金融界2025年8月5日消息，国家知识产权局信息显示，上海建工一建集团有限公司取得一项名为"用于 超厚筏板施工的快速部署钢筋支架的施工方法"的专利，授权公告号CN116397685B，申请日期为2023年 04月。 天眼查资料显示，上海建工一建集团有限公司，成立于1993年，位于上海市，是一家以从事房屋建筑业 为主的企业。企业注册资本100000万人民币。通过天眼查大数据分析，上海建工一建集团有限公司共对 外投资了16家企业，参与招投标项目5000次，专利信息1077条，此外企业还拥有行政许可1187个。 ...

Market Overview - The housing construction sector experienced a slight decline of 0.08% on August 4, with Chongqing Construction leading the drop [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - Notable stock performances in the housing construction sector included: - Ningbo Construction: Closed at 5.40, up 0.56% with a trading volume of 160,200 shares and a turnover of 86.03 million [1] - Shaanxi Construction: Closed at 3.90, up 0.26% with a trading volume of 128,300 shares and a turnover of 49.88 million [1] - Zhejiang Construction Investment: Closed at 9.54, up 0.10% with a trading volume of 166,200 shares and a turnover of 159 million [1] - Chongqing Construction: Closed at 3.64, down 3.45% with a trading volume of 304,700 shares and a turnover of 111 million [1] Capital Flow - The housing construction sector saw a net outflow of 24.65 million from institutional investors and 25.23 million from speculative funds, while retail investors contributed a net inflow of 49.88 million [1] - Detailed capital flow for key stocks included: - China State Construction: Net inflow of 8.68 million from institutional investors, with a net outflow of 26.31 million from speculative funds [2] - Ningbo Construction: Net inflow of 7.32 million from institutional investors, with a net outflow of 5.42 million from speculative funds [2] - Chongqing Construction: Net outflow of 21.52 million from institutional investors, with a net inflow of 21.74 million from retail investors [2]

上海建工四建集团有限公司是这场改革持续深化的直接受益者。公司凭借自身良好的信用，以提交 信用承诺书替代了原本需缴纳的几十万元投标保证金，实现"零成本"投标。"凭借信用就能投标，不仅 让资金流转更灵活，我们还能将更多资源聚焦于技术创新和业务拓展，为项目建设提质增效。"刘佩宜 感慨，这一政策真正为企业卸下资金负担，让企业轻装上阵。 2023年下半年，我市在工程建设领域试行信用承诺替代投资保证金制度，镇江经开区迅速在实践中 放大了政策红利。针对传统现金投标保证金给企业带来的负担，尤其是中小微企业资金周转难题， 经 开区推出"现金+非现金"双轨并行缴纳模式。投标单位可自由选择现金、年度投标保证保险、投标保 函、信用承诺等任一形式缴纳保证金。对于联合体项目，如年加工处理300万吨铁矿石项目工程总承 包，仅需牵头单位缴纳保证金，避免资金重复占用。 回忆参与姚桥工业园2023年度市政道路景观工程投标时的情景，江苏威亚达建设有限公司负责人蒋 律记忆犹新："这一纸信用承诺系统签章提交上去，既省去了企业线下办手续时间，又缓解了企业现金 压力。" 镇江经开区还通过技术赋能实现投标保证金"免申即退"。除存在异议投诉等特殊情况外，招标 ...

Core Insights - The Hefei Advanced Light Source project, a major national scientific infrastructure, has successfully completed its main structure acceptance, marking significant progress in its development [1] Company Summary - The project is undertaken by Shanghai Construction Group's First Construction Group, showcasing the company's capabilities in handling large-scale infrastructure projects [1] - The total construction area of the Hefei Advanced Light Source project is approximately 98,000 square meters, which includes the main building, energy center, testing building, and service building [1] Industry Summary - Once completed, the Hefei Advanced Light Source will be the most advanced in the world and the only fourth-generation synchrotron radiation source in Asia, highlighting its importance in the field of scientific research and technology [1]

Core Points - Shanghai Construction Group has received approval for the registration of medium-term notes amounting to 1.5 billion yuan [1] - The registration is valid for two years from the date of the notification and is underwritten by Dongfang Securities [1] - The funds raised from the issuance of these notes are intended for repaying maturing debts [1] Summary by Sections Registration Details - The registered amount for the medium-term notes is 1.5 billion yuan [1] - The company can issue the notes in tranches during the registration period [1] - Any issuance must be reported to the trading association prior to filing [1] Fund Utilization - The proceeds from the medium-term notes will be used to repay existing debts [1] - The company will provide updates on the progress of the issuance as it occurs [1]

Investment Rating - The report maintains a "Buy" recommendation for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with a broad infrastructure investment growth rate of 8.9% in the first half of 2025, despite a slight decline from previous values [3][30] - Real estate investment continues to face pressure, with a 11.2% year-on-year decline in real estate development investment in the first half of 2025 [44] - The construction sector is experiencing a slight increase in fund holdings, with a fund holding market value ratio of 0.43% in Q2 2025, which is still below the standard allocation ratio of 1.77% [65][66] Summary by Sections Special Debt Issuance - The pace of special debt issuance has accelerated, with a total of 2.16 trillion yuan issued in the first half of 2025, a year-on-year increase of 45% [6][3] - The government plans to issue 4.4 trillion yuan in new local government special bonds in 2025, focusing on investment construction and land acquisition [6] Infrastructure Investment - Fixed asset investment growth has slowed, with a total of 248,654 billion yuan in the first half of 2025, reflecting a 2.8% year-on-year increase [27] - Infrastructure investment remains resilient, with significant growth in the electricity, heat, gas, and water supply sectors, which saw a 22.8% year-on-year increase [35][30] Real Estate Market - Real estate investment and sales continue to decline, with a 3.5% decrease in commodity housing sales area in the first half of 2025 [44] - New construction and completion areas have seen a narrowing decline, with new construction down 20.0% year-on-year but improving from previous months [46] Fund Holdings in Construction - Fund holdings in the construction sector have slightly increased, with a market value of 132.95 billion yuan in Q2 2025, reflecting a 9.24% increase from Q1 2025 [65] - The construction sector remains underweight compared to the standard allocation, indicating potential for growth [65][66] Recommendations - The report recommends focusing on stable growth, high dividends, overseas expansion, and regional construction projects, highlighting companies such as China State Construction, China Railway, and others [3][1]

证券日报网讯 7月30日晚间，上海建工发布公告称，经公司2024年年度股东大会审议通过，公司向中国 银行间市场交易商协会（简称"交易商协会"）申请发行中期票据。近日，公司收到交易商协会出具的 《接受注册通知书》，主要内容如下：一、公司中期票据注册金额为15亿元，注册额度自通知书落款之 日起2年内有效，由东方证券股份有限公司主承销。二、公司在注册有效期内可分期发行中期票据，接 受注册后如需备案发行，应事前先向交易商协会备案。公司应按照有权机构决议及相关管理要求，进行 发行管理。发行完成后，应通过交易商协会认可的途径披露发行结果。 （编辑 任世碧） ...

Group 1 - The stock price of Shanghai Construction Group remained stable at 2.53 yuan as of July 30, 2025, with a trading volume of 1.3354 million hands and a transaction amount of 338 million yuan [1] - Shanghai Construction Group is primarily engaged in construction, real estate development, and building industry, being a major state-owned construction enterprise in Shanghai with operations in various sectors including housing construction and municipal engineering [1] - The company announced on July 30 that it received approval for a medium-term note registration of 1.5 billion yuan, valid for two years from the date of the notice, with the funds intended for repaying maturing debts [1] Group 2 - In the first quarter of 2025, Shanghai Construction Group achieved an operating revenue of 40.316 billion yuan [1] - On July 30, the net outflow of main funds was 25.4219 million yuan, accounting for 0.11% of the circulating market value [1]

Market Overview - The housing construction sector experienced a slight decline of 0.01% on July 30, with high-profile company GaoXin Development leading the drop [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Stock Performance - Notable stock performances in the housing construction sector included: - Ningbo Construction (601789) closed at 5.52, up 0.55% with a trading volume of 315,500 shares and a turnover of 173 million yuan - China State Construction (601668) closed at 5.76, up 0.17% with a trading volume of 1,512,200 shares and a turnover of 874 million yuan - GaoXin Development (000628) closed at 44.35, down 1.64% with a trading volume of 50,900 shares and a turnover of 227 million yuan [1] Capital Flow - The housing construction sector saw a net outflow of 103 million yuan from institutional investors, while retail investors contributed a net inflow of 93.48 million yuan [1] - Detailed capital flow for selected stocks showed: - Ningbo Construction had a net inflow of 6.65 million yuan from institutional investors, while retail investors had a net outflow of 4.08 million yuan [2] - China State Construction experienced a net outflow of 17.95 million yuan from institutional investors, but retail investors had a net inflow of 18.19 million yuan [2] - GaoXin Development faced a net outflow of 10.57 million yuan from institutional investors, while retail investors had a net inflow of 6.40 million yuan [2]

一、公司中期票据注册金额为15亿元，注册额度自通知书落款之日起2年内有效，由东方证券股份有限 公司主承销。二、公司在注册有效期内可分期发行中期票据，接受注册后如需备案发行，应事前先向交 易商协会备案。公司应按照有权机构决议及相关管理要求，进行发行管理。发行完成后，应通过交易商 协会认可的途径披露发行结果。 格隆汇7月30日丨上海建工(600170.SH)公布，近日，公司收到交易商协会出具的《接受注册通知书》 （中市协注〔2025〕MTN701号），主要内容如下： ...