格隆汇2月10日丨中国铁建(601186.SH)公告称，公司近期中标多个单体15亿以上的重大项目，包括新建 波密至然乌铁路站前工程、广州东站改造及广州东至新塘五六线施工总价承包等，项目金额合计451.42 亿元。该项目金额合计占公司2024年度经审计营业收入比例为4.23%。 ...

Major Events - Xian Dao Intelligent (00470) received a subscription rate of 79.54 times for its public offering in Hong Kong, with a final issue price of HKD 45.8 per share [1] - Shishi Pharmaceutical Group (02005) is expected to win bids for 45 products in the national centralized procurement [1] - Gilead Sciences-B (01672) has selected the oral amylin receptor agonist peptide ASC36 for clinical development [1] - China Railway Construction (01186) recently won major projects totaling CNY 451.42 billion [1] - Shoucheng Holdings (00697) invested in Qimiao Labi through its subsidiary fund, focusing on expanding its product matrix around core intellectual property [1] - Minshi Group (00425) plans to establish a joint venture to produce aluminum body frame components [1] - Fubo Group (03738) has reached a strategic cooperation with Xinglu Technology [1] - Jin Xun Resources (03636) plans to increase capital by a total of USD 44 million for its overseas subsidiaries [1] - Changfei Optical Fiber and Cable (06869) experienced abnormal fluctuations in A-share trading, clarifying that it does not engage in CPO-related businesses [1] Operating Performance - SMIC (00981) reported Q4 revenue of USD 2.489 billion, a quarter-on-quarter increase of 4.5%, with a gross margin of 19.2% [1] - PCCW (00008) reported a loss attributable to shareholders of HKD 253 million for the fiscal year 2025, narrowing by 16% year-on-year [1] - WuXi Biologics (02269) issued a positive profit alert, expecting a year-on-year profit increase of approximately 46.3% to CNY 4.908 billion for the fiscal year 2025 [1] - Dongyue Group (00189) issued a positive profit alert, anticipating over 100% year-on-year growth in profit attributable to owners for 2025 [1] - Elephant Future Group (02309) issued a positive profit alert, expecting a mid-term profit attributable to owners of approximately HKD 178 million, reversing from a loss [1] - Sihuan Pharmaceutical (00460) issued a positive profit alert, expecting revenue of no less than CNY 2.5 billion for 2025, with a growth rate exceeding 30% compared to the previous year [1] - Beijing Automotive (01958) expects a net profit attributable to the parent company of approximately CNY 110 million to CNY 130 million for 2025, a year-on-year decrease of about 86.4% to 88.5% [1] - COFCO Joycome (01610) issued a profit warning, expecting a loss attributable to shareholders of approximately CNY 230 million to CNY 350 million, reversing from profit year-on-year [1] - New Town Development (01030) achieved a contract sales amount of approximately CNY 714 million in January, a year-on-year decrease of 29.79% [1] - Yue Yuen Industrial (00551) reported a net operating income of approximately USD 705 million in January, a year-on-year decrease of 12.5% [1] - Baoshan International (03813) reported a cumulative net operating income of CNY 1.748 billion in January, a year-on-year decline of 32.5% [1]

Core Insights - The marine engineering industry has experienced a surge in order announcements since February, indicating strong growth driven by technological upgrades and market demand [1][4] - A variety of A-share listed companies are involved in sectors such as offshore wind power equipment manufacturing, shipbuilding, and marine engineering construction, with order values ranging from hundreds of millions to tens of billions [1] Group 1: Company Announcements - TianShun Wind Power announced new contracts totaling approximately 870 million yuan for offshore wind projects, including significant orders for foundation structures [1] - Shanghai Electric Wind Power Group secured a major contract for a 550,000 kW offshore wind project, marking a strong start to the year with a total capacity of 576 MW [2] - China State Construction Engineering Corporation's subsidiary won a contract worth about 524 million yuan for the construction and installation of wind turbine foundations [2] - China Shipbuilding Industry Corporation's subsidiary signed a contract for the construction of 16 container ships, with a total transaction value between 736 million and 896 million USD [2] Group 2: Industry Trends - The recent order announcements reflect a comprehensive coverage of the entire industry chain, from core equipment like wind turbines and foundation structures to shipbuilding and engineering construction [3] - There is a clear trend towards high-end and large-scale products, with large-capacity wind turbines and heavy-duty foundations becoming mainstream orders, aligning with industry technological advancements [3] - The market is expanding both domestically and internationally, with orders from coastal provinces in China as well as breakthroughs in overseas shipbuilding and marine product deliveries [3] Group 3: Expert Opinions - Experts suggest that the surge in marine engineering orders is a result of dual drivers: domestic renewable energy planning and global marine economic development [4] - The integration of marine engineering with other sectors, such as marine aquaculture, is creating new growth opportunities by diversifying product applications [4] - The industry's competitiveness is increasingly reliant on technological capabilities and production capacity, with a focus on large-scale and high-end equipment [4]

Company Focus - Ge Weidong subscribed for 1 billion yuan of Jianghuai Automobile's private placement shares [2] - Semiconductor Manufacturing International Corporation (SMIC) reported a net profit of 1.223 billion yuan for Q4 2025, a year-on-year increase of 23.2% [2] - Hengdian Film's box office for three Spring Festival films, including "Fast and Furious Life 3," remains uncertain, and the company may apply for a trading suspension if stock prices rise significantly [3] - China Tungsten High-Tech plans to invest 145 million yuan in a new PCB drill needle project with an annual capacity of 30 million units [3] Investment & Contracts - Yiyi Co. terminated the acquisition of 100% equity in Hangzhou Gao Ye Jia You Hao Duo Mao Pet Food Co., Ltd. due to changes in the target company's business conditions [9] - Jiangsu New Energy plans to issue convertible bonds to raise no more than 1.24 billion yuan [18] Shareholding Changes & Buybacks - Wang Jianfeng, a shareholder of Runbei Aerospace, plans to reduce holdings by up to 3% [13] - Liu Chengyan, a director of Wangsu Technology, intends to reduce holdings by no more than 1.07% [14] Operations & Performance - Huichuan Technology expects a net profit increase of 16%-26% in 2025, with good growth in the electric vehicle business [15] - China Railway Construction recently won major contracts totaling 451.42 billion yuan [16] - The company "Ningde Times" successfully issued 5 billion yuan in green technology innovation bonds [20]

智通财经APP讯，中国铁建(01186)发布公告，近期，本公司中标单体15亿以上重大项目10个，项目金额 合计451.42亿元。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲 載 列 中 國 鐵 建 股 份 有 限 公 司（「本公司」）在 上 海 證 券 交 易 所 網 站 刊 登 的「中 國鐵建股份有限公司重大項 目 公 告」，僅 供 參 閱。 承董事會命 中國鐵建股份有限公司 海外監管公告 董事長 於 本 公 告 日 期，董 事 會 成 員 包 括：戴 和 根 先 生（董 事 長、執 行 董 事）、郜 烈 陽 先 生（非 執 行 董 事）、馬 傳 景 先 生（獨 立 非 執 行 董 事）、解 國 光 先 生（獨 立 非 執 行 董 事）、錢 偉 倫 先 生（獨 立 非 執 行 董 事）、王 俊 先 生（獨 立 非 執 行 董 事） 及 朱 霖 女 士（職 工 董 事）。 戴和根 中 國 • 北 京 2026年2月11日 – 1 – ...

Group 1 - Baichuan Co., Ltd. announced that recent price increases of some main products are influenced by market supply and demand, but the sustainability of these price fluctuations is uncertain, making it difficult to predict the impact on company performance [2] - Jincheng Co., Ltd. plans to acquire an additional 42.5% stake in CMH Company, adjusting the payment terms to a fixed cash amount of $128 million, which will increase its ownership to 97.5% if the transaction is completed [3] - Runtou Co., Ltd. reported that the sustainability of price fluctuations in disperse dyes is uncertain, making it difficult to estimate the impact on company performance, despite recent price increases [4] Group 2 - Zhongtung High-tech announced a project to implement an additional 30 million PCB drill rods per year with an investment of 145 million yuan, aiming to expand market share and secure raw material needs [5] - ST Xinhua Jin indicated that if it fails to recover approximately 406 million yuan in occupied funds within six months, it may face stock suspension and potential delisting [6] - Lian De Co., Ltd. stated that its gas turbine business currently only generates limited revenue, accounting for less than 1% of total revenue, thus having a minimal impact on overall performance [7] Group 3 - Xinhang New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Changfei Optical Fiber noted that its products for data centers currently represent a small portion of global market demand, and the impact of price fluctuations on future performance will depend on market conditions [9] Group 4 - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, a 23.2% increase year-on-year, driven by increased wafer sales and improved capacity utilization [11] - CITIC Securities announced that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [12] - Xinzhou Bang reported a net profit of 1.098 billion yuan for 2025, a 16.56% increase year-on-year, attributed to improved sales and operational efficiency [13] Group 5 - Youyan Silicon reported a net profit decline of 10.14% for 2025, with total revenue of 1.005 billion yuan, primarily due to increased investment losses and higher share-based payment expenses [14] - Kangbiter completed its first share buyback, acquiring 51,000 shares for a total of 785,400 yuan [15] - Linyang Energy announced its first share buyback of 8.35 million shares, totaling 52.325 million yuan [16] Group 6 - Hanwei Technology's shareholder plans to reduce its stake by up to 1.8639% due to personal funding needs [19] - Jiuzhitang's major shareholder reduced its stake by 1.02%, following a pre-planned reduction strategy [20] Group 7 - China State Construction signed new contracts worth 399.5 billion yuan in January 2026, reflecting a 1.8% year-on-year increase [21] - Senyuan Electric is expected to win a bid for a project worth 272 million yuan from the Southern Power Grid [22] - Jinguang Electric announced a successful bid for a project worth approximately 28.87 million yuan from the Southern Power Grid [23]

智通财经APP讯，中国铁建(601186.SH)发布公告，公司近期中标多个单体15亿以上的重大项目，项目金 额合计451.42亿元，合计占公司2024年度经审计营业收入比例为4.23%。 ...

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 担法律责任。 近期，本公司中标单体 15 亿以上重大项目： 单位：亿元 币种：人民币 | 序号 | 中标单位 | 项目名称 | 工期/ 合作期 | 项目金额 | | --- | --- | --- | --- | --- | | 1. | 中铁二十局 | 新 建 波 密 至 然 乌 铁 路 站 前 工 程 | 2190 | 53.70 | | | | BRZQ-3 标 | 日历天 | | | 2. | 中铁十四局、中铁十二 局、中铁二十五局 | 广州东站改造及广州东至新塘五六 线施工总价承包 WLXSG2、WLXSG3、 WLXSG4 标段 | 2009 日历天 | 82.48 | | 3. | 中铁十二局、中铁十六 局 | 新建六安至安庆铁路站前及四电相 关 工 程 施 工 总 价 承 包 LQZQ-2 、 LQZQ-3 标 | 1826 日历天 | 64.71 | | 4. | 中铁二十一局 | 内蒙古大唐国际锡林浩特矿业有限 公 司 胜 利 东 二 号 露 天 煤 矿 2026-203 ...

转自：推广 文 | 夏明明 在品质住宅成为标配的当下，什么才是兑现"好服务"承诺的关键落点？中国铁建地产西U派社群给出了自己的答案。2026年2月8日，其第二届共创社群盛典 在西安举行，将舞台彻底交给业主们。这场盛会，可视作企业将"好房子、好服务"战略，转化为社区内生动力与情感连接的价值闭环的一次成功实践。 本次活动由西安市文艺两新联合会指导，中铁房地产集团华中有限公司主办，西安市未央区大明宫街道办事处、中铁建物业管理有限公司西安分公司协办， 梦想家甜品、际华冰雪、京零整装、剧核文化、彭祖药谷、西影传媒、小米之家、禾满春谷物轻食、小米之家、晓长安新陕菜、美妙普拉提等十余家品牌方 联合支持。 这场年度盛会，不仅是中国铁建地产业主才艺的集中绽放，更是企业搭台、业主唱戏，政企民同心协力、共创共建和谐社区的鲜活实践，彰显了中国铁建地 产华中公司深耕西安、太原两座核心城市，既造高品质人居产品，更献有温度物业服务的央企责任与担当。盛典现场，中国铁建地产华中公司总经理、党委 副书记宋大祝在致辞中锚定新发展坐标，他表示，2026年是"十五五"规划的开局之年，站在全新发展起点，华中公司将持续发挥央企示范引领作用，把品牌 服务力 ...