长江精工钢结构（集团）股份有限公司 证券代码：600496 证券简称：精工钢构 公告编号：2025-124 转债代码：110086 转债简称：精工转债 长江精工钢结构（集团）股份有限公司 三、审议通过《关于对控股子公司增资的议案》（详见公司同日在上海证券 交易所网站 www.sse.com.cn 披露的临时公告） 本议案表决情况：同意票 9 票，反对票 0 票，弃权票 0 票。 特此公告。 长江精工钢结构（集团）股份有限公司（以下简称"公司"）第九届董事会 2025 年度第二十二次临时会议于 2025 年 12 月 18 日以通讯方式召开，本次会议 应参加董事 9 人，实际参加董事 9 人。会议的召开符合《公司法》、《公司章程》 的规定，会议决议有效。会议审议通过了以下议案： 一、审议通过《关于子公司土地收储的议案》（详见公司同日在上海证券交 易所网站 www.sse.com.cn 披露的临时公告） 本议案表决情况：同意票 9 票，反对票 0 票，弃权票 0 票。 关于第九届董事会 2025 年度第二十二次临时会议决议公告 二、审议通过《关于子公司签署工程建设合同暨关联交易的议案》（详见公 司同日在上海证券交 ...

格隆汇12月18日丨精工钢构(600496.SH)公布，基于公司发展战略，加快推进公司当前业务规划及未来 发展需求，提升控股子公司浙江精工的市场竞争力，补充其营运资金，增强其发展能力，公司拟以自有 资金向浙江精工增资1.5亿元。本次增资完成后，浙江精工的注册资本由12.08亿元变更为13.58亿元。 ...

精工钢构（600496）(600496.SH)发布公告，基于公司发展战略，加快推进公司当前业务规划及未来发 展需求，提升控股子公司浙江精工的市场竞争力(建筑企业的注册资本是反映企业实力的重要标志，在 招投标业务承接中也具有一定的参考性)，补充其营运资金，增强其发展能力，公司拟以自有资金向浙 江精工增资1.5亿元。本次增资完成后，浙江精工的注册资本由12.08亿元变更为13.58亿元。 ...

精工钢构(600496.SH)发布公告，基于公司发展战略，加快推进公司当前业务规划及未来发展需求，提 升控股子公司浙江精工的市场竞争力(建筑企业的注册资本是反映企业实力的重要标志，在招投标业务 承接中也具有一定的参考性)，补充其营运资金，增强其发展能力，公司拟以自有资金向浙江精工增资 1.5亿元。本次增资完成后，浙江精工的注册资本由12.08亿元变更为13.58亿元。 ...

精工钢构公告称，为加快推进业务规划及发展需求，提升控股子公司浙江精工市场竞争力、补充营运资 金，公司拟以自有资金1.5亿元对其增资。本次增资完成后，浙江精工注册资本将由12.08亿元增至13.58 亿元，公司持股比例由99.34%升至99.41%。2024年和2025年前三季度，浙江精工分别实现营收64.37亿 元、34.31亿元，净利润1.74亿元、2.13亿元。本次增资尚需行政审批部门批准。 ...

Investment Rating - The industry investment rating is "Overweight" [2][25]. Core Insights - Fixed asset investment in China showed a cumulative year-on-year decline of 2.6% from January to November 2025, with manufacturing investment increasing by 1.9% [2][3]. - Traditional infrastructure investment has seen a widening decline, necessitating a stabilization of investment. Infrastructure investment (including all categories) grew by only 0.1% year-on-year, a decrease of 1.4 percentage points compared to the previous month [4][3]. - Real estate investment remains low, with a year-on-year decline of 15.9% from January to November 2025, indicating a weak recovery trajectory [11][3]. Summary by Sections Fixed Asset Investment - The cumulative year-on-year decline in fixed asset investment is 2.6%, with a decrease of 0.9 percentage points from the previous month [3]. - Manufacturing investment has increased by 1.9%, but this is still a decline of 0.8 percentage points compared to the previous month [2]. Infrastructure Investment - Infrastructure investment (excluding electricity) has a year-on-year decline of 1.1%, with a decrease of 1.0 percentage points from the previous month [4]. - Specific sectors such as transportation, storage, and postal services saw a decline of 0.1%, while water, environment, and public facilities management experienced a decline of 6.3% [4]. Regional Investment Trends - Eastern regions reported a year-on-year decline of 6.6%, while central and western regions saw declines of 1.7% and 0.2%, respectively. The northeastern region faced a significant decline of 14.0% [4]. Real Estate Investment - Real estate investment has decreased by 15.9% year-on-year, with construction starts down by 20.5% and completions down by 18.0% [11]. - The current cycle is characterized by excessive clearing of supply entities and difficulties in inventory replenishment, leading to a slow recovery in investment [11]. Investment Recommendations - For 2026, the industry is expected to stabilize, with emerging sectors likely to benefit from major national strategies. Key companies to watch include Sichuan Road and Bridge, China Chemical, and others in new infrastructure and overseas markets [16].

Investment Rating - The report maintains an "Overweight" rating for the industry, indicating a positive outlook for investment opportunities in the sector [1]. Core Insights - Fixed asset investment growth in China has further declined, with a cumulative year-on-year decrease of 2.6% for January to November 2025, a drop of 0.9 percentage points compared to the previous period [2][3]. - Traditional infrastructure investment has seen an expanded decline, necessitating measures to stabilize investment. Infrastructure investment (including all categories) grew by only 0.1% year-on-year, down 1.4 percentage points from the previous month [4]. - Real estate investment remains low, with a year-on-year decrease of 15.9% for January to November 2025, indicating a weak recovery trajectory [11]. Summary by Sections Fixed Asset Investment - The cumulative year-on-year growth rate for fixed asset investment is -2.6%, with manufacturing investment showing a slight increase of 1.9% [2][3]. - The decline in traditional infrastructure investment has intensified, with significant drops in various sectors, including transportation and public facilities [4]. Infrastructure Investment - Infrastructure investment (excluding electricity) has decreased by 1.1% year-on-year, with notable declines in transportation and environmental management sectors [4]. - Regional investment disparities are evident, with the eastern region experiencing a 6.6% decline year-on-year [4]. Real Estate Investment - Real estate investment has decreased by 15.9% year-on-year, with construction starts down by 20.5% and completions down by 18.0% [11]. - The report anticipates a slow recovery in real estate investment due to challenges in inventory replenishment and supply chain issues [11]. Investment Recommendations - The report suggests that in 2026, industry investment is expected to stabilize, with emerging sectors likely to benefit from national strategic initiatives [15]. - Specific companies are highlighted for potential investment, including Sichuan Road and Bridge, China Chemical, and others in the new infrastructure and overseas markets [15].

长江精工钢结构（集团）股份有限公司 长江精工钢结构（集团）股份有限公司（以下简称"公司"）控股股东精 工控股集团有限公司（以下简称"精工控股"）于近日解押 1,200 万股公司股份。 截至公告日，精工控股及其下属子公司处于质押状态的股份累计 41,832 万股，占其所持有公司股份总额的 70.77%，占公司总股本的 21.02%。 一、本次股份质押解除的具体情况 近日，精工控股在中国证券登记结算有限责任公司办理了股份质押解除手续， 累计解押公司股份 1,200 万股。具体情况如下： | 股东名称 | 精工控股 | | | | | --- | --- | --- | --- | --- | | 质权人 | | | | 上海浦东发展银行股份有限公司绍兴分行 | | 本次解质股份（股） | 12,000,000 | | | | | 占其所持股份比例 | 5.06% | | | | | 占公司总股本比例 | 0.60% | | | | | 解质时间 | 2025 年 | 12 | 月 12 | 日 | | 持股数量（股） | 237,069,604 | | | | | 持股比例 | 11.91% | | | | | ...

Core Insights - The report emphasizes the acceleration of bidding for nuclear fusion projects and the operational launch of the Liebherr Nantong base, focusing on nuclear power and marine engineering modules [6][15][28] - The report highlights the structural recovery of infrastructure investment, particularly in Sichuan and Xinjiang, and recommends investments in low-valuation central state-owned enterprises [6][34] - The report tracks the development of cleanroom technology and the increasing capital expenditure of Taiwanese electronics companies in the U.S., indicating a trend of the Taiwanese supply chain moving to the U.S. [6][34] Group 1: Nuclear Fusion and Power Projects - The signing of a joint statement between China and France on December 4, 2025, promotes the development of nuclear power, recognizing nuclear fusion energy as a significant direction for future energy development [6][15] - The Liebherr Nantong base is expected to achieve an annual output value of CNY 560 million for nuclear modules and CNY 640 million for oil and gas energy modules, addressing the decline in traditional chemical business demand [6][28] - The report notes that the modular construction method in nuclear power can significantly shorten construction periods, with the Liebherr Nantong base now operational [6][28] Group 2: Cleanroom and Coal Chemical Industry - The report tracks the cleanroom sector, noting that TSMC plans to invest USD 165 billion in capital expenditures in the U.S., with Foxconn and Wistron also planning significant investments [6][34] - In the coal chemical sector, projects are progressing steadily, with Xinjiang remaining a primary investment area, including a 1.5 million tons/year coal-to-ethylene project [6][34] - The average price of medium and heavy plates in 13 regions decreased by 0.9%, while rebar prices fell by 1.0%, indicating a slight decline in steel prices [6][34] Group 3: Financial Tracking and Investment Recommendations - The report indicates that special bonds issued for refinancing have reached CNY 2.01 trillion, with a cumulative issuance of CNY 4.5 trillion in special bonds for the year, reflecting a 13.8% year-on-year increase [6][34] - The report recommends focusing on four main investment lines: infrastructure recovery, safety resources, technology in high-end manufacturing, and overseas business opportunities [6][34] - The funding availability rate for construction sites is reported at 59.74%, showing a slight increase from the previous week [6][34]

成为制造业质量标杆，是激励浙江制造业企业向卓越质量攀升的重要抓手。浙江开展制造业质量标 杆遴选，是深入贯彻落实《浙江省推进制造业质量品牌提升加快制造强省建设的实施方案》、全面实施 制造业卓越质量工程的关键举措，其核心目的在于通过在质量管理体系升级、质量管理数字化、可靠性 提升、关键过程质量控制等领域树立一批质量标杆，引导全省制造业企业"提质量、强质量、高质量"， 加快培育产品卓越、品牌卓著、创新领先、治理现代、具有核心竞争力的优质企业。 像此次入选的精工科技，凭借"双轮驱动"精益管理体系提升的实践经验，在质量管理体系升级类目 评选中拔得头筹。精工科技相关负责人介绍，企业以"精益生产"与"数字化质量管理系统"为两大核心驱 动，以"质量第一"为基础，嵌入"全员参与、全过程管理"的现代科学管理技术与方法，并依托信息化平 台贯穿生产全过程，实现质量管控的标准化、可视化与精准化。 原标题：浙江新增38家制造业质量标杆企业 6家省级标杆企业晋级国字号 日前，省经信厅公布2025年度浙江省制造业质量标杆名单，浙江精工集成科技股份有限公司等38家 企业入选。自去年开展这项工作以来，全省已有62家企业入选。同时，吉利汽车、新凤 ...