每经AI快讯，8月8日，新疆板块异动拉升，八一钢铁、北新路桥、天顺股份、青松建化涨停，西域旅 游涨超11%，西部建设、天山股份、国统股份纷纷拉涨。 （文章来源：每日经济新闻） ...

【新疆本地股持续活跃 天顺股份等多股涨停】智通财经8月8日电，午后新疆本地股持续活跃，天顺股 份直线涨停，此前新疆交建、北新路桥、洪通燃气涨停，青松建化、八一钢铁、西部建设、天山股份、 西域旅游等跟涨。消息面上，天眼查工商信息显示，近日，新藏铁路有限公司成立，注册资本950亿人 民币。股东信息显示，该公司由中国国家铁路集团有限公司全资持股。 转自：智通财经 ...

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]

Group 1 - The company, China State Construction West Group (Shanghai) Co., Ltd., has applied for a patent for a "green cementing material and its preparation method and application" with publication number CN120398476A, filed on October 2024 [1] - The green cementing material consists of composite materials (120-180 kg), cement (120-180 kg), water (100-150 kg), and a water-reducing agent (3-10 kg), with specific components including modified biochar (80-140 kg), graphitic carbon nitride (2-20 kg), and silica fume (24-36 kg) [1] - The invention aims to reduce environmental pressure caused by cement by substituting part of the cement with graphitic carbon nitride and biochar, which also has a high carbon sequestration potential and can degrade pollutants in the environment [1] Group 2 - China State Construction West Group (Shanghai) Co., Ltd. was established in 2021 and is primarily engaged in the non-metallic mineral products industry, with a registered capital of 170 million RMB [2] - The company has made investments in 2 enterprises, participated in 8 bidding projects, and holds 28 patent records, along with 6 administrative licenses [2]

证券代码：002302 证券简称：西部建设 公告编号：2025-036 股票交易异常波动公告 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、股票交易异常波动的情况介绍 中建西部建设股份有限公司（证券简称：西部建设，证券代 码：002302，以下简称"公司"）股票交易价格连续3个交易日（2025 年 7 月 21 日、2025 年 7 月 22 日、2025 年 7 月 23 日）收盘价格 涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的 有关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票交易异常波动，公司对有关事项进行了核查， 有关情况说明如下： 5.公司控股股东、实际控制人在公司股票交易异常波动期间 不存在买卖公司股票的行为。 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所 股票上市规则》等有关规定应予以披露而未披露的事项或与该事 项有关的筹划、商谈、意向、协议等；董事会也未获悉公司有根 据《深圳证券交易所股票上市规则》等有关规定应予以披露而未 披露的、对公司股票及其 ...

Core Viewpoint - The super hydropower concept stocks are maintaining strong performance, with multiple stocks hitting the daily limit up in trading [1] Group 1 - Super hydropower concept stocks opened strong, with over ten stocks including Tibet Tianlu, Zhejiang Fu Holdings, China Power Construction, and others reaching the daily limit up [1]

证券代码：002302 证券简称：西部建设 公告编号：2025-035 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 子公司中建西建矿业有限公司（以下简称"矿业公司"）提供的担 保额度为20,000万元。 截至2025年7月20日，在15亿元的担保额度内，公司共发生6 笔未到期的担保事项：公司为 ...

Core Viewpoint - The A-share cement sector has shown strong performance in the late trading session, with multiple stocks reaching the daily limit up [1] Group 1: Stock Performance - Tianshan Co., Guotong Co., Western Construction, Tibet Tianlu, Sichuan Jinding, Huaxin Cement, Conch Cement, and Shangfeng Cement are among the companies that hit the daily limit up [1]

Group 1 - The company reported a concrete signing volume of 4,694.14 million cubic meters in Q2 2025, representing a year-on-year increase of 2.12% [1] - The concrete sales volume for the same period was 1,630.66 million cubic meters, showing a decrease of 1.79% compared to the previous year [1] - The company has secured several major project contracts, including the construction of highways, ports, and various infrastructure projects, totaling a signing volume of 917.79 million cubic meters [2] Group 2 - The major projects include the construction of the Ying Shan to Huang Mei Expressway and the Guangzhou Eastern Rail and Road Hub, among others [2] - The company is involved in various sectors, including logistics, education, and healthcare, indicating a diversified project portfolio [2] - The announcement emphasizes the company's commitment to transparency and accurate information disclosure [1][3]

Group 1 - The company has approved a total bank credit guarantee limit of up to 1.5 billion yuan for its subsidiaries, effective from the date of the shareholders' meeting until the next shareholders' meeting in 2025 [1][5] - As of July 14, 2025, the company has provided guarantees totaling 500 million yuan within the approved limit, including 100 million yuan for a subsidiary and 20 million yuan for another subsidiary [2][5] - The company has not experienced any overdue guarantees or legal issues related to its guarantees, indicating a controlled risk environment [5] Group 2 - The guaranteed subsidiary, Tonglian Digital Technology Co., Ltd., is a wholly-owned subsidiary of the company, established on September 17, 2021, with a registered capital of 80 million yuan [3][4] - As of March 31, 2025, Tonglian Technology reported total assets of 1.293 billion yuan and total liabilities of 875.85 million yuan, resulting in net assets of 417.32 million yuan [4] - The company aims to ensure the normal operation of its subsidiaries through these guarantees, aligning with its overall interests [5]