反内卷政策激发水泥、钢铁需求，西藏天路、华新水泥受益。7 月 19 日 新闻稿显示，截弯取直、隧洞引水方式使盾构机、TBM 掘进机成新主线， 并提出特高压需求。 总理出席开工仪式，项目定义为国家级别，金额达 1.2 万亿，超预期。 新成立的雅江集团是副部级央企，定位高，资产荒和流动性泛滥背景下， 该项目更显突出。 雅江电站价值量分布：枢纽工程占比约 47%，机电安装 10%-20%，拆 迁约 40%，工程量 30%-40%，机电设备 12%-17%，建材约 15%， 民爆爆破 3%-5%。 技术方案采用截弯取直、隧洞引水，盾构机和 TBM 掘进机成主线，以外 送消纳为主，对特高压提出新要求，包含五个发电机组，超预期。 资产荒与流动性泛滥背景下，雅江电站等重大基础设施项目受青睐，提 振市场信心，吸引资金涌入，推动相关公司股价上涨。 水泥和水电工程产业链保持强势，水泥、盾构机、爆破设备及岩土工程 等领域增长强劲，不包括特高压，因此表现更突出。 雅江项目采用截弯取直、隧洞引水方式，类似锦屏二级电站，将使用 TBM 掘进机和钻爆法，对盾构机及其零部件需求增加。 Q&A 雅江电站的行情为何超预期？ 雅江电站的行情超预期 ...

市场早盘延续升势，三大指数小幅上涨。截至收盘，沪指涨0.44%，深成指涨0.29%，创业板指 涨0.12%。个股涨多跌少，全市场超3500家个股上涨。沪深两市半日成交额1.09万亿，较上个交 易日放量708亿。 周末，雅江水电站开工的消息就已经传开了，高争民爆、西藏天路也一度冲上雪球热股榜前两 名，今天开盘，工程基基建相关板块就满屏涨停！ 01 消息一出，周末就有不少投资者在讨论该项目带来的投资机会，今天一开盘，相关板块满屏涨 停，雪球App用户@ 大战A股60年 ："星期一车门焊死，上不了车了。" 工程基建相关行业板块涨幅"霸榜"，民用爆破、水泥、钢铁等概念板块领涨两市。此外，工程机 械、电力设备等同样涨幅居前。 | 民爆概念 | 水泥概念 | 地下管网 | | --- | --- | --- | | +8.14% | +5.69% | +3.70% | | 新余国科 | 青松建化 | 深水规院 | | 1.05 +19.99% | 4.15 +10.08% | 19.32 +20.00% | | 水利 | 抽水蓄能 | 海南自贸区 | | +3.59% | +3.58% | +3.42% | | 筑博设计 ...

Core Viewpoint - The company, Yipuli Co., Ltd., has announced that its subsidiary, China Gezhouba Group Yipuli Co., Ltd., has signed or commenced execution of blasting service contracts totaling RMB 5.903 billion for the period of April to June 2025 [1]. Group 1: Contract Details - The total amount of newly signed or executed contracts for blasting service engineering is RMB 5.903 billion [1]. - Significant contracts include: - A total construction contract for the granite mining project in Deqing County, Guangdong Province, with a service period of 24 years [2]. - A supplementary agreement for the mining construction contract of the Xinjiang Tianlong Hope Energy Co., Ltd. with a service period of 0.5 years, amounting to RMB 400 million [2][3]. - A drilling and blasting contract for the iron ore mining area in Panzhihua City, with a service period of 3 years [3]. - An EPC and mining service contract for sandstone mining and processing in Wuzhou City, with a service period of 15.56 years [3]. - Another EPC and mining service contract for sandstone mining in Wuzhou City, with a service period of 20.26 years [3].

Core Viewpoint - The company, Wuxi Shengjing Microelectronics Co., Ltd., reported a significant decline in its 2024 performance due to multiple factors including shrinking demand in the civil blasting industry, oversupply of electronic detonators, and intensified price competition, leading to an 88.24% drop in net profit [1][4][8] Group 1: Performance Decline - The company's main product, electronic control modules, saw a sales volume decrease of 18.37% and an average price drop of 28.42% in 2024 [1][5] - The overall revenue for 2024 fell by 38.70% compared to the previous year, with a net profit decline of 88.24% [4][8] - The gross margin for the company decreased from 44.11% in 2023 to 35.28% in 2024, primarily due to increased competition and price pressures [5][6] Group 2: Market Dynamics - The production of industrial detonators in China decreased from 7.24 billion units in 2023 to 6.72 billion units in 2024, a decline of 7.18% [2] - The number of competitors in the electronic control module market has increased to over 40, intensifying price competition [2][3] - Major clients have shifted to other suppliers, further eroding the company's market share [2][3] Group 3: Cost Structure and R&D - The company increased its R&D expenses by 15.24% in 2024, totaling approximately 89.45 million yuan, due to more projects and personnel [7] - Selling expenses rose by 33.53% as the company intensified its marketing efforts in response to market changes [6][8] - The subsidiary, Shanghai Xianji, reported a net loss of approximately 41.51 million yuan in 2024, exacerbating the overall financial decline [7] Group 4: Early 2025 Performance - In Q1 2025, the company reported a revenue of 88.01 million yuan, a slight decrease of 0.7%, but achieved a net profit of 4.17 million yuan, marking a turnaround from a loss in the previous year [9] - The sales volume of electronic control modules increased by 16.43% in Q1 2025, indicating a potential recovery [9] - The company continues to expand its product offerings in high-tech areas, including modules for seismic exploration and oil and gas wells [9]

Overview of the Acquisition - The company, Anhui Jiangnan Chemical Co., Ltd., plans to acquire 51% of Sichuan Ebian Guochang Chemical Co., Ltd. for a cash consideration of 17,034 million RMB, based on a slightly discounted valuation of 33,400 million RMB [1][2][10] - Following the completion of this transaction, Sichuan Ebian Guochang will become a subsidiary of Jiangnan Chemical [1] Financial and Performance Commitments - The acquisition includes a performance commitment agreement where the seller, Sichuan Ebian Changlong Chemical Co., Ltd., guarantees a cumulative net profit for the target company during the performance commitment period [2][3] - If the actual net profit falls short of the committed amount, the seller is obligated to compensate Jiangnan Chemical in cash [3][17] Company and Transaction Details - The target company, Sichuan Ebian Guochang, was established on March 24, 2022, with a registered capital of 10 million RMB and specializes in the production of civil explosives [4][5] - The company has a production capacity of 35,000 tons per year for industrial explosives, with sales primarily in Sichuan, Yunnan, and Guizhou provinces [5][6] Financial Metrics - As of April 30, 2025, the total assets of Sichuan Ebian Guochang are reported at 16,122.45 million RMB, with total liabilities of 2,079.55 million RMB, resulting in a net asset value of 14,042.90 million RMB [6][8] - The projected revenue for the first four months of 2025 is 1,379.02 million RMB, with a net profit of 84.81 million RMB [7][8] Strategic Implications - This acquisition is aimed at consolidating resources in the civil explosives sector within the Sichuan region, enhancing market opportunities in Sichuan, Guizhou, and Yunnan [18] - The transaction is expected to improve the company's total assets and net assets, thereby reducing operational risks and enhancing resilience against market fluctuations [18]

◎科技日报记者 何 亮 复兴号列车风驰电掣般穿越秦岭隧道，述说着时代的速度；三峡大坝宛如钢铁巨龙横卧长江，以磅礴之 势截断巫山云雨，拦洪补枯；一座座现代化新城如雨后春笋，拔地而起，勾勒出城市发展的崭新天际 线…… 这些震撼人心的场景背后，离不开那位为祖国"开山辟路"，奉献毕生心血的长者——中国工程院院士、 著名工程爆破专家冯叔瑜。4月14日冯叔瑜在北京逝世，享年101岁。他的去世，是我国爆破学领域的一 大损失。 胸怀大志 赴苏求学 1952年，新中国第一列留苏学生专列从北京发出，走了一个星期才到莫斯科。 在一个简短的欢迎仪式后，冯叔瑜和同学们当天就换乘开往列宁格勒（现为圣彼得堡）的列车，前往苏 联铁道运输工程学院，攻读铁道建筑施工专业。 1954年暑假，冯叔瑜被派到工程一线实践。在一个叫科尔多克的露天煤矿工地，工人师傅带他去现场看 施工爆破。这是冯叔瑜第一次接触爆破作业，他看到现场工人打一排炮眼，然后往炮眼里填入炸药，再 依次点燃导火索，炮眼便依次爆炸，震落一地碎石或煤块。他的第一感觉是：这不简单！ 小时候，冯叔瑜读《三国演义》等古典小说，了解到火药在军事上的应用。可当苏联导师给同学们讲解 爆破理论时，冯叔瑜 ...

经公司董事会审议，2024年度公司利润分配预案为：公司拟向全体股东每股派发现金红利0.10元（含 税）。截至2025年4月27日，公司总股本100,666,667股，以此计算合计拟派发现金红利10,066,666.70元 （含税）。本年度公司现金分红比例为43.94%。以上利润分配预案待提交公司股东大会审议通过后执 行。 第二节 公司基本情况 登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603375 公司简称：盛景微 第一节 重要提示 1、本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到www.sse.com.cn网站仔细阅读年度报告全文。 2、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 3、公司全体董事出席董事会会议。 4、容诚会计师事务所（特殊普通合伙）为本公司出具了标准无保留意见的审计报告。 5、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 1、公司简介 ■ 2、报告期公司主要业务简介 （一）所处的行业情况 公司主 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 经审议，公司董事会定于2025年5月16日召开公司2024年年度股东大会。 具体内容详见公司在《证券时报》《中国证券报》《上海证券报》《证券日报》和巨潮资讯网 （www.cninfo.com.cn）披露的《关于召开2024年年度股东大会的通知》。 三、备查文件 1、公司第三届董事会第十八次会议决议； 2、公司第三届董事会第十九次会议决议。 特此公告。 深圳市金奥博科技股份有限公司 董事会 2025年4月25日 证券代码：002917 证券简称：金奥博 公告编号：2025-031 深圳市金奥博科技股份有限公司 关于召开2024年年度股东大会的 通知 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 深圳市金奥博科技股份有限公司(以下简称"公司")于2025年4月24日召开第三届董事会第十九次会议审 议通过了《关于提请召开2024年年度股东大会的议案》，决定于2025年5月16日召开公司2024年年度股 东大会（以下简称"本次股东大会"）。现将本次股东大会有关事项通知如下： 一、召开会议的基本情况 （2）网络投票时间 ...