Core Insights - China Nuclear Engineering Corporation (601611.SH) announced that as of August 2025, the company has achieved a cumulative new contract signing of 96.633 billion yuan and a cumulative operating revenue of 64.574 billion yuan [1] Company Summary - The company has secured new contracts totaling 96.633 billion yuan, indicating strong business development and growth potential [1] - The cumulative operating revenue stands at 64.574 billion yuan, reflecting the company's operational performance and revenue generation capabilities [1]

Group 1 - The company, China Nuclear Engineering Corporation (CNEC), announced that by August 2025, it has achieved a cumulative new contract signing amounting to 96.633 billion yuan [1] - The cumulative operating revenue of the company reached 64.574 billion yuan [1]

本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (http://rs.p5w.net)或关注微信公众号(名称:全景财经)或下载全景路演 APP， 参与本次互动交流。 活动时间为 2025 年 9 月 19 日(周五)15:00-17:00。届时公司董事长或总经 理、独立董事、总会计师、董事会秘书将在线就 2025 半年度业绩、公司治理、 发展战略、经营状况等投资者关心的问题，与投资者进行沟通与交流（如遇特殊 情况，参会人员将根据实际情况进行调整）。欢迎广大投资者踊跃参与！ 关于参加 2025 年上海辖区上市公司集体接待日 暨中报业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，中国核工业建设股份有限公司 (以下简 称"公司")将参加由中国证券监督管理委员会上海监管局指导、上海上市公司 协会及深圳市全景网络有限公司联合举办的"2025 年上海辖区上市公司集体接 待日暨中报业绩说明会活动"，现将有关事项公告如下: 证券代码：601611 证券简称：中国核建 公告编号： ...

现将公司 2025 年 8 月主要经营情况公布如下，供各位投资者参考： 截至 2025 年 8 月，公司累计实现新签合同 966.33 亿元，累计实现营业收入 645.74 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 证券代码：601611 证券简称：中国核建 公告编号：2025-057 中国核工业建设股份有限公司 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。 2025 年 9 月 13 日 ...

中国核工业建设股份有限公司 2025 年第二次临时股东会----会议资料 目录 中国核工业建设股份有限公司 2025 年第二次临时股东会 会议资料 二〇二五年九月 | 议案 | 1 | 关于选举非独立董事的议案 | 3 | | --- | --- | --- | --- | | 议案 | 2 | 关于选举独立董事的议案 | 4 | | 议案 | 3 | 关于修订《独立董事工作规则》的议案 | 5 | 2 / 5 中国核工业建设股份有限公司 2025 年第二次临时股东会----会议资料 议案 1 关于选举非独立董事的议案 各位股东、股东代表： 公司第四届董事会将于 9 月 21 日任期届满，为保证公司董事会工作正常开 展，按照有关要求进行换届。 经公司董事会提名委员会审核，同意陈宝智、戴雄彪、高宏树、陈学营、张 路为公司第五届董事会非独立董事候选人（简历详见《中国核建关于董事会换届 选举的公告》）。 上述董事候选人经公司股东会选举为董事后，与经公司股东会选举产生的独 立董事以及职工代表大会选举产生的职工董事王伟潮共同组成公司第五届董事 会。第五届董事会任期三年，自公司股东会审议通过之日起算。 各位股东、股东代表 ...

Market Overview - On September 10, the infrastructure sector declined by 0.24% compared to the previous trading day, with *ST Yuan Cheng leading the decline [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Performers in Infrastructure Sector - Dongzhu Ecology (603359) closed at 9.22, up 10.02% with a trading volume of 17,600 lots and a transaction value of 16.21 million [1] - Chengbang Co., Ltd. (603316) closed at 10.02, up 9.99% with a trading volume of 158,500 lots and a transaction value of 156 million [1] - ST Lingnan (002717) closed at 1.60, up 5.26% with a trading volume of 1,375,000 lots and a transaction value of 206 million [1] Underperformers in Infrastructure Sector - *ST Yuan Cheng (603388) closed at 1.85, down 5.13% with a trading volume of 17,500 lots and a transaction value of 3.24 million [2] - Hongrun Construction (002062) closed at 9.05, down 3.52% with a trading volume of 786,900 lots and a transaction value of 712 million [2] - Pudong Construction (600284) closed at 8.65, down 2.70% with a trading volume of 310,700 lots and a transaction value of 27.4 million [2] Capital Flow Analysis - The infrastructure sector saw a net inflow of 99.53 million from main funds, while retail investors experienced a net outflow of 123 million [2][3] - The main funds showed significant net inflows in several stocks, including: - Huylv Ecology (001267) with a net inflow of 14.5 million [3] - Chengbang Co., Ltd. (603316) with a net inflow of 66.68 million [3] - Xinjiang Communications Construction (002941) with a net inflow of 53.23 million [3]

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].

Investment Rating - The investment rating for the company is "Buy" and is maintained [8] Core Views - The company's revenue for the first half of the year was 53.472 billion yuan, a year-on-year decrease of 2.11%. The net profit attributable to shareholders was 798 million yuan, down 16.48% year-on-year. The net profit after deducting non-recurring gains and losses was 775 million yuan, a decrease of 24.96% year-on-year [5][12] - In the second quarter, the company achieved revenue of 23.922 billion yuan, a year-on-year decrease of 6.52%. The net profit attributable to shareholders was 246 million yuan, down 38.13% year-on-year, while the net profit after deducting non-recurring gains and losses was 249 million yuan, a decrease of 49.55% year-on-year [5][12] - The company signed new contracts worth 32.974 billion yuan in the second quarter, a year-on-year decline of 6.28%. The nuclear construction segment saw new contracts of 30.890 billion yuan, an increase of 34.67% year-on-year, while the civil engineering segment had new contracts of 53.585 billion yuan, a slight decrease of 0.21% year-on-year [12] - The company has maintained a high approval rate for nuclear power projects, with 10 units approved for construction, indicating a stable growth outlook for the nuclear construction business [12] Summary by Sections Financial Performance - The company's total revenue for the first half of the year was 53.472 billion yuan, with a net profit of 798 million yuan, reflecting a decline in both metrics compared to the previous year [5][12] - The gross profit margin for the first half was 9.81%, a slight decrease of 0.02 percentage points year-on-year, while the second quarter gross profit margin was 10.89%, down 0.41 percentage points year-on-year [12] - Operating cash flow showed a net outflow of 13.485 billion yuan in the first half, an increase in outflow compared to the previous year, with a collection ratio of 75.94%, up 9.41 percentage points year-on-year [12] Market Outlook - The approval of 10 nuclear power units for construction indicates a positive trend for the nuclear construction sector, with an estimated investment exceeding 200 billion yuan, which is expected to benefit the company significantly [12]

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]