【华金证券：民爆行业供给端强管控政策推进集中度提升】华金证券研报称，民爆下游需求来源于煤炭、金属和非金属矿山等资源开采行业、基础设施建设行业、建筑行业等，前述三类矿山共占民爆产品销售总量70%以上。矿山开采是民爆最主要下游应用，受矿产资源分布不均衡和国内经济发展不平衡的影响，在民爆行业日趋激烈的竞争中，各企业产能和发力点均逐步向富矿区进行转移和聚焦。民爆行业供给端强管控，政策推进集中度提升，结构和格局持续优化受益矿山资本开支上升和基建发力景气度持续，建议关注：广东宏大、江南化工等。

金融界2025-01-08

华金证券研报称，民爆下游需求来源于煤炭、金属和非金属矿山等资源开采行业、基础设施建设行业、建筑行业等，前述三类矿山共占民爆产品销售总量70%以上。矿山开采是民爆最主要下游应用，受矿产资源分布不均衡和国内经济发展不平衡的影响，在民爆行业日趋激烈的竞争中，各企业产能和发力点均逐步向富矿区进行转移和聚焦。民爆行业供给端强管控，政策推进集中度提升，结构和格局持续优化受益矿山资本开支上升和基建发力景气度持续...

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