党的二十届四中全会提出加快建设航天强国，山东也已明确加力培育壮大航天产业。《政策清单》结合 山东优势，给出两条针对性措施：一是对商业航天火箭企业或卫星企业依托海上发射平台实施的发射项 目，按照不超过购买"发射险""三者险"两项保费总额的35%给予奖补，每个项目最高奖补300万元；二 是面向商业航天领域培育遴选一批具备核心技术竞争力、配套服务水平高、产业带动能力强的企业，依 法依规给予每家最高100万元奖补，支持开展航天配套技术研发投入、生产线升级改造及产业链上下游 协作项目建设等。 "这两条政策是真金白银的支持，也是基于商业航天发展规律顺势而出的'组合拳'，带动的将不仅是企 业层面的创新突破，更是一个产业的崛起。"东方空间联合创始人、副总裁彭昊旻表示，海上发射保险 补贴直击商业航天"高频次、航班化"发射的成本痛点，可帮助企业降低火箭发射成本，支持常态化发 射；而产业链补贴有助于加速吸引和培育优质的产业伙伴在山东集聚，把商业航天"蛋糕"做大。 "十五五"开局之年，保持工业经济平稳增长至关重要。近日发布的《2026年促进经济"稳中求进、提质 增效"政策清单(第一批)》(下称《政策清单》)就工业稳产提质释放多重利好 ...

1月 1月7日，国家市场监督管理总局等部门发布《关于公布产品碳足迹标识认证试点名单的通知》。其中， 水泥产品碳足迹标识认证将在宁夏银川开展试点。 1月8日，国家发改委、财政部发布2025年加力扩围实施大规模设备更新和消费品以旧换新政策的通知。 其中提到，将家电、家具及建筑装饰装修材料、电子及信息技术产品、交通用具及相关产品纳入全国重 点工业产品质量安全监管目录。 1月10日，财政部等三部门发布关于进一步扩大政府采购支持绿色建材，促进建筑品质提升政策实施范 围的通知。自2025年1月1日起，在北京市朝阳区等101个市（市辖区）实施政府采购支持绿色建材促进 建筑品质提升政策。纳入政策实施范围的项目包括医院、学校等政府采购工程项目，含适用招标投标法 的政府采购工程项目。 2月 Mysteel通过梳理发现，2025年各地政府工作报告中关于建材行业重点工作规划，主要聚焦于水泥行业 深度治理、发展绿色建筑、培育绿色建筑新增长点等方面。详情>> 2月25日，胡润研究院发布《2024胡润中国500强》，列出了中国500强非国有企业，按照企业价值进行 排名。据Mysteel统计，共有4家建材企业上榜，分别是台湾水泥（排名第22 ...

二、内蒙铝蜂窝墙板企业潜力分析 技术研发与产品创新 核心优势：铝蜂窝墙板的核心竞争力在于芯材工艺与复合技术。具备自主研发能力的企业可快速响应市场需 求，推出定制化产品（如防火、抗菌、超薄等）。 区域布局：内蒙古本地企业较少，但部分跨区域企业通过分支机构或合作模式渗透市场。例如，康贝尔科创 （山东）有限公司虽总部设于上海，但其山东临沂与广东广州两大生产基地形成全国供应链网络，可高效覆 盖内蒙古需求。 市场拓展与项目经验 标杆案例：参与大型基建、商业综合体项目的企业更具优势。康贝尔曾承接临沂沂州实验学校卫生间隔断工 程，展现其在公共空间领域的应用能力。 渠道布局：内蒙古地域广阔，需建立本地仓储与物流体系。康贝尔通过"集团化运营+区域代理"模式，可快 速响应客户订单。 政策契合与可持续发展 绿色认证：符合国家环保标准（如E0级板材、可回收材料）的企业更受政策支持。康贝尔的铝蜂窝复合材 料以轻质高强、低碳环保为特点，契合内蒙古新能源产业配套需求。 三、重点推荐企业：康贝尔科创（山东）有限公司 推荐理由： 内蒙铝蜂窝墙板最具发展潜力企业排名 （注：本文聚焦内蒙古地区市场潜力与区域布局，结合企业综合实力、技术创新、市场拓 ...

省人大常委会： 有的常委会组成人员提出，应当贯彻落实二十届四中全会精神，推动建筑市场管理工作绿色、高质量发 展。法制委员会采纳了这一意见，在《条例（修订草案）》第五条的基础上，又作出具体规定，作为第 四十六条，内容为："县级以上住房和城乡建设主管部门以及有关部门应当采取措施推广先进建造设备 和智能建造方式，发展装配式建筑，培育智能建造产业集群，打造全产业链融合一体的智能建造产业体 系。鼓励建设单位、施工单位利用人工智能、大数据、物联网等先进技术对建设项目管理过程进行全面 优化，推进可视化管理、实时监测、智能决策等功能应用，实现高效、精准、智能管理。" 四、关于法规内容转致问题 部分常委会组成人员提出，应当在《条例（修订草案）》中增加信用体系评价、建筑合同、安全生产等 方面的内容。鉴于有关法律、行政法规以及我省地方性法规对这些方面已有明确规定，法制委员会在 《条例（修订草案）》第二条新增一款作为第三款，内容为："本条例未作规定的，适用有关法律、法 规规定。" 12月2日上午，常委会本次会议分组审议了《河南省建筑市场管理条例（修订草案）》（以下简称《条 例（修订草案）》）。常委会组成人员认为，为了贯彻落实党中央、 ...

重庆鼓励"好房子"项目申报智能建造试点，对纳入智能建造试点的"好房子"项目采用综合评估法评标， 将投标人的智能建造技术研发能力、工程实践经验作为投标资格或商务条件。深化BIM技术在"好房 子"项目设计、招投标、生产、施工、运维等全过程应用。 人民财讯12月2日电，据重庆发布，12月1日，重庆市住房和城乡建设委员会、重庆市规划和自然资源局 出台《重庆市支持"好房子"加快发展十条措施》，《措施》明确"好房子"项目应采用绿色建材，应用比 例不低于70%。实施全装修的新建"好房子"项目应按照一星级及以上绿色建筑标准建设。 ...

Group 1 - The core focus of the China Galaxy Securities annual strategy conference is the transition to new productive forces, with artificial intelligence expected to be a key driver in 2026 [2] - The conference will feature macroeconomic scholars and industry experts discussing investment themes, particularly in AI, new energy, and quantum technology [2] - The event aims to unlock wealth opportunities for the start of the 14th Five-Year Plan [2] Group 2 - The CICC Quantitative and ESG team will provide authoritative insights into the 2026 quantitative strategy outlook, focusing on timing signals and practical applications of options volatility [5] - The session will share cutting-edge quantitative timing models to help accurately gauge market rhythms [5] Group 3 - UBS's outlook for 2026 discusses the potential reality of humanoid robots once technical and regulatory barriers are removed, highlighting the implications for the industry and what investors need to know [7] - The session will feature insights from UBS's research leaders in Taiwan and China [7] Group 4 - The CITIC Construction Investment report will explore how the electric new energy, military industry, and building materials sectors will evolve in the new cycle leading into 2026 [10] - It will discuss the impact of global energy storage growth and the AI electricity revolution on the electric new energy sector, as well as military trade and digital transformation in the building materials industry [10] Group 5 - Li Auto's Q3 2025 earnings call will address challenges related to slower responses compared to competitors and the potential of the i6 electric model to set new standards in the mid-to-large 5-seat SUV market [12] - The discussion will also cover the self-developed VLA large model and driver assistance chip's role in enhancing product capabilities, alongside the company's cash reserves supporting its technology breakthroughs and international expansion strategy [12]

Core Insights - Silicon Treasure Technology (300019) has successfully had its silicone sealant products included in the Ministry of Housing and Urban-Rural Development's list of "Good House" construction materials for 2025, indicating national-level recognition of its green building material standards [1] Group 1 - The inclusion in the national list provides substantial support for the company to secure orders in government procurement projects related to affordable housing, urban renewal, and public buildings [1] - The company emphasizes that its products play a crucial role in high-end construction and decoration fields, maintaining its position as the leading brand in the construction adhesive industry [1]

Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 16,425.50 points with a growth rate of 1.00% on November 11, 2023, driven by several stocks in the sector showing significant gains [1] Sector Performance - Several stocks in the renovation and building materials sector saw price increases, with Conch New Materials (000619) closing at 7.15 CNY per share, up by 10.00% - Aoyuan Ceiling (002718) also closed at 29.26 CNY per share, marking a 10.00% increase - Shangpin Home (300616) closed at 14.65 CNY per share, with a growth of 7.09%, ranking third in the sector [1] Declining Stocks - Jingxue Energy-saving (301010) led the decline in the sector, closing at 26.58 CNY per share, down by 6.77% - Gujia Home (603816) closed at 29.91 CNY per share, with a decrease of 3.48%, ranking second in losses - Mona Lisa (002918) closed at 15.37 CNY per share, down by 3.33%, ranking third in the decline [1] Policy and Industry Trends - The Ministry of Housing and Urban-Rural Development has announced plans to deepen reforms in the construction industry, focusing on industrialization, digitalization, and greening as development paths - The reforms aim to transition the construction industry from a traditional extensive model to a refined and intelligent approach, with key measures including the promotion of prefabricated buildings and the application of construction robots in projects - There will be a comprehensive promotion of green building materials, green construction, and green buildings [1]

Core Viewpoint - The report emphasizes the acceleration of new growth momentum in China's economy through enhanced fiscal policies, support for innovation, and investment in key industries, while ensuring the stability of employment and market expectations [1][3]. Group 1: Fiscal Policy and Economic Growth - The fiscal policy is increasingly proactive, focusing on stabilizing employment, businesses, and market expectations, while promoting economic recovery [3][4]. - A total of 300 billion yuan in special bonds is allocated to support the replacement of consumer goods, which is expected to stimulate significant retail sales [4][15]. - The central government plans to increase its technology funding to 398.12 billion yuan in 2025, a 10% increase from the previous year, focusing on core technology and strategic industries [5][21]. Group 2: Investment and Consumption - The government aims to enhance domestic demand by boosting consumption and effective investment, with a focus on key sectors and weak links [13][16]. - The issuance of special bonds has accelerated, with 5.55 billion yuan issued in the first half of the year, completing 42.7% of the annual target [16]. - The manufacturing sector is expected to see a 10.3% increase in industrial investment, driven by government support for technological upgrades [17]. Group 3: Employment and Social Welfare - The central government allocated 667.4 billion yuan for employment support, with 6.95 million new urban jobs created in the first half of the year [27][28]. - Education spending increased by 5.9% to 2.15 trillion yuan, with a focus on improving quality and access to education [29][30]. - Basic public health service funding reached 804.35 billion yuan, enhancing health management and disease prevention efforts [32][33]. Group 4: Risk Management and Financial Stability - The government is implementing measures to mitigate financial risks, including the management of local government debt and the promotion of real estate market stability [7][9]. - A comprehensive approach to fiscal management is being adopted, including reforms in tax systems and budget execution to ensure effective use of resources [7][12]. Group 5: Innovation and Technology - The report highlights the importance of integrating technological innovation with industrial development, with a focus on enhancing research capabilities and supporting key technology projects [20][21]. - Funding for basic research is set to increase by 12.1%, emphasizing the need for original innovation and support for research institutions [21][22]. Group 6: Environmental and Social Development - The government is committed to ecological protection and sustainable development, with significant funding allocated for pollution control and ecosystem restoration [38][39]. - Social welfare programs are being expanded, with increased support for vulnerable populations and efforts to improve living standards [34][35].

Core Insights - The special mortar industry includes over 50 varieties, with mainstream categories being bonding mortar, waterproof mortar, and plastering mortar, accounting for 25% of the total demand for commercial mortar [2][3] Industry Overview - The special mortar industry is categorized into various types, including thermal insulation mortar, waterproof mortar, tile adhesive, putty, self-leveling mortar, and grouting material, each with unique characteristics and applications [3] - The production capacity of the premixed mortar industry in China has reached 300 million tons in 2024, with a CAGR of approximately 12.69% from 2017 to 2024, making it the largest premixed mortar market globally [5] Policy Environment - The government has implemented a series of policies to promote green building materials and special mortar applications, creating a favorable policy environment for the industry [4][7] - Key policies include promoting green construction through government procurement and establishing a waste recycling system to enhance resource utilization efficiency [4] Market Dynamics - The production of special mortar has seen a growth rate of around 24% from 2017 to 2024, reaching a total output of 14 million tons, driven by both policy support and market demand [7] - The special mortar industry is characterized by high functional attributes and added value, with the formulation reflecting the R&D capabilities of companies, which is crucial for product competitiveness [7][9] Research and Analysis - Comprehensive analysis of the special mortar industry includes market capacity, industry chain, operational characteristics, profitability, and business models using various research methodologies [9] - The industry is expected to continue evolving with a focus on technological advancements and sustainable practices, aligning with national goals for ecological civilization [4][9]