8月25日，金隅集团盘中上涨2.38%，截至10:06，报1.72元/股，成交5800.26万元，换手率0.41%，总市 值183.66亿元。 资金流向方面，主力资金净流入765.92万元，特大单买入833.28万元，占比14.37%，卖出0.00元，占比 0.00%；大单买入976.03万元，占比16.83%，卖出1043.38万元，占比17.99%。 金隅集团今年以来股价跌0.58%，近5个交易日涨6.17%，近20日涨3.61%，近60日涨15.44%。 机构持仓方面，截止2025年3月31日，金隅集团十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股8167.55万股，相比上期减少1090.86万股。南方中证500ETF（510500）位居第八大流通股 东，持股4281.03万股，相比上期减少392.50万股。 责任编辑：小浪快报 资料显示，北京金隅集团股份有限公司位于北京市东城区北三环东路36号环球贸易中心D座,香港中环皇 后大道中222号启煌商业大厦405室，成立日期2005年12月22日，上市日期2011年3月1日，公司主营业务 涉及水泥及预拌混凝土、新型建材与商贸物流、房地产开发和 ...

近期，湖南省娄底市新化县发生一起涉企环保监督纠纷，引发社会关注。8月21日，由新化县综治 中心、县公安局、娄底市生态环境局新化分局、枫林街道办事处等部门组成的联合调查组发布相关情况 通报。 一、事情经过 日前，谢某新在事先未征得枫林街道某水泥厂同意的情况下，独自进入该企业采石场工作区域拍摄 破碎机工作时产生的扬尘视频后上传网络，并点名要求新化县环保部门负责人核查。8月16日，新化县 环保部门邀请袁某南、李某政等人进入该企业参与企业环保问题座谈，谢某新、赵某华一同乘车随行。 李某政、袁某南下车后在办公楼前用手机拍摄在场人员，引发企业员工曾某雄、当地群众袁某华不满， 双方发生言语冲突。经环保执法人员刘某等人劝阻后袁某南等人乘车离去。当日，袁某南、李某政、谢 某新将现场冲突视频剪辑后发在其个人短视频账号。 二、部门核查情况 三、纠纷调解情况 针对袁某南、谢某新、李某政等人反映其在企业开展环保监督时遭围堵辱骂的情况，新化县综治中 心先后两次组织涉事企业与有关当事人进行调处。因袁某南、谢某新、曾某雄、袁某华等人未到现场， 调解未能取得进展。 娄底市生态环境局新化分局对涉事企业进行了调查，确认该企业环保设施运行正常，采石 ...

Investment Rating - The investment rating for the construction materials industry is "Positive" (maintained) [1] Core Insights - The construction materials industry has made significant progress in energy conservation and carbon reduction, with six major sub-industries releasing carbon reduction technology guidelines and a notable increase in the share of clean energy [3][4] - The cement industry is expected to benefit from national policies aimed at controlling cement clinker production capacity and improving energy efficiency standards [3] - The report recommends several companies within the construction materials sector, including SanKeTree, Dongfang Yuhong, Weixing New Materials, and Jianlang Hardware, as well as beneficiaries like Beixin Building Materials and Haizhu Cement [3] Summary by Sections Market Performance - The construction materials index rose by 2.91% from August 18 to August 22, 2025, underperforming the CSI 300 index by 1.27 percentage points [4][13] - Over the past three months, the CSI 300 index increased by 13.42%, while the construction materials index rose by 16.67%, outperforming the CSI 300 by 3.25 percentage points [4][13] - In the past year, the CSI 300 index increased by 30.86%, and the construction materials index rose by 35.30%, outperforming the CSI 300 by 4.44 percentage points [4][13] Cement Sector - As of August 22, 2025, the average price of P.O42.5 bulk cement was 280.47 CNY/ton, reflecting a 1.94% increase from the previous period [6][24] - The clinker inventory ratio was 64.62%, showing a decrease of 1.56 percentage points [6][24] - Regional price trends varied, with notable increases in East China (+5.05%) and Central China (+6.53%), while South China saw a decrease of 2.82% [24][26] Glass Sector - The average spot price for float glass was 1187.88 CNY/ton, down by 1.78% from the previous period [6][81] - The inventory of float glass increased by 28 million weight boxes, a rise of 0.50% [6][83] - The price of photovoltaic glass remained stable at 116.41 CNY/weight box [6][87] Fiberglass Sector - The market prices for fiberglass remained stable, with some flexibility in transactions noted [6][19] - The report highlights the performance of various companies within the fiberglass sector, indicating a generally positive trend [6][19] Consumer Building Materials - The prices of raw materials for consumer building materials showed slight fluctuations, with specific price data provided for various materials [6][20]

福建水泥股份有限公司2025 年半年度报告摘要 公司代码：600802 公司简称：福建水泥 福建水泥股份有限公司 福建水泥股份有限公司2025 年半年度报告摘要 第一节 重要提示 展规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 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。 无。 第二节 公司基本情况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 A股 上海证券交易所 福建水泥 600802 联系人和联系方式 董事会秘书 证券事务代表 姓名 陈胜祥 林国金 电话 0591-87617751 0591-87617751 办公地址 福建省福州市晋安区塔头路 福建省福州市晋安区塔头路 电子信箱 chensx311@163.com linzy2010@qq.com 单位：元 币种：人民币 本报告期末比 本报告期末 上年度末 上年度末增减(%) 总资产 3,736,604,749.85 3,584,888,727.16 4.23 归属于上市公司股东的净资产 1,215,130,739.52 1,095,409,464.39 10.93 本报告期比 本报告期 ...

证券代码：600802 证券简称：福建水泥 公告编号：2025-025 福建水泥股份有限公司 关于与关联方签订煤炭联合采购协议(关联交易)的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： ●本议案尚需提交公司股东会审议。 ●公司遵循商业规则，协议中约定的交易，属于正常的商业行为， 公司经营没有因协议交易而影响公司经营业务的独立性，该交易不存在 损害公司或中小股东利益的情况。 一、协议涉及关联交易概述 福建水泥股份有限公司（本公司）为保障燃煤供应的稳定性，更好 利用一切有利渠道和方式降低采购成本，董事会拟同意借助关联方在煤 炭源头资源、码头物流成本、采购规模及采购专业等优势，继续与福建 省福能物流有限责任公司（以下简称福能物流）签订煤炭联合采购协议， 满足公司生产经营的实际需要。 （一）关联交易履行的审议程序 了《关于与关联方签订煤炭联合采购协议的议案》。关联董事郑建新、黄 明耀回避表决，非关联董事以同意 7 票、反对 0 票、弃权 0 票，表决通 过。 议。 有限责任公司、福建煤电股份有限公司、福建省石油 ...

Group 1 - Hebei Wushan Cement Co., Ltd. received an administrative penalty of 20,000 yuan for allowing overloaded vehicles to leave its premises [1][2][4] - The penalty was issued by the Lu Long County Transportation Bureau based on violations of the Hebei Provincial Highway Regulations [2][4] - Hebei Wushan Cement is a subsidiary of Wushan Group, with an annual production capacity of 1 million tons of high-quality clinker and 1.5 million tons of cement [4][5] Group 2 - The company was established on February 18, 2004, with a registered capital of 50 million yuan [5] - The legal representative of Hebei Wushan Cement is Cui Zhimin, and the major shareholder is Qinhuangdao Wushan Industrial Development Group Co., Ltd. [5] - The company has been involved in several national key projects, including the Beijing West Railway Station and Beijing Daxing International Airport [4]

金融界2025年8月22日消息，国家知识产权局信息显示，华润水泥技术研发有限公司取得一项名为"一种 无机人造石及其制备方法和应用"的专利，授权公告号CN116947423B，申请日期为2023年07月。 天眼查资料显示，华润水泥技术研发有限公司，成立于2011年，位于广州市，是一家以从事研究和试验 发展为主的企业。企业注册资本5586.4466万人民币。通过天眼查大数据分析，华润水泥技术研发有限 公司参与招投标项目279次，专利信息372条，此外企业还拥有行政许可13个。 本文源自：金融界 作者：情报员 ...

中国天瑞集团水泥有限公司是河南省及辽宁省领先的熟料水泥生产商，业务主要从事石灰岩开采利用和 熟料、水泥、建筑骨料等建材产品的生产与销售。公司拥有22条熟料生产线、62条水泥粉磨生产线和12 条砂石骨料生产线，年熟料产能3519万吨，水泥产能5780万吨，骨料产能3020万吨。 截至2024年年报，中国天瑞水泥营业总收入61.17亿元、净利润2.79亿元。 8月20日，预计2025年中报业绩预增，溢利约5500万人民币至7500万人民币，同比增长94.41%至 165.11%。 8月29日，中国天瑞水泥将披露2025财年中报。 本文源自：金融界 作者：行情君 8月21日，中国天瑞水泥(01252)盘中上涨20.0%，截至14:41，报0.36元/股，成交2619.21万元。 ...

智通财经获悉，中国天瑞水泥(01252)盈喜后涨超11%，截至发稿，涨11.67%，报0.335港元，成交额 667.01万港元。 本文源自智通财经网 消息面上，8月20日，中国天瑞水泥发布公告，相较于2024年同期约人民币2829万元的净盈利，集团预 期于截至2025年6月30日止六个月将取得净盈利于人民币5500万元至人民币7500万元，乃主要由于水泥 销量增加令收益增加所致。 ...

Investment Rating - The investment rating for the construction materials industry is "Positive" (maintained) [1] Core Views - The construction materials sector is benefiting from significant infrastructure projects, such as the establishment of the new Tibet Railway Company with a registered capital of 95 billion yuan, which is expected to drive GDP growth by approximately 0.18 percentage points annually [3] - The report highlights key companies in the consumer building materials segment, including Sankeshu (channel expansion), Dongfang Yuhong (waterproofing leader), Weixing New Materials (high retail business proportion), and Jianlang Hardware [3] - The cement sector is expected to benefit from the National Development and Reform Commission's energy-saving and carbon reduction initiatives, aiming to control cement clinker capacity at around 1.8 billion tons by the end of 2025 [3] - The report also notes the positive impact of "equal tariffs" on glass fiber leaders with overseas production bases, enhancing profitability [3] Summary by Sections Market Performance - The construction materials index increased by 2.88% in the week from August 11 to August 15, 2025, outperforming the CSI 300 index by 0.51 percentage points [4][13] - Over the past three months, the CSI 300 index rose by 8.87%, while the construction materials index increased by 16.67%, outperforming the CSI 300 by 7.80 percentage points [4][13] - In the past year, the CSI 300 index increased by 25.61%, and the construction materials index rose by 35.30%, outperforming the CSI 300 by 9.69 percentage points [4][13] Cement Sector - As of August 15, 2025, the average price of P.O42.5 bulk cement in China was 275.14 yuan/ton, reflecting a 0.52% increase from the previous period [6][23] - The cement clinker inventory ratio was 66.18%, down by 1.30 percentage points [6][23] - Regional price variations were noted, with Northeast China seeing a 2.64% increase, while North China experienced a 0.75% decrease [6][23] Glass Sector - The average spot price of float glass as of August 15, 2025, was 1209.38 yuan/ton, down by 3.97% [6][77] - The average price of photovoltaic glass was 116.41 yuan/weight box, reflecting a slight increase of 0.13% [6][85] - National float glass inventory increased by 118 million weight boxes, a rise of 2.15% [6][79] Glass Fiber Sector - The market prices for various types of glass fiber remained stable, with some flexibility in transactions [6][4] - The report indicates that the glass fiber sector is also experiencing positive trends, with specific companies highlighted for their performance [6][4] Consumer Building Materials - The report notes that raw material prices for consumer building materials are maintaining a slight fluctuation trend [6][4] - Key companies in this segment are also tracked for their valuation performance [6][4]