| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603388 | *ST元成 | 1.85 | -5.13% | 1.75万 | 323.60万 | | 002062 | 宏润建设 | 9.05 | -3.52% | 78.69万 | 7.12亿 | | 600284 | 浦东建设 | 8.65 | -2.70% | 31.07万 | 2.74亿 | | 603815 | 交建股份 | 11.24 | -1.14% | 21.85万 | 2.46亿 | | 600039 | 四川路桥 | 8.81 | -1.12% | 19.64万 | 1.74亿 | | 601611 | 中国核建 | 8.85 | -1.12% | 11.70万 | 1.04亿 | | 300982 | 苏文电能 | 19.14 | -0.98% | 2.13万 | 4079.55万 | | 600820 | 隧道股份 | 6.42 | -0.93% | 25.84万 | 1.66亿 | | 603778 | 国晟科技 | ...

9月3日，中国核建盘中下跌2.01%，截至13:50，报8.79元/股，成交1.33亿元，换手率0.50%，总市值 264.92亿元。 中国核建所属申万行业为：建筑装饰-基础建设-基建市政工程。所属概念板块包括：破净股、水利建 设、中特估、中字头、央企改革等。 截至6月30日，中国核建股东户数9.03万，较上期减少1.69%；人均流通股33359股，较上期增加1.79%。 2025年1月-6月，中国核建实现营业收入534.72亿元，同比减少2.11%；归母净利润7.98亿元，同比减少 16.48%。 分红方面，中国核建A股上市后累计派现17.57亿元。近三年，累计派现7.84亿元。 机构持仓方面，截止2025年6月30日，中国核建十大流通股东中，南方中证500ETF（510500）位居第六 大流通股东，持股1801.01万股，相比上期增加256.67万股。 责任编辑：小浪快报 资金流向方面，主力资金净流出2885.14万元，特大单买入112.52万元，占比0.84%，卖出966.09万元， 占比7.25%；大单买入2128.59万元，占比15.97%，卖出4160.17万元，占比31.20%。 中国核建今年以 ...

Core Viewpoint - The company experienced a decline in revenue and net profit in the first half of the year, with specific challenges in its construction and civil engineering business, while the nuclear construction segment showed growth in new contracts and revenue [1][2]. Group 1: Financial Performance - The company achieved operating revenue of 53.472 billion yuan in the first half, a year-on-year decrease of 2.11% [1]. - The net profit attributable to shareholders was 798 million yuan, down 16.48% year-on-year, while the net profit after deducting non-recurring items was 775 million yuan, a decrease of 24.96% [1]. - In Q2, the operating revenue was 23.922 billion yuan, a decline of 6.52% year-on-year, and the net profit attributable to shareholders was 246 million yuan, down 38.13% [1]. Group 2: Business Segments - The nuclear construction business signed new contracts worth 30.890 billion yuan, an increase of 34.67% year-on-year, and generated revenue of 17.754 billion yuan, up 17.71% [2]. - The construction and civil engineering business saw new contracts of 53.585 billion yuan, a slight decrease of 0.21% year-on-year, and revenue of 30.376 billion yuan, down 14.92% [2]. Group 3: Profitability and Costs - The overall gross margin for the first half was 9.81%, a decrease of 0.02 percentage points year-on-year, while Q2 gross margin was 10.89%, down 0.41 percentage points [3]. - The company’s expense ratio increased, with a total expense ratio of 6.80% in the first half, up 0.61 percentage points year-on-year, and 7.81% in Q2, an increase of 1.21 percentage points [3]. - The net profit margin for the first half was 1.49%, down 0.26 percentage points year-on-year, and 1.03% in Q2, a decrease of 0.53 percentage points [3]. Group 4: Cash Flow and Financial Health - The company experienced a net cash outflow from operating activities of 13.485 billion yuan in the first half, an increase of 584 million yuan year-on-year, with a cash collection ratio of 75.94%, up 9.41 percentage points [4]. - The asset-liability ratio decreased by 0.91 percentage points to 81.99% year-on-year, while the accounts receivable turnover days increased by 4.01 days to 147.90 days [4]. Group 5: Industry Outlook - The approval of five nuclear power projects and ten units in April indicates a sustained growth trend in the nuclear construction sector, with an estimated total investment exceeding 200 billion yuan, benefiting the company significantly [4].

丨证券研究报告丨 公司研究丨点评报告丨中国核建（601611.SH） [Table_Title] 核建景气持续上行，工民建业务承压 报告要点 [Table_Summary] 公司上半年实现营业收入 534.72 亿元，同比减少 2.11%；归属净利润 7.98 亿元，同比减少 16.48%；扣非后归属净利润 7.75 亿元，同比减少 24.96%。 分析师及联系人 [Table_Author] SAC：S0490520080022 SAC：S0490522060005 SAC：S0490525070008 SAC：S0490525080003 SFC：BUT917 张弛 张智杰 袁志芃 龚子逸 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 公司上半年实现营业收入 534.72 亿元，同比减少 2.11%；归属净利润 7.98 亿元，同比减少 16.48%；扣非后归属净利润 7.75 亿元，同比减少 24.96%。公司实现单二季度营业收入 239.22 亿元，同比减少 6.52%；归属净利润 2.46 亿元，同比减少 38.13%；扣非后归属净利润 2.49 亿 ...

Group 1 - The stock price of China Nuclear Engineering Corporation (CNEC) decreased by 2.08% on September 2, trading at 8.94 CNY per share with a total market capitalization of 26.944 billion CNY [1] - Year-to-date, CNEC's stock price has dropped by 0.07%, with a decline of 5.89% over the last five trading days and a 4.14% drop over the last 20 days [1] - CNEC's main business segments include industrial and civil engineering (61.05% of revenue), nuclear power engineering (28.37%), and other services (10.63%) [1] Group 2 - As of June 30, CNEC reported a total revenue of 53.472 billion CNY for the first half of 2025, a year-on-year decrease of 2.11%, and a net profit attributable to shareholders of 0.798 billion CNY, down 16.48% year-on-year [2] - CNEC has distributed a total of 1.757 billion CNY in dividends since its A-share listing, with 0.784 billion CNY distributed over the past three years [3] - The number of shareholders for CNEC decreased to 90,300 as of June 30, 2025, while the average number of circulating shares per shareholder increased by 1.79% to 33,359 shares [2][3]

本次财报公布的各项数据指标表现不尽如人意。其中，毛利率9.81%，同比减0.18%，净利率2.05%，同 比减15.79%，销售费用、管理费用、财务费用总计23.78亿元，三费占营收比4.45%，同比增8.32%，每 股净资产7.16元，同比增10.64%，每股经营性现金流-4.47元，同比减4.68%，每股收益0.26元，同比减 13.33% 据证券之星公开数据整理，近期中国核建（601611）发布2025年中报。截至本报告期末，公司营业总收 入534.72亿元，同比下降2.11%，归母净利润7.98亿元，同比下降16.48%。按单季度数据看，第二季度 营业总收入239.22亿元，同比下降6.52%，第二季度归母净利润2.46亿元，同比下降38.13%。本报告期 中国核建公司应收账款体量较大，当期应收账款占最新年报归母净利润比达2173.26%。 证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为4.22%，历来资本回报率不强。去年的净利率为2.46%，算上全部成本 后，公司产品或服务的附加值不高。从历史年报数据统计来看，公司上市以来中位数ROIC为4.65%，投 资回报一般，其中最惨年份20 ...

证券代码：601611 证券简称：中国核建 公告编号：2025-050 中国核工业建设股份有限公司 第四届董事会第三十八次会议决议公告 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。 中国核工业建设股份有限公司（以下简称"公司"）第四届董事会第三十八次 会议于2025年8月27日以现场方式召开，会议通知于2025年8月17日送达。本次会 议应参会表决董事9人，实际参会董事9人（其中委托出席2人），董事高宏树、 董事陈学营委托董事王伟潮出席并表决，公司高管列席本次会议。会议的召集、 召开程序合法有效。 本次会议由公司董事长陈宝智先生主持，经与会董事审议，形成决议如下： 一、听取了《2025 年上半年总经理工作报告》 二、听取了《重大投资后评价开展情况报告》 三、通过了《关于 2025 年半年度报告及其摘要的议案》 本议案经公司第四届董事会审计与风险委员会审议通过，同意提交董事会审 议。 表决结果：同意票数 9 票；反对票数 0 票；弃权票数 0 票。 相关内容详见与本公告同时刊登的《中国核建 2025 年半年度报告及摘要》。 四、通 ...

Core Viewpoint - The report highlights the financial performance and operational developments of China Nuclear Engineering & Construction Corporation for the first half of 2025, emphasizing the challenges faced and the strategic initiatives undertaken to enhance competitiveness in the nuclear power and construction sectors [1][2]. Company Overview and Financial Indicators - The company reported a total revenue of approximately 53.47 billion RMB, a decrease of 2.11% compared to the same period last year [2][3]. - The total profit amounted to approximately 1.43 billion RMB, reflecting a decline of 9.97% year-on-year [2][3]. - The net profit attributable to shareholders was approximately 797.67 million RMB, down 16.48% from the previous year [2][3]. - The company's total assets increased by 9.43% to approximately 247.20 billion RMB, while net assets rose by 8.84% to approximately 33.19 billion RMB [2][3]. Industry and Main Business Situation - The nuclear power industry is gaining strategic importance due to the global energy transition and China's dual carbon goals, with the approval of multiple new nuclear projects in 2025 [3][4]. - As of June 30, 2025, China has 112 nuclear units in operation, under construction, or approved for construction, with a total installed capacity of approximately 125 million kW, the largest globally [3][4]. - The company is a leader in nuclear power construction, maintaining a significant market share and continuously enhancing its capabilities through technological advancements [5][6]. Operational Performance - The company achieved new contracts worth approximately 844.75 billion RMB in the first half of 2025, with total revenue reaching approximately 534.72 billion RMB [8][9]. - The nuclear engineering segment remains the core business, with a focus on maintaining leadership in nuclear construction and expanding into industrial and civil engineering sectors [5][6]. - The company has signed significant contracts for various nuclear projects, indicating strong market demand and operational growth [9][10]. Technological and Strategic Initiatives - The company is advancing its digital transformation and innovation in nuclear engineering, focusing on smart manufacturing and digital management [9][10]. - A comprehensive reform initiative is underway to enhance management efficiency and align with national strategic goals, including the promotion of nuclear safety and quality management [10][11]. - The company is committed to expanding its capabilities across the nuclear energy value chain, including maintenance and emergency response services [16][17].

截至报告期末表决权恢复的优先股股东总数（户） | 中国核工业建设股份有限公司2025 | 年半年度报告摘要 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 公司代码：601611 | 公司简称：中国核建 | | | | | | | 中国核工业建设股份有限公司 | | | | | | | | 中国核工业建设股份有限公司2025 | 年半年度报告摘要 | | | | | | | | 第一节 重要提示 | | | | | | | 展规划，投资者应当到 | www.sse.com.cn 网站仔细阅读半年度报告全文。 | | | | | | | 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | | | 无 | | | | | | | | 第二节 | 公司基本情况 | | | | | | | | 公司股票简况 | | | | | | | 股票种类 | 股票上市交易所 股票简称 | | | | 股票代码 变更前股票 | | | 简称 | | | | | | | | A股 | 601611 上海证券交易所 中 ...

公司代码：601611 公司简称：中国核建 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 √适用 □不适用 单位:元 币种:人民币 ■ 反映发行人偿债能力的指标： √适用 □不适用 ■ 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告 ...