诚邦生态环境股份有限公司 关于项目中标公告 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个别及连带责任。 根据绍兴市越城区公共资源交易中心（https://www.sxyc.gov.cn）2025 年 7 月 22 日发布的《越安北路南延段(安城路至洋江路段)新建工程中标结果公告》， 诚邦生态环境股份有限公司（以下简称"公司"）成为该项目的中标单位。现将 内容公示如下： 一、项目相关情况 1、项目名称：越安北路南延段(安城路至洋江路段)新建工程施工项目 2、招标人名称：绍兴袍江新农村建设投资有限公司 证券代码：603316 证券简称：诚邦股份 公告编号：2025-036 特此公告。 诚邦生态环境股份有限公司董事会 5、工期：总工期为 540 天 6、建设地点：绍兴滨海新区袍江两湖片区马山街道 7、工程建设规模：本工程起点位于洋江路，终点位于安城路，全长约 1 公 里，道路等级为城市主干路，设计速度 50km/h，具体详见施工图。 8、工程范围和内容：新建 36m 宽道路，新建 3*25m 预应力小箱梁桥两座， 新建雨水管、新建交安设施 ...

诚邦股份（603316）公告，公司成为越安北路南延段(安城路至洋江路段)新建工程施工项目的中标单 位。中标价为7731.52万元，工期为540天。本工程起点位于洋江路，终点位于安城路，全长约1公里， 道路等级为城市主干路，设计速度50km/h。项目会对公司当期及未来年度的业绩产生积极影响，且有 利于公司进一步提高业务承接能力。 ...

Group 1 - The company expects a net profit attributable to shareholders of approximately -10.5 million yuan for the first half of 2025 [1] - The expected net profit attributable to shareholders, after deducting non-recurring gains and losses, is approximately -11.3 million yuan [1] - The previous year's net profit attributable to shareholders was -5.3181 million yuan, and the net profit after deducting non-recurring gains and losses was -5.9409 million yuan [1] Group 2 - The main reason for the expected loss in the current period is an increase in financial expenses by approximately 14 million yuan due to adjustments in the investment return rate in the ecological environment construction sector [1] - The company has entered the semiconductor storage sector since October 2024, creating a dual business model of "ecological environment construction + semiconductor storage" [2] - Although the semiconductor storage business has generated new revenue and optimized the industrial structure, its current profits are insufficient to offset the losses from the ecological environment construction sector [2]

[Core Performance Forecast](index=1&type=section&id=I.%E3%80%81Current%20Period%20Performance%20Forecast) The company forecasts a wider net loss for H1 2025, with net profit attributable to shareholders estimated at approximately -10.5 million yuan Performance Forecast Comparison | Metric | 2025 H1 Estimated | 2024 H1 Actual | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders (million yuan) | -10.50 | -5.3181 | | Net Profit After Non-Recurring Items (million yuan) | -11.30 | -5.9409 | | Earnings Per Share | Not Disclosed | -0.02 | - This performance forecast has not been audited by a certified public accountant[4](index=4&type=chunk) [Analysis of Reasons for Estimated Loss](index=1&type=section&id=III.%E3%80%81Main%20Reasons%20for%20Current%20Period%20Estimated%20Loss) The loss primarily stems from the ecological environment construction segment due to increased financial expenses from LPR adjustments and declining revenue - Ecological Environment Construction Segment: Existing PPP projects experienced increased financial expenses of approximately **14 million yuan** due to LPR-triggered return rate adjustments, which is the primary cause of this loss[8](index=8&type=chunk) - Ecological Environment Construction Segment: Affected by macroeconomic and industry conditions, the company's new orders, operating revenue, and gross profit margins all declined[8](index=8&type=chunk) - Semiconductor Storage Segment: Since October 2024, the company has adopted a dual-main business structure of 'ecological environment construction + semiconductor storage,' but the new business's current profit contribution is minimal and insufficient to offset the ecological segment's losses[8](index=8&type=chunk) [Risk Warning and Other Explanations](index=2&type=section&id=IV.%E3%80%81Risk%20Warning) This performance forecast is a preliminary, unaudited estimate, with final data subject to the official semi-annual report, cautioning investors on risks - This performance forecast is a preliminary estimate by the company's finance department and has not been audited or reviewed by a certified public accountant[9](index=9&type=chunk) - The final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are advised to pay attention to investment risks[10](index=10&type=chunk)

Group 1 - The stock of Chengbang Co., Ltd. (603316) experienced a decline of 4.02% today, with a turnover rate of 25.27% and a trading volume of 674 million yuan, showing a fluctuation of 6.31% [2] - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its turnover rate, with a net selling amount of 25.82 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 104 million yuan, with a buying amount of 39.2 million yuan and a selling amount of 64.99 million yuan, resulting in a net selling of 25.82 million yuan [2][3] Group 2 - In the past six months, the stock has appeared on the "Dragon and Tiger List" 12 times, with an average price increase of 3.61% the day after being listed and an average increase of 4.03% in the following five days [3] - The stock saw a net outflow of 46.5 million yuan in main funds today, with a significant outflow of 23.37 million yuan from large orders and 23.13 million yuan from major funds, totaling a net outflow of 265 million yuan over the past five days [3] - The company's Q1 report indicated a revenue of 97.01 million yuan, representing a year-on-year growth of 91.03%, and a net profit of 2.96 million yuan, reflecting a year-on-year increase of 202.42% [3]

Investment Rating - The industry investment rating is "Positive" [2][3] Core Viewpoints - The report highlights that the construction PMI has improved, indicating a potential recovery in the industry, driven by government policies aimed at enhancing product quality and regulating competition [3][11] - The report suggests that while the overall industry remains weak, regional investments may gain traction as national strategic layouts deepen, presenting opportunities for growth [3][11] Industry Performance - The construction sector saw a weekly increase of +0.63%, underperforming compared to the Shanghai Composite Index (+1.40%) and the Shenzhen Component Index (+1.25%) [4][5] - The best-performing sub-industries for the week were infrastructure private enterprises (+3.19%), steel structures (+2.85%), and ecological landscaping (+2.46%) [5][9] - Year-to-date, the top three performing sub-industries are ecological landscaping (+21.25%), infrastructure private enterprises (+16.54%), and decorative curtain walls (+13.15%) [5][9] Key Company Developments - China Railway won a contract for the China-Kyrgyzstan-Uzbekistan railway project, with a total contract value of approximately RMB 5.343 billion, accounting for 0.462% of its 2024 revenue [13][14] - China Railway Construction also secured a contract for the same railway project, valued at approximately RMB 3.781 billion, representing 0.354% of its 2024 revenue [13][14] - Other notable companies include Sichuan Road and Bridge, which signed a contract worth approximately RMB 11.596 billion, accounting for 16.25% of its 2024 revenue [14][15] Stock Performance - The top five stocks by weekly increase were Chengbang Co. (+42.23%), Hangzhou Landscaping (+31.16%), Hopson Development (+21.35%), Hui Green Ecology (+15.65%), and New City (+10.98%) [9][10] - Conversely, the five stocks with the largest declines were Zhengping Co. (-18.28%), ST Yuancheng (-9.82%), ST Nongshang (-6.22%), Northern International (-5.71%), and Hanjia Design (-5.46%) [9][10] Economic Indicators - The manufacturing PMI for June was reported at 49.7%, a 0.2 percentage point increase from the previous month, indicating continued improvement in manufacturing sentiment [11][12] - The non-manufacturing PMI was at 50.5%, also up by 0.2 percentage points, while the construction business activity index rose to 52.8%, an increase of 1.8 percentage points [11][12]

Core Viewpoint - Chengbang Co., Ltd. (603316) experienced a trading halt today with a turnover rate of 35.35% and a transaction amount of 1.051 billion yuan, while the stock's price fluctuated by 17.93% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its daily fluctuation of 17.93% and turnover rate of 35.35%, with a net selling amount of 16.9978 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 137 million yuan, with a buying amount of 60.2492 million yuan and a selling amount of 77.2470 million yuan, resulting in a net selling of 16.9978 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities Co., Ltd. with a purchase amount of 14.0869 million yuan, while the largest selling brokerage was Lianchu Securities Co., Ltd. with a selling amount of 20.7225 million yuan [2] Recent Performance - Over the past six months, the stock has appeared on the "Dragon and Tiger List" nine times, with an average price increase of 7.08% the day after being listed and an average increase of 14.96% within five days [3] - Today, the stock saw a net outflow of 159 million yuan in main funds, including a net outflow of 105 million yuan from large orders and 54.5735 million yuan from major funds. In the past five days, the net outflow of main funds reached 188 million yuan [3] Financial Results - On April 30, the company released its Q1 report, showing a total revenue of 97.0122 million yuan, representing a year-on-year growth of 91.03%, and a net profit of 2.9597 million yuan, reflecting a year-on-year increase of 202.42% [3]

诚邦生态环境股份有限公司 股票交易异常波动公告 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个别及连带责任。 重要内容提示： 诚邦生态环境股份有限公司（以下简称"公司"）股票 2025 年 7 月 2 日、 2025 年 7 月 3 日连续 2 个交易日内收盘价格涨幅偏离值累计达 20%，根据《上海 证券交易所交易规则》的有关规定，属于股票交易异常波动。公司所处行业最新 市净率为 0.58，公司最新市净率为 4.41，公司滚动市净率高于平均水平。 证券代码：603316 证券简称：诚邦股份 公告编号：2025-034 公司 2024 年度实现营业收入 34,789.38 万元左右；2024 年度实现归属 于上市公司股东的净利润为-9,947.35 万元左右；2024 年度实现归属于上市公司 股东的扣除非经常性损益的净利润为-10,575.65 万元左右，仍为亏损；公司半 导体存储板块，控股子公司"东莞市芯存诚邦科技有限公司"2024 年纳入合并报 表的营业收入为 11,058.91 万元、净利润为 93.38 万元。 公司控股股东方利 ...

Group 1 - The core point of the article is that Chengbang Co., Ltd. has experienced a significant stock price increase, with a cumulative deviation of 20% over two consecutive trading days [1] - The company’s latest price-to-book ratio (P/B) is 4.41, which is significantly higher than the industry average P/B of 0.58 [1] - The controlling shareholder, Li Qiang, along with concerted parties, has pledged a total of 63.12% of their shares, amounting to 63.7 million shares, which represents 24.10% of the company's total equity [1]

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]