Core Insights - Haicheng, known as the "World Magnesium Capital," is undergoing a significant industrial transformation towards high-quality development in the magnesium industry, driven by resource integration, capacity upgrades, and full-chain layout strategies [1] Group 1: Smart Regulation - The city has implemented a smart magnesium big data center with a 50 million yuan investment, featuring 20 electronic screens that monitor the mining activities of 23 mines in real-time, transitioning from manual oversight to data-driven management [2] Group 2: Green Transformation - A new production line with a 200 million yuan investment has been launched, achieving a 36% reduction in comprehensive energy consumption and a 40% increase in physical productivity, saving 1,470 tons of standard coal annually, marking a significant green transformation in the industry [3] - Haicheng has eliminated 186 light-burned reflective kilns, reducing capacity by 1.94 million tons, advancing towards intelligent and low-carbon production [3] Group 3: Full-Chain Layout - The first phase of a high-end magnesium building materials project, with an annual production capacity of 90 million square meters, has completed the main construction of three factories and is expected to be fully operational by June [4] - The city has developed a special plan for a green upgrade demonstration zone, focusing on enhancing magnesium refractory materials, expanding magnesium building materials, strengthening magnesium chemicals, and developing magnesium alloys, aiming for high-quality development [4] - Haicheng is transitioning from a resource-consuming economy to a green quality manufacturing model, leveraging its natural resource advantages and digital empowerment to enhance governance efficiency and reshape industrial structure [4]

东和新材(839792)4月29日晚披露2024年年度报告，报告期内，公司实现营业收入6.82亿元，净利润 5211.98万元，扣非净利润4652.62万元，基本每股收益0.31元。 东和新材同步披露2025年第一季度报告显示，公司实现营业收入1.47亿元，净利润1943.61万元，扣非净 利润1922.27万元，基本每股收益0.12元。 东和新材是集菱镁矿浮选、氧化镁冶炼、定形耐火材料、不定形耐火材料制造、钢铁冶炼耐火材料整体 工程承包于一体，以镁质耐火材料生产为主的菱镁资源综合利用新材料高新技术企业。公司主营业务为 镁质耐火材料的研发、生产、销售，主要产品包括电熔镁砂、轻烧氧化镁、高纯镁砂、定形及不定形耐 火制品等。 东和新材2024年度营业收入增长主要因当期耐火原料产品-电熔镁砂销量同期比增长，同时公司租入的 高纯镁砂生产线产品生产、成本控制趋于稳定，当期高纯镁砂销售量同期比亦有所增长，加之耐火制品 国内整体承包市场主要客户结算单价上涨，从而使当期营业收入较上年同期增加。 东和新材认为，随着菱镁行业产品的提档升级、产业链条的完善与延展，未来行业发展必将呈现菱镁矿 资源利用率提升、强化发展循环经济并强化节 ...