| 证券代码：600170 | 证券简称：上海建工 | | | 公告编号：2025-041 | | --- | --- | --- | --- | --- | | 债券代码：240782 | 债券简称：24 | 沪建 | Y1 | | | 债券代码：240783 | 债券简称：24 | 沪建 | Y2 | | | 债券代码：241305 | 债券简称：24 | 沪建 | Y3 | | | 债券代码：241857 | 债券简称：24 | 沪建 | Y4 | | 上海建工集团股份有限公司 2025 年上半年度新签合同情况公告 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。 以上数据为阶段性统计数据，由于存在各种不确定性，可能与定期报告披露 的数据存在差异。敬请广大投资者谨慎决策，注意投资风险。 特此公告。 上海建工集团股份有限公司董事会 2025 年 7 月 15 日 2025 年 1 月至 6 月，上海建工集团股份有限公司（简称"公司"）及下属 子公司累计新签合同金额为人民币 1,302.45 亿元，详情如下： | | 合同金额 ...

Investment Rating - The report rates the construction and decoration industry as "Overweight" [2][8] Core Viewpoints - The overall investment growth rate is weak, with infrastructure investment providing relative stability amidst pressures in manufacturing and real estate. Infrastructure investment (excluding electricity) grew by 5.6% year-on-year from January to May 2025, while total infrastructure investment increased by 10.4% [2] - The report predicts that corporate profits will face pressure in the first half of 2025 due to slowing fixed asset investment growth and a focus on project quality. The expected net profit growth rates for key companies are categorized into various ranges, with some companies projected to see declines [2][3] - The report suggests that low valuations of state-owned enterprises in the construction sector may recover due to ongoing economic stimulus policies and management's market value management methods. The current PE and PB ratios for the construction industry are at 11.2X and 0.76X, respectively, indicating a bottom position [2] - Investment recommendations include state-owned enterprises such as China Chemical, China Railway, and China Railway Construction, as well as private companies like Zhi Te New Materials and Shenzhen Ruijie [2] Summary by Relevant Sections Profit Growth Predictions - Companies with a net profit growth rate below -10%: China Railway, China Railway Construction, China Metallurgical Group, China Power Construction, Shanghai Construction, Honglu Steel Structure, Southeast Network Framework [3] - Companies with a net profit growth rate between -10% and 0%: China Communications Construction, Sichuan Road and Bridge [3] - Companies with a net profit growth rate between 0% and 10%: China Energy Engineering, China Steel International, Anhui Construction, Donghua Technology [3] - Companies with a net profit growth rate between 10% and 20%: China Chemical [3] - Companies with a net profit growth rate above 20%: Zhi Te New Materials, Shenzhen Ruijie [3] Valuation Table - The report includes a valuation table for key companies in the construction industry, detailing their stock prices, EPS, PE ratios, and projected net profit growth rates for 2024A, 2025E, and 2026E [3]

孙占托表示，桔井湄公河特大桥将显著改善当地以摆渡船为主的河道交通条件，能够有效打通湄公河两 岸在教育、医疗、农产品物流与旅游出行等方面的"瓶颈"，有助于提升地方经济活力，促进柬埔寨东北 部与全国干线交通网络的衔接。他特别指出，该大桥建成后将助力东盟和大湄公河次区域互联互通建 设，是中柬共建"一带一路"的最新成果。 当天，柬埔寨公共工程与运输部大臣宾波尼、柬埔寨桔井省政府官员，以及中资企业代表、桥梁工人、 当地学校师生及民众也出席了合龙仪式。 柬埔寨公共工程与运输部相关负责人指出，该桥所处位置对内衔接柬埔寨桔井省、蒙多基里省等农业重 地，对外将成为柬埔寨连接老挝、越南、泰国的交通节点。项目配套道路也将纳入大湄公河次区域 （GMS）合作体系与泛亚铁路联动规划之中，为多边贸易提供更高效的通行通道。 中国青年报客户端金边7月8日电（中青报·中青网驻柬埔寨记者 王岩）当地时间7月7日，柬埔寨桔井湄 公河特大桥（柬中友谊桔井湄公河大桥）合龙仪式在桔井省举行。该桥由上海建工集团承建，是湄公河 干流上首座中方援建的大型桥梁。柬埔寨副首相兼发展理事会第一副主席孙占托在合龙仪式上表示，这 座大桥既是设施联通之桥，更是柬中民心相通 ...

| 证券代码：600170 | 证券简称：上海建工 | | | 公告编号：2025-040 | | --- | --- | --- | --- | --- | | 债券代码：240782 | 债券简称：24 | 沪建 | Y1 | | | 债券代码：240783 | 债券简称：24 | 沪建 | Y2 | | | 债券代码：241305 | 债券简称：24 | 沪建 | Y3 | | | 债券代码：241857 | 债券简称：24 | 沪建 | Y4 | | 上海建工集团股份有限公司 关于提供担保的进展公告 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。 重要内容提示： 一、担保情况概述 （一）2025 年 6 月，因申请各类贷款、银行承兑汇票、预付款保函、履约保 函和农民工工资保函等，上海建工集团股份有限公司（以下简称"公司"）为资产 负债率高于 70%的 13 家子公司提供 14.23 亿元担保，为资产负债率低于 70%的 1 家合营企业提供 0.10 亿元担保，合计提供 14.33 亿元担保。详情如下： | 担保人 | ...

人民网曼谷7月8日电 （记者白元琪）金边消息：7月7日，由上海建工集团承建的柬埔寨桔井湄公河特大桥成 功合龙，柬埔寨副首相兼发展理事会第一副主席孙占托主持合龙仪式，公共工程与运输部大臣宾波尼等官员，以 及中资企业代表和当地民众到场观礼。 为确保施工质量与安全，中方项目团队高度重视关键工艺控制，对挂篮锚固和行走系统安全性、块件连接、 悬臂混凝土施工、预应力张拉及管道压浆、梁跨体系转换等关键要点严格控制，保障最终全桥合龙精度达到毫米 级。 面对高温、水上和高空作业等复杂施工环境，中方技术人员不断优化施工方案。通过改装现有起重船实现水 下钢护筒的精确下沉，解决在海外有限资源条件下水中打桩设备落后的困境；引入"自动冲"装置，升级传统冲击 钻系统，提高打桩稳定性和效率；采用"全自动数控钢筋笼绕丝机"，提高了桩基钢筋笼的成品质量；通过T梁成套 标准化施工措施，提高了T梁成品控制质量。 据悉，该项目合同额超过1亿美元，由中国进出口银行提供优惠贷款。自2023年1月2日开工以来，项目主桥工 程完成约96%，整体进度达70%，预计2026年2月实现通车，9月全面竣工。 桔井湄公河特大桥航拍图。上海建工供图 桔井湄公河特大桥航拍 ...

桔井湄公河特大桥项目自2023年1月2日由柬埔寨时任首相、现任参议院主席洪森奠基以来进展顺利。截 至2025年6月底，湄公河特大桥主体工程进度已达96%，包括连接道路在内的整体工程进度已达70%。 当地时间7月7日，柬埔寨副首相兼发展理事会第一副主席孙占托(前右)、柬公共工程与运输部大臣宾波 尼(前左)出席桔井湄公河特大桥合龙仪式。(陈浩杰摄) 柬埔寨副首相兼发展理事会第一副主席孙占托主持当天仪式。柬公共工程与运输部大臣宾波尼以及驻柬 中资企业代表、桥梁工人、学校师生和民众共同见证这一重要时刻。 孙占托表示，这座大桥的建成将显著改善柬埔寨东北部地区的交通网络，促进农业、工业发展和旅游业 繁荣，同时也更加便利当地居民日常出行、学生上学和紧急医疗救治。他指出，桔井湄公河特大桥建成 后还将助力东盟和大湄公河次区域互联互通建设。(完) 中新社桔井7月7日电 (记者杨强)柬埔寨桔井湄公河特大桥合龙仪式当地时间7日在此间举行。该桥是中 柬共建"一带一路"的最新成果。当地官员指出，这座大桥既是设施联通之桥，更是柬中民心相通的友谊 之桥。 （文章来源：中国新闻网） 上述桥梁项目由中国上海建工集团承建，全长33.45公里，由湄 ...

Summary of Key Points Core Viewpoint - Shanghai Construction Group has received a total of government subsidies amounting to 548 million yuan, which significantly impacts its financial performance for the first half of 2025 [1][3]. Company Announcements - Shanghai Construction Group reported that from January 1 to June 30, 2025, it received various government subsidies totaling 548 million yuan, with 548 million yuan related to revenue, accounting for 22.79% of the company's most recent audited net profit. Approximately 494 million yuan of this amount will be recognized in the current profit and loss statement [1][3]. - The company announced the resignation of Vice President Zhou Jun due to retirement at the age limit, effective July 1, 2025. His departure is not expected to affect the company's normal operations [2][3].

| 证券代码：600170 | 证券简称：上海建工 | | | 公告编号：2025-039 | | --- | --- | --- | --- | --- | | 债券代码：240782 | 债券简称：24 | 沪建 | Y1 | | | 债券代码：240783 | 债券简称：24 | 沪建 | Y2 | | | 债券代码：241305 | 债券简称：24 | 沪建 | Y3 | | | 债券代码：241857 | 债券简称：24 | 沪建 | Y4 | | (一) 提前离任的基本情况 (二) 离任对公司的影响 截至本公告日，周军先生不存在应当履行而未履行的承诺事项。周军先生按 照公司相关规定做好交接工作，其离任不会对公司正常生产经营产生影响。 关于公司高级管理人员离任的补充公告 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。 重要内容提示： 上海建工集团股份有限公司（简称"公司"）董事会收到公司副总裁周军先 生的书面辞职报告。周军先生因到龄退休，辞去公司副总裁职务。根据相关规定， 上述辞职报告自送达董事会时生效。 高级管理人 ...

| 证券代码：600170 | 证券简称：上海建工 | | | 公告编号：2025-038 | | --- | --- | --- | --- | --- | | 债券代码：240782 | 债券简称：24 | 沪建 | Y1 | | | 债券代码：240783 | 债券简称：24 | 沪建 | Y2 | | | 债券代码：241305 | 债券简称：24 | 沪建 | Y3 | | | 债券代码：241857 | 债券简称：24 | 沪建 | Y4 | | 近日，上海建工集团股份有限公司（简称"公司"）董事会收到公司副总裁 周军先生的书面辞职报告。周军先生因到龄退休，辞去公司副总裁职务。 根据相关规定，上述辞职报告自送达董事会时生效。 公司对周军先生在担任公司副总裁期间做出的贡献和努力表示衷心的感谢！ 特此公告。 上海建工集团股份有限公司董事会 2025年7月2日 上海建工集团股份有限公司 关于高级管理人员辞职的公告 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。 ...

Group 1 - Taotao Automotive expects a net profit of 310 million to 360 million yuan for the first half of 2025, representing a year-on-year increase of 70.34% to 97.81% [1] - The company specializes in the research, production, and sales of all-terrain vehicles, electric golf carts, electric scooters, electric balance bikes, electric bicycles, and their accessories [1] - 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 [1][2] Group 2 - Annoqi's subsidiary received a government subsidy of 1.65 million yuan, accounting for 34.77% of the company's latest audited net profit [2] - Annoqi focuses on the research, production, and sales of mid-to-high-end differentiated dyes [3] - Minfeng Special Paper announced the complete shutdown of its Nanhu plant, as its Haiyan plant is now capable of handling the production capacity [4] Group 3 - Aoto Electronics received a trademark registration certificate from Saudi Arabia, covering various electronic products [5] - Landi Group plans to acquire up to 20.1667% of the shares of Jujia Technology for a total price not exceeding 121 million yuan [6][7] - Lifan Pharmaceutical's Danpi phenol raw material drug has been approved for market launch, utilizing a new process that enhances efficiency and meets market demand [8] Group 4 - Shanghai Construction received a total of 548 million yuan in government subsidies, which accounts for 22.79% of the company's latest audited net profit [8] - Wanbangde's subsidiary received ethical approval for a key clinical trial of a new drug for Alzheimer's disease [8] - Prolo Pharmaceutical's subsidiary received approval for the market launch of a new raw material drug for liver cancer treatment [9] Group 5 - Chenguang New Materials received a government subsidy of 26 million yuan, representing 62.86% of the company's latest audited net profit [10] - Sanyou Medical's subsidiary received a government subsidy of 331,000 yuan, accounting for 28.86% of the company's latest audited net profit [11] - Weichai Heavy Machinery expects a net profit of 132 million to 151 million yuan for the first half of 2025, reflecting a year-on-year increase of 40% to 60% [12] Group 6 - Guanhao Biological announced the termination of its application for a specific stock issuance [13] - China Film plans to use up to 1.5 billion yuan of idle funds for cash management [14] - Aotai Biological intends to use up to 480 million yuan of idle raised funds for cash management [15] Group 7 - Helin Micro-Nano is planning to issue overseas shares and list on the Hong Kong Stock Exchange [17] - Jinpan Technology's vice president resigned due to personal health reasons [18] - Tongyi Zhong's chairman and general manager plan to reduce their shareholdings in the company [19] Group 8 - Naipu Mining signed an overseas contract worth 18.85 million USD [21] - Zhengye Technology completed an asset sale transaction worth 178 million yuan [23] - Lianxin Equipment won a bid for a project worth 157 million yuan from BOE [24] Group 9 - Smart Control plans to apply for a comprehensive credit line of up to 260 million yuan from banks [25] - Keyuan Pharmaceutical's application for issuing shares to purchase assets has been accepted by the Shenzhen Stock Exchange [27] - Meige Intelligent's H-share listing application materials have been received by the China Securities Regulatory Commission [29] Group 10 - Siwei Tuxin's subsidiary submitted an H-share listing application [32] - Metro Design's application for issuing shares to purchase assets has been accepted by the Shenzhen Stock Exchange [32] - Aeston submitted an application for H-share listing [34] Group 11 - Jiu Ri New Materials' shareholders plan to reduce their holdings by a total of 98,900 shares [34] - Yihua Tong's shareholder plans to reduce their holdings by up to 700,000 shares [35] - Xishanghai plans to distribute a cash dividend of 0.08 yuan per share [36] Group 12 - Zhejiang Natural plans to distribute a cash dividend of 1.97 yuan for every 10 shares [37] - Kouzi Jiao plans to distribute a cash dividend of 1.30 yuan per share [38] - Huitong Group plans to distribute a cash dividend of 0.023 yuan per share [40] Group 13 - Tongyong Co. plans to reduce its holdings by up to 0.31% of the company's shares [41] - China Shenhua plans to distribute a cash dividend of 2.26 yuan for every 10 shares [43] - Huangting International's executive director resigned due to personal reasons [45] Group 14 - Jinkai New Energy plans to distribute a cash dividend of 1 yuan for every 10 shares [46] - Heimu Dan plans to distribute a cash dividend of 0.041 yuan per share [47] - Feiyada plans to acquire all or part of the controlling stake in Chang Kong Gear [48]