责编:徐小雪 电话:(010)67139791 传真:(010)67139791 E-mail:dfxcb@vip.sina.com 从减排"成本项"到增效"竞争力" 蒲城县企业环保绩效升级打开高质量 ◆白冰涛 企业环保绩效升级,是应对 监管的"被动之举",还是迈向高 质量发展的"主动选择"? 常。这些数据可以实时上传到陕 西省和渭南市有关监测平台上。 " 为排气筒 DA001、DA002 安装非甲烷总烃在线监测设备, 是我们实施绩效升级的措施之 一。"远大作物科学(陕西)有限公 司安全环保部负责人卫杰介绍, 2024年9月,公司积极响应地方 政府号召,开展重污染天气绩效 升级(C级升A级)工作,先后投 入 102.35 万元,除加装在线监测 设备外,还在两个原料车间投料 口加装了集气罩和布袋除尘器, 投料期间产生的粉尘浓度大幅降 低。同时,将公司门禁系统升级 为智慧环保门禁系统,在废水处 理站污泥压滤车间安装废气集气 罩及风机,还购置了两台国四排 放标准叉车。2025年7月,公司 通过陕西省生态环境厅绩效 A 级 评定。 "本次绩效升级后,我们公司 颗粒物每年减排350千克,非甲 烷总烃每年减排630千克, ...

入冬以来，山东能源鲁西矿业鲁西煤矿聚焦带式输送机管控、系统优化升级、设备运维保障等关键环 节，通过健全管理制度、优化施工方案、强化隐患排查，全面提升机电运输管理水平，为矿井高质量生 产筑牢坚实根基。 健全制度明标准皮带管控提质效 精细运维查隐患主运系统稳运行 主运皮带作为矿井煤炭运输的核心通道，其运行稳定性直接影响生产效率。该矿聚焦三采区主运皮带机 关键部位，采取"人工+智能"双重检测模式，全面排查安全隐患。"每天检修期间，我们安排专人对主运 皮带接头进行人工检查，重点检测延伸量、查看鼓包和离层情况并详细记录；每周再通过在线检测装置 进行一次全面检测，对比分析检测结果与人工检查数据，实时掌握皮带接头运行状态。"检修班长尹明 府说道。截至目前，三采区主运皮带机皮带接头连续多年运行状况良好，无明显异常变化，有效防范了 皮带断裂等安全风险。 "我们结合采掘带式输送机专项整治成果，制定专项管理办法，进一步明确管理标准和运维要求，让皮 带机管理有章可循、有据可依。"机电管理部负责人姚型波说道。为巩固整治成效、提升皮带机安全管 理水平，该矿出台《鲁西煤矿带式输送机管理办法》，从设备安装、日常运维、隐患排查等方面细化管 控 ...

Core Insights - The mining transportation equipment market is experiencing significant growth, with the market size expected to increase from 172.9 billion yuan in 2020 to 226.3 billion yuan in 2024, representing a growth in market share from 29.49% to 30.72% of the overall mining equipment sector [1][3][4]. Industry Definition and Classification - Mining equipment is specialized machinery used for mineral extraction, processing, and exploration, categorized into excavation equipment and transportation equipment, with the latter being crucial for transporting ore, waste, and personnel within mining sites [2][3]. Current Development Status - The demand for mining transportation equipment is rising due to the need for more efficient and reliable material transfer systems between mines and processing plants, with projections indicating a market size of 241.6 billion yuan by 2025 [3][4]. Industry Chain - The upstream of the mining transportation equipment industry includes raw materials like steel and non-ferrous metals, as well as core components such as hydraulic systems and electrical control systems. The midstream involves manufacturing and integration of transportation equipment, while the downstream applications span coal mining, metal mining, and large-scale construction [5][6]. Competitive Landscape - The global mining transportation equipment market features prominent international manufacturers such as Hitachi Construction Machinery, Komatsu, and Liebherr, while domestic players include SANY Heavy Industry, Shandong Mining Machinery, and XCMG [7][8]. Development Trends - The industry is moving towards automation, electric drive systems, and environmentally friendly solutions, with a focus on sustainable development and reduced environmental impact through the use of green conveyor belts and equipment [10].

Group 1 - The core point of the news is that Yunjigroup's stock price dropped by 5.21% to 29.84 CNY per share, with a total market capitalization of 7.01 billion CNY as of the report date [1] - Yunjigroup, established on September 28, 2003, specializes in the research, design, production, and sales of energy-saving and environmentally friendly conveyor machinery, primarily belt conveyors [1] - The main revenue composition of Yunjigroup includes 76.11% from conveyor equipment, 9.83% from permanent magnet motor drums, 8.51% from technical services and spare parts, and 5.55% from other sources [1] Group 2 - According to data, Bosera Fund's Bosera Convertible Bond Enhanced Bond A (050019) entered the top ten circulating shareholders of Yunjigroup in the third quarter, holding 1.6096 million shares, which is 1.06% of the circulating shares [2] - The estimated floating loss for Bosera Convertible Bond Enhanced Bond A today is approximately 2.6397 million CNY [2] - The fund was established on November 24, 2010, with a current scale of 1.213 billion CNY, and has achieved a year-to-date return of 28.7%, ranking 17th out of 6222 in its category [2]

Core Viewpoint - The company, Sichuan Zigong Transportation Machinery Group Co., Ltd., is benefiting from the Belt and Road Initiative and the depreciation of the Renminbi, leading to increased international recognition and sales growth in various regions [2][3]. Group 1: Company Performance - On November 17, the company's stock rose by 4.93%, with a trading volume of 182 million yuan and a market capitalization of 7.395 billion yuan [1]. - For the period from January to September 2025, the company achieved a revenue of 1.232 billion yuan, representing a year-on-year growth of 41.99%, and a net profit attributable to shareholders of 107 million yuan, up by 27.35% [9][10]. Group 2: International Operations - The company's overseas revenue accounted for 67.58% of total revenue, benefiting from the depreciation of the Renminbi [3]. - The company has established a presence in various international markets, including Southeast Asia, Africa, and Europe, with products recognized in countries such as Indonesia, Malaysia, Vietnam, Ethiopia, and Turkey [3]. Group 3: Strategic Partnerships - The company signed a comprehensive cooperation agreement with Huawei on July 17, 2024, focusing on intelligent production, digital solutions, and talent training [4]. - The partnership aims to leverage the company's strengths in mining and bulk material handling with Huawei's expertise in cloud computing and artificial intelligence [4]. Group 4: Product Offerings - The company specializes in energy-efficient conveyor machinery, with its main business revenue derived from conveyor equipment at 76.11%, followed by permanent magnet motor drums at 9.83%, and technical services at 8.51% [8].

Group 1 - The core point of the news is that Yunjigroup's stock price increased by 5.38% to 30.18 CNY per share, with a trading volume of 176 million CNY and a turnover rate of 3.97%, resulting in a total market capitalization of 7.09 billion CNY [1] - Yunjigroup, established on September 28, 2003, and listed on November 1, 2021, specializes in the research, design, production, and sales of energy-saving and environmentally friendly conveyor machinery, primarily belt conveyors [1] - The main revenue composition of Yunjigroup includes 76.11% from complete conveyor equipment, 9.83% from permanent magnet motor rollers, 8.51% from technical services and spare parts, and 5.55% from other sources [1] Group 2 - According to data from the top ten holdings of funds, one fund under Jinying Fund holds a significant position in Yunjigroup, specifically the Jinying Minfu Income Mixed A (004657), which held 100,000 shares, accounting for 2.16% of the fund's net value, ranking as the fifth-largest holding [2] - The Jinying Minfu Income Mixed A fund was established on April 13, 2021, with a latest scale of 87.24 million CNY, and has achieved a return of 6.42% this year, ranking 6551 out of 8147 in its category [2] - The fund's performance over the past year shows a return of 5.06%, ranking 6455 out of 8056, while it has experienced a cumulative loss of 1.05% since its inception [2]

Core Viewpoint - The company, Sichuan Zigong Transportation Machinery Group Co., Ltd., is benefiting from the Belt and Road Initiative and the depreciation of the RMB, with significant international sales and partnerships, particularly with Huawei [2][3][4]. Group 1: Company Performance - The company reported a revenue of 1.232 billion yuan for the period from January to September 2025, representing a year-on-year growth of 41.99% [9]. - The net profit attributable to the parent company for the same period was 107 million yuan, showing a year-on-year increase of 27.35% [9]. - As of September 30, 2025, the company's overseas revenue accounted for 67.58% of total revenue, benefiting from the depreciation of the RMB [3]. Group 2: Market Position and Products - The company specializes in energy-efficient conveyor machinery, with its main business revenue composition being 76.11% from conveyor equipment, 9.83% from permanent magnet motor drums, and 8.51% from technical services and spare parts [8]. - The company has established a strong international presence, with products deployed in various countries, including Indonesia, Malaysia, Vietnam, Ethiopia, and Turkey, enhancing its global reputation [2][4]. Group 3: Strategic Partnerships - A comprehensive cooperation agreement was signed with Huawei, focusing on intelligent production, digital solutions, and talent training, leveraging both companies' strengths [4].

Core Viewpoint - Yunjigroup is a leading enterprise in China's bulk material conveying machinery industry, focusing on the research, design, production, and sales of energy-saving and environmentally friendly conveying equipment, primarily belt conveyors [1] Group 1: Business Performance - In Q3 2025, Yunjigroup reported revenue of 1.232 billion yuan, ranking 23rd among 58 companies in the industry, with the industry leader Zhongchuangzhiling achieving revenue of 30.745 billion yuan [2] - The company's net profit for the same period was 111 million yuan, placing it 19th in the industry, while the top performer, Zhongchuangzhiling, reported a net profit of 3.705 billion yuan [2] - Yunjigroup's revenue grew by 41.99% year-on-year, and net profit increased by 27.35% in the first three quarters of 2025 [5] Group 2: Financial Ratios - As of Q3 2025, Yunjigroup's debt-to-asset ratio was 53.92%, higher than the previous year's 46.73% and above the industry average of 46.18% [3] - The company's gross profit margin was 30.74%, slightly down from 30.93% year-on-year but still above the industry average of 26.77% [3] Group 3: Executive Compensation - Chairman Wu Youhua's salary for 2024 was 872,900 yuan, an increase of 79,700 yuan from 2023 [4] - General Manager Wu Zhenghua's salary for 2024 was 898,300 yuan, up by 105,100 yuan from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 2.86% to 9,533, while the average number of circulating A-shares held per shareholder increased by 2.95% to 15,900 [5] - New significant shareholders include Hong Kong Central Clearing Limited and Boshi Convertible Bond Enhanced Bond A [5] Group 5: Market Outlook - Yunjigroup is positioned to benefit from multiple factors driving its machinery business, including rising capital expenditures in the global mining industry and product replacement effects [6] - The company is expected to achieve net profits of 236 million, 377 million, and 585 million yuan for the years 2025, 2026, and 2027, respectively, with a projected PE ratio of 27, 17, and 11 times [5][6]

Group 1 - The core viewpoint of the news is that Yunjigroup has seen a stock price increase of 5.12%, reaching 26.68 CNY per share, with a total market capitalization of 6.268 billion CNY [1] - Yunjigroup, established on September 28, 2003, specializes in the research, design, production, and sales of energy-saving and environmentally friendly conveyor machinery, primarily belt conveyors [1] - The main revenue composition of Yunjigroup includes 76.11% from conveyor equipment, 9.83% from permanent magnet motor drums, 8.51% from technical services and spare parts, and 5.55% from other sources [1] Group 2 - From the perspective of major fund holdings, one fund under Agricultural Bank of China holds Yunjigroup as its ninth largest position, with 7,080 shares unchanged from the previous period, representing 0.32% of the fund's net value [2] - The fund, named Agricultural Bank of China Ruiyun Gain 6-Month Holding Mixed A, has a total scale of 23.1553 million CNY and has achieved a year-to-date return of 4.73% [2] - The fund's performance rankings are 6,875 out of 8,226 for year-to-date returns and 6,421 out of 8,099 for one-year returns [2]

Group 1 - The core viewpoint of the news is that Yunjigroup has seen a significant increase in its stock price, rising by 5.04% to reach 26.07 CNY per share, with a total market capitalization of 6.124 billion CNY [1] - Yunjigroup, established on September 28, 2003, specializes in the research, design, production, and sales of energy-saving and environmentally friendly conveyor machinery, primarily belt conveyors [1] - The company's main business revenue composition includes 76.11% from conveyor equipment, 9.83% from permanent magnet motor drums, 8.51% from technical services and spare parts, and 5.55% from other sources [1] Group 2 - From the perspective of fund holdings, Yunjigroup is a significant investment for the Agricultural Bank of China Fund, with the fund holding 7,080 shares, representing 0.32% of the fund's net value, ranking as the ninth largest holding [2] - The fund, named Agricultural Bank of China Ruiyun Gain 6-Month Holding Mixed A, was established on March 21, 2023, and has a current scale of 27.553 million CNY, with a year-to-date return of 4.36% [2] - The fund's performance over the past year shows a return of 8.35%, ranking 7,065 out of 7,996 in its category, and since its inception, it has achieved a return of 9.35% [2] Group 3 - The fund managers of Agricultural Bank of China Ruiyun Gain 6-Month Holding Mixed A are Liu Shasha and Qian Daqian, with Liu having a tenure of 11 years and 26 days, and Qian having a tenure of 2 years and 278 days [3] - Liu's fund has a total asset scale of 1.07 billion CNY, with the best return during her tenure being 31.67% and the worst being -1.7% [3] - Qian's fund also has a total asset scale of 1.067 billion CNY, with the best return during his tenure being 40.09% and the worst being -1.41% [3]