Core Insights - The housing construction sector saw a slight increase of 0.21% on September 9, with Shaanxi Construction leading the gains [1] - The Shanghai Composite Index closed at 3807.29, down 0.51%, while the Shenzhen Component Index closed at 12510.6, down 1.23% [1] Sector Performance - Shaanxi Construction (600248) closed at 3.85, up 0.52% with a trading volume of 191,300 shares and a transaction value of 73.44 million [1] - Shanghai Construction (600170) closed at 2.40, up 0.42% with a trading volume of 1,358,000 shares and a transaction value of 32.6 million [1] - China State Construction (601668) closed at 5.53, up 0.36% with a trading volume of 1,862,600 shares and a transaction value of 102.8 million [1] - Longyuan Construction (600491) closed at 3.43, up 0.29% with a trading volume of 214,700 shares and a transaction value of 73.28 million [1] - Ningbo Construction (601789) closed at 5.39, down 0.19% with a trading volume of 239,200 shares and a transaction value of 129 million [1] - Zhejiang Construction Investment (002761) closed at 9.26, down 0.22% with a trading volume of 114,700 shares and a transaction value of 106 million [1] - Chongqing Construction (600939) closed at 3.38, down 0.88% with a trading volume of 91,000 shares and a transaction value of 30.87 million [1] - Gaoxin Development (000628) closed at 49.40, down 2.95% with a trading volume of 71,600 shares and a transaction value of 358 million [1] Capital Flow - The housing construction sector experienced a net outflow of 22.59 million from institutional investors, while retail investors saw a net inflow of 36.06 million [1] - Longyuan Construction had a net inflow of 11.73 million from institutional investors, while it faced a net outflow of 5.24 million from speculative funds [2] - Shaanxi Construction had a net inflow of 5.49 million from institutional investors, with a net outflow of 4.84 million from speculative funds [2] - China State Construction experienced a net outflow of 0.72 million from institutional investors, while retail investors had a net inflow of 19.74 million [2] - Gaoxin Development faced a significant net outflow of 31.58 million from institutional investors, but had a net inflow of 21.90 million from retail investors [2]

会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 11 日（星期四）至 9 月 17 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司投资者关系邮 箱 sxjg600248@163.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答 陕西建工集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日披 露公司 2025 年半年度报告。为增强公司信息透明度，加强与广大投资者沟通交 流，便于投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公 司计划于 2025 年 9 月 18 日（星期四）举行 2025 年半年度业绩说明会（以下简 称"本次说明会"），就投资者关心的问题进行交流。 证券代码：600248 证券简称：陕建股份 公告编号：2025-073 陕西建工集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内 ...

Group 1 - The core point of the news is that Shaanxi Construction Holdings (陕建股份) has received approval for the environmental assessment of its subsidiary's highway project, with a total investment of 219 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, monitoring their environmental performance based on data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that six listed companies recently exposed environmental risks [1] Group 2 - Shaanxi Construction Holdings' main business segments include engineering contracting (92.81% of revenue), petrochemical engineering (6.02%), and other businesses [3] - The company's financial performance for 2023 shows a revenue of 180.56 billion yuan, a net profit of 3.96 billion yuan, and a net asset return rate of 16.28% [4] - The company's cash flow from operating activities has been negative, with -7.47 billion yuan reported for the last year [4]

Group 1 - Shaanxi Construction Group (SH 600248) announced on August 30 that it will recognize an asset impairment provision for the first half of 2025, which will reduce the company's consolidated profit by approximately 927 million yuan [1] - 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]

证券代码：600248 证券简称：陕建股份 公告编号：2025-072 陕西建工集团股份有限公司（以下简称"公司"）于 2025 年 8 月 29 日召开 职工代表大会（团组长）和工会委员会委员联席会议，选举杨兴斌先生（简历附 后）为公司第八届董事会职工董事，任期自选举通过之日起至第八届董事会任期 届满之日止。 特此公告。 陕西建工集团股份有限公司董事会 简历： 杨兴斌，男，1971 年 9 月出生，经济管理研究生学历，现任陕西建工控股 集团有限公司党委副书记、陕西建工集团股份有限公司党委副书记、职工董事。 曾任陕西建工集团有限公司党委副书记。 陕西建工集团股份有限公司 关于选举职工董事的公告 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：2025-071 陕西建工集团股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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。 陕西建工集团股份有限公司（以下简称"公司"或"本集团"）于 2025 年 半年度计提资产减值准备的议案》。现将具体情况公告如下： 一、本次计提资产减值准备的概况 为真实、准确和公允地反映公司资产和财务状况，根据《企业会计准则》及 公司会计政策的相关规定，公司对截至 2025 年 6 月 30 日的存在减值迹象的资产 进行减值测试，2025 年半年度计提信用减值损失和资产减值损失共计 92,687.20 万元，按类别列示如下表： 具体计提信用减值准备依据如下： 本集团基于单项和组合评估应收票据及应收账款的预期信用损失。当单项应 收账款和合同资产无法以合理成本评估预期信用损失的信息时，本集团依据信用 风险特征将应收账款和合同资产划分为若干组合，在组合基础上计算预期信用损 失，确定组合的依据如下： 商业承兑汇票及应收账款组合 1 应收本集团合 ...

| 证券代码：600248 证券简称：陕建股份 公告编号：2025-068 | | | | | | | --- | --- | --- | --- | --- | --- | | 陕西建工集团股份有限公司 | | | | | | | 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： | | | | | | | ? | 本次会议是否有否决议案：无 | | | | | | 一、 | 会议召开和出席情况 | | | | | | 8 28 年 月 日 | (一)股东会召开的时间：2025 | | | | | | (二)股东会召开的地点：陕西省西安市莲湖区北大街 199 号陕西建工集团股份有 | | | | | | | 限公司总部会议室 | | | | | | | (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | | | | | | | 16.0987 | 份总数的比例（%） | | | | | | (四)表决方式是否符合《公司法》及《公司章程 ...

Core Viewpoint - The company reported a significant decline in revenue and net profit for the first half of the year, primarily due to adverse market conditions and increased competition in the construction industry [1][4]. Financial Performance - The company's operating revenue for the first half of the year was 57.388 billion, a year-on-year decrease of 14.33% [1]. - The net profit attributable to shareholders was 1.052 billion, down 33.52% compared to the previous year [1]. - The net assets stood at 35.535 billion, reflecting a year-on-year growth of 14.51% [1]. - The asset-liability ratio was reported at 88.71% [1]. Challenges and Responses - The decline in performance was attributed to economic downturn pressures, reduced industry investment scale, insufficient project commencement rates, and delayed construction progress [1]. - The company emphasized its efforts to maintain operations and manage risks amid these challenges, describing the results as hard-earned [1]. Accounts Receivable Management - As of the end of the reporting period, accounts receivable amounted to 174.856 billion, a decrease of 3.704 billion from the previous year-end, but still representing a large outstanding balance [2]. - The company is implementing measures to enhance debt collection and improve cash flow, aiming to reduce bad debt losses and increase capital turnover efficiency [2]. Strategic Adjustments - The company has identified enhancing debt collection as a key focus for the first half of 2025, with a structured plan to manage and reduce outstanding debts [3]. - The strategic focus includes optimizing business structure and accelerating transformation in sectors such as petrochemicals, urban renewal, wind power, solar energy, independent energy storage, and waste-to-energy [3][4].

证券日报网讯 8月29日晚间，陕建股份发布公告称，公司于2025年8月29日召开职工代表大会（团组 长）和工会委员会委员联席会议，选举杨兴斌先生为公司第八届董事会职工董事，任期自选举通过之日 起至第八届董事会任期届满之日止。 （编辑 李家琪） ...

格隆汇8月29日丨陕建股份(600248.SH)发布中报，2025上半年实现营业总收入573.88亿元，同比下降 14.33%；归属母公司股东净利润10.52亿元，同比下降33.52%；基本每股收益为0.2853元。 ...