1月9日，中国交建跌0.12%，成交额1.97亿元。两融数据显示，当日中国交建获融资买入额2212.17万 元，融资偿还5648.54万元，融资净买入-3436.37万元。截至1月9日，中国交建融资融券余额合计10.90 亿元。 分红方面，中国交建A股上市后累计派现506.49亿元。近三年，累计派现150.96亿元。 机构持仓方面，截止2025年9月30日，中国交建十大流通股东中，中国证券金融股份有限公司位居第三 大流通股东，持股4.84亿股，持股数量较上期不变。华泰柏瑞沪深300ETF（510300）位居第五大流通 股东，持股6047.16万股，相比上期减少288.52万股。易方达沪深300ETF（510310）位居第六大流通股 东，持股4378.79万股，相比上期减少140.25万股。华夏沪深300ETF（510330）位居第七大流通股东， 持股3267.74万股，相比上期减少45.20万股。嘉实沪深300ETF（159919）位居第八大流通股东，持股 2817.41万股，相比上期减少48.56万股。广发中证基建工程ETF（516970）位居第十大流通股东，持股 1527.70万股，为新进股东。香港中央结 ...

Group 1 - The establishment of the Wuhai Lake Basin Ecological Environment Governance Company marks a new phase in the systematic and professional management of ecological restoration and sediment removal in the Wuhai Lake area [1] - The Wuhai Lake, with a water area of 118 square kilometers, has seen increasing importance in flood prevention, power generation, and ecological regulation since the completion of the Yellow River Heibowan Water Conservancy Hub in 2014 [1] - The new company aims to integrate resources efficiently and focus on technical breakthroughs in sediment removal and ecological restoration, positioning itself as a comprehensive service provider for ecological governance in Wuhai [1] Group 2 - China Communications Construction Group Co., Ltd. is a leading enterprise in the global infrastructure sector, with its subsidiary, CCCC Dredging (Group) Co., Ltd., being the largest dredging company worldwide [2] - The company has implemented various sediment removal projects in key water bodies, including Taihu Lake and Tianjin Yubridge Reservoir, focusing on the development of critical technologies and core equipment in the dredging field [2] - CCCC has pioneered a model of "comprehensive planning, integrated implementation, and market-oriented operation" in river and lake governance, achieving a balance of ecological, social, and economic benefits [2]

Group 1 - The company China Communications Construction Company (CCCC) has entered the construction phase for its offshore launch site and spaceport project, leveraging its core technology and engineering experience in marine engineering [2] - The offshore rocket recovery vessel project has two ships currently under construction, with design, procurement, and construction activities progressing simultaneously, and on-site construction has also commenced [2] - The company will focus on key aspects such as technical collaboration to advance the project further [2]

Core Viewpoint - The company has entered the construction phase for offshore launch sites and spaceport projects, leveraging its core technology and engineering experience in marine engineering [1] Group 1: Project Development - The offshore rocket recovery vessel project has commenced, with both vessels currently under construction [1] - The design, procurement, and construction work for the vessels are being advanced simultaneously, with on-site construction already initiated [1] - Future efforts will focus on key aspects such as technical collaboration to ensure project success [1]

Core Viewpoint - China Communications Construction Company (CCCC) has entered the construction phase for offshore launch sites and spaceport projects, leveraging its core technology and engineering experience in marine engineering [1] Group 1: Project Development - The offshore rocket recovery vessel project has commenced with two vessels currently under construction, focusing on design, procurement, and construction work [1] - On-site construction has already started, with future efforts aimed at enhancing technical collaboration and addressing key aspects of the projects [1]

Core Viewpoint - China Communications Construction Company (CCCC) has entered the construction phase for offshore launch sites and spaceport projects, leveraging its core technology and engineering experience in marine engineering [1] Group 1: Project Development - The offshore rocket recovery vessel project has commenced with two vessels currently under construction, focusing on design, procurement, and construction activities [1] - On-site construction has already started, with future efforts aimed at enhancing technical collaboration and addressing key operational aspects [1]

Group 1 - The company, China Communications Construction Company (CCCC), has clarified its dividend policy for the years 2025-2027, stating that the dividend payout ratio will not be less than 20% and will not be lower than the previous year's level [2] - The interim dividend payout ratio for this period is set at 20%, meeting the minimum requirement outlined in the dividend policy [2] - The annual dividend will be determined based on the company's overall operating performance and cash flow, with the intention to increase the payout ratio while ensuring it remains above the previous year's level [2]

证券日报网讯 1月8日，中国交建（601800）在互动平台回答投资者提问时表示，公司股票回购方案实 施周期截至2026年6月，回购操作并非仅依据股价单一指标，而是综合政策指引、资本市场环境、公司 经营及现金流状况等因素统筹安排。目前公司经营稳健，现金流状况良好，分红方案制定与回购计划推 进相互独立，均符合监管要求，不存在因分红定档无法回购或资金紧张的情形。后续公司将严格按回购 方案履行承诺，根据实际情况择机实施回购，并及时披露相关进展。 ...

Group 1 - The core viewpoint is that China Communications Construction Company (CCCC) anticipates overall growth in operating performance during the 14th Five-Year Plan period, despite fluctuations in the past two years due to industry environment impacts [2] - The company plans to strategically manage its operations during the 15th Five-Year Plan period to continuously enhance operational quality and development standards [2] - The construction industry faces cash flow pressures due to large accounts receivable, with the average dividend payout ratio for state-owned construction enterprises at 19% and an average dividend yield of 3.05% [2] Group 2 - CCCC has implemented a two-year dividend increase plan, resulting in both cash dividend rate and dividend yield exceeding the industry average [2] - The company intends to adjust its dividend ratio in a timely and appropriate manner based on operational realities and its dividend plan [2]

（编辑 任世碧） 证券日报网讯 1月5日，中国交建在互动平台回答投资者提问时表示，公司正深入学习四中全会会议精 神，针对重大会议提及的2026年财政货币及基建政策开展深度研究，并结合行业发展趋势与公司实际， 科学研讨制定生产经营计划及全面预算。2026年，公司将依托核心竞争力稳步推进经营举措、持续完善 市值管理工作，相关具体内容敬请关注公司后续公开披露信息。 ...