股票代码：600512 股票简称：腾达建设 公告编号：临 2025-029 腾达建设集团股份有限公司 关于重大工程中标的公告 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。 腾达建设集团股份有限公司（以下简称"公司"）于近日收到杭 州市地铁集团有限责任公司与杭州临平新农村建设有限公司联合发 出的《中标通知书》，确定公司牵头的联合体为"杭州市城市轨道交 通 15 号线一期工程崇贤停车场施工Ⅲ标段"项目的中标人。具体情 况为： 中标价：人民币 46,873.5809 万元，其中公司承担的合同金额为 30,467.83 万元； 工期：790 日历天。 特别提示： （一）公司承担的本项目合同金额约占公司 2024 年度营业收入 （经审计）的 8.19%； （二）本次中标项目将对公司未来经营业绩产生积极影响，但因 为工期较长，对公司本年度的净利润不构成重大影响； （三）上述项目仅为中标信息，具体实施仍存在一定不确定性。 公司与合作方将按要求尽快与招标人签订书面合同并提交履约 担保。敬请广大投资者注意投资风险。 特此公告 腾达建设集团股 ...

格隆汇10月23日丨腾达建设(600512.SH)公布，公司于近日收到杭州市地铁集团有限责任公司与杭州临 平新农村建设有限公司联合发出的《中标通知书》，确定公司牵头的联合体为"杭州市城市轨道交通15 号线一期工程崇贤停车场施工Ⅲ标段"项目的中标人，中标价人民币4.69亿元，其中公司承担的合同金 额为3.05亿元；公司承担的本项目合同金额约占公司2024年度营业收入（经审计）的8.19%。 ...

Core Points - The company, Tenda Construction (600512.SH), has received a bid notification confirming its lead role in a joint venture for the construction of the Changxian parking lot for the Hangzhou Urban Rail Transit Line 15 Phase I project [1] - The total bid amount for the project is 469 million yuan, with the company's share of the contract amounting to 305 million yuan [1] - The project is expected to have a construction period of 790 calendar days [1]

Group 1 - The infrastructure sector experienced a decline of 1.51% on September 18, with the Shanghai Composite Index closing at 3831.66, down 1.15%, and the Shenzhen Component Index at 13075.66, down 1.06% [1] - Notable stocks in the infrastructure sector included Dongzhu Ecology, which rose by 10.03% to a closing price of 10.42, and Hongrun Construction, which increased by 10.02% to 11.31 [1] - The trading volume for Dongzhu Ecology was 955,800 shares, while Hongrun Construction had a volume of 734,200 shares [1] Group 2 - The infrastructure sector saw a net outflow of 646 million yuan from institutional funds, while retail investors contributed a net inflow of 544 million yuan [3] - Speculative funds recorded a net inflow of 102 million yuan into the infrastructure sector [3]

Market Overview - On September 12, the infrastructure sector rose by 0.64% compared to the previous trading day, with Dongzhu Ecological leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Top Gainers in Infrastructure Sector - Dongzhu Ecological (603359) closed at 11.15, up 9.96% with a trading volume of 6779.23 lots [1] - Jieneng Iron Han (300197) closed at 2.54, up 7.63% with a trading volume of 216.19 million [1] - Chengbang Co., Ltd. (603316) closed at 11.02, up 6.17% with a trading volume of 36.91 million [1] - Other notable gainers include Garden Co. (605303) up 5.99%, Hongrun Construction (002062) up 5.33%, and ST IF Ping (603843) up 4.89% [1] Top Losers in Infrastructure Sector - ST Yuancheng (603388) closed at 1.77, down 4.32% with a trading volume of 21.50 million [2] - Jiao Jian Co. (603815) closed at 10.94, down 3.19% with a trading volume of 21.38 million [2] - ST Lingnan (002717) closed at 1.62, down 2.99% with a trading volume of 107.95 million [2] Capital Flow Analysis - The infrastructure sector experienced a net outflow of 132 million yuan from institutional investors, while retail investors saw a net inflow of 169 million yuan [2] - Major stocks with significant capital flow include Xinjiang Jiaojian (002941) with a net outflow of 82.03 million yuan from institutional investors [3] - Other stocks like Pudong Construction (600284) and China Energy Construction (601868) saw net inflows of 71.73 million yuan and 70.45 million yuan from institutional investors, respectively [3]

Market Overview - On September 2, the infrastructure sector declined by 0.47% compared to the previous trading day, with Garden Holdings leading the decline [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Individual Stock Performance - The top gainers in the infrastructure sector included: - China Communications Construction Co., Ltd. (交建股份) with a closing price of 11.02, up 9.98% on a trading volume of 411,900 shares and a turnover of 438 million yuan [1] - Pubang Co., Ltd. (普邦股份) with a closing price of 2.00, up 3.09% on a trading volume of 1,114,200 shares and a turnover of 224 million yuan [1] - The top decliners included: - Garden Holdings (园林股份) with a closing price of 16.72, down 6.85% on a trading volume of 199,400 shares and a turnover of 338 million yuan [2] - Pudong Construction (浦东建设) with a closing price of 8.64, down 6.49% on a trading volume of 751,400 shares and a turnover of 647 million yuan [2] Capital Flow Analysis - The infrastructure sector experienced a net outflow of 797 million yuan from institutional investors, while retail investors saw a net inflow of 519 million yuan [2] - Notable capital flows for specific stocks included: - Hongrun Construction (宏润建设) with a net inflow of 77.82 million yuan from institutional investors, but a net outflow of 97.77 million yuan from retail investors [3] - China Communications Construction Co., Ltd. (交建股份) had a net inflow of 57.48 million yuan from institutional investors, with both retail and speculative investors showing net outflows [3]

Market Performance - On August 25, the infrastructure sector rose by 1.12% compared to the previous trading day, with China Communications Construction Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up by 1.51%, while the Shenzhen Component Index closed at 12441.07, up by 2.26% [1] Individual Stock Performance - China Communications Construction Co., Ltd. (603815) closed at 9.34, with a gain of 10.01% and a trading volume of 176,500 shares, amounting to a transaction value of 162 million yuan [1] - Tonglin Co., Ltd. (605303) closed at 22.04, up by 9.98%, with a trading volume of 15,100 shares [1] - Pudong Construction (600284) closed at 8.95, increasing by 6.04%, with a trading volume of 957,200 shares [1] - ST Lingnan (002717) closed at 1.73, up by 4.85%, with a trading volume of 1,456,800 shares [1] - Other notable stocks include Hangzhou Garden (300649) at 19.44 (+3.85%) and Meili Ecology (000010) at 4.84 (+3.42%) [1] Capital Flow Analysis - On the same day, the infrastructure sector experienced a net outflow of 67.69 million yuan from institutional investors and a net outflow of 107 million yuan from speculative funds, while retail investors saw a net inflow of 175 million yuan [2] - The capital flow for key stocks showed that China Electric Power Construction (601868) had a net inflow of 71.48 million yuan from institutional investors, while ST Lingnan (002717) had a net inflow of 59.75 million yuan [3] - China Communications Construction Co., Ltd. (603815) recorded a net inflow of 52.10 million yuan from institutional investors, despite a net outflow from speculative and retail investors [3]

Core Viewpoint - The recent financial report of Tengda Construction (600512) indicates a decline in revenue and net profit, with significant changes in various financial metrics, highlighting potential concerns regarding cash flow and receivables management [1][3][4]. Financial Performance Summary - Total revenue for the first half of 2025 was 1.61 billion yuan, a decrease of 5.2% year-on-year [1]. - Net profit attributable to shareholders was 108 million yuan, down 0.69% year-on-year [1]. - In Q2 2025, revenue was 910 million yuan, a decline of 3.39% year-on-year, while net profit for the quarter increased to 49.37 million yuan, up 823.57% [1]. - The gross margin was 10.0%, down 5.19% year-on-year, while the net margin improved to 6.68%, an increase of 5.29% [1]. - Total expenses (selling, administrative, and financial) amounted to 86.16 million yuan, representing 5.35% of revenue, an increase of 28.08% year-on-year [1]. Balance Sheet and Cash Flow Analysis - Accounts receivable increased to 256 million yuan, up 13% year-on-year, with accounts receivable to net profit ratio reaching 982.71% [1][5]. - Cash and cash equivalents rose to 2.236 billion yuan, an increase of 11% year-on-year [1]. - Operating cash flow per share was -0.21 yuan, improving by 35.3% year-on-year [1]. - The company reported a significant decrease in investment cash flow, down 99.58%, due to the absence of securities investment activities in the current period [3]. Operational Efficiency and Profitability - The company's return on invested capital (ROIC) was 0.04%, indicating weak capital returns, with a historical median ROIC of 2.41% over the past decade [4]. - The net profit margin was recorded at 0.67%, suggesting low added value in products or services [4]. - The company has experienced only one loss year since its IPO, indicating a generally stable financial history [5]. Expense Management - Selling expenses decreased by 8.4%, while management expenses increased by 9.6% due to higher personnel costs [3]. - Financial expenses surged by 62.06%, attributed to a decline in interest income [3]. - Research and development expenses rose by 14.33%, reflecting increased investment in innovation [3].

Core Viewpoint - The company, Tengda Construction Group Co., Ltd., is set to hold a half-year performance briefing on September 1, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in Q&A sessions [4][5][8]. Group 1: Company Overview - Tengda Construction Group Co., Ltd. has ensured the authenticity, accuracy, and completeness of its half-year report, with all board members present at the meeting [1][3]. - The company has not proposed any profit distribution or capital increase plans during the reporting period [2]. Group 2: Financial Data - The half-year report includes key financial data, although specific figures are not provided in the excerpts [2]. Group 3: Important Events - The company will conduct an interactive online meeting for investors to address common concerns regarding its half-year performance and financial indicators [5][9]. - Investors can submit questions from August 25 to August 29, 2025, prior to the meeting [4][9].

Core Viewpoint - The company reported a decline in both revenue and net profit for the first half of the year, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved an operating revenue of 1.61 billion yuan in the first half of the year, representing a year-on-year decrease of 5.2% [1] - The net profit attributable to shareholders of the listed company was 108 million yuan, showing a slight decline of 0.69% year-on-year [1] - The basic earnings per share were reported at 0.07 yuan [1]