2025年12月23日，山东鲁阳节能材料股份有限公司（以下简称"公司"）召开第十一届董事会第二十一次 （临时）会议，审议通过了《关于子公司补缴税款的议案》。 2026年2月11日，公司之全资子公司内蒙古鲁阳节能材料有限公司（以下简称"内蒙古鲁阳"）收到国家 税务总局呼和浩特市税务局第二稽查局发来的《税务处理决定书》（呼税稽二处[2026]13号），认定内 蒙古鲁阳不符合申请享受资源综合利用的增值税即征即退政策规定条件，不应享受增值税即征即退政 策，应补缴2021年至2023年期间增值税共计36,989,515.50元，并就应补缴的增值税从税款退库之日起至 解缴税款之日止，按日加收滞纳税款万分之五的滞纳金。 内蒙古鲁阳已于2025年12月25日、2026年2月11日，分别向主管税务机关补缴了增值税税款人民币 36,989,515.50元、滞纳金人民币21,522,186.47元，内蒙古鲁阳补缴的增值税税款及滞纳金将影响2025年 度当期损益。 特此公告。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002088 证券简称：鲁阳节能 公告编号：2026-002 山东鲁阳节能材料股份有限公司 关于子 ...

证券代码：002088 证券简称：鲁阳节能 公告编号：2026-002 山东鲁阳节能材料股份有限公司 关于子公司补缴税款的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 2025 年 12 月 23 日，山东鲁阳节能材料股份有限公司（以下简称"公司"）召开 第十一届董事会第二十一次（临时）会议，审议通过了《关于子公司补缴税款的议 案》。 2026 年 2 月 11 日，公司之全资子公司内蒙古鲁阳节能材料有限公司（以下简称 "内蒙古鲁阳"）收到国家税务总局呼和浩特市税务局第二稽查局发来的《税务处理 决定书》（呼税稽二处[2026]13 号），认定内蒙古鲁阳不符合申请享受资源综合利用的 增值税即征即退政策规定条件，不应享受增值税即征即退政策，应补缴 2021 年至 2023 年期间增值税共计 36,989,515.50 元，并就应补缴的增值税从税款退库之日起至 解缴税款之日止，按日加收滞纳税款万分之五的滞纳金。 内蒙古鲁阳已于 2025 年 12 月 25 日、2026 年 2 月 11 日，分别向主管税务机关补 缴了增值税税款人民币 36,989,51 ...

Market Overview - The renovation and building materials sector experienced a decline of 4.35% on February 2, with Gu Di Technology leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable gainers included: - Huali Co., Ltd. (603038) with a closing price of 17.80, up 3.61% [1] - Yangzi New Materials (002652) at 4.01, up 1.78% [1] - Significant decliners included: - Gu Di Technology (002694) at 3.33, down 10.00% [2] - Fangda Group (000055) at 3.84, down 9.65% [2] - Luyang Energy-Saving (002088) at 12.25, down 7.76% [2] Trading Volume and Value - Huali Co., Ltd. had a trading volume of 151,500 shares and a transaction value of 274 million yuan [1] - Gu Di Technology recorded a trading volume of 93,800 shares with a transaction value of 31.23 million yuan [2] Capital Flow - The renovation and building materials sector saw a net outflow of 380 million yuan from institutional investors, while retail investors had a net inflow of 310 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Gu Di Technology had a net inflow of 3.05 million yuan from institutional investors but a net outflow of 3.73 million yuan from speculative funds [3] - Huali Co., Ltd. experienced a net inflow of 3.01 million yuan from institutional investors, while retail investors had a net outflow of 13.28 million yuan [3]

证券代码：002088 证券简称：鲁阳节能 公告编号：2026-001 （一）业绩预告期间 2025年1月1日至2025年12月31日 （二）业绩预告情况：预计净利润为正值且属于同向下降50%以上情形 | 归属于上市公司股东 的净利润 | 万元 盈利：3,000 | – 4,500万元 | 盈利：48,012万元 | | --- | --- | --- | --- | | | 比上年同期下降：90.63% | - 93.75% | | | 扣除非经常性损益后 的净利润 | 盈利：7,900万元 | – 9,400万元 | 盈利：48,603万元 | | | 比上年同期下降：80.66% | - 83.75% | | | 基本每股收益 | 盈利：0.06元/股 | 0.09元/股 – | 盈利：0.94 元/股 | 本次业绩预告是公司财务部门初步测算结果，未经会计师事务所审计，公司与会 计师事务所就本次业绩预告有关事项进行了初步沟通，双方不存在重大分歧。 山东鲁阳节能材料股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 关于公司 ...

Core Viewpoint - The renovation and building materials sector experienced a slight increase of 0.24% on January 23, with Luoyang Energy leading the gains. The Shanghai Composite Index rose by 0.33%, while the Shenzhen Component Index increased by 0.79% [1]. Group 1: Stock Performance - The top-performing stocks in the renovation and building materials sector included: - Luoyang Energy (002088) with a closing price of 12.87, up 10.00% and a trading volume of 198,000 shares, totaling 247 million yuan [1]. - Youbang Ceiling (002718) closed at 67.38, up 6.99% with a trading volume of 30,700 shares, totaling 200 million yuan [1]. - Zhonggang Luonai (611889) closed at 7.52, up 6.67% with a trading volume of 755,000 shares, totaling 562 million yuan [1]. Group 2: Market Trends - The overall market saw a net outflow of 48.64 million yuan from the renovation and building materials sector, with retail investors contributing a net inflow of 233 million yuan [2]. - The main funds showed a mixed trend, with significant outflows from several stocks, including: - Zhonggang Luonai (611889) with a net inflow of 73.53 million yuan from main funds but a net outflow of 15.64 million yuan from speculative funds [3]. - Luoyang Energy (002088) had a net inflow of 52.05 million yuan from main funds, while speculative funds saw a net outflow of 20.99 million yuan [3].

Group 1 - The Shanghai Composite Index is at 4126.30 points, above the six-month moving average, with a slight increase of 0.09% [1] - The total trading volume of A-shares today is 1,352.657 billion yuan [1] - A total of 140 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Group 2 - The stocks with the highest deviation rates include Optech (24.41%), Huamin Co. (14.73%), and Luyang Energy (8.92%) [1] - Other stocks that have just crossed the six-month moving average include Vatti (with a small deviation rate) and Lisheng Pharmaceutical [1] - The trading performance of various stocks shows a range of price changes and turnover rates, indicating diverse market activity [2]

Group 1 - The core viewpoint of the article is that Luyang Energy (002088.SZ) has not yet applied its thermal insulation materials directly in the aerospace sector, although its products can be utilized in the titanium industry, which is relevant for aircraft manufacturing [1]

Market Overview - The renovation and building materials sector experienced a decline of 1.62% on January 13, with Luyang Energy leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable gainers in the renovation and building materials sector included: - Youbang Ceiling (002718) with a closing price of 62.33, up 10.01% and a trading volume of 76,800 shares, totaling 470 million yuan [1] - Kaier New Materials (300234) closed at 5.95, up 3.30% with a trading volume of 372,100 shares, totaling 221 million yuan [1] - Qinglong Pipe (002457) closed at 11.45, up 1.96% with a trading volume of 193,000 shares, totaling 219 million yuan [1] - Conversely, significant decliners included: - Jiyang Energy (002088) closed at 11.67, down 6.57% with a trading volume of 230,100 shares, totaling 275 million yuan [2] - Ruitai Technology (002066) closed at 19.55, down 5.96% with a trading volume of 106,500 shares, totaling 213 million yuan [2] - Beijing Lier (002392) closed at 8.49, down 4.61% with a trading volume of 313,000 shares, totaling 270 million yuan [2] Capital Flow - The renovation and building materials sector saw a net outflow of 233 million yuan from main funds, while retail investors contributed a net inflow of 229 million yuan [2] - The detailed capital flow for selected stocks showed: - Beixin Building Materials (000786) had a main fund net outflow of 30.87 million yuan [3] - Qinglong Pipe (002457) experienced a main fund net inflow of 20.71 million yuan [3] - Weixing New Materials (002372) had a main fund net inflow of 20.23 million yuan [3]

Core Viewpoint - The renovation and building materials sector experienced growth, closing at 17,229.22 points with a rise of 1.33% on January 12, indicating a positive market trend in this industry [1] Group 1: Stock Performance - Luyuan Energy (002088) closed at 12.49 CNY per share, with a significant increase of 10.04%, leading the renovation and building materials stocks [1] - Youbang Ceiling (002718) closed at 56.66 CNY per share, achieving a rise of 10.00%, ranking second among renovation and building materials stocks [1] - Ruitai Technology (002066) closed at 20.79 CNY per share, with a growth of 9.83%, placing third in the sector [1] - Senying Windows (301227) closed at 41.59 CNY per share, experiencing a decline of 9.33%, leading the losses in the renovation and building materials stocks [1] - Zhejiang Zhengte (001238) closed at 52.73 CNY per share, with a decrease of 3.53%, ranking second in losses [1] - Filinger (603226) closed at 29.95 CNY per share, down by 3.26%, placing third in the decline [1] Group 2: Market Insights - Huafu Securities' research report highlights that the Central Economic Work Conference emphasized stabilizing the real estate market, implementing city-specific policies to control increments, reduce inventory, and improve supply [1] - The report also mentions encouraging the acquisition of existing residential properties for the purpose of affordable housing and promoting the reform of the housing provident fund system [1] - With the acceleration of supply-side reform expectations, the building materials capacity cycle is anticipated to reach a turning point [1]

Core Viewpoint - Luyuan Energy announced the approval of a proposal regarding the payment of tax arrears by its subsidiary during the 21st (temporary) meeting of the 11th Board of Directors [2] Group 1 - The company held a temporary board meeting to discuss financial matters [2] - The board approved a proposal for the subsidiary to make tax payments [2]