从资金流向上来看，当日装修建材板块主力资金净流入3136.34万元，游资资金净流出1396.99万元，散户 资金净流出1739.35万元。装修建材板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300198 | ST纳川 | 2.20 | -2.65% | 15.33万 | 3361.66万 | | 002392 | 北京利尔 | 9.97 | -2.16% | 29.20万 | 2.87 Z | | 002457 | 青龙营业 | 11.14 | -1.76% | 0 6.06万 | 6732.73万 | | 002791 | 坚朗五金 | 21.32 | -1.71% | 5.15万 | 1.09亿 | | 300374 | 中铁表配 | 16.37 | -1.68% | 5.82万 | 9520.51万 | | 000786 | 北新建材 | 24.20 | -1.55% | 13.10万 | 3.16亿 | | 002088 | 亀阳市能 | 12.24 | - ...

亿欧智库发布报告称，2025年中国智能家居市场规模已突破1万亿。互联网、家电、传统硬件设备巨头 纷纷布局智能家居赛道，产品供给和技术发展日益充分，智能家居市场得到扩展。 北京商报讯（记者 翟枫瑞）10月13日，装修建材板块小幅微跌，以15340.56点收盘，跌幅为0.09%。受 板块影响，装修建材板块个股出现不同程度下跌。松霖科技以29.27元/股收盘，跌幅为4.97%，领跌装 修建材股。德尔未来以5.57元/股收盘，跌幅为3.80%，跌幅位列装修建材股第二。美克家居以2.29元/股 收盘，跌幅为3.78%，跌幅位列装修建材股第三。除此之外，麒盛科技以19.28元/股收盘，涨幅为 9.98%，领涨装修建材股。菲林格尔以47.00元/股收盘，涨幅为9.15%，涨幅位列装修建材股第二。*ST 亚振以37.18元/股收盘，涨幅为5.00%，涨幅位列装修建材股第三。 ...

北京商报讯（记者 翟枫瑞）10月13日，装修建材板块午盘小幅下跌，以15161.28点收盘，跌幅为 1.25%。受板块影响，装修建材板块个股出现不同程度下跌。松霖科技午盘以28.76元/股收盘，跌幅为 6.62%，领跌装修建材股。浙江正特午盘以48.50元/股收盘，跌幅为4.81%，跌幅位列装修建材股第二。 美克家居午盘以2.27元/股收盘，跌幅为4.62%，跌幅位列装修建材股第三。除此之外，麒盛科技午盘以 19.27元/股收盘，涨幅为9.93%，领涨装修建材股。*ST亚振午盘以37.18元/股收盘，涨幅为5.00%，涨幅 位列装修建材股第二。菲林格尔午盘以44.60元/股收盘，涨幅为3.58%，涨幅位列装修建材股第三。 中国银河证券研报表示，2025年9月天气好转，叠加以旧换新政策的持续释放，预计家装市场需求逐步 改善，此外，随着城市更新的推进，旧改、修缮需求将进一步拉动消费建材市场需求。 ...

兔宝宝所属申万行业为：建筑材料-装修建材-其他建材。所属概念板块包括：社保重仓、小盘、定制家 居、融资融券、养老金概念等。 截至6月30日，兔宝宝股东户数4.32万，较上期增加10.64%；人均流通股17035股，较上期减少9.29%。 2025年1月-6月，兔宝宝实现营业收入36.34亿元，同比减少7.01%；归母净利润2.68亿元，同比增长 9.71%。 分红方面，兔宝宝A股上市后累计派现29.42亿元。近三年，累计派现16.00亿元。 机构持仓方面，截止2025年6月30日，兔宝宝十大流通股东中，东方阿尔法产业先锋混合A（011704） 位居第六大流通股东，持股711.43万股，相比上期减少30.00万股。香港中央结算有限公司位居第七大流 通股东，持股635.63万股，为新进股东。国富中小盘股票A（450009）位居第八大流通股东，持股 618.66万股，为新进股东。华夏回报混合A（002001）、交银阿尔法核心混合A（519712）退出十大流 通股东之列。 责任编辑：小浪快报 10月13日，兔宝宝盘中上涨2.04%，截至10:27，报11.51元/股，成交1.14亿元，换手率1.37%，总市值 95. ...

证券研究报告·行业跟踪周报·建筑材料 建筑材料行业跟踪周报 TACO 交易或再来，短期推荐国内循环的科 技方向 增持（维持） [Table_Tag] [Table_Summary] 投资要点 ◼ 大宗建材方面： ◼ 1、玻纤：（1）我们认为中期粗纱盈利有望重回改善趋势。当前行业盈利 仍处低位，一季度以来行业之中前期推迟点火的生产线陆续投产，叠加 关税战下出口需求阶段性受冲击，行业库存逐步积累，粗纱低端产品价 格松动，而中高端产品价格基本稳定。我们认为粗纱中期供给冲击最大 的阶段已经过去，此次行业联合骨干企业的反内卷倡议说明行业稳价共 识的进一步强化，有望推动当前竞争较激烈的品类价格企稳回升。中期 来看，粗纱产品的资本开支已经大幅收缩，下游需求有韧性，随着前期 2025 年 10 月 13 日 证券分析师 黄诗涛 执业证书：S0600521120004 huangshitao@dwzq.com.cn 证券分析师 石峰源 执业证书：S0600521120001 shify@dwzq.com.cn 行业走势 -9% -6% -3% 0% 3% 6% 9% 12% 15% 18% 21% 2024/10/14 202 ...

证券之星消息，10月10日装修建材板块较上一交易日上涨1.64%，法狮龙领涨。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。装修建材板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605318 | 法师龙 | 45.98 | 7.23% | 3.20万 | | 1.42亿 | | 002043 | 兔宝宝 | 11.28 | 4.83% | 26.13万 | | 2.92亿 | | 002271 | 东方雨虹 | 12.86 | 3.71% | 67.55万 | | 8.63亿 | | 002066 | 瑞泰科技 | 16.04 | 3.48% | 12.14万 | | 1.93亿 | | 920580 | 科创新材 | 16.51 | 3.19% | 5.21万 | | 8823.70万 | | 603038 | 华立股份 | 18.10 | 2.96% | 15.52万 | | 2.77亿 | | 00 ...

证券之星消息，10月9日装修建材板块较上一交易日上涨0.61%，万里石领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。装修建材板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002785 | 万里石 | 37.47 | 10.01% | 10.65万 | 3.94亿 | | 002066 | 瑞泰科技 | 15.50 | 5.23% | 11.71万 | 1.80亿 | | 920792 | 东和新材 | 13.28 | 5.06% | 3.22万 | 4193.47万 | | 603378 | 亚士创能 | 5.94 | 4.39% | 14.16万 | 8262.96万 | | 605318 | 法师龙 | 42.88 | 2.63% | 3.49万 | 1.49亿 | | 688119 | 中钢溶耐 | 4.39 | 2.57% | 12.27万 | 5329.00万 | | 002652 | 扬子新材 | 3 ...

Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 15,153.32 points with a growth rate of 0.02% on October 9, 2023, driven by several stocks in the sector showing positive performance [1] Group 1: Stock Performance - Wanli Stone led the sector with a closing price of 37.47 CNY per share, marking a growth of 10.01% [1] - Filinger achieved a closing price of 40.66 CNY per share, with a growth of 5.31%, ranking second in the sector [1] - Ruitai Technology closed at 15.15 CNY per share, reflecting a growth of 2.85%, placing it third among renovation and building materials stocks [1] - ST Sitong led the decline with a closing price of 7.81 CNY per share, down by 3.46% [1] - Mengbaihe closed at 8.68 CNY per share, with a decline of 3.45%, ranking second in losses [1] - Senying Windows closed at 41.79 CNY per share, down by 2.84%, placing it third in the decline [1] Group 2: Market Outlook - According to China Galaxy Securities, the retail sales of building and decoration materials are expected to grow by 1.8% year-on-year from January to August 2025 [1] - The demand in the home decoration market is anticipated to improve gradually due to favorable weather and the ongoing implementation of the old-for-new policy [1] - Urban renewal initiatives are expected to further stimulate demand for renovation and repair, boosting consumption in the building materials market [1]

证券之星消息，9月30日装修建材板块较上一交易日下跌0.43%，鲁阳节能领跌。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。装修建材板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002392 | 北京利尔 | 66'6 | 2.99% | 32.30万 | 3.24亿 | | 002225 | 濮耐股份 | 5.89 | 2.08% | 37.19万 | 2.21亿 | | 002785 | 万里石 | 34.06 | 1.95% | 17.08万 | 5.77亿 | | 300374 | 中铁装配 | 16.31 | 1.75% | 8.32万 | 1.36亿 | | 603038 | 华立股份 | 17.43 | 1.40% | 9.94万 | 1.73亿 | | 605318 | 法师龙 | 41.78 | 1.16% | 3.58万 | 1.49亿 | | 603378 | 亚士创能 | 5.69 | 0.71 ...

Group 1 - The core viewpoint of the news is that China Railway Construction Assembly Co., Ltd. has experienced fluctuations in stock price and trading volume, with a current market value of 4.028 billion yuan and a year-to-date stock price decline of 7.30% [1] - As of September 19, the number of shareholders for China Railway Construction Assembly is 22,000, a decrease of 2.89% from the previous period, with an average of 8,880 circulating shares per shareholder, an increase of 2.97% [2] - The company reported a revenue of 871 million yuan for the first half of 2025, representing a year-on-year growth of 5.73%, while the net profit attributable to shareholders was -36.97 million yuan, showing a year-on-year increase of 24.35% [2] Group 2 - Since its A-share listing, China Railway Construction Assembly has distributed a total of 55.43 million yuan in dividends, with no dividends paid in the last three years [3]