概念龙头8天7板，元宇宙分支崛起，多家公司宣布入局后股价上涨！四部门联合发布重磅利好，绿色建材发展空间巨大，绩优股名单请收藏
四部门联合发布利好，绿色建材发展空间巨大。
There's a lot of room for green building materials to develop.
近期，元宇宙概念股表现强势，其中Web3.0概念龙头天地在线8天7板，10月26日反弹以来累计上涨幅度超100%，股价已实现翻倍。
In the recent past, the dollar-cosmos concept unit has shown strong performance, with the Web 3.0 concept on the line for eight days and seven days, with a cumulative increase of more than 100 per cent since the rebound on 26 October and a doubling of the share price.
消息面上，科技巨头Meta进军元宇宙，一年“烧钱”百亿美元，近期其宣布加大对NFT的推广力度；苹果上周首次正式为提供iOS应用程序制定了NFT相关规则，捕捉Web3.0早期的行业机会。
On the news, the tech giant Meta marched into the universe, “burning money” for $10 billion a year, and recently announced an increased promotion of NFT; Apple, for the first time in the past week, formally developed NFT-related rules for the provision of iOS applications to capture the early industrial opportunities of Web3.0.
11月9日盘后，天地在线发布公告称，公司的数字资产、数字内容以及数字商业综合体打造等数字化业务，仍处于探索和研发阶段。公司结合数字化业务在手订单情况进行初步测算，截至目前预计产生的收入为119.41万元；其中，截至2022年9月30日已确认的收入为48.66万元，相关收入占比较小。公司基本面未发生重大变化，敬请广大投资者注意风险。
After the 9 November round-up, Sky announced online that companies’ digital operations, such as digital assets, digital content and digital business complexing, were still at the exploratory and research and development stage. The company's initial measurement of hand orders in the context of digitalization operations was currently expected to yield revenues of $1,194,000; of that amount, revenues recognized as at 30 September 2022 amounted to $486.6 million, with a relatively small share. The company's fundamentals have not changed significantly, and investors are respectfully invited to take note of the risks.
近期，福石控股、宣亚国际、天娱数科、东方国信、二六三、世纪华通等上市公司在投资者互动平台相继表示公司有布局Web3.0业务，这些公司近期股价均收获不同幅度的涨幅。
In recent times, listed companies such as Fujishi Holdings, Zhenya International, Sky Entertainment Statistics, Oskar, 2603 and Tsung Huatung of the 21st Century have indicated successively in the investor interactive platform that the companies have a layout of Web3.0 operations, and that these companies have recently reaped varying increases in stock prices.
兴业证券指出，Web3.0的特征是“可读+可写+可拥有”的“价值互联网”、“契约互联网”，强调以用户为中心的“自主权”。过去一年，以去中心化为核心的Web3.0概念走入大众视野，Web3.0底层设施已较为完善。
According to Employers, Web3.0 is characterized by the “value Internet” “readable + writeable + owning”, with an emphasis on user-centred “ownership”. Over the past year, the concept of Web3.0, which is central to decentralizing, has moved into public view, and the WEB 3.0 bottom facility has improved.
工信部等四部门联合发布利好
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工业和信息化部、国家发展和改革委员会、生态环境部、住房和城乡建设部等四部门近日联合发布《建材行业碳达峰实施方案》（下简称《实施方案》）。
Four sectors, the Ministry of Industry and Informationization, the National Development and Reform Commission, the Ministry of Eco-Environment and the Ministry of Housing and Urban and Rural Development, have recently jointly issued the Carbon Reach Implementation Programme for the Construction Materials Industry (hereinafter referred to as the Implementation Programme).
《实施方案》提出，“十四五”期间，建材产业结构调整取得明显进展，行业节能低碳技术持续推广，水泥、玻璃、陶瓷等重点产品单位能耗、碳排放强度不断下降，水泥熟料单位产品综合能耗水平降低3%以上。“十五五”期间，建材行业绿色低碳关键技术产业化实现重大突破，原燃料替代水平大幅提高，基本建立绿色低碳循环发展的产业体系，确保2030年前建材行业实现碳达峰。
According to the Implementation Programme, significant progress was made in restructuring the construction materials industry during the “14th Five-Five” period, with sustained expansion of energy-efficient low-carbon technologies in the industry, decreasing energy consumption per unit of priority products such as cement, glass, ceramics, and carbon emission intensity, as well as a more than 3 per cent reduction in the combined energy consumption of cement clinker unit products. During the “Fifteen-Fifty-Fifteen” period, major breakthroughs were made in the industrialization of green and low-carbon critical technologies in the construction materials sector, with substantial increases in original fuel substitution levels, and a basic industrial system for green low-carbon cycle development was put in place to ensure a carbon peak in the construction materials industry by 2030.
近期，有关建材的多个政策陆续落地，绿色低碳、智能制造成为建材行业未来重点发展方向。有业内人士称，目前中国农村存量房建筑面积375亿平方米，每年有近20亿平方米农房面临改造，粗略估计每年农房改造建材市场近千亿元。再考虑到农村基础设施建设、太阳能改造等，每年农村建材市场预计有近万亿元的市场空间。当前，我国存量建筑中，具有绿色建筑认证的占比仅有1%，这意味着未来绿色建筑及绿色建材在政策推动下具有相当大的市场空间。
In recent years, a number of policies have been put in place with regard to building materials, and green low-carbon and smart manufacturing has become a priority for the future development of the construction industry. According to some insiders, China currently has 37.5 billion square metres of housing stock, with nearly 2 billion square metres of agricultural housing subject to renovation every year, with a rough estimate of nearly 100 billion yuan per year in the market for building and building materials. Given rural infrastructure, solar energy, etc., the rural construction market is expected to have nearly trillion yuan of market space every year.
据中国建筑材料联合会则预测，2025年我国绿色建筑市场规模有望超9万亿元，年复合增长率约为5%。其中，绿色建材应用比例持续提升，对应2025年市场规模预计约为1.3万亿元，年复合增长率约为3%。
According to the China Federation of Building Materials, our green construction market is expected to be larger than RMB 9 trillion in 2025, with an annual compound growth rate of about 5%. Of this, the proportion of green building materials applied continues to rise, corresponding to the estimated market size of about RMB 1.3 trillion in 2025, with an annual compound growth rate of about 3%.
四季度需求有望逐步回暖，绩优股出炉
开源证券研报表示，9月底以来中央继续加大稳增长政策实施力度，动用包括专项债在内的多项工具，四季度有望提前下达部分明年新增专项债额度，从而拉动有效投资，尽快形成实物工作量。水泥、玻璃等建筑材料需求有望继续回暖。随着基建稳增长政策全面蓄力，四季度需求有望逐步回暖，充裕订单有望使得基建产业链业绩加速向上。
According to the Open Source Securities Research, since the end of September, the central growth policy has continued to increase, using a number of instruments, including special-purpose debt, and it is expected that part of the additional debt will be issued in advance in the fourth quarter, thereby boosting effective investment and generating a rapid physical workload. The demand for building materials, such as cement and glass, is expected to continue to warm.
证券时报·数据宝统计，建筑材料概念股共79股，11月以来整体表现较强势，平均涨幅跑赢大盘，仅1股月内累计涨跌幅录得负值。其中，金圆股份、万里石、国统股份、北玻股份涨幅居前。
The Securities Times, Data Treasures, with 79 shares in the architectural material concept, has been strong overall since November, with an average increase in the run-off and a negative impact on the cumulative increase and fall of only one share over a month. Among these, the golden circle shares, the 10,000 liquoise shares, the national union shares, and the North Bob shares have risen.
北玻股份昨日涨停，公司主营产品玻璃深加工产品中包含具有节能作用的深加工玻璃产品，可以作为重要的绿色建材产品。
The North Pole shares have increased and the company's main product, glass-based deep-processed products, which contain energy-efficient, deep-processed glass products, can be an important green material product.
业绩方面，建材板块作为基建与地产产业链的重要一环，今年业绩整体表现不佳，前三季度业绩呈现下滑的股票数量占比超70%。涂料行业净利增速相对较高，瓷砖行业业绩降幅明显。
On the performance side, the building blocks, which are an important link in the infrastructure and real estate chain, have performed poorly overall this year, with stock stocks showing a decline of more than 70% in the previous three quarters. The net profit gains in the paint industry have been relatively high, and the performance of the tile industry has declined significantly.
三棵树前三季度业绩同比增幅居首，公司作为中国涂料的领军企业，目前已有300多个产品获得绿色建材产品认证。公司前三季度归母净利润3.01亿元，同比增长369.66%；营业收入79.47亿元，同比增长0.52%。此外，友邦吊顶、海南瑞泽、三和管桩的前三季度净利润同比增幅均超100%。
In the first three quarters of the three trees, where the company was the leading producer of paint in China, more than 300 products have now been certified as green building materials products. In the first three quarters, the company returned to its mother a net profit of $301 million, an increase of 369.66 per cent; in the other three quarters, operating income of $7,947 million, an increase of 0.52 per cent.
相比之下，三峡新材、福建水泥、罗普斯金、龙泉股份、扬子新材等股的三季报业绩下滑幅度较大。
By contrast, the performance of the three-quarterly reports on the three-quarters of the Isthmus, Fujian Cement, Ropeskin, Long Springs shares, Yangzi and others declined significantly.
资金面上，11月以来，北新建材、天山股份、中国巨石、伟星新材、坚朗五金等股的北上资金累计净买入额居前。（数据宝 郭洁）
On the financial front, since November there has been a net purchase of funds from the north since the beginning of the year for the new North, the share in Tianshan, the Chinese giant stone, the new material in Wei Xing, and the accumulated net purchase of funds from the North. (Data from Guo Jie)
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