省委十一届九次全会、省委经济工作会议擘画了云南"十五五"发展的宏伟蓝图，吹响了奋进新征程的号 角。连日来，我省国有企业、民营企业以各种形式掀起学习热潮。大家表示，要以企业之为促经济之 进，勇担使命、奋发进取，形成推进中国式现代化云南实践的强大合力，为我省"十五五"良好开局贡献 力量。 云南咖啡厂有限公司党支部书记、董事长徐智勇表示，将坚决贯彻落实会议精神，以云南咖啡产业园项 目建设为主要抓手，着力提升产业精深加工能力和集聚发展水平，努力将其打造成为推动全省咖啡产业 聚焦主责 做强主业 省委十一届九次全会明确，要充分激发各类经营主体活力，深化建设市场化、法治化、国际化一流营商 环境，增强高质量发展动力活力。 "省委全会为全省高质量发展进一步指明了方向，我们深感责任重大，也充满发展信心。"云南省资产管 理有限公司党支部书记、董事长唐亚芳表示，云投资管作为省内唯一一家地方资产管理公司，肩负维护 区域金融稳定、服务全省战略协同的使命。面向新阶段，云投资管将坚决贯彻落实全会精神，主动融入 全省经济发展大局，持续优化发展路径，聚焦主责主业，做优实体产业服务，在助力云南经济发展中展 现云投力量。 省委经济工作会议强调，积极 ...

Core Insights - The industrial structure of Qiannan Prefecture is undergoing a profound transformation driven by coupling, with traditional fertilizer's share in phosphate chemical products decreasing from 42.9% in 2018 to 20.5% in 2024, while the share of new energy battery materials like iron phosphate and lithium iron phosphate has surged to 35% from nearly zero [1] - The economic value created from phosphate resources has significantly increased, with the production capacity of iron phosphate and lithium iron phosphate accounting for over 50% of the province's total, and the added value per ton of phosphate rock rising from approximately 2500 yuan to around 6000 yuan, effectively doubling [1] - The new energy battery materials industry in Qiannan is expected to exceed 20 billion yuan by 2025 [1] Industry Transformation - The utilization rate of phosphogypsum in Qiannan has reached an industry-leading 97%, transforming environmental burdens into a green building materials industry with an annual output value exceeding 500 million yuan [2] - Qiannan's industrial development strategy emphasizes a clear focus on diverse industries, not solely reliant on phosphate [3] Regional Development - Under the "coupling symbiosis" model, various counties in Qiannan are identifying unique industrial rhythms, leading to complementary advantages and distinctive development [4] - The independent county of Dushan has become the largest production base for micro and small bearings in Guizhou, with 28 bearing and supporting enterprises and over 1500 production lines, capable of producing 1.1 billion sets of deep groove ball bearings annually [4] Technological Innovation - Qiannan is leveraging technological innovation to convert resource advantages into developmental strengths, with companies like Qixin focusing on high-sulfur coal processing to produce valuable chemical products [16] - The region is fostering a "government-industry-university-research-application" innovation ecosystem, with 219 innovative SMEs and 137 provincial-level specialized enterprises [18] Economic Growth - Qiannan has established a modern industrial system characterized by a "2+4+4" framework, with phosphate chemical and new energy battery materials as core engines, contributing over 650 billion yuan and accounting for more than 54% of industrial output [13] - The industrial value added in Qiannan has grown by 14% year-on-year from January to November, ranking first in the province, with industrial investment contributing significantly to economic growth [21]

云天化日前公告，公司参股子公司云南云天化聚磷新材料有限公司于近日完成云南省镇雄县碗厂磷矿采 矿权办证手续，并于12月23日取得云南省自然资源厅颁发的《不动产权证书（采矿权）》和《采矿许可 证》。 根据勘探报告，聚磷新材碗厂磷矿资源量为24.38亿吨，平均品位22.54%。公司持有聚磷新材35%股 权，公司控股股东云天化集团有限责任公司为聚磷新材持股55%的控股股东，云天化集团有限责任公司 承诺，待聚磷新材取得云南省镇雄县碗厂磷矿合法有效的采矿许可证后3年内，将聚磷新材的控制权优 先注入公司。 ...

2020-2025年1-10月中国磷矿石(折含五氧化二磷30％)产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：兴发集团（600141）,湖北宜化（000422）,云天化（600096）,川发龙蟒（002312）,新洋丰 （000902）,云图控股（002539） 相关报告：智研咨询发布的《2025-2031年中国磷矿石行业市场竞争策略及未来发展潜力报告》 根据国家统计局数据显示：2025年10月中国磷矿石(折含五氧化二磷30％)产量为1088万吨，同比增长 0.9%；2025年1-10月中国磷矿石(折含五氧化二磷30％)累计产量为10170万吨，累计增长9.4%。 ...

本报讯 12月25日，云南云天化股份有限公司（以下简称"云天化"）发布公告称，参股子公司云南云天 化聚磷新材料有限公司（以下简称"聚磷新材"）于近日完成云南省镇雄县碗厂磷矿采矿权办证手续，并 取得云南省自然资源厅颁发的《不动产权证书（采矿权）》和《采矿许可证》。 （文章来源：证券日报） 云天化表示，取得采矿权证后，聚磷新材将结合当地丰富的资源禀赋，打造磷基新材料产业园区，充分 发挥公司在磷化工资源、技术、产业链等环节的竞争优势，实现磷资源高值高效利用，持续推动规模提 升和产业结构调整，增强公司核心竞争力，对公司长期可持续发展具有积极影响。 根据勘探报告，聚磷新材碗厂磷矿资源量为24.38亿吨，平均品位22.54%。云天化持有聚磷新材35%股 权，公司控股股东云天化集团有限责任公司为聚磷新材持股55%的控股股东。云天化集团有限责任公司 承诺，待聚磷新材取得云南省镇雄县碗厂磷矿合法有效的采矿许可证后3年内，将聚磷新材的控制权优 先注入上市公司。 ...

免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 投资者提问： 近日，湖北省多城出现空气污染过程，部分城市达重度污染，导致多家化工企业停产、减产、限产。湖 北作为国内磷化工产业核心区，请问对公司有影响么 董秘回答(湖北宜化SZ000422)： 尊敬的投资者您好，公司根据当地主管部门发布的重污染天气预警，采取相应的应急减排措施，同时持 续提升污染防治治理能力和管理能力，提升环保绩效水平，减少对环境的影响。目前公司磷铵产品按照 有关要求维持正常生产负荷。感谢您的关注！查看更多董秘问答>> ...

截至发稿，钛能化学市值为191亿元。 每经AI快讯，钛能化学（SZ 002145，收盘价：5.02元）12月26日晚间发布公告称，公司第八届第七次 董事会临时会议于2025年12月26日在公司会议室以现场结合通讯的方式召开。会议审议了《关于制订 < 信息披露暂缓与豁免管理制度> 的议案》等文件。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 2025年1至6月份，钛能化学的营业收入构成为：精细化工占比80.17%，磷化工类占比8.63%，物流服务 类占比4.96%，新能源类占比3.4%，其他业务占比2.84%。 （记者 贾运可） ...

Core Insights - Yunnan Province's economy is projected to reach a historic milestone of 3.27 trillion yuan in 2023, with an average annual growth rate of approximately 4.7% during the 14th Five-Year Plan period [1] Economic Structure and Investment - The economic structure of Yunnan is undergoing rapid adjustment, with industrial investment becoming the main driver, increasing its share of fixed asset investment from 26.7% in 2020 to 52.1% by 2024 [1] - Private sector investment has significantly increased, with its share rising from 39.8% to 65.7% [1] Industry Development and Upgrading - The "new three" industries—green aluminum, silicon photovoltaic, and new energy batteries—are showing strong growth, contributing over 20% to the increase in industrial added value [1] - The deep processing rate of coffee has improved from 20% to 80%, with total output value increasing from less than 10 billion yuan to over 80 billion yuan [1] - In the green aluminum sector, the alloying rate has reached 51.4%, with electrolytic aluminum production capacity at 6.5 million tons and output value doubling to over 160 billion yuan [1] Strategic Focus Areas - The Yunnan Provincial Committee emphasizes the need to focus on industrial transformation and upgrading, aiming to build a modern industrial system with Yunnan's unique advantages [2] - Key areas of focus include green aluminum, silicon photovoltaic, phosphorous chemicals, and non-ferrous and rare metals, as well as highland characteristic agriculture, cultural tourism, green energy, and modern logistics [2] Action Plans for Industrial Upgrading - Yunnan will focus on major industrial projects to drive quality upgrades, particularly in green aluminum, petrochemicals, phosphorous chemicals, and rare earths [3] - The province aims to cultivate new growth points in non-tobacco and non-energy industries, targeting sectors like biomedicine, new materials, and advanced equipment manufacturing [3] - Emphasis will be placed on technology empowerment, promoting core technology breakthroughs and enhancing the integration of technological and industrial innovation [3] Park Development and Efficiency - Yunnan plans to implement an action plan to enhance park economies, establishing a comprehensive evaluation system focused on efficiency, environmental impact, and industrial clustering [4] - The strategy includes leveraging parks to foster leading industries and promote regional industrial complementarity and collaborative development [4]

澄星股份公告称，根据搬迁规划，公司决定对江阴工厂开展搬迁工作，于2026年1月24日起全面停产。 其产品生产将由全资子公司钦州工厂承接，钦州工厂现有磷酸产能30万吨，能覆盖全部客户需求。2024 - 2025年，江阴和钦州工厂开工率各有不同，2026年钦州工厂开工率预计达90%以上，公司合并营收、 利润无重大影响。江阴工厂力争2026年底完成拆除，新工厂力争2027年底建成投产，利于公司产业升级 和多元化发展。 ...

Core Viewpoint - The company, Chengxing Co., Ltd. (600078.SH), is relocating its factories in Jiangyin to optimize its location layout and respond to local government policies, with the Jiangyin factory set to cease operations on January 24, 2026 [1] Group 1 - The relocation is part of the local government's "retreat from the city to the park" policy [1] - The new factory in Jiangyin Lingang Chemical Park will have an annual production capacity of 170,000 tons of phosphoric acid and 60,000 tons of high-end automotive materials [1] - This move is crucial for the company's industrial transformation and upgrading, aiming to accelerate the development of high-purity and fine chemical products [1] Group 2 - The successful operation of the new factory is expected to positively impact the company's revenue and profits [1] - The relocation and new projects align with the company's strategy for product diversification [1]