证券代码：601096 证券简称：宏盛华源 公告编号：2026-001 宏盛华源铁塔集团股份有限公司关于全资子 公司竞得土地使用权暨对外投资进展公告 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： | 投资标的名称 | 浙江盛达输电铁塔智能绿色工厂建设项目 | | | --- | --- | --- | | 本次投资金额（万元） | 4,954.65 | | | 投资进展情况 | 完成 进展 | 终止 | | 特别风险提示 | 项目建设过程中可能受有关部门审批手续、 | | | | 有关政策调整、项目资金筹集或不可抗力等 | | | | 因素影响，实施进度存在一定的不确定性。 | | | | 公司将根据后续进展情况及时履行信息披露 | | | | 义务，敬请广大投资者理性投资，注意投资 | | | | 风险。 | | 一、对外投资基本情况 宏盛华源铁塔集团股份有限公司（以下简称"公司"或"宏盛华 源"）已于 2024 年 10 月 28 日召开 2024 年第五次临时股东大会审议 通过《关于浙江盛达铁塔有 ...

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [2] Core Views - The report emphasizes that the construction sector is expected to experience a "spring surge" as the "14th Five-Year Plan" approaches its start, with significant government support and infrastructure investment anticipated [3][4][10] - The report highlights that the investment pace in the early stages of the "14th Five-Year Plan" is likely to follow historical patterns, with a concentration of project launches and higher investment growth expected [4][10] - The construction sector is advised to focus on three core investment themes for 2026: major national projects, high-dividend state-owned enterprises, and private construction companies leveraging cash flow for new opportunities [5][19] Summary by Sections Policy Developments - The government is actively releasing positive signals regarding the "14th Five-Year Plan," focusing on high-quality development and major infrastructure projects [3][20] - The National Housing and Urban-Rural Development Conference has emphasized stabilizing the real estate market and accelerating the renovation of old urban areas [3][20] Market Performance - The report notes that the construction and decoration index rose by 2.26% during the week, with significant gains in sectors such as decoration and specialized engineering [6] - A total of 101 stocks in the construction sector saw price increases, with notable performers including Hainan Development (+56.46%) and Shanghai Bay (+44.35%) [6] Future Outlook - The report anticipates that the construction sector will see a resurgence in investment activity, particularly in traditional infrastructure such as railways and highways, as well as new infrastructure projects [4][10][14] - The focus on water conservancy and transportation infrastructure is expected to increase, with several provinces already initiating planning for these projects [13][14] - The report suggests that the construction sector will benefit from a shift towards new infrastructure and low-altitude economy projects, which are gaining traction in local planning [14][19]

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [2] Core Insights - The report emphasizes the upcoming "spring excitement" in the construction sector as the "14th Five-Year Plan" approaches its start, with a historical pattern of infrastructure investment showing a tendency for higher growth in the early stages of five-year plans [4][10] - The report highlights that the current infrastructure investment is still at a low level, but anticipates an increase in investment pace as the "15th Five-Year Plan" begins, which is expected to support the construction sector's performance in 2026 [4][10] - Key areas of focus for investment include major national projects such as the canal system, Tibet railway, and new energy infrastructure, which are expected to generate long-term order demand [19] Summary by Sections Policy Developments - The report notes that the government is actively releasing positive signals regarding the "15th Five-Year Plan," with a focus on high-quality development and major infrastructure projects [3][20] - The central government has emphasized the importance of stabilizing the real estate market and accelerating the renovation of old urban areas, with significant progress already reported in various provinces [3][21] Market Performance - The report indicates that the construction and decoration index has shown positive performance, with a 2.26% increase, and highlights the top-performing stocks in the sector [6] Future Outlook - The report identifies three core investment themes for the construction sector in 2026: 1. Major national projects that will continue to drive long-term demand [19] 2. High-dividend, low-valuation state-owned construction enterprises that are expected to gain value [19] 3. Private construction companies leveraging cash flow and flexibility to enter new markets such as clean rooms and AI infrastructure [19]

财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：安东 本次投资设立全资子公司符合公司战略布局及未来经营发展规划，可使公司充分整合资源优势，提高综 合竞争力，对公司长期可持续发展具有积极战略意义。本次新设全资子公司不会对公司财务状况及经营 成果产生重大影响，不会损害公司及全体股东的利益。 格隆汇12月26日丨宏盛华源(601096.SH)公布，宏盛华源铁塔集团股份有限公司拟投资设立全资子公司 陕西盛世金源电力装备有限公司，注册资本6,300万元。 ...

Core Viewpoint - Hongsheng Huayuan (601096.SH) announced the establishment of a wholly-owned subsidiary, Shaanxi Shengshi Jinyuan Power Equipment Co., Ltd., with a registered capital of 63 million yuan, aligning with the company's strategic layout and future operational development plans [1] Group 1 - The investment in the new subsidiary is expected to enhance the company's resource integration and overall competitiveness [1] - The establishment of the subsidiary is considered to have a positive strategic significance for the company's long-term sustainable development [1] - This new subsidiary will not have a significant impact on the company's financial status or operational results, nor will it harm the interests of the company and all shareholders [1]

智通财经APP讯，宏盛华源(601096.SH)发布公告，公司拟投资设立全资子公司陕西盛世金源电力装备 有限公司，注册资本6300万元，主要业务为铁塔、钢结构制造，金属表面处理及热处理加工等业务。 ...

宏盛华源（601096）(601096.SH)发布公告，公司拟投资设立全资子公司陕西盛世金源电力装备有限公 司，注册资本6300万元，主要业务为铁塔、钢结构制造，金属表面处理及热处理加工等业务。 ...

每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 张明双） 每经AI快讯，宏盛华源（SH 601096，收盘价：4.24元）12月26日晚间发布公告称，公司第二届第十七 次董事会会议于2025年12月25日在公司会议室以现场结合通讯的方式召开。会议审议了《关于集团经理 层成员、党委副书记年度、任期业绩考核内容的议案》等文件。 2024年1至12月份，宏盛华源的营业收入构成为：输电线路铁塔占比97.62%，其他业务占比2.38%。 截至发稿，宏盛华源市值为113亿元。 ...

证券代码：601096 证券简称：宏盛华源 公告编号：2025-092 宏盛华源铁塔集团股份有限公司 关于投资设立全资子公司的公告 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： 投资标的名称：陕西盛世金源电力装备有限公司（暂定名，最 终以工商核准登记为准） 投资金额：6,300 万元 审议情况：该事项已经第二届董事会第十七次会议审议通过， 无需提交公司股东会审议。 相关风险提示：本次设立全资子公司尚需办理相关登记备案手 续，能否完成相关审批手续存在一定不确定性。本次设立全资子公司 系基于公司战略布局及未来发展规划，公司成立后，在实际运营中可 能面临宏观经济、行业政策、市场竞争、经营管理等方面的不确定因 素影响，未来经营情况存在一定的不确定性，敬请广大投资者注意投 资风险。 一、对外投资概述 （一）本次交易概况 1.本次交易概况 宏盛华源铁塔集团股份有限公司（以下简称"公司"）拟投资设 立全资子公司陕西盛世金源电力装备有限公司（暂定名，最终以工商 二、投资标的基本情况 （一）投资标的概况 2 1 核准登记为准） ...

| | | | 单位：人民币万元 | | --- | --- | --- | --- | | 序 | 项目名称 | 投资总额 | 拟使用募集 | | 号 | | | 资金 | | 一 | 宏盛华源铁塔集团股份有限公司全系列电压等级输电铁塔生 产项目 | 27,585.80 | 27,585.80 | | 二 | 宏盛华源铁塔集团股份有限公司智能制造升级改造项目 | 41,292.30 | 41,292.30 | | 2.1 | 浙江盛达铁塔有限公司智能制造升级改造项目 | 9,081.30 | 9,081.30 | | 2.2 | 浙江盛达江东铁塔有限公司智能制造升级改造项目 | 2,589.80 | 2,589.80 | | 2.3 | 安徽宏源铁塔有限公司智能制造升级改造项目 | 8,080.00 | 8,080.00 | | 2.4 | 江苏华电铁塔制造有限公司智能制造升级改造项目 | 9,490.00 | 9,490.00 | | 2.5 | 江苏振光电力设备制造有限公司智能制造升级改造项目 | 5,671.30 | 5,671.30 | | 2.6 | 镇江鸿泽杆塔有限公司热浸镀锌安全环保提升项目 ...