绿色是高质量发展的底色。"十四五"以来，海螺集团践行"两山"理念，落实"双碳"行动，协同推进降碳、减污、扩绿、增长，引领行业向资源节约型、环境 友好型绿色循环产业转型发展。 海螺集团以打赢蓝天保卫战为己任，"十四五"累计投入节能环保技改资金200多亿元，超前谋划实施超低排放技术改造，大力推广应用SCR脱硝、湿法脱 硫、"电收尘"改"袋收尘"等深度减排技术，氮氧化物、二氧化硫、颗粒物平均排放浓度远优于国家及地方排放标准，较"十三五"末大幅优化。集团26家公司 通过重污染天气绩效分级A级企业评审，25家公司通过引领性企业评审，位居行业第一。 海螺集团在超过90%的基地公司推广使用替代燃料，加大生物质燃料、生活垃圾、RDF等资源综合利用，充分利用热值的同时为社会消纳有害废弃物，替代 燃料使用比例达30%以上。在甘肃平凉海螺水泥有限责任公司建成行业首个绿电制氢项目，在安徽荻港海螺水泥股份有限公司试点掺氢燃烧技术，在宁国水 泥厂建成生物质碳项目，大力建设光伏、风力发电项目，多途径开发利用清洁能源，深入推动用能结构转型。 海螺集团广泛推行"水泥+协同处置"模式，实现环境效益与经济效益的双赢，建成76个协同处置环保项目，累 ...

Group 1 - The main market saw a net inflow of 19.18 billion yuan as of January 14 [1] - The top ten sectors with the largest capital outflows included Energy Metals (-1.365 billion yuan), Wind Power Equipment (-1.086 billion yuan), and Communication Equipment (-0.983 billion yuan) [1] - The banking sector experienced a capital outflow of 0.721 billion yuan, while the healthcare services sector saw an outflow of 0.628 billion yuan [1] Group 2 - The Energy Metals sector had a slight decline of 0.13% with a net outflow of 1.365 billion yuan, led by the company Greenmei [2] - The Wind Power Equipment sector increased by 1.61% but still faced a net outflow of 1.086 billion yuan, with major outflow attributed to Daikin Heavy Industries [2] - The Communication Equipment sector rose by 4.01% despite a net outflow of 0.983 billion yuan, primarily driven by Galaxy Electronics [2][3]

Market Overview - The cement sector experienced a decline of 0.45% on January 13, with Sichuan Jinding 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] Individual Stock Performance - Notable gainers included: - Qianou Group (601992) with a closing price of 2.13, up 9.79% and a trading volume of 1.84 million shares, totaling 392 million yuan [1] - Jinyu Cement (000401) closed at 4.62, up 1.09% with a trading volume of 170,600 shares, totaling 78.55 million yuan [1] - Major decliners included: - Sichuan Jinding (600678) with a closing price of 13.72, down 9.97% and a trading volume of 914,500 shares, totaling 1.274 billion yuan [2] - Shangfeng Cement (000672) closed at 12.73, down 5.56% with a trading volume of 289,300 shares, totaling 375 million yuan [2] Capital Flow Analysis - The cement sector saw a net outflow of 384 million yuan from institutional investors, while retail investors contributed a net inflow of 365 million yuan [2] - The table of capital flow indicates that: - Qianou Group had a net inflow of 604.26 million yuan from retail investors, but a net outflow of 8.67 million yuan from institutional investors [3] - Sichuan Jinding experienced a significant net outflow of 866.87 million yuan from institutional investors [3]

Group 1 - The cement sector experienced a slight increase of 0.35% on January 12, with Jinju Group leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1] - Key stocks in the cement sector showed varied performance, with Jin阳重列 rising by 10.23% and 四川金顶 increasing by 7.10% [1] Group 2 - The cement sector saw a net inflow of 363 million yuan from main funds, while retail investors experienced a net outflow of 54.14 million yuan [2] - Major stocks like 四川金顶 and 金隅集团 had significant net inflows from main funds, with 四川金顶 receiving 2.40 billion yuan [3] - Conversely, retail investors withdrew funds from several stocks, including 金隅集团 and 上峰水泥, indicating a shift in investor sentiment [3]

Group 1 - The cement sector experienced a decline of 0.5% on January 9, with Sanhe Pile leading the drop [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Key stocks in the cement sector showed varied performance, with Sifang New Material rising by 1.42% and Sanhe Pile falling by 5.78% [1][2] Group 2 - The cement sector saw a net outflow of 175 million yuan from major funds, while retail investors contributed a net inflow of 218 million yuan [2] - Major funds showed a negative net flow in several stocks, including Conch Cement with a net outflow of 29.21 million yuan [3] - Retail investors had a positive net flow in stocks like Tapa Group, indicating differing investor sentiment across the sector [3]

Group 1 - The State Intellectual Property Office of China has granted a patent titled "Method and Device for Fixing Longitudinal Accessories" to China National Building Material (Shanghai) Aviation Technology Co., Ltd. and China National Building Material Group Corporation, with the announcement number CN116495188B and application date of May 2023 [1] - China National Building Material (Shanghai) Aviation Technology Co., Ltd. was established in 2021, located in Shanghai, and primarily engages in professional technical services, with a registered capital of 1.55 billion RMB [1] - The company has made investments in one enterprise, participated in 87 bidding projects, holds 109 patent records, and possesses 2 administrative licenses [1] - China National Building Material Group Corporation was founded in 1981, based in Beijing, and primarily involved in wholesale, with a registered capital of approximately 17.14 billion RMB [1] - The group has invested in 20 enterprises, participated in 5,000 bidding projects, has 242 trademark records, 784 patent records, and holds 5 administrative licenses [1]

Group 1 - The cement sector experienced a rise of 1.02% on January 8, with Sanhe Pile leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Key stocks in the cement sector showed varied performance, with Sanhe Pile increasing by 10.04% to a closing price of 66.8 [1] Group 2 - The cement sector saw a net inflow of 208 million yuan from main funds, while retail investors experienced a net outflow of 45.83 million yuan [2] - Major stocks like Sanhe Pile and Conch Cement attracted significant main fund inflows, with Sanhe Pile receiving 112.4 million yuan [3] - Retail investors showed a negative trend in several stocks, with Sanhe Pile and Conch Cement both experiencing outflows from retail investors [3]

Group 1 - The cement sector experienced a slight increase of 0.46% on January 7, with Hanjian Heshan leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Key stocks in the cement sector showed varied performance, with Hanjian Heshan rising by 3.63% to a closing price of 5.42 [1] Group 2 - The cement sector saw a net outflow of 470.7 thousand yuan from main funds, while retail investors contributed a net inflow of 2485.69 thousand yuan [2] - The trading volume and turnover for major cement stocks varied, with Shafeng Cement experiencing a decline of 1.97% and a turnover of 4.09 billion yuan [2] - The overall market sentiment reflected mixed movements, with some stocks like Haohua Cement showing significant net inflows from main funds [3]

Group 1 - The cement sector experienced a rise of 0.69% on January 6, with Qingsong Jianhua leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] - Key stocks in the cement sector showed various performance metrics, with Qingsong Jianhua closing at 4.32, up by 2.61%, and Sichuan Jinding closing at 14.48, up by 2.55% [1] Group 2 - The cement sector saw a net outflow of 10.63 million yuan from main funds, while retail investors contributed a net inflow of 75.68 million yuan [2] - The trading volume and turnover for major cement stocks varied, with Huaxin Cement experiencing a decline of 3.13% and a turnover of 375 million yuan [2] - The overall market sentiment reflected mixed movements, with some stocks like Sanhe Yingshao showing slight gains while others faced declines [2] Group 3 - Major net inflows were observed in stocks like Conch Cement, with a net inflow of 39.68 million yuan from main funds, despite a net outflow from retail investors [3] - The net inflow percentages varied across stocks, with Sanhe Yingshao showing a significant 25.28% from main funds, while other stocks like Qingsong Jianhua had a net inflow of 10.34% [3] - The overall distribution of funds indicated a trend where retail investors were more active compared to institutional investors in the cement sector [3]

Core Insights - The Hainan Provincial Market Supervision Administration conducted a quality supervision inspection of cement products in the production sector, revealing no non-compliant products among the 20 batches tested in 2025 [2] Group 1: Inspection Results - All 20 batches of cement products inspected met the relevant standards, indicating a high level of compliance in the industry [2] - The inspection covered various types of cement, including ordinary Portland cement, masonry cement, and volcanic ash cement, showcasing a diverse product range [2] Group 2: Product Details - The inspected products included brands such as "润丰水泥" and "天涯牌", with specifications ranging from bulk to 50kg bags [2] - Production dates for the inspected batches varied from July 17, 2025, to September 29, 2025, indicating ongoing production and quality control efforts [2]