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【回眸“十四五”】制造强国:从规模领先到实力领跑
中汽协会数据· 2025-10-09 07:04
特别报道 2025年10月9日 星期四 · 强国建设筑牢现代化根基 制造强国 : 从规模领先到实力领跑 业和高技术制造业 18.7%,占规上工业比重分 ┣妈,通过全力实】 解 重点产业链目主可控水平稳 研究院院长赵刚分析 业体系注 通过扎实推进 制造工程,我国建成 470 合/ 力 绿色转型更普及 绿色船舶等绿色产品也得到大 键起更紧密的产 理需求对接和产 院从不见力况 实數融合更深入 本州非各产业,总理云洲热维存 血炸来ENS (IF k加速应用排厂 "密场上跑起来"向"家庭里用 业数字化转 国培育具有 一定影响力的工业互联网平 40家,重占坚合流接设备超过1亿台(查),脸 发展的安伟国参描画 2024年,我国废贫 面料利用可本分 本到世界前) ル传热画品開 影的同时,也为全球绿色转型作出 赵刚表示,"十四五"期间,我国制造业 展底负更足 做强龙头做全链条做优生态 制造业增加值占全球比重已接近30%,总体规模连续15年保持全球第一;制造业门类体 系完整优势更加明显,在全世界504种主要工业产品中,我国大多数产品产量位居世界第 制造业是国家经济命脉所系,是立国之本、强国之基。2020年至2024年,我国全部工 ...
建材行业策略周报:建材稳增长方案发布,继续看好水泥-20250929
CAITONG SECURITIES· 2025-09-29 06:37
Core Viewpoints - The report maintains a positive outlook on the building materials sector, particularly cement, following the release of the "Building Materials Industry Stabilization Growth Work Plan (2025-2026)" by the Ministry of Industry and Information Technology and other departments [4][6]. Summary by Sections Recent Market Performance - The building materials sector has shown a decline of 11% over the past 12 months, while the Shanghai Composite Index has decreased by 5% [2]. Policy and Industry Outlook - The stabilization plan aims to enhance profitability and innovation in the building materials industry, with a target for green building materials revenue to exceed 300 billion by 2026 [6]. - Key measures include restricting supply by prohibiting new cement clinker and flat glass production capacity, promoting the unification of actual and registered production capacities, and fostering green building materials through various initiatives [6]. Supply and Demand Dynamics - The report notes that while there is a temporary pressure on real estate and infrastructure demand, recent policies have led to a gradual improvement in supply-demand dynamics, with expectations for a slow price recovery in the cement market [6]. - Cement production increased by 1.7% month-on-month in August, supported by significant government bond issuances and major project launches, which may lead to a turning point in infrastructure work in Q4 [6]. Investment Recommendations - The cement sector is recommended for investment due to its high dividend yield and the anticipated recovery in demand and prices. The report suggests focusing on companies like Conch Cement and Huaxin Cement, while also considering companies in the photovoltaic supply chain such as Qibin Group [6]. - The consumer building materials sector is expected to stabilize, with companies like Sankeshu, Rabbit Baby, Dongfang Yuhong, and Keshun Co. being highlighted for potential growth [6].
行业周报:建材行业稳增长方案出台,积极布局建材机会-20250928
KAIYUAN SECURITIES· 2025-09-28 12:51
Investment Rating - The investment rating for the building materials industry is "Positive" (maintained) [1] Core Viewpoints - The Ministry of Industry and Information Technology and five other departments have jointly issued the "Building Materials Industry Steady Growth Work Plan (2025-2026)", which aims to stabilize growth and promote transformation. Key goals include achieving over 300 billion yuan in revenue from green building materials by 2026 and establishing "zero external electricity, zero carbon emissions" demonstration factories [3][4] - The report recommends several companies in the consumer building materials sector, including Sankeshu (channel penetration and retail expansion), Dongfang Yuhong (waterproof leader with optimized operational structure), Weixing New Materials (high-quality operations with a high retail business ratio), and Jianlang Hardware. Beneficiary stocks include Beixin Building Materials (gypsum board leader with diversified expansion into coatings and waterproof sectors) [3][4] - The cement sector is expected to benefit from the "Energy Saving and Carbon Reduction Special Action Plan" issued by the National Development and Reform Commission, which aims to control cement clinker capacity at around 1.8 billion tons by the end of 2025 [3][4] Summary by Sections Market Overview - The building materials index fell by 2.11% in the week from September 22 to September 26, 2025, underperforming the CSI 300 index by 3.18 percentage points. Over the past three months, the CSI 300 index rose by 13.80%, while the building materials index increased by 10.96%, underperforming by 2.84 percentage points [4][11] - The average PE ratio for the building materials sector is 28.92 times, ranking it 15th from the bottom among all A-share industries, while the PB ratio is 1.32 times, ranking it 8th from the bottom [17][21] Cement Sector - As of September 26, 2025, the average price of P.O42.5 bulk cement nationwide was 287.55 yuan/ton, an increase of 3.06% month-on-month. The clinker inventory ratio reached 70.17%, up by 5.06 percentage points [22][23] - Regional price trends show increases in various areas, with the highest increase in the southwest region at 7.67% [22][23] Glass Sector - The spot price of float glass as of September 26, 2025, was 1283.80 yuan/ton, up by 6.19% from the previous period. The inventory of float glass decreased by 2.60%, with a total of 53.29 million weight boxes [73][75] - The price of photovoltaic glass remained stable at 125.00 yuan/weight box [77] Fiberglass Sector - The market price for non-alkali 2400tex direct yarn ranges from 3400 to 4000 yuan/ton, with variations depending on the region and specific product type [6][4] Consumer Building Materials - As of September 26, 2025, the price of crude oil was 72.09 USD/barrel, showing a week-on-week increase of 7.76%. The price of asphalt remained stable at 4570 yuan/ton [6][4]
倪江波:“双碳”背景下应加快推动农村建筑节能减排工作
Zhong Guo Xin Wen Wang· 2025-09-26 11:29
建筑领域是能源消耗与碳排放的主要领域之一。根据中国建筑节能协会最新发布的《中国城乡建设领域 碳排放研究报告(2024年版)》2022年,建筑运行的能耗为11.9亿吨标准煤,占全国能源消费总量的 22%,而其碳排放为23.1亿吨CO₂,占全国能源相关碳排放总量的21.7%。其中,农村居住建筑的能耗和 碳排放占比为21%。造成这个占比的原因有很多,例如,围护结构热工性能差、用能系统效率低、可再 生能源利用率不足等问题。因此农村居住建筑节能潜力巨大。 倪江波:"双碳"背景下应加快推动农村建筑节能减排工作 农村建筑如何节能降碳,又面临哪些挑战?对中国建筑整体的节能减排,甚至对中国整体的能源转型有 何重要意义?未来又该如何发展?围绕上述问题,中国新闻网采访了中国建筑节能协会会长倪江波。他 指出,建筑节能降碳是实现"双碳"目标的重要举措,在快速推进城镇节能建筑建设的同时,不断推动农 村建筑的节能减排工作也是重中之重。 中国建筑节能协会会长倪江波(受访者供图) 专访实录摘要如下: 倪江波: 推动建筑领域节能降碳是实现中国碳达峰碳中和目标的重要举措,而推动超低能耗、近零能耗建筑发展 又是其中的一项重要任务。 根据《近零能耗建 ...
恒信证券|马可波罗披露招股书拟于近期在深市发行新股并上市
Sou Hu Cai Jing· 2025-09-25 11:22
Key Points - Marco Polo has filed a prospectus to issue new shares and list on the Shenzhen Stock Exchange, attracting significant market attention as a well-known building materials company [1][10] - The new share issuance is seen as an important financing channel and a strategic development milestone for the company [1] Group 1: Key Information from the Prospectus - Marco Polo plans to raise funds primarily for capacity expansion, product structure optimization, and working capital supplementation [3] - The exact scale of the issuance has not been finalized, but it is expected to be a highlight in the Shenzhen market if successfully executed [4] Group 2: Industry Background - The building materials industry is closely linked to macroeconomic conditions and the real estate market, exhibiting significant cyclicality [5] - Recent strict regulations in the domestic real estate market have slowed industry growth, posing challenges for traditional building materials companies [5] - However, new market opportunities are emerging, and Marco Polo could leverage capital market resources for transformation and upgrade, potentially gaining a competitive edge [5] Group 3: Use of Raised Funds and Strategic Direction - The funds raised will focus on several key areas, indicating a shift from traditional building materials to a "green + intelligent + branding" approach [6] - Specific initiatives include expanding production capacity with smart production lines, increasing R&D in green building materials, optimizing channel layouts, and enhancing liquidity for daily operations [8] Group 4: Impact on Market and Investors - The listing will provide Marco Polo with a broader financing platform, helping to lower capital costs and optimize capital structure while enhancing brand credibility [8] - If successful in the capital market, Marco Polo could set a precedent for the domestic building materials industry, potentially increasing industry concentration [8] - Investors are particularly focused on the sustainability of the company's profit model, industry cyclicality risks, and the reasonableness of new share pricing [8] Group 5: Future Outlook - Marco Polo has a strong foundation in the tile and building materials sector, and if it can capitalize on the listing opportunity for product innovation and channel upgrades, its growth potential remains promising [9] - Accelerating efforts in green building materials, smart manufacturing, and international market expansion could further enhance market share and profitability [9]
六部门推动建材业稳增长严格水泥产能调控
Zheng Quan Ri Bao· 2025-09-25 04:34
9月24日,工业和信息化部会同自然资源部、生态环境部、住房城乡建设部、水利部、农业农村部等六 部门发布《建材行业稳增长工作方案(2025—2026年)》(以下简称《方案》)。 《方案》提出,注重供需两端协同发力,以严禁新增产能和开展风险预警控总量,以传统建筑材料升级 和先进无机非金属材料发展优供给,以数字化、绿色化改造促转型,以挖掘传统消费潜力和培育新兴应 用扩需求,加快培育新质生产力,进一步提高产业链韧性和安全水平,实现质的有效提升和量的合理增 长。 强化行业管理 此次最受市场关注的是控产能相关工作。《方案》提出,强化行业管理,促进优胜劣汰。 严格水泥玻璃产能调控。严禁新增水泥熟料、平板玻璃产能,新建改建项目须制定产能置换方案。上述 表述也被放在了相关工作举措的首位。 原标题:六部门推动建材行业稳增长 严格水泥玻璃产能调控 中泰证券研究所政策团队首席分析师杨畅对《证券日报》记者表示,从近期的数据看,全国水泥价格指 数整体处于2019年以来的低位,考虑到国家统计局公布的房地产开发投资和基础设施建设投资,均呈现 降速运行,导致水泥与玻璃的需求端整体偏弱运行,在此背景下,《方案》从供给端入手,通过控制新 增供给的 ...
六部门推动建材行业稳增长 严格水泥玻璃产能调控
Xin Lang Cai Jing· 2025-09-24 22:20
国金证券分析师曾在研报中表示,国内水泥熟料产能超产比例在14%以上,且水泥企业开关窑成本低, 自然出清速度较慢,如果行业完成实际产能与备案产能的统一,供给端将迎来实质性减量。相对短期错 峰,落后无效产能的有序退出更加关键。 9月24日,工业和信息化部会同自然资源部、生态环境部、住房城乡建设部、水利部、农业农村部等六 部门发布《建材行业稳增长工作方案(2025—2026年)》(以下简称《方案》)。 《方案》提出,注重供需两端协同发力,以严禁新增产能和开展风险预警控总量,以传统建筑材料升级 和先进无机非金属材料发展优供给,以数字化、绿色化改造促转型,以挖掘传统消费潜力和培育新兴应 用扩需求,加快培育新质生产力,进一步提高产业链韧性和安全水平,实现质的有效提升和量的合理增 长。 强化行业管理 此次最受市场关注的是控产能相关工作。《方案》提出,强化行业管理,促进优胜劣汰。 严格水泥玻璃产能调控。严禁新增水泥熟料、平板玻璃产能,新建改建项目须制定产能置换方案。上述 表述也被放在了相关工作举措的首位。 中泰证券研究所政策团队首席分析师杨畅对《证券日报》记者表示,从近期的数据看,全国水泥价格指 数整体处于2019年以来的低 ...
六部门印发建材行业稳增长工作方案 2026年力争绿色建材营业收入超3000亿元
搭建多部门协同治理框架 业内人士认为,这次建材稳增长方案的出台,意味着行业政策正式告别单一产能调控模式,迈向以新质 生产力为核心的现代产业体系构建新阶段。方案搭建起多部门协同治理框架,通过打通产能调控、资源 管理、环保约束与终端市场需求的壁垒,系统性地破解长期制约行业发展的供需失衡难题。此外,方案 鼓励我国建材企业将优势产能、绿色低碳技术及标准走出去,依托相关领域先发优势,参与并引领全球 建材产业变革,为行业在结构转型中重塑价值链、培育新质生产力注入持久动力。 工业和信息化部9月24日消息,工业和信息化部、自然资源部、生态环境部等六部门日前联合印发《建 材行业稳增长工作方案(2025-2026年)》,其中提出2026年,力争绿色建材营业收入超过3000亿元。 严禁新增水泥熟料平板玻璃产能 方案部署了五方面工作举措。一是强化行业管理。严禁新增水泥熟料、平板玻璃产能,新建改建项目须 制定产能置换方案,促进实际产能与备案产能统一,加快光伏压延玻璃产能风险预警由项目管理向规划 引导转变。制修订水泥、平板玻璃等规范条件,推进规范企业分级分类管理。 二是加强产业科技创新。壮大先进无机非金属材料产业,加快先进陶瓷、超硬材料 ...
六部门印发建材行业稳增长工作方案
Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued a "Work Plan for Stable Growth in the Building Materials Industry (2025-2026)", aiming for green building materials revenue to exceed 300 billion yuan by 2026 [1][2]. Group 1: Policy Measures - The plan prohibits the addition of new cement clinker and flat glass production capacity, requiring new and renovated projects to develop capacity replacement plans [1]. - It emphasizes strengthening industry management and promoting the unification of actual and registered production capacities [1]. - The plan includes enhancing technological innovation in the industry, focusing on advanced inorganic non-metallic materials and fostering unique resource industries [1][2]. Group 2: Investment and Demand Expansion - The initiative aims to expand effective investment by accelerating digital and green transformations, and developing key industry standards [1][2]. - It promotes the demand for green building materials through government procurement policies and rural outreach activities [2]. - The plan encourages the establishment of cooperation mechanisms between upstream and downstream enterprises in the inorganic non-metallic materials sector [2]. Group 3: Collaborative Governance and Market Integration - The plan establishes a multi-departmental collaborative governance framework to address supply-demand imbalances in the industry [2]. - It aims to guide resource allocation away from traditional homogeneous competition towards green building materials and advanced non-metallic materials [2][3]. - The initiative seeks to activate domestic demand through measures like rural outreach and alignment with quality housing construction [2]. Group 4: Implementation and Support - Local governments are required to tailor the plan to their specific circumstances, ensuring stable growth in the building materials sector [3]. - Key enterprises are encouraged to take a leading role in the supply chain and promote collaborative development across industries [3]. - The plan outlines the use of existing and new policies to support equipment upgrades and technological innovations in the industry [3].
六部门联合印发建材行业稳增长方案 盈利有效提升 加快行业数字化绿色化改造
◎记者 李雁争 近日,工业和信息化部会同自然资源部、生态环境部、住房城乡建设部、水利部、农业农村部等五部门 联合印发《建材行业稳增长工作方案(2025—2026年)》(简称《工作方案》),旨在推动建材行业平 稳运行与结构优化升级,加快行业高质量发展步伐。 作为国民经济的重要基础产业与工业经济稳增长的关键力量,建材行业当前正面临市场需求不足、结构 性矛盾突出的挑战,稳增长任务艰巨,而《工作方案》的出台为行业发展明确了方向和路径。 《工作方案》设定了清晰的阶段性目标,即2025年至2026年建材行业将恢复向好,盈利水平有效提升, 产业科技创新能力不断增强,绿色建材、先进无机非金属材料产业规模持续增长,其中,2026年绿色建 材营业收入超过3000亿元,绿色低碳和数字化发展水平明显提高。 为达成上述目标,《工作方案》首先从强化行业管理入手,严禁新增水泥熟料、平板玻璃产能,新建改 建项目须制定产能置换方案,促进水泥实际产能与备案产能统一,加快光伏压延玻璃产能风险预警由项 目管理向规划引导转变;制修订水泥、平板玻璃等规范条件,推进规范企业分级分类管理。 在产业科技创新层面,《工作方案》聚焦提升供给能力,提出要壮大先进无 ...