Investment Rating - The report maintains an investment rating of "Outperform the Market-B" for the construction industry [5]. Core Viewpoints - The launch of the Three Gorges Waterway New Channel project marks a significant step forward, with an estimated static total investment of approximately 76.6 billion yuan and a total construction period of 100 months, excluding a 12-month preparatory period [1][15]. - The project includes two main components: the Three Gorges Hub New Channel Project and the Gezhouba Navigation Capacity Expansion Project, which are expected to stimulate demand across the upstream and downstream industrial chains [2][17]. - The report suggests focusing on investment opportunities in water conservancy construction, particularly in companies like China Communications Construction, China Electric Power Construction, and China Energy Construction [9][17]. Summary by Sections Industry Dynamics - The Three Gorges Waterway New Channel project has initiated its bidding process, indicating a substantial release of demand in the upstream and downstream industrial chains [15][17]. - In the first four months of the year, national water conservancy construction investment reached 294.36 billion yuan, with 26,800 projects implemented, including 11,149 new projects [2][17]. Market Performance - The construction industry saw a weekly increase of 1.25%, underperforming the Shenzhen Composite Index but outperforming the Shanghai Composite Index and the CSI 300 [18]. - The report highlights that 121 companies in the construction sector recorded increases, with 73.78% of companies showing positive performance [20]. Key Focus Stocks - The report identifies key stocks to watch, including China Communications Construction, China Electric Power Construction, and China Energy Construction, which are expected to benefit from the ongoing projects [9][26]. - The report also emphasizes the importance of state-owned enterprises in the construction sector, suggesting that their fundamentals are likely to improve due to macroeconomic policies [10][11].

【今日焦点】 中国中铁(00390.HK)近期中标912亿元重大工程 中国交通建设(01800.HK)公告，自2021年9月15日中交集团首次增持日起，截至到2022年9月14日，本次 增持计划实施期限届满。在增持计划实施期间，中交集团基于对公司价值的认可及未来持续稳定发展的 信心，已累计增持公司264,466,000股H股股份，累计增持比例为公司已发行总股份的1.64%。截至2022 年9月14日，中交集团持有公司股份9,639,082,604股(其中：A股9,374,616,604股，H股264,466,000股)， 约占公司总股本的59.63%。 首程控股(00697.HK)：国管控股拟购买7.28亿股公司股份 中国中铁(00390.HK)公告，近期，公司中标多项重大工程，工程中标价合计约人民币912亿元，约占公 司中国会计准则下2021年营业收入的8.52%。 中国人民保险集团(01339.HK)：1-8月保费收入4524.61亿元 同比增长9.89% 中国人民保险集团(01339.HK)发布公告，公司2022年1月1日至8月31日经由子公司人保财险、人保寿险 及人保健康所获得的原保险保费收入分别为人 ...

A 股股份代码：601800 H 股股份代码：1800 2024 年年度股东会 会议材料 中国交通建设股份有限公司 2025 年 6 月 16 日 股东会会议材料 会议须知 为维护全体股东的合法权益，确保股东会的正常秩序和 议事效率，保证会议顺利进行，本公司根据《公司法》《上 市公司股东会规则》以及《公司章程》的规定，特制定本须 知。 一、参会股东及股东代表须携带身份证明（股票账户卡、 身份证、法人股东的营业执照等）及相关授权文件办理会议 登记手续及有关事宜。 二、出席本次年度股东会的股东及股东代表应于 2025 年 6 月 13 日 8:30-11:30，13:30-16:30 之间办理会议登记。 三、会议按照法律、法规、有关规定和《公司章程》的 规定进行，请参会人员自觉维护会议秩序，防止不当行为影 响其他股东合法权益。 四、谢绝个人进行录音、拍照及录像。 五、股东要求在股东会上发言的，应在发言议程进行前 到会议登记处进行登记。会议主持人根据会议登记处提供的 名单和顺序安排发言。股东提问应举手示意，并按照主持人 的安排进行。 六、股东发言、质询的总时间控制在 30 分钟之内。股 东发言或提问应围绕本次会议议 ...

老挝学生专注听讲。主办方供图 人民网曼谷6月4日电 （记者杨一）万象消息：近日，中交集团中国水利电力对外有限公司（以下简称"水电对外"）在老挝国立大学开展"澜湄绿色课 堂"教学活动，中国河海大学水利水电学院教授周建旭受邀现场教学，老挝国立大学、老挝理工学院共计190余名学生前来听讲。 活动伊始，水电对外老挝分公司代表对参加活动的师生表示热烈欢迎，希望借此契机，发扬澜湄合作精神，向更多当地年轻学子传递绿色发展理念，共 享能源领域经验技术与成果。老挝国立大学校方代表表示，老挝国立大学愿在人才培养方面与中国企业加强务实合作，为老挝水电领域培养更多高素质人 才。 周建旭以"水电能源开发利用的典型成就和关键技术"为主题，通过展示中国水电站、抽水蓄能电站、水风光储互补能源项目等绿色工程和在老典型项 目，深入浅出地讲解电站如何化奔流为光明、如何守护流域生态平衡，帮助学生们更直观地掌握能源知识。周建旭还对水电工程技术进行了系统全面的讲 解，展现"双碳"目标下绿色清洁能源技术的现状和发展趋势。课堂上，学生们积极互动交流，参与建设运营老挝南立1-2水电站的中老方工程师分享了工程 建设、项目管理方面的实践案例与经验成效。 老挝国立 ...

Core Viewpoint - China Communications Construction Company (CCCC) is actively managing its market value through share buybacks and shareholder returns, aiming to enhance investor confidence and stabilize its stock price [2][3][4]. Group 1: Share Buyback and Capital Management - On May 30, CCCC announced a plan to repurchase A-shares with a budget between 5 billion and 10 billion yuan, with a maximum buyback price of 13.58 yuan per share, potentially acquiring 45.45 million to 90.91 million shares, representing 0.28% to 0.56% of total shares [3][4]. - The buyback is part of a broader strategy to improve company valuation and manage market perception, as indicated by the chairman's proposal [4]. - CCCC's controlling shareholder, China Communications Construction Group, also plans to increase its holdings in H-shares by investing between 2.25 billion and 5 billion yuan [2][4]. Group 2: Financial Performance and Dividends - In Q1, CCCC reported revenues of approximately 154.6 billion yuan and a net profit attributable to shareholders of about 5.4 billion yuan, showing some adjustments compared to the previous year [2]. - The company has a strong history of returning value to shareholders, having distributed a total of 487.35 billion yuan in cash dividends since its IPO in 2012, with a dividend payout ratio averaging 19.62% [6][8]. Group 3: Contracting and Revenue Growth - CCCC signed new contracts worth 553.03 billion yuan in the first three months of the year, a year-on-year increase of 9.02%, with significant growth in energy engineering projects, which saw a 185.36% increase [2]. - The company is focusing on expanding its international business, achieving new contracts worth 359.73 billion yuan overseas, a 12.50% increase, particularly in Belt and Road Initiative countries [9]. Group 4: Research and Development - CCCC has invested over 1 trillion yuan in R&D over the past five years, with a focus on overcoming critical technological challenges [10]. - By the end of 2024, the company will have approximately 34,000 R&D personnel, accounting for 25% of its total workforce, and has received numerous national awards for its technological advancements [11].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601800 证券简称：中国交建 公告编号：临2025-022 中国交通建设股份有限公司 第五届董事会第四十九次会议 决议公告 中国交通建设股份有限公司（简称公司或本公司）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。 2025年5月23日，公司以书面形式发出本次董事会会议通知。2025年5月30日，本次董事会以现场方式召 开。董事会会议应当出席的董事人数7名，实际出席会议的董事人数7名。会议由董事长王彤宙主持，会 议召开程序及出席董事人数符合有关规定，表决结果合法有效。会议形成如下决议： 一、审议通过《关于公司2025年全面预算方案的议案》 （一）同意公司2025年全面预算方案。 （二）本议案在提交董事会审议前已经审计与内控委员会会议审议通过。 （三）本议案尚需提交公司2024年年度股东会审议批准。 表决结果：同意【7】票，反对【0】票，弃权【0】票。 二、审议通过《关于回购公司A股股份方案的议案》 （一）同意回购公司A股股份的方案。 （二）该事项的详细情况请参见公司在上 ...

Group 1 - The core point of the announcement is the addition of temporary proposals for the 2024 annual shareholders' meeting of China Communications Construction Company Limited, scheduled for June 16, 2025 [1] - The temporary proposals include discussions on the 2025 comprehensive budget plan and the A-share repurchase plan, which have been approved by the company's board and supervisory board [2] - The shareholders' meeting will take place at the company's headquarters in Beijing, with provisions for both on-site and online voting [2][3] Group 2 - The stock registration date for the shareholders' meeting remains unchanged, ensuring that eligible shareholders can participate [3] - The meeting will include various non-cumulative voting proposals, such as the review of the 2024 profit distribution plan and the 2025 pre-dividend proposal [5][6] - The company has outlined the procedures for proxy voting, allowing shareholders to delegate their voting rights for the meeting [8][9]

一、 股东会有关情况 （一）股东会的类型和届次： 证券代码：601800 证券简称：中国交建 公告编号：临 2025-025 中国交通建设股份有限公司 关于2024年年度股东会增加临时提案的公告 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法律责任。 2024年年度股东会 （二）股东会召开日期：2025 年 6 月 16 日 （三）股权登记日 | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | | Ａ股 | 601800 | 中国交建 | 2025/6/9 | 二、 增加临时提案的情况说明 （一）提案人：中国交通建设集团有限公司 （二）提案程序说明 公司已于2025 年 5 月 17 日公告了股东会召开通知。现根据公司回购 A 股股 份等相关事项最新进展，按照《公司法》、公司《章程》相关要求，公司提请由 单独或者合计持有59.42%股份的股东中国交通建设集团有限公司（简称中交集团） 提议增加临时提案。中交集团于2025 年 5 月 30 日临时提案书面提交股东会召集 人。股 ...

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Group 1: Share Buybacks and Investments - China Communications Construction Company plans to repurchase shares worth between 500 million to 1 billion yuan, with a maximum repurchase price of 13.58 yuan per share [6] - Yingtan Technology intends to adjust the upper limit of its share repurchase price from 38 yuan to 65.04 yuan per share due to recent stock price increases [3] - Zhongjian Technology is set to invest 1.402 billion yuan in a high-performance carbon fiber product project, aiming for an annual production capacity of 2,000 tons [13] Group 2: Mergers and Acquisitions - Zhejiang Longsheng plans to acquire a 37.57% stake in its subsidiary, Desida, for 697 million USD, aiming to resolve litigation issues and consolidate ownership [9] - Bohai Automotive intends to purchase equity stakes in several companies, with its stock set to be suspended from trading starting June 3, 2025, for up to 10 trading days [4] Group 3: Regulatory and Compliance Issues - Aerospace Morningstar has been suspended from participating in military procurement activities due to reported violations [2] - ST Baili received an administrative penalty notice from the Hunan Securities Regulatory Bureau for failing to disclose non-operating fund occupation matters, facing fines totaling 4 million yuan [8] - Jinfu Technology has also received an administrative penalty notice for falsely reporting revenue, with proposed fines totaling 7.5 million yuan [12] Group 4: New Listings and Stock Changes - Jiewate has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange, pending regulatory approvals [4] - ST Gengxing will change its stock name to ST Haiqin starting June 6, 2025, while maintaining its stock code [5]