针对亿利兴公司违法占地问题，内乡县第一时间成立由纪委监委、法院、公安等部门组成的联合调查组 进驻调查。经初步调查，媒体反映基本属实。目前，我县已组织赵店乡、自然资源局对违法占地所涉建 筑进行拆除，确保11月15日18时前恢复土地原状。对媒体反映的长期执行不到位问题，纪检监察机关已 介入调查，对发现的失职失责行为，将依法追究，绝不姑息。 据人民网11月14日报道，近日，有网民在人民网"领导留言板"反映，南阳市内乡县南阳亿利兴建材有限 公司涉嫌违法占用耕地、违规生产长达4年。 来源：政事儿 报道称，耕地红线不容虚置，监管责任更无"真空地带"。南阳亿利兴建材有限公司违法占用耕地及永久 基本农田生产4年的背后，是相关方对耕地保护制度的公然漠视。 11月14日晚，河南省南阳市内乡县联合调查组情况通报： （文章来源：中国基金报） ...

巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 11月14日晚，河南省南阳市内乡县联合调查组情况通报： 针对亿利兴公司违法占地问题，内乡县第一时间成立由纪委监委、法院、公安等部门组成的 联合调查组进驻调查。 经初步调查，媒体反映基本属实。 目前，我县已组织赵店乡、自然资 源局对违法占地所涉建筑进行拆除，确保11月15日18时前恢复土地原状。对媒体反映的长期 执行不到位问题， 纪检监察机关已介入调查，对发现的失职失责行为，将依法追究，绝不姑 息。 据人民网11月14日报道，近日，有网民在人民网"领导留言板"反映，南阳市内乡县南阳亿利 兴建材有限公司涉嫌违法占用耕地、违规生产长达4年。 报道称，耕地红线不容虚置，监管责任更无"真空地带"。南阳亿利兴建材有 ...

Group 1 - Sichuan Shuangma's stock price increased by 5.01% to 21.36 CNY per share, with a trading volume of 291 million CNY and a market capitalization of 16.307 billion CNY as of November 3 [1] - The company has seen a cumulative increase of 3.3% over the past three days [1] - Sichuan Shuangma's main business segments include private equity fund management (33.36%), cement production (32.46%), biomedicine (23.08%), and aggregates (11.10%) [1] Group 2 - According to data, one fund under GF Fund has a significant position in Sichuan Shuangma, with an increase of 317,600 shares in the third quarter, bringing the total to 976,400 shares, which represents 2.46% of the fund's net value [2] - The fund has realized a floating profit of approximately 996,000 CNY today, with a floating profit of 634,700 CNY during the three-day increase [2] - The GF CSI All-Share Building Materials Index A fund has a total asset size of 305 million CNY and has returned 7.49% year-to-date, ranking 3775 out of 4216 in its category [2]

截至发稿，黄岳累计任职时间4年270天，现任基金资产总规模357.8亿元，任职期间最佳基金回报 53.11%， 任职期间最差基金回报-56.76%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓四川双马。国泰中证全指建筑材料ETF（159745）三季度增持 63.19万股，持有股数130.57万股，占基金净值比例为2.54%，位居第九大重仓股。根据测算，今日浮盈 赚取约131.88万元。 国泰中证全指建筑材料ETF（159745）成立日期2021年6月9日，最新规模11.02亿。今年以来收益 10.7%，同类排名3547/4216；近一年收益3.53%，同类排名3711/3889；成立以来亏损35.52%。 国泰中证全指建筑材料ETF（159745）基金经理为黄岳。 10月31日，四川双马涨5.04%，截至发稿，报21.03元/股，成交2.02亿元，换手率1.29%，总市值160.55 亿元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，四川和谐 ...

Core Viewpoint - The "Henan Province Steel Industry Quality Improvement and Upgrading Action Plan" aims to enhance the efficiency, innovation, and environmental performance of the steel industry by 2027, focusing on resource integration, technological upgrades, and the establishment of a modern steel industry system [1][3][4]. Group 1: Overall Requirements - The plan targets the construction of a modern steel industry system with high-end, intelligent, and green development, aiming to eliminate inefficient production capacity and enhance profitability and innovation by 2027 [4][5]. - By the end of 2025, all production capacity below the energy efficiency benchmark will undergo technological upgrades or be eliminated, with a goal of achieving ultra-low emissions [4][5]. Group 2: Key Tasks - **Optimize Industrial Layout**: The plan emphasizes controlling total steel production capacity and guiding it towards regions with strong resource and market advantages, while promoting integrated layouts among steel, coking, and sintering industries [5][6]. - **Accelerate Enterprise Restructuring**: Support for advantageous enterprises to integrate steel resources through various methods, including capital increases and mixed ownership reforms, is encouraged [5][6]. - **Strengthen Industrial Regulation**: The plan includes a graded evaluation of enterprises to promote breakthroughs in safety, energy conservation, and environmental protection [6][7]. Group 3: Product Structure Upgrade - **Enhance Technological Innovation**: The plan aims to strengthen the research and development capabilities of major innovation platforms and promote the development of high-end steel products [8][9]. - **Develop a Distinctive Product System**: It focuses on adjusting product structures to enhance market supply and build a competitive product system, particularly in high-end steel products [9][10]. Group 4: Green and Intelligent Transformation - **Promote Equipment Upgrades**: The plan supports the upgrade of compliant production equipment and encourages the implementation of capacity replacement projects [10][11]. - **Enhance Green and Low-Carbon Levels**: New and expanded steel projects must meet energy efficiency and environmental performance standards, with a shift towards electric arc furnace short-process steelmaking [10][11]. Group 5: Policy Support and Industry Ecosystem - **Strengthen Policy Support**: The plan emphasizes the role of financial institutions in supporting the steel industry's transformation and development through various financing methods [12][13]. - **Encourage Industry Self-Regulation**: The steel industry association is tasked with guiding enterprises to adhere to national policies and avoid disorderly competition [12][13].

Group 1 - Sichuan Shuangma's stock price increased by 5.08%, reaching 20.28 CNY per share, with a trading volume of 156 million CNY and a turnover rate of 1.03%, resulting in a total market capitalization of 15.483 billion CNY [1] - Sichuan Shuangma was established on October 20, 1998, and listed on August 24, 1999. The company operates in the building materials industry and private equity fund investment management [1] - The revenue composition of Sichuan Shuangma includes private equity fund management at 33.36%, cement at 32.46%, biomedicine at 23.08%, and aggregates at 11.10% [1] Group 2 - Guotai Fund holds a significant position in Sichuan Shuangma, with the Guotai CSI All-Share Building Materials ETF (159745) owning 673,800 shares, accounting for 2.45% of the fund's net value, ranking as the tenth largest holding [2] - The Guotai CSI All-Share Building Materials ETF (159745) was established on June 9, 2021, with a current size of 502 million CNY. Year-to-date returns are 11.14%, ranking 3541 out of 4218 in its category [2] - The fund has a one-year return of 8.62%, ranking 3416 out of 3876, and has experienced a cumulative loss of 35.26% since inception [2]

Core Viewpoint - China National Building Material (CNBM) successfully completed the issuance of its sixth phase of technology innovation perpetual corporate bonds aimed at professional investors, raising a total of 2.1 billion yuan with a subscription multiple of 2.55 and a final coupon rate of 2.10% [1] Group 1 - The total actual issuance amount for the bonds was 2.1 billion yuan [1] - The subscription multiple for the bonds was 2.55, indicating strong investor interest [1] - The final coupon rate set for the bonds was 2.10% [1] Group 2 - The second type of bonds in this issuance was not actually issued [1]

Group 1 - The stock price of Sifang New Materials is reported at 14.30 yuan, down 0.01 yuan from the previous trading day, with a decline of 0.07% [1] - The stock reached a high of 14.42 yuan and a low of 14.14 yuan during the trading session, with a total transaction amount of 0.65 billion yuan [1] - Sifang New Materials specializes in the research, production, and sales of building materials such as ready-mixed concrete and dry-mixed mortar, primarily used in infrastructure construction and real estate development [1] Group 2 - The company announced on August 22 that it has fully returned 200 million yuan of idle raised funds, which were previously used for temporary liquidity, to the dedicated fundraising account [1] - The original planned usage period for these funds was not to exceed 12 months [1] - On August 22, Sifang New Materials experienced a net outflow of 3.8191 million yuan in main funds, with a cumulative net outflow of 17.4642 million yuan over the past five days [1]

Core Viewpoint - China National Building Material Co., Ltd. successfully issued the fifth phase of its technology innovation perpetual corporate bonds, indicating strong market demand and the company's robust position in the building materials industry [2]. Group 1: Bond Issuance Details - The bond issuance consists of two varieties: the first with a term of 3+N years, a scale of 1.5 billion yuan, and a coupon rate of 1.98%, achieving a subscription multiple of 2.73 times; the second with a term of 5+N years, a scale of 1.5 billion yuan, and a coupon rate of 2.05%, achieving a subscription multiple of 2.18 times [2]. - The total issuance scale for both varieties is 3 billion yuan, reflecting strong investor interest [2]. Group 2: Company Overview - China National Building Material Co., Ltd. is a core platform and flagship listed company of China National Building Material Group Corporation, recognized as the largest building materials producer in China [2]. - The company holds the world's leading production capacity in key products such as cement, ready-mixed concrete, gypsum board, and fan blades, showcasing its significant scale advantages [2]. Group 3: Strategic Focus - The company emphasizes technology innovation as a driver for high-quality development, aiming to enhance national strategic technological capabilities and accelerate the industrialization of technological achievements [2]. - Since 2025, the company has successfully issued four phases of technology innovation corporate bonds with the assistance of Shenwan Hongyuan Securities, strengthening its strategic partnership with the issuer [2].

Core Viewpoint - BP has appointed Albert Manifold, former CEO of CRH, as the new chairman amid its challenging strategic transformation to reverse a declining stock price [1] Group 1: Leadership Changes - Albert Manifold will replace Helge Lund as chairman starting in October [1] - Helge Lund has been chairman since 2019, but faced criticism for supporting BP's aggressive push into renewable energy [1][5] - The search for a new chairman was led by BP's senior independent director Amanda Blank, who believes Manifold is ideal for overseeing the next phase of BP's development [1] Group 2: Company Performance - BP's stock price has dropped nearly 30% since Lund took over in 2019, significantly underperforming its peers [2] - The company is currently facing pressure from activist investors like Elliott, who own over 5% of BP and are calling for cost reductions and a refocus on core oil and gas operations [5] Group 3: Market Reactions - BP's stock rose 1% to $32.31 in pre-market trading following the announcement of Manifold's appointment [2] - Analysts from JPMorgan expect that the leadership change will be positively received by the market, despite Manifold's lack of experience in the oil and gas sector [5] Group 4: Future Plans - Murray O'Hanlon, set to become CEO in January 2024, has already announced a reform plan for BP [6] - Other potential candidates for the chairman position included Sam Laidlaw, former CEO of CNA Financial, and Ken MacKenzie, former chairman of BHP [6]