Workflow
CNECC(601611)
icon
Search documents
中国核建(601611) - 中国核建关于归还临时补充流动资金的募集资金的公告
2025-07-25 08:00
中国核工业建设股份有限公司 关于归还临时补充流动资金的募集资金的公告 公司董事会及全体董事保证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。 公司于2024年7月25日召开第四届董事会第二十七次会议、第四届监事会第 十九次会议,审议通过了《关于使用部分闲置募集资金临时补充流动资金的议案》, 拟使用总额不超过人民币36,000万元的闲置募集资金临时补充流动资金,使用期 限为董事会通过之日起12个月内,到期归还。具体内容详见公司于2024年07月26 日于上海证券交易所披露的《关于使用部分闲置募集资金临时补充流动资金的公 告》(公告编号:2024-056)。 证券代码:601611 证券简称:中国核建 公告编号:2025-045 截至2025年7月25日,公司已将上述用于暂时补充流动资金的募集资金全部 归还至公司募集资金账户,使用期限未超过12个月,并将上述募集资金的归还情 况通知了保荐机构及保荐代表人。 特此公告。 中国核工业建设股份有限公司董事会 2025年7月26日 1 ...
可控核聚变板块高开,浙富控股等股3连板
news flash· 2025-07-23 01:31
可控核聚变板块高开,浙富控股(002266)、东方电气(600875)、中国能建(601868)3连板,浙能 电力(600023)、中国核建(601611)、中核科技(000777)纷纷高开。消息面上,昨日,中国聚变能 源有限公司在沪成立,为中核集团直属二级单位。 这几只票暗盘资金正在偷偷流入,立即查看>> ...
中国核建年投32亿研发累赚131亿 半年新签合同额871亿增逾百亿
Chang Jiang Shang Bao· 2025-07-20 22:51
长江商报消息 ●长江商报记者 沈右荣 以核电工程建设为主业的中国核建(601611.SH)经营依旧稳健。 7月16日,中国核建披露经营情况简报。2025年前6个月,公司累计实现新签合同 871.49 亿元,与上年 同期相比,增加逾百亿元。上半年,公司累计实现营业收入531.84 亿元。 中国核建核心业务是核电工程,截至2024年底,公司累计建设96台核电机组,其中64台已投产运营。在 此基础上,公司重点发展工业与民用工程业务,持续提高产业链一体化运作能力,持续推进区域化和多 元化的资源布局,形成了较强的市场竞争力。 中国核建通过研发具备迭代升级的科技创新驱动力。2024年,公司研发投入约32亿元。 中国核建的盈利能力持续提升,自2016年A股上市至2024年,公司营收净利持续双增。 截至2025年一季度末,中国核建总资产达2405.17亿元,较2019年底接近翻倍。 半年新签合同额871亿 中国核建揽下的订单继续保持增长趋势。 根据最新公告,2025年前6个月,中国核建累计实现新签合同额871.49亿元,与上年同期的766.37 亿元 相比,将增加105.12亿元,增幅为12.06%。 根据此前披露的数据,2 ...
宏微观验证基建景气回升,重点关注低估值央国企
Tianfeng Securities· 2025-07-20 12:43
行业报告 | 行业研究周报 建筑装饰 证券研究报告 宏微观验证基建景气回升,重点关注低估值央国企 核心观点 本周建筑指数上涨 0.32%,沪深 300 板块上涨 1.07%,建筑板块跑输大盘 0.75pct,专业工程、建筑设计、基建板块涨幅靠前。近期投资数据和建筑 企业二季度订单陆续披露,宏微观层面验证基建景气度仍可持续,而央国 企当前估值仍处于较低水平,需重点关注。 6 月基建投资延续托底,能源类基建及水利投资仍保持强度,交通类基建 有所回暖。25 年 1-6 月地产开发投资/狭义基建/广义基建/制造业同比分别 -11.2%/+4.6%/+8.9%/+7.5%,6 月单月地产开发投资/狭义基建/广义基建/制 造业同比分别-12.4%/+2%/+5.3%/+5.1%(增速环比-0.01/-3.1/-3.9/-2.7pct)。 6 月基建投资增速放缓或与 5 月基建类财政支出下滑以及天气扰动因素相 关,其中,交运数据回升明显,水电燃热投资增速仍在高位,基建投资仍 然在经济稳增长中发挥重要作用。 近期建筑央国企陆续披露二季度订单情况:1)从央企的订单情况来看,目 前披露二季度订单情况的有中国中铁、中国能建、中国化 ...
上交所举办可控核聚变产业沙龙 探路未来能源新格局
对于各方普遍关注的核聚变商业化问题,从产业链上游企业近年订单规模、产能规模稳步增长可以看 出,我国可控核聚变商业化已在加速推进,发出"第一度电"的时间表有望提前。 7月17日,上交所举办"可控核聚变"产业沙龙,超过20家产业链上下游企业参加,涵盖产业链上下游核 心部件、系统装置、工程应用等领域。同时,近30家创投机构、公募基金、证券公司、银行等金融机构 参会。在产业沙龙上,各方深入探讨我国高温超导带材、聚变实验堆、装置部件和材料等产业发展前 景、技术突破时间表、国家战略方向、资本市场支持重点等事项。 可控核聚变技术被誉为人类能源问题的终极解决方案,不仅是推动新一轮全球能源革命、促进碳中和的 关键力量,更是世界各国科技竞争的前沿阵地。 在沪市公司中,已涌现出一批实力强劲的链主型龙头企业。例如,中国核电(601985)作为国内核能龙 头"国家队",深度参与CFETR(中国聚变工程实验堆)项目,推动核聚变从实验室向商业化应用迈进。中 国核建(601611)承担了国际热核聚变实验堆(ITER)核心部件制造与安装,为环流三号装置改造提供工 程支持,在核聚变装置建造领域技术壁垒显著。在材料端,西部超导作为我国唯一承担IT ...
房屋检测概念下跌0.18%,5股主力资金净流出超千万元
Market Performance - The housing inspection sector declined by 0.18%, ranking among the top losers in the market, with notable declines from companies like Luopuskin, Chongqing Construction, and Anhui Construction [1] - In contrast, 18 stocks within the sector experienced price increases, with Hualan Group, Shenzhen Urban Transport, and Sujiao Technology leading the gains at 3.11%, 2.89%, and 1.66% respectively [1] Capital Flow - The housing inspection sector saw a net outflow of 137 million yuan, with 23 stocks experiencing net outflows, and 5 stocks seeing outflows exceeding 10 million yuan [1] - The stock with the highest net outflow was Tefa Service, with a net outflow of 33.09 million yuan, followed by Nanwei Software, Longyuan Construction, and China Nuclear Construction with outflows of 22.42 million yuan, 20.34 million yuan, and 15.85 million yuan respectively [1] Top Gainers and Losers - The top gainers in the housing inspection sector included Huace Testing, Hualan Group, and Jinyu Group, with net inflows of 19.69 million yuan, 6.45 million yuan, and 5.10 million yuan respectively [2] - The outflow leaderboard featured Tefa Service, Nanwei Software, and Longyuan Construction, with respective outflows of 33.09 million yuan, 22.42 million yuan, and 20.34 million yuan [2]
中国核建(601611) - 中国核建关于经营情况简报的公告
2025-07-15 09:00
证券代码:601611 证券简称:中国核建 公告编号:2025-044 中国核工业建设股份有限公司 截至 2025 年 6 月,公司累计实现新签合同 871.49 亿元,累计实现营业收入 531.84 亿元。 以上数据未经审计,由于客观情况变化等因素,与未来签约额及营业收入并 不完全一致,特别提醒投资者注意。 特此公告。 中国核工业建设股份有限公司董事会 2025 年 7 月 16 日 关于经营情况简报的公告 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。 现将公司 2025 年 6 月主要经营情况公布如下,供各位投资者参考: ...
中国核建:累计新签合同871.49亿元,累计营业收入531.84亿元
news flash· 2025-07-15 08:44
Core Viewpoint - China Nuclear Engineering Corporation (CNEC) announced that by June 2025, it is expected to achieve a cumulative new contract signing of 87.149 billion yuan and a cumulative operating revenue of 53.184 billion yuan [1] Summary by Relevant Categories - **New Contracts** - The company anticipates a total of 87.149 billion yuan in new contracts signed by June 2025 [1] - **Operating Revenue** - The cumulative operating revenue is projected to reach 53.184 billion yuan by the same date [1]
哪些低估值品种值得关注?
Tianfeng Securities· 2025-07-06 07:15
Investment Rating - The industry rating is maintained as "Outperform" [6] Core Viewpoints - The construction sector has underperformed the broader market, with a weekly increase of 0.72% compared to the 1.78% rise in the CSI 300 index, resulting in a 1.06 percentage point lag [5][26] - There is an increasing market focus on low-valuation, high-dividend stocks within the construction sector, particularly among central state-owned enterprises (SOEs), local SOEs, international engineering firms, and private enterprises [14][34] - The construction sector's central SOEs, such as China Chemical, have significantly lower price-to-earnings (PE) ratios compared to their peers, with China Chemical's PE at 7.99, placing it in the 6.8% percentile since 2010 [15][14] - Local SOEs like Shandong Road and Anhui Construction show low PE ratios of 3.94 and 6.10, respectively, with dividend yields exceeding those of central SOEs [16][14] - Private enterprises such as Jianghe Group and Sanwei Chemical also demonstrate strong dividend capabilities, with yields of 8.90% and 4.83% respectively [19][14] Summary by Sections Low-Valuation Stocks Worth Attention - Central SOEs like China Chemical and China Railway Construction have low PB ratios, with China Railway at 0.41 and China Railway at 0.45 [14][15] - Local SOEs such as Shandong Road and Anhui Construction have PE ratios significantly below 10, indicating potential investment opportunities [16][14] - Private enterprises like Jianghe Group and Yaxiang Integration have returned to reasonable valuation levels, with PE ratios of 11.66 and 12.21 respectively [19][14] Market Performance Review - The construction index increased by 0.72% in the week from June 30 to July 4, lagging behind the CSI 300's 1.78% increase [5][26] - Notable individual stock performances included Chengbang Co. (+42.23%) and Hangzhou Garden (+31.16%) [5][26] Investment Recommendations - Focus on cyclical opportunities arising from improvements in construction activity, particularly in water conservancy, railways, and aviation sectors [34][35] - Highlight the potential of nuclear power investments and emerging business directions within the construction sector [36][34] - Emphasize investment opportunities in major hydropower projects and the deep-sea economy, with recommendations for companies involved in these sectors [37][34]
7月2日晚间重要公告一览
Xi Niu Cai Jing· 2025-07-02 10:18
Group 1 - CITIC Construction Investment has received approval from the China Securities Regulatory Commission to issue perpetual subordinated bonds with a total face value of no more than 20 billion yuan [1] - Bluefocus Technology has received a loan commitment of up to 900 million yuan from CITIC Bank for stock repurchase [1] - Huaren Pharmaceutical's subsidiary has received approval for the listing of Bumetanide raw materials, which are used to treat severe heart failure and hypertension emergencies [3] Group 2 - Betta Pharmaceuticals has received approval for the listing of Enasidenib capsules in Macau, aimed at treating ALK-positive locally advanced or metastatic non-small cell lung cancer [4] - Juewei Food plans to use 110 million yuan of idle fundraising for cash management, with an expected annual yield of 1.00%-1.89% [6] - China Huadian has successfully completed the issuance of 1 billion yuan medium-term notes with a coupon rate of 1.95% [9] Group 3 - Fosun Pharma's subsidiary has received a GMP certificate from the Belgian Federal Agency for Medicines and Health Products for the production facilities of two monoclonal antibodies [11] - China Nuclear Engineering has signed a civil engineering contract for the Taishan Nuclear Power Units 3 and 4 [13] - Kanglongda has faced administrative regulatory measures from the Zhejiang Securities Regulatory Bureau due to the failure of performance commitment parties to fulfill compensation obligations [15] Group 4 - Gaoling Information has received three invention patent certificates in the second quarter, covering various technological fields [16] - Weimais plans to use 190 million yuan of excess fundraising to increase capital in its subsidiary for building a new energy vehicle powertrain production base [17] - Huazhong Technology has received a project designation notice from a leading eVTOL manufacturer for the development and supply of an intelligent cockpit multimedia display system [19] Group 5 - Madi Technology expects a net profit of 25 million to 27 million yuan for the first half of 2025, marking a turnaround from a loss in the previous year [19] - Dazhong Mining's subsidiary has obtained a mining license for the Zhouyoufang Iron Mine, increasing production capacity to 6.5 million tons per year [20] - Zhongguancun's subsidiary has had its application for the listing of Arolol hydrochloride tablets accepted by the National Medical Products Administration [21] Group 6 - Tianhong Co. has signed a property management contract worth 15 million yuan with a local company [22] - Dong'an Power has secured nine new market designation agreements in the second quarter, with a projected total sales volume of 1.5 million units [24] - Zhujiang Co. has appointed Zhao Kun as the new deputy general manager [25] Group 7 - Jinyi Industrial has won a bid for a project worth 335 million yuan from the China Railway Shanghai Bureau Group [26] - Kangchen Pharmaceutical has received a clinical trial notification for its innovative drug KC1086, aimed at treating advanced solid tumors [27] - Changhua Group has received a project designation notice from a new energy vehicle company, with an expected total sales amount of 970 million yuan [29] Group 8 - Lingxiao Pump Industry plans to use 60 million yuan of idle funds to purchase financial products [31] - Mould Technology has received a project designation for exterior parts from a well-known North American electric vehicle company, with an expected total sales of 1.236 billion yuan [34] - Fulongma has pre-bid for five sanitation service projects in June, with a total contract amount of 181 million yuan [35] Group 9 - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange [36] - *ST Yuancheng is under investigation by the CSRC for suspected false financial disclosures [37] - Beilu Pharmaceutical's subsidiary has received approval for the listing of Iopamidol raw materials [38] Group 10 - Zhejiang Liming's shareholder plans to reduce their stake by up to 2.93% [39] - Zhejiang Liming's actual controller has committed not to reduce their holdings within a year [40] - SAIC Motor reported a total vehicle sales of 2.0526 million units in the first half of 2025, a year-on-year increase of 12.35% [41] Group 11 - Xinhongcheng expects a net profit increase of 50%-70% for the first half of 2025 [42] - Xianhe Co. plans to invest 11 billion yuan in a bamboo pulp paper integrated project [42] - Great Wall Motors reported a total vehicle sales of 569,800 units in the first half of 2025, a year-on-year increase of 1.81% [43] Group 12 - Dongfeng Co. received a government subsidy of 10 million yuan [44] - Zhongke Environmental Protection has acquired two water environmental companies in Guangxi for a total of 353 million yuan [45] - Anji Food's H-share public offering is priced at 60 Hong Kong dollars per share [46]