格隆汇2月4日丨中国交建(601800.SH)公布，截至2026年1月31日，公司通过集中竞价交易方式已回购A 股股份数量为4277.17万股，已回购股份约占公司总股本的0.2628%，回购成交的最高价格为8.98元/股， 回购成交的最低价格为8.12元/股，成交总金额约为3.70亿元人民币(不含交易费用，约达到计划最低回 购金额5亿元的74%)。 ...

Summary of Key Points Core Viewpoint - China Communications Construction Company (CCCC) has shown a positive stock performance with a closing price of 8.19 RMB, reflecting a 1.24% increase from the previous trading day, indicating investor confidence in the company's market position and future prospects [1]. Group 1: Stock Performance - As of February 4, 2026, CCCC's stock closed at 8.19 RMB, up 1.24% from the previous day [1]. - The stock opened at 8.07 RMB, reached a high of 8.20 RMB, and a low of 8.04 RMB during the trading session [1]. - The total market capitalization of CCCC is reported at 133.29 billion RMB [1]. Group 2: Share Buyback Activity - CCCC confirmed that as of February 3, 2026, it has issued a total of 11,856,168,225 A-shares, with no treasury shares held [1]. - The company has been actively repurchasing shares from September 2025 to February 2026, with a total of 1,260,300 shares repurchased on February 3, 2026, at an average price of 8.0526 RMB per share [1]. - The total expenditure for the share buyback on February 3, 2026, amounted to 10,148,746 RMB, and the company plans to cancel all repurchased shares [1].

格隆汇2月4日丨中国交通建设(01800.HK)发布公告，2026年2月4日耗资人民币977.4万元回购119.8万股 A股，回购价格每股8.09-8.2元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國交通建設股份有限公司 呈交日期： 2026年2月4日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601800 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 事件 | 已發行股份（不包括庫存股份）變動 | 佔有關事件前的現有已發 | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國交通建設股份有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01800 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,418,476,000 | RMB | | | 1 RMB | | 4,418,476,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 4,418,476,000 | RMB | | | 1 RMB | | 4,418,476,000 | | 2. 股份分類 ...

Summary of Key Points Core Viewpoint - China Communications Construction Company (CCCC) is actively repurchasing its shares, indicating a commitment to enhancing shareholder value and potentially signaling confidence in its future performance. Trading Information - On February 3, 2026, CCCC's stock closed at 8.09 yuan, up 1.25% with a turnover rate of 0.21% and a trading volume of 243,200 shares, amounting to a total transaction value of 196 million yuan [1] - The net inflow of main funds was 4.01 million yuan, accounting for 2.05% of the total transaction value, while retail investors saw a net inflow of 2.74 million yuan, representing 1.4% of the total [1][4] Company Announcements - CCCC announced on February 2, 2026, that it had repurchased a total of 16,779,716 A-shares from September 18, 2025, to February 2, 2026, which is 0.14% of the total shares before the event, with a total payment of 138.86 million yuan [2] - On February 3, 2026, CCCC confirmed that it had repurchased 1,260,300 A-shares at a price of 8.0526 yuan per share, totaling 10.15 million yuan, with plans to cancel all repurchased shares [3][4]

Investment Rating - The report rates the construction and decoration industry as "Overweight" for 2025, indicating an expectation for the industry to outperform the overall market [2][10]. Core Insights - Fixed asset investment growth is slowing, with infrastructure, manufacturing, and real estate facing pressures. In 2025, infrastructure investment (full caliber) is expected to decline by 1.5% year-on-year, while investment excluding electricity is projected to decrease by 2.2% [4][5]. - The report anticipates that corporate profits will face slight pressure due to the slowdown in fixed asset investment and a focus on project quality. Key companies are expected to have varying profit growth rates, with some projected to decline by over 10% [4][5]. - There is a strong expectation for policy support to catalyze valuation recovery for construction companies. The current price-to-earnings (PE) ratio is 13.4X and price-to-book (PB) ratio is 0.83X as of February 3, 2026 [4][5]. - The report suggests that 2026, as the starting year of the "14th Five-Year Plan," presents a favorable investment window, particularly in the steel structure sector and among undervalued state-owned enterprises [4][5]. Summary by Sections Investment Environment - The report highlights a slowdown in fixed asset investment growth, with specific declines in various sectors, including transportation and public facilities [4]. - The central government's focus on stabilizing investment and addressing local government debt is expected to provide some support for future investments [4]. Profit Forecasts - Profit growth forecasts for key companies in 2025 show a range from declines of over 10% to increases of over 20%, indicating a mixed outlook across the industry [5]. - Companies such as China Railway and China Communications Construction are expected to see significant profit declines, while others like Jinggong Steel and Zhizhi New Materials may experience substantial growth [5]. Valuation and Investment Recommendations - The report emphasizes the potential for valuation recovery in the construction sector, driven by optimistic expectations regarding economic stimulus policies and debt resolution efforts [4]. - Specific companies to watch include Honglu Steel Structure, Jinggong Steel Structure, and China Chemical Engineering, among others, as they are positioned to benefit from the anticipated recovery [4].

证券日报网讯 2月3日，中国交建在互动平台回答投资者提问时表示，公司持有金融资产核心为招商银 行、招商证券等，是深度参与国企改革的重要举措，也是基于战略布局的资产配置安排。公司将始终聚 焦主责主业、深化转型升级，致力于以稳健经营和良好业绩回馈投资者。 （编辑 任世碧） ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國交通建設股份有限公司 呈交日期： 2026年2月3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601800 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 事件 | 已發行股份（不包括庫存股份）變動 | 佔有關事件前的現有已發 | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不 ...

智通财经APP讯，中国交通建设(01800)发布公告，于2026年2月3日，该公司斥资1014.87万元回购126.03 万股A股。 ...