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【大宗周刊】 绿色革命下建筑材料产业链的创新之路
Qi Huo Ri Bao· 2025-10-12 00:17
至于河南省绿色建筑材料交易平台,侯智放告诉记者,搭建该交易平台是希望通过市场化手段让上述信 息平台上的数据真正"活"起来,带动产业链协同发展。未来,该交易平台还将与智能仓储和网络货运平 台联通,为企业提供一站式、集约化的供应链综合服务,通过优化资源配置,助力企业降本增效。 2025年3月,河南省住房和城乡建设厅发布了《河南省培育壮大绿色建筑材料产业链2025年重点任务清 单》,其中一项重点任务就是指导省绿色建材、绿色建筑融合发展产业联盟规范化运行,支持成员单位 扩容,加大政策帮扶和行业共建,强化链主企业的示范带动作用,支撑产业链高质量发展。此外,加快 绿色建筑材料产业链信息与交易平台建设也被列为重点任务之一,鼓励各地市联合共建绿色建材交易子 平台,以信息化支撑产业链上下游企业合作和优势互补。 实现"一张动图看全省" "数字化平台正在改写建材、建筑行业的未来。我们的目标是实现'一张动图看全省、一张动图看全 市'。"河南中豫物资贸易有限公司(下称中豫物贸)总经理侯智放说。 近期,中豫物贸发布了河南省绿色建筑材料产业链信息平台,包含建材产品、建材企业、建材园区、建 材创新平台、建材人才、建材交易六大板块。点击"建材 ...
麦加芯彩(603062) - 2025年半年度主要经营数据的公告
2025-08-21 12:01
证券代码:603062 证券简称:麦加芯彩 公告编号:2025-062 注:产量=自产成品量+外采成品量;销量=自产成品销量+外采成品销量 二、主要产品和原材料的价格变动情况 (一)主要产品价格变动情况 单位:元/吨 | 主要产品 | 2025年上半年 | 与2024年上半年均 | 季度均价 | | --- | --- | --- | --- | | | 平均售价 | 价同比变动比率(%) | 环比变动比率(%) | | 海洋装备行业涂料 | 15,851.29 | 4.42 | -4.88 | | 新能源行业涂料 | 29,888.25 | -6.84 | -8.60 | | 基础设施行业涂料 | 19,144.32 | 15.83 | -11.37 | 麦加芯彩新材料科技(上海)股份有限公司 2025 年半年度主要经营数据的公告 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。 麦加芯彩新材料科技(上海)股份有限公司(以下简称"公司"或"本公 司")根据上海证券交易所《上海证券交易所上市公司自律监管指引第3号—— 行业信息披 ...
高盟新材: 关于对外投资设立香港子公司的公告
Zheng Quan Zhi Xing· 2025-06-24 17:48
Group 1 - The company plans to establish a wholly-owned subsidiary in Hong Kong, named Comens International Holding Limited, with an investment of 1.2 million USD to enhance its international business development and market presence [1][2] - The subsidiary will focus on trading polyurethane resins, polyester resins, acrylic resins, adhesives, curing agents, and related consulting and technical services [1][3] - The establishment of the subsidiary aligns with the company's strategic planning and operational needs, aiming to improve competitiveness and expand development space in the international market [2][3] Group 2 - The registered capital for Comens International Holding Limited is set at 500,000 USD, and it will be fully owned by the company [3] - The subsidiary will also include a secondary subsidiary, Hong Kong Comens Trading Limited, which will have the same registered capital and ownership structure [3] - The investment will be funded by the company's own resources and will not significantly impact the company's financial status or operations [2][3]
风电材料|风电行业景气高启,叶片环节增长可期
中信证券研究· 2025-03-05 00:16
Core Viewpoint - The wind power industry is expected to experience a significant upturn due to technological advancements improving economic viability and grid integration advantages, leading to increased investment [1][2][7]. Short-term and Long-term Outlook - In the short term, domestic wind power installation demand is anticipated to accelerate as the "14th Five-Year Plan" concludes, with an expected installation scale of over 115 GW by 2025, representing a year-on-year increase of approximately 30% [2]. - Long-term global demand for offshore wind power is expected to remain strong, with the Global Wind Energy Council (GWEC) projecting a compound annual growth rate (CAGR) of 23% for new installations over the next three years [2]. Blade Industry Insights - Wind turbine blades are critical components for converting wind energy into mechanical energy, accounting for 15%-20% of the total cost of a wind turbine [3]. - The domestic wind power blade market is projected to reach 38 billion yuan by 2025, reflecting a year-on-year growth of 20% and a CAGR of 13.5% from 2025 to 2027 [3]. Segment Analysis - **Molds**: The demand for wind blade molds is expected to reach 1.16 billion yuan by 2025, driven by production consumption and model updates [4][5]. - **Hub Castings**: The global wind turbine hub casting market is projected to reach 42.6 billion yuan by 2025, with a CAGR of 12.1% over the next three years [5]. - **Raw Materials**: Raw materials constitute over 70% of the cost structure of wind blades, with carbon fiber demand expected to reach 48,000 tons by 2025, reflecting a CAGR of 13.4% from 2025 to 2027 [5]. Investment Strategy - The wind power industry is poised for a high growth phase, with blade and related material companies expected to benefit from increased demand and technological advancements, leading to sustained growth in performance [7].