智通财经APP讯，中国建筑(601668.SH)发布公告，近期，公司获得多个重大项目，项目金额合计283.3 亿元。 ...

| 序号 | 项目获得单位 | 项目名称 | 项目金额 （亿元） | | --- | --- | --- | --- | | 一 | 房屋建筑 | | | | 1 | 中建八局 | 浙江温州市核心片区商务中心单元 F-02 地块施 工总承包及建设工程承包 | 55.2 | | 2 | 中建科工 | 广东深圳后海沄玺花园施工总承包工程 | 34.9 | | 3 | 中建三局 | 河南郑州航空港区两院一中心二期项目（东侧院 区）施工总承包 | 31.4 | | 4 | 中建三局 | 浙江丽水纳爱斯生态综合园项目 | 29.1 | | 5 | 中建三局 | 广东肇庆美好乡村 CBD 项目工程施工总承包 | 27.0 | | 6 | 中建三局 | 上海杨浦区定海社区 01A-01、01B-01 地块商业 办公项目(北)施工总承包 | 22.2 | | 二 | 基础设施 | | | | 1 | 中建三局 | 湖北武汉东西湖大道扩容改造及周边路网完善 工程勘察设计施工总承包项目 | 33.3 | | 2 | 中建三局 | 新疆伊犁察布查尔县光伏发电工程总承包项目 | 25.7 | | 3 | 中建基础、中建七 局、中建八 ...

Core Viewpoint - China State Construction has recently announced that it has secured major project contracts totaling 28.33 billion yuan, indicating strong growth and opportunities in the construction sector [1] Summary by Category Housing Projects - The company has obtained several significant housing project contracts, including: - Construction of the core business center unit F-2 in Wenzhou, Zhejiang, valued at 5.52 billion yuan - Construction of the Houhai Chongxi Garden project in Shenzhen, Guangdong, valued at 3.49 billion yuan - Construction of the second phase of the two hospitals and one center project in Zhengzhou Airport Economic Zone, valued at 3.14 billion yuan - Construction of the Naiesi Ecological Comprehensive Park project in Lishui, Zhejiang, valued at 2.91 billion yuan - Construction of the Beautiful Countryside CBD project in Zhaoqing, Guangdong, valued at 2.70 billion yuan - Construction of the commercial office project in Yangpu District, Shanghai, valued at 2.22 billion yuan [1] Infrastructure Projects - The company has also secured several infrastructure project contracts, including: - Survey and design for the expansion and improvement of Dongxihu Avenue and surrounding road networks in Wuhan, Hubei, valued at 3.33 billion yuan - General contracting for the photovoltaic power generation project in Chabuchaer County, Ili, Xinjiang, valued at 2.57 billion yuan - EOD project for marine ecological protection and fishery integration development in Donggang District, Rizhao, Shandong, valued at 2.46 billion yuan [1]

Investment Rating - The report maintains a "Buy" recommendation for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with a broad infrastructure investment growth rate of 8.9% in the first half of 2025, despite a slight decline from previous values [3][30] - Real estate investment continues to face pressure, with a year-on-year decline of 11.2% in real estate development investment in the first half of 2025 [45] - The construction sector is experiencing a slight increase in fund holdings, indicating a low allocation compared to standard configuration ratios [66] Summary by Sections Special Bonds Issuance - The issuance of special bonds has accelerated, with a total of 2.16 trillion yuan issued in the first half of 2025, a year-on-year increase of 45% [6] - The government plans to issue 4.4 trillion yuan in new local government special bonds in 2025, focusing on investment construction and land acquisition [6] Infrastructure Investment - Fixed asset investment (excluding rural households) reached 248,654 billion yuan in the first half of 2025, with a year-on-year growth of 2.8% [27] - The investment in the electricity, heat, gas, and water supply sector grew by 22.8% year-on-year, although it showed a decline from the previous month [35] Real Estate Market - The sales area of commercial housing decreased by 3.5% year-on-year in the first half of 2025, with the decline slightly widening [45] - New housing starts decreased by 20.0% year-on-year, but the decline has narrowed compared to previous months [47] Construction Sector Holdings - The fund's holdings in the construction sector increased slightly to 0.43% by the end of Q2 2025, still below the standard allocation ratio of 1.77% [66] - Major state-owned enterprises remain the focus of institutional investors, with significant increases in holdings for companies like China State Construction and Sichuan Road and Bridge [72]

Market Overview - The housing construction sector experienced a slight decline of 0.01% on July 30, with high-profile company GaoXin Development leading the drop [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Stock Performance - Notable stock performances in the housing construction sector included: - Ningbo Construction (601789) closed at 5.52, up 0.55% with a trading volume of 315,500 shares and a turnover of 173 million yuan - China State Construction (601668) closed at 5.76, up 0.17% with a trading volume of 1,512,200 shares and a turnover of 874 million yuan - GaoXin Development (000628) closed at 44.35, down 1.64% with a trading volume of 50,900 shares and a turnover of 227 million yuan [1] Capital Flow - The housing construction sector saw a net outflow of 103 million yuan from institutional investors, while retail investors contributed a net inflow of 93.48 million yuan [1] - Detailed capital flow for selected stocks showed: - Ningbo Construction had a net inflow of 6.65 million yuan from institutional investors, while retail investors had a net outflow of 4.08 million yuan [2] - China State Construction experienced a net outflow of 17.95 million yuan from institutional investors, but retail investors had a net inflow of 18.19 million yuan [2] - GaoXin Development faced a net outflow of 10.57 million yuan from institutional investors, while retail investors had a net inflow of 6.40 million yuan [2]

Core Viewpoint - The A-share market showed mixed performance with the Shanghai 180 Infrastructure Index rising by 0.22% to 1883.26 points, with a trading volume of 29.432 billion yuan [1] Group 1: Index Performance - The Shanghai 180 Infrastructure Index increased by 0.84% over the past month and 1.78% over the last three months, but has decreased by 2.41% year-to-date [2] - The index is based on the Shanghai 180 Index and includes listed companies related to infrastructure, resources, and transportation, reflecting their overall market performance [2] Group 2: Index Composition - The top ten weighted companies in the Shanghai 180 Infrastructure Index are: - Changjiang Electric Power (14.26%) - China State Construction (8.58%) - China Telecom (8.28%) - China Mobile (7.12%) - China Unicom (6.14%) - China Nuclear Power (5.49%) - Three Gorges Energy (4.5%) - China Power Engineering (4.45%) - China Railway (4.28%) - Guodian Power (2.97%) [2] Group 3: Sector Allocation - The index is fully composed of companies listed on the Shanghai Stock Exchange, with sector allocations as follows: - Utilities: 40.30% - Industrials: 36.92% - Communication Services: 22.78% [3] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]

Investment Rating - The report maintains a "Recommended" rating for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with special bond issuance accelerating to support major projects [3][6] - Real estate investment and sales are under pressure, but the decline in new construction and completion has narrowed [3][44] - The construction sector is experiencing a slight increase in fund holdings, indicating a low allocation compared to standard benchmarks [3][65] Summary by Sections Special Bond Issuance - The pace of special bond issuance has accelerated in 2025, with a total of 2.16 trillion yuan issued in the first half of the year, a 45% year-on-year increase [6] - The government plans to issue 4.4 trillion yuan in new local government special bonds this year, focusing on infrastructure and housing projects [6] Infrastructure Investment - Fixed asset investment (excluding rural households) reached 24.87 trillion yuan in the first half of 2025, with a year-on-year growth of 2.8% [3][27] - Broad infrastructure investment growth was 8.9%, while narrow infrastructure investment growth was 4.6% [30] - Investment in electricity, heat, gas, and water supply grew by 22.8%, while transportation and storage investment increased by 5.6% [3][35] Real Estate Market - Real estate development investment totaled 46.66 billion yuan, down 11.2% year-on-year, with sales area declining by 3.5% [44] - New construction area decreased by 20.0%, but the decline rate has narrowed [46] - The policy measures are expected to improve the supply-demand structure in the real estate market [3][44] Fund Holdings in Construction - As of Q2 2025, the fund holdings in the construction sector accounted for 0.43% of the total market, slightly up from the previous quarter [65] - The construction sector remains underweight compared to the standard allocation ratio of 1.77% [65] - Institutional investors are increasingly favoring segments such as housing construction, decoration, and engineering consulting [65][71]

金十图示：2025年07月30日（周三）富时中国A50指数成分股午盘收盘行情一览：银行板块、电力股、周期股走强 光大银行 2422.51亿市值 3.94亿成交额 4.10 +0.05(+1.23%) 保险 中国太保 中国人保 中国平安 4 3781.15亿市值 3748.09亿市值 11122.81亿市值 10.91亿成交额 37.49亿成交额 5.18亿成交额 8.55 38.96 61.08 +0.68(+1.78%) +1.59(+2.67%) -0.01(-0.12%) 酿酒行业 贵州茅台 山西汾酒 五粮液 18230.57亿市值 2262.55亿市值 4840.75亿市值 29.38亿成交额 9.14亿成交额 14.87亿成交额 1451.25 185.46 124.71 +12.25(+0.85%) +2.43(+1.33%) +1.19(+0.96%) 米含体 北方华创 寒武纪-U HACO 2918.16亿市值 3291.96亿市值 2546.76亿市值 19.92亿成交额 12.06亿成交额 25.70亿成交额 352.93 697.54 141.63 +8.14(+2.36%) -13.2 ...

| 688120 | 华海清 | 5 | 1.08 | 4.02 | 5.15 | | --- | --- | --- | --- | --- | --- | | | 科 | | | | | | 300203 | 聚光科 | 6 | 0.99 | 4.90 | 6.41 | | | 技 | | | | | | 688503 | 聚和材 | 5 | 0.98 | 5.57 | 9.57 | | | 料 | | | | | | 600730 | 中国高 | 5 | 0.95 | 7.96 | 16.52 | | | 科 | | | | | | 300870 | 欧陆通 | 5 | 0.90 | 3.85 | 3.84 | | 600038 | 中直股 | 5 | 0.85 | 4.87 | 1.76 | | | 份 | | | | | | 002637 | 赞宇科 | 5 | 0.84 | 5.61 | 7.78 | | | 技 | | | | | | | 申菱环 | | | | | | 301018 | 境 | 5 | 0.80 | 4.91 | 9.67 | | 000708 | 中信特 | 5 | 0.75 ...

证券时报记者 严翠 富春染织近日在接待机构调研中表示，上半年公司销售量增长10%，其中新品订单增长60%以上。 受宏观环境影响，上半年公司利润有所下滑，下半年预计传统业务盈利能力将逐步改善。近年来，公司 主业复合增长率接近20%，未来两年增速不会低于10%。 7月25日，东南网架(002135)也曾公告，公司在2025年上半年新签订单共计70项，合同金额为34.11 亿元，较上年同期减少36.89%。在2025年4月至6月期间，新签合同34项，累计合同金额为9.43亿元。报 告期内，公司新签订单及已中标未签约订单金额总计为39.12亿元，较上年同期减少50.04%。 东南网架表示，在化纤业务方面，2025年1月至6月，POY产量为17.89万吨，销量为15.50万吨，营 业收入为9.35亿元；FDY产量为4.65万吨，销量为4.24万吨，营业收入为2.66亿元。 2025年一季度，东南网架实现收入24.37亿元，归母净利润4690万元。 近日，中国建筑(601668)、中国中冶(601618)、富春染织等多公司剧透上半年订单情况。 中国建筑近日公布的2025年1至6月经营情况简报显示，2025年前6个月，中国 ...