Workflow
SHANGFENG CEMENT(000672)
icon
Search documents
上峰水泥财务总监孟维忠中专学历年薪70万,公司营收净利双降
Xin Lang Zheng Quan· 2025-08-06 06:54
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 作为上市公司核心管理层关键成员,财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示,2024年A股上市公司财务总监(CFO)群体薪酬规模合计达42.70亿元,平均年薪 为81.48万元。 年龄对比:55岁的孟维忠在群体中属年长梯队(最年长62岁为永新光学毛凤莉和恒锋工具(维权)郑继 良,最年轻47岁为鹏翎股份范笑飞),排名中上游。 | | | A股中专学历CFO盘点 | | | | | --- | --- | --- | --- | --- | --- | | 简称 | CFO | 2024新部万元 | | 薪酬变化万元 学历 年龄 | | | 振华股份 | 杨帆 | 122.10 | 9.32 | 中专 | 57 | | 沪光股份 | 王建根 | 95.97 | 8.43 | 中专 | 58 | | 周大生 | 讲金卓 | 83.80 | 11.2 | 中专 | 53 | | 春雪食品 | 郝孔臣 | 80.5 ...
水泥板块8月5日涨0.17%,四方新材领涨,主力资金净流出3.9亿元
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 ...
建筑材料行业跟踪周报:PMI走弱,需求侧等待新政策-20250804
Soochow Securities· 2025-08-04 02:28
Investment Rating - The report maintains an "Accumulate" rating for the construction materials industry [1] Core Views - The construction materials sector is experiencing weak demand, with the PMI showing a decline. The market is awaiting new policies to stimulate demand [4] - The report highlights that the cement market is facing challenges due to adverse weather conditions, leading to a low average shipment rate of less than 45% in key regions. However, the overall price decline has slowed down, indicating potential stabilization in the near term [11][18] - The report suggests that the supply-side consensus on self-discipline within the industry is strengthening, which may lead to better profitability compared to the previous year [11] - The report recommends focusing on cyclical industries that may benefit from policy support, particularly in cement and glass sectors, and highlights specific companies such as Huaxin Cement, Conch Cement, and others as potential investment opportunities [4][11] Summary by Sections 1. Industry Trends - The construction materials sector has seen a decline of 2.31% in the past week, underperforming against the Shanghai Composite Index [4] - The report notes that the cement price is currently at 339.7 RMB/ton, down 1.0 RMB/ton from the previous week and down 42.5 RMB/ton year-on-year [19][20] 2. Bulk Construction Materials Fundamentals and High-Frequency Data 2.1 Cement - The average cement shipment rate is reported at 44.7%, with a slight increase of 1.7 percentage points from the previous week, but a decrease of 2.0 percentage points year-on-year [26] - The report anticipates that cement prices will stabilize in the short term, despite current weak demand [11][18] 2.2 Glass - The average price of float glass is reported at 1295.3 RMB/ton, which is an increase of 56.7 RMB/ton from the previous week but a decrease of 175.7 RMB/ton year-on-year [4] - The report indicates that the glass industry is expected to see a supply-side contraction, which may improve the supply-demand balance in the short to medium term [14] 2.3 Fiberglass - The report highlights that the market for electronic fiberglass products is evolving, with a clear trend towards high-end products, which are expected to see increased penetration and value growth [12] - The profitability of ordinary fiberglass remains resilient, with ongoing demand in sectors like wind power and thermoplastics [12] 3. Industry Dynamics Tracking - The report discusses the impact of government policies aimed at stimulating domestic demand, particularly in the housing market, which is expected to improve the outlook for construction materials [15] - The report emphasizes the importance of companies that are exploring new business models and enhancing their supply chain efficiency [15]
建筑建材行业周报:继续推荐中国化学等低估值行业龙头-20250803
Western Securities· 2025-08-03 07:20
Investment Rating - The report maintains a positive outlook on industry leaders with low valuations, particularly China Chemical [1][3]. Core Viewpoints - The construction and building materials industry is currently at the bottom of its economic cycle, with expectations for stabilization and recovery due to supportive government policies [1][2]. - Recent government meetings emphasized the need for high-quality investment and the activation of private investment, which could enhance the industry's outlook [1]. - The report highlights the recent approval of two coal-to-natural gas projects in Xinjiang, marking a significant step towards low-carbon and clean development in the coal chemical industry [1]. Market Overview - As of August 1, 2025, the newly issued local government special bonds amounted to 183.204 billion yuan, a week-on-week decrease of 10.82% [2]. - In July, the total new local government special bonds issued reached 616.936 billion yuan, a month-on-month increase of 17.04% and a year-on-year increase of 119.18% [2]. - The construction index fell by 2.51% and the building materials index fell by 3.32% during the week of July 28 to August 1, 2025 [10]. Cement Market Analysis - National cement prices continued to decline, with a week-on-week drop of 0.3% as of August 1, 2025 [41]. - The average national cement price was 339.7 yuan per ton, with significant regional variations [46]. - The report anticipates a stabilization in cement prices in the short term, despite current demand not showing significant improvement [41]. Company Performance and Valuation - The report strongly recommends focusing on major construction blue-chip stocks such as China Communications Construction, China Railway Construction, and China State Construction [3]. - The construction sector's overall valuation is at a historical low, with the current price-to-earnings (P/E) ratios for the construction and building materials sectors at 8.72 and 19.67, respectively [18]. - Key companies in the construction sector are experiencing varying growth rates in new orders, with China Railway Construction showing a decline in order growth in recent quarters [63].
水泥板块8月1日跌0.99%,韩建河山领跌,主力资金净流出6.75亿元
Market Overview - The cement sector experienced a decline of 0.99% on August 1, with Han Jian He Shan leading the drop [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Individual Stock Performance - Notable gainers in the cement sector included: - Ta Pai Group (002233) with a closing price of 8.19, up 1.36% [1] - Shang Feng Cement (000672) at 8.81, up 0.69% [1] - Wan Nian Qing (000789) at 6.11, up 0.49% [1] - Conversely, Han Jian He Shan (603616) saw a significant drop of 7.01%, closing at 7.16 [2] - Other notable declines included: - Tibet Tianlu (600326) down 4.96% at 18.20 [2] - Guo Tong Shares (002205) down 4.63% at 12.99 [2] Trading Volume and Capital Flow - The cement sector experienced a net outflow of 675 million yuan from institutional investors, while retail investors saw a net inflow of 602 million yuan [2][3] - The trading volume for major stocks included: - Han Jian He Shan with 1.0794 million shares traded [2] - Tibet Tianlu with 3.3295 million shares traded [2] Capital Inflow Analysis - Major stocks with significant net inflows from retail investors included: - Shang Feng Cement with a net inflow of 29.50 million yuan [3] - Ta Pai Group with a net inflow of 26.16 million yuan [3] - Conversely, stocks like San He Ying Zhuang (003037) and Jin Yu Group (601992) experienced net outflows from institutional investors [3]
2025年中国蒸压砖行业概述、产业链、产量、需求量、竞争格局及发展趋势研判:政策积极推动绿色建材发展,为蒸压砖行业发展创造良好的发展环境[图]
Chan Ye Xin Xi Wang· 2025-08-01 01:18
Core Viewpoint - The demand for autoclaved bricks in China is expected to grow significantly due to their environmental benefits and government support for green building materials, with a projected demand of 25,220 million cubic meters in 2024, a year-on-year increase of 7.18% [1][13]. Group 1: Industry Overview - Autoclaved bricks are widely used in residential, public, and industrial buildings, particularly in green and energy-efficient constructions due to their eco-friendly and energy-saving characteristics [1][13]. - The autoclaved brick industry is categorized into two main types: autoclaved fly ash bricks and autoclaved sand-lime bricks, with various strength grades [3]. - The production of autoclaved bricks utilizes industrial solid waste, such as fly ash, which contributes to environmental sustainability [6]. Group 2: Industry Demand and Supply - The demand for autoclaved bricks in China is projected to reach 25,220 million cubic meters in 2024, reflecting a 7.18% increase from the previous year [1][13]. - The production volume of autoclaved bricks is expected to grow from 14,510 million cubic meters in 2018 to 26,372 million cubic meters in 2024, driven by advancements in production technology and increased utilization of solid waste [11]. Group 3: Industry Chain - The upstream of the autoclaved brick industry includes suppliers of raw materials such as cement, lime, sand, and fly ash, which are essential for brick production [5]. - The midstream involves the manufacturing of autoclaved bricks, where companies process raw materials into finished products [5]. - The downstream applications of autoclaved bricks span across construction, road, and infrastructure sectors [5]. Group 4: Competitive Landscape - The autoclaved brick industry is experiencing intensified competition due to increasing demand for new building materials and government support for energy-saving policies [15]. - Leading companies in the industry are leveraging smart manufacturing and high solid waste incorporation technologies to maintain market dominance [15]. - Key players in the market include Shaanxi Black Cat, Hainan Blue Island Environmental Industry, and Guizhou Anshun Jia Yu New Materials [15][17]. Group 5: Industry Trends - There is a growing emphasis on green production practices within the autoclaved brick industry, focusing on reducing emissions and utilizing industrial waste as raw materials [21]. - The industry is expected to adopt more automated and intelligent production processes to enhance efficiency and product quality [22]. - Continuous improvement in product performance is anticipated, with developments aimed at higher strength, better insulation, and additional functionalities to meet the demands of high-end and energy-efficient buildings [24].
2025年中国加固材料行业发展历程、产业链、市场规模、竞争格局及未来趋势研判:建筑加固改造的需求增加,加固材料市场规模近千亿元[图]
Chan Ye Xin Xi Wang· 2025-07-29 01:24
Core Viewpoint - The reinforcement materials industry in China is experiencing significant growth driven by urbanization, aging infrastructure, and increasing safety standards, with the market expected to reach approximately 914.2 billion yuan in 2024, reflecting a year-on-year growth of 7.7% [1][13]. Industry Overview - Reinforcement materials are essential in civil engineering, used to strengthen existing structures to meet new safety and usage requirements. Common types include structural adhesives, crack injection materials, cement-based grouting materials, polymer mortars, and fiber-reinforced composites [3][4]. Industry Development History - The reinforcement materials industry has evolved through three stages: early development, growth, and modern development, with significant advancements in carbon fiber cloth technology and chemical grouting materials [5]. Industry Chain - The reinforcement materials industry chain consists of upstream raw materials and production equipment, midstream manufacturing, and downstream application fields, including building reinforcement, bridge engineering, and water conservancy projects [7]. Key Application Areas - The bridge engineering sector is a major application area for reinforcement materials, addressing issues like structural aging and damage. The total length of roads and bridges in China is projected to grow from 5.756 million kilometers in 2019 to 6.466 million kilometers by 2024, with a compound annual growth rate of 2.35% [11]. Market Dynamics - The carbon fiber cloth market is expected to reach approximately 7.713 billion yuan in 2024, driven by its high strength, lightweight, and ease of application in various structural reinforcement projects [14]. Competitive Landscape - The global reinforcement materials industry features a diverse competitive landscape, with international brands like Sika, Hilti, and Toray competing alongside domestic companies such as Hanma and Guterbang, which leverage technological innovation to gain market share [17][20]. Future Trends - The industry is moving towards smart technology integration, with IoT and big data enhancing monitoring and predictive maintenance capabilities. Additionally, there is a shift towards green materials, with a focus on low-carbon and recyclable options, and a trend towards comprehensive service models that integrate design, construction, and maintenance [25][27][28].
行业周报:雅江下游水电工程顺利开工,关注建材投资机会-20250727
KAIYUAN SECURITIES· 2025-07-27 09:29
Investment Rating - The investment rating for the construction materials industry is "Positive" (maintained) [1] Core Views - The construction materials index increased by 8.20% in the week from July 21 to July 25, 2025, outperforming the CSI 300 index by 6.51 percentage points [4][13] - The construction materials sector has shown strong performance over the past three months, with an increase of 16.12%, and over the past year, it has risen by 28.09%, both outperforming the CSI 300 index [4][13] - The report highlights significant investment opportunities in the construction materials sector, particularly due to the commencement of major projects like the Yarlung Tsangpo River downstream hydropower project, which is expected to boost demand for related construction materials [3] Summary by Sections Market Overview - The construction materials index has outperformed the CSI 300 index by 6.51 percentage points this week, with a year-to-date increase of 28.09% compared to the CSI 300's 21.06% [4][13] - The average PE ratio for the construction materials sector is 29.88 times, ranking it 17th lowest among all A-share industries, while the PB ratio is 1.28 times, ranking it 7th lowest [20][23] Cement Sector - As of July 25, 2025, the average price of P.O 42.5 bulk cement is 275.19 RMB per ton, reflecting a 2.02% decrease from the previous period [25][27] - The clinker inventory ratio has increased to 69.07%, up by 1.83 percentage points [26] Glass Sector - The spot price of float glass has risen to 1255.79 RMB per ton, an increase of 3.41% [78] - The inventory of float glass has decreased by 4.05%, with a total of 53.34 million weight boxes as of July 25, 2025 [80][81] - The price of photovoltaic glass has slightly decreased to 115.63 RMB per weight box, down by 0.34% [85]
龙虎榜 | 3机构怒砸!多游资加仓中国电建,深股通大买雪人集团1.32亿元
Ge Long Hui· 2025-07-24 01:57
Market Overview - On July 23, the Shanghai Composite Index rose by 0.01%, while the Shenzhen Component Index fell by 0.37%, and the ChiNext Index remained unchanged [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.86 trillion yuan, with over 4,000 stocks declining [1] - Sectors such as hydropower, beauty care, securities insurance, CRO, banking, and small metals saw significant gains, while sectors like Hainan, military industry, ultra-high voltage, and cement experienced declines [1] Focus Stocks - Xue Ren Group experienced a trading halt, with the market's consecutive board height reduced to four for Nanmin Group [3] - Zhibo Design and Shen Shui Planning Institute both achieved a 20% increase for three consecutive boards in the hydropower station concept stocks [3] - Hengli Drilling Tools reached a 30% increase for three consecutive boards in the shield machine concept stocks, while China Railway Construction reached a 20% increase for three consecutive boards [3] Top Net Buy and Sell on Dragon and Tiger List - The top three net buying stocks were Xue Ren Group (244 million yuan), Kailong Co., Ltd. (134 million yuan), and Qingyun Technology (97.91 million yuan) [4] - The top three net selling stocks were Tianshan Co., Ltd. (295 million yuan), China Power Construction (220 million yuan), and Lansheng Co., Ltd. (150 million yuan) [5] - Xue Ren Group's stock surged, with a turnover rate of 32.19% and a trading volume of 2.372 billion yuan, with net buying from the Shenzhen Stock Connect of 164 million yuan [5] Company Developments - Xue Ren Group has developed a comprehensive technical plan for large-scale concrete temperature control needs in its projects and has participated in multiple hydropower projects in the Yarlung Tsangpo River basin [8] - The company’s helium compressor is used in a major national scientific research project, achieving international leading technology in the controlled nuclear fusion field [8] - Xue Ren Group is investing 280 million yuan to build a hydrogen fuel cell system production base, expected to be operational by July 2028, aligning with national hydrogen energy policies [8] Other Notable Stocks - Nanjing New Hundred, involved in innovative drugs and cell immunotherapy, reported a revenue increase of 1.98% to 6.7 billion yuan in 2024 [11] - Zhendong Pharmaceutical, focusing on anti-tumor traditional Chinese medicine, has a leading product in the market and has resolved a significant arbitration issue [15] - Tianshan Co., Ltd. saw a decline of 6.27% with a trading volume of 1.371 billion yuan, while Shangfeng Cement fell by 9.27% with a trading volume of 675 million yuan [12][18]
盘中突破3600点后冲高回落 是趋势反转还是逢低布局机会?
Guang Zhou Ri Bao· 2025-07-23 17:04
Market Overview - The Shanghai Composite Index reached a high of 3600 points during the day but closed at 3582.3 points, up 0.01% [1] - The total market turnover was 1.9 trillion yuan, a decrease of 30.3 billion yuan from the previous day [1] - The Hang Seng Index rose by 1.62%, reaching a three-and-a-half-year high, while the Hang Seng Tech Index increased by 2.48% [1] Sector Performance - The financial sector played a significant role in pushing the index above 3600 points, but it retreated in the afternoon [2] - Notable performances included Guosen Securities, which rose over 5%, and New China Life Insurance, which hit a historical high of 64.29 yuan per share [2] - The Yajiang Hydropower concept stocks showed mixed results, with some core stocks like China Power Construction and Tibet Tianlu achieving three consecutive gains, while others like Ankao Zhidian fell over 13% [2] Institutional Insights - Analysts from GF Securities suggest that the recent index fluctuations are not indicative of a trend reversal but rather a release of multiple pressures [3] - If trading volume remains below 1.7 trillion yuan in the coming days, short-term support for the Shanghai index may drop to the 3536-3542 point gap [3] - Huatai Securities reports that brokerage firms are expected to see high growth in their semi-annual earnings, indicating a potential recovery in the brokerage sector [3]