第一财经记者从森大集团了解到，该集团主要从事陶瓷制品、洁具、卫生用品、家用日化、个人护理、五金百货等产品的研发和生产，在全球13个国家开设 了32家工厂，其中11家位于非洲国家。现阶段已经在加纳等多个国家设立子公司。在加纳该集团共设有9家工厂，工厂专注于生产瓷砖、洁具、婴儿纸尿 裤、洗衣粉、香皂、卫生巾、五金及纸箱等产品。在加纳当地，森大集团旗下品牌包括特福（Twyford）、乐舒适（Softcare）和Kleesoft等。 乐舒适最初起始于森大集团2009年开展的卫生用品贸易，如今是该集团的成员企业。据弗若斯特沙利文，以2024年销量计算，乐舒适在非洲婴儿纸尿裤和卫 生巾市场均排名第一，市场份额分别为20.3%及15.6%；以2024年收入计算，乐舒适在非洲婴儿纸尿裤市场和卫生巾市场均排名第二，市场份额分别为17.2% 及11.9%。近几年，经过一系列的重组，乐舒适开始独立运营。近日，乐舒适正式递表港交所，冲刺IPO。 森大集团创始人、总裁沈延昌在接受第一财经记者采访时表示，从森大集团过去二十几年在非洲的一个投资过程来看，现在中资企业出海到非洲去投资，是 非常好的窗口期。 现在中资企业出海到非洲去投资，是非 ...

从技术分析的角度，今日的走势说明整数关口的突破并不有效，3900点以上仍然存在较大压力，反而市 场的先扬后抑一定程度挫伤了多头的做多热情。从15分钟级别来看，昨日的上涨呈现涨幅逐渐衰减的特 征，体现了多头接力力度的衰竭；而今日的下挫则较为流畅，直至昨日早盘低点支撑区间才略有企稳， 恐高情绪的扩散不言而喻。 上证综指收盘下跌36.94点，跌幅：0.94%，报3897.03点；深证成指收盘下跌370.14点，跌幅：2.7%，报 13355.42点；创业板指收盘下跌148.56点，跌幅：4.55%，报3113.26点。假期结束，节前避险的资金重 新活跃，成交量恢复至节前较高水平。沪深两市成交额约2.5万亿，较昨日缩量超1000亿。 板块方面，今日热点轮动加速。前期表现稍弱的反内卷板块涨幅居前，建材、煤炭等有所表现。红利板 块出现反弹，多支银行个股出现止跌迹象。受券商调整中芯国际折算率等消息影响，市场对科技成长股 过高估值水平的担忧逐渐发酵，前期表现亮眼的科技成长板块集体杀跌。 节后开盘首日沪指气势如虹，受长假期间贵金属及港美科技股大涨刺激，"有色+科技"携手并进， 一举 攻下3900点压力位。今日则风云突变，受券商 ...

每经AI快讯，东鹏控股（SZ 003012，收盘价：7.33元）10月10日晚间发布公告称，广东东鹏控股股份 有限公司及控股子公司于近日取得由国家知识产权局颁发的13项发明专利证书。专利名称分别为"一种 具有立体丝状染色效果的瓷砖及其制备方法""金黄色金属干粒釉及其制备方法、应用"等。截至本公告 披露日，公司及控股子公司累计取得各类型专利2525项，现有各类型有效专利1315项。 （记者 曾健辉） 截至发稿，东鹏控股市值为85亿元。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ 2025年1至6月份，东鹏控股的营业收入构成为：瓷砖占比84.69%，洁具占比12.67%，其他占比2.63%。 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 注：数据来源wind、截至2025.10.9，建材ETF规模为11.06亿，在同类3只产品中排名第一。如提及 个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。 市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任何投 资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的产 品。基金有风险，投资需谨慎。 每日经济新闻 申万宏源表示，消费建材方面，优质企业有望进一步凸显自身α，25Q3提价品种值得观察。25Q3民 用地产需求仍然相对疲弱，零售建材或表现相对较好。品牌价值突出、零售属性强、重装修比例较高的 后周期板块如涂料、瓷砖等预计亮眼，尤其是具备强品牌、强渠道的头部企业有望进一步受益。非洲、 南美等地城镇化率逐步提升，后周期装修建材格局较好，维持较好景 ...

大家好，目前是一个AI数字化高度发展的时代，我们佛山企业该如何突出重围，赢得自己的一片天地呢？今天就由我点精网络的小胡来讲讲品牌赋能，破 局而立：佛山企业决胜市场的生存之道。在当前同质化竞争加剧、消费决策日益复杂的市场环境中，品牌形象已不再是大型企业的专属装饰，而是所有佛山 企业，尤其是制造业与服务业求生存、谋发展的关键所在。它决定了客户是选择你而非竞争对手的最终理由，是摆脱价格战泥潭、构建企业护城河的核心资 产。对于佛山企业而言，如何树立一个强大而独特的品牌形象，已成为一道必答题。 一、跳出"有产品，无品牌"的传统窠臼 佛山拥有深厚的制造业根基，"有家就有佛山造"誉满全国。然而，过去许多企业习惯于扮演"隐形冠军"或贴牌生产的角色，品牌意识相对薄弱。当下市场生 存的关键，正是要彻底扭转这一观念，从"卖产品"的思维升级到"卖品牌"、"卖价值"的思维。消费者购买的不仅是一个水龙头、一块瓷砖，更是一种品质的 承诺、一种审美的认同、一种健康生活的解决方案。 科技赋能，塑造"智造"新形象：将佛山传统的"制造"优势与数字化、智能化紧密结合。通过宣传智能工厂、工业互联网平台、产品的智能功能，将品牌 与"创新"、"前沿"、" ...

Core Viewpoint - Marco Polo, a ceramic brand, has received approval for its IPO and will issue up to 119 million new shares on October 13, despite facing declining performance due to the overall downturn in the ceramic industry and the real estate sector [1][2][3]. Financial Performance - In the first half of the year, Marco Polo reported revenue of 3.218 billion yuan, a year-on-year decrease of 11.82%, and a net profit of 655 million yuan, down 7.9% [2]. - The average sales price per square meter fell by 2.27% to 37.08 yuan [2]. - Projections for 2022-2024 show a decline in revenue from 8.66 billion yuan in 2022 to 7.324 billion yuan in 2024, with net profit decreasing from 1.514 billion yuan to 1.327 billion yuan [4]. Market Environment - The real estate investment in China is projected to drop from 13.29 trillion yuan in 2022 to 10.03 trillion yuan in 2024, negatively impacting demand for Marco Polo's products [5]. - The ceramic industry is experiencing increased competition and a reduction in the number of large-scale enterprises, with the number of companies decreasing from 1,093 in 2020 to 993 in 2024, and total tile production dropping by 30.26% [6]. Market Share and Position - Marco Polo's market share has shown slight improvement, increasing from 2.62% in 2022 to 3.27% in 2024, but remains relatively low in a fragmented industry [6]. Accounts Receivable Risk - The company faces high accounts receivable risks, with values of 2.028 billion yuan, 1.6 billion yuan, and 1.214 billion yuan over the past three years, representing significant portions of current assets [7]. - There are concerns about potential bad debts due to credit defaults from real estate clients, which could impact cash flow and operational performance [7]. Fundraising and Future Prospects - The IPO aims to raise 2.376 billion yuan, primarily for expanding production capacity and upgrading manufacturing processes [8]. - Despite the listing, the company must navigate a challenging market environment, as previous ceramic companies that went public have seen declining market values [8].

Company Overview - Dongpeng Holdings is located in Foshan, Guangdong Province, and was established on November 4, 2011. The company was listed on October 19, 2020. Its main business involves the research, production, and sales of building sanitary ceramics, represented by tiles and sanitary ware [1][2]. Financial Performance - For the first half of 2025, Dongpeng Holdings achieved a revenue of 2.934 billion yuan, a year-on-year decrease of 5.18%. The net profit attributable to the parent company was 219 million yuan, reflecting a year-on-year increase of 3.85% [2]. - Since its A-share listing, Dongpeng Holdings has distributed a total of 1.331 billion yuan in dividends, with 744 million yuan distributed over the past three years [3]. Stock Performance - As of September 26, Dongpeng Holdings' stock price increased by 2.13%, reaching 7.20 yuan per share, with a total market capitalization of 8.33 billion yuan. The stock has risen by 13.08% year-to-date [1]. - The company has seen a net inflow of main funds amounting to 3.0443 million yuan, with significant trading activity over the past 60 days, where the stock price increased by 26.98% [1]. Shareholder Information - As of June 30, the number of shareholders for Dongpeng Holdings was 27,800, a decrease of 0.40% from the previous period. The average circulating shares per person increased by 0.37% to 41,196 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest, holding 23.3987 million shares, an increase of 4.3828 million shares compared to the previous period [3]. Business Segmentation - The main revenue composition of Dongpeng Holdings includes glazed tiles (83.73%), sanitary ceramics (6.81%), bathroom products (5.86%), other products (2.63%), and unglazed tiles (0.96%) [1]. Industry Classification - Dongpeng Holdings is classified under the light industry manufacturing sector, specifically in home goods, focusing on tiles and flooring. The company is associated with various concept sectors, including share buybacks, graphene, Olympic concepts, virtual digital humans, and new retail [2].

Key Points - Marco Polo has filed a prospectus to issue new shares and list on the Shenzhen Stock Exchange, attracting significant market attention as a well-known building materials company [1][10] - The new share issuance is seen as an important financing channel and a strategic development milestone for the company [1] Group 1: Key Information from the Prospectus - Marco Polo plans to raise funds primarily for capacity expansion, product structure optimization, and working capital supplementation [3] - The exact scale of the issuance has not been finalized, but it is expected to be a highlight in the Shenzhen market if successfully executed [4] Group 2: Industry Background - The building materials industry is closely linked to macroeconomic conditions and the real estate market, exhibiting significant cyclicality [5] - Recent strict regulations in the domestic real estate market have slowed industry growth, posing challenges for traditional building materials companies [5] - However, new market opportunities are emerging, and Marco Polo could leverage capital market resources for transformation and upgrade, potentially gaining a competitive edge [5] Group 3: Use of Raised Funds and Strategic Direction - The funds raised will focus on several key areas, indicating a shift from traditional building materials to a "green + intelligent + branding" approach [6] - Specific initiatives include expanding production capacity with smart production lines, increasing R&D in green building materials, optimizing channel layouts, and enhancing liquidity for daily operations [8] Group 4: Impact on Market and Investors - The listing will provide Marco Polo with a broader financing platform, helping to lower capital costs and optimize capital structure while enhancing brand credibility [8] - If successful in the capital market, Marco Polo could set a precedent for the domestic building materials industry, potentially increasing industry concentration [8] - Investors are particularly focused on the sustainability of the company's profit model, industry cyclicality risks, and the reasonableness of new share pricing [8] Group 5: Future Outlook - Marco Polo has a strong foundation in the tile and building materials sector, and if it can capitalize on the listing opportunity for product innovation and channel upgrades, its growth potential remains promising [9] - Accelerating efforts in green building materials, smart manufacturing, and international market expansion could further enhance market share and profitability [9]

Group 1: Industry Overview - The construction ceramics industry is experiencing a shift from an incremental growth phase to a competitive environment with a focus on quality development, driven by urbanization and renovation demands [2] - As of the end of 2024, there are 993 enterprises in the construction ceramics industry, with an exit rate of 11.75% in 2023, indicating a consolidation trend [2] - The market remains fragmented, presenting both opportunities and challenges for mergers and acquisitions [2] Group 2: Company Performance - The company has observed a decline in gross profit margin due to factors such as scale effects, capacity utilization, and market price fluctuations [3] - Price reductions in the first half of the year were primarily due to strategic pricing adjustments to support distributors and maintain market confidence [4] - The company is focusing on product innovation and operational efficiency to counteract price declines and improve overall performance [4] Group 3: Digital Transformation - The company is advancing its digital transformation strategy, extending digital applications from production to marketing, design, delivery, and service [5] - By leveraging digital tools, the company aims to optimize production planning, enhance efficiency, and ensure product quality [5] - The company has been recognized as an advanced intelligent factory in Guangdong Province, reflecting its commitment to innovation [5] Group 4: Market Outlook - Despite recent adjustments in the real estate market, there remains significant demand in the domestic property market, which is expected to support the ceramics industry [6] - The market share of leading ceramic companies is still relatively low, indicating potential for growth through continuous product innovation and service enhancement [6] - The company is considering its convertible bond balance of over 300 million and will evaluate the possibility of adjusting the conversion price based on various factors [7]

9月18日，东鹏控股盘中下跌2.07%，截至13:47，报7.10元/股，成交5274.22万元，换手率0.65%，总市 值82.15亿元。 资金流向方面，主力资金净流出137.14万元，特大单买入157.15万元，占比2.98%，卖出164.77万元，占 比3.12%；大单买入475.95万元，占比9.02%，卖出605.46万元，占比11.48%。 东鹏控股今年以来股价涨11.51%，近5个交易日跌0.98%，近20日涨12.52%，近60日涨24.78%。 今年以来东鹏控股已经1次登上龙虎榜，最近一次登上龙虎榜为8月28日，当日龙虎榜净买入349.19万 元；买入总计7732.71万元 ，占总成交额比15.82%；卖出总计7383.52万元 ，占总成交额比15.11%。 分红方面，东鹏控股A股上市后累计派现13.31亿元。近三年，累计派现7.44亿元。 机构持仓方面，截止2025年6月30日，东鹏控股十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股2339.87万股，相比上期增加438.28万股。 责任编辑：小浪快报 资料显示，广东东鹏控股股份有限公司位于广东省佛山市禅城区季华西路127号 ...