| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920039 | 国义招标 | 12.56 | -4.56% | 2.62万 | 3338.07万 | | 301169 | 零点有数 | 42.50 | -4.39% | 1.70万 | 7365.92万 | | 301228 | 实村检测 | 40.63 | -3.72% | - 18.58万 | 7.66亿 | | 600826 | 兰生股份 | 10.69 | -3.26% | 8.50万 | 9167.12万 | | 603060 | 国检集团 | 6.51 | -2.98% | 7.63万 | 5032.50万 | | 300795 | 迷你感米 | 14.74 | -2.90% | 8.28万 | 1.23亿 | | 300860 | 锋尚文化 | 27.96 | -2.85% | 3.12万 | 8767.79万 | | 603373 | 安邦护卫 | 43.01 | -2.67% | 5955.0 | 2578.57万 | | 9 ...

Core Points - The company, China National Inspection Testing Holding Group Co., Ltd., will hold a Q3 2025 performance briefing on November 10, 2025, from 10:00 to 11:00 [3][5][6] - The briefing aims to enhance communication with investors and promote the company's high-quality development [3] - Investors can submit questions before the meeting via a designated website or email [2][4] Meeting Details - The meeting will be conducted in an online interactive format [5][6] - Key participants include the Chairman, General Manager, Independent Directors, and the Chief Financial Officer [4] - After the meeting, investors can access the meeting's main content through the designated online platform or app [7]

| 证券代码：603060 | 证券简称：国检集团 公告编号：2025-055 | | --- | --- | | 转债代码：113688 | 转债简称：国检转债 | 中国国检测试控股集团股份有限公司 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。 重要内容提示： 一、说明会类型 中国国检测试控股集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日在上海证券交易所网站（www.sse.com.cn）披露了《2025 年第三季度报告》。 为加强与投资者沟通，推进公司高质量发展，公司定于 2025 年 11 月 10 日（星 期一）10:00-11:00 在"价值在线"（www.ir-online.cn）举办公司 2025 年第三季度 业绩说明会，就投资者关心的问题进行交流。 会议召开时间：2025 年 11 月 10 日（星期一）10:00-11:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 11 ...

Core Viewpoint - The company reported a slight increase in revenue but a significant decline in net profit for the third quarter of 2025 compared to the previous year [1] Financial Performance - The company achieved total operating revenue of 1.711 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 3.57% [1] - The net profit attributable to shareholders of the parent company was 41.2177 million yuan, showing a year-on-year decrease of 42.17% [1] - The basic earnings per share were reported at 0.0513 yuan [1]

中国国际金融股份有限公司 关于中国国检测试控股集团股份有限公司 延长使用闲置募集资金进行现金管理期限事项的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为中国国 检测试控股集团股份有限公司（以下简称"国检集团"或"公司"）的保荐机构，根据 《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》《上海证券交易所 股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》等有关 法律、行政法规、部门规章及业务规则的要求，对国检集团延长使用闲置募集资金进行 现金管理期限事项进行了认真、审慎核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意中国国检测试控股集团股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可〔2024〕1227 号）同意注册，并经 上海证券交易所同意，公司向不特定对象发行可转换公司债券 8,000,000 张，每张面值 为人民币 100 元，可转换公司债券募集资金总额为人民币 800,000,000.00 元，扣除保荐 与承销费用（不含税）5,660,377.36 元后公司实际收到的募集资金为 794,33 ...

的公告 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。 | 证券代码：603060 | 证券简称：国检集团 | 公告编号：2025-054 | | --- | --- | --- | | 转债代码：113688 | 转债简称：国检转债 | | 关于延长使用闲置募集资金进行现金管理期限 重要内容提示： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意中国国检测试控股集团股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可〔2024〕1227 号） 同意注册，并经上海证券交易所同意，国检集团向不特定对象发行可转换公司债 券 8,000,000 张，每张面值为人民币 100 元，可转换公司债券募集资金总额为人 民币 800,000,000.00 元。扣除保荐与承销费用（不含税）5,660,377.36 元后公司 实际收到的募集资金为 794,339,622.64 元，已由保荐人（主承销商）中国国际金 1 已履行的审议程序：中国国检测试控股集团股份有限公司（以下简称"国检 集团"或"公司"）于 2025 年 10 ...

| 证券代码：603060 | 证券简称：国检集团 | 公告编号：2025-053 | | --- | --- | --- | | 转债代码：113688 | 转债简称：国检转债 | | 中国国检测试控股集团股份有限公司 第五届董事会第十五次会议决议公告 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。 一、董事会会议召开情况 公司第五届董事会第十五次会议通知于 2025 年 10 月 24 日以电子邮件方式 送达全体董事，本次会议于 2025 年 10 月 29 日以通讯方式召开。会议应出席董 事 9 人，实际出席董事 9 人。本次会议符合《公司法》和《公司章程》的有关规 定，会议的召集、召开合法有效。 二、董事会会议审议情况 1.审议通过《关于公司 2025 年第三季度报告的议案》 表决结果：同意 9 票 反对 0 票 弃权 0 票 本议案已经公司第五届董事会审计与风险委员会第十三次会议审议通过，提 请董事会审议。 公司 2025 年第三季度报告已在上海证券交易所网站披露。 2.审议通过《关于延长使用闲置募集资金进行现金管理 ...

Financial Performance - The company's operating revenue for the third quarter was CNY 656,107,117.92, an increase of 7.42% compared to the same period last year[4]. - The total profit for the period decreased by 24.21% to CNY 49,119,599.47, while the net profit attributable to shareholders fell by 21.21% to CNY 35,405,615.85[4]. - The net profit attributable to shareholders after deducting non-recurring gains and losses dropped significantly by 70.33% to CNY 14,760,932.88 for the year-to-date[4]. - The basic earnings per share decreased by 42.16% to CNY 0.0513 for the year-to-date[4]. - Net profit for the first three quarters of 2025 reached CNY 48,260,099.77, a decrease of 39.8% compared to CNY 80,058,431.71 in the same period of 2024[17]. - Operating profit for the first three quarters of 2025 was CNY 48,109,585.39, down from CNY 91,152,853.74 in 2024, reflecting a decline of 47.3%[17]. - The total profit for the first three quarters of 2025 was CNY 57,309,994.34, a decrease of 42.4% from CNY 99,300,937.52 in 2024[17]. - Total comprehensive income for the first three quarters of 2025 was CNY 60,241,107.24, compared to CNY 80,458,015.14 in 2024, indicating a decrease of 25.1%[18]. Revenue and Costs - Total operating revenue for the first three quarters of 2025 reached RMB 1,710,943,580.41, an increase from RMB 1,651,962,233.36 in the same period of 2024, representing a growth of approximately 3.5%[16]. - Total operating costs for the first three quarters of 2025 were RMB 1,657,781,451.01, compared to RMB 1,562,862,876.34 in 2024, indicating an increase of about 6.5%[16]. - The company's gross profit margin for the first three quarters of 2025 was approximately 3.1%, down from the previous year's margin[16]. - The company recorded a total revenue from sales of goods and services of CNY 1,631,688,562.91 for the first three quarters of 2025, compared to CNY 1,560,242,043.33 in 2024, representing an increase of 4.6%[20]. Assets and Liabilities - Total assets at the end of the reporting period were CNY 5,788,152,477.19, reflecting a 2.70% increase from the end of the previous year[5]. - The total assets of the company as of September 30, 2025, were RMB 5,788,152,477.19, compared to RMB 5,636,239,913.16 at the end of 2024, marking a growth of about 2.7%[15]. - Total liabilities increased to RMB 3,082,988,389.33 as of September 30, 2025, from RMB 2,864,855,029.99 at the end of 2024, representing an increase of approximately 7.6%[14]. - The total equity attributable to shareholders as of September 30, 2025, was RMB 2,040,887,875.94, down from RMB 2,079,147,834.09 at the end of 2024, reflecting a decrease of approximately 1.8%[15]. Cash Flow - The company reported a net cash flow from operating activities of CNY 80,111,092.16, which is a significant increase of 784.82% year-on-year[4]. - Cash flow from operating activities generated a net inflow of CNY 80,111,092.16 in 2025, a significant improvement from a net outflow of CNY 11,698,144.05 in 2024[21]. - Cash and cash equivalents at the end of the third quarter of 2025 amounted to CNY 613,212,619.67, up from CNY 225,986,718.40 at the end of 2024[22]. - The company's cash flow from investing activities showed a net outflow of CNY -150,966,646.09 in 2025, slightly worse than the net outflow of CNY -149,892,023.75 in 2024[21]. Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 20,491[10]. - The largest shareholder, China Building Materials Science Research Institute Co., Ltd., holds 64.27% of the shares[10]. Market Conditions - The company experienced a significant decline in profit due to decreased demand and price drops in its main business segments, alongside intensified industry competition[8]. Accounts Receivable and Inventory - Accounts receivable as of September 30, 2025, amounted to RMB 1,393,626,878.73, showing an increase from RMB 1,337,001,209.27 at the end of 2024, which is a growth of about 4.2%[12]. - Inventory as of September 30, 2025, was RMB 166,319,153.48, up from RMB 137,841,253.40 at the end of 2024, reflecting an increase of approximately 20.6%[13]. Research and Development - The company reported a decrease in research and development expenses to RMB 138,449,782.26 in 2025 from RMB 144,808,457.53 in 2024, indicating a reduction of about 4.5%[16]. Credit Quality - The company reported a decrease in credit impairment losses to CNY -28,485,228.65 in 2025 from CNY -22,417,267.10 in 2024, indicating a worsening in credit quality[17].

Core Insights - The company reported third-quarter revenue of 656 million yuan, representing a year-on-year increase of 7.42% [1] - The net profit for the third quarter was 35.41 million yuan, showing a decline of 21.21% [1] - For the first three quarters, the company achieved revenue of 1.711 billion yuan, which is a year-on-year growth of 3.57% [1] - The net profit for the first three quarters was 41.22 million yuan, reflecting a significant decrease of 42.17% [1]

Investment Rating - The report recommends a "Buy" rating for several key companies in the construction and infrastructure sectors, including 精工钢构 (Jinggong Steel Structure), 鸿路钢构 (Honglu Steel Structure), 国检集团 (Guojian Group), and others [14]. Core Insights - The construction industry is entering a "stock era," focusing on urban renewal and high-quality construction, driven by the need for green, low-carbon, and smart living environments [1][18]. - Prefabricated construction is identified as a long-term trend, with steel structures expected to show high prosperity due to labor shortages and sustainability requirements [2][21]. - The demand for inspection and testing services is anticipated to peak as the existing building stock ages, with significant market potential estimated at over 20 billion yuan [3][24]. - New infrastructure initiatives, particularly in low-altitude economy and energy sectors, are expected to see rapid growth supported by government policies [4][31]. - The report highlights the strategic importance of regions like Xinjiang and Sichuan, which are set to benefit from increased investment and infrastructure development [10][12][39]. Summary by Sections Construction and Decoration - The construction industry is transitioning from extensive expansion to intensive development, focusing on urban renewal and infrastructure maintenance [1][18]. - The urbanization rate is projected to reach 67% by the end of 2024, indicating a shift in investment focus [1][18]. Prefabricated Construction - The labor force in construction is declining, with the number of construction workers dropping to 42.86 million in 2024, a significant decrease from previous years [2][21]. - The average monthly salary for construction workers is expected to rise to 5,743 yuan in 2024, reflecting a 26% increase since 2019 [2][26]. - The report sets targets for the penetration rate of prefabricated construction at 30% by 2025 and 40% by 2030 [2][21]. Inspection and Testing - The existing building area is projected to reach approximately 38.4 billion square meters by the end of 2024, leading to a surge in demand for building inspections [3][24]. - The establishment of a housing pension system and regular inspection policies in various cities is expected to drive the inspection market [3][24]. New Infrastructure - The low-altitude economy is projected to grow to 2 trillion yuan by 2030, with related infrastructure investments estimated at 300-400 billion yuan [4][31]. - Government policies are increasingly supporting the development of low-altitude infrastructure, with significant funding expected [4][31]. Strategic Regions - Xinjiang is highlighted for its robust economic growth and infrastructure investment, with over 800 billion yuan allocated for coal chemical projects by 2025 [12][41]. - Sichuan is identified as a strategic region for national development, with ongoing support for infrastructure projects [10][39].