证券日报网讯 12月29日，凯龙股份（002783）在互动平台回答投资者提问时表示，公司在宁夏、新 疆、贵州等西部省份有从事民爆物品生产或爆破服务的子公司开展经营活动，经营情况良好。 ...

格隆汇12月29日丨凯龙股份(002783.SZ)在投资者互动平台表示，公司以民用爆破器材、硝酸铵及复合 肥、纳米碳酸钙及石材产品的生产和销售，并提供爆破服务业务为主，目前没有考虑发展烟花业务。 ...

12月29日，壶化股份涨5.47%，截至发稿，报32.58元/股，成交2.31亿元，换手率3.93%，总市值65.16亿 元。 资料显示，山西壶化集团股份有限公司位于山西省长治市壶关经济开发区化工路1号，成立日期1994年9 月27日，上市日期2020年9月22日，公司主营业务涉及各类民爆物品的研发、生产与销售,并为客户提供 特定的工程爆破解决方案及爆破服务。主营业务收入构成为：工业雷管43.44%，工业炸药29.77%，爆 破服务16.24%，起爆具7.01%，其他2.62%，导爆索类0.93%。 从基金十大重仓股角度 数据显示，万家基金旗下1只基金重仓壶化股份。万家中证2000指数增强A（019920）三季度持有股数 8100股，占基金净值比例为0.44%，位居第九大重仓股。根据测算，今日浮盈赚取约1.37万元。 万家中证2000指数增强A（019920）成立日期2025年1月21日，最新规模1325.58万。成立以来收益 39.6%。 万家中证2000指数增强A（019920）基金经理为乔亮、张永强。 截至发稿，乔亮累计任职时间6年133天，现任基金资产总规模58.86亿元，任职期间最佳基金回报 132 ...

每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 （记者 王晓波） 每经AI快讯，高争民爆（SZ 002827，收盘价：41.68元）12月24日晚间发布公告称，公司第四届第十四 次董事会会议于2025年12月24日在公司三楼会议室以现场方式召开。会议审议了《关于核发2024年度高 管薪酬的议案》等文件。 2025年1至6月份，高争民爆的营业收入构成为：爆破服务占比48.97%，民爆器材占比43.07%，电子延 期模块占比5.89%，运输服务占比1.19%，制氧设备占比0.49%。 截至发稿，高争民爆市值为115亿元。 ...

12月19日，壶化股份涨5.18%，截至发稿，报31.05元/股，成交1.91亿元，换手率3.43%，总市值62.10亿 元。 资料显示，山西壶化集团股份有限公司位于山西省长治市壶关经济开发区化工路1号，成立日期1994年9 月27日，上市日期2020年9月22日，公司主营业务涉及各类民爆物品的研发、生产与销售,并为客户提供 特定的工程爆破解决方案及爆破服务。主营业务收入构成为：工业雷管43.44%，工业炸药29.77%，爆 破服务16.24%，起爆具7.01%，其他2.62%，导爆索类0.93%。 从基金十大重仓股角度 数据显示，万家基金旗下1只基金重仓壶化股份。万家中证2000指数增强A（019920）三季度持有股数 8100股，占基金净值比例为0.44%，位居第九大重仓股。根据测算，今日浮盈赚取约1.24万元。 万家中证2000指数增强A（019920）成立日期2025年1月21日，最新规模1325.58万。成立以来收益 33.52%。 万家中证2000指数增强A（019920）基金经理为乔亮、张永强。 截至发稿，乔亮累计任职时间6年123天，现任基金资产总规模58.86亿元，任职期间最佳基金回报 12 ...

我国推进民爆行业整合重组政策，推动兼并重组和淘汰落后产能，在供给侧严禁新增产能，过去"小散 乱"竞争格局得以改变，行业生产企业数量从2005 年的超过400 家减至2025 年的50 家以内，产业集中度 显著提升，TOP 10 企业生产总值占比由2018 年的41%提升至2024 年的62.47%，参与主体多为央国企且 区域化经营特征明显。民爆行业需求呈现由东部沿海地区向中西部富矿地区转移的特点，多家企业通过 整合并购和产能调配转移方式扩大中西部地区产能布局，中西部地区多个省份产量增速高于行业水平。 智通财经APP获悉，国投证券发布研报称，目前我国民爆行业供给侧优化成效显著，行业集中度明显提 升，且政策严控新增产能，竞争格局优化。需求侧采矿业投资持续增长，基建领域投资稳健，重大项目 积极推进，全国民爆需求维持稳态释放。新疆和西藏等富矿区域矿山开采需求旺盛，叠加重大基建工程 落地开工，有望迎来区域性民爆需求增长。多家民爆龙头企业积极进行行业整合并购，持续扩大规模， 布局海外，打造长期成长，有望充分受益区域性民爆需求的快速释放，进一步提升市场份额和盈利能 力。 国投证券主要观点如下： 行业规模趋于稳健，民爆一体化 ...

Group 1 - The core viewpoint of the news is that Kailong Co., Ltd. has shown a mixed performance in stock price and financial metrics, with a notable increase in net profit despite a slight decline in revenue [1][2] Group 2 - As of November 20, Kailong's stock price increased by 2.03% to 10.05 CNY per share, with a market capitalization of 5.019 billion CNY [1] - The company has experienced a year-to-date stock price increase of 24.84%, but has seen a decline of 1.18% over the last five trading days [1] - Kailong's main business segments include blasting services (28.70%), industrial explosives (20.00%), and mixed fertilizers (16.53%) [2] - For the first nine months of 2025, Kailong reported revenue of 2.569 billion CNY, a slight decrease of 0.03% year-on-year, while net profit attributable to shareholders increased by 20.64% to 135 million CNY [2] - The company has distributed a total of 432 million CNY in dividends since its A-share listing, with 139 million CNY distributed over the past three years [3]

Core Points - The stock price of Yipuli has decreased by 2.06% on November 18, trading at 13.76 CNY per share with a market capitalization of 17.068 billion CNY [1] - Yipuli's main business includes the production, research and development, and sales of civil explosive materials and military products, with a revenue composition of 75.36% from blasting services, 13.53% from industrial explosives, and 4.71% from industrial detonators [1] - For the first nine months of 2025, Yipuli reported a revenue of 7.356 billion CNY, a year-on-year increase of 16.70%, and a net profit attributable to shareholders of 644 million CNY, up 22.91% [2] Financial Performance - Yipuli's stock has increased by 18.11% year-to-date, with a recent decline of 2.62% over the last five trading days [1] - The company has a total of 33,600 shareholders as of September 30, a decrease of 6.71% from the previous period, with an average of 20,870 circulating shares per shareholder, an increase of 7.19% [2] - Since its A-share listing, Yipuli has distributed a total of 891 million CNY in dividends, with 577 million CNY distributed over the last three years [3] Market Activity - The net outflow of main funds was 6.5279 million CNY, with large orders showing a buy of 9.3201 million CNY and a sell of 15.6958 million CNY [1] - Yipuli has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on July 23 [1] Industry Context - Yipuli operates within the basic chemical industry, specifically in the chemical products sector focusing on civil explosive products [1] - The company is associated with several concept sectors, including civil explosives, mid-cap stocks, the Belt and Road Initiative, state-owned enterprise reform, and fire safety concepts [1]

Group 1 - The core viewpoint of the news is that HuHua Co., Ltd. has seen a stock price increase of 5.19%, reaching 28.37 CNY per share, with a total market capitalization of 5.674 billion CNY [1] - HuHua Co., Ltd. specializes in the research, production, and sales of various civil explosive products, providing specific engineering blasting solutions and blasting services [1] - The main revenue composition of HuHua Co., Ltd. includes industrial detonators (43.44%), industrial explosives (29.77%), blasting services (16.24%), detonating devices (7.01%), and others (2.62%) [1] Group 2 - WanJia Fund has one fund heavily invested in HuHua Co., Ltd., specifically the WanJia CSI 2000 Index Enhanced A fund, which holds 8,100 shares, accounting for 0.44% of the fund's net value [2] - The WanJia CSI 2000 Index Enhanced A fund has a total scale of 13.2558 million CNY and has achieved a return of 35.55% since its inception [2] Group 3 - The fund managers of WanJia CSI 2000 Index Enhanced A are Qiao Liang and Zhang Yongqiang, with Qiao Liang having a tenure of 6 years and Zhang Yongqiang having a tenure of nearly 3 years [3] - Qiao Liang's fund has a total asset scale of 5.886 billion CNY, with the best return during his tenure being 125.16% [3] - Zhang Yongqiang's fund has a total asset scale of 1.806 billion CNY, with the best return during his tenure being 42.58% [3]

Group 1 - The company Gaozheng Minbao announced the convening of its 13th board meeting on November 10, 2025, to discuss the cancellation of the supervisory board, changes to registered capital, and amendments to the company’s articles of association [1] - For the first half of 2025, the revenue composition of Gaozheng Minbao was as follows: blasting services accounted for 48.97%, civil explosive materials 43.07%, electronic delay modules 5.89%, transportation services 1.19%, and oxygen production equipment 0.49% [1] - As of the report date, Gaozheng Minbao's market capitalization was 10.5 billion yuan [1]