Investment Rating - The report rates the central state-owned enterprises in the building materials industry as "Positive" [2] Core Insights - The overall ESG scores of the 11 central state-owned enterprises in the building materials sector are good, with strengths in climate change response and social responsibility, while governance performance varies among companies [4][12] - The scoring results show that 2 companies scored above 90, 5 companies scored between 80-89, 3 companies scored between 70-79, and 1 company scored between 60-69, with no companies scoring below 60 [12] - The report emphasizes the importance of ESG performance in the context of increasing regulatory requirements and market expectations [4] Summary by Sections 1. Overall Scores and Areas for Improvement - The ESG scores of the 11 central state-owned enterprises are generally good, with climate change and social responsibility being strong points, while governance disclosures need improvement [12] 2. Importance Assessment - 10 out of 11 companies disclosed importance assessments, indicating a high level of awareness regarding issues related to their financial performance [15][17] - Only 1 company included third-party verification in their ESG report, highlighting a gap in external validation [15][17] 3. Environmental & Climate Focus - The total scores for "environment + climate change" range from 24 to 34 (out of 35), with 7 companies scoring between 30-34, indicating a strong focus on these issues [20] - All companies disclosed their waste management practices, with a 100% disclosure rate for "three wastes" [24] 4. Social Responsibility - All 11 companies disclosed their contributions to rural revitalization and social welfare, reflecting a strong commitment to social responsibility [53][56] - Most companies provided detailed accounts of their funding, project execution, and social impact [53] 5. Governance Structure - The governance scores are primarily in the mid to high range, with 9 out of 11 companies achieving full marks in three governance areas [68] - Most companies have established robust governance mechanisms, but disclosures regarding ESG information supervision are still lacking [68][71] 6. Climate Management - 8 companies have established climate management frameworks, but there is a need for improved transparency and quantification in risk management [49] - All companies disclosed their climate-related targets, focusing on carbon reduction and energy efficiency [50]

Market Overview - The cement sector increased by 2.66% on October 9, with Tianshan Co. leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Individual Stock Performance - Tianshan Co. (000877) closed at 6.57, up 9.14% with a trading volume of 1.4871 million shares [1] - Qingsong Jianhua (600425) closed at 4.68, up 5.64% with a trading volume of 1.2673 million shares [1] - Xibu Construction (002302) closed at 6.94, up 5.31% with a trading volume of 453,600 shares [1] - Wan Nian Qing (000789) closed at 6.04, up 4.14% with a trading volume of 193,400 shares [1] - Other notable performers include Tapai Group (002233) and Sichuan Jinding (600678), with increases of 2.63% and 2.60% respectively [1] Fund Flow Analysis - The cement sector saw a net inflow of 233 million yuan from institutional investors, while retail investors experienced a net outflow of 62.51 million yuan [2] - Major stocks like Tianshan Co. and Conch Cement (600585) had significant fund flow variations, with Tianshan Co. experiencing a net outflow of 90.91 million yuan from institutional investors [3] - Conch Cement had a net inflow of 87.31 million yuan from institutional investors, indicating strong interest [3]

Core Points - Lin Bin has submitted a resignation report to the board of directors of Western Construction, citing work adjustment as the reason for his resignation from the eighth board of directors and the position of deputy general manager [1] - After his resignation, Lin Bin will continue to hold other positions within the company [1]

证券代码：002302 证券简称：西部建设 公告编号：2025-049 林彬先生在担任公司董事、副总经理期间，恪尽职守、勤 勉尽责，为促进公司规范运作、高质量发展发挥了积极作用。 公司董事会对林彬先生在任职期间为公司发展所做出的贡献 表示衷心的感谢！ 关于公司董事、高级管理人员离任的公告 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。 一、董事、高级管理人员离任情况 中建西部建设股份有限公司（以下简称"公司"）董事会于 近日收到林彬先生提交的书面辞职报告。因工作调整原因，林 彬先生申请辞去公司第八届董事会董事、副总经理职务。离任 后，林彬先生将继续在公司担任其他职务。 林彬先生的原定任期至公司第八届董事会届满之日止。根 据《中华人民共和国公司法》《深圳证券交易所股票上市规则》 及《公司章程》等相关规定，林彬先生的离任未导致公司董事 会成员低于法定最低人数，其辞职报告自送达董事会之日起生 效。本次董事、高级管理人员变动不会对公司及公司董事会的 正常运作产生影响。 截至本公告日，林彬先生未持有公司股份，亦不存在应当 履行而未履行的承诺事项。 二、备查文件 1.林彬 ...

南财智讯9月29日电，西部建设公告，因工作调整原因，林彬先生申请辞去公司第八届董事会董事、副 总经理职务。林彬先生的辞职报告自送达董事会之日起生效。 ...

Market Overview - The Shanghai Composite Index closed at 3872.88 points, up 1.17%, with a total trading volume of 1.7438 trillion yuan [1] - As of the current date, 94 A-shares have surpassed their annual moving average [1] Stocks Surpassing Annual Moving Average - Notable stocks with significant deviation rates include: - Kaiwang Technology (301182) with a deviation rate of 15.21% and a daily increase of 17.68% [1] - Wanli Stone (002785) with a deviation rate of 9.52% and a daily increase of 10.01% [1] - Daqing Huake (000985) with a deviation rate of 9.44% and a daily increase of 10.00% [1] - Other stocks with smaller deviation rates include: - China CNR (601990) and Beidahuang (000995), both just above their annual moving average [1] Additional Stocks with Positive Performance - Other stocks showing positive performance include: - Tonghui Information (430090) with a daily increase of 6.20% and a deviation rate of 4.69% [1] - Huangtai Liquor (000995) with a daily increase of 5.17% and a deviation rate of 4.47% [1] - Nanjing Securities (601990) with a daily increase of 4.09% and a deviation rate of 4.00% [1]

Market Overview - The cement sector experienced a slight decline of 0.12% on September 26, with Sanhe Pile leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Individual Stock Performance - Sanhe Pile (003037) closed at 7.91, down 4.47% with a trading volume of 168,100 shares and a turnover of 134 million yuan [2] - Qingsong Jianhua (600425) closed at 4.25, down 2.52% with a trading volume of 393,800 shares [2] - Sichuan Jinding (600678) closed at 9.23, down 2.22% with a trading volume of 105,800 shares [2] - Guotong Co. (002205) closed at 13.63, down 1.87% with a trading volume of 94,800 shares [2] - Tianshan Co. (000877) closed at 5.97, down 1.16% with a trading volume of 388,500 shares [2] - Other notable declines include Jianfeng Group (600668) down 1.02% and Xizang Dalu (600326) down 0.81% [2] Capital Flow Analysis - The cement sector saw a net outflow of 98.89 million yuan from institutional investors and 47.41 million yuan from retail investors, while individual investors contributed a net inflow of 146 million yuan [4] - Hainan Ruize (002596) had a net inflow of 47.06 million yuan from institutional investors, while experiencing a net outflow of 10.28 million yuan from retail investors [4] - Fujian Cement (600802) reported a net inflow of 11.08 million yuan from institutional investors, with a slight net outflow from retail investors [4] - Guotong Co. (002205) had a net inflow of 5.80 million yuan from institutional investors, while retail investors showed a net outflow [4]

Market Overview - The cement sector experienced a decline of 0.79% on September 25, with Sanhe Pile leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Individual Stock Performance - Notable gainers included Guotong Co. (5.63% increase), Jianfeng Group (2.88% increase), and Fujian Cement (2.23% increase) [1] - Major decliners included Sanhe Pile (4.50% decrease), Shangfeng Cement (3.75% decrease), and Huaxin Cement (2.23% decrease) [2] Trading Volume and Value - Guotong Co. had a trading volume of 114,200 shares and a transaction value of 154 million yuan [1] - Sanhe Pile recorded a trading volume of 231,800 shares with a transaction value of 193 million yuan [2] Capital Flow Analysis - The cement sector saw a net outflow of 238 million yuan from institutional investors, while retail investors contributed a net inflow of 278 million yuan [2][3] - Key stocks with significant net inflows from retail investors included Fujian Cement and Sanhe Pile, while Guotong Co. and Jianfeng Group saw net outflows from institutional investors [3]

Summary of Key Points Core Viewpoint - The company has approved a total bank credit guarantee limit of up to 1.5 billion yuan for its subsidiaries, aimed at ensuring their normal production and operation, which aligns with the company's overall interests [1][4]. Group 1: Guarantee Overview - The company approved a bank credit guarantee limit of no more than 1.5 billion yuan for its subsidiaries during board meetings held on April 2, 2025, and May 16, 2025 [1]. - The guarantee period is from the approval date until the next annual general meeting in 2025 [1]. - The specific guarantee amount for the subsidiary, China Construction West Construction No. 9 Co., Ltd., is set at 120 million yuan [1]. Group 2: Current Guarantee Status - As of September 21, 2025, the company has issued 10 outstanding guarantees totaling 650 million yuan within the approved limit [2]. - The guarantees include amounts of 100 million yuan, 50 million yuan, and various other amounts for different subsidiaries [2]. - On September 22, 2025, the company signed a maximum guarantee contract with China Minsheng Bank for a guarantee amount of 40 million yuan for the No. 9 subsidiary [2]. Group 3: Subsidiary Information - The No. 9 subsidiary is not listed as a dishonest executor [3]. - The guarantee provided is a joint liability guarantee for the principal debt and associated costs [3][4]. Group 4: Impact on the Company - The guarantees are intended to support the normal operations of the subsidiaries and are considered manageable risks for the company [4]. - The total outstanding guarantees represent 6.86% of the company's audited net assets for the fiscal year 2024 [4]. - There have been no overdue guarantees or legal issues related to the guarantees [4].

证券代码：002302 证券简称：西部建设 公告编号：2025-048 关于为子公司提供担保的公告 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。 一、担保情况概述 2025年4月2日、2025年5月16日，中建西部建设股份有限公 司（以下简称"公司"）分别召开了第八届十七次董事会会议、2024 年度股东大会，审议通过了《关于为合并报表范围内各级控股子 公司提供"银行综合授信"担保总额度的议案》，同意公司为合并 报表范围内各级子公司提供总额不超过15亿元的银行综合授信 担保额度，本次预计担保额度期限自2024年度股东大会审议通过 之日起至2025年度股东大会召开之日止。具体内容详见公司2025 年4月3日在《证券时报》《上海证券报》《中国证券报》及巨潮 资讯网（www.cninfo.com.cn）披露的《关于为合并报表范围内各 级子公司提供银行综合授信担保总额度的公告》。其中，公司对 子公司中建西部建设第九有限公司（以下简称"九公司"）提供的 担保额度为12,000万元。 截至2025年9月21日，在15亿元的担保额度内，公司共发生 10笔未到期的担保事项：公 ...