Market Overview - The housing construction sector experienced a decline of 2.59% on August 27, with Longyuan Construction leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Key stocks in the housing construction sector showed the following closing prices and changes: - Ningbo Construction: 5.60, -0.18% - Shaanxi Construction: 3.93, -2.24% - Shanghai Construction: 2.43, -2.41% - China State Construction: 5.56, -2.63% - Zhejiang Construction Investment: 9.56, -2.65% - Chongqing Construction: 3.55, -2.74% - Gaoxin Development: 58.66, -3.11% - Longyuan Construction: 3.60, -3.74% [1] Capital Flow - The housing construction sector saw a net outflow of 494 million yuan from main funds, while retail funds had a net inflow of 302 million yuan [1] - The following table summarizes the capital flow for key stocks: - Ningbo Construction: Main funds - 15.94 million, Retail - -7.21 million - Shanghai Construction: Main funds - -15.83 million, Retail - 3.49 million - Chongqing Construction: Main funds - -16.65 million, Retail - 16.89 million - Shaanxi Construction: Main funds - -17.75 million, Retail - 12.01 million - Longyuan Construction: Main funds - -20.08 million, Retail - 14.22 million - Zhejiang Construction Investment: Main funds - -22.32 million, Retail - 20.19 million - Gaoxin Development: Main funds - -57.68 million, Retail - 58.94 million - China State Construction: Main funds - -36.02 million, Retail - 18.47 million [2]

Market Performance - The housing construction sector increased by 1.81% on August 25, with Longyuan Construction leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Longyuan Construction (600491) closed at 3.79, up 4.99% with a trading volume of 1.007 million shares and a transaction value of 3.77 billion [1] - China State Construction (601668) closed at 5.72, up 2.14% with a trading volume of 3.6033 million shares and a transaction value of 20.49 billion [1] - Shanghai Construction (600170) closed at 2.49, up 1.63% with a trading volume of 3.2221 million shares and a transaction value of 800 million [1] - Other notable stocks include Chongqing Construction (600939) at 3.68, up 1.10%, and Ningbo Construction (601789) at 5.59, up 0.90% [1] Capital Flow - The housing construction sector experienced a net outflow of 65.489 million from institutional investors and 88.5866 million from speculative funds, while retail investors saw a net inflow of 154 million [1] - Longyuan Construction had a net inflow of 44.4392 million from institutional investors, but a net outflow of 14.0409 million from speculative funds [2] - China State Construction had a net inflow of 17.3696 million from institutional investors, with a significant net outflow of 88.4449 million from speculative funds [2]

Group 1 - Shaanxi Construction Group Co., Ltd. and Shaanxi Huashan Road and Bridge Group Co., Ltd. have obtained a patent for a "prefabricated steel waist beam device for anchor cables" [1][2] - The patent was granted with the announcement number CN223256022U, and the application date was October 2024 [1] - The patent includes a design featuring a fixed mechanism on protective piles, a telescopic mechanism, and a combination steel structure [1] Group 2 - Shaanxi Construction Group Co., Ltd. was established in 1998, located in Xi'an, with a registered capital of 3,767.582286 billion RMB [1] - The company has invested in 96 enterprises, participated in 5,000 bidding projects, and holds 552 patents [1] - Shaanxi Huashan Road and Bridge Group Co., Ltd. was also established in 1998, located in Xi'an, with a registered capital of 1 billion RMB [2] - This company has invested in 25 enterprises, participated in 5,000 bidding projects, and holds 208 patents [2]

Group 1 - The housing construction sector increased by 1.23% on August 21, with Zhejiang Construction leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] - Key stocks in the housing construction sector showed varied performance, with Zhejiang Construction rising by 5.97% to a closing price of 10.12 [1] Group 2 - The net inflow of main funds in the housing construction sector was 213 million yuan, while retail funds experienced a net outflow of 105 million yuan [1] - Detailed fund flow data indicates that Zhejiang Construction had a main fund net inflow of approximately 99.43 million yuan, while retail investors had a net outflow of about 81.44 million yuan [2] - Other notable companies included China State Construction with a main fund net inflow of 67.36 million yuan and a retail net outflow of 1.49 million yuan [2]

Group 1 - The housing construction sector increased by 0.28% on August 20, with Shaanxi Construction leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] - Key stocks in the housing construction sector showed varied performance, with Shaanxi Construction closing at 3.98, up 0.76%, and High-tech Development down 1.31% at 56.50 [1] Group 2 - The net outflow of main funds in the housing construction sector was 62.63 million yuan, while retail investors saw a net inflow of 67.96 million yuan [1] - Major stocks like China State Construction experienced a net inflow of 60.91 million yuan from main funds, while Ningbo Construction saw a significant outflow of 55.87 million yuan [2] - Retail investors showed strong interest in stocks like High-tech Development, which had a net inflow of 70.47 million yuan [2]

Core Viewpoint - The company plans to transfer part of its accounts receivable to its controlling shareholder, Shaanxi Construction Holding Group Co., Ltd., to alleviate collection pressure and improve liquidity [3][15]. Meeting Agenda - The meeting is scheduled for August 28, 2025, with both on-site and online voting options available for shareholders [1][2]. - The main agenda item is the proposal regarding the transfer of certain accounts receivable [2]. Transaction Overview - The company and its subsidiaries intend to transfer accounts receivable with a book value of 764,242.31 million yuan to Shaanxi Construction Holding Group, with an assessed value of 728,521.03 million yuan, resulting in a valuation decrease of 35,721.28 million yuan [3][15]. - The transaction aims to reduce management costs associated with accounts receivable and enhance asset operation quality [15]. Financial Impact - The difference between the assessed value and the book net value of the accounts receivable is 119,269.28 million yuan, which will be recorded in the "capital reserve" account [15]. - The transaction is expected to positively impact the company's financial status by reducing total assets and liabilities while increasing equity [15]. Related Party Transaction Details - The controlling shareholder, Shaanxi Construction Holding Group, is a state-owned enterprise and has a good credit standing, not listed as a defaulter [4][15]. - The total amount of related party transactions in the past 12 months with the same related party reached 794,753.08 million yuan, accounting for 25.61% of the company's latest audited net assets [3][16]. Legal and Compliance Aspects - The transfer agreement will be effective upon approval by the company's board and shareholders, ensuring compliance with relevant regulations [11][14]. - The agreement includes clauses on liability for breach and dispute resolution, emphasizing cooperation and good faith among parties involved [12][14].

公司代码：600248 公司简称：陕建股份 陕西建工集团股份有限公司 2025 年第一次临时股东会 会议资料 2025 年 8 月 28 日 | | | | 会 | 议 | 议 | 程 | --------------------------------------- | 2 | | --- | --- | --- | --- | --- | --- | | 议案：《关于公司部分债权转让事项的议案》 | ------------- | 4 | | | | 会 议 须 知 一、会场内禁止喧哗，通讯工具关闭或调至静音状态。 二、会议议案审议表决结果属内幕信息，在公司依法公开披 露前，各参会人员均须严格保密。 三、参加会议人员 2025 年 8 月 21 日（股权登记日）收市后在中国证券登记结 算有限责任公司上海分公司登记在册的公司股东或公司股东授 权代表；公司董事、高级管理人员及见证律师。 四、会议各项内容均记入会议记录，由参会的股东、董事、 高级管理人员签字。 五、本次股东会所采用的表决方式是现场投票和网络投票相 结合的方式。 1 会 议 议 程 现场会议时间：2025 年 8 月 28 日（星期四）上午 10 ...

二、关联交易进展情况 近日，本次交易获交易对方陕建控股董事会决策通过。 本次交易尚需提交公司股东会审议，与该关联交易有利害关系的关联人将放 弃行使在股东会上对该议案的投票权。支付对价涉及的应付款项转由控股股东承 接尚需取得相关债权人同意。敬请投资者注意投资风险。 特此公告。 证券代码：600248 证券简称：陕建股份 公告编号：2025-067 陕西建工集团股份有限公司 关于出售资产暨关联交易的进展公告 本公司董事会、全体董事及相关股东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、关联交易基本情况 2025 年 8 月 8 日，陕西建工集团股份有限公司（以下简称"公司"）第八 届董事会第二十六次会议审议通过了《关于公司部分债权转让事项的议案》。公 司及控股子公司拟将合计持有的账面原值为 764,242.31 万元的应收账款转让至 控股股东陕西建工控股集团有限公司（以下简称"陕建控股"），交易价格为应 收账款的评估值 728,521.03 万元。陕建控股通过承接公司及控股子公司部分应 付款项与支付现金相结合的方式支付对价，该支付安排构成本次交易 ...

Core Viewpoint - The housing construction sector experienced a decline of 0.92% on August 14, with significant losses in high-tech development stocks, while the overall market indices also fell [1] Market Performance - The Shanghai Composite Index closed at 3666.44, down 0.46% - The Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance in Housing Construction Sector - Major stocks in the housing construction sector showed the following closing prices and changes: - China State Construction: 5.58, down 0.53% - Longyuan Construction: 3.39, down 1.17% - Ningbo Construction: 5.44, down 1.45% - Shaanxi Construction: 3.92, down 1.51% - Shanghai Construction: 2.39, down 1.65% - Zhejiang Construction Investment: 9.42, down 1.67% - Chongqing Construction: 3.61, down 2.17% - High-tech Development: 50.80, down 5.22% [1] Capital Flow Analysis - The housing construction sector saw a net outflow of 265 million yuan from main funds, while retail investors contributed a net inflow of 218 million yuan [1] - The following table summarizes the capital flow for individual stocks: - Chongqing Construction: Main funds -154.59K, Retail +229.44K - Longyuan Construction: Main funds -405.18K, Retail +514.99K - Shanghai Construction: Main funds -744.12K, Retail +204.76K - Zhejiang Construction Investment: Main funds -898.62K, Retail +2545.76K - Shaanxi Construction: Main funds -944.99K, Retail +1013.90K - Ningbo Construction: Main funds -1071.98K, Retail +1086.98K - China State Construction: Main funds -5946.23K, Retail +4705.22K - High-tech Development: Main funds -1.63Z, Retail +1.19Z [2]

Market Overview - The housing construction sector experienced a decline of 0.62% on August 13, with Chongqing Construction leading the drop [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Stock Performance - Notable stock performances in the housing construction sector included: - Ningbo Construction: Closed at 5.52, up 0.55% with a trading volume of 389,900 shares and a turnover of 215 million [1] - Shanghai Construction: Closed at 2.43, unchanged with a trading volume of 1,313,700 shares and a turnover of 320 million [1] - Chongqing Construction: Closed at 3.69, down 1.60% with a trading volume of 182,700 shares and a turnover of 67.68 million [1] Capital Flow - The housing construction sector saw a net outflow of 108 million from main funds, while retail funds experienced a net inflow of 43.63 million [1] - The detailed capital flow for selected stocks showed: - Ningbo Construction: Main funds net inflow of 23.59 million, retail funds net outflow of 1.15 million [2] - Chongqing Construction: Main funds net outflow of 4.74 million, retail funds net inflow of 8.48 million [2] - Zhejiang Construction: Main funds net outflow of 23.55 million, retail funds net inflow of 28.68 million [2]