中新网榆林7月12日电 题：在中国首个碳基固废中试基地揭秘"废石变沃土"黑科技 作者 杨英琦 "很多人不知道，煤矸石其实是制备人工土壤的优质材料。"走进位于榆林市榆阳区的陕西省碳基固废资 源化利用中试基地(以下简称：中试基地)，轰鸣的机器声中，煤矸石正在这里经历着神奇的蜕变。据榆 林中科环保科技集团有限公司总经理郑仕梅介绍，作为煤炭的伴生矿物，煤矸石含有钙、铁、锌等植物 生长必需的元素，"只是这些元素以矿物态存在，难以被植物吸收。" 煤炭能源位于中国能源产业结构中的核心地位，然而，在煤炭开采加工过程中会产生大量的煤矸石，其 平均排放比例约为20%。煤矸石作为一般固体废弃物是由质页岩、泥岩、砂岩及煤炭等物质组成的黑灰 色沉积岩，具有含碳量低、比煤硬干基灰分大于50%的特点。 图为中试 基地实验室内展示的生态功能土等样品。杨英琦 摄 全国首个碳基固废中试基地为何落地榆林？ 榆林煤炭开采量巨大，工业固体废弃物的综合利用率低于40%，其中煤矸石每年产生量达6000万吨以 上，占比超过50%，这一现状表明，榆林地区工业固废，特别是煤矸石的巨量堆存和低利用率问题亟待 得到有效解决。为此榆林市相继出台多个政策，推动大宗固废 ...

四方新材(605122.SH)公告称，公司股票价格连续两个交易日内日收盘价格 涨幅偏离值累计达到20%， 属于股票异常波动情形。公司是以商品混凝土研发、生产和销售为主业，同时生产建筑用砂石骨料的建 筑材料制造商，产品主要销售市场为重庆市。经公司自查，公司主营业务、日常生产经营活动和外部经 营环境均未发生重大变化，公司不存在应披露而未披露的重大事项。 ...

Core Viewpoint - Wanst's recent A-round financing of 31 million yuan is a significant milestone in the construction materials sector, highlighting its technological innovations and market potential [2][6]. Company Overview - Wanst is headquartered in Nantong, Jiangsu, known as the "hometown of architecture," providing a solid industrial foundation for the company [3]. - The company has production bases across multiple locations in China and a world-class R&D center in Hong Kong [3]. - Wanst focuses on the construction materials sector, utilizing a "Hong Kong R&D + local transformation" model to enhance concrete's compressive strength and significantly reduce carbonation rates [3]. - Additionally, Wanst has developed an AI damage identification platform that accurately analyzes the causes of cracks, offering a one-stop solution for construction [3]. Financing Purpose - The recent financing will primarily be used to strengthen R&D investment, enhance product technology, expand production capacity to meet market demand for high-quality construction materials, and increase brand promotion efforts to explore new market areas [4]. Investment Rationale - The lead investor, Guan Feng Business Investment, highlighted Wanst's significant advantages in technological innovation and market positioning within the construction materials sector [5]. - Wanst's "Hong Kong R&D + local transformation" model has led to technological breakthroughs and product upgrades, providing strong market competitiveness [5]. - The solid background of Wanst's team and the immense market potential make it a worthy long-term investment [5]. Industry Insights - The A-round financing of Wanst represents an important breakthrough in the construction materials sector, supported by recent government policies promoting the development of new materials [6]. - The rapid development of the industry is driven by active responses from industry practitioners to these supportive policies [6]. - Wanst's innovative technology and strong team have attracted capital, setting a benchmark for the industry and reminding fund managers of their responsibility to create greater value for investors [6].

数字赋能+联防联控，实现全域全流程闭环监管 在丽水市一些偏远山区，容易发生随意倾倒、堆放建筑垃圾的行为，甚至还有人"专程"到偏远区域进行违法倾倒，造成属地 生态环境污染。 2024年，丽水市青田县就破获了一起跨市域实施倾倒建筑垃圾的案件。记者了解到，当时，青田县高湖镇接群众举报，反映 该地有人倾倒淤泥等垃圾。生态环境执法人员现场勘查发现，有一处深坑内倾倒建筑垃圾超60立方米。 借助跨区域联防联控机制的数字化监控，青田县很快就确认这些淤泥是从温州市某地运来，为后续顺利侦办案件提供了关键 性证据。 近年来，我国建筑垃圾造成的生态破坏和环境污染问题多发，主要表现为违规倾倒与随意填埋、堆存管理不规范、跨区域倾 倒等。据统计，我国每年新建房屋面积巨大，每平方米就会排出约0.05吨左右的建筑垃圾。这些建筑垃圾包括废弃的混凝土块、 砖石、木材、塑料等，种类繁多。 在浙江政务服务网上，记者发现，涉及建筑垃圾的行政处罚多为违规倾倒堆放、跨区域倾倒，金额少则几百元，多则达上万 元。 数据显示，2024年丽水市建筑垃圾产生量达1090.3万余吨，综合利用量达1061.4万余吨，综合利用率高达97.35%。在浙江省 丽水市，建筑垃圾 ...

Core Viewpoint - The credit rating of Jiangxi Wannianqing Cement Co., Ltd. remains stable at AA+, reflecting its strong market position and financial stability despite challenges in the cement industry [3][4][6]. Company Overview - Jiangxi Wannianqing Cement is a leading cement producer in Jiangxi Province, with a significant market share of approximately 25% in the province's cement production [4][12]. - The company has 11 clinker production lines and 32 cement mills, with an annual cement production capacity of 26 million tons and clinker capacity of 13.75 million tons [12][14]. Financial Performance - In 2024, the company's revenue decreased by 27.27% year-on-year, with net profit significantly declining due to falling demand and prices in the cement market [7][18]. - The company's total assets were reported at 162.35 billion yuan, with total liabilities at 34.33 billion yuan, indicating a relatively low debt level and strong debt repayment capacity [5][6]. - EBITDA for 2024 was 840 million yuan, and FFO was 243 million yuan, reflecting a solid cash flow position [6][18]. Market Environment - The cement market is experiencing a downturn due to reduced demand from the real estate sector and increased competition, leading to a decline in both volume and price for major products [7][10]. - The company is actively extending its industrial chain into ready-mixed concrete and aggregates, with a new ready-mixed concrete plant added in 2024 [12][14]. Operational Challenges - The company faces challenges with accounts receivable, particularly in its ready-mixed concrete business, where the aging of receivables has increased, leading to a significant provision for bad debts [7][18]. - The overall production capacity utilization has declined, particularly in the ready-mixed concrete segment, due to market saturation and intense competition [14][18]. Future Outlook - The credit rating agency maintains a stable outlook for the company, anticipating that its strong brand recognition and regional competitive advantages will support its business continuity [7][10]. - The company plans to continue expanding its ready-mixed concrete business and enhance its operational efficiency to mitigate the impact of market challenges [12][18].

Group 1 - The company is focused on achieving its mid-year targets by enhancing production quality, accelerating project construction, and improving transformation efficiency [1] - Sichuan Dazhou Conch Cement has developed specialized cements and is experiencing stable profit growth by seizing market opportunities [2] - Jiangxi Xinyu Fenyi Conch Cement has seen significant increases in clinker production, cement and aggregate sales, and profits due to its integrated operational advantages [2] Group 2 - Jiangsu Taicang Conch Cement has optimized its palletized bagged cement robot dispatch line, resulting in a 53% year-on-year increase in dispatch volume from January to May [2] - Conch Cement in Indonesia has implemented energy-saving measures, achieving cost savings of over 10 million yuan and significantly reducing comprehensive costs [2] - Hainan Changjiang Conch Plastic Company is transitioning to green packaging in response to new national standards, exporting 27 million packaging bags worth 35 million yuan from January to May [5] Group 3 - Guangdong Yingde Conch Cement is advancing its 2 million ton aggregate project despite rainy season challenges, with construction moving to equipment debugging [7] - The Zhaoqing project in Guangdong is nearing completion and will contribute positively to local economic development [7]

Market Overview - A-shares and Hong Kong stocks in the chip and semiconductor sector experienced significant gains, with the A-share market showing mixed results overall [1][3] - As of the morning close on June 23, the Shanghai Composite Index rose by 0.15%, while the Shenzhen Component Index and the ChiNext Index fell by 0.16% and 0.33%, respectively [4][3] Sector Performance - The chip and semiconductor equipment concept stocks led the market with gains exceeding 1%, with specific stocks like Wavelength Optoelectronics hitting a 20% limit up, and others like Yubo Technology and Huacan Optoelectronics rising over 11% [5][6] - The coal sector was the top performer among various sectors, with gains exceeding 1%, followed by oil and petrochemicals, national defense, and non-ferrous metals [4] Individual Stock Highlights - China Tianrui Cement saw a dramatic increase, with its stock price rising over 60% at one point, following the announcement of a turnaround in its annual performance, reporting a profit of 279 million yuan for the year ending December 31, 2024, compared to a loss of 634 million yuan the previous year [10] - Pacific Shipping also experienced a significant rise, with its stock price increasing by over 20% after announcing the issuance of 28.626 million shares as part of its share award plan [11] Risk and Volatility - Several stocks, including Changcheng Military Industry and Maohua Shihua, have seen consecutive limit-up trading days, indicating high volatility and investor interest [7][8] - Changcheng Military Industry issued a risk warning due to a cumulative stock price increase of 37.06% over a short period, highlighting the potential for significant price corrections [8]

智通财经APP获悉，方正证券发布研报称，预计中国建材(03323)2025-2027年营收分别为 1912.2/1993.3/2070.0亿元，分别同比+5.5%/+4.2%/+3.8%，归母净利润分别为41.2/48.9/54.8亿，分别同 比+72.4%/18.7%/12.1%，对应PE分别为6.7/5.7/5.1x，首次覆盖，给予"推荐"评级。 基础建材板块2024年贡献经营性净现金流占比超38%，为新材料投入提供稳定资金支撑;同时，战新产 业投资占比从2021年34.8%跃升至2024年61.9%，公司投资重心实现根本性转移。集团年均超百亿研发 投入叠加150亿元产业基金，持续加速新材料技术产业化进程。 基础建材：行业错峰协同深化，公司降本增效+出海提速，2025年盈利有望筑底回升 非金属材料央企龙头，多项业务规模冠绝全球 中国建材是国务院国资委直属的大型央企，公司2006年港股上市，2018年完成与中材股份的换股吸收合 并。2024年公司获国资委批准，主业定位调整为"非金属材料制造及相关资本投资"，标志公司战略重心 从传统建材向新材料等领域转型。公司现为国内最大的非金属材料产业平台，旗下拥有多家境内 ...

证券代码：600668 证券简称：尖峰集团 编号：临 2025-025 浙江尖峰集团股份有限公司 十二届9次董事会决议公告 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个别及连带责任。 一、董事会会议召开情况 （一）本次董事会会议的召集、召开符合有关法律、法规及《公司章程》的 相关规定。 经审议与表决，董事会通过了《关于召开2025年第一次临时股东大会的议案》。 表决结果：8票同意、0票反对、0票弃权。 （二）2025 年 06 月 11 日，本次董事会会议以通讯表决的方式召开。 （三）公司现有八名董事，全体董事出席了会议。 二、董事会会议审议情况 经审议与表决，董事会通过了《关于控股子公司项目投资的议案》。同意本 公司的控股子公司云南尖峰新型建材有限公司投资29,985.21万元，在云南省普 洱市思茅区大白岩南部建筑石料用灰岩矿旁边建设一条年产300万吨骨料砂石生 产线。 表决结果：8票同意、0票反对、0票弃权。 经审议与表决，董事会通过了《关于补选公司董事的议案》。董事会提名委 员会事前审议并通过了该议案。 表决结果：8票同意、0 ...

Core Viewpoint - The recently released "Opinions on Further Strengthening Urban Construction Waste Management" aims to establish a new governance framework for urban construction waste, targeting a resource utilization rate of over 50% by 2027 in cities at or above the prefecture level in China [1][6][7] Group 1: Current Situation and Challenges - China's urban construction waste generation reaches over 2 billion tons annually, with issues such as illegal dumping and insufficient disposal space persisting [1][5] - The lack of regulatory oversight in the transportation of construction waste has led to frequent violations [2][3] Group 2: Proposed Solutions and Initiatives - The "Opinions" propose a comprehensive governance system to enhance the efficiency of construction waste management, focusing on reduction, resource utilization, and harmless disposal [1][6] - Local governments are encouraged to implement digital platforms for waste collection and transportation, improving service efficiency and compliance [2][3] Group 3: Implementation and Future Goals - By 2027, the goal is to have a well-established construction waste management system, with effective regulations and standards in place to curb illegal dumping [6][7] - The initiative emphasizes the importance of integrating construction waste management into urban planning and ensuring designated spaces for waste processing facilities [6][7]