| 材产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2025年6月17日 | | | 周敏波 | Z0010559 | | | 钢材价格及价差 | | | | | | | 品种 | 现值 | 前值 | 张跃 | 泉デ | 单位 | | 螺纹钢现货(华东) | 3090 | 3080 | 10 | 105 | | | 螺纹钢现货(华北) | 3200 | 3200 | 0 | 215 | | | 螺纹钢现货(华南) | 3180 | 3180 | 0 | 195 | | | 螺纹钢05合约 | 2989 | 2976 | 13 | 101 | | | 螺纹钢10合约 | 2990 | 2969 | 21 | 100 | | | 螺纹钢01合约 | 2985 | 2968 | 17 | 105 | | | 热卷现货(华东) | 3200 | 3180 | 20 | ਰੇਰੇ | 元/吨 | | 热卷现货(华北) | 3110 | 3100 | 10 | ರಿ | | | 热卷现货(华南) | ...

Core Viewpoint - The natural gas heavy-duty truck market in China is experiencing significant growth, with sales expected to reach a historical high of 178,200 units in 2024, representing a 17% year-on-year increase, driven by factors such as the implementation of the National VI standard, declining LNG prices, and the recovery of road freight [1][18]. Industry Overview - Natural gas heavy-duty trucks are categorized into LNG and CNG trucks, with LNG trucks offering larger fuel capacity and longer range. The environmental benefits include a reduction in CO2 emissions by approximately 20%, CO by 97%, HC by 72%, and NOX by 30% compared to fuel vehicles [1][11][13]. - The market saw a significant decline in sales during 2021-2022 due to low freight rates and rising LNG prices, but a recovery is underway in 2023 and 2024 [1][18]. Market Dynamics - In 2024, five companies achieved sales exceeding 10,000 units, capturing over 95% of the market share, with major players including FAW Jiefang and China National Heavy Duty Truck Group [22][24]. - The market is characterized by high concentration, with the top two companies holding 55.5% of the market share [24]. Policy Support - The Chinese government is actively promoting natural gas heavy-duty trucks through various policies, including the implementation of the National VI emission standards and subsidies for replacing old trucks with new natural gas models [13][15]. - The National Development and Reform Commission issued guidelines to prioritize the use of LNG in transportation vehicles starting from August 2024 [15]. Market Trends - The natural gas heavy-duty truck market is expected to continue growing, supported by technological advancements, policy incentives, and increasing market demand [27]. - Key competitive factors among manufacturers include high horsepower, long range, and fuel efficiency, with companies launching new models featuring advanced technologies [28][29].

Industry Overview - The urban environmental protection industry focuses on solving urban environmental issues and improving ecological quality through technology and management measures [1][9] - The industry has seen significant growth, with the market size projected to increase from 1.01 trillion yuan in 2019 to 1.49 trillion yuan in 2024 [7][9] Industry Environment - Urban areas are densely populated and face severe environmental challenges, making urban environmental protection a priority for national development [5] - As of the end of 2023, there are 694 cities in China, with an urbanization rate of 67%, indicating ongoing urbanization and a growing demand for environmental services [5] Industry Status - The urban environmental protection industry is categorized into four segments: energy conservation and emission reduction (35.81%), pollution control (29.96%), recycling (20.91%), and natural resource protection (13.32%) [9] - Major companies in the industry include China Everbright Environment, Beijing Enterprises Water Group, and China Tianying, which are part of the leading competitive tier [11] Future Trends - Technological innovation is driving the industry towards smart environmental solutions, with advancements in IoT, AI, and big data enhancing operational efficiency [17] - Continuous policy support is expected to facilitate market reforms, with initiatives aimed at improving resource and environmental market mechanisms [18] - The international market is becoming increasingly important, with Chinese environmental companies expanding their presence in Southeast Asia and the Middle East [19]

Core Viewpoint - Recent advertisements by certain environmental service companies on short video platforms claiming to achieve compliance with environmental inspections in "three seconds" have raised concerns about the industry's promotional chaos and the lack of legal awareness among some companies [1] Group 1: Industry Issues - The advertisements promote a misleading notion of environmental compliance, turning pollution control into a "performance-based achievement," which may lead companies to neglect daily environmental management [1] - Such advertising practices could encourage data falsification and a sense of impunity among companies, ultimately exacerbating environmental pollution [1] - There is an urgent need to rectify these harmful advertisements to purify the environmental service market [1] Group 2: Regulatory Recommendations - Regulatory bodies should collaborate to address these issues, with short video platforms establishing strict review mechanisms to promptly remove illegal content [1] - Market regulatory departments should impose severe penalties on environmental service companies that publish false or misleading advertisements to create a deterrent effect [1] - Environmental departments must enhance enforcement against companies that falsify data and hold them accountable for their actions [1] Group 3: Corporate Responsibility - Companies must strengthen their sense of responsibility in environmental management, abandoning the mindset of "just passing inspections" and viewing compliance as essential for long-term development [2] - It is crucial for companies to collaborate with professional and responsible environmental service providers [2]

Market Overview - In May, lead prices initially rose but later faced downward pressure due to increased lead ingot inventories during the "May Day" holiday, followed by a rebound due to improved US-China trade policies [1] - The lead market is currently experiencing a weak oscillation trend as the domestic lead-acid battery market enters a consumption off-season, despite some macroeconomic positive sentiments being released [1] Supply Dynamics - Environmental inspections have delayed the resumption of some recycled lead smelting plants, leading to a strengthening of lead prices in early June [1] - In the first quarter, overseas lead concentrate production decreased by over 20,000 metal tons due to adverse weather and declining ore grades, but supply is expected to recover as weather improves and new mines come online [2] Domestic Mining and Smelting - Domestic mining profits remain reasonable, with northern mines resuming seasonal production, resulting in the highest operating rates in nearly three years [3] - The focus of smelting plants has shifted towards by-product profits, which may limit the increase in primary lead production despite stable lead concentrate supply [3] Recycled Lead Production - In the second quarter, demand for waste batteries is typically low, leading to a significant reduction in the supply of waste batteries and a corresponding decrease in recycled lead production [4] - Some recycled lead smelting plants are planning to resume production in early June, but the overall increase in recycled lead output is expected to be limited due to tight raw material supplies [4] Downstream Demand - The second quarter marks the beginning of the replacement off-season for lead-acid batteries, with inventory levels reaching the highest since 2017, up 27.63% compared to the five-year average [5] - Despite high growth rates in terminal sales data, domestic lead-acid battery market demand is unlikely to show significant improvement due to shorter stocking cycles and increased penetration of lithium batteries [5][6] Price Outlook - Overall, while recycled lead supply is slightly recovering and primary lead production remains stable, weak downstream demand is expected to limit upward price movements, leading to a potential shift towards a weak oscillation trend in lead prices [6]

Core Theme - The Shanghai Summer Music Festival (MISA) is themed "Written for the Future," focusing on the harmonious coexistence of humans and nature, as well as society [1] Event Overview - The festival will take place from July 1 to July 13, featuring 29 concerts, with over half of the performances sold out on the opening day [1] - MISA has designed a series of extension activities around the keyword "environmental protection," including "City Symphony," "MISA Talk," "MISA Workshop," "MISA Ride," and "MISA Pass," aiming to engage the entire community in the festival [1] City Symphony - The "City Symphony" initiative, founded in 2019, brings music to various urban corners, transforming the city into an open concert hall [3] - This year, the initiative has been upgraded, featuring musicians from Colombia, Ecuador, Mauritius, Russia, and Italy, collaborating with local musicians and students from Shanghai [4] - A total of 11 "City Symphony" performances will occur across 8 urban spaces, including notable locations like the Songhu Anti-Japanese War Memorial and the Shanghai Metro People's Square Station [5] MISA Talk - MISA Talk will consist of 6 sessions exploring the relationship between humans and nature, stepping outside the concert hall to engage with the public [8] - The first session will take place on July 2, focusing on traditional Chinese medicine and dietary practices [9] - Other sessions will include discussions on environmental conservation and the connection between urban development and biodiversity [10] MISA Workshop - MISA Workshop will feature weekly sessions starting in June, inviting participants to engage in environmental practices [11] - Activities include creating recycled art and learning about low-carbon living through visits to ecological sites [11] - Collaborations with organizations like Love Recycling will promote recycling initiatives across the city [11] MISA Ride and MISA Pass - MISA Ride encourages low-carbon cycling, offering rewards for participants in a national cycling challenge [12] - MISA Pass will provide various discounts across cultural venues, bookstores, and restaurants, marking a new integration of arts and commerce [12]

沥青搅拌站也可叫做沥青混凝土搅拌站，该设备可生产沥青混合料、改性沥青混合料、彩色沥青混合料，完全满足修筑高速公路、等级公路、市 政道路、机场、港口等的需要。 全球 沥青搅拌站 市场前 24 强生产商排名及市场占有率（基于 2 024 年调研数据；目前最新数据以本公司最新调研数据为准） 根据 QYResearch 头部企业研究中心调研，全球范围内沥青搅拌站生产商主要包括 MARINI 、 Ammann 、 WIRTGEN 、 Astec 、三一重工、中交 西筑、 GP Günter Papenburg 、 Lintec&Linnhoff 、 Nikko 、路达重工等。 2024 年，全球前十强厂商占有大约 89.0% 的市场份额。 沥青搅拌站 ，全球市场规模，按产品类型细分， 3000 到 4000 类型产品处于主导地位 就产品类型而言，目前 3000 到 4000 类型是最主要的细分产品，占据大约 71 % 的份额。 沥青搅拌站 ，全球市场规模，按应用细分，公路建设是最大的应用市场 据 QYResearch 调研团队最新报告"全球沥青搅拌站市场报告 2025-2031 "显示，预计 2031 年全球沥青搅拌站 ...

力源科技688565 时间: 2025年6月16日星期一 72.01分综合得分 较强 趋势方向 主力成本分析 8.41 元 当日主力成本 8.50 周期内涨跌停 过去一年内该股 元 5日主力成本 8.06 元 20日主力成本 7.31 元 60日主力成本 涨停 0次 跌停 0 次 技术面分析 8.60 短期压力位 8.45 短期支撑位 8.60 2025年06月16日的资金流向数据方面 | 主力资金净流出227.65万元 | | --- | | 占总成交额-7% | | 超大单净流入0.00元 | | 大单净流出227.65万元 | | 散户资金净流入275.67万 | 关联行业/概念板块 中期压力位 7.51 中期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★三只乌鸦★ 可能见顶回落 资金流数据 环保行业 0.46%、节能环保 0.50%、燃料电池 0.58%、核能核电 0.28%等 财务数据 最近的财报数据显示，该股于2025年06月16日 | 每股收益0.019元 | 营业利润0.04亿元 | | --- | --- | | 市盈率--- | 销售毛 ...

富淼科技688350 时间: 2025年6月16日星期一 53.95分综合得分 元 元 当日主力成本 15.80 元 5日主力成本 15.99 较强 趋势方向 主力成本分析 15.74 20日主力成本 14.73 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 16.43 中期压力位 15.35 中期支撑位 0 次 技术面分析 15.98 短期压力位 15.77 短期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★三只乌鸦★ 可能见顶回落 ★平顶★ 温和的反转 资金流数据 2025年06月16日的资金流向数据方面 | 主力资金净流出83.09万元 | | --- | | 占总成交额-6% | | 超大单净流入0.00元 | | 大单净流出83.09万元 | | 散户资金净流出50.40万 | 关联行业/概念板块 化学制品 0.43%、新材料 0.41%、半导体概念 0.74%、节能环保 0.50%等 （以上内容为自选股写手差分机完成，仅作为用户看盘参考，不能作为操作依据。） 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场 ...

Group 1 - The central ecological environmental protection inspection has reported typical cases from Inner Mongolia, Shaanxi, and Ningxia, highlighting issues such as deforestation, grassland destruction, soil erosion, and illegal mining activities [1][2] - In Inner Mongolia, significant illegal land use was reported, with over 3,600 acres of grassland illegally cultivated and 320 acres of grassland occupied unlawfully [1] - The ecological restoration efforts in Inner Mongolia are lagging, with six key projects still incomplete and a vegetation restoration task of 95,000 acres not yet fulfilled [1] Group 2 - In Shaanxi, the city of Yulin has a severe soil erosion problem, with 86% of its area affected, making it a major source of sediment for the Yellow River [2] - Yulin's soil erosion control measures are falling short, with only 54% and 68% of the targeted areas for soil erosion management completed in specific counties [2] - Illegal activities related to soil conservation are prevalent in Yulin, including significant dumping of construction waste and unauthorized land excavation [2] Group 3 - In Ningxia, the mining sector, particularly in Zhongwei City, is facing ecological protection challenges, with inadequate restoration efforts reported [3] - The Mingju Electric Stone Company has illegally occupied 205 acres of grassland without proper permits, and has cumulatively encroached on approximately 90 acres of grassland since its operation began [3] - Several mining companies in Zhongwei have failed to effectively restore ecological damage, with ongoing illegal dumping of waste materials and inadequate remediation of mining sites [3]