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                                                                                                                                                                                                                                                  2019年一带一路合作峰会龙头概念股 相关受益股票                                                                               【                                                          原创:                                                          带路人                                                                                                                                                                                                           2018-12-22 15:33 只看楼主(-1)                               浏览/回复22656/12 】                                                                                                                打赏                                                              收藏0                                 赞1                                                                          详情                                                                      加油券                                         0/0                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         中国将于明年4月在北京举办第二届“一带一路 ”国际合作高峰论坛        [淘股吧]                   王毅谈明年外交工作重点：办好第二届"一带一路"高峰论坛                   可见2019年第二届一带一路峰会的地位和重要性，也是2019股市的重大题材！                    600970  中材国际：                   2017年报：国外业务主营占比81.33%                   中材国际是全球最大的水泥工程系统集成服务商之一，拥有完整的水泥技术装备工程产业链，国际市场份额占比超过45%，连续9年保持世界第一。16年公司海外收入占比达85%。公司海外市场主要以非洲、东南亚为主，根据公司16年新签订单分布情况，非洲占比达72%，东南亚占比为17%。（来源：民生证券-中材国际-170320研报）                   600970中材国际海外收入占比达81%以上，所以说中材国际主营业务为正宗一带一路相关上市公司，前三季度业绩达0.58元，动态市盈率不到8倍，总市值不到100亿，估值严重低估，中字头，股票名有国际范，题材正宗，是金子总会发光！                 （个人观点，欢迎指正，共同探讨，据此买入风险自担！谢谢！）                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            打赏                                     收藏0                                     赞1                                     加油券0/0                                                                                                                                                                                                                                          咖啡卡                                                                                                                                                                                                                                            相关股票：                                                                                                                           sh600970                                                                                                                             sh601068                                                                                                                             sz000928                                                                                                                             sz002302                                                                                                                             sz002307                                                                                                                             sz168201                                                                                                                                                                               关联标签：                                                                                                                           订单                                                                                                                           中字头                                                                                                                           装备                                                                                                                           年报                                                                                                                           一带一路                                                                                                                                                                             相关报告:                                                                                                        关键字:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                【·                                                                  原创:                                                                   带路人                                                                                                                                                                                                                                                                        2018-12-22 15:42只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                            中材国际全资子公司签署4.8亿美元重大经营合同        [淘股吧]                   2018-12-06 源：证券日报网 作者：曹卫新 兰雪庆                   继2018年9月与东盟钾肥股份有限公司(APOT)签署3.43亿美元钾盐矿工程供货合同后，中材国际于近日再签重大经营合同。                   12月5日晚，中材国际发布公告称，公司全资子公司中材建设与中非水泥有限公司(简称“业主”)签订了《中非水泥有限公司日产5000吨熟料生产线及配套7.5兆瓦余热发电、年产200万吨水泥粉磨站和2X25兆瓦热电 厂项目总承包合同》及《融资协议》，总承包合同金额为4.8亿美元。                   公司表示，本次合同金额(按2018年12月4日中国人民银行汇率中间价折算约合33.09亿元人民币)约占公司2017年度经审计营业收入的17%，预计该合同履行对公司本年度的业绩不构成重大影响，合同实施将会对未来几年的经营业绩产生积极影响，并将为公司进一步拓展海外的水泥技术工程装备 市场提供支撑。                                                                                                                                                                                                                                                         [                                 沙发                                                                                                                                    ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   带路人                                                                                                                                                                                                                                                                        2018-12-22 15:43只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                        中材国际( 600970 )：与非洲首富建非洲最大水泥厂        [淘股吧]                 中国中材国际工程股份有限公司（中材国际）隶属中国中材集团有限公司，是国务院国资委  直管企业，主营业务为新型干法水泥生产线的建设，包括水泥生产线的研发与设计、装务采购及制造、设备安装等业务，海外主要市场主要在非洲、中东、东南亚等地，已完成和正在建设的国外水泥生产线120余条。                 2015年8月26日，中国中材集团与非洲首富的丹格特水泥公司签订了一份价值43.4亿美元（约合人民币278亿元）的建设大单。业内人士称，截止8月26日，中国中材（Sinoma）国际工程股份有限公司在非洲大陆开建七大水泥厂，遍布非洲喀麦隆、埃塞俄比亚、肯尼亚、马里、尼日尔、塞内加尔和赞比亚等国；在科特迪瓦和加纳也会建厂。                                                                                                                                                                                                                                                         [                                                                  板凳                                                                                                   ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   带路人                                                                                                                                                                                                                                                                        2018-12-22 15:46只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                        一带一路案例｜中材国际海外发展的策略、现状及规划 ·走出去智库·        [淘股吧]                        要点：                 1、中材国际还是全球最大规模的建材工程产能制造者，工程业绩连续九年领跑国际市场，市场占有率连续九年全球第一，目前国际市场占有率已经超过了50%。                 2、中材国际在国际化方面的未来发展规划，计划三年内打造十个迷你工业园，建设十个海外仓，落实十个海外区域检测中心，建造一百个智慧工厂，建造一百个建材连锁分销中心，完成一百个EPC项目。                 3、中材国际在国际化进程中特别注重履行全球的社会责任，积极融入当地的社会。走出去以后只有以全球公民的心态融入当地社会，才能让事业发展更为顺利。                 中材国际海外发展的历程                 中材国际成立于2001年，2005年在上交所上市，是国资委 管理的中国建材集团垂直管理的企业。                 作为国资委“走出去”的排头兵，中材国际从2002年开始就大规模实施国际化战略。公司以水泥技术装备 与工程服务为主营业务，集合了中国及世界水泥行业最先进的技术、人才管理、平台等优质资源，凭借独特的完整水泥工程产业链以及稳定的系统服务能力，在国际水泥市场提供服务。                 中材国际从2001年成立，到2016年，通过收购并购持续扩张发展，形成了国际化的发展态势。其中包括2013年收购印度LNVT公司，2015年收购德国HAZEMAG公司，2015年收购了安徽节源。                 目前中材国际的管理构架，法人是65家，项目公司有79个。中材国际旗下有三个板块：南京板块、天津板块、成都板块，包括总部的中材研究总院。中材国际目前员工总数约9700人，业务包括装备制造 、科研开发、市场开拓、工程设计，主要由项目管理和装备制造这两部分组成。                 中材国际的核心业务分四个部分，一是水泥技术装备及工程，二是产业投资，三是低碳 环保 ，四是多元化工 程。                 从2001年到2016年，营业收入从成立之初的7.83亿元到现在的190亿元，利润总额从原来的0.34亿元到现在的5.1亿元，净资产额的从原来的1.52亿到现在的69亿元。                 作为一个上市公司，我们为股东提供了丰厚的回报。十几年来，累计实现16次现金分红，总分红额超过20亿元。中材国际在2016年新签合同额278亿元，其中境外合同236亿元，海外业务占比约80%左右。                                                                                                                                                                                                                                                         [                                                                                                   地板                                                                  ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   带路人                                                                                                                                                                                                                                                                        2018-12-22 15:55只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                            国际化发展的现状        [淘股吧]                   中材国际是一个拥有全球最完备的水泥工程全产业链的集成服务商，从项目规划到设计施工、装备制造 到工程的服务包括最后的运营备件，能提供全产业链的服务。                   中材国际还是全球最大规模的建材工程产能制造者，工程业绩连续九年领跑国际市场，市场占有率连续九年全球第一，目前国际市场占有率已经超过了50%，而且拥有自主知识产权的技术体系。                   从融资能力方面来看，中材国际以EPC+F的创新型模式，多渠道低成本的融资支撑业务的发展。                    SINO  MA品牌是全球最有价值的工程服务商品牌。2016年中材国际社会贡献值达到了31亿。                   中材国际的市场定位                   十五年来，中材国际在全球的75个国家完成了270个项目，主要是在“一带一路”的沿线国家。水泥年产能3.4亿吨，正在执行的合同总额现在有320亿。东南亚、非洲、中东、亚洲包括欧洲一共覆盖了24个国家114条生产线。                   近五年中材国际海外合同主要在非洲，大概占到46%，东南亚21%，亚洲其他地区5.5%，中东19%，欧洲大概占5.7%。                   在低碳 环保 产业方面，除了加大在能源管理、大气污染、固废处理 、污水污泥处置、土壤收复等领域，从2016年开始中材国际主要发展能源管理、污水污泥、大气污染、土壤修复 、固体废弃物处置等新型低能环保产业。                   除了做好水泥EPC以外，电力、物流、矿业、化工、公路 、水处理 、民用建筑、市政工程等多元工程在海外市场也都有涉足。                                                                                                                                                                                                                                                         [                                                                                                                                    第4楼                                 ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   带路人                                                                                                                                                                                                                                                                        2018-12-22 15:57只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                            “一带一路”倡议下的创新发展措施        [淘股吧]                   最近，中材国际按照国家“一带一路”倡议，在巴西、缅甸、阿曼、马里及印度分布规划海外投资项目，进行国际产能合作，把制造、备件和服务落实到相关国家去。                   中材国际国际化的举措主要是要体现持续的创新。首先是技术创新，在新型干法技术这个领域不断推出新技术、新装备 、新工艺；第二是管理创新，如何打造中材国际对全球资源的整合能力管理的能力；第三是业务创新，如何在原来传统EPC业务的基础上，能够实施一些业务模式的创新，以EPC包括EPC+F、PPP 等模式的创新；第四是机制创新，因为中材国际是国资委 底下一个国有企业，如何在机制上激发员工的积极性，包括核心员工的持股，在公司层面上做了很多创新的工作。                   此外，中材国际在国际化进程中特别注重履行全球的社会责任，积极融入当地的社会。走出去以后只有以全球公民的心态融入当地社会，才能让事业发展更为顺利，因此中材国际在几十个国家开展项目的同时，也逐渐形成了和当地履行全球责任的制度化工 作，在环境保护 、社区建设、文化融入、雇员福利、社会利益、慈善事业 等方面也有一些很好的做法，包括在当地做一些慈善事业。                   中材国际在国际化方面的未来发展规划，计划三年内打造十个迷你工业园，建设十个海外仓，落实十个海外区域检测中心，建造一百个智慧工厂，建造一百个建材连锁分销中心，完成一百个EPC项目，这是集团提出来的最近三年中材国际在“一带一路”倡议的引领下要做成的“六个一”工程。                   2018-01-02 14:29 来源：搜狐>财经                                                                                                                                                                                                                                                         [                                                                                                                                    第5楼                                 ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   带路人                                                                                                                                                                                                                                                                        2018-12-22 15:58只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                           △中材国际海外项目经典案例：第一个由中国企业承建的境外EPC项目——多米尼加DOMICEM水泥厂        [淘股吧]                   △中材国际海外项目经典案例：沙特SCC总承包项目（2*10000T/D）                   △中材国际海外项目经典案例：印尼海德堡万吨线水泥工程                   △中材国际海外项目经典案例：拉豪集团俄罗斯FER总承包项目（5000T/D ）（2015年获评“第九次建材行业优秀工程总承包项目奖”一等奖）                   △中材国际海外项目经典案例：中材国际获78.45亿元 埃及水泥工厂建设总合同：                   由中材国际旗下成都建材院承建的埃及国防部GOE BENI SUEF 6条6000TPD熟料水泥生产线EPC总包项目于2018年5月12日完成全部性能考核，所有指标均达到并优于合同标准，并于2018年5月28日收到业主签署的PTOC证书，标志着这一世界水泥工程建设史上最大规模的项目顺利完成并进入履约新阶段。                  GOE BENI SUEF 6条6000TPD项目于2016年6月签署生效，是世界水泥工业史上在同一时间、同一地点、同时同步建设的最大规模的水泥项目，也是合同工期最短的海外EPC水泥总包项目。                 项目团队在中国建材集团和中材国际的正确领导下，精心组织、顽强拼搏，按照合同节点要求如期实现了熟料线点火、水泥磨系统投产、包装系统投产等重大项目节点目标，并顺利完成合同约定的全部性能考核，以过硬的成绩取得了埃及国防部及埃及各界的高度认可和广泛关注。                                                                                                                                                                                                                                                         [                                                                                                                                    第6楼                                 ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   带路人                                                                                                                                                                                                                                                                        2018-12-22 16:01只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                            中材国际让“江宁制造”花开“一带一路”        [淘股吧]                   来源：江宁新闻数字报 2018-09-26 10:11                   随着“一带一路”倡议持续推进，江宁企业“走出去”步伐更加坚定。位于江宁开发区的中国中材国际工程股份有限公司（南京）就是代表之一，自2002年起，该企业大规模实施国际化战略，水泥工程项目业绩连续9年保持全球第一，目前在国际市场占有率超过50%，在印度尼西亚、越南、巴基斯坦等30多个“一带一路”沿线国家建设了80多条生产线，“江宁制造”花开异国。                   今年的5月24日对中材国际（南京）来说，是个值得纪念的日子。这一天，该企业在巴基斯坦承建的6000吨水泥生产线正式点火投产。一般来说，类似的项目全部建成需要耗时24个月左右，而巴基斯坦方面却要求在15个半月内完成，令巴基斯坦方惊喜的是，尽管工期如此之紧，但中材国际（南京）克服种种困难，高质量提前完成项目建设，不仅创造了一项工程建设奇迹，更让巴基斯坦方面交口称赞。中材国际（南京）副总经理黄平说，近年来，随着我国提出共建“一带一路”的倡议，沿线各国的铁路、公路 、港口等基础设施大幅增加，水泥作为基础设施建设 的原材料，需求空间巨大。仅2017年，中材国际（南京）新签合同额就达358亿元，同比增长29%，其中新签境外项目70个，合同额293亿元，同比增长24%。                   在业绩急速增长的同时，中材国际（南京）紧扣“一带一路”国家日趋多样化的需求，加快布局多元化业务。在尼日利亚炼油厂项目建设中，中材国际（南京）发现现场没有像样的道路，他们就在荒野上修路，见没有材料，他们就从国内运来20辆混凝土罐车。针对当地的特殊环境，该企业甚至还现场修建了一座搅拌实验室。在印度尼西亚项目中，生产所需的电能极度缺乏，中材国际（南京）在建设10000吨水泥生产线的同时，配套建设了两条60兆瓦的电厂项目，为当地缓解了部分用电需求，颇受欢迎。“在主营业务之外，我们也适当承接电厂、炼油厂及道路桥梁等工程，目前，中材国际80%以上的收入都来自于海外。”黄平说。                   在“一带一路”沿线国家，中材国际（南京）不仅输出了工程、技术，更将江宁人的友好源源不断输出。印度尼西亚巴雅10000吨水泥生产线承包项目中，中材国际（南京）共雇佣了当地35.7万名员工，最多同时有1400多人在工厂工作，大大缓解了当地就业压力，还留下了大批熟练工人。埃塞俄比亚的某个小镇旱季用水困难，正在承接项目的中材国际就每天派出运水车，从几十公里外运来十几吨清水供工地工人和村民使用。此外，该企业还在当地援建了3所小学，几年来帮扶的孩子超过4700名，与当地人结下深厚友谊。                                                                                                                                                                                                                                                         [                                                                                                                                    第7楼                                 ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   不屈的胡杨                                                                                                                                                                                                                                                                        2018-12-22 16:12只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                        大家都能想到这个题材的时候，第二次带路行情可能就真的没有了！                                                                                                                                                                                                                                                         [                                                                                                                                    第8楼                                 ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   带路人                                                                                                                                                                                                                                                                        2018-12-23 16:58只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                        一带一路战略对中材国际来讲不是概念炒作，是实实在在的利好！                                                                                                                                                                                                                                                         [                                                                                                                                    第9楼                                 ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   北旅2019                                                                                                                                                                                                                                                                        2019-01-12 07:35只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                        新疆交建才是龙头                                                                                                                                                                                                                                                         [                                                                                                                                    第10楼                                 ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   东方人仙                                                                                                                                                                                                                                                                        2019-02-16 13:01只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                        谁知道在4月几号开这个会？                                                                                                                                                                                                                                                         [                                                                                                                                    第11楼                                 ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 【·                                                                  原创:                                                                   gzrphm0503                                                                                                                                                                                                                                                                        2019-02-22 18:41只看该作者(-1)】                                                                                                                                打赏                                                                                                                                                                                                                                 赞(0)                                                                                                                                                                        咖啡卡                                                                                                                                                                                                                                                                                                        海外网2月15日消息，普京又要来中国了，参加“一带一路”国际合作高峰论坛，地点在北京。        [淘股吧]         据塔斯社报道，当地时间14日，俄罗斯驻华大使安德烈·杰尼索夫表示，俄罗斯总统普京期待将于4月26日至27日访问中国，参加“一带一路”国际合作高峰论坛。普京是受邀的主要领导人之一，2017年5月，他也曾访华并出席该场活动。4月26日哦太晚了                                                                                                                                                                                                                                                         [                                                                                                                                    第12楼                                 ]                                                                                                                                                             @Ta                                                                                                                                                                                                                                                                                                                                                                                       -资讯