截至2025年12月31日收盘，海螺水泥(600585)报收于21.86元，上涨0.09%，换手率0.38%，成交量15.39 万手，成交额3.37亿元。 当日关注点 持续关连交易：采购燃烧促进剂、熔解促进剂、脱硫剂及水处理剂 安徽海螺水泥股份有限公司于2025年12月31日与海螺制剂签订两项采购框架协议，分别用于2026年度采 购燃烧促进剂、熔解促进剂及脱硫剂、水处理剂，预计总交易金额分别为不超过人民币1.51亿元和1.49 亿元。该等交易构成持续关连交易，已获董事会批准，遵循公平原则，符合公司股东整体利益。 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。 来自交易信息汇总：12月31日主力资金净流入1640.22万元，占总成交额4.87%。 来自公司公告汇总：海螺水泥与海慧公司签署两项持续关连交易合同，2026年度物流运输服务交 易上限达30亿元。 12月31日主力资金净流入1640.22万元，占总成交额4.87%；游资资金净流入568.41万元，占总成交额 1.69%；散户资金净流出2208.63万元，占总成交额6.56%。 ...

Core Viewpoint - The stock price of Conch Cement (600585) has shown a slight increase, closing at 22.2 yuan, reflecting a 0.09% rise from the previous week, with a total market capitalization of 115.843 billion yuan, ranking first in the cement sector and 154th in the A-share market [1]. Trading Information Summary - On December 29, Conch Cement executed a block trade with a transaction amount of 2.221 million yuan [2][4]. Company Announcement Summary - Conch Cement signed a logistics and equipment usage contract with Haihui Company on December 31, 2025, with a total transaction cap of 3 billion yuan for logistics services and 150 million yuan for equipment usage in 2026 [3][4]. - The company also entered into two procurement framework agreements with Conch Additives, with expected total transaction amounts not exceeding 151 million yuan and 149 million yuan for various chemical agents in 2026 [3][4].

Core Viewpoint - The company has entered into two procurement framework agreements with Conch Reagents, involving the purchase of combustion and melting aids, as well as desulfurization and water treatment agents, with a total estimated transaction amount for 2026 not exceeding RMB 3 billion [1] Group 1: Procurement Agreements - The company signed a procurement framework agreement for combustion and melting aids with Conch Reagents, with a total estimated transaction amount for 2026 not exceeding RMB 151 million [1] - The company also signed a procurement framework agreement for desulfurization and water treatment agents with Conch Reagents, with a total estimated transaction amount for 2026 not exceeding RMB 149 million [1]

于2025年12月31日，公司(为其自身及代表集团相关成员)与海螺制剂签订了《脱硫剂、水处理剂采购框 架协议》。根据该协议，集团拟在2026年1月1日至2026年12月31日期间，向海螺制剂采购脱硫剂、水处 理剂。《脱硫剂、水处理剂采购框架协议》项下预计总交易金额(即2026年度上限)为不超过人民币1.49 亿元。 格隆汇12月31日丨海螺水泥(00914.HK)公告，于2025年12月31日，公司(为其自身及代表集团相关成员) 与海螺制剂签订了《燃烧促进剂、熔解促进剂采购框架协议》。根据该协议，集团拟在2026年1月1日至 2026年12月31日期间，向海螺制剂采购燃烧促进剂、熔解促进剂。《燃烧促进剂、熔解促进剂采购框架 协议》项下预计总交易金额(即2026年度上限)为不超过人民币1.51亿元。 ...

泰和科技所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：合成生物、固态电 池、磷酸铁锂、钒电池、储能等。 截至11月28日，泰和科技股东户数2.68万，较上期增加4.40%；人均流通股5101股，较上期减少4.22%。 2025年1月-9月，泰和科技实现营业收入21.19亿元，同比增长27.73%；归母净利润8876.56万元，同比增 长5.99%。 分红方面，泰和科技A股上市后累计派现3.75亿元。近三年，累计派现1.74亿元。 12月23日，泰和科技盘中上涨2.04%，截至11:09，报27.06元/股，成交1.24亿元，换手率3.42%，总市值 59.11亿元。 资金流向方面，主力资金净流出1087.38万元，特大单买入140.97万元，占比1.14%，卖出377.29万元， 占比3.04%；大单买入2473.90万元，占比19.93%，卖出3324.97万元，占比26.79%。 泰和科技今年以来股价涨71.58%，近5个交易日涨4.00%，近20日跌8.86%，近60日跌3.46%。 今年以来泰和科技已经5次登上龙虎榜，最近一次登上龙虎榜为11月13日，当日龙虎榜净买入1.03亿 ...

Group 1 - Company plans to repurchase shares worth between 50 million to 100 million yuan at a price not exceeding 14.00 yuan per share to reduce registered capital [1] - Company is engaged in investment operations, environmental engineering EPC, water treatment equipment production and sales, and water environment design consulting [1] Group 2 - Company announced a change in its joint venture investment project to a "100,000 tons/year waste rubber green low-carbon recycling preparation of carbon-based new materials project" with a total investment of 88 million yuan for the first phase [2][3] Group 3 - Company received an administrative regulatory measure decision from the Beijing Securities Regulatory Commission due to the failure to timely disclose the judicial freeze of shares [4] - The controlling shareholder's shares were frozen, accounting for 13.9% of the total share capital [4] Group 4 - Company is in the product development stage for its embodied intelligent robot business, which has not yet achieved mass production or revenue generation [5][6] Group 5 - Shareholders plan to reduce their holdings by up to 2.98% of the company's total shares through various trading methods [7][8] - Company specializes in the research, design, manufacturing, and sales of material handling equipment [9] Group 6 - Shareholders plan to reduce their holdings by up to 3% of the company's total shares [10][11] Group 7 - Shareholders plan to reduce their holdings by up to 1% of the company's total shares [12][18] Group 8 - Company announced the receipt of a property with an estimated value of 133 million yuan, which is expected to increase pre-tax profits by approximately 130 million yuan for the 2025 fiscal year [17][18] Group 9 - Company announced that its main product, phosphorus trichloride, is primarily used in the production of water treatment agents [19] - The company is facing risks related to the administrative approval process for a project that is behind schedule [19] Group 10 - Controlling shareholders plan to reduce their holdings by up to 3.66% of the company's total shares [20][21] Group 11 - Company signed a strategic framework agreement with a robotics company to collaborate on applications in intelligent manufacturing [22] Group 12 - Company plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [23] Group 13 - Controlling shareholder plans to transfer 5% of the company's shares as part of a cash acquisition arrangement [24] Group 14 - Company announced a change in control with a new controlling party following a share transfer agreement [25] Group 15 - Company plans to transfer 60% of its subsidiary's equity at a base price of 1.6756 million yuan, which is expected to reduce net profit by approximately 26.4 million yuan for the 2025 fiscal year [26] Group 16 - Major shareholder plans to provide a loan of up to 1.666 billion yuan to the company for debt repayment purposes [27]

Core Viewpoint - The company, Qing Shui Yuan (300437.SZ), has reported significant investor interest in its phosphate chemical concept, despite its main business being focused on water treatment agents and related products [1] Group 1: Business Overview - The company's main business includes the production, research and development, and sales of water treatment agents and derivatives, as well as industrial water treatment services and environmental engineering construction services [1] - The primary products are organic phosphine products and polymer products, mainly used in industrial water treatment [1] - As of the 2024 annual report, the revenue from water treatment agents and derivatives accounts for 80.55% of the company's total revenue [1] Group 2: Recent Developments - There is heightened investor attention on the company's involvement in the phosphate chemical sector, particularly regarding its production of phosphorus trichloride, which is essential for the production of water treatment agents [1] - The company is facing delays in the administrative approvals for its relocation project, which includes a planned annual production of 20,000 tons of phosphorus pentachloride, leading to concerns about the project's progress and potential termination risks [1]

Company Announcements - *ST Zhengping has completed the stock suspension review and will resume trading on November 12, confirming normal production and operation without significant changes [1] - Upwind New Materials is in the product development stage for its embodied intelligent robot business, which has not yet achieved mass production or revenue generation [2] - Shannon Chip Innovation's fourth largest shareholder, Shenzhen Xinlianpu, has pledged 1.27 million shares for financing purposes [3] - Qing Shui Yuan's phosphorus trichloride products are primarily used in the production of water treatment agents [4] - Midea Group announced a cash dividend plan of 5 yuan per 10 shares, totaling 3.448 billion yuan, with the record date on November 17 [4] - Huiyuan Communication is planning a change of control, leading to a stock suspension starting November 12 [5] - Shen Gong Co. has clarified that some research reports on its performance forecasts represent only analysts' personal views [6] - World is developing diamond micro-drills for PCB processing, which are still in the R&D phase [6] - Haike New Source has signed an agreement with Kunlun New Materials for the purchase of 596,200 tons of electrolyte solvent [7] - Tongxing Technology plans to invest 3.2 billion yuan in a project to produce 100,000 tons of sodium battery cathode materials and 6 GWh battery cells [8] Investments & Contracts - Zhongjin Irradiation is investing 200 million yuan to build an electronic accelerator intelligent manufacturing project [10] - Hongri Da is collaborating with Te Du Technology and Hongke Tongchuang to establish a joint venture for semiconductor packaging [10] Shareholding Changes - Jian Kai Technology's controlling shareholder Xuanzhao plans to transfer 3% of its shares through a pricing inquiry [12] - Yue Wannianqing's shareholder Hehe Investment intends to reduce its stake by up to 3% [14] Financing & Capital Increase - Weiteng Electric plans to raise up to 300 million yuan through a private placement for various manufacturing projects [22] Other Developments - Zhifei Biological has received approval for clinical trials of a vaccine for adolescents and adults [23] - Shanghai Kaibao has obtained approval for clinical trials of a drug for acute ischemic stroke [24]

Core Viewpoint - The company, Qing Shui Yuan (300437.SZ), has reported significant investor interest in its phosphate chemical concept, despite its main business being focused on water treatment agents and related products [1] Group 1: Business Overview - The company's main business includes the production, research and development, and sales of water treatment agents and derivatives, as well as industrial water treatment services and environmental engineering construction services [1] - The primary products are organic phosphine products and polymer products, with a major application in industrial water treatment [1] - As of the 2024 annual report, revenue from water treatment agents and derivatives accounts for 80.55% of total revenue [1] Group 2: Recent Developments - There is heightened investor attention on the company's involvement in the phosphate chemical sector [1] - The company's main business remains unchanged, focusing on the research, production, and sales of water treatment agents [1] - The construction progress of a project involving the annual production of 20,000 tons of phosphorus pentachloride is behind schedule due to pending administrative approvals, posing a risk of project termination [1]

Core Viewpoint - The company, Qing Shui Yuan (300437.SZ), has experienced significant investor interest due to its involvement in the phosphorus chemical sector, despite facing challenges in its main business of water treatment agents [1] Group 1: Company Overview - Qing Shui Yuan specializes in the research, production, and sales of water treatment agents, with phosphorus trichloride being a key product used in the production of these agents [1] - The company is currently undergoing a relocation project that includes a production capacity of 20,000 tons of phosphorus pentachloride per year [1] Group 2: Project Status - The company has not yet obtained all necessary administrative approvals for its relocation project, leading to slower than expected construction progress [1] - There is a risk of project termination due to the delays in obtaining approvals [1]