Group 1 - The company, Chongqing Construction Engineering, announced that its wholly-owned subsidiary, Chongqing Construction Residential Construction Co., Ltd., and Chongqing Design Institute Co., Ltd. have formed a consortium [2] - The consortium has received the "Notice of Winning Bid" for the Jiangwan Project (Phase I) EPC general contracting project [2] - The confirmation of winning the bid indicates a significant development for the company in the construction sector [2]

Core Viewpoint - The news highlights significant developments in Chongqing, including administrative district adjustments and initiatives to support the high-quality development of innovative pharmaceuticals, which have led to a surge in local stock prices. Administrative District Adjustments - On November 6, Chongqing announced administrative district adjustments affecting the Liangjiang New Area, Jiangbei District, Yubei District, and Beibei District, aiming to optimize urban spatial structure and functionality [5][6] - The first major adjustment involves the establishment of Liangjiang New Area by merging Jiangbei and Yubei Districts, enhancing urban integration and promoting coordinated development [7] - The second adjustment transfers five towns from Yubei District to Beibei District, focusing on ecological and cultural resource integration to foster new development paths [8] Innovative Pharmaceutical Development - Chongqing's government issued measures to support the high-quality development of innovative pharmaceuticals, aiming to approve 1-3 new drugs annually by 2027 and establish three innovation industry complexes [10] - Financial support for innovative drug research includes up to 20% of total R&D costs, with maximum funding of 200 million yuan for early-stage trials and 1 billion yuan for late-stage trials [12] - The measures also promote the establishment of R&D service platforms and encourage the use of artificial intelligence in drug development, aiming to create a comprehensive AI-driven pharmaceutical innovation ecosystem [13][14]

Corporate Governance - China Aluminum announced the election of He Wenjian as chairman and the appointment of Zhang Ruizhong as general manager, effective immediately [3] - Jiang Guiting, the actual controller and chairman of Jingjin Equipment, has had his detention lifted, allowing him to resume his duties [8] - Biao Bang Co. has terminated its plans for a change in control, with stock resuming trading [7] Industry Developments - Jiangbolong reported that its self-developed main control chip deployment has exceeded 100 million units, with rapid growth expected [4] - Asia Pacific Pharmaceutical received a notice of disapproval for its consistency evaluation application for a drug, which will not significantly impact its current performance [5] - Fuxiang Pharmaceutical successfully passed a cGMP inspection by the FDA, marking its third successful inspection [6] - Huahai Pharmaceutical's subsidiary passed an FDA inspection, enhancing its international market capabilities [13] Financial Performance - Daqin Railway reported a cargo transport volume of 32.51 million tons in October 2025, a year-on-year decrease of 4.7% [18] - Jingji Zhino achieved sales revenue of 317 million yuan from selling 233,300 pigs in October 2025 [19] - Baiyun Airport reported a passenger throughput of 7.64 million in October 2025, a year-on-year increase of 12.04% [20] - Dongfeng Motor's total vehicle production in October 2025 was 6,536 units, a year-on-year decrease of 23.40% [21] - Hongyang Real Estate reported a contract sales amount of 202 million yuan in October 2025 [22] Shareholder Actions - Xintonglian announced that a shareholder plans to reduce its stake by up to 3% [24] - Tonghua Dongbao conducted its first share buyback, acquiring 143,500 shares for 1.29 million yuan [25] - Guoci Materials plans to repurchase shares worth 100 million to 200 million yuan at a price not exceeding 30 yuan per share [26] Project Wins - Dayu Water-saving announced a pre-bid win for a 310 million yuan water conservancy project in Hainan [28] - Zhongjian Technology signed a significant sales contract worth 563 million yuan [29] - Longjian Co. won a project bid worth 441 million yuan for road construction in Heilongjiang [30] - Chongqing Construction's subsidiary won a project bid worth 781 million yuan for a residential project in Chongqing [31]

10月31日公司发布的三季报数据显示，前三季度公司共实现营业收入184.18亿元，同比下降8.58%，实 现净利润-6.25亿元。（数据宝） 重庆建工11月6日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国新证券股份有限公司北京中关村大街证券营业部 | 1088.74 | | | 买二 | 沪股通专用 | 1088.45 | | | 买三 | 国新证券股份有限公司长沙韶山路证券营业部 | 1069.82 | | | 买四 | 东亚前海证券有限责任公司苏州分公司 | 957.44 | | | 买五 | 开源证券股份有限公司西安西大街证券营业部 | 906.33 | | | 卖一 部 | 国泰海通证券股份有限公司上海长宁区天山路证券营业 | | 1249.06 | | 卖二 | 沪股通专用 | | 1184.11 | | 卖三 | 中泰证券股份有限公司青岛西海岸路证券营业部 | | 370.13 | | 卖四 | 平安证券股份有限公司天津分公司 | | 261.32 | | ...

项目工期：1,020 日历天 | 证券代码：600939 | 证券简称：重庆建工 公告编号：临 2025-105 | | --- | --- | | 转债代码：110064 | 转债简称：建工转债 | | 债券代码：254104 | 渝建 债券简称：24 01 | 重庆建工集团股份有限公司 关于工程项目中标的公告 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个别及连带责任。 近日，重庆建工集团股份有限公司（以下简称"公司"）之全资 子公司重庆建工住宅建设有限公司（以下简称"住建公司"）和重庆 市设计院有限公司（以下简称"市设计院"）组建联合体，收到江湾 项目（一期）EPC 总承包项目的《重庆市建设工程中标通知书》，确 认其中标该项目。 一、本项目基本概况 项目名称：江湾项目（一期）EPC 总承包项目 中标价：780,766,951.63 元 项目概况：项目位于重庆市南岸区，采用 EPC 总承包模式，主 要为高品质住宅及配套商业和车库，占地面积约 30 亩，项目建筑面 积约 10 万平方米。 2025 年 11 月 7 日 — 2 — ...

Core Viewpoint - Chongqing Construction (600939.SH) announced that its wholly-owned subsidiary, Chongqing Construction Residential Development Co., Ltd., and Chongqing Design Institute Co., Ltd. formed a consortium to win the bid for the Jiangwan Project (Phase I) EPC general contracting project, with a bid price of 781 million yuan [1] Group 1 - The project is located in the Nanan District of Chongqing and adopts the EPC general contracting model [1] - The project primarily involves high-quality residential buildings along with supporting commercial facilities and parking lots, covering an area of approximately 30 acres [1] - The total construction area is about 100,000 square meters, with a project duration of 1,020 calendar days [1]

Core Points - Chongqing Construction (600939.SH) announced that its wholly-owned subsidiary, Chongqing Construction Residential Construction Co., Ltd., and Chongqing Design Institute Co., Ltd. formed a consortium and received the bid notification for the Jiangwan Project (Phase I) EPC general contracting project [1] - The project is located in the Nanan District of Chongqing and adopts the EPC general contracting model, primarily focusing on high-quality residential buildings along with supporting commercial facilities and garages [1] - The project covers an area of approximately 30 acres with a total construction area of about 100,000 square meters, and the winning bid amount is 781 million yuan, with a project duration of 1,020 calendar days [1]

Core Viewpoint - Chongqing Construction (600939.SH) announced that its wholly-owned subsidiary, Chongqing Construction Residential Construction Co., Ltd., and Chongqing Design Institute Co., Ltd. formed a consortium and received the bid notification for the Jiangwan Project (Phase I) EPC general contracting project, confirming their successful bid [1] Group 1: Project Details - The project is located in the Nanan District of Chongqing and adopts the EPC general contracting model [1] - It primarily involves high-quality residential buildings along with supporting commercial facilities and parking [1] - The project covers an area of approximately 30 acres with a total construction area of about 100,000 square meters [1] Group 2: Financial Aspects - The bid price for the project is 781 million yuan [1] - The project duration is set for 1,020 calendar days [1]

Core Viewpoint - The market has seen a strong performance in various sectors, particularly in industrial metals, with significant gains in stocks like China Aluminum and Chongqing Construction, leading to an overall increase in major indices and trading volume [2][3]. Industrial Metals Sector - The industrial metals sector showed robust performance, with stocks such as China Aluminum, Minfa Aluminum, and Haomei New Materials reaching their daily limit up [3][4]. - The market anticipates a 2.5% growth in domestic electrolytic aluminum consumption by 2025, driven by strong performance in the new energy vehicle and photovoltaic industries, leading to an expansion of the supply-demand gap [4]. - Global copper production from major mining companies is expected to decline by nearly 5% year-on-year in Q3, with a continued contraction anticipated in Q4, potentially leading to a significant supply gap in the global refined copper market [5]. Robotics Sector - The robotics sector is experiencing multiple catalysts, including the unveiling of Xiaopeng's new humanoid robot, IRON, which is set for mass production by the end of 2026 [7]. - Analysts are optimistic about the humanoid robotics industry, noting significant advancements and commercialization efforts, with expectations for humanoid robots to understand and execute tasks in 80% of unfamiliar scenarios within the next two years [7]. Chongqing Sector - The Chongqing sector saw a notable rise, with stocks like Chongqing Construction and Yudefang reaching their daily limit up, following news of administrative district adjustments in the city [8][9].

重庆建工公告，全资子公司重庆建工住宅建设有限公司和重庆市设计院有限公司组建联合体，收到江湾 项目（一期）EPC总承包项目的《重庆市建设工程中标通知书》，确认其中标该项目。项目位于重庆市 南岸区，采用EPC总承包模式，主要为高品质住宅及配套商业和车库，占地面积约30亩，项目建筑面积 约10万平方米。项目中标价为7.81亿元，项目工期为1020日历天。住建公司作为联合体牵头人，主要承 担工程采购、施工、验收移交及保修工作；市设计院作为联合体成员，主要承担工程设计工作。 ...