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陕建股份开年新签合同稳健增长 新兴业务步入商业化运营阶段
Zhong Guo Zheng Quan Bao· 2026-02-23 20:56
2026年1月,陕建股份发布公告,公司及下属子公司中标4个5亿元以上施工项目,合计金额48.34亿元。 具体来看,陕西建工集团股份有限公司迪拜分公司以26.43亿元,在阿联酋迪拜阿拉伯城中标迪拜 G+5P+45住宅楼项目(Laguna);陕西建工沣西建设有限公司以10.26亿元,在陕西省西咸新区中标理 想沣樾湾小区施工(二期)。 从区域分布看,省内沣西理想沣樾湾小区项目、新疆准东西芨路加宽改造工程、迪拜G+5P+45住宅楼项 目同期落地,形成"巩固省内、拓展省外、深耕海外"的立体化市场格局。据公司披露,省外及海外项目 占比已由过往不足三成提升至三成以上。 更值得关注的是项目结构的实质性转变。在新签合同清单中,除房建、市政等传统优势领域外,水利、 风电等绿色低碳项目开始占据一席之地。这一变化对应着陕建股份内部明确的战略转向:将新质生产力 培育纳入考核体系,设立新兴产业孵化专项,加速布局低空经济、新型建筑材料等前沿赛道。公司相关 负责人表示,传统施工业务毛利空间收窄已是行业共性,必须通过产业结构调整打开新增长极,而风 电、光伏、城市更新等方向正是当前政策与市场的双重交汇点。 ● 本报记者 何昱璞 2026年开年, ...
陕建股份开年新签合同稳健增长新兴业务步入商业化运营阶段
Zhong Guo Zheng Quan Bao· 2026-02-23 20:18
更值得关注的是项目结构的实质性转变。在新签合同清单中,除房建、市政等传统优势领域外,水利、 风电等绿色低碳项目开始占据一席之地。这一变化对应着陕建股份内部明确的战略转向:将新质生产力 培育纳入考核体系,设立新兴产业孵化专项,加速布局低空经济、新型建筑材料等前沿赛道。公司相关 负责人表示,传统施工业务毛利空间收窄已是行业共性,必须通过产业结构调整打开新增长极,而风 电、光伏、城市更新等方向正是当前政策与市场的双重交汇点。 ● 本报记者 何昱璞 2026年开年,陕建股份经营工作呈现稳健开局。公司近日披露,1月份实现新签合同额近50亿元,在延 续近年平稳增长态势的同时,业务结构与市场布局出现实质性优化。其中,水利、风电等绿色基建项目 批量落地,省外及海外项目占比首次突破三成;城市体检、光伏发电等新兴赛道亦相继进入商业化运营 阶段。从施工主业延伸至城市体检、光伏能源等新兴领域,陕建股份正以多元布局对冲周期性压力,以 产业升维重塑增长逻辑。 新签合同稳增 2026年1月,陕建股份发布公告,公司及下属子公司中标4个5亿元以上施工项目,合计金额48.34亿元。 具体来看,陕西建工集团股份有限公司迪拜分公司以26.43亿元, ...
陕建股份近期中标重大项目,业绩预告净利润大幅下降
Jing Ji Guan Cha Wang· 2026-02-14 05:58
Core Viewpoint - Shan Jian Co., Ltd. (600248) has recent updates regarding major project bids, restructuring progress, earnings forecasts, and expansion into emerging businesses [1] Group 1: Contract Progress - In January 2026, the company and its subsidiaries won four construction projects, each exceeding 500 million yuan, with a total value of 4.834 billion yuan, including a residential project in Dubai and community construction in Xixian New Area, involving both domestic and international markets. These projects have been disclosed through announcements, but specific implementation remains uncertain [2] Group 2: Restructuring Progress - Yan Chang Hua Jian plans to absorb and merge Shan Jian Co., Ltd. through a share swap, with a preliminary issuance price set at 3.84 yuan per share. The audit and evaluation work is not yet complete, and further attention is needed on the transaction's progress [3] Group 3: Earnings Performance - In January 2026, the company released its earnings forecast for 2025, expecting a net profit attributable to shareholders of the parent company to be between 156 million yuan and 234 million yuan, representing a significant decline year-on-year, primarily due to credit impairment losses and a decrease in operating revenue. Final figures will be confirmed in the audited annual report [4] Group 4: Business Development - The company continues to expand in the renewable energy sector, undertaking wind power, photovoltaic, and energy storage projects, including the Weinan Taian Da Linwei District wind power project, reflecting a direction of business diversification [5]
今日晚间重要公告抢先看——紫光股份:拟定增募资用于收购新华三6.98%股权等;中微半导:拟在四川资阳建设IPM产线项目
Jin Rong Jie· 2026-02-11 13:57
Group 1: Major Announcements - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in New H3C and for other projects [2] - Zhongwei Semiconductor intends to establish an IPM production line project in Ziyang, Sichuan, using 1.21 billion yuan of leftover IPO funds [2] - Kaiying Network has signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [2] Group 2: Project Developments - Blue Ocean Huaten plans to invest 8 million yuan in Wanren Technology to support its daily operations and AI project development [4] - Yuedian Power A has successfully put into operation the expansion project of the Huizhou Power Plant, which includes two 1000MW units [7] - Longmag Technology intends to raise up to 760 million yuan for its second phase project in Vietnam and chip inductor manufacturing [8] Group 3: Financial Performance - Top Group expects a net profit of 2.6 billion to 2.9 billion yuan for 2025, a decrease of 3.35% to 13.35% year-on-year due to rising raw material costs and increased market competition [20] - Jingchen Technology reported a net profit of 871 million yuan for 2025, a 6% increase year-on-year, with record high sales of over 174 million chips [21] - Guodian Xintong's net profit for 2025 is projected at 678 million yuan, a decline of 16.91% year-on-year, primarily due to increased credit impairment losses and tax expenses [22] Group 4: Shareholder Actions - Jieshun Technology's actual controller plans to reduce holdings by up to 2.8% of the company's shares [27] - Lihexing's controlling shareholder and concerted actors plan to collectively reduce their holdings by up to 1% [27] - Kory Technology's shareholders plan to reduce their holdings by a total of up to 3.13% [29] Group 5: Stock Buybacks - Quzhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan, with a maximum price of 6.48 yuan per share [30]
A股公告精选 | *ST松发(603268.SH):下属公司签订17-20亿美元造船合同
智通财经网· 2026-02-11 12:25
Group 1 - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in H3C and for other projects [1] - Dawi Technology's Zhangbei data center project will not involve computing power leasing and is expected to have minimal revenue contribution in 2025 [2] - Kaixin Network's subsidiary signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [3] Group 2 - Newray plans to acquire a 70% stake in PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position [4] - Shangwei New Materials' embodied intelligent robot business is still in the product development stage and has not yet generated revenue [5] - Lanshi Heavy Industry's deputy general manager is under investigation for suspected violations, but the company's operations remain unaffected [6] Group 3 - Tianji Technology is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations are normal [8] - Top Group expects a net profit decline of 3% to 13% in 2025, despite revenue growth of 8.08% to 14.10% [9] - Shoulu Hotel's subsidiary plans to invest 281 million yuan in a new hotel property project, expected to enhance its business scale and profitability [10] Group 4 - Pingzhi Information plans to raise no more than 1 billion yuan for the construction of a domestic intelligent computing center [11] - Dongfang Guoxin's Inner Mongolia intelligent computing center project has been partially completed, contributing a small revenue share [12] - Zhongwei Semiconductor intends to allocate 1 billion yuan of surplus fundraising for a new investment project [13] Group 5 - Guolin Technology plans to issue up to 16.5 million shares, which will increase its total share capital to 201 million shares [14] - Dabeinong reported a 22.71% year-on-year increase in pig sales in January [15] - Qiu Tai Technology sold 41.48 million mobile camera modules in January, a 19.5% year-on-year increase [19]
晚间公告|2月11日这些公告有看头
Di Yi Cai Jing· 2026-02-11 10:25
Group 1 - Unisplendour Corporation has decided to terminate its plan to issue H-shares and list on the Hong Kong Stock Exchange due to strategic development considerations [2] - Yuandong Biotech is participating in a follow-up procurement for 13 products, with expected sales revenue of approximately 651 million yuan in 2024, accounting for 48.25% of total revenue [3] - Blue Lithium has terminated its participation in the GreenMei Indonesia project due to strategic adjustments by GreenMei, with no significant impact on its operations [4] Group 2 - Jinhaitong plans to invest up to 400 million yuan in the construction of a semiconductor equipment manufacturing center in Shanghai, covering an area of 55,000 square meters [5] - Kaiying Network's subsidiary has signed a settlement agreement with Legend IP, which is expected to positively impact profits by approximately 200 million yuan [6] - Newray plans to acquire 70% of PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position in the PCB tool sector [7] Group 3 - Longbai Group intends to acquire a 5.46% stake in Yunnan Guotai for 234 million yuan [8] - Dawi Technology's Zhangbei data center project is set to be completed by October 2025, primarily providing customized standard data center environments [9] Group 4 - Guobang Electronics reported a net profit of 508 million yuan for 2025, a year-on-year increase of 4.72%, despite a revenue decline of 7.92% [11] - Daotong Technology achieved a net profit of 935 million yuan in 2025, reflecting a significant year-on-year growth of 45.89% [12] - Jingchen Co. reported a net profit of 871 million yuan for 2025, with a growth of 6% year-on-year [13] Group 5 - Qizhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan to implement an employee stock ownership plan [17] - Keri Technology's shareholders plan to reduce their holdings by a total of up to 3.13% of the company's shares [19] Group 6 - Roman Co. signed a 260 million yuan contract for a wind power project, with the company’s share of the contract amounting to approximately 190 million yuan [21] - Zhongke Haixun is expected to win projects totaling approximately 288 million yuan [22] - Shan Jian Co. won four construction projects with a total value of 4.834 billion yuan [23]
陕建股份(600248.SH)1月中标多个重大项目
智通财经网· 2026-02-11 08:05
智通财经APP讯,陕建股份(600248.SH)发布公告,2026年1月,公司及下属子公司中标多个5亿元以上 施工项目,项目名称包括:迪拜G+5P+45住宅楼项目(Laguna)等。 ...
陕建股份1月中标多个重大项目
Zhi Tong Cai Jing· 2026-02-11 08:05
陕建股份(600248)(600248.SH)发布公告,2026年1月,公司及下属子公司中标多个5亿元以上施工项 目,项目名称包括:迪拜G+5P+45住宅楼项目(Laguna)等。 ...
陕建股份:1月中标4个5亿元以上项目,金额合计48.34亿元
Di Yi Cai Jing· 2026-02-11 08:02
陕建股份公告,2026年1月,公司及下属子公司中标4个5亿元以上施工项目,中标金额合计48.34亿元。 其中,迪拜G+5P+45住宅楼项目(Laguna)中标金额26.43亿元,地点为阿联酋迪拜阿拉伯城;理想沣樾湾 小区施工(二次)中标金额10.26亿元,位于陕西省西咸新区;三万立方米成品油库等建设施工工程总 承包中标6.0亿元,位于贵州省黔南布依族苗族自治州;金利阳光国际农贸城(二期)中标5.65亿元,位 于陕西省咸阳市。 ...
陕建股份(600248) - 陕西建工集团股份有限公司重大项目中标公告
2026-02-11 08:00
重大项目中标公告 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。 2026年1月,陕西建工集团股份有限公司及下属子公司中标5亿元以上施工项 目情况如下: | 序号 | 项目名称 | 中标人 | 中标金额 | 项目地点 | | --- | --- | --- | --- | --- | | | | | (亿元) | | | 1 | 迪 拜 G+5P+45 住 宅 楼 项 目 | 陕西建工集团股份有 | 26.43 | 阿联酋迪 拜阿拉伯 | | | (Laguna) | 限公司迪拜分公司 | | 城 | | 2 | 理想沣樾湾小区施工(二次) | 陕西建工沣西建设有 限公司 | 10.26 | 陕西省 西咸新区 | | 3 | 三万立方米成品油库建设、独 山县天洞加油站、贵定县贵黄 加油站、惠水县龙泉加油站、 瓮安县猴场加油站、瓮安县高 | 陕西化建工程有限责 | 6.0 | 贵州省 黔南布依 族苗族自 | | | 水加油站、瓮安县岚关加油 | 任公司 | | | | | 站、瓮安县永和加油站、荔波 | | | 治州 | | | ...