民爆概念盘中活跃 八大概念股盘点（名单）

Industry Overview - The civil explosives industry is involved in the research, production, sales, storage, transportation, blasting engineering design, construction services, quality testing, and import-export of civil explosive materials, comprising over 400 products across eight categories [1] - The main products include industrial explosives, industrial detonators, and industrial cord-type explosives, which can be categorized by physical state (solid, liquid, bulk) and usage (open-pit, underground, rock, coal, oil and gas) [1] - Demand for civil explosives is expected to rise due to increased domestic mineral resource exploration and production, as well as ongoing large-scale infrastructure projects during the 14th Five-Year Plan [1] Future Development - The civil explosives industry is expected to undergo consolidation, with the number of production enterprises projected to decrease to fewer than 50 by 2025, and the top 10 companies anticipated to account for over 60% of the industry's total production value [2] - This consolidation is expected to enhance the market competitiveness and resource allocation efficiency of large civil explosive companies, laying a solid foundation for sustainable industry development [2] Key Companies - Gaozheng Civil Explosives: Engaged in the sales, distribution, production of industrial explosives, and blasting services in Tibet [2] - Huhua Co., Ltd.: Focuses on the research, production, and sales of various civil explosive materials, providing tailored blasting solutions and services [2] - Poly United: A large civil explosive group that integrates research, production, sales, distribution, and blasting services across the entire industry chain [2] - Yipuli: Primarily involved in the production, research, and sales of civil explosive materials and military products, also offering blasting engineering services [2] - Bai'ao Intelligent: Produces safety airbag generators, electronic detonators, and other automated production equipment related to explosives [2][3] - Jiangnan Chemical: Specializes in the research, production, and sales of industrial explosives and detonators [3] - Kailong Co., Ltd.: Produces modified ammonium oil explosives, expanded ammonium explosives, emulsified explosives, and seismic charge columns, with a production capacity of 124,000 tons per year [3] - Jinaobo: Provides comprehensive services including production technology, intelligent equipment, software systems, and key raw materials for civil explosive materials [3]