证 券 代 码：600502 证 券 简 称 ：安 徽 建 工 编 号 ：2025-034 安徽建工集团股份有限公司 关于发行超短期融资券、中期票据获准注册的公告 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。 安徽建工集团股份有限公司（以下简称"公司"）申请发行总额不超过人民币 40 亿元（含 40 亿元）的超短期融资券和总额不超过人民币 80 亿元（含 80 亿元）的 中期票据，已于 2024 年 10 月 25 日经公司第九届董事会第二次会议审议通过，并经 2024 年 11 月 15 日召开的公司 2024 年第二次临时股东大会审议批准。具体内容详见 公司于 2024 年 10 月 26 日披露的《安徽建工关于申请发行超短期融资券和中期票据 的公告》（公告编号：2024-066）。 特此公告。 安徽建工集团股份有限公司董事会 2025 年 4 月 26 日 1 公司近日收到中国银行间市场交易商协会（以下简称"交易商协会"）出具的《接 受注册通知书》（中市协注〔2025〕SCP104 号、中市协注〔2025〕MTN382 ...

Financial Performance - The company's operating revenue for Q1 2025 was CNY 14,542,034,450.34, representing a 7.42% increase compared to CNY 13,537,737,170.98 in the same period last year[3]. - The net profit attributable to shareholders was CNY 311,169,028.21, a slight increase of 0.31% from CNY 310,215,751.42 year-on-year[3]. - The net profit after deducting non-recurring gains and losses decreased by 4.86% to CNY 270,587,606.84 from CNY 284,406,390.06 in the previous year[3]. - Total operating revenue for Q1 2025 reached ¥14,542,034,450.34, an increase of 7.4% compared to ¥13,537,737,170.98 in Q1 2024[17]. - Net profit for Q1 2025 was ¥408,454,858.98, compared to ¥397,041,124.26 in Q1 2024, representing a growth of 2.9%[18]. - The total comprehensive income for Q1 2025 was ¥409,076,453.13, compared to ¥397,826,845.05 in Q1 2024, indicating an increase of 2.9%[18]. Cash Flow and Assets - The net cash flow from operating activities was negative at CNY -2,640,062,682.93, an improvement from CNY -3,201,152,358.94 in the same period last year[3]. - Cash flow from operating activities showed a net outflow of ¥2,640,062,682.93 in Q1 2025, an improvement from a net outflow of ¥3,201,152,358.94 in Q1 2024[20]. - The company's cash and cash equivalents decreased to 15.75 billion yuan from 18.41 billion yuan, indicating a decline of approximately 8.96%[12]. - Cash and cash equivalents at the end of Q1 2025 totaled ¥13,715,661,321.09, compared to ¥11,250,195,686.60 at the end of Q1 2024, indicating a year-over-year increase of 21.9%[21]. - The total current assets as of March 31, 2025, amounted to 123.23 billion yuan, a decrease from 129.69 billion yuan as of December 31, 2024[12]. - The total liabilities decreased to 168.71 billion yuan from 174.74 billion yuan, reflecting a reduction of about 3.03%[14]. - The company's total assets as of March 31, 2025, were 197.05 billion yuan, down from 201.98 billion yuan at the end of 2024[14]. Shareholder Information - The company had a total of 59,859 common shareholders at the end of the reporting period[8]. - The largest shareholder, Anhui Construction Group Co., Ltd., holds 32.14% of the shares, totaling 551,638,784 shares[8]. - Shareholder equity attributable to the parent company increased by 8.22% to CNY 16,717,950,684.67 from CNY 15,448,307,143.48 at the end of last year[4]. - The total equity attributable to shareholders increased to 16.72 billion yuan from 15.45 billion yuan, showing a growth of approximately 8.26%[14]. Business Development and Strategy - The company aims to achieve its annual targets by focusing on market expansion, project management, and cultivating new growth drivers[9]. - The company plans to focus on market expansion, transformation, technology enhancement, management strengthening, talent cultivation, and risk prevention in Q2[11]. - The company emphasized the importance of project management and safety production, aiming to enhance project management levels and efficiency[10]. Contract and Project Performance - The total amount of new contracts signed in the engineering construction business increased by 2.07% year-on-year in Q1, while new contracts in emerging businesses (smart manufacturing, testing, design consulting, etc.) surged by 172.94%[10]. - The company achieved new contracts in intelligent manufacturing worth 1.551 billion yuan, a year-on-year increase of approximately 168%, and in construction materials worth 1.167 billion yuan, a year-on-year increase of approximately 234%[11]. - The company reported a significant increase in new contracts in industrialization, amounting to 836 million yuan, which is a year-on-year growth of approximately 141%[11]. Costs and Expenses - Total operating costs for Q1 2025 were ¥14,150,620,150.28, up from ¥13,146,562,724.47 in Q1 2024, reflecting a year-over-year increase of 7.6%[17]. - The company reported an increase in research and development expenses to ¥197,597,867.92 in Q1 2025, up from ¥166,153,938.92 in Q1 2024, marking a rise of 18.9%[17]. - Non-recurring gains and losses totaled CNY 40,581,421.37 after tax adjustments[5].

一、主要会计数据和财务指标 三、分红送配方案情况 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.1800 | 0.1800 | 0 | 0.2000 | | 每股净资产（元） | 6.54 | 5.96 | 9.73 | 5.37 | | 每股公积金(元) | 0.96 | 0.96 | 0 | 0.96 | | 每股未分配利润(元) | 3.73 | 3.34 | 11.68 | 2.86 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 145.42 | 135.38 | 7.42 | 161.65 | | 净利润(亿元) | 3.11 | 3.1 | 0.32 | 3.48 | | 净资产收益率(%) | 2.00 | 2.46 | -18.7 | 2.61 | 本次公司不分配不转赠。 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 74557.21万股 ...

安徽建工（600502）公告，近日公司及所属子公司收到项目中标通知书。其中，安徽建工建设投资集团 有限公司中标合肥市蜀山区将军岭路(习友路—铭传路)工程施工项目，中标价5.54亿元，工期为540日历 天。同时，安徽建工集团股份有限公司、中铁隧道局集团有限公司、中铁大桥局集团有限公司、中铁长 江交通设计集团有限公司、中铁交通投资集团有限公司联合体中标重庆市涪陵区涪陵绕城高速公路李渡 至新妙段工程和G5021石渝高速公路涪陵北环段工程打捆项目政府和社会资本合作特许经营者，估算总 投资为139.53亿元，建设期分别为4.5年和4年，运营期为30年。 ...

证券代码：600502 证券简称：安徽建工 公告编号：2025-027 安徽建工集团股份有限公司2024年前三季度权益分派实施公告 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： ● 每股分配比例 A股每股现金红利0.08元 ● 相关日期 ■ ● 差异化分红送转：否 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025年3月27日的2025年第一次临时股东大会审议通过。 二、分配方案 本次利润分配以方案实施前的公司总股本1,716,533,938股为基数，每股派发现金红利0.08元（含税）， 共计派发现金红利137,322,715.04元。 三、相关日期 ■ 四、分配实施办法 1.实施办法 （1）无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交 易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者 可于红利发放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂由中国结算上海分 公司保管，待办理指定交易后再进行派 ...

证券代码：600502 证券简称：安徽建工 公告编号：2025-027 安徽建工集团股份有限公司2024年前三季度权益分派 实施公告 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： 差异化分红送转：否 每股分配比例 A 股每股现金红利0.08元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/4/17 | － | 2025/4/18 | 2025/4/18 | 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 3 月 27 日的2025年第一次临时股东大会审议 通过。 二、分配方案 1. 发放年度：2024年前三季度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本1,716,533,9 ...

证券代码：600502 证 券 简 称 ：安 徽 建 工 编号 ：2025-026 安徽建工集团股份有限公司 关于项目中标的公告 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。 项目概况：该项目位于亳州市涡阳县，项目内容主要包括临时、路基、路面、桥 涵、交叉工程安全设施及预埋管线、绿化及环境保护、集镇段排水管网工程等。 一、甬金衢上高速公路金华婺城至浙赣界土建第 TJ01 标段 中标人：安徽建工建设投资集团有限公司 项目概况：该项目位于浙江省衢州市，项目内容主要包括路基、桥涵、隧道、互 通、三改、绿化、服务区及站所的场地填筑等工程的施工完成、缺陷责任期缺陷修复 等。 中标价：8.99 亿元 工期：972 日历天（32 个月） 二、S238 涡阳县至利辛县一级公路改扩建工程项目 中标价：8.77 亿元 中标人：安徽建工公路桥梁建设集团有限公司 近日，本公司所属子公司收到项目中标通知书。具体情况公告如下： 项目概况：该项目位于宿州市灵璧县，项目内容主要包括道路、桥涵、交叉、交 安、绿化、照明工程等。 中标价：7.82 亿元 工期： ...

安徽建工（600502）公告，近日，公司所属子公司安徽建工建设投资集团有限公司、安徽建工公路桥梁 建设集团有限公司及安徽华盛建设集团有限公司联合体收到项目中标通知书。其中，甬金衢上高速公路 金华婺城至浙赣界土建第TJ01标段中标价8.99亿元，工期为972日历天；S238涡阳县至利辛县一级公路 改扩建工程项目中标价8.77亿元，工期为730日历天；S223皖苏界至灵城段改建工程中标价7.82亿元， 工期为730日历天。 ...

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [4] Core Viewpoints - The industry is experiencing a structural differentiation in performance, with 16 companies reporting revenue growth and 12 companies reporting net profit growth in 2024, indicating a challenging environment due to the slowdown in infrastructure project implementation [7][10] - The domestic infrastructure sector is expected to gain momentum in 2025, driven by policy support and project launches, with significant projects like the Grand Canal in Jiangsu, Zhejiang, and Guangdong, and the Chengdu-Chongqing Economic Circle being highlighted [16] - The "Belt and Road" initiative is becoming increasingly important as external challenges rise, with trade with Belt and Road countries growing by 5.16% in 2024, indicating strong demand and cooperation potential [19][22] Summary by Sections Market Review - The construction and decoration index fell by 0.27% during the week, while the Shanghai Composite Index decreased by 0.28% [43] - Among the sub-sectors, steel structure, engineering consulting services, and municipal engineering showed positive growth, with increases of 3.32%, 0.67%, and 0.16% respectively [43] Company Performance - Major state-owned enterprises like China Railway, China Communications, and China Energy are expected to see stable order reserves and positive growth in new contract amounts for 2025, with targets of 20,147 million, 30,600 million, and 15,000 million respectively [14] - The international engineering and chemical engineering sectors are performing well, with companies like Donghua Technology and Northern International showing significant revenue and profit growth [10][11] External Challenges - The trade tensions with the U.S. have led to increased tariffs, significantly impacting China's exports, with the average tariff on Chinese goods reaching 21% during the Trump administration [19][22] - The "Belt and Road" initiative is seen as a strategic response to these challenges, with trade with Belt and Road countries accounting for 34.76% of China's total foreign trade in 2024, reflecting its growing importance [22][30] Infrastructure Investment - The report highlights the potential for infrastructure investment to rebound in 2025, with a focus on projects that have strong regional resource advantages and project execution capabilities [16] - Key enterprises to watch include major state-owned companies like China Construction, China Railway, and local state-owned enterprises such as Sichuan Road and Bridge and Anhui Construction [16]

Investment Rating - Industry rating is maintained at "Outperform the Market" [6] Core Viewpoints - The announcement of "reciprocal tariffs" by Trump has exceeded expectations, reinforcing the logic of domestic demand recovery. The focus is on infrastructure and key strategic industries like coal chemical investments, which are expected to receive policy support [2][21] - The construction index rose by 0.13% this week, outperforming the Shanghai and Shenzhen 300 index by 0.57 percentage points, with significant gains in small and mid-cap transformation stocks [1][31] - The first quarter of 2025 saw a significant increase in local government bond issuance, indicating potential for local investment release despite external demand pressures [4][21] Summary by Sections Section 1: Tariff Impact and Domestic Demand - Trump's new tariffs, including a 10% baseline tariff and higher rates for major trade deficit countries, are expected to suppress overseas and manufacturing investments while boosting domestic demand [2][14] - The previous trade friction period saw a decline in manufacturing and infrastructure investments, with real estate becoming a key contributor to economic stability [3][21] Section 2: Market Performance - The construction index's performance this week was driven by sectors such as professional engineering and building design, with notable stock gains from companies like Shanshui Bide and Zhongyan Dadi [1][31] Section 3: Investment Recommendations - Focus on infrastructure-related stocks, particularly in high-growth regions like Tibet and Xinjiang, and sectors benefiting from domestic demand recovery [21][28] - Coal chemical projects are expected to see significant investment, with recommendations for companies like Sanwei Chemical and China Chemical [28] - Companies with production layouts in North America or Mexico are likely to benefit, with recommendations including China Jushi and Puyang Refractories [28] Section 4: Fiscal Policy and Investment Opportunities - The first quarter of 2025 saw local government bond issuance reach approximately 2.84 trillion yuan, a year-on-year increase of about 80%, indicating a strong fiscal push for infrastructure investment [4][21] - The report emphasizes the importance of structural and regional characteristics in infrastructure investment, particularly in water conservancy and transportation sectors [38]