2019-2025年8月中旬普通硅酸盐水泥（P.O 42.5袋装）市场价格变动统计图 相关报告：智研咨询发布的《2025-2031年中国水泥行业市场运行格局及发展策略分析报告》 根据国家统计局公布的数据，非金属建材类别下的普通硅酸盐水泥（P.O 42.5袋装）2025年8月中旬市 场价格为348.6元/吨，同比下滑4.05%，环比下滑1.53%，纵观近5年同时期其价格，2021年8月中旬达到 最大值，有438.2元/吨。 数据来源：国家统计局 ...

相关报告：智研咨询发布的《2025-2031年中国水泥行业市场运行格局及发展策略分析报告》 2019-2025年8月中旬普通硅酸盐水泥（P.O 42.5散装）市场价格变动统计图 数据来源：国家统计局 根据国家统计局公布的数据，非金属建材类别下的普通硅酸盐水泥（P.O 42.5散装）2025年8月中旬市 场价格为272.4元/吨，同比下滑15.98%，环比上涨0.96%，纵观近5年同时期其价格，2019年8月中旬达 到最大值，有421.3元/吨。 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600585 海螺水泥 | | -5274.41万 | 8.70% | -2753.37万 | -4.54% | -2521.05万 | -4.16% | | 000877 天山股份 | | 4149.20万 | 9.45% | 566.17万 | 1.29% | -4715.37万 | -10.74% | | 600425 青松建化 | | 3111.32万 | 8.21% | -975.70万 | -2.58% | -2135.61万 | -5.64% | | 600801 华新水泥 | | 2902.73万 | 10.77% | -775.71万 | -2.88% | -2127.02万 | -7.89% | | 002233 塔牌集团 | | 788.74万 | 5.78% | 96.11万 | 0.70% | -884.84万 | -6.48% | | 0023 ...

Economic Indicators - The official manufacturing PMI for August is 49.4%, a slight increase of 0.1 percentage points from July[4] - Industrial value-added growth for August is projected at approximately 5.2% year-on-year[9] - Retail sales growth is expected to be around 4% year-on-year for August[9] Production and Investment - The production index rose to 50.8%, while new orders improved slightly to 49.5%[4] - Fixed asset investment growth is estimated at 2% year-on-year for August, with manufacturing investment at 6.4%[5] - The top 100 real estate companies' sales in August amounted to approximately 207.04 billion yuan, down 1.9% month-on-month and 17.6% year-on-year[8] Price Trends - CPI for August is expected to remain at 0.0% year-on-year, while PPI is projected to decline by 2.9% year-on-year[9][20] - The purchasing price index increased significantly to 53.3%, indicating rising costs in the manufacturing sector[4] Consumption and Services - August saw a strong performance in service consumption, with cinema box office revenues around 5.987 billion yuan and over 150 million attendees[7] - Passenger transport volumes in civil aviation and railways reached record highs for the same period, driven by summer travel[7] Risks and Outlook - The overall economic outlook remains stable compared to July, but the manufacturing sector has been in contraction for five consecutive months, indicating weak market demand[8] - Continued adjustments in the real estate market are expected to impact overall domestic demand significantly[8]

Investment Rating - The investment rating for the company is "Buy" and is maintained [8] Core Views - The company reported a revenue of 16.047 billion yuan in H1 2025, a year-on-year decrease of 1.17%, while the net profit attributable to shareholders was 1.103 billion yuan, showing a significant year-on-year increase of 51.05% [2][4] - In Q2 2025, the revenue was 8.885 billion yuan, down 2.94% year-on-year, but the net profit increased by 57.22% to 870 million yuan [2][4] - The cement gross margin improved, while aggregate sales declined. H1 2025 cement and clinker sales were 27.737 million tons, down 2.6% year-on-year, with overseas sales increasing by 10.4% to 8.388 million tons [5][6] - The company expects the Nigerian project to bring high elasticity to its performance, with anticipated earnings of 3 billion yuan and 3.6 billion yuan for 2025 and 2026, respectively, corresponding to a PE ratio of 11 and 9 times [11] Financial Performance Summary - H1 2025 cement revenue was 9.15 billion yuan, up 5.6% year-on-year, with domestic cement revenue at 5.02 billion yuan, down 1.26%, and overseas cement revenue at 4.128 billion yuan, up 15.37% [5][6] - The overall gross margin increased by 5.3 percentage points to 23.65% compared to the same period last year, driven by higher domestic cement prices and lower costs [6] - The company’s EBITDA from non-cement businesses accounted for 44% of total profits, indicating diversification in revenue streams [6] Regional Performance - Revenue from the African region was 2.136 billion yuan, up 21.51% year-on-year, while the Asian region's revenue was 2.204 billion yuan, up 12.14% year-on-year [11] - The company has initiated several overseas technical transformation projects, including upgrades in Zimbabwe, Zambia, and South Africa, enhancing production capacity [11]

Core Viewpoint - Chongqing's low-carbon development is seen as a new engine for high-quality economic growth, with significant achievements in energy consumption reduction and economic growth rates [1][4]. Group 1: Low-Carbon Initiatives - Chongqing's energy consumption growth rate is 2.4% annually, supporting an economic growth rate of 5.6%, with GDP energy consumption dropping to 0.310 tons of standard coal per ten thousand yuan, outperforming the national average by approximately 30% [1]. - The Chongqing Conch Cement plant utilizes urban waste for energy generation, achieving a zero-emission goal through resource recovery and full utilization of residual ash as cement raw material [1][4]. - The waste incineration project at Chongqing Conch Cement has processed over 570,000 tons of municipal waste since its operation, significantly reducing landfill usage and environmental risks [5][6]. Group 2: Environmental Impact and Achievements - The Chongqing Conch Cement plant has achieved a reduction of 11,500 tons of CO2 emissions annually and over 90% reduction in methane emissions, with dioxin concentrations far below national standards [6]. - The plant has been recognized as a national-level green factory and a model for ecological protection along the Yangtze River Economic Belt [6]. - The waste management system in Chongqing has reached a 100% harmless treatment rate, with a goal of zero landfill by 2025 [4][5]. Group 3: Industry Cluster and Technological Innovation - The Dadu River area hosts several national-level green factories, including Chongqing International Composite Materials Co., which has achieved top-tier emissions standards in its glass fiber production [7][8]. - The Chongqing Smart Industry Park has transformed into a near-zero carbon park, focusing on smart economy and green manufacturing, with significant reductions in carbon emissions and waste [11][12]. - The introduction of low-carbon technologies in various sectors, such as the production of microbial protein and hydrogen fuel cells, showcases the region's commitment to sustainable development [12][13][14].

同时，金隅冀东已在唐山市行政审批局完成公司名称变更登记手续和《公司章程》的备案，并取得换发 的《营业执照》。金隅冀东的公司名称、证券简称的申请已经深圳证券交易所审核无异议，自2025年9 月4日起生效。金隅冀东的深圳证券交易所公司证券代码"000401"保持不变。 金隅集团发布公告，公司于深圳证券交易所上市的控股子公司"唐山冀东水泥股份有限公司"近日已获批 准变更其公司名称为"金隅冀东水泥集团股份有限公司"。 责任编辑：栎树 ...

核心阅读 《中共中央办公厅国务院办公厅关于推进绿色低碳转型加强全国碳市场建设的意见》近日印发。这是我 国碳市场领域第一份中央文件，将为全国碳市场建设提供更完善的制度保障、更强大的能力支撑。如何 加强全国碳市场建设？相关部门和专家进行了解读。 碳市场是利用市场机制积极应对气候变化、加快经济社会发展全面绿色转型的重要政策工具。《中共中 央办公厅国务院办公厅关于推进绿色低碳转型加强全国碳市场建设的意见》(以下简称《意见》)近日印 发，推动建设更加有效、更有活力、更具国际影响力的全国碳市场。 配额分配与清缴制度是全国碳排放权交易市场健康平稳有序运行、实现政策目标的基础。《意见》明确 提出，建立预期明确、公开透明的碳排放配额管理制度。 生态环境部应对气候变化司司长夏应显介绍，要通过加强碳市场建设，让有效市场和有为政府更好结 合，确保碳市场放得活、管得住，激发绿色生产力、新质生产力，推动经济社会全面绿色转型。 明确提出全国碳市场发展的"时间表"和"路线图" 目前，我国已建立重点排放单位履行强制减排责任的全国碳排放权交易市场(强制碳市场)，和激励社会 自主减排的全国温室气体自愿减排交易市场(自愿碳市场)。"两个碳市场独立运 ...

北京金隅集团股份有限公司 证券代码：601992 证券简称：金隅集团 编号：临2025－043 北京金隅集团股份有限公司 关于控股子公司变更公司名称、证券简称 暨完成工商变更登记的提示性公告 本公司董事会及全体董事保证本公告内容不存在虚假记载、误导性陈述或者重大遗漏，并对其内容的真 实性、准确性和完整性承担个别及连带责任。 北京金隅集团股份有限公司（以下简称"本公司"）控股子公司金隅冀东水泥集团股份有限公司（以下简 称"金隅冀东"）于2025年9月4日披露了《唐山冀东水泥股份有限公司关于变更公司名称、证券简称暨完 成工商变更登记的公告》，主要变更内容如下： ■ 具体内容详见金隅冀东在《中国证券报》和《证券时报》以及巨潮资讯网(www.cninfo.com.cn)披露的相 关公告。 特此公告。 二〇二五年九月五日 ...

公司已于近日办理完成工商变更登记及章程备案手续，并取得了唐山 市行政审批局换发的《营业执照》。 本次公司名称及证券简称的变更不涉及已发行的债券名称、简称及代 码变更。本次公司名称变更不改变原签署的与公司已发行的债券相关的法 律文件效力，不改变公司的债权债务关系，原签署的相关法律文件对已发 行的债券仍具有法律效力，不再另行签署新的法律文件。公司将按照原债 券发行条款和条件继续履行信息披露、本息兑付等义务。 本次公司名称变更对公司的公司治理、日常管理、生产经营及偿债能 力无重大不利影响。 债券代码：149505 债券简称：21冀东01 债券代码：149636 债券简称：21冀东02 债券代码：148703 债券简称：24冀东01 债券代码：148918 债券简称：24冀东02 债券代码：524120 债券简称：25冀东01 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。 金隅冀东水泥集团股份有限公司（以下简称公司、发行人）经过 30 余年的发展，已从一家地区企业成长为主要市场覆盖国内 13 个省（自治 区、直辖市）的全国性企业，同时海外业务扩展至南非北部地区；公司 ...