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].

Market Overview - The housing construction sector experienced a decline of 0.12% on November 7, with high new development leading the drop [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Notable stock performances included: - Chongqing Construction (600939) rose by 9.97% to close at 3.97, with a trading volume of 410,100 shares and a turnover of 163 million yuan [1] - Shaanxi Construction (600248) increased by 0.52% to 3.83, with a trading volume of 178,800 shares and a turnover of 68.47 million yuan [1] - High New Development (000628) fell by 2.00% to 47.06, with a trading volume of 67,700 shares and a turnover of 322 million yuan [1] Capital Flow - The housing construction sector saw a net outflow of 269 million yuan from main funds, while retail investors contributed a net inflow of 168 million yuan [1] - The capital flow for individual stocks showed: - Chongqing Construction had a main fund net inflow of 7.03 million yuan, but retail investors had a net outflow of 6.68 million yuan [2] - High New Development experienced a significant main fund net outflow of 64.93 million yuan, with retail investors contributing a net inflow of 45.42 million yuan [2]

证券代码：600248 证券简称：陕建股份 公告编号：2025-084 重要内容提示： 会议召开时间：2025 年 11 月 18 日（星期二）16:00-17:00 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 11 月 11 日（星期二）至 11 月 17 日（星期一）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 10 月 31 日 披露公司 2025 年第三季度报告。为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 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 18 日（星期二）16:00-17:00 举行 2025 年第三季度业绩说明会（以下 简称"本次说明会"），就投资者关心的问题进行交 ...

Core Insights - The housing construction sector experienced a slight decline of 0.0% on November 6, with Shanghai Construction leading the losses [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Sector Performance - The housing construction sector's individual stock performance varied, with Chongqing Construction seeing a significant increase of 10.06% to a closing price of 3.61 [1] - Other notable performances included: - High-tech Development: up 0.46% to 48.02 - China State Construction: unchanged at 5.42 - Ningbo Construction: down 0.18% to 5.55 - Shanghai Construction: down 1.98% to 2.97 [1] Capital Flow Analysis - The housing construction sector saw a net outflow of 183.24 thousand yuan from institutional investors and 2188.89 thousand yuan from speculative funds, while retail investors contributed a net inflow of 2372.13 thousand yuan [1] - Detailed capital flow for key stocks included: - China State Construction: net inflow of 10.2 million yuan from institutional investors, but net outflows from speculative and retail investors [2] - Chongqing Construction: net inflow of 7.5 million yuan from institutional investors, with net outflows from speculative and retail investors [2] - Zhejiang Construction: minimal net inflow from institutional investors and a net inflow from speculative investors [2]

Group 1 - The housing construction sector experienced a decline of 0.22% on November 4, with high-tech development leading the drop [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] - Major stocks in the housing construction sector showed mixed performance, with Zhejiang Construction rising by 0.32% and High-Tech Development falling by 3.15% [1] Group 2 - The net outflow of main funds in the housing construction sector was 250 million yuan, while retail funds saw a net inflow of 123 million yuan [1] - The table of fund flows indicates that China State Construction had a net inflow of 19.29 million yuan from main funds, while High-Tech Development faced a significant outflow of 85.87 million yuan [2] - Retail investors showed a preference for stocks like High-Tech Development, which had a net inflow of 52.04 million yuan despite the overall negative trend [2]

证券代码：600248 证券简称：陕建股份 公告编号：2025-083 陕西建工集团股份有限公司 关于调整 2025 年度日常关联交易预计的公告 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。 重要内容提示： 本事项尚需提交股东会审议 日常关联交易对上市公司的影响：日常关联交易的发生符合公司业务特 点和实际需求，交易定价以市场公允价格为依据，不存在损害公司及中小股东利 益的情形，不会影响公司的独立性，不会对关联人形成较大的依赖，不会对公司 财务状况、经营成果产生不利影响 根据《上海证券交易所股票上市规则》等相关规定，陕西建工集团股份有限 公司（以下简称"公司"）拟调整 2025 年度日常关联交易预计情况，具体如下： 一、日常关联交易基本情况 （一）日常关联交易预计调整履行的审议程序 1.已批准的日常关联交易预计的审议程序 公司于 2025 年 4 月 28 日召开第八届董事会第二十四次会议，审议通过了《关 于公司 2025 年度与控股股东及其子公司日常经营性关联交易预计的议案》《关 于公司 2025 年度与延长集团日常经营性关 ...

证券代码：600248 证券简称：陕建股份 公告编号：2025-082 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。 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 10 月 30 日召开了第八届董事会第二十八次会议，审议通过了《关于公司 2025 年前三季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 关于 2025 年前三季度计提资产减值准备的公告 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 9 月 30 日的存在减值迹象的资产 进行减值测试，2025年1-9月计提信用减值损失和资产减值损失共计182,177.68 万元，按类别列示如下表： 注：尾差系四舍五入导致 二、计提依据及构成 （一）应收票据坏账损失转回 3,165.09 万元、应收账款坏账损失 176,510.98 万元、其他应收款坏账损失 3,722.08 万元、长期应收款坏账损失 246.66 万元 ...