a broader trend of insurance capital entering the high dividend segment of the construction sector [2] Industry Trends - The AI new materials sector is seeing increased participation from domestic and international manufacturers, with a focus on stability amidst rapid changes [3] - Companies like Zhongcai Technology and Copper Crown Copper Foil are highlighted as leaders in the AI materials space, with strong technology and cost advantages [3] Market Performance - The report notes a decline in cement prices, with the national average price at 354 RMB per ton, down 67 RMB year-on-year [5] - Glass prices have also decreased, with the average price for float glass at 1151.40 RMB per ton, reflecting a 1.17% drop [5] Important Developments - Significant investments and project wins were reported, including a 4.32 billion RMB project win by Shenghui Integration in Thailand [6] - Sichuan Road and Bridge's share acquisition by China Post Insurance is expected to attract more attention to high dividend stocks in the construction sector [6]

智通财经APP讯，上峰水泥(000672.SZ)发布公告，近日获悉，公司通过全资子公司宁波上融物流有限公 司为出资主体分别与专业机构合资成立的私募股权投资基金—上海芯濮然创业投资合伙企业(有限合 伙)、苏州晶璞创业投资合伙企业(有限合伙)及苏州工业园区储芯创业投资合伙企业(有限合伙)投资的粤 芯半导体技术股份有限公司(简称"粤芯半导体")首次公开发行股票并在创业板上市申请于2025年12月19 日获深圳证券交易所受理。经合并统计计算，公司间接持有本次公开发行上市前粤芯半导体的股权比例 约为1.4957%。 ...

Core Viewpoint - The A-share market is potentially entering a slow bull phase driven by dual factors of valuation recovery and profit improvement [2][6]. Group 1: Market Conditions - Current bank stocks offer a dividend yield exceeding 4%, significantly higher than the yield on ten-year government bonds, indicating a favorable investment environment [2]. - There is an expectation of a rebound in profitability for cyclical industries, contributing to a positive market sentiment [2][6]. - The average price-to-book ratio for the banking sector is currently 0.7, suggesting that the valuation disparity is unsustainable [6]. Group 2: Investment Strategy - The company employs a strategy of "extreme diversification + safety margin" to navigate potential market volatility, utilizing quantitative models to identify undervalued and profit-stable assets [2][3]. - The investment philosophy adheres to the "absolute return" principle, focusing on dynamic asset allocation based on market conditions rather than a fixed stock-bond ratio [3]. - The company emphasizes a balanced and diversified portfolio, with individual stock holdings rarely exceeding 1% of total positions, aiming for a long-term positive experience for investors [4]. Group 3: Sector and Stock Selection - The investment approach includes a balanced distribution across industries and a diversified stock selection, with a focus on low valuation and stable profit growth [4][5]. - The company tracks potential stocks using quantitative models to efficiently identify promising sectors and stocks, while final investment decisions are based on safety and return assessments [5]. Group 4: Outlook on Equity and Bond Markets - The equity market is expected to experience a slow bull trend, with improved market sentiment and potential for significant capital inflows [6]. - In the bond market, the company maintains a cautious stance due to historically low interest rates and limited room for further declines, focusing on mid to short-duration bonds for their value [7].