天眼查App显示，近日，城步鸿腾建筑材料有限公司成立，法定代表人为肖粤，注册资本3万人民币， 经营范围为一般项目：建筑材料销售;建筑砌块销售;建筑防水卷材产品销售;建筑装饰材料销售;水泥制 品销售;砼结构构件销售;五金产品零售;建筑用金属配件销售;金属工具销售;劳动保护用品销售（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）。 ...

天眼查App显示，近日，河间市光烁建筑材料有限公司成立，法定代表人为宁思伟，注册资本10万人民 币，经营范围为一般项目：建筑材料销售;五金产品批发;风动和电动工具销售;塑料制品销售;化工产品 销售（不含许可类化工产品）（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）许可项 目：建设工程施工（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）。 ...

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0.24%，行业内，目前股价上 涨的有46只，涨幅居前的有耀皮玻璃、法狮龙、旗滨集团等，涨幅分别为10.04%、6.51%、3.51%。股 价下跌的有23只，跌幅居前的有友邦吊顶、中材科技、中旗新材等，跌幅分别为4.36%、3.62%、 3.02%。 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） （文章来源：证券时报网） 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10个交易日股价刷新历史纪 录。截至11:27，该股目前上涨6.51%，股价报49.91元，成交368.91万股，成交金额1.80亿元，换手率 2.93%，该股最新A股总市值达62.75亿元，该股A股流通市值62.75亿元。 ...

日前，华证指数公布了新一期（2025年7月31日）的ESG评级结果，国际复材（301526.SZ）获得CCC评 级（华证指数评级为C起至AAA九档，C为最低档，AAA为其最高一级评级/AA为其第二档），上一期 （2025年4月30日）ESG评级为CCC。本期ESG评级在43家建筑材料行业A股上市公司中排名第26（上一 期排名第26）。 【ESG小知识】ESG中S维度包含哪些内容？社会（S）：关注企业对待员工、供应商、客户、社区和社 会的方式，包括劳工权利、多样性和包容性、社区投入、安全和健康等方面。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从细项得分来看，国际复材E项得分63.99，评级为CC，行业内排名25/43（E项目评分维度包括气候变 化、资源利用、环境污染、环境友好、环境管理）；S项得分84.55，评级为BBB，行业内排名14/43（S 项目评分维度包括人力资本、产品责任、供应商、社会贡献）；G项得分74.13，评级为B，行业内排名 31/43（G项目评分维度包括股东权益、治理结构、信披质量、治理风险、外部处分、商业 ...

天眼查App显示，近日，内蒙古东嘉科技有限公司成立，法定代表人为潘磊，注册资本300万人民币， 经营范围为一般项目：煤炭及制品销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术 推广；太阳能发电技术服务；建筑材料销售；化工产品销售（不含许可类化工产品）；五金产品零售； 五金产品批发；电子产品销售；机械设备销售；机械设备租赁；商务代理代办服务。（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）。 ...

Group 1: Market Overview - After the National Day holiday, gold prices surged, and the equity market indices showed mixed performance, with the Shanghai Composite Index rising [4] - This week, cyclical theme funds outperformed in net value growth, while pharmaceutical theme funds continued to decline [4] - Domestic stock ETFs saw significant net inflows, with funds primarily increasing positions in TMT, new energy, and cyclical industry ETFs, while reducing positions in large-cap theme ETFs [4] Group 2: Metal and Material Prices - The price of electrolytic cobalt reached 345,000 CNY/ton, a week-on-week increase of 3.9%. The price ratio of electrolytic cobalt to cobalt powder was 0.94, down 5.9% week-on-week [5] - The price of carbon fiber remained stable at 83.8 CNY/kg, with a gross profit of -8.38 CNY/kg [5] Group 3: Construction and Building Materials - Electronic fiberglass prices increased, and the supply-demand situation for fiberglass may improve in Q4. However, cement prices in East China declined, and downstream demand remained weak post-holiday [5] - The glass industry experienced low production and sales rates after the holiday, with inventory levels increasing significantly compared to pre-holiday [5] Group 4: Company Insights - Huguang Co., Ltd. has focused on the research, development, manufacturing, and sales of automotive wiring harnesses for 28 years, capitalizing on opportunities in the electric and intelligent automotive sectors, leading to simultaneous increases in volume and price [6] - Meitu Inc. showcased its core product functionalities during the 2025 Investor Day, highlighting robust fundamentals and accelerated growth in subscription users driven by AI enhancements and global expansion efforts [6]

Group 1: Financial Performance - Everbright Bank plans to grant a comprehensive credit limit of RMB 29 billion to CITIC Financial Asset Management for a period of 12 months, constituting a related party transaction [1] - Xinhua Insurance expects a net profit of RMB 29.986 billion to RMB 34.122 billion for the first three quarters of 2025, representing a year-on-year increase of 45% to 65% [2] - Salt Lake Co. anticipates a net profit of RMB 4.3 billion to RMB 4.7 billion for the first three quarters of 2025, a year-on-year increase of 36.89% to 49.62% [3] - Chujiang New Materials forecasts a net profit of RMB 350 million to RMB 380 million for the first three quarters of 2025, reflecting a year-on-year increase of 2057.62% to 2242.56% [6] - Juchip Technology expects a net profit of RMB 151 million for the first three quarters of 2025, a year-on-year increase of 112.94% [7] - Zhongshi Technology projects a net profit of RMB 230 million to RMB 270 million for the first three quarters of 2025, a year-on-year increase of 74.16% to 104.45% [10] - Feirongda anticipates a net profit of RMB 275 million to RMB 300 million for the first three quarters of 2025, a year-on-year increase of 110.80% to 129.96% [11] Group 2: Corporate Actions - Yiyi Co. is planning to acquire a pet food company and has suspended its stock trading, with an announcement of the transaction expected within 10 trading days [5] - Northern Rare Earth received a warning letter from the Inner Mongolia Securities Regulatory Bureau for failing to disclose non-operating fund occupation by a related party [4] - Han Jian He Shan won a bid for a land drainage project worth RMB 207 million, which accounts for 26.29% of the audited revenue for 2024 [14] - ST Weihai is a candidate for a construction project with a bid amount of RMB 313 million, which is expected to account for 12.60% of the audited total revenue for 2024 [15][16]

证券研究报告·金融工程·金工定期报告 金工定期报告 20251013 从微观出发的五维行业轮动月度跟踪 202510 2025 年 10 月 13 日 [Table_Tag] [Table_Summary] 报告要点 ◼ 2025 年 10 月最新持仓行业为：基础化工、医药生物、建筑材料、银行、 煤炭、电子。 证券分析师 高子剑 执业证书：S0600518010001 021-60199793 gaozj@dwzq.com.cn ◼ 模型多空对冲绩效：以 2015/01/01-2025/09/30 为回测区间，五维行业轮 动模型在申万一级行业中，六分组多空对冲的年化收益率为 21.10%，年 化波动率为 10.84%，信息比率为 1.95，月度胜率为 72.36%，历史最大 回撤为 13.30%；多头对冲全市场行业等权组合的年化收益率为 10.36%， 年化波动率为 6.57%，信息比率为 1.58，月度胜率 69.92%，历史最大回 撤为 9.36%。 ◼ 9 月模型多空收益统计：在申万一级 31 个行业中，根据五维度综合评 分等分为六组，评分最高的为多头组。2025 年 9 月份多头组合收益率为 2.00 ...

智通财经APP讯，四方新材(605122.SH)发布三季度产量快报，前三季度商品混凝土产量252.31万立方 米，同比下降15.94%。 ...

Market Overview - The Shanghai Composite Index fell by 1.30% today, with a trading volume of 977.15 million shares and a total transaction value of 1,590.694 billion yuan, a decrease of 3.91% compared to the previous trading day [1] Industry Performance - The banking sector showed the smallest decline with a change of 0.02%, leading to a transaction value of 26.969 billion yuan, which is an increase of 5.62% from the previous day. The top-performing stock in this sector was Pudong Development Bank, which rose by 4.48% [1] - The automotive sector experienced the largest decline at 3.26%, with a transaction value of 81.481 billion yuan, down by 5.28% from the previous day. The leading stock in this sector was RY Electronics, which fell by 10.00% [2] - Other sectors with significant declines included electric power equipment (-2.71%), communication (-2.65%), and non-bank financials (-1.99%) [1][2] Notable Stocks - In the banking sector, Pudong Development Bank was the standout performer with a gain of 4.48% [1] - In the automotive sector, RY Electronics led the decline with a drop of 10.00% [2] - In the electric power equipment sector, Mingzhi Electric fell by 8.33% [2]