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。 东珠生态环保股份有限公司（以下简称"公司"）近期参与了图木舒克经开区 达坂山工业园背压机组工程—环保工程（以下简称"图木舒克工业园环保工程"） 的投标，根据中国招标投标公共服务平台（https://ctbpsp.com/）2025 年 12 月 4 日发布的中标结果公示，公司中标图木舒克工业园环保工程。 证券代码：603359 证券简称：东珠生态 公告编号：2025-071 东珠生态环保股份有限公司 关于项目中标公示的提示性公告 5、公示媒体：中国招标投标公共服务平台。 二、项目中标对公司经营业绩的影响 现将相关项目情况提示如下： 一、中标项目的主要情况 1、项目名称：图木舒克经开区达坂山工业园背压机组工程-环保工程 2、招标人：图木舒克市金山能源发展有限责任公司 3、中标人：东珠生态环保股份有限公司 4、项目概况： （1）建设规模：3x670t/h 循环流化床锅炉+2x100MW 背压式汽轮发电机组， 配 2x40t/h 生物质启动锅炉等脱硫、脱硝、除尘、燃料供应系统、水 ...

证券代码：603359 证券简称：东珠生态 公告编号：2025-070 东珠生态环保股份有限公司 关于控股股东部分股份质押 及解除质押的公告 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个别及连带责任。 重要内容提示： ● 东珠生态环保股份有限公司（以下简称"公司"、"上市公司"）控股股东席 惠明先生持有公司股份 151,872,560 股，占公司总股本的 34.04%。截至本公告披 露日，席惠明先生累计质押公司股份 68,170,000 股，占其持股数量的比例为 44.89%，占公司总股本的比例为 15.28%。 ● 席惠明先生及其一致行动人合计持有公司股份 205,740,052 股，占公司总 股本的 46.12%。截至本公告披露日，席惠明先生及其一致行动人累计质押公司 股份 80,170,000 股，占其所持股份总数的 38.97%，占公司总股本的 17.97%。 一、本次股份质押及解除质押的情况 公司于 2025 年 12 月 5 日收到公司控股股东席惠明先生通知，获悉其将所持 有的公司部分股份办理了质押及解除质押业务。具体情 ...

格隆汇12月5日丨东珠生态(603359.SH)公布，公司近期参与了图木舒克经开区达坂山工业园背压机组工 程—环保工程(简称"图木舒克工业园环保工程")的投标，根据中国招标投标公共服务平台 (https://ctbpsp.com/)2025年12月4日发布的中标结果公示，公司中标图木舒克工业园环保工程，投标报价 39,715.40万元。 ...

Core Viewpoint - The company has successfully won the bid for the environmental project at the Tumu Shuke Economic Development Zone, indicating a significant opportunity for growth in the environmental engineering sector [1] Group 1: Project Details - The project is named the Tumu Shuke Economic Development Zone Daban Mountain Industrial Park Back Pressure Unit Project - Environmental Engineering [1] - The bidding price submitted by the company was 397 million yuan [1] - The final transaction amount and project execution terms will be confirmed in the formal contract [1] Group 2: Stakeholders - The project is commissioned by Tumu Shuke Jinshan Energy Development Co., Ltd. [1]

东珠生态（603359）(603359.SH)发布公告，公司近期参与了图木舒克经开区达坂山工业园背压机组工 程—环保工程(以下简称"图木舒克工业园环保工程")的投标，根据中国招标投标公共服务平台2025年12 月4日发布的中标结果公示，公司中标图木舒克工业园环保工程。项目投标报价3.97亿元。 ...

人民财讯12月5日电，东珠生态（603359）12月5日公告，公司中标图木舒克经开区达坂山工业园背压机 组工程-环保工程，投标报价3.97亿元。项目签订正式合同并顺利实施后，将有助于提高公司的业务承 接能力，并将对公司的经营业绩产生积极影响。 ...

智通财经APP讯，东珠生态(603359.SH)发布公告，公司近期参与了图木舒克经开区达坂山工业园背压 机组工程—环保工程(以下简称"图木舒克工业园环保工程")的投标，根据中国招标投标公共服务平台 2025年12月4日发布的中标结果公示，公司中标图木舒克工业园环保工程。项目投标报价3.97亿元。 ...

Core Insights - The infrastructure sector experienced a significant increase of 2.86% on December 1, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Infrastructure Sector Performance - Guosheng Technology (603778) closed at 12.75, rising by 10.01% with a trading volume of 1.71 million shares and a transaction value of 2.152 billion [1] - Pudong Construction (600284) saw a closing price of 8.07, up 9.95%, with a trading volume of 374,400 shares [1] - Other notable performers included Guanzhong Ecology (300948) with a 7.87% increase, Longjian Co. (600853) up 4.53%, and Dongzhu Ecology (603359) up 4.26% [1] Capital Flow Analysis - The infrastructure sector experienced a net outflow of 441 million from institutional investors, while retail investors contributed a net inflow of 314 million [2] - The main capital inflow was observed in Pudong Construction, which had a net inflow of 85.19 million, despite a net outflow from retail investors [3] - Other companies like Longjian Co. and Garden Co. also saw significant net inflows from institutional investors, indicating selective interest in certain stocks within the sector [3]

Investment Rating - The report maintains a "Buy" rating for key companies in the construction and decoration industry, highlighting their potential for growth and profitability in overseas markets [8][29]. Core Insights - The construction industry is experiencing a significant trend towards overseas expansion, driven by urbanization and industrialization in emerging markets, as well as the relocation of manufacturing capacity from China [1][11]. - There is a notable increase in overseas engineering demand, with specialized engineering firms expected to benefit significantly from this trend [1][11]. - The report emphasizes the importance of companies with competitive advantages in niche markets, recommending specific firms such as China Chemical, Jinggong Steel Structure, Jianghe Group, China National Materials, and China Steel International [1][11][19]. Summary by Sections Industry Investment Rating - The report recommends a "Buy" rating for several key players in the construction sector, including China Chemical (PE 6.3X), Jinggong Steel Structure (PE 10.7X), Jianghe Group (PE 12X), China National Materials (PE 7.3X), and China Steel International (PE 10X) [1][29]. Overseas Demand Drivers - Three main factors are driving the high demand for overseas construction: 1. Rapid economic growth in emerging regions such as Southeast Asia, Africa, and the Middle East, leading to increased infrastructure investment [19]. 2. The transfer of excess production capacity from China, particularly in cement and steel, to overseas markets, which is expected to boost regional engineering demand [19]. 3. The collaborative demand for construction services as various industries expand internationally, with a significant number of A-share companies reporting overseas revenue growth [19] [28]. AI and Semiconductor Cleanroom Growth - The report highlights the ongoing surge in global computing power demand driven by AI development, which is expected to lead to substantial growth in the semiconductor cleanroom market [3][26]. - It forecasts that global and Chinese semiconductor cleanroom investments will reach approximately 1680 billion and 504 billion respectively by 2025, representing about 15% of total industry capital expenditure [26]. High Dividend Yield Opportunities - The report identifies several construction companies with robust performance and high dividend yields, suggesting that these firms will attract long-term capital inflows. Key companies include Sichuan Road and Bridge (6.6%), Jianghe Group (6.5%), Jinggong Steel Structure (6.5%), Anhui Construction (5.7%), Tunnel Shares (5.5%), and Sanwei Chemical (6.4%) [7][28][29]. Recommendations for Specific Companies - The report recommends focusing on companies that are well-positioned to benefit from the ongoing trends, including: - China Chemical for chemical engineering overseas expansion - Jinggong Steel Structure for steel structure projects - Jianghe Group for high-end curtain wall projects - China National Materials for cement engineering - China Steel International for metallurgy projects - Semiconductor cleanroom leaders such as Yaxin Integration, Shenghui Integration, and Bocheng Co. [1][11][19][29].

Group 1 - The report maintains a positive outlook on the construction and decoration industry, emphasizing the sustained growth policies and the favorable economic environment in the western regions of China, particularly in Xinjiang and Sichuan [5][12][22] - The "14th Five-Year Plan" is expected to drive high-quality development in domestic infrastructure investment, with significant projects like the Yarlung Tsangpo River downstream hydropower project and the Duku Highway in Xinjiang set to commence construction [10][11][15] - The report highlights the importance of new infrastructure needs, including the construction of a modern energy system and the development of smart transportation systems, which are anticipated to create new investment opportunities for companies in the sector [25][26] Group 2 - The report identifies key companies that are likely to benefit from the infrastructure boom in Xinjiang, such as Xinjiang Communications Construction, Qingsong Construction, and China Chemical Engineering, due to their involvement in major projects [14][16][19] - The coal chemical industry in Xinjiang is entering a phase of accelerated investment, with numerous projects planned or under construction, which is expected to enhance the operational performance of companies like China Metallurgical Group and China Railway Group [17][19][20] - The report notes that the Belt and Road Initiative continues to present overseas construction opportunities, with significant growth in new orders for major state-owned enterprises in both domestic and international markets [5][19][22] Group 3 - The report emphasizes the potential for companies involved in the new energy sector, as the government aims to construct a new energy system and achieve carbon peak goals, creating opportunities for firms engaged in renewable energy projects [25][26] - Companies like Suzhou Transportation Science and Technology and Huase Group are highlighted for their roles in the emerging low-altitude economy, which is expected to see accelerated development in infrastructure and operational capabilities [5][25] - The report discusses the rising prices of key minerals such as gold, copper, and cobalt, suggesting that companies involved in mineral resource development, like China Metallurgical Group and China Railway Group, may see increased value from their operations [17][19][22]