| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-12 | 000672 | 上峰水泥 | 11.04 | 29.38 | 324.36 机构专用 | | 机构专用 | 12月12日，上峰水泥大宗交易成交29.38万股，成交额324.36万元，占当日总成交额的1.28%，成交价11.04元，较市场收盘价 11.04元持平。 ...

Group 1 - The core focus of the news is on the industrial pollution control efforts in Linyi City during the 14th Five-Year Plan period, highlighting the achievement of near-zero sulfur dioxide emissions from 51 operating shale brick enterprises [1] - Linyi City has implemented comprehensive ultra-low emission transformations in key high-pollution industries such as steel, coking, and cement, with 2 long-process steel companies and 10 cement companies completing provincial-level ultra-low emission transformation [1] - The city has strengthened process control and end-of-pipe treatment in the building materials industry, dismantling 268 illegal biomass boilers and shutting down 350 illegal small glue factories to enhance overall pollution control levels [1] Group 2 - Continuous efforts are being made to prevent summer ozone pollution by focusing on industries that emit volatile organic compounds (VOCs), with a strategy of "one enterprise, one policy" for regular inspections and improvements [2] - The establishment of a smart control system for VOC emissions in 600 key enterprises and the promotion of online monitoring for large gas stations are part of the ongoing technological support to reduce ozone generation potential [2] - A total of 6.07 billion yuan has been secured in central and provincial funding for air pollution control projects, supporting 72 industrial furnace renovations and VOC management initiatives, significantly enhancing the environmental performance of enterprises [3]

Core Viewpoint - The company announces the conditional redemption of its convertible bonds, "Wanqing Convertible Bonds," due to the stock price falling below a specified threshold, allowing bondholders to redeem their bonds at a predetermined price [2][3]. Redemption Overview - The redemption condition is triggered when the company's stock price has been below 70% of the conversion price (5.97 CNY) for 30 consecutive trading days [2][3]. - Bondholders can redeem their bonds at a price of 101.235 CNY per bond, which includes accrued interest [6]. Redemption Conditions - The redemption rights can be exercised once during the last two interest years if the conditions are met [3]. - If bondholders do not exercise their redemption rights during the specified period, they forfeit the right for that interest year [3]. Redemption Price Calculation - The accrued interest (IA) is calculated using the formula: IA = B × i × t / 365, where B is the total face value of the bonds, i is the annual coupon rate (2.30%), and t is the number of days [4][5]. - For the current interest period, the accrued interest amounts to 1.235 CNY per bond, leading to a total redemption price of 101.235 CNY [6]. Redemption Process and Payment - The redemption announcement will be published daily during the redemption period, which runs from December 16 to December 22, 2025 [7]. - Bondholders must submit their redemption requests through the Shenzhen Stock Exchange during the specified period [8]. - The payment for redeemed bonds will be processed on December 26, 2025, with funds reaching investors by December 29, 2025 [9]. Trading and Conversion During Redemption Period - The "Wanqing Convertible Bonds" will continue to trade during the redemption period but will not allow conversion into shares [11].

此次核查，不仅丰富了基层统计人员的能源统计专业知识，更是强化了企业能源消费报表填报、台账建设、基础资料整理等业务本领。下一步，辉县市统 计局将继续坚持实地服务指导企业能源统计工作，夯实能源统计数据基础，全力确保辉县能源统计工作能力和服务水平持续提升。 等 核查组对河南孟电集团水泥有限公司进行了实地核查，通过查阅、核对企业的各项能源品种消费凭证资料，并与企业负责生产的人员沟通了解，从企业经 营状况、生产工序和流程、能源产品分类及财务原始凭证等方面，逐项深入了解企业能源消费上报数据来源的依据，确保能源消费上报数据质量。通过查 阅资料、座谈交流、现场讲解，使企业统计人员对能源消费报表的难点疑问有了更深层次的理解，进一步提高了企业对能源统计工作的认知。 2025年12月 为进一步夯实规上工业企业能源消费数据，提升能源数据报送质量，12月10日，市统计局能源科一行2人赴辉县市开展能源消费数据质量核查工作，辉县 市统计局相关人员陪同。 市统计局赴辉县市开展能源消费数据质量核查工作 ...

据天眼查APP显示，广东塔牌集团股份有限公司成立于1995年06月29日，注册资本119227.5016万人民 币。（数据宝） 12月11日塔牌集团大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | 673.60 | 5873.79 | 8.72 | -10.01 | 国联民生证券股份有限 公司杭州金城路证券营 | 中国中金财富证券有限公司上海 浦东新区陆家嘴环路证券营业部 | | | | | | 业部 | | （文章来源：证券时报网） 塔牌集团12月11日大宗交易平台出现一笔成交，成交量673.60万股，成交金额5873.79万元，大宗交易成 交价为8.72元，相对今日收盘价折价10.01%。该笔交易的买方营业部为国联民生证券股份有限公司杭州 金城路证券营业部，卖方营业部为中国中金财富证券有限公司上海浦东新区陆家嘴环路证券营业部。 证券时报·数据宝统计显示，塔牌集团今日 ...

四川金顶晚间公告，公司股票连续三个交易日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常 波动。公司市盈率（TTM）为270.07，市净率为18.23，均显著高于行业平均水平。最近5个交易日累计 换手率为137.36%，平均换手率为27.47%，最近12个月平均换手率为10.53%。公司目前生产经营正常， 不存在应披露而未披露的重大事项。此外，公司存在长期无法进行现金分红的风险，以及大股东股权质 押冻结风险。 ...

Core Insights - The cement sector experienced a decline of 0.74% on December 11, with Fujian Cement leading the drop [1] - The Shanghai Composite Index closed at 3873.32, down 0.7%, while the Shenzhen Component Index closed at 13147.39, down 1.27% [1] Cement Sector Performance - Sichuan Jinding (600678) saw a significant increase of 10.01%, closing at 14.73 with a trading volume of 425,100 shares and a transaction value of 625 million [1] - Fujian Cement (600802) reported a decline of 5.49%, closing at 7.75 with a trading volume of 479,500 shares [2] - The overall trading volume and transaction values for various cement stocks indicate mixed performance, with some stocks experiencing gains while others faced losses [1][2] Capital Flow Analysis - The cement sector experienced a net outflow of 176 million in main funds, while retail investors contributed a net inflow of 129 million [2] - The data shows that retail investors were more active in the market compared to institutional investors, indicating a potential shift in market dynamics [2][3] - Specific stocks like Sichuan Jinding and Conch Cement had varying levels of net inflow and outflow, reflecting differing investor sentiments [3]

Core Viewpoint - The article discusses the current state of industrial production, construction, and demand trends in China, highlighting weak performance in various sectors while noting some marginal improvements in construction and consumer activity. Industrial Production - The operating rate of blast furnaces continues to decline, with a week-on-week decrease of 1.1% to 81.1% and a year-on-year decrease of 0.8 percentage points [2] - Steel apparent consumption has also decreased, with a week-on-week decline of 2.68% and a year-on-year drop of 2.4 percentage points to 1.2% [2] - Social inventory of steel continues to decline, down 2.9% week-on-week [2] Construction Industry - Cement production and demand show marginal improvement, with the national grinding operating rate increasing by 0.5% week-on-week to 38.9% [23] - Cement shipment rates decreased by 0.8% week-on-week to 44.4%, with a year-on-year decline of 2.1% [23] - Cement inventory ratio continues to decline, down 1.9% week-on-week [23] Demand Trends - The average daily transaction area of commercial housing in 30 major cities decreased by 24% week-on-week and 20.8 percentage points year-on-year [46] - The migration scale index remains stable, with a year-on-year increase of 0.5 percentage points to 19.8% [58] - Movie attendance and box office revenue saw significant increases, with attendance up 322.0% year-on-year and revenue up 313.9% [64] Price Trends - Agricultural product prices are generally rising, with vegetable prices increasing by 2.1% week-on-week, while pork prices fell by 0.7% [88] - The South China industrial product price index rose by 1% week-on-week, with energy prices up 0.3% and metal prices up 1.7% [100]

Core Viewpoint - The article discusses the current state of industrial production, construction, and demand trends in China, highlighting weak performance in various sectors while noting some marginal improvements in construction and consumer behavior. Industrial Production - The operating rate of blast furnaces continues to decline, with a decrease of 1.1% week-on-week to 81.1%, and a year-on-year drop of 0.8 percentage points [2] - Steel apparent consumption fell by 2.68% week-on-week and decreased by 2.4 percentage points year-on-year to 1.2% [2] - Steel social inventory continues to decline, down 2.9% week-on-week [2] Construction Industry - Cement production and demand show marginal improvement, with the national grinding operating rate increasing by 0.5% week-on-week to 38.9% [23] - Cement shipment rates decreased by 0.8% week-on-week to 44.4%, with a year-on-year decline of 2.1% [23] - Cement inventory ratio continues to decline, down 1.9% week-on-week [23] Chemical and Automotive Sectors - The operating rate in the petrochemical chain is at a historical low, with soda ash operating rate down 6.3% week-on-week to 80.7% [12] - The automotive sector shows weak performance, with semi-steel tire operating rates up 1.7% week-on-week to 70.9%, but down 8.1% year-on-year [12] Demand Trends - National commodity housing transactions have decreased, with a 24% week-on-week drop in average daily transaction area across 30 major cities [46] - The migration scale index remains stable, with a year-on-year increase of 0.5 percentage points to 19.8% [58] - Movie attendance and box office revenue have surged, with attendance up 322% year-on-year and revenue up 313.9% [64] Price Trends - Agricultural product prices are generally rising, with vegetable prices up 2.1% week-on-week, while pork prices fell by 0.7% [88] - The South China industrial product price index increased by 1% week-on-week, with energy prices up 0.3% and metal prices up 1.7% [100]

Group 1 - The China Building Materials Federation announced seven groundbreaking technological achievements in the building materials industry, including the world's first "zero-employee" intelligent cement production line by Jidong Cement in Tongchuan, which utilizes "AI + cement manufacturing" for digital factory construction [1] - The intelligent control center at Jidong Cement showcases a virtual 3D digital "twin factory" that simulates key production processes, allowing for optimization and automation with minimal human intervention [1] - The traditional cement production process requires 200-300 workers, while the "unmanned cement factory" operates with only 12 employees per shift for control and inspection tasks, demonstrating significant labor efficiency [4] Group 2 - The factory has established 35,000 data monitoring points and developed unmanned systems for production management, quality control, environmental protection, and safety, creating a "data-driven" digital factory [4] - The packaging process is fully automated, with clean operations that eliminate the dust and chaos typical of traditional factories, enhancing operational efficiency [4] - Drones are employed for comprehensive inspections of the factory, equipped with infrared cameras to identify safety hazards, further contributing to the factory's automation and safety measures [6]