金融界消息 截至2025年8月25日收盘，中国建筑（601668）报收于5.72元，上涨2.14%，换手率0.87%， 成交量360.33万手，成交金额20.49亿元。 资金流向方面，今日主力资金净流入1736.96万元，占比成交额0.85%。其中，超大单净流入5650.96万 元、占成交额2.76%，大单净流出3914.01万元、占成交额1.91%，中单净流出流出8844.49万元、占成交 额4.32%，小单净流入7107.54万元、占成交额3.47%。 中国建筑最新一期业绩显示，截至2025一季报，公司营业总收入5553.42亿元、同比增长1.10%，归属净 利润150.13亿元，同比增长0.61%，扣非净利润148.50亿元，同比增长0.75%，流动比率1.313、速动比率 0.861、资产负债率75.67%。 天眼查商业履历信息显示，中国建筑股份有限公司，成立于2007年，位于北京市，是一家以从事房屋建 筑业为主的企业。企业注册资本3000000万人民币，实缴资本1800000万人民币。公司法定代表人为郑学 选。 通过天眼查大数据分析，中国建筑股份有限公司共对外投资了202家企业，参与招投标项目500 ...

Group 1 - China State Construction International (03311) announced that unclaimed final dividends for the year 2018 and interim dividends for the year 2019 will be forfeited and returned to the company on September 8, 2025 [1]

Market Performance - The housing construction sector increased by 1.81% on August 25, with Longyuan Construction leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Longyuan Construction (600491) closed at 3.79, up 4.99% with a trading volume of 1.007 million shares and a transaction value of 3.77 billion [1] - China State Construction (601668) closed at 5.72, up 2.14% with a trading volume of 3.6033 million shares and a transaction value of 20.49 billion [1] - Shanghai Construction (600170) closed at 2.49, up 1.63% with a trading volume of 3.2221 million shares and a transaction value of 800 million [1] - Other notable stocks include Chongqing Construction (600939) at 3.68, up 1.10%, and Ningbo Construction (601789) at 5.59, up 0.90% [1] Capital Flow - The housing construction sector experienced a net outflow of 65.489 million from institutional investors and 88.5866 million from speculative funds, while retail investors saw a net inflow of 154 million [1] - Longyuan Construction had a net inflow of 44.4392 million from institutional investors, but a net outflow of 14.0409 million from speculative funds [2] - China State Construction had a net inflow of 17.3696 million from institutional investors, with a significant net outflow of 88.4449 million from speculative funds [2]

Core Viewpoint - China State Construction International (03311) announced that unclaimed dividends from the 2018 final and 2019 interim periods will be forfeited and returned to the company on September 8, 2025 [1] Summary by Relevant Sections - **Company Announcement** - The company has issued a notice regarding the unclaimed dividends from the 2018 and 2019 fiscal years [1]

Summary of Key Points Core Viewpoint - China State Construction International (03311.HK) announced that unclaimed dividends will be forfeited and returned to the company on September 8, 2025 [1] Dividend Details - The following unclaimed dividends are subject to forfeiture: - 2018 Final Dividend: Declared on March 22, 2019, at HKD 0.12 per share [1] - 2019 Interim Dividend: Declared on August 23, 2019, at HKD 0.16 per share [1]

金融界8月25日消息，上证指数高开高走，上证 180 基建指数 (180基建，000025)上涨1.19%，报1889.98 点，成交额395.04亿元。 数据统计显示，上证 180 基建指数近一个月下跌2.53%，近三个月下跌1.62%，年至今下跌3.00%。 据了解，上证180主题指数系列是在上证180指数的基础上，分别选择符合基建、资源和运输等主题概念 的上市公司证券作为指数样本，以反映其在二级市场的整体表现。该指数以2002年06月28日为基日，以 1000.0点为基点。 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。特殊情况下将对指数进行临时调整。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。若上证180指数 调整样本，或上证180指数中样本公司有特殊事件发生，导致其行业属性发生变化，该指数系列样本进 行相应的调整。 从上证 180 基建指数持仓的市场板块来看，上海证券交易 ...

Investment Rating - The report maintains a "Buy" rating for key companies in the construction and decoration industry, particularly focusing on state-owned enterprises such as China Communications Construction Company (CCCC), China State Construction Engineering Corporation, and others [1][7][8]. Core Insights - The recent issuance of opinions on existing PPP projects clarifies responsibilities and ensures funding sources for ongoing projects, which is expected to accelerate revenue recognition for construction companies [2][7]. - The report emphasizes the strategic importance of Xinjiang, predicting increased central government support and policy incentives due to upcoming significant events, including the 70th anniversary of the Xinjiang Uyghur Autonomous Region [3][21]. - The construction sector is projected to benefit from the acceleration of large-scale infrastructure projects in Xinjiang, particularly in transportation and coal chemical industries, with significant investments expected in the coming years [6][21]. Summary by Sections Industry Investment Rating - The report highlights a "Buy" rating for major construction state-owned enterprises, including CCCC, China State Construction, China Metallurgical Group, and others, indicating strong potential for recovery and growth in their financial performance [1][7][8]. Key Developments - The issuance of guidelines for existing PPP projects aims to ensure smooth project execution and financial support, which is expected to enhance the financial health of construction companies [2][6]. - The report notes that as of the end of 2022, the total value of PPP projects in execution reached approximately 13.83 trillion yuan, with 9.95 trillion yuan expected to enter the operational phase [2][19]. Focus on Xinjiang - The report underscores the importance of Xinjiang's strategic position and the anticipated central government support, particularly in infrastructure and coal chemical projects, with projected investments exceeding 800 billion yuan [3][21]. - It identifies key beneficiaries in the Xinjiang region, including local construction leaders and coal chemical EPC companies, which are expected to see significant growth due to ongoing and upcoming projects [6][21]. Investment Recommendations - The report recommends focusing on construction companies with strong PPP project portfolios and those positioned to benefit from Xinjiang's infrastructure development, including CCCC, China State Construction, and others [7][18]. - It also highlights the potential of coal chemical EPC leaders such as China Chemical Engineering and Donghua Technology, which are expected to benefit from accelerated project timelines [21][26].

Group 1 - The stock price of China State Construction (601668) closed at 5.6 yuan on August 22, 2025, up 0.72% from the previous week [1] - The total market capitalization of China State Construction is 231.394 billion yuan, ranking 1st in the housing construction sector and 58th among all A-shares [1] - A significant block trade occurred on August 18, amounting to 1.9944 million yuan [1] Group 2 - For the period from January to July 2025, China State Construction reported a total new contract amount of 2.6798 trillion yuan, representing a year-on-year increase of 1.4% [2] - The new contracts in the construction business amounted to 2.4868 trillion yuan, with a year-on-year growth of 2.1% [2] - The new contract amount for housing construction was 1.6258 trillion yuan, showing a year-on-year decline of 0.4% [2] - Infrastructure new contracts reached 853.3 billion yuan, reflecting a year-on-year increase of 7.4% [2] - The total area of housing construction was 1,531.31 million square meters, down 1.2% year-on-year [2] - The area of new construction started was 157.08 million square meters, down 8.5% year-on-year [2] - The area completed was 103.66 million square meters, up 4.7% year-on-year [2] - The real estate business reported a contract sales amount of 193 billion yuan, down 7.4% year-on-year [2] - The land reserve at the end of the period was 77.83 million square meters, with new land acquisitions of 5.76 million square meters [2]

金融界2025年8月23日消息，国家知识产权局信息显示，中国建筑第八工程局有限公司取得一项名为"一 种大纵坡下预制综合管廊定位施工系统及施工方法"的专利，授权公告号CN116556414B，申请日期为 2023年04月。 天眼查资料显示，中国建筑第八工程局有限公司，成立于1998年，位于上海市，是一家以从事房屋建筑 业为主的企业。企业注册资本1521800万人民币。通过天眼查大数据分析，中国建筑第八工程局有限公 司共对外投资了268家企业，参与招投标项目5000次，财产线索方面有商标信息114条，专利信息5000 条，此外企业还拥有行政许可7992个。 ...

Group 1 - The Shanghai Urban Infrastructure Index (H50034) rose by 0.67% to 1272.83 points, with a trading volume of 20.635 billion yuan [1] - Over the past month, the index has increased by 1.45%, by 7.37% over the last three months, and by 0.56% year-to-date [1] - The index reflects the performance of listed companies influenced by changes in economic and consumption structures, focusing on themes such as intensive, intelligent, and green low-carbon development [1] Group 2 - The top ten weighted stocks in the Shanghai Urban Infrastructure Index include China State Construction (9.11%), China Railway (6.93%), and Anhui Conch Cement (6.81%) [1] - The index is composed entirely of stocks listed on the Shanghai Stock Exchange, with industrial companies making up 56.81%, real estate 32.23%, and materials 10.95% [2] - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December [2]