登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002827 证券简称：高争民爆 公告编号：2025-023 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经审计 □是 R 否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R 否 （二） 非经常性损益项目和金额 R 适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况 R 适用 □不适用 □适用R 不适用 二、股东信息 （一） 普通股股东总数和表决权恢复的优先股股东数量及前十名股东持股情况表 单位：股 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 公司不存在其他符合非经常性损益定义的损益项目的具 ...

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.0639 | 0.0329 | 94.22 | 0.0169 | | 每股净资产（元） | 3.35 | 3.01 | 11.3 | 2.82 | | 每股公积金(元) | 1.03 | 1.03 | 0 | 1.03 | | 每股未分配利润(元) | 1.01 | 0.71 | 42.25 | 0.53 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 3.04 | 2.59 | 17.37 | 2.62 | | 净利润(亿元) | 0.18 | 0.09 | 100 | 0.05 | | 净资产收益率(%) | 1.88 | 1.10 | 70.91 | 0.60 | 数据四舍五入，查看更多财务数据>> 三、分红送配方案情况 本次公司不分配不转赠。 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 17434.31万股， ...

高争民爆（002827）公告，2025年第一季度营收为3.04亿元，同比增长17.31%；净利润为1762.39万 元，同比增长94.26%。 ...

证券之星消息，2025年4月17日高争民爆（002827）发布公告称公司于2025年4月17日召开业绩说明会。 具体内容如下： 问：是否有布局新能源、锂矿等计划? 答：公司聚焦主责主业,集中优势资源深耕民爆行业,现阶段战略定位清晰,目前没有拓展非相关业务的考虑。 问：对投资者的回报率是不是太低了,从2019年开始公司分红都锁定4140万,而期间公司的利润却是大幅度增 长? 答：2024年公司派发现金4140万元,分红金额综合考虑了股东报需要和公司长远发展需求,符合《西藏高争民爆 股份有限公司未来三年(2023-2025年)股东分红报规划》。 问：是否有引入战略投资者计划?是否有并购计划? 答：请您以公司信息披露为准。 问：公司本期盈利水平如何? 答：2024年公司实现营业收入16.92亿元,较去年同期增加9%;实现归母净利润14,816.81万元,较去年同期增加 51.56%。 问：水电站项目进展如何? 答：请您以公司信息披露为准。 问：雅下水电站的业务有进入招投标程序了吗? 答：请您以公司信息披露为准。 问：公司一季度新签合同情况怎么样? 答：公司重大合同签订情况,请您以公司信息披露为准。 问：请公司订单状 ...

Group 1: Company Performance - In 2024, the company achieved operating revenue of 1.692 billion yuan, an increase of 9% compared to the previous year [2] - The net profit attributable to shareholders reached 148.17 million yuan, reflecting a significant increase of 51.56% year-on-year [2] - For 2025, the company anticipates operating revenue of 1.810 billion yuan and a total profit of 210 million yuan [3] Group 2: Shareholder Returns - The company distributed a cash dividend of 41.4 million yuan in 2024, which was determined by balancing shareholder returns with long-term development needs [2] - The dividend amount has been consistent since 2019, despite significant profit growth during the same period [2] Group 3: Industry Context - The overall performance of the civil explosives industry in 2024 showed a stable profit growth, with total production value reaching 41.695 billion yuan, a decrease of 4.5% year-on-year [5] - The industry achieved a total profit of 9.639 billion yuan, marking a year-on-year increase of 13.04% [5] - The demand in the western region remains strong, contributing positively to the industry outlook [6] Group 4: Future Plans and Strategies - The company will focus on expanding its core business in infrastructure construction and mining projects to enhance market penetration [4] - There are no current plans to diversify into unrelated businesses such as new energy or lithium mining [2] - The company emphasizes the importance of maintaining effective communication with investors and plans to hold regular investor open days [4]

前十大流通股东累计持有： 17490.09万股，累计占流通股比： 63.36%，较上期变化： 30.23万股。 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.5400 | 0.3500 | 54.29 | 0.1900 | | 每股净资产（元） | 3.35 | 2.97 | 12.79 | 2.8 | | 每股公积金(元) | 1.03 | 1.03 | 0 | 1.03 | | 每股未分配利润(元) | 1.01 | 0.68 | 48.53 | 0.51 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 16.92 | 15.53 | 8.95 | 11.34 | | 净利润(亿元) | 1.48 | 0.98 | 51.02 | 0.53 | | 净资产收益率(%) | 16.97 | 12.23 | 38.76 | 6.91 | 数据四舍五入，查看更多财务数据>> 二、前10名 ...

Investment Rating - The report maintains a positive outlook on investment opportunities related to the "Belt and Road Initiative," "Western Development," and the "New Western Land-Sea Corridor" [6][14]. Core Insights - The report emphasizes the importance of the "Belt and Road Initiative" and its potential to strengthen investment rhythms, particularly in infrastructure, resource development, and energy sectors [8][12]. - The construction of the Pinglu Canal in Guangxi is highlighted as a key project that will enhance trade routes and support the dual circulation strategy [11]. - The report identifies significant investment opportunities in the western regions of China, particularly in Xinjiang, Tibet, Sichuan, and Guangxi, focusing on coal chemical projects and hydropower infrastructure [12][14]. - The report notes that domestic infrastructure demand is expected to support cement prices, with recent price increases indicating a potential upward trend in profitability [5][13]. Summary by Sections Belt and Road Initiative - Since the proposal of the "Belt and Road Initiative" in 2013, nearly 160 countries have signed agreements, with significant investment flows observed in Africa [2][9]. - Investment focus areas include infrastructure, resource development, and digital economy, with companies like Huaxin Cement and Keda Manufacturing expanding their overseas operations [10][12]. Pinglu Canal and Western Land-Sea Corridor - The Pinglu Canal is projected to be completed by 2026 and is expected to facilitate trade and logistics, enhancing the economic landscape of the Guangxi region [11]. - The North Bay Port is anticipated to benefit from increased capacity and trade routes once the canal is operational [11]. Western Development - Xinjiang's coal chemical industry is projected to attract investments of up to 631.8 billion yuan, with several companies positioned to capitalize on this growth [12][14]. - Infrastructure projects in Tibet and Sichuan are also highlighted, with ongoing investments in hydropower and transportation expected to drive regional development [12][14]. Cement Demand and Pricing - Recent cement price increases in various regions indicate a potential recovery in the market, supported by domestic infrastructure projects [5][13]. - The report suggests that the cement industry may see improved profitability due to effective supply management and increased demand from infrastructure investments [5][13].

行 业 研 究 / 建 筑 装 饰 / 证 券 研 究 报 告 [Table_Title] 建筑装饰行业周报 政策稳中求进，关注低位央企和转型AI 算力等业务企业机会 1）主线一：推荐建筑央企。推荐【中国铁建】、【中国中铁】、【中国 交建】、【中国建筑】、【中国能建】、【中国电建】、【中国中冶】，关注 【中国化学】、【中材国际】、【中钢国际】、【中工国际】、【北方国际】。 2）主线二：推荐高景气赛道产业链重点企业。隧道掘进设备行业： 推荐【铁建重工】、【中铁工业】，关注【五新隧装】；民爆行业：推荐 【易普力】，【高争民爆】，关注【雅化集团】、【保利联合】等；岩土 工程行业：推荐【中岩大地】。 3）主线三：关注顺周期及布局转型 AI/机器人等新质生产力方向的优 质标的机会。推荐【罗曼股份】，关注【海南华铁】、【宁波建工】、【深 城交】、【鸿路钢构】、【深圳瑞捷】、【金诚信】。 【风险提示】 2025 年 03 月 09 日 [Table_Summary] 【投资要点】 2）3 月进入业绩披露期，关注业务布局高景气赛道、业绩表现较优的 建筑企业。本周浦东建设、安徽建工等景气区域地方国企公告经营情 况。浦东建设 2 ...

事件 2 月 28 日晚，工信部印发《加快推进民用爆炸物品行业转型升级实施意见》，提及到 2027 年底，民爆产品无人化生产线广 泛推广应用，高危险性生产工房、工序现场实现无固定岗位操作人员；产业集中度进一步提升，形成 3-5 家具有较强国际 竞争力的大型民爆企业(集团)；产品结构和产能布局更加优化；产品质量保障能力和有效供给能力显著增强。 我们认为，《实施意见》是民爆行业衔接"十四五"与"十五五"时期的重要政策性文件，明确民爆行业到 2027 年转型升 级的发展目标，主要从数字化、供给侧改革、国际化三大角度提出具体要求。 1、数字化：无人化、智能化持续推进，AI+民爆赋能场景落地 数字化角度，《实施意见》提出 4 项措施，包括①深入推进数字化转型、②加快智能化改造、③加快推进工业互联网应用以 及④加快老旧设备和生产线更新改造，其中深入推进数字化转型要求持续实施"机械化换人、自动化减人"工程、推动 AI 技术及装备在民爆生产线的应用，形成一批"数字孪生+""人工智能+""扩展现实+"等智能场景。加快老旧设备和生产线 更新改造主要针对达到设计使用年限的设备/实际投产运行超过 10 年的工业炸药、工业雷管等生产线 ...

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [1]. Core Viewpoints - The Ministry of Industry and Information Technology issued a notice to accelerate the transformation and upgrading of the civil explosive industry, aiming for widespread application of unmanned production lines by the end of 2027, and to enhance the industry's concentration by forming 3 to 5 large enterprises with strong international competitiveness [4]. - The integration of AI technology in civil explosive production is expected to drive the modernization of outdated equipment, with a goal of achieving a 90% CNC rate in key processes by 2027 [4]. - The report highlights the ongoing optimization of product structure and production capacity, with a focus on increasing the proportion of on-site mixed explosives and high-value products [4]. - The global market for civil explosives is projected to be significantly larger than the domestic market, presenting opportunities for domestic companies to expand internationally, particularly under the Belt and Road Initiative [4][5]. Summary by Sections Market Performance - The basic chemical industry has shown a performance trend with fluctuations ranging from -18% to +24% compared to the CSI 300 index [2]. Related Research - Several related reports have been published, focusing on various aspects of the chemical industry, including price trends and investment opportunities in specific sectors like organic silicon and fertilizers [3]. Industry Insights - The report emphasizes the importance of policy support in driving industry consolidation and enhancing product quality, with a target for the industry's CR10 to increase from 49% in 2020 to over 60% by the end of 2025 [4]. - The report suggests monitoring specific companies such as Jin Aobo, Yipuli, Jiangnan Chemical, and others for potential investment opportunities [6].