金十图示：2025年07月02日（周三）富时中国A50指数成分股今日收盘行情一览：家电、白酒、有色金属等板块收高，证券、消 费电子、物流等板块收低 富时中国A50指数连续 0.00(0.00%) -0.09(-1.05%) +0.02(+0.48%) 保险 中国太保 12.00 中国人保 中国平安 电机 3843.06亿市值 3571.07亿市值 10163.13亿市值 5.73亿成交额 22.04亿成交额 4.55亿成交额 55.81 37.12 8.69 -0.29(-0.78%) +0.11(+0.20%) -0.02(-0.23%) 酸酒行业 贵州茅台 五粮液 山内对酒 17707.36亿市值 2142.50亿市值 4626.10亿市值 36.89亿成交额 11.55亿成交额 18.41亿成交额 119.18 175.62 1409.60 +4.50(+0.32%) +1.20(+0.69%) +0.55(+0.46%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2280.43亿市值 2336.50亿市值 3150.87亿市值 13.00亿成交额 35.10亿成交额 13.95亿成交额 13 ...

+0.05(+0.91%) +0.10(+1.18%) +0.05(+1.20%) 保险 中国太保 中国平安 中国人保 01 3851.91亿市值 3598.97亿市值 10143.10亿市值 5.37亿成交额 19.62亿成交额 6.12亿成交额 55.70 8.71 37.41 -0.10(-0.27%) +0.22(+0.40%) 0.00(0.00%) 酸酒行业 贵州茅台 山西汾酒 五粮液 17650.84亿市值 2127.86亿市值 4604.75亿市值 27.94亿成交额 9.82亿成交额 14.49亿成交额 174.42 118.63 1405.10 -0.27(-0.23%) -4.42(-0.31%) -1.97(-1.12%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2369.53亿市值 3172.72亿市值 2355.31亿市值 11.51亿成交额 59.25亿成交额 26.84亿成交额 443.30 136.50 563.00 +1.09(+0.25%) -38.50(-6.40%) -4.79(-3.39%) 汽车整车 铁路公路 长城汽车 比亚迪 京沪高铁 2803.44 ...

报告显示，2024年30家上市公司的新签合同额合计人民币184,411.76亿元，同比下降3.44%（数据来源：安永《中国上市建筑公司2024年回顾及未来展望》 报告）。在这一背景下，境外业务占比及变化情况备受瞩目。 安永大中华区政府与基础设施事业部主管合伙人兼安永北京主管合伙人杨淑娟在接受环球网记者采访时表示，尽管2024年整体新签合同额有所回落，但部分 领军企业的境外业务占比却逆势上扬。以中国建筑为例，其境外新签合同额同比增长19%，这一强劲增长无疑为行业注入了新的活力，彰显了中国建筑企业 在国际舞台上的竞争力。 杨淑娟介绍，2024年建筑企业境外业务占比小幅提升，如中国建筑境外新签合同额同比增长19%。企业"走出去"时，需关注政治、法律、财税、金融、供应 链及运营等风险。全球地缘政治风险加剧，企业要构建"穿越周期的新生存法则"，重视风险管控与合规管理。 中国建筑企业出海已取得一定成效，但面临诸多挑战。为此，杨淑娟认为，企业应聚焦核心业务、创新项目模式、明晰战略方向、深耕重点区域、优化协同 发展体系以及赋能海外机构。当前国际市场机遇与挑战并存。一方面，全球经济复苏乏力、地缘政治风险持续存在；另一方面，"一 ...

中国建筑 20250625 中国建筑目前的分红政策和集团增持情况如何？ 中国建筑坚持每年分红金额绝对增长，今年每股分红金额为 0.271 元，比去年 略有增加，股息率维持在 4.5%以上。预计近期将陆续向投资者进行分红。此 外，公司正在进行第七轮集团增持，自去年年底开始累计增持金额超过 6 亿元， 将根据市场变化适时进行，以维护投资者利益。这些措施体现了公司积极回报 摘要 中国建筑前五个月建筑业务合同额近 1.7 万亿元，同比增长 2.2%，其 中基建业务增长 16%，主要由能源工程（增速接近翻倍）、水利水运及 市政工程推动，而房屋建筑合同额略有下降。 地产业务销售额约 1,300 亿元，同比略有下降，但 4 月和 5 月销售额同 比降幅收窄，总体向好。公司坚持每年分红金额绝对增长，今年每股分 红 0.271 元，股息率维持在 4.5%以上，并持续进行第七轮集团增持。 应收账款结构中，纯政府类项目占 10%，国有企业及地方政府融资平台 公司占 40%，央企占 10%，外资占 5%，民营企业占 35%。依赖地方 政府发债进展，预计 2025 年超长期国债和专项债仍有较大释放空间， 现金流有望改善。 能源工程业务 ...

长江商报奔腾新闻记者 杨蝶 今年以来，中国建筑（601668）（601668.SH）继续稳健前行。 6月24日晚间，中国建筑发布公告称，公司近期获得八项重大项目，总金额达215.3亿元，占2024年度经 审计营业收入的1%。 具体来看，上述重大项目涉及房屋建筑和基础设施领域。其中，房屋建筑项目包括福建福州绿色半导体 智能制造产业园工程总承包EPC项目（一期）、福建莆田市木兰溪绶溪片区八二一街以南城中村保障性 安居项目（工程总承包）项目等；基础设施项目包括河北廊坊润泽数字产业园项目总承包、山东日照市 东港区涛雒镇海洋生态保护与渔业融合发展EOD项目等。项目获得单位包括中建四局、中建七局、中 建八局等。 最新公布的经营情况简报显示，2025年1月至5月，中国建筑新签合同总额为1.84万亿元，同比增长 1.7%。其中，建筑业务新签合同额1.71万亿元，同比增长2.2%，占新签合同总额的92.93%；地产业务合 约销售额1304亿元，同比下降4%。 上述数据表明，中国建筑的地产业务在收缩，核心业务建筑业务在增长，公司建筑主业更加突出。 经营情况向好，公司的经营业绩跟着提升。2025年第一季度，中国建筑实现营业收入55 ...

Group 1 - The core viewpoint of the article highlights that China State Construction Engineering Corporation (CSCEC) has shown stable growth in its business operations for the first five months of 2025, with a total new contract amount of 1,841.2 billion yuan, reflecting a year-on-year increase of 1.7% [1] - In the construction business segment, the new contract amount reached 1,710.8 billion yuan, up by 2.2% year-on-year, with infrastructure business contracts amounting to 593.9 billion yuan, marking a significant growth of 16.2% [1] - The domestic business accounted for 1,632.4 billion yuan, which is a 3.5% increase year-on-year, indicating a positive trend in the domestic market [1] Group 2 - In the real estate sector, CSCEC reported a contract sales amount of 130.4 billion yuan and a sales area of 4.55 million square meters, with a reduction in year-on-year decline compared to previous periods [1] - The company acquired land reserves of 2.71 million square meters, bringing the total land reserves to 76.25 million square meters by the end of the reporting period [1] - CSCEC has recently secured several major projects totaling 8.32 billion yuan, including urban renewal projects and infrastructure initiatives, enhancing its influence in key urban real estate markets [2] Group 3 - The macroeconomic environment in May 2025 showed structural differentiation, with the manufacturing PMI rising by 0.5 percentage points to 49.5%, while construction-related activities remained strong, as indicated by a timber engineering index of 62.3% [2] - The Chinese government continues to promote urban renewal, with the release of policies aimed at accelerating the transformation of existing buildings and urban villages, which is expected to drive industry transformation and value creation [2] - CSCEC plans to accelerate the application of the "good housing" construction system, focusing on safety, comfort, sustainability, and intelligence, to actively participate in urban renewal efforts [2]

Core Insights - The reform of state-owned enterprises (SOEs) in China has entered a new phase, with significant actions being taken to deepen and enhance the reform process [1][8] - Over 20 new companies have been established by central SOEs in the construction sector in the first half of this year, aimed at optimizing industry layout and enhancing competitiveness [1][2] Group 1: Establishment of New Companies - In May alone, six new construction SOEs were established, including China State Construction Fifth Engineering Division (Zhejiang) Investment Construction Co., Ltd. and China Urban Construction Group (Shanghai) Technology Co., Ltd. [2][3] - The highest registered capital among these new companies is 900 million yuan for China Resources New Energy (Bama) Co., Ltd., which focuses on power generation and renewable energy technology [2][3] Group 2: Industry Transformation - The establishment of new companies is seen as a move to optimize industry layout, allowing SOEs to focus on specific regions or business areas, thus improving resource allocation [3][5] - The new companies are expected to respond to domestic market opportunities such as urban renewal and new infrastructure, while also expanding into international markets [3][5] Group 3: Green and Intelligent Transition - The government has set a development tone for the construction industry emphasizing "steady progress, green transformation, and innovation-driven" growth [6] - SOEs are expected to promote high-quality, intelligent, and green transformations in the construction industry through various means, including the adoption of advanced technologies like BIM and IoT [6][7] Group 4: Future Outlook - The construction industry is anticipated to face both opportunities and challenges in the second half of the year, with potential support from policies and market demand [7][8] - The ongoing reforms and establishment of new companies are expected to play a crucial role in enhancing the industry's contribution to economic and social development [8]

重大项目公告 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。 近期，本公司获得如下重大项目，现予公布供投资者参阅。 证券代码：601668 证券简称：中国建筑 公告编号：临 2025-041 | 序号 | 项目获得单位 | 项目名称 | 项目金额 （亿元） | | --- | --- | --- | --- | | 一 | 房屋建筑 | | | | 1 | 中建四局 | 福建福州绿色半导体智能制造产业园工程总承 包 EPC 项目(一期) | 31.9 | | 2 | 中建七局 | 福建莆田市木兰溪绶溪片区八二一街以南城中 | 28.4 | | | | 村保障性安居项目（工程总承包）项目 | | | 3 | 中建三局 | 四川成都其亚国际中心项目总承包工程 | 25.0 | | 4 | 中建三局 | 广东东莞时代金融中心 号 1 号商业、办公楼，2 商业、办公楼，3 号商业、配套楼，4 号地下室 项目 | 23.2 | | 二 | 基础设施 | | | | 1 | 中建八局 | 河北廊坊润泽数字产业园项目总承包 | 35.2 | ...

Core Viewpoint - China State Construction Engineering Corporation (CSCEC) has recently secured multiple construction projects, indicating a strong pipeline and potential revenue growth for the company in the upcoming fiscal year [1] Project Summary - The company has obtained the general contracting EPC project for the Fuzhou Green Semiconductor Intelligent Manufacturing Industrial Park in Fujian, along with several other significant housing and infrastructure projects [1] - Notable projects include the Mulan Creek Shouxixi area affordable housing project in Putian, the Qiya International Center project in Chengdu, and the Times Financial Center commercial office building in Dongguan [1] - Infrastructure projects secured include the Runze Digital Industrial Park in Langfang, the marine ecological protection project in Rizhao, and the ecological environment-oriented development project in Ankang [1] Financial Impact - The total value of the newly acquired projects amounts to 21.53 billion yuan, which represents 1.0% of the audited operating revenue for the fiscal year 2024 [1]

金十图示：2025年06月24日（周二）富时中国A50指数成分股今日收盘行情一览：成分股大面积飘红，保险、证券、汽车整车涨 势较大 -0.10(-1.15%) +0.02(+0.47%) -0.04(-0.71%) 保险 100 中国太保 中国平安 中国人保 08 3980.16亿市值 3532.59亿市值 10341.59亿市值 14.29亿成交额 58.74亿成交额 11.14亿成交额 56.79 36.72 9.00 +0.83(+2.31%) +1.69(+3.07%) +0.36(+4.17%) 酸酒行业 贵州茅台 山西汾酒 五粮液 18054.07亿市值 2188.49亿市值 4648.23亿市值 52.29亿成交额 11.77亿成交额 21.39亿成交额 1437.20 179.39 119.75 +17.20(+1.21%) +1.68(+0.95%) +1.47(+1.24%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2328.04亿市值 2535.01亿市值 3187.60亿市值 17.03亿成交额 53.14亿成交额 26.75亿成交额 137.14 435.82 607.2 ...