中粮科工（301058）公告，2025年第一季度营业收入4.74亿元，同比增长32.21%。净利润3696.18万 元，同比增长7.60%。 ...

Investment Rating - The investment rating for the construction materials industry is "Positive" (maintained) [4] Core Viewpoints - The report emphasizes the importance of domestic circulation as a more controllable option for China, suggesting that the focus should be on domestic demand and infrastructure investment as a response to the uncertainties brought by the "reciprocal tariffs" initiated by the U.S. [5][6] - The high-purity quartz sector is highlighted as a leading area, with domestic companies expected to benefit from the potential increase in import costs due to tariffs, making long-term domestic substitution promising [5][6] Summary by Sections 1. Sector Tracking - The construction materials index decreased by 2.4% while the overall market indices saw declines of 3.1% to 6.7% [9] - Notable stock performances included a 29.0% increase for Zhongqi New Materials and a 19.9% decrease for Jingxue Energy Saving [9] 2. Data Tracking 2.1 Cement - The average price of 42.5 cement is 396.3 yuan/ton, a decrease of 0.8 yuan/ton week-on-week, but an increase of 39.2 yuan/ton year-on-year [15] - The national cement inventory ratio is 60.2%, up 3.3 percentage points week-on-week [15] 2.2 Float Glass - The average price of 5mm float glass is 1413.0 yuan/ton, with a slight increase of 6.3 yuan/ton week-on-week [33] 2.3 Photovoltaic Glass - The average price for 2.0mm coated photovoltaic glass is 14.3 yuan/square meter, remaining stable week-on-week [38] 2.4 Glass Fiber - The average price for non-alkali glass fiber yarn is 4745.0 yuan/ton, unchanged week-on-week [45] 2.5 Carbon Fiber - The average price for large tow carbon fiber is 72.5 yuan/kg, stable week-on-week [49] 3. Industry Dynamics - The report discusses the ongoing tariff disputes initiated by the U.S. and their implications for the construction materials sector, highlighting the potential for increased domestic production and substitution [14] - The discovery of high-purity quartz mines in China is noted as a significant development that could reduce reliance on imports [14]

证券代码：301058 证券简称：中粮科工 公告编号：2025-019 1.公司前期披露的信息不存在需要更正、补充之处。 2.公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3.近期公司经营情况及内外部经营环境未发生重大变化。 中粮科工股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证信息披露内容的真实、准确和完整，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具体情况 中粮科工股份有限公司（以下简称"公司"）股票（证券简称：中粮科工， 证券代码：301058）于 2025 年 4 月 8 日、2025 年 4 月 9 日连续两个交易日收盘 价格涨幅偏离值累计超过 30%，根据《深圳证券交易所创业板股票上市规则（2024 年修订）》（以下简称"《创业板股票上市规则》"）等有关规定，属于股票交 易异常波动的情形。 二、关注和核实情况说明 针对公司股票交易异常波动情况，公司董事会对有关事项进行了自查，并通 过函告等方式向公司控股股东、实际控制人就相关事项进行了核实，现将有关情 况说明如下： 1.经公司自查，公司不存在违反公平信息披露的情形。 2 ...

关于中粮科工股份有限公司 2024 年度持续督导培训情况的报告 深圳证券交易所： 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据 《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》和《深圳证券 交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等相关法律 法规的要求，对中粮科工股份有限公司（以下简称"中粮科工"、"公司"）的董 事、监事、高级管理人员和证券事务管理部人员及其他相关人员进行了 2024 年 度持续督导培训，报告如下： 一、本次持续督导培训的基本情况 本次培训于 2025 年 3 月 25 日通过现场培训的方式进行，公司董事、监事、 高级管理人员和证券事务管理部人员及其他相关人员参加了本次培训。实施本次 培训前，中金公司编制了培训材料，并以课件展示、现场讲解及交流的形式向参 会人员进行了现场培训。培训完成后，中金公司向中粮科工提供了讲义课件及相 关学习材料以供自学。 二、现场培训的主要内容 本次培训的主要内容包括募集资金管理和使用、股份减持、信息披露规范、 董监高任职行为规范和投资者保护等相关内容。公司参会人员就部分问题向中金 公司授课人员进行了咨询提 ...

中国国际金融股份有限公司 关于中粮科工股份有限公司 2024 年度持续督导定期现场检查报告 | 保荐人名称：中国国际金融股份有限公司 | | | | | | | | | 被保荐公司简称：中粮科工 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 保荐代表人姓名：许菲菲 | | | | | | | | | 联系电话：010-65051166 | | | | | 保荐代表人姓名：王珏 | | | | | | | | | 联系电话：010-65051166 | | | | | 现场检查人员姓名：许菲菲、杨赫 | | | | | | | | | | | | | | 现场检查对应期间：2024 | 年 | 1 | 月 1 | 日至 | 2024 | 年 | 12 | 月 31 | 日 | | | | | 现场检查时间：2025 年 3 | 月 | 25 | 日 | | | | | | | | | | | 一、现场检查事项 | | | | | | | | | 现场检查意见 | | | | | ...

（文章来源：证券时报网） 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买三、卖三，合计买入金额2258.86万 元，卖出金额1771.50万元，合计净买入487.36万元，深股通为第二大买入营业部及第一大卖出营业部， 买入金额为2943.94万元，卖出金额为5228.53万元，合计净卖出2284.59万元。 资金流向方面，今日该股主力资金净流入6965.05万元，其中，特大单净流入6641.69万元，大单资金净 流入323.37万元。近5日主力资金净流入1.17亿元。（数据宝） 中粮科工4月9日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国信证券股份有限公司苏州分公司 | 3200.76 | 0.00 | | 买二 | 深股通专用 | 2943.94 | 5228.53 | | 买三 | 机构专用 | 1795.12 | 513.22 | | 买四 | 中国银河证券股份有限公司南京洪武路证券营业部 | 1210.90 | 6.60 | | 买五 | 国泰海通证券股份有限公司北京鲁谷 ...

Core Viewpoint - The A-share market showed a strong performance on April 8, with major indices closing in the green, indicating a positive market sentiment driven by significant policy support from government entities [1][2]. Market Performance - The Shanghai Composite Index closed at 3145.55 points, up 1.58% - The Shenzhen Component Index closed at 9424.68 points, up 0.64% - The ChiNext Index closed at 1840.31 points, up 1.83% - Total trading volume in the Shanghai and Shenzhen markets exceeded 1.6 trillion yuan, with over 3200 stocks recording gains [1][2]. Sector Performance - Agricultural stocks surged, with companies like Qiule Seed Industry and Hualu Biology hitting the daily limit - Retail stocks continued their upward trend, with Kid King and Guofang Group also reaching the daily limit - State-owned enterprises and technology innovation stocks were active, with companies like COFCO Technology and Sinotrans both hitting the daily limit - The fruit supply chain sector experienced a collective adjustment, with companies like Luxshare Precision and Dongshan Precision hitting the daily limit - The automotive industry chain saw a decline, with companies like Jinbei Automobile and Asia-Pacific Shares collectively hitting the daily limit [4][5]. Policy Support - On April 8, the Central Huijin, the People's Bank of China, and the National Financial Regulatory Administration collectively announced measures to support the capital market, emphasizing their role as a "national team" [7][10]. - The National Financial Regulatory Administration optimized policies for insurance funds entering the market, increasing the allocation ratio for equity assets, which could potentially bring in an additional 1.66 trillion yuan in market funds [8][10]. - State-owned asset management platforms like China Chengtong and China Guoxin announced significant purchases of central enterprise and technology innovation stocks, creating a strong market support coalition [9][10]. Market Outlook - Analysts believe that the recent policy actions are crucial for maintaining market liquidity and fostering a positive feedback loop for microeconomic entities [10][11]. - The overall valuation of A-shares is considered attractive, with a focus on core assets, as the market is expected to stabilize despite short-term fluctuations [11][15]. - The government is likely to implement further fiscal policies aimed at expanding domestic demand and promoting consumption, with potential measures including accelerated issuance of special bonds and increased subsidies [25][26].

3.请问公司在粮油食品领域市场空间如何展望？ 公司高质量发展。另一方面，中粮集团也积极推进公司与集团有 关专业化公司的内部协同。2024 年初，集团发布了《关于加强 中粮科工与有关专业化公司内部协同的通知》，为公司深耕集团 内业务提供了制度保障。 后续公司将继续推进集团内部协同发展，增强与集团相关专 业化公司之间的技术交流，深度服务好集团粮食供应安全现代产 业链链长的建设工作。 2.请问公司在市值管理方面是否有明确的方向？ 答：作为央企控股上市公司，公司始终关注公司价值在资本 市场上的体现，高度重视公司经营与发展，并把做好公司经营作 为价值提升的核心，致力于使国有资本持续保值、增值。 近年来，公司一直在积极探索实践有效的市值管理措施，力 求实现公司内在价值与市场表现的良性互动。2025 年，公司将 参照国务院国资委《关于改进和加强中央企业控股上市公司市值 管理工作的若干意见》和中国证监会《上市公司监管指引第 10 号——市值管理》等相关规定和要求，制定公司市值管理制度。 未来公司将继续抓好生产经营，坚持聚焦主业、坚持发展新质生 产力，不断夯实公司核心竞争力，着力提升公司价值创造能力， 同时，公司将依法依规运用 ...

Investment Rating - The investment rating for the company is "Buy" (首次) [1] Core Views - The company is positioned as a leader in the grain storage sector, benefiting from a new round of large-scale grain storage construction in China, which is expected to contribute to its growth [5] - The cold chain logistics sector is anticipated to experience growth as the economy recovers, with the company expected to benefit from this cyclical demand [5] - The introduction of "new agricultural productivity" is likely to accelerate the adoption of automation in grain storage, presenting significant opportunities for the company [5] Financial Performance Summary - Revenue projections for the company are as follows: - 2022: 2,698 million RMB - 2023: 2,414 million RMB (down 10.51%) - 2024E: 2,655 million RMB (up 9.96%) - 2025E: 3,250 million RMB (up 22.42%) - 2026E: 4,071 million RMB (up 25.24%) [4] - Net profit forecasts are: - 2022: 169 million RMB - 2023: 218 million RMB (up 29.03%) - 2024E: 222 million RMB (up 1.97%) - 2025E: 283 million RMB (up 27.63%) - 2026E: 360 million RMB (up 27.09%) [4] - Earnings per share (EPS) estimates are: - 2022: 0.33 RMB - 2023: 0.42 RMB - 2024E: 0.43 RMB - 2025E: 0.55 RMB - 2026E: 0.70 RMB [4] Market Position and Growth Potential - The company is recognized as a leading entity in grain storage design and engineering, with a strong foundation in technology and a significant market share [5] - The current challenges in grain storage, such as insufficient capacity and outdated facilities, are driving a new wave of construction and modernization, which the company is well-positioned to capitalize on [5] - The cold chain logistics market is expected to expand significantly, with the company’s subsidiary, Huashang International, being a key player in this sector [5]

证券代码：301058 证券简称：中粮科工 公告编号：2025-018 中粮科工股份有限公司 第三届董事会第二次会议决议公告 本公司及董事会全体成员保证本公告信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 中粮科工股份有限公司（以下简称"公司"）第三届董事会第二次会议于 2025 年 2 月 24 日于公司会议室以现场结合通讯表决的方式召开，会议通知已于 2025 年 2 月 19 日通过电子邮件的方式送达全体董事。 本次会议应出席董事 9 名，实际出席董事 9 名，其中，5 名董事以通讯表决 方式出席，分别为朱来宾先生、郭斐女士、王登良先生、刘峥女士和潘思轶先生。 本次会议由董事长朱来宾先生主持。会议的召集、召开和表决程序符合《公司法》 等法律、行政法规、部门规章以及《公司章程》的规定，会议合法有效。 二、董事会会议审议情况 经与会董事表决，形成会议决议如下： （一）审议通过《关于公司 2025 年重大投资项目计划的议案》 根据公司自身战略发展及业务需要，2025 年公司拟将通过一系列的改建、 扩建、并购等投资方式来逐步落实公司主业规模的持续扩张，因此公司拟定 ...