证券之星消息，8月5日水泥板块较上一交易日上涨0.17%，四方新材领涨。当日上证指数报收于3617.6， 上涨0.96%。深证成指报收于11106.96，上涨0.59%。水泥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) | | | --- | --- | --- | --- | --- | --- | --- | | 605122 | 四方新材 | 14.21 | 1.94% | 6.08万 | | 8614.09万 | | 600449 | 宁夏建材 | 13.80 | 1.40% | 7.43万 | | 1.02亿 | | 003037 | 三和营桩 | 68'8 | 1.37% | 17.45万 | | 1.55亿 | | 600802 | 福建水泥 | 5.37 | 1.32% | 10.71万 | | 5721.55万 | | 000672 | 上峰水泥 | 8.88 | 0.79% | 13.21万 | | 1.17亿 | | 002205 | 国统股份 | 13.15 | 0.69% | 10.92万 | | 1.44亿 | | 60067 ...

Core Views - The construction materials industry is expected to stabilize and recover due to loose macroeconomic policies, with significant attention on the supply side's proactive changes [4] - The cement industry is implementing self-discipline and peak production measures, accelerating supply reduction amid production restrictions and tightening carbon emission targets [4] - The glass fiber industry is experiencing sustained demand growth, with price increases of 10%-15% for thermoplastic/wind power glass fiber products and 15%-20% for other products, leading to improved performance [4] Cement Industry - Demand is expected to stabilize as housing market confidence strengthens, with signs of recovery in transaction prices and a narrowing decline in transaction volumes [4][19] - The cement and concrete sectors are supported by ongoing infrastructure demand and urban renewal, with industry profitability remaining robust [4][31] - The average coal price, which constitutes the largest portion of cement clinker costs, is predicted to remain low, further reducing costs and supporting profitability recovery in 2025 [4][35] Glass Fiber Industry - The glass fiber sector is seeing a structural improvement in demand, with applications expanding in wind energy, electronics, and thermosetting products [4][42] - The industry is characterized by a high concentration of production capacity, with the top three companies accounting for approximately 63% of domestic capacity [4][49] - Price trends are positive, with a recovery in profitability expected due to demand growth and proactive supply-side changes [4][51] Consumer Building Materials - The consumer building materials sector is benefiting from policies aimed at stabilizing the housing market, with ongoing demand for renovation and urban renewal projects [4][66] - The shift from B-end to C-end customers is creating opportunities for brands with strong channel capabilities, with companies like兔宝宝 (Rabbit Baby) and北新建材 (Beixin Building Materials) being highlighted for their competitive advantages [4][102] - The second renovation demand is anticipated to grow as the housing stock ages, with significant potential for market expansion in the coming years [4][69]

Core Insights - Xiangyang Technology Co., Ltd., a company founded less than three years ago, has begun construction on a phased array radar production base in Nantong Economic and Technological Development Zone with a total investment of 520 million yuan, expected to be operational next year [1] - Nantong Development Zone is focusing on deep-sea industry development, having signed over 20 deep-sea industry projects worth more than 10 billion yuan in the first half of the year [1] - The deep-sea industry is seen as a significant growth area, with Nantong aiming to double its marine industry scale to over 70 billion yuan within three years [5] Company Developments - Xiangyang Technology has developed a shipborne AIP array product utilizing artificial intelligence and phased array technology, breaking foreign monopolies and positioning itself as a key player in the ship navigation communication equipment sector [1] - Zhongtian Marine Cable, a company with over 20 years in the Nantong Development Zone, is focusing on providing systematic, intelligent, and green marine power transmission solutions, contributing to the development of offshore wind power projects [2][3] Industry Trends - The Nantong Development Zone is creating a new industrial development pattern characterized by leading enterprises driving growth, supported by park platforms and upstream-downstream collaboration [2] - The region is actively integrating its industrial chain, with significant projects like a $1.3 billion green energy ship auxiliary system and a $68 million LNG gasification system being developed [2] - The local government is implementing policies to support deep-sea industry development, including land allocation for future industrial clusters [4][5]

Overview of Work Stoppage - The company’s wholly-owned subsidiary, Chongqing Guangcheng Building Materials Co., Ltd., and its building materials division hold mining rights for limestone resources in Jiangjia Town, Banan District, Chongqing, primarily engaged in open-pit limestone mining and production of sand and gravel aggregates for the company's concrete production [1] - As of March 9, 2025, the Chongqing section of the Yuxiang High-speed Railway has entered the joint debugging and testing phase, leading to a prohibition on blasting in certain mining areas, which has been complied with, while other mining operations continue normally [1] - The limestone resources have been largely depleted, and the company plans to gradually cease operations based on the actual production conditions of its subsidiaries and initiate pit closure procedures as per regulations [1] Impact on the Company - The high-speed railway has caused the company’s subsidiaries to complete mining operations ahead of schedule, leading to a gradual transition to work stoppage [2] - The company is currently conducting surveys and confirmations of unmined mineral resources and is in discussions with local authorities regarding the future handling of these areas, with final outcomes still under negotiation [2] - The limestone resources are primarily used for the company’s concrete production, and despite the depletion of resources, the company has established a stable procurement system for sand and gravel aggregates, ensuring no significant impact on its main business operations [2] - The current market price for sand and gravel aggregates in Chongqing remains low, and the company’s procurement volume is closely tied to its concrete production, indicating that the impact from the high-speed railway encroachment is not expected to result in significant losses [2] - The company will comply with legal requirements for pit closure, manage employee placements, and fulfill environmental restoration responsibilities to ensure smooth and orderly progress in closure and reclamation work [2]

重庆四方新材股份有限公司 关于子公司、分公司停工停产的公告 本公司董事会及全体董事保证本公告不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、停工停产情况概述 重庆四方新材股份有限公司（以下简称"公司"）全资子公司重庆光成建材 有限公司（以下简称"光成建材"）和重庆四方新材股份有限公司建材分公司（以 下简称"建材分公司"）拥有在重庆市巴南区姜家镇的两座建筑用石灰岩矿产资 源开采权，主营业务为露天开采石灰岩并生产砂石骨料，主要用于公司自身商品 混凝土的生产。 2025 年 3 月 9 日，渝湘高铁重庆段正式进入联调联试阶段，公司两座矿山 的部分矿区处于禁止放炮开采区，该部分矿区已按要求停止开采，其他区域的开 采工作及已开采矿石的后续生产工序正常开展。 证券代码：605122 证券简称：四方新材 公告编号：2025-050 证券代码：605122 证券简称：四方新材 公告编号：2025-050 现阶段，重庆市砂石骨料的市场价格仍处于低位，公司对砂石骨料的采购总 量与公司商品混凝土日常生产量紧密相关，并且矿区被压覆部分的后续处置情况 已进行了初步沟通。因此，公 ...

人民财讯8月1日电，四方新材（605122）8月1日晚间公告，公司全资子公司光成建材和建材分公司拥有 在重庆市巴南区姜家镇的两座建筑用石灰岩矿产资源开采权，主营业务为露天开采石灰岩并生产砂石骨 料，主要用于公司自身商品混凝土的生产。2025年3月9日，渝湘高铁重庆段正式进入联调联试阶段，公 司两座矿山的部分矿区处于禁止放炮开采区，该部分矿区已按要求停止开采，其他区域的开采工作及已 开采矿石的后续生产工序正常开展。近期，除上述停止开采的区域外，光成建材和建材分公司所拥有的 原石灰岩矿产资源已基本开采完成，非开采工序陆续进入收尾阶段，公司将根据子公司和分公司的实际 生产经营情况逐步停工停产，并根据相关规定启动闭坑事宜。目前，渝湘高铁已正式开通，公司正在推 进未开采矿产资源储量勘测、确认工作，并就未开采矿区的后续处置事宜与当地主管部门进行协商，最 终处置结果尚在沟通中。 ...

Core Viewpoint - The company, Sifang New Materials (四方新材), has announced the status of its limestone mining operations in Chongqing, indicating a transition towards the closure of its mining activities due to regulatory changes and depletion of resources [1] Group 1: Company Operations - The company's wholly-owned subsidiary, Chongqing Guangcheng Building Materials Co., Ltd., and its building materials division hold mining rights for limestone resources in Jiangjia Town, Banan District, Chongqing [1] - The main business involves open-pit limestone mining and the production of sand and gravel aggregates, primarily for the company's own concrete production [1] - As of March 9, 2025, the Chongqing section of the Yuxiang High-speed Railway has entered the joint debugging and testing phase, leading to a prohibition on blasting in certain mining areas [1] Group 2: Mining Status - The company has ceased mining operations in the restricted areas as required, while other mining activities and subsequent production processes continue normally [1] - The limestone resources in the non-restricted areas have been nearly fully mined, with non-mining processes entering the final stages [1] - The company plans to gradually suspend operations based on the actual production and operational conditions of its subsidiaries and initiate closure procedures in accordance with relevant regulations [1]

四方新材（605122）公告，全资子公司光成建材和建材分公司拥有在重庆市巴南区姜家镇的两座建筑用 石灰岩矿产资源开采权。由于高铁压覆部分矿产资源，公司矿山的部分矿区已停止开采，其他区域的开 采工作及已开采矿石的后续生产工序正常开展。随着原石灰岩矿产资源基本开采完成，公司将逐步停工 停产，并启动闭坑事宜。公司表示，矿山被高铁压覆事项不会对公司主营业务产生重大影响，也不会产 生重大损失。 ...

Market Overview - As of 14:00, the Shanghai Composite Index is at 3607.62 points, with a slight decline of -0.06% [1] - The total trading volume of A-shares today is 14,725.33 billion yuan [1] Technical Analysis - A total of 51 A-shares have seen their 5-day moving average cross below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - HaHuan (301137) with a distance of -1.61% - BaiLi Electric (600468) with a distance of -1.18% - JingYun (601908) with a distance of -0.92% [1] Individual Stock Performance - HaHuan (301137) is down by -1.34% with a trading turnover of 3.48% and a latest price of 33.85 yuan, which is -4.08% from the 10-day moving average [1] - BaiLi Electric (600468) has decreased by -1.50% with a turnover of 1.91% and a latest price of 6.56 yuan, -4.39% from the 10-day moving average [1] - JingYun (601908) has dropped by -2.33% with a turnover of 2.38% and a latest price of 3.77 yuan, -4.02% from the 10-day moving average [1] Additional Stock Data - Other stocks showing a downward trend include: - SiFang (605122) down -3.17% with a latest price of 14.37 yuan - HaoLaiKe (603898) down -3.78% with a latest price of 10.19 yuan - HeDuan Intelligent (603011) down -1.14% with a latest price of 15.65 yuan [1] - Stocks with minor declines include: - SuNeng (600925) down -0.39% with a latest price of 5.07 yuan - ChangSha Bank (601577) up 0.70% with a latest price of 10.10 yuan [1][2]

Market Overview - The Shanghai Composite Index is at 3625.08 points, with a change of 0.43% [1] - The total trading volume of A-shares is 820.36 billion yuan [1] Stocks with Death Cross - 41 A-shares have seen their 5-day moving average cross below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - HaHuan (301137) at -1.55% - BaiLi Electric (600468) at -1.12% - JingYunTong (601908) at -0.84% [1] Detailed Stock Performance - HaHuan (301137): Today's change is -0.70%, with a 5-day moving average of 34.76 yuan and a 10-day moving average of 35.31 yuan, showing a distance of -1.55% [1] - BaiLi Electric (600468): Today's change is -0.90%, with a 5-day moving average of 6.79 yuan and a 10-day moving average of 6.87 yuan, showing a distance of -1.12% [1] - JingYunTong (601908): Today's change is -1.55%, with a 5-day moving average of 3.90 yuan and a 10-day moving average of 3.93 yuan, showing a distance of -0.84% [1] Additional Stock Movements - Other stocks with notable movements include: - Ke (603898): -2.93% change, 5-day MA of 10.91 yuan, 10-day MA of 10.98 yuan, distance of -0.65% [1] - SiFang New Material (605122): -1.35% change, 5-day MA of 15.05 yuan, 10-day MA of 15.15 yuan, distance of -0.62% [1] - GuaiBao Pet (301498): 0.01% change, 5-day MA of 92.39 yuan, 10-day MA of 92.88 yuan, distance of -0.53% [1]