2025年7月29日，上海市建筑行业第一届优质供应商名录发布会暨全产业链对接大会在上海隆重举行。 上海市房地产行业协会联合三家权威行业协会搭建平台整合资源，经过三重严格筛选，最终从众多企业 中确定105家优质单位入选首份供应商名录。涵盖设计单位、施工单位和材料单位三大类，为上海"好房 子"建设、城市更新和绿色转型注入全新动能。 据大会发布信息，本次评选最终确定优质设计单位24家、施工单位7家、材料单位（家电类）25家、材 料单位（装饰材料）49家。其中装饰材料类占据近半数份额，体现了基础建材在建筑品质中的关键地 位，105家入选单位将成为上海建筑行业高质量发展的核心力量，为上海建筑行业的高质量发展提供切 实支持和保障。 在本次入选的优质供应商中，上海爱迪技术发展有限公司凭借其在建筑粘贴材料领域的技术创新和卓越 品质荣获"装饰材料类优质供应商"称号。自1993年创立以来，爱迪技术已深耕建筑材料及应用技术领域 32年。公司始终秉持"持续创新，优质产品，让建筑更完美"的企业使命。爱迪公司解决了石材、人造石 材、玻化砖的泛碱、水斑、空鼓、脱落、开裂等行业顽固性质量问题。 上海爱迪技术发展有限公司在本次评选中凭借其革命 ...

| 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 通信 | 1.27 | 506.97 | 26.53 | 鼎通科技 | 13.77 | | 计算机 | 0.93 | 664.64 | 4.83 | 数字认证 | 20.00 | | 电子 | 0.79 | 1142.17 | 12.36 | N鼎佳 | 466.40 | | 机械设备 | 0.03 | 599.41 | -0.23 | 方盛股份 | 16.36 | | 医药生物 | -0.05 | 880.55 | -15.62 | 灵康药业 | -5.74 | | 综合 | -0.09 | 9.51 | 1.04 | 红棉股份 | -2.08 | | 国防军工 | -0.11 | 347.81 | -24.32 | 博云新材 | -6.21 | | 传媒 | -0.64 | 264.13 | 6.53 | 吉视传媒 | -8.88 | | 社会服务 | -0.68 | 88.07 | 0.42 | 凯撒旅业 | -4 ...

Core Insights - The report highlights the significant role of CFOs in listed companies, with the total compensation for CFOs in A-share companies reaching 4.27 billion yuan in 2024, averaging 814,800 yuan per year [1] - The construction materials sector has faced challenges, with a 12.3% year-on-year decline in revenue, totaling 708.45 billion yuan, and a net profit of 18.84 billion yuan, which is a significant drop compared to 2023 [1] - The average age of CFOs in the construction materials sector is 47.23 years, with a notable gender distribution of 62.5% male and 37.5% female [1] Compensation Analysis - The average annual salary for CFOs in the construction materials sector is 767,800 yuan, with 21.2% earning over 1 million yuan [8] - The highest-paid CFO is Du Hai from Qibin Group, earning 3.44 million yuan, while the lowest is Wang Minmin from Kexin New Materials, with a salary of only 136,600 yuan [8][9] - The salary range shows a significant disparity, with the maximum and minimum salaries differing by 3.36 million yuan [8] Tenure and Turnover - The majority of CFOs in the construction materials sector have a tenure of 5-10 years, accounting for 26.2%, while 24.6% have served for 1-3 years [4] - There were 13 CFO resignations during the reporting period, primarily due to health and job changes, with nearly 70% replaced by successors [4] - Notably, Guotong Co. experienced two CFO resignations within the reporting period, highlighting potential instability [4] Educational Background - Among the CFOs in the construction materials sector, approximately 55.6% hold a bachelor's degree, while 27.0% have a master's degree and 14.3% have a diploma [6] - Zhu Qifeng, CFO of Sanjiao Tree, holds a doctoral degree in investment from Xiamen University, indicating a trend towards higher education among CFOs [6] Compliance and Regulatory Issues - Among the top 10 highest-paid CFOs, one faced regulatory issues, with Sun Yuanyuan from Huali Co. receiving a warning from the Guangdong Securities Regulatory Commission for inaccuracies in financial data [9] - Chen Hongzhao from Kaisen New Energy also faced regulatory scrutiny for accounting discrepancies, reflecting the importance of compliance in financial reporting [9]

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 年龄最大的男性CFO为供职于中国巨石的倪金瑞，现已60岁。万里石的女性CFO朱著香目前58岁，在公司担任副总经理、财务总监。华立股份的董事、财务 总监孙媛媛和凯伦股份（维权）的财务总监季正华年龄最小，仅为35岁。 | 公司名称 | CFO | 年龄 | | --- | --- | --- | | 中国巨石 | 假金瑞 | 60 | | 令隅集团 | 郑宝会 | 58 | | 万里石 | 朱著香 | 58 | | 北玻股份 | 夏冰 | 57 | | 青松建化 | - 陈霞 | 56 11 | | 292 扬子新材 | 滕凤娟 | 56 | | 海南瑞泽 | 张贵阳 | 55 | | 上峰水泥 | 孟维忠 | 55 | | 中旗新材 | 蒋晶晶 | 55 | | 森泰股份 | 周志广 | 55 | 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监 CFO群体薪酬规模合计达42.70亿元，平均年薪为81.48万元。 分行业来看 ...

Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan, and over 21% of secretaries earning more than 1 million yuan [1] Industry Overview - The construction materials sector saw a total revenue of 708.449 billion yuan in 2024, reflecting a year-on-year decline of 12.3%. The net profit attributable to shareholders was recorded at 18.836 billion yuan, which is less than half of the previous year's figure [1] - Approximately 53.4% of secretaries in the construction materials sector are aged between 40-50 years, while 24.7% are aged 30-40 years, and 21.9% are over 50 years old [1] Age and Tenure of Secretaries - The oldest company secretary is 75-year-old Miao Zhen from Jiuding New Materials, while the youngest is 32-year-old Yu Junle from Sanhe Pile [3][4] - The majority of secretaries (32.9%) have a tenure of less than one year, followed by those with 5-10 years (23.3%). Only 12.3% have served for 1-3 years, and 20.6% for 3-5 years, with 8 secretaries having over 10 years of service [5] Educational Background - Among the 71 disclosed educational backgrounds of secretaries, over half hold a bachelor's degree, while master's and doctoral degrees account for 40.8% and 1.4%, respectively. Only 7% have an associate degree [7] Engagement and Activity - In 2024, 61.6% of secretaries conducted fewer than 10 investor meetings, with 19 secretaries having zero meetings. The most active secretary, Tan Mei from Weixing New Materials, held 713 meetings throughout the year, averaging 2-3 meetings per working day [9]

Core Insights - The role of the board secretary is crucial in connecting investors with listed companies, particularly in capital operations [1] - In 2024, the total compensation for board secretaries in A-share listed companies reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] Industry Overview - A total of 73 listed companies in the building materials sector disclosed board secretary information, with overall revenue in 2024 amounting to 708.449 billion yuan, a year-on-year decline of 12.3% [1] - The net profit attributable to shareholders was recorded at 18.836 billion yuan, which is a significant drop, nearly halving compared to 2023 [1] - Only about 30% of companies in this sector reported increases in both revenue and net profit [1] Compensation Analysis - The average annual salary for board secretaries in the building materials sector in 2024 was 666,100 yuan, with 34 secretaries earning above this average [2] - The median salary was 630,200 yuan, with the highest and lowest salaries differing by 2.0166 million yuan [2] - Approximately 18.1% of board secretaries earned over 1 million yuan, while the lowest-paid secretary, Yu Haokun from Jinjing Technology, earned only 191,800 yuan [2] Salary Trends - Compared to 2023, the average and median salaries for board secretaries in the building materials sector decreased by 2.2% and 3.9%, respectively [2] - Among those in office for over a year, 29 secretaries saw a decrease in salary, with the most significant drop being 797,000 yuan for Qin Qing from Hainan Ruize [2] - Conversely, 26 secretaries experienced salary increases, with notable gains of 501,500 yuan and 518,200 yuan for Wang Chuanqiu from Shandong Fiberglass and Huang Dunxia from International Composite Materials, respectively [2] Top Earners - Ding Chengche from China Jushi topped the salary list with 2.0192 million yuan, significantly higher than the second-highest, Deng Lingyun from Qibin Group, who earned 1.772 million yuan [3] - The lowest-paid secretary with over a year of service was Yu Haokun from Jinjing Technology, earning 191,800 yuan and holding no company shares [2][3] - Among the top 10 earners, one secretary, Hu Bingfang from Tibet Tianlu, faced regulatory issues related to financial reporting inaccuracies [3]

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股共有73家建筑材料上市公司公开披露了董事会秘书信息。受上游房地产行业疲软影响，2024年建筑材料上市公司整体实现营收7084.49亿 元，同比下降12.3%；归母净利润录得188.36亿元，较2023年直接"腰斩"，不到三成公司营收、净利双增。 就年龄结构而言，2024年建筑材料上市公司董秘平均年龄为45.79岁，40-50岁群体约占53.4%，30-40岁群体约占24.7%，50岁以上群体约占21.9%。 年龄最大的董秘为九鼎新材（维权）缪振，现已75岁高龄。值得关注的是，缪振同时是公司的副董事长，2024年11月换届被选举为董事会秘书。三和管桩余 俊乐、海南瑞泽秦庆、科顺股份李文东以及东宏股份寻金龙皆为"90后"董秘，最小的年仅32岁。 就任职期限而言，2024年建筑材料上市公司董秘任职期1年以内的占比最高，约 ...

Core Viewpoint - Shanghai Zhezhong Group Co., Ltd. is implementing its first employee stock ownership plan, which has been reviewed and deemed compliant with relevant laws and regulations by Grandall Law Firm [1][2][8]. Group 1: Company Qualifications - Zhezhong Group is a legally established and validly existing joint-stock company with a registered capital as per its business license [3][4]. - The company's stock has been listed on the Shenzhen Stock Exchange since January 28, 2010, under the stock code "002346" [4][5]. Group 2: Legality and Compliance of the Employee Stock Ownership Plan - The employee stock ownership plan has been developed in accordance with the "Guiding Opinions" and has undergone necessary legal procedures [8][11]. - The plan allows voluntary participation from employees without any coercion, adhering to the principle of voluntary participation [5][6]. - The plan stipulates that participants bear their own risks and that their rights are equal to those of other investors [5][6]. - The total amount of funds to be raised through the plan does not exceed 73.127125 million yuan, sourced from employees' legal salaries and other lawful means [6][7]. Group 3: Legal Procedures and Information Disclosure - The company has fulfilled necessary procedures for the implementation of the employee stock ownership plan, including soliciting employee opinions [8][9]. - The plan requires a shareholder meeting for final approval, with related shareholders required to abstain from voting [9][10]. - The company has met its current information disclosure obligations regarding the plan and will continue to fulfill further requirements as the plan progresses [11][12].

（编辑 姚尧） 证券日报网讯 7月30日晚间，韩建河山发布公告称，公司股票于2025年7月28日、7月29日、7月30日连 续三个交易日内收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动情形。经公司自查并向控股 股东及实际控制人询证，截至本公告日不存在应披露而未披露的重大事项或重大信息。 ...

Economic Outlook - The July Politburo meeting assessed that China's economy has shown "steady progress" in 2025, with GDP growth of 5.3% year-on-year in the first half of the year, including 5.4% in Q1 and 5.2% in Q2[4] - The meeting emphasized maintaining policy continuity and stability while enhancing flexibility and foresight, indicating ongoing supportive measures for economic growth[5] - The meeting highlighted the need for macro policies to "continue to exert force and increase strength as needed," aiming to stabilize market expectations and support economic recovery[6] Policy Focus - The meeting prioritized domestic demand, aiming to expand consumer spending and cultivate new growth points in service consumption, particularly in sectors like elderly care and tourism[10] - It underscored the importance of addressing "involution" in industries, promoting orderly competition, and regulating local investment behaviors[10] - The meeting reiterated the significance of urban renewal and risk prevention in real estate, emphasizing strict measures against new hidden debts[13] A-Share Market Outlook - The A-share market has shown positive signals, with trading volumes remaining high and investor sentiment active, supported by a rising financing balance above 1.9 trillion yuan[16] - The market is expected to maintain a high-level oscillation, with the potential for long-term upward trends driven by domestic new momentum and policy support[16] - Key investment areas include anti-involution policies, technology growth sectors, high-dividend assets, and consumer sectors boosted by policy incentives[17] Consumer Market Insights - In the first half of 2025, retail sales of consumer goods reached 24.5458 trillion yuan, growing by 5.0% year-on-year, with non-automotive retail sales increasing by 5.5%[31] - The government plans to implement measures to stimulate consumption, which is expected to enhance investor confidence and drive the performance of the consumer sector upward[31]