证券代码：600512 证券简称：腾达建设 公告编号：临 2025-031 腾达建设集团股份有限公司 关于召开 2025 年第三季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： 会议召开时间：2025 年 11 月 7 日（星期五）15:00-16:00 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 10 月 31 日（星期五）至 11 月 6 日（星 期四）16:00 前登录上证路演中心网站首页点击"提问预征集" 栏目或通过公司邮箱 zqb@tengdajs.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。 腾达建设集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告。为便于广大投资者更全 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 7 ...

Core Viewpoint - The company has been awarded a significant construction project, which is expected to positively impact its future operating performance, although the long duration of the project will not significantly affect the current year's net profit [1][2]. Group 1: Project Details - The company has received a bid notification confirming it as the winning bidder for the "Hangzhou Urban Rail Transit Line 15 Phase I Project, Chongxian Parking Lot Construction III Section" [1]. - The total bid amount is approximately RMB 468.735809 million, with the company's share of the contract amounting to RMB 304.6783 million [1]. - The project has a duration of 790 calendar days [1]. Group 2: Financial Impact - The contract amount for this project represents about 8.19% of the company's audited revenue for the fiscal year 2024 [2]. - While the project is expected to have a positive impact on future operating performance, its long duration means it will not significantly influence the company's net profit for the current year [2]. Group 3: Implementation Uncertainty - The announcement serves as a notification of the bid win, and there remains a degree of uncertainty regarding the actual implementation of the project [2]. - The company and its partners will promptly sign a written contract with the tenderer and submit performance guarantees as required [2].

New Stock Subscription - Daming Electronics has a subscription code of 732376, with an issue price of 12.55 yuan per share and a subscription limit of 0.95 million shares [1] Important News - The main goals for the "14th Five-Year Plan" period include significant achievements in high-quality development, substantial improvements in technological self-reliance, and enhanced social civilization levels. By 2035, the aim is to elevate China's economic, technological, and comprehensive national strength significantly, achieving a per capita GDP at the level of moderately developed countries [4] - A press conference will be held on October 24 to introduce and interpret the spirit of the 20th Central Committee's Fourth Plenary Session, with live broadcasts from major media outlets [4] - The Ministry of Commerce announced that Vice Premier He Lifeng will lead a delegation to Malaysia for new rounds of Sino-U.S. economic and trade consultations from October 24 to 27 [4] - The Ministry of Commerce expressed strong dissatisfaction and firm opposition to the EU's recent sanctions against Chinese companies, including major oil refineries, stating that such actions undermine China-EU economic cooperation and global energy security [5] - The National People's Congress will continue reviewing the cybersecurity law amendment draft, which aims to enhance the safety and development of artificial intelligence [6] Company News - Anshi China stated that decisions made by its Dutch headquarters are not legally effective in China, and Zhang Qiuming's position remains unchanged [9] - Yushutech has completed its name change, with Wang Xingxing appointed as chairman [10] - Huagong Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [11] - Jinggong Steel Structure signed a significant overseas project worth approximately 1.23 billion yuan [12] - Tengda Construction won a major engineering project worth 469 million yuan [13] - Xinlai Materials' subsidiary plans to invest 2 billion yuan in a semiconductor core component project [14] - Shuangliang Energy plans to raise no more than 1.292 billion yuan through a private placement for projects including a zero-carbon intelligent manufacturing factory [15] - Youfa Group reported a 2320.53% year-on-year increase in net profit for the third quarter [16] - Beifang Navigation reported a 1681.27% year-on-year increase in net profit for the third quarter [17] - Shengyi Electronics expects a year-on-year net profit increase of 476% to 519% for the first three quarters [18] - Colin Electric reported a 705.48% year-on-year increase in net profit for the third quarter [19] - Tianneng Heavy Industry reported a 1359.03% year-on-year increase in net profit for the first three quarters [20] - Hualv Biological reported a 619.37% year-on-year increase in net profit for the third quarter [21] - Te Yi Pharmaceutical reported a 985.18% year-on-year increase in net profit for the first three quarters [22] - Zhuoyi Information reported a 2074.65% year-on-year increase in net profit for the third quarter [23] Broker Insights - Guotai Junan highlighted the explosive growth of the electric heavy truck market in China, driven by trade-in policies, which is expected to create significant opportunities for the lithium battery industry [25] - Zhongyuan Securities noted the ongoing trend of domestic production in the IT industry, emphasizing the importance of developments in key software areas like Hongmeng and EDA amidst increasing international challenges [26]

Group 1 - The core point of the article is that Tenda Construction has been awarded the contract for the construction of the Changxian parking lot for the Hangzhou Urban Rail Transit Line 15 Phase I project [2] Group 2 - Tenda Construction received a notice from Hangzhou Metro Group and Hangzhou Linping New Rural Construction Co., Ltd. confirming the award [2] - The project involves the construction of the III bid section of the Changxian parking lot [2] - This contract win indicates Tenda Construction's ongoing involvement in urban infrastructure projects in Hangzhou [2]

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]