（文章来源：每日经济新闻） 每经AI快讯，中国交建（601800.SH）12月12日在投资者互动平台表示，公司较早布局海上风电安装建 设业务，在该业务领域具有较高市场影响力，得到了业主的充分认可。 ...

Group 1 - The company has focused on the development of new infrastructure business and has participated in several large-scale computing power center projects [2] - Notable projects include the Ningxia Zhongwei Cloud Data Center, Xinjiang Kerong Cloud Intelligent Computing Center, and the National Cybersecurity Base Intelligent Computing Center [2]

格隆汇12月12日丨中国交建(601800.SH)在投资者互动平台表示，公司未掌握核聚变技术，但聚焦新质 基建业务发展，先后参与了山东石岛湾核电站、大连红沿河核电厂、福建宁德核电站等项目的相关部分 工程。 ...

Core Viewpoint - China Communications Construction Company (CCCC) holds over 80 large dredging vessels, including cutter suction dredgers and grab dredgers, ranking first in the world by capacity [1] Group 1 - The company has a significant fleet of dredging vessels, which positions it as a leader in the industry [1] - CCCC's capabilities in dredging are highlighted by its extensive inventory of specialized vessels [1]

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的大型造船厂有建造哪些船舶？有对外出 口吗？ 中国交建（601800.SH）12月12日在投资者互动平台表示，船舶制造不是公司主营业务，核心聚焦特种 船舶领域增值服务，可提供特种船舶施工总承包及代建服务，覆盖项目全流程管控、建造组织实施等核 心环节，凭借工程履约能力与资源整合优势，为客户打造定制化、专业化解决方案，满足特种船舶相关 建设需求。 ...

格隆汇12月12日丨中国交建(601800.SH)在投资者互动平台表示，公司持有振华重工约16.24%股权。 ...

格隆汇12月12日丨中国交建(601800.SH)在投资者互动平台表示，公司持有振华重工约16.24%股权。 ...

（编辑 任世碧） 证券日报网讯 12月11日，中国交建在互动平台回答投资者提问时表示，对于未来发展，公司将以"高质 量发展"为核心，短期聚焦订单转化与现金流优化，中长期依托新质生产力培育、海外拓展，推动业绩 稳步增长。 ...

Core Viewpoint - The construction and decoration industry is experiencing a slowdown in fixed asset investment and new contract signings, with a focus on potential growth areas such as overseas construction, urban renewal, digital construction, and power engineering [2][5]. Investment Strategy - From January to October 2025, cumulative fixed asset investment decreased by 1.7% year-on-year, while infrastructure investment increased by 1.5%, with a sequential decline of 1.8 percentage points [2]. - New contracts in the construction industry totaled 21.30 trillion yuan from January to September 2025, down 4.6% year-on-year, with a notable slowdown in the decline of new orders in the third quarter [2]. - The backlog of construction orders stood at 59.95 trillion yuan, reflecting a year-on-year decrease of 1.8%, indicating that the decline in existing orders is less severe than that of new contracts [2]. Sector Performance - The construction decoration index rose by 6.8% from the beginning of 2025 to December 2, but underperformed compared to the broader market [2]. - The renovation and decoration service sector led the secondary market with a growth rate of 30.6% [2]. - The construction sector's allocation ratio was 0.62%, which is 0.94 percentage points lower than the industry standard [2]. Central Enterprises - The eight major central enterprises saw their new contracts remain stable in the first half of 2025, with overall revenue growth declining by 4.4% and net profit attributable to shareholders decreasing by 7.5% [3]. - Factors such as slowing infrastructure investment growth and prolonged repayment cycles due to local fiscal pressures have impacted the revenue of these enterprises [3]. Growth Opportunities - Overseas construction saw a cumulative completion amount of 134.18 billion USD from January to October 2025, with a year-on-year increase of 7.9%, particularly in Belt and Road countries [4]. - Urban renewal projects are expected to be funded through various sources, with plans to start renovating 25,000 old urban communities, of which 21,700 have already commenced [4]. - Digital construction is being driven by new productivity, with a focus on comprehensive digital transformation across urban areas [4]. - The power engineering sector is anticipated to benefit from significant opportunities in water resources and environmental projects from 2025 to 2030 [4]. - Local government bond issuance has accelerated, with a total issuance of 6.49 trillion yuan from January to September 2025, marking a year-on-year increase of 29.3% [4]. Investment Recommendations - The construction sector is expected to see a resonance of fundamentals, policies, and valuations, with a focus on marginal changes in overseas construction, urban renewal, digital construction, power engineering, and debt reduction [5]. - Recommended stocks include China Power Construction, China Energy Engineering, China Communications Construction, Tunnel Corporation, Metro Design, and Jianfa Heceng, particularly those with stable performance and low valuations [5].

证券日报网讯 12月9日，中国交建（601800）在互动平台回答投资者提问时表示，船舶制造不是公司主 营业务，核心聚焦特种船舶领域增值服务，可提供特种船舶施工总承包及代建服务，覆盖项目全流程管 控、建造组织实施等核心环节，凭借工程履约能力与资源整合优势，为客户打造定制化、专业化解决方 案，满足特种船舶相关建设需求。 ...