Group 1 - The core point of the article is that Shaanxi Construction Group Co., Ltd. has secured significant construction projects worth over 500 million yuan, indicating strong business performance and growth potential [1] - The company won the EPC contract for the Guangxi Quanzhou Phoenix Ridge 150MW wind power project with a bid amount of 649 million yuan [1] - Additionally, the company secured the EPC contract for the second phase of the infrastructure construction project in the Horgos Economic Development Zone, totaling 513 million yuan [1] Group 2 - For the year 2024, the revenue composition of Shaanxi Construction Group is as follows: engineering contracting accounts for 92.81%, petrochemical engineering business accounts for 6.02%, other industries account for 0.81%, and other businesses account for 0.36% [1] - As of the report date, the market capitalization of Shaanxi Construction Group is 14.7 billion yuan [1]

证券代码：600248 证券简称：陕建股份 公告编号：2025-079 陕西建工集团股份有限公司 2025 年 1-9 月经营情况简报 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。 一、1-9月新签合同情况 经初步统计，2025年1月至9月，陕西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2020个，新签合同金额为1,879.79亿元。 二、7-9月新签较大合同情况 7月至9月，公司新签单笔合同金额在5亿元人民币以上的较大施工项目合同 情况如下： | 序号 | 合同签订主体 | 项目（合同）名称 | 合同金额 （亿元） | | --- | --- | --- | --- | | 1 | 陕西建工集团股份有限公司 | 观山湖区金华片区棚户区城中村改 造安置房项目（一标段） | 9.35 | | 2 | 陕西建工第四建设集团有限 | 大华片区 DK7 安居安置建设项目工 | 7.98 | | | 公司 | 程总承包(EPC) | | | 3 | 陕西建工第七建设集团有限 公司 | 沙屿海小区项目 | 7.94 ...

证券代码：600248 证券简称：陕建股份 公告编号：2025-078 陕西建工集团股份有限公司 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。 2025年9月，陕西建工集团股份有限公司下属子公司中标5亿元以上施工项目 情况如下： | 序 | 项目名称 | 中标人 | 中标金额 | 项目地点 | | --- | --- | --- | --- | --- | | 号 | | | （亿元） | | | 1 | 广西全州凤凰岭150MW风电项目 EPC总承包工程 | 陕西建工基础建设 集团有限公司 | 6.49 | 广西壮族 自治区 | | | | | | 桂林市 | | 2 | 霍尔果斯经济开发区伊宁园区 | 新疆陕建天山建设 工程有限公司、陕西 | | 新疆维吾 | | | | | | 尔自治区 | | | 新材料产业园二期基础设施建 | 建工机械施工集团 | 5.13 | 伊犁哈萨 | | | 设项目(EPC) | 有限公司（联合体成 | | | | | | | | 克自治州 | | | | 员） | | ...

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： 被担保人：陕西建工第八建设集团有限公司等 11 家，不存在关联担保 本次对外担保金额：2025 年 9 月对外担保金额合计 14.48 亿元 证券代码：600248 证券简称：陕建股份 公告编号：2025-077 陕西建工集团股份有限公司 关于提供担保的进展公告 对外担保累计余额：截至 2025 年 9 月 30 日，公司对外担保累计余额为 336.75 亿元 对外担保逾期的累计数量：无 特别风险提示：公司及控股子公司对外担保总额超过最近一期经审计归 母净资产 100%，本次被担保人除陕西建工装配式智造科技有限公司外，资产负 债率均超过 70%，敬请投资者注意相关风险 一、担保情况概述 （一）担保进展情况 为满足子公司向银行申请融资的正常经营资金需求，2025 年 9 月，陕西建 工集团股份有限公司（以下简称"公司"）及子公司累计为 11 家公司提供 14.48 亿元担保。本次被担保人除陕西建工装配式智造科技有限公司外，资产负债率均 超过 70%。具体担保情况如下 ...

格隆汇10月14日丨陕建股份(600248.SH)公布，2025年9月，陕西建工集团股份有限公司下属子公司中标5亿元以上施工项目情况如 下： | 序 | 项目名称 | 中标人 | 中标金额 | 项目地点 | | --- | --- | --- | --- | --- | | 를 | | | (亿元) | | | 1 | 广西全州凤凰岭150MW风申项目 | 陕西建工基础建设 | | 厂 西壮族 | | | EPC总承包工程 | 集团有限公司 | 6. 49 | 自治区 | | | | | | 桂林市 | | 2 | 霍尔果斯经济开发区伊宁园区 新材料产业园二期基础设施建 | 新疆陕建天山建设 | | 新疆维吾 尔自治区 | | | | 工程有限公司、陕西 | | | | | | 建工机械施工集团 | 5.13 | | | | 设项目(EPC) | 有限公司(联合体成 | | 伊犁哈萨 | | | | 员) | | 克自治州 | ...

Core Viewpoint - Shaanxi Construction Group Co., Ltd. has secured significant construction projects exceeding 500 million yuan, indicating strong growth and opportunities in the infrastructure sector [1] Group 1: Project Details - The company won the bid for the Guangxi Quanzhou Phoenix Ridge 150MW Wind Power Project with a contract value of 649 million yuan, located in Guilin City, Guangxi Zhuang Autonomous Region [1] - Another project awarded is the Phase II Infrastructure Construction of the New Material Industry Park in the Horgos Economic Development Zone, with a bid amount of 513 million yuan, located in Yili Kazakh Autonomous Prefecture, Xinjiang Uygur Autonomous Region [1]

格隆汇10月14日丨陕建股份(600248.SH)公布，经初步统计，2025年1月至9月，陕西建工集团股份有限 公司及下属子公司累计新签合同2020个，新签合同金额为1,879.79亿元。 ...

Core Insights - The housing construction sector experienced a decline of 0.9% on October 13, with Ningbo Construction leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Sector Performance - The housing construction sector stocks showed mixed performance, with notable declines in several key companies: - Zhejiang Construction: closed at 9.33, down 0.64% - China State Construction: closed at 5.57, down 0.71% - Chongqing Construction: closed at 3.31, down 0.90% - Ningbo Construction: closed at 5.56, down 2.46% [1] - The total net outflow of funds in the housing construction sector was 1.82 billion yuan, with retail investors showing a net inflow of 2.09 billion yuan [1] Fund Flow Analysis - Major fund flows indicated: - Ningbo Construction: net inflow of 866.46 million yuan from major funds, but a net outflow of 2270.16 million yuan from retail investors [2] - China State Construction: net inflow of 777.58 million yuan from major funds, with a net outflow of 532.60 million yuan from retail investors [2] - High New Development: significant net outflow of 4788.17 million yuan from major funds, while retail investors had a net inflow of 2317.52 million yuan [2]

Core Insights - The housing construction sector experienced a 0.5% increase on October 10, with Shaanxi Construction leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Sector Performance - Shaanxi Construction (600248) closed at 3.94, up 1.81% with a trading volume of 299,800 shares and a turnover of 117 million yuan [1] - Zhejiang Construction Investment (002761) closed at 68.6, up 1.08% with a trading volume of 169,900 shares and a turnover of 159 million yuan [1] - China State Construction (601668) closed at 5.61, up 0.90% with a trading volume of 3,333,700 shares and a turnover of 1.867 billion yuan [1] - Ningbo Construction (601789) closed at 5.70, up 0.71% with a trading volume of 600,700 shares and a turnover of 342 million yuan [1] - Other notable performances include Chongqing Construction (600939) up 0.60%, Longyuan Construction (600491) up 0.57%, while Shanghai Construction (600170) and Gaoxin Development (000628) saw declines of 2.27% and 3.55% respectively [1] Capital Flow Analysis - The housing construction sector saw a net outflow of 42.1 million yuan from institutional investors and a net outflow of 106 million yuan from speculative funds, while retail investors contributed a net inflow of 149 million yuan [1] - China State Construction had a net inflow of 12.9 million yuan from institutional investors, while experiencing a net outflow of 83.6 million yuan from speculative funds [2] - Shaanxi Construction saw a net inflow of 19.8 million yuan from institutional investors, but a net outflow of 15.5 million yuan from speculative funds [2] - High New Development (000628) experienced a significant net outflow of 55.4 million yuan from institutional investors, while retail investors contributed a net inflow of 49.6 million yuan [2]

Core Insights - The housing construction sector experienced a 2.22% increase on October 9, with high new development leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Sector Performance - High New Development (code: 000628) led the sector with a closing price of 55.70, up 6.20%, and a trading volume of 235,500 shares, amounting to a transaction value of 1.294 billion [1] - Shanghai Construction (code: 600170) followed with a closing price of 3.09, up 4.75%, and a trading volume of 8.0476 million shares, with a transaction value of 245.6 million [1] - China State Construction (code: 601668) closed at 5.56, up 2.02%, with a trading volume of 2.9175 million shares and a transaction value of 1.609 billion [1] Capital Flow - The housing construction sector saw a net inflow of 242 million in main funds, while retail funds experienced a net outflow of 93.2688 million [1] - Main fund inflows for Shanghai Construction were 154 million, while retail funds saw a net outflow of 93.9567 million [2] - High New Development had a main fund inflow of 82.5687 million, with retail funds experiencing a net outflow of 62.5668 million [2]