Core Points - Company announced winning construction projects exceeding 500 million yuan in October 2025 [2] - The projects include the "Belt and Road" China-Africa Cooperation General Equipment Intelligent Manufacturing Project and the construction of the Chongqing Road Bridge in Yining City, Ili Prefecture [2] - The bid amounts for the projects are 512 million yuan and 504 million yuan respectively [2]

Market Overview - The housing construction sector experienced a slight decline of 0.02% on November 12, with Chongqing Construction leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Shanghai Construction (600170) closed at 2.97, up 0.68% with a trading volume of 3.86 million shares and a turnover of 1.14 billion yuan [1] - China State Construction (601668) closed at 5.45, up 0.37% with a trading volume of 2.29 million shares and a turnover of 1.25 billion yuan [1] - Shaanxi Construction (600248) closed at 3.85, down 0.52% with a trading volume of 199,200 shares and a turnover of 76.86 million yuan [1] - Longyuan Construction (600491) closed at 3.34, down 0.60% with a trading volume of 139,300 shares and a turnover of 46.57 million yuan [1] - Ningbo Construction (601789) closed at 5.52, down 0.90% with a trading volume of 292,000 shares and a turnover of 161 million yuan [1] - Zhejiang Construction Investment (002761) closed at 9.46, down 0.94% with a trading volume of 106,300 shares and a turnover of 101 million yuan [1] - High-tech Development (000628) closed at 45.29, down 2.22% with a trading volume of 59,100 shares and a turnover of 268 million yuan [1] - Chongqing Construction (600939) closed at 4.03, down 7.36% with a trading volume of 1.53 million shares and a turnover of 624 million yuan [1] Capital Flow - The housing construction sector saw a net inflow of 84.29 million yuan from main funds, while retail funds experienced a net outflow of 20.67 million yuan [1] - Main funds for China State Construction (601668) had a net inflow of 95.66 million yuan, while retail funds had a net outflow of 48.33 million yuan [2] - Shanghai Construction (600170) had a net inflow of 72.83 million yuan from main funds, with retail funds seeing a net outflow of 40.51 million yuan [2] - Ningbo Construction (601789) had a net inflow of 6.97 million yuan from main funds, while retail funds had a net outflow of 472.74 thousand yuan [2] - Longyuan Construction (600491) experienced a net outflow of 7.63 million yuan from main funds, but retail funds had a net inflow of 607.05 thousand yuan [2] - High-tech Development (000628) faced a significant net outflow of 60.53 million yuan from main funds, while retail funds had a net inflow of 5.12 million yuan [2]

2025年10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： | 项目名称 中标人 | 中标金额 | 项目地点 | | --- | --- | --- | | 号 | （亿元） | | | 杭钱塘工出[2025]11号"一带 陕西建工集团股份 1 一路"中非合作通用装备智能 有限公司 | 5.12 | 浙江省 杭州市 | | 制造项目 | | | | 伊犁州伊宁市重庆路大桥建设 陕西建工机械施工 工程（EPC总承包） 集团有限公司 | 5.04 | 新疆维吾 尔自治区 伊犁哈萨 | | | | 克自治州 | | 序 2 | | | 上述项目仅为中标信息，具体实施仍存在一定不确定性。敬请广大投资者注 意投资风险。 特此公告。 陕西建工集团股份有限公司董事会 2025 年 11 月 13 日 证券代码：600248 证券简称：陕建股份 公告编号：2025-085 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。 ...

证券代码：600248 证券简称：陕建股份 公告编号：2025-086 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： 被担保人：陕西建工第六建设集团有限公司等 4 家，不存在关联担保 本次对外担保金额：2025 年 10 月对外担保金额合计 5.84 亿元 对外担保累计余额：截至 2025 年 10 月 31 日，公司对外担保累计余额为 333.19 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%，本次被担保人除陕建秀印（重庆）高速公路有限公司外，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 陕西建工集团股份有限公司 （二）本次担保事项履行的内部决策程序 上述担保事项经公司分别于 2025 年 4 月 28 日、2025 年 6 月 26 日召开的第 八届董事会第二十四次会议、2024 年年度股东大会审议通过，详见公司披露于 上海交易所网站的《陕西建工集团股份有限公司第八届 ...

Core Insights - The company, 陕建股份 (600248.SH), announced that it has secured construction projects worth over 500 million yuan in October 2025 [1] Project Details - The projects include the "Belt and Road" China-Africa Cooperation General Equipment Intelligent Manufacturing Project and the EPC general contracting for the construction of the Chongqing Road Bridge in Yining City, Ili Prefecture [1]

Group 1 - The company, Shaanxi Construction Group Co., Ltd. (600248.SH), announced that it has won construction projects worth over 500 million yuan [1] - The projects include the "Belt and Road" China-Africa Cooperation General Equipment Intelligent Manufacturing Project and the EPC general contracting for the construction of the Chongqing Road Bridge in Yining City, Ili Prefecture [1]

陕建股份(600248)11月12日发布重大项目中标公告，2025年10月，公司及下属子公司中标5亿元以上施 工项目2个，中标金额合计10.16亿元。 ...

Core Viewpoint - The housing construction sector experienced a slight decline of 0.1% on November 11, with significant losses led by Gaoxin Development, while the overall market indices also fell, with the Shanghai Composite Index down 0.39% and the Shenzhen Component Index down 1.03% [1] Summary by Category Market Performance - The Shanghai Composite Index closed at 4002.76, down 0.39% - The Shenzhen Component Index closed at 13289.0, down 1.03% [1] Sector Performance - The housing construction sector saw a net outflow of 1.11 billion yuan in main funds, with retail investors contributing a net inflow of 1.16 billion yuan [1] Individual Stock Performance - Notable stock performances included: - Ningbo Construction (601789) closed at 5.57, up 1.27% with a trading volume of 465,900 shares and a turnover of 260 million yuan - Yihai Construction (600170) closed at 2.95, up 0.68% with a trading volume of 3,346,100 shares and a turnover of 98.6 million yuan - Gaoxin Development (000628) closed at 46.32, down 2.03% with a trading volume of 56,000 shares and a turnover of 263 million yuan [1]

Core Insights - The housing construction sector increased by 0.8% on November 10, with Chongqing Construction leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Stock Performance - Chongqing Construction (600939) saw a closing price of 4.37, with a significant increase of 10.08% and a trading volume of 1.076 million shares, amounting to 450 million yuan [1] - Zhejiang Construction Investment (002761) closed at 9.51, up 1.49%, with a trading volume of 173,900 shares and a transaction value of 165 million yuan [1] - Shaanxi Construction (600248) closed at 3.86, up 0.78%, with a trading volume of 208,600 shares and a transaction value of approximately 80 million yuan [1] - China State Construction (601668) closed at 5.44, up 0.55%, with a trading volume of 1.5862 million shares and a transaction value of 860 million yuan [1] - High-tech Development (000628) closed at 47.28, up 0.47%, with a trading volume of 48,900 shares and a transaction value of 229 million yuan [1] - Shanghai Construction (600170) closed at 2.93, up 0.34%, with a trading volume of 2.5818 million shares and a transaction value of 756 million yuan [1] - Longyuan Construction (600491) closed at 3.37, up 0.30%, with a trading volume of 157,700 shares and a transaction value of approximately 52.97 million yuan [1] - Ningbo Construction (601789) closed at 5.50, up 0.18%, with a trading volume of 230,700 shares and a transaction value of 127 million yuan [1] Capital Flow - The housing construction sector experienced a net outflow of 18 million yuan from institutional investors and 65.76 million yuan from speculative funds, while retail investors saw a net inflow of 83.76 million yuan [1] - Chongqing Construction had a net inflow of 45.96 million yuan from institutional investors, while it faced a net outflow of 36.09 million yuan from speculative funds and a net outflow of 9.86 million yuan from retail investors [2] - China State Construction had a net inflow of 13.81 million yuan from institutional investors, with a net outflow of 33.89 million yuan from speculative funds and a net inflow of 20.08 million yuan from retail investors [2] - Longyuan Construction experienced a net outflow of 1.75 million yuan from institutional investors, with a net inflow of 875,800 yuan from speculative funds and a net inflow of 876,300 yuan from retail investors [2] - Shaanxi Construction had a net outflow of 330,470 yuan from institutional investors, with a net inflow of 117,950 yuan from speculative funds and a net inflow of 212,520 yuan from retail investors [2] - Zhejiang Construction Investment faced a net outflow of 552,100 yuan from institutional investors, with a net outflow of 288,390 yuan from speculative funds and a net inflow of 840,490 yuan from retail investors [2] - Ningbo Construction had a net outflow of 1.13 million yuan from institutional investors, with a net inflow of 387,520 yuan from speculative funds and a net inflow of 745,940 yuan from retail investors [2] - Shanghai Construction experienced a net outflow of 2.12 million yuan from institutional investors, with a net outflow of 654,350 yuan from speculative funds and a net inflow of 2.77 million yuan from retail investors [2] - High-tech Development faced a net outflow of 3.46 million yuan from institutional investors, with a net inflow of 771,510 yuan from speculative funds and a net inflow of 2.69 million yuan from retail investors [2]

Core Viewpoint - The company, Shaanxi Construction Group Co., Ltd., is set to hold a Q3 2025 performance briefing on November 18, 2025, to enhance communication with investors and address their concerns regarding the company's operational results and financial status for the third quarter of 2025 [2][3]. Group 1: Meeting Details - The performance briefing will take place on November 18, 2025, from 16:00 to 17:00 [5][6]. - The meeting will be conducted in an online interactive format via the Shanghai Stock Exchange Roadshow Center [3][5]. - Participants will include the company's general manager, independent directors, board secretary, financial director, and relevant personnel [4]. Group 2: Investor Participation - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [5][6]. - Questions can be submitted by investors from November 11 to November 17, 2025, through the "Pre-Question Collection" section on the Roadshow Center's website or via the company's investor relations email [2][5]. - The company will respond to commonly asked questions during the briefing [2][7].