证券代码：002827 证券简称：高争民爆 公告编号：2025-052 西藏高争民爆股份有限公司 控股股东西藏建工建材集团有限公司保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 西藏高争民爆股份有限公司（以下简称"公司"）于 2025 年 5 月 14 日披露了《关 于控股股东拟减持股份预披露的公告》，控股股东西藏建工建材集团有限公司（以下 简称"藏建集团"）计划在公告披露之日起十五个交易日后的三个月内以集中竞价方 式减持持有的公司股份不超过 2,760,000 股（占公司总股本比例 1%），以大宗交易 方式减持持有的公司股份不超过 5,520,000 股（占公司总股本比例 2%）。 公司于近日接到控股股东藏建集团出具的《关于减持计划期限届满暨减持结果的 告知函》，截止 2025 年 9 月 4 日，藏建集团通过集中竞价方式减持 2,760,000 股， 占公司总股本的 1.00%，本次减持计划实施完成，现将具体情况公告如下： 一、股东减持情况 减持均 减持股数（万 减持比例 股东名称 减持方式 减持期间 ...

格隆汇9月5日丨高争民爆(002827.SZ)公布，公司于近日接到控股股东藏建集团出具的《关于减持计划 期限届满暨减持结果的告知函》，截止2025年9月4日，藏建集团通过集中竞价方式减持2,760,000股，占 公司总股本的1.00%，本次减持计划实施完成。 ...

2025年5月14日，西藏高争民爆股份有限公司披露控股股东藏建集团减持计划，拟在公告日起十五个交 易日后三个月内，以集中竞价减持不超276万股（占总股本1%）、大宗交易减持不超552万股（占总股 本2%）。截至9月4日，藏建集团通过集中竞价减持276万股，占比1.00%，减持均价55.64元/股，减持价 格区间为【51.37 - 56.51元/股】，减持后持股比例降至57.60%。 ...

西藏高争民爆股份有限公司 证券代码：002827 证券简称：高争民爆 公告编号：2025-052 | 股东名称 | 股份性质 | 本次减持前持有股份 占总股本比例 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数（万股） | （%） | 占总股本比例 股数（万股） | （%） | | | 合计持有股份 其中：无限售条 | 16,174.10 | 58.60 | 15,898.10 | 57.60 | | 藏建集团 | 件股份 | 16,174.10 | 58.60 | 15,898.10 | 57.60 | | | 有限售条件股 份 | 0 | 0 | 0 | 0 | 2．股东本次减持前后持股情况 关于控股股东减持计划期限届满暨减持结果公告 控股股东西藏建工建材集团有限公司保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 西藏高争民爆股份有限公司（以下简称"公司"）于 2025 年 5 月 14 日披露了《关 于控股股东拟减持股份 ...

Core Viewpoint - The Yarlung Tsangpo River downstream hydropower project (referred to as "Yaxia Project") has become a highlight in the A-share market in July, with significant market enthusiasm following its announcement and subsequent stock price surges [1][2]. Market Reaction - The Yaxia Project's groundbreaking ceremony on July 19 led to a rapid increase in the Yaxia concept index, which rose nearly 40% over four trading days, with 33 stocks hitting the daily limit on the first trading day [1]. - Following the initial excitement, the market began to rationalize, with the Yaxia concept index experiencing a correction of over 3% from its peak [1]. Stock Performance - Leading stocks like Shanhe Intelligent saw a near 100% increase since July 21, while others like Zhongyan Dadi faced significant declines, returning to their initial prices or even lower [1]. - The volatility in stock performance highlights the divergence in investor sentiment and the impact of speculative trading [2]. Characteristics of Theme Trading - Theme trading in the A-share market often experiences significant fluctuations, primarily driven by speculative sentiment rather than fundamental business performance [2][3]. - As the market matures, investors tend to revert to rationality, leading to a prolonged value correction for theme stocks lacking substantial financial returns [2]. Historical Context - The Yaxia Project's dynamics mirror past theme trading examples, such as the Xiong'an New Area concept, which saw initial surges followed by long-term corrections due to a lack of fundamental support [3][4]. - Stocks that do not have direct benefits from the project often experience sharp declines once the initial excitement fades [4]. Valuation Concerns - The rapid price increases in the Yaxia sector have likely already reflected the expected incremental benefits from the project, making further price appreciation challenging without new catalysts [5][6]. - For instance, the projected demand for explosives in the Yaxia Project indicates a potential annual revenue of approximately 2.44 billion yuan, but the current valuations of related companies may already exceed historical averages [6][7]. Investment Strategy - Investors are advised to focus on companies with substantial business operations and financial performance rather than merely chasing speculative themes [9][10]. - The complexity and long duration of projects like the Yaxia Project make it difficult for average investors to align their investment horizons with project timelines, leading to potential misalignment and speculative behavior [9][10].

西藏珠穆朗玛律师事务所 关于西藏高争民爆股份有限公司 2025 年第三次临时股东大会之 法 律 意 见 书 2025.08.27. 1 西藏珠穆朗玛律师事务所关于西藏高争民爆股份有限公司 2025 年第三次临时股东大会之法律意见书 致：西藏高争民爆股份有限公司 西藏珠穆朗玛律师事务所（以下简称"本所"）接受西藏高争民爆股份有限 公司（以下简称"公司"）的委托，指派旦增卓嘎律师、次旺罗布律师（以下简 称"本所律师"）出席公司 2025 年第三次临时股东大会（以下简称"本次股东 大会"）。本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）及中国证券监督管理委 员会（以下简称"中国证监会"）发布的《上市公司股东会规则(2025 修订) 》 （以下简称《股东大会规则》）、《上市公司治理准则（2025 修正）》（以下 简称《治理准则》）和深圳证券交易所发布的《深圳证券交易所股票上市规则（2025 年修订）》《深圳证券交易所上市公司股东大会网络投票实施细则》《深圳证券 交易所关于修改部分业务规则和业务指南的通知》（深证上〔2025〕223 号）等 法律、行 ...

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、 误导性陈述或者重大遗漏。 特别提示： 1、本次股东大会无否决提案的情况； 证券代码：002827 证券简称：高争民爆 公告编号：2025-051 西藏高争民爆股份有限公司 2025 年第三次临时股东大会决议公告 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 （一）会议届次：2025 年第三次临时股东大会 （二）会议召集人：公司第四届董事会 （三）会议召开的合法、合规性：全体董事会成员认为本次会议召开符合有关法 律、行政法规、部门规章、规范性文件和《公司章程》的规定。 （四）现场会议主持人：乐勇建先生 （五）会议召开的时间、地点： 1、现场会议时间：2025 年 8 月 27 日（星期三）14:30。 出席本次股东大会的股东及股东代理人共计 618 人，代表股份 163,335,558 股， 占公司有表决权股份总数的 58.9561%。参加本次会议的中小投资者 617 名，代表股 份 4,354,564 股，占公司有表决权股份总数的 1.5718%。 现场会议情况：参加本次股东大会现场会议的股东及股东代理人共 4 ...

Core Viewpoint - The company, High-Performance Explosives, aims to leverage its unique advantages in Tibet's business ecosystem to drive high-quality economic development in the region [1][2]. Financial Support and Tax Benefits - The company benefits from a 2% preferential interest rate policy from the central government, significantly reducing financing costs [1]. - From 2022 to 2024, the company is expected to receive tax reductions totaling 130 million yuan, with 99.236 million yuan specifically from the Tibet region [1]. Company Overview - High-Performance Explosives is a state-controlled listed company established in June 2007, formed by the merger of three local explosive companies, and was listed on the Shenzhen Stock Exchange in December 2016 [1]. - The company holds a "dual A-level" qualification for the entire industrial chain of research, production, sales, storage, transportation of explosive materials, and blasting services [1]. Industry Leadership and Innovation - The company has become a leading player in the regional explosive industry through technological innovation and management optimization, with a cumulative R&D investment of 101 million yuan over the past three years and 75 patents obtained [2]. - High-Performance Explosives has developed a comprehensive service capability covering mining, hydropower, and transportation construction [2]. Economic Contribution and Social Responsibility - The company has contributed 253 million yuan in taxes over the past three years, with 221 million yuan going to local taxes, supporting regional economic development [2]. - It has created 284 job opportunities in 2024, with 29.58% of positions filled by ethnic minorities, aiding local employment [2]. - The company has invested over 40 million yuan in social projects, including afforestation and poverty alleviation [2]. Future Outlook - The company plans to deepen its market presence in Tibet while expanding its business to national and international markets [3]. - It aims to maintain its leadership in the Tibetan explosive industry and has developed unique technological advantages in high-altitude blasting equipment [3]. - The company will enhance information disclosure and communication with the capital market to clarify its strategic direction and growth logic [3].

Group 1 - The article highlights the development of hydropower projects in Tibet, specifically mentioning the Guoneng (Tibet) Duobu Hydropower Station and the Guoneng (Tibet) Niyang River Hydropower Station as key infrastructure investments [2][4][5] - The media coverage focuses on the role of capital markets in supporting local high-quality development, with an emphasis on the mining industry in Tibet [3] - The article features various companies involved in the Tibetan economy, including Ganlu Tibetan Medicine and Gaozheng Mining Explosives, indicating a diverse industrial landscape [7][9]

证券代码：002827 证券简称：高争民爆 公告编号：2025-050 西藏高争民爆股份有限公司 关于 2025 年限制性股票激励计划 授予登记完成的公告 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、 误导性陈述或者重大遗漏。 重要内容提示： 根据中国证监会《上市公司股权激励管理办法》、深圳证券交易所、中国证 券登记结算有限责任公司深圳分公司有关规则的规定，西藏高争民爆股份有限公 司（以下简称"公司"）完成了 2025 年限制性股票激励计划的授予登记工作，具 体情况公告如下： 一、本期激励计划已履行的相关审批程序 1. 2025 年 4 月 28 日，公司召开第四届董事会第八次会议，审议通过了《关 于<西藏高争民爆股份有限公司 2025 年限制性股票激励计划（草案）>及其摘要 的议案》《关于<西藏高争民爆股份有限公司 2025 年限制性股票激励计划管理办 法>的议案》《关于<西藏高争民爆股份有限公司 2025 年限制性股票激励计划实 施考核管理办法>的议案》《关于提请股东大会授权董事会办理公司 2025 年限制 性股票激励计划相关事宜的议案》，关联董事对相关议案回避表决。同日，公司 ...