从业务类别看，截至2025年6月30日止六个月，该集团营业收入的增长主要因为建筑材料业务的营业收 入增长。其中，建筑材料业务的营业收入约为5.39亿元，占营业收入的96.8%，其较2024年同期增加约 59.0%。此等增长主要是因为建筑材料中预拌混凝土的销售量由2024年上半年的107.9万立方米增加至 2025年上半年的206.7万立方米，同比增长91.6%，导致预拌混凝土销售收入增长61.4%。 云南建投混凝土(01847)公布2025年中期业绩，营业收入约5.57亿元，同比增长57.2%;归属于母公司所有 者的净亏损约1780万元，同比收窄30.2%;基本每股亏损0.04元。 ...

智通财经APP讯，云南建投混凝土(01847)公布2025年中期业绩，营业收入约5.57亿元，同比增长57.2%; 归属于母公司所有者的净亏损约1780万元，同比收窄30.2%;基本每股亏损0.04元。 从业务类别看，截至2025年6月30日止六个月，该集团营业收入的增长主要因为建筑材料业务的营业收 入增长。其中，建筑材料业务的营业收入约为5.39亿元，占营业收入的96.8% ，其较2024年同期增加约 59.0%。此等增长主要是因为建筑材料中预拌混凝土的销售量由2024年上半年的107.9万立方米增加至 2025年上半年的206.7 万立方米，同比增长91.6% ，导致预拌混凝土销售收入增长61.4%。 ...

截至2025年8月25日收盘，西部建设股价报7.30元，较前一交易日上涨1.39%。当日成交量为59.85万 手，成交金额达4.33亿元。 资金流向数据显示，8月25日主力资金净流入1433.83万元，近五个交易日累计净流入3528.17万元。 风险提示：股市有风险，投资需谨慎。 西部建设属于水泥建材行业，公司主要从事预拌混凝土及相关产品的研发、生产和销售。公司业务覆盖 全国多个省市，在新疆地区具有重要市场地位。 8月25日晚间，西部建设发布公告称，公司及其子公司未发生逾期担保、涉及诉讼的担保及因担保被判 决败诉而应承担损失的情况。 ...

四方新材股价报14.30元，较前一交易日下跌0.01元，跌幅0.07%。盘中最高触及14.42元，最低下探 14.14元，成交金额0.65亿元。 四方新材主营业务为预拌混凝土、干混砂浆等建材产品的研发、生产和销售。公司产品主要应用于基础 设施建设、房地产开发等领域。 公司公告显示，已于8月22日将此前用于临时补充流动资金的2亿元闲置募集资金全额归还至募集资金专 用账户。该笔资金原计划使用期限不超过12个月。 数据显示，8月22日四方新材主力资金净流出381.91万元，近五日主力资金累计净流出1746.42万元。 风险提示：股市有风险，投资需谨慎。 ...

Core Viewpoint - The article discusses the rise of Turkey as a new "infrastructure powerhouse" competing with China in the global construction market, highlighting Turkey's unique economic model and the role of government in driving infrastructure development [4][5]. Group 1: Turkey's Infrastructure Era - Turkey's infrastructure capabilities have surged, closely linked to the real estate sector becoming a pillar of its economy [6][7]. - Urbanization in Turkey accelerated from 48.1% in 1983 to 65.95% in 2002, leading to a significant number of substandard housing and informal settlements [8][9]. - By the early 21st century, approximately 10 million illegal buildings existed, accounting for 62% of total housing, with around 20 million people living in slums [8][10]. Group 2: Economic Dependency on Infrastructure - Post-2008 financial crisis, Turkey's reliance on infrastructure became institutionalized, shifting from an export-driven economy to one focused on domestic demand through construction [15][19]. - The construction sector became a key driver of economic growth, with GDP growth averaging 4.9% from 2002 to 2014, while the construction industry grew at 6.5% [13][14]. - The construction industry’s share of total employment rose from 5.6% in 2005 to 7.4% in 2014, reflecting its importance in job creation [13][14]. Group 3: Government and Infrastructure - The Turkish government has significantly expanded the powers of the Ministry of Urbanization, facilitating large-scale construction projects through legislative support [22][23]. - The area of building permits issued increased from 36 million square meters in 2002 to 219 million square meters in 2014, a growth of over 500% [23]. - The Housing Development Administration of Turkey (TOKİ) has played a crucial role in providing social housing, constructing over 1.4 million units from 2003 to 2023 [24]. Group 4: Infrastructure as National Capability - The Erdogan government has transformed infrastructure capabilities into national strength, enabling wealth redistribution and creating a new middle class from rural migrants [26][30]. - The close ties between major construction firms and the government have led to allegations of favoritism and corruption, with five major companies being particularly influential [30][31]. - As domestic real estate markets saturate, Turkish construction firms are increasingly looking to expand internationally, raising questions about their competitive positioning against Chinese firms [31].

Financial Data and Key Metrics Changes - Adjusted EBITDA improved by 9% year-over-year to $660 million despite lower aggregate shipments [8][14] - Adjusted EBITDA margin expanded by 260 basis points, and cash gross profit per ton increased by 13% [7][19] - Year-to-date cash gross profit per ton reached $11.25, over 50% higher than three years ago [19] Business Line Data and Key Metrics Changes - Aggregate shipments were impacted by an estimated 2 to 3 million tons due to extreme weather conditions [9][22] - Freight-adjusted average selling prices improved by 5%, with mix-adjusted prices up by 8% [10][19] - Residential construction activity remains weak, accounting for about 20% of shipments, but multifamily starts are showing signs of improvement [11][12] Market Data and Key Metrics Changes - Public infrastructure contract awards in Vulcan markets increased by over 20% year-over-year [13][37] - Data center activity is a bright spot, with discussions on projects totaling over $35 billion [13][72] - Private non-residential construction is beginning to recover, with positive trends in data centers and warehouses [12][56] Company Strategy and Development Direction - The company is focused on a two-pronged growth strategy: improving organic profitability and adding strategic assets [8][19] - Continued investment in maintenance and growth capital expenditures is expected to reach approximately $700 million for the full year [18][45] - The company aims to deliver between $2.35 billion and $2.55 billion of adjusted EBITDA for the year [18][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the second half of the year due to improving weather conditions and strong backlogs [24][72] - The company is optimistic about the recovery in private non-residential demand and the acceleration of public infrastructure spending [12][37] - Management noted that the underlying demand is improving, which supports the reaffirmation of full-year guidance [24][14] Other Important Information - Free cash flow on a trailing twelve-month basis surpassed $1 billion, enabling disciplined capital allocation [15][109] - The company reclassified $550 million of commercial paper borrowings from long-term to short-term debt [16][17] - The company is actively discussing potential M&A opportunities to enhance growth [110][111] Q&A Session Summary Question: What gives confidence in reaffirming EBITDA guidance despite a tough first half? - Management highlighted strong pricing and unit margins despite volume declines, indicating quality earnings [22][23] Question: Are project timelines stretching or improving? - Management noted that project timelines are improving, with increased bookings and backlogs across all end markets except single-family housing [30][31] Question: How is the infrastructure spending trend? - Management confirmed that infrastructure spending is strong, with significant increases in contract awards and bookings [36][37] Question: What is the outlook for capital expenditures? - Management expects full-year capital expenditures to be around $700 million, lower than the initial guidance due to weather impacts [45][18] Question: How will pricing be affected in 2026? - Management anticipates strong visibility in highway work and potential pricing growth, especially if private demand improves [106][107] Question: What is the expected free cash flow baseline moving forward? - Management indicated that the new baseline for free cash flow is around $1 billion, which may influence capital allocation strategies [109][110]

南都讯记者黎秀敏近日，惠阳区住房和城乡建设局发布通报，对惠州市嘉骏预拌混凝土有限公司在供应 某私人住宅项目混凝土过程中存在的严重违规行为进行了曝光。 通报显示，嘉骏预拌混凝土有限公司在供应某私人住宅项目四层柱、五层梁板混凝土时，存在多项违规 操作。其中包括违规使用再生骨料，且未建立使用台账，违反了《预拌混凝土质量管理标准》中关于原 材料可追溯性的规定。此外，该批次预拌混凝土中还被发现混合了木屑、砖渣等杂物，严重违反了《建 设工程质量管理条例》中禁止使用不合格建筑材料的规定。同时，公司未能提供再生骨料进场验收记 录、使用台账及质量检测报告，违反了《房屋建筑和市政基础设施工程质量检测技术管理规范》的相关 条款。 为防止类似问题再次发生，惠阳区住建局还提出了一系列行业防范措施。要求各企业建立原材料分级审 核机制，严格把控原材料准入关，特别是规范再生骨料的使用，并留存完整质量证明文件。同时，强化 生产过程监控，增设杂质筛查工序，配置专职质检员监督关键生产环节，完善原材料追溯体系，确保来 源、检测数据和使用去向全程可追溯。此外，严禁使用不合规的再生骨料，禁止将其用于结构混凝土关 键部位，除非设计文件明确允许。 惠阳区住 ...

据年报披露，截至报告期末，西部建设具备预拌混凝土设计产能11939万立方米，稳居中国预拌混凝土 行业第二位，为全国规模最大的专业预拌混凝土上市公司之一。报告期内，公司在建新增预拌混凝土产 能投资项目5个，预计投产后将新增产能470万立方米。基于其主要产品预拌混凝土无法库存的产品特 性，公司采用"以销定产""即产即销"的产销模式，在全国开展混凝土销售业务，报告期公司预拌混凝土 产品生产量及销售量为5884.81万立方米，同比增长0.62%。 除此之外，2024年上半年，由西部建设基于超高性能混凝土（UHPC）作为漂浮平台核心材料的全球单 体容量最大漂浮式风电平台"OceanX明阳天成号"在广州亮相启航。该项目充分展现了西部建设在建筑 材料领域雄厚的科技创新实力与成果转化能力，标志着超韧牌超高性能混凝土（UHPC）在工程运用方 面突破新领域、迈上新台阶。 展望未来，公司将继续加大国家重大战略区域开拓布局力度，快速形成产出贡献，提高市占率和市场首 位度，实现"规模""效益"双提升。在推进外加剂业务和砂石骨料业务的同时，持续培育产业互联网业 务，迭代升级混凝土产业链"砼联网"平台，并积极深入开发公司基础较好的国别市场 ...

以下文章来源于e公司 ，作者证券时报 聂英好 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价 的主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 过去一周（3月17日—3月21日），机构调研热情不减，截至3月21日收盘，共有137家上市公司披露机构调研纪要，塔牌集团、盛美上海两家公 司接受超百家机构调研。 从赚钱效应来看，上周机构调研个股跌多涨少，仅有超三成公司实现正收益。天海防务以25.23%涨幅位居榜首，聚杰微纤、海油工程、恒辉安防、科兴制药 等七家公司涨超10%。 从热门调研标的来看，塔牌集团为当之无愧的机构调研"香饽饽"，周内共接受6次机构"叩门"，参与调研的机构达154家。塔牌集团是一家以水泥为主业的集 团公司，主要从事各类硅酸盐水泥、预拌混凝土的生产和销售。 市场近期较为关注工业和信息化部出台的超产管控政策，在调研中，机构问及塔牌集团7条4500t/d以上新型干法旋窑水泥熟料生产线是否能符合产能管控要 求，以及该公司是否有补产能计划。 塔牌集团介绍，该公司2 ...