Core Insights - China Metallurgical Group is actively contributing to modern construction in the Central Plains, highlighted by two landmark projects: the Central Plains High-speed Rail Port Digital Exhibition and Trade City and the Central Plains Medical Science City International Exchange Center [1][2] Group 1: Central Plains High-speed Rail Port Digital Exhibition and Trade City - The project covers a total construction area of 527,400 square meters, featuring 13 standard exhibition halls and 3 multifunctional halls, making it one of the largest in the country [2][3] - The total steel usage for the project is 106,000 tons, with the underground parking area equivalent to 328 basketball courts [3] - The project employs advanced construction techniques, including a large-span arch steel truss hydraulic synchronous lifting technology, enhancing construction efficiency and precision [3][4] - The project is recognized as a "smart construction demonstration project" in Henan Province, utilizing digital management to optimize various construction elements [4][5] Group 2: Central Plains Medical Science City International Exchange Center - This project spans approximately 139,000 square meters and integrates conference, exhibition, office, and hotel functions, serving as a key provincial project for high-quality development in the region [6][7] - The project team has achieved significant milestones, including the completion of the steel structure and is currently focused on facade and interior work [6][7] - The design is inspired by the national treasure "Lotus Crane Pot," with a unique architectural layout that emphasizes both aesthetics and functionality [8][9] - The project utilizes BIM digital tools for optimizing pipeline arrangements, significantly improving construction efficiency by 10% [9][10] Group 3: Project Management and Quality Assurance - Both projects emphasize a strong commitment to quality management, implementing strict standards and a comprehensive quality assurance system to ensure high-quality outcomes [9][10] - The projects are designed to enhance regional cultural exchange and medical innovation, contributing to the broader strategic goals of the company [10]

Core Viewpoint - The company emphasizes its commitment to green development and the "dual carbon" goals, integrating eco-friendly practices across various sectors including steel production, construction, mining, and water management [1][2][6][7] Group 1: Green Metallurgy - The company focuses on low-carbon and intelligent development in the steel industry, implementing key technologies for carbon reduction and energy efficiency [2] - Innovations include the world's first full waste heat recovery process for converters and the establishment of a hydrogen-based direct reduction vertical furnace experimental platform [2] - The company aims to reduce carbon emissions by 80,000 tons annually through innovative processes, achieving a 70% reduction in carbon emissions and up to 80% reduction in pollutants [2] Group 2: Green Construction - The company promotes green construction practices, utilizing technologies like prefabricated buildings and BIM to enhance sustainability [3] - A notable project includes a waste-to-energy facility in Shanghai, capable of processing 3,800 tons of waste daily and generating 800 million kWh of electricity annually, reducing CO2 emissions by 330,000 tons [3] - The company has received 32 national and provincial-level green awards in 2024, highlighting its commitment to eco-friendly construction [3] Group 3: Green Mining - The company has developed a comprehensive green technology matrix for mining, focusing on lifecycle management and ecological restoration [4][5] - Innovations include full tailings filling systems and intelligent ventilation technologies, contributing to significant reductions in emissions and environmental impact [4] - The company has successfully implemented these technologies in various mining projects, promoting sustainable mining practices [5] Group 4: Water Environment Management - The company is actively involved in water environment governance, achieving significant results in wastewater treatment and ecological restoration [6] - In 2024, the company reported reductions of over 140,000 tons in COD, ammonia nitrogen, total phosphorus, and total nitrogen through advanced wastewater treatment technologies [6] - The establishment of a comprehensive wastewater treatment model integrates multiple technologies for enhanced efficiency and sustainability [6] Group 5: Overall Green Development Strategy - The company aims to transform the "green mountains and clear waters" concept into replicable technical solutions and engineering practices [7] - It targets high-quality development through innovative green production capabilities, positioning itself as a leader in ecological civilization construction [7]

金融界5月26日消息，上证指数低开震荡，中证全指建筑与工程指数 (建筑工程，H30195)报3572.10点。 数据统计显示，中证全指建筑与工程指数近一个月下跌0.46%，近三个月下跌2.46%，年至今下跌 6.61%。 从中证全指建筑与工程指数持仓的市场板块来看，上海证券交易所占比78.88%、深圳证券交易所占比 21.12%。 从中证全指建筑与工程指数持仓样本的行业来看，基础设施建设占比48.77%、房屋建设占比20.36%、 专业工程占比20.10%、建筑设计及服务占比9.23%、园林工程占比1.55%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当中证全指指数调整样本时，中证全指行业指数样 本随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对中证全指行业指 数样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形 的处理，参照计算与维护细则处理。 据了解，为 ...

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering industry [11]. Core Insights - The report highlights fluctuations in infrastructure investment growth and emphasizes the importance of subsequent funding implementation [2]. - Fixed investment growth is declining, with a drop in the PMI for both manufacturing and construction sectors [6][19]. - The construction sector is experiencing pressure on orders, with a notable decline in new orders and employment indices [6][39]. Summary by Sections Investment & Orders - In April, the manufacturing PMI fell below 50, and the construction PMI also decreased, with new orders and employment indices at 39.6% and 37.8% respectively. The construction PMI was 51.9%, down 4.4 percentage points year-on-year and 1.5 percentage points month-on-month [6][19]. - Fixed asset investment from January to April reached CNY 14.7 trillion, a year-on-year increase of 4.0%, with narrow infrastructure investment at CNY 4.9 trillion, up 5.8% year-on-year [22][23]. Physical Workload - Cement output has shown a year-on-year decline, while demand for cement in infrastructure remains relatively stable. From January to April, cement production decreased by 2.8% year-on-year [8][30]. Project Funding - The funding availability rate for construction projects is stable, with a slight improvement in housing construction. As of May 13, the funding availability rate was 59.1%, with non-housing projects at 60.65% and housing projects at 51.33% [9][30]. - The issuance of special bonds has accelerated, with a total of CNY 13.68 trillion issued year-to-date, which is CNY 5.12 trillion more than the previous year [9][30].

Overview - The urbanization process in China is driving higher demands for municipal infrastructure, including transportation, water supply, drainage, and sewage treatment [1][10] - The municipal engineering contracting industry is experiencing rapid development due to the increasing need for infrastructure construction and renovation [1][10] - However, in recent years, the growth rate of municipal investment has slowed, leading to a significant decrease in municipal engineering contracting orders and revenue [1][10] Market Size - In 2024, the total revenue from municipal engineering contracting in China is projected to decline to 765.35 billion yuan, a year-on-year decrease of 6.06% [1][12] - The breakdown of total contracting revenue includes: urban rail transit engineering (36.1%), urban road and bridge engineering (14.7%), municipal landscaping engineering (11.4%), urban road greening engineering (10.2%), urban lighting engineering (7.5%), urban surface transportation engineering (5.0%), and urban parking lot construction engineering (4.2%) [1][12] Market Policies - The Chinese government has issued several policies to enhance the regulation of municipal engineering construction, streamline approval processes, and improve market order [5][7] - Key policies include measures to strengthen supervision of construction contracting, promote the update of municipal infrastructure equipment, and enhance the management of foreign contracting projects [5][7] Industry Chain - The upstream of the municipal engineering contracting industry includes suppliers of construction materials (concrete, steel, cement, etc.) and engineering machinery [8] - The downstream market primarily consists of government departments and state-owned enterprises, which are the largest demanders of municipal engineering projects [8] Competitive Landscape - The municipal engineering contracting industry in China is characterized by intense competition, with numerous enterprises, including large state-owned enterprises like China Communications Construction Company and China Railway Group [14][15] - The top 10 companies in the municipal engineering bidding market are all state-owned enterprises, indicating a strong presence of government-backed firms in the industry [14][15] Development Trends - The industry is expected to transition towards intelligent construction methods, utilizing technologies such as BIM to optimize design and operational processes [22] - There will be an increased focus on green building materials and sustainable construction practices in response to environmental concerns [22] - Opportunities for international expansion are anticipated as Chinese municipal engineering firms seek to participate in global markets, particularly under initiatives like the Belt and Road [22]

Investment Rating - Investment rating for the construction decoration industry is "Positive" (maintained) [5][13] Core Viewpoints - The report emphasizes the importance of focusing on central enterprises in infrastructure, which are currently underweighted relative to the CSI 300 index. The recent regulatory changes by the China Securities Regulatory Commission aim to shift the focus of public funds from scale to returns, potentially benefiting the construction sector [4][6][14] - The report highlights that major construction companies like China State Construction, China Chemical, and Sichuan Road and Bridge are currently in a state of slight overweight in fund holdings, while others like China Railway and China Energy Construction are underweight, indicating potential investment opportunities [7][14] Summary by Sections Weekly Insights - The report discusses the recent regulatory framework aimed at enhancing the quality of public fund management, which is expected to influence the investment strategies of fund managers and create structural investment opportunities in the market [6][13] - It notes that construction central enterprises may gain significant allocation opportunities as fund strategies adjust [14] Infrastructure Data Tracking - The report provides data on special bonds, indicating that the issuance volume for the week was 993.94 billion, with a cumulative issuance of 31,844.40 billion, reflecting a year-on-year increase of 116.54% [16] - It also mentions that the issuance of urban investment bonds for the week was 150.09 billion, with a cumulative net financing amount of -2,297.57 billion [16] Company Dynamics - The report highlights several companies' contract announcements, showcasing strong project acquisition capabilities. For instance, China State Construction signed contracts worth 14,247 billion from January to April, reflecting a year-on-year increase of 3.7% [22][23] - It also notes that companies like China Nuclear Engineering and Shaanxi Construction have secured significant contracts, indicating robust domestic infrastructure demand [22][23] Market Review - The report summarizes market performance, noting that the Shanghai Composite Index rose by 0.76% and the construction decoration index increased by 0.77% during the week. It highlights that all sub-sectors within construction, except for specialized engineering and consulting services, experienced gains [10][26] - It identifies top-performing stocks within the construction sector, with notable increases in companies like Dongzhu Ecology and Zhengzhong Design [10][26]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而發表。 以 下 為 中 國 冶 金 科 工 股 份 有 限 公 司（「本公司」）於 二 零 二 五 年 五 月 十 六 日 在 上 海 證 券 交 易 所 網 站 刊 發 的 資 料 全 文，僅 供 提 供 信 息 之 用。 承董事會命 中國冶金科工股份有限公司 常 琦 聯席公司秘書 北 京，中 國 二零二五年五月十六日 於 本 公 告 日 期，本 公 司 董 事 會 包 括 執 行 董 事：陳 建 光 先 生 及 白 小 虎 先 生； 非 執 行 董 事：郎 加 先 生 及 閆 愛 中 先 生（職 工 代 表 董 事）；以 及 獨 立 非 執 行 董 事：劉 力 先 生、吳 嘉 寧 先 生 及 周 國 萍 女 士。 * 僅供識別 A 股简称：中国中冶 A 股 ...

A 股简称：中国中冶 A 股代码：601618 公告编号：临 2025-029 中国冶金科工股份有限公司 关于 2025 年 4 月提供担保的公告 中国冶金科工股份有限公司（以下简称"中国中冶"、"本公司"、"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: 被担保人名称及是否为公司关联人：被担保人 MCC Land (Singapore) Pte. Ltd.（中冶置业（新加坡）有限公司，以下简称"新加坡置业"）、被担保人 MCC Engineering (Singapore) Pte. Ltd.（中冶工程（新加坡）有限公司，以下简称"新加 坡建设"）为本公司全资三级子公司，不属于本公司关联人。 1 是否有反担保：无。 本公司无逾期对外担保。 过人民币 34.3 亿元担保，有效期自公司 2023 年度股东周年大会批准之日起至公司 2024 年度股东周年大会召开之日止。同时，股东大会授权公司总裁办公会审批上述 担保计划范围内发生的具体担保业务及调剂事项。有关情况详见公司于 2024 年 6 月 4 日披露的《中 ...

Group 1 - Feilong Co., Ltd. received a project designation notification letter from a well-known domestic automobile brand, becoming a supplier for a water-side thermal management module, with expected sales revenue during the lifecycle meeting disclosure standards [1] - Hanchuan Intelligent's controlling shareholder received a warning letter from Jiangsu Securities Regulatory Bureau for failing to timely disclose a share pledge contract, which may affect the company's control and stock price [2] - Vanke A completed the redemption of the "20 Vanke 04" corporate bonds, with a redemption amount of 1.5 billion yuan and interest payment of 51.75 million yuan [3][4] Group 2 - China Shenhua reported a 4% year-on-year decline in coal sales volume for April, totaling 35.6 million tons, and a 3.9% decrease in commodity coal production [5] - Shaanxi Black Cat plans to increase capital by 600 million yuan for its wholly-owned subsidiary Xinjiang Black Cat Coal Industry to enhance its capital strength [6][7] - China National Aviation reported an 8.6% year-on-year increase in passenger turnover for April, with a 5.3% increase in passenger capacity [8][9] Group 3 - Huabei Pharmaceutical's subsidiary received approval for clinical trials of a recombinant tetanus vaccine, which is a new generation vaccine with better safety and immunogenicity [10] - China Chemical's subsidiary received a lawsuit notice related to a securities false statement liability dispute [11] - China Metallurgical Group reported a 24.9% year-on-year decline in new contract value for January to April, totaling 308.4 billion yuan [13] Group 4 - Zhongmei Energy reported a 5.8% year-on-year decline in commodity coal sales for April, totaling 21.1 million tons [14] - Huangma Technology announced a plan to reduce holdings of up to 6.26 million shares due to personal funding needs [15] - Aiyingshi proposed a cash dividend of 2.53 yuan per 10 shares for the fiscal year 2024 [16] Group 5 - Shengyi Technology's executives plan to reduce their holdings by a total of 1.49 million shares [17] - CanSino's inhaled tuberculosis vaccine received clinical trial approval in Indonesia [18] - Beidouxingtong completed the acquisition of 51% of Shenzhen Tianli Automotive Electronics Technology Co., Ltd. [19] Group 6 - Spring Airlines reported a 12.29% year-on-year increase in available capacity for April, with a total of 4.73 billion ton-kilometers [20] - Dongya Pharmaceutical's raw material drug received registration certification in South Korea [21] - Shandong Steel plans to establish a sales subsidiary with a registered capital of 20 million yuan [22] Group 7 - Caida Securities appointed Hu Hengsong as the executive vice president [23] - Aibulu's vice president resigned due to personal career planning [24] - *ST Jinguang's stock price surged amid a warning of delisting risk [25] Group 8 - Yunnan Energy Investment plans to implement a 600,000 tons/year salt production energy-saving and carbon reduction project with a total investment of 448 million yuan [27] - Hanyu Group's executives plan to reduce their holdings due to personal funding needs [28] - Jiangsu Boyun's shareholders plan to reduce their holdings by up to 971,300 shares [29] Group 9 - Hainan Airport signed a cooperation agreement with Harbin Institute of Technology (Shenzhen) to establish a joint laboratory [32] - Xiamen Tungsten New Energy plans to acquire 47% of Ganzhou Haopeng Technology Co., Ltd. [33] - Dongfang Materials announced a change in controlling shareholder due to judicial auction of shares [34] Group 10 - Jingyuan Environmental Protection's executives plan to reduce their holdings by a total of 1.176% of the company's shares [35] - China Pacific Insurance reported a 10.4% year-on-year increase in original insurance premium income for the first four months [36] - ST United is planning a major asset restructuring and has suspended trading [37] Group 11 - *ST Suwu's chairman received a notice of investigation for suspected information disclosure violations [39] - Huagong Technology's subsidiary plans to establish a joint venture [40] - Qibin Group terminated the purchase of 28.78% equity in its subsidiary [41] Group 12 - Huakang Clean signed a construction contract worth 143 million yuan with Dengfeng City General Hospital [42] - Kanghong Pharmaceutical received approval for clinical trials of a drug for postpartum depression [43] - Shengjing Micro plans to repurchase shares worth between 30 million and 50 million yuan [44] Group 13 - Shenghe Resources' subsidiary plans to acquire 100% of Peak Rare Earths Limited for 158 million Australian dollars [45] - Sinopec's controlling shareholder increased its stake by 302 million H-shares, amounting to HKD 1.232 billion [46] - Mingyang Circuit plans to repurchase shares worth between 15 million and 25 million yuan [47] Group 14 - China Oil Engineering's subsidiary won a project in Iraq worth approximately 11.538 billion yuan [48] - Chaojie Co., Ltd. announced the termination of a share transfer agreement [49]

4 月份，本公司部分新签单笔合同额在人民币 10 亿元以上的重大工程承包合同 如下： 以上数据为阶段性数据，仅供投资者参考，最终数据以定期报告披露数据为准。 特此公告。 中国冶金科工股份有限公司董事会 2025 年 5 月 15 日 A 股简称：中国中冶 A 股代码：601618 公告编号：临 2025-028 中国冶金科工股份有限公司 2025 年 1-4 月新签合同情况简报 中国冶金科工股份有限公司（以下简称"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。 本公司 2025 年 1-4 月新签合同额人民币 3,084.0 亿元，较上年同期降低 24.9%， 其中新签海外合同额人民币 192.9 亿元，较上年同期降低 7.7%。 单位：人民币亿元 序号 合同签订主体 项目（合同）名称 合同金额 1 中国五冶集团有限公司 中冶长天国际工程有限责任 公司 中冶京诚工程技术有限公司 郑州航空港经济综合实验区翠湖片 区综合开发项目 120.0 2 中冶建工集团有限公司 渭城区碱滩新村棚户区改造项目 （一期）EPC 工程总承包 ...