Investment Rating - The report rates the industry as "Positive" for A-share central enterprises in the construction sector, indicating an expectation of outperforming the overall market [3]. Core Insights - The ESG performance of 19 central enterprises in the construction industry is generally good, with strengths in green development and social responsibility, while climate governance and governance enhancement remain key weaknesses [5][13]. - The overall ESG scores show that 8 companies scored above 80, 10 companies scored between 60-79, and 1 company scored below 60, with a maximum score of 100 [13]. - Importance assessments are disclosed by all 19 companies, with 17 completing dual importance assessments, although third-party verification is lacking, with only 3 companies engaging third-party validation [16][18]. Summary by Sections 1. Overall Scores and Areas for Improvement - The ESG scores of the 19 central enterprises are generally good, with green development and social responsibility as strong areas, while climate governance and governance improvements are identified as critical weaknesses [5][13]. 2. Importance Assessment - All 19 companies disclosed importance assessments, with 17 completing dual assessments. However, third-party verification is limited, with only 3 companies providing such validation [16][18]. 3. Environmental & Climate - The total score for "Environment + Climate Change" among the 19 companies ranges from 0 to 32 points (out of 34). Two companies scored between 30-34, indicating strong performance in both environmental and climate disclosures. Twelve companies scored between 20-29, primarily focusing on environmental disclosures, while five companies scored between 10-19, showing limited engagement with climate issues [24][25]. 4. Social Responsibility - All 19 companies disclosed social responsibility initiatives, with a focus on rural revitalization and social welfare, reflecting a strong commitment to social responsibility. However, some disclosures lack quantitative performance indicators [57][60]. 5. Governance - The governance scores are primarily in the mid to high range, with most companies having established governance structures. However, the integration of ESG performance indicators into governance mechanisms remains unclear for many companies [68][73].

Market Overview - The professional engineering sector experienced a decline of 0.48% on November 4, with Shanghai Port leading the drop [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] Stock Performance - Notable gainers in the professional engineering sector included: - Yaxiang Integration (603929) with a closing price of 50.30, up 7.69% and a trading volume of 159,900 shares [1] - Yongfu Co., Ltd. (300712) closed at 29.12, up 5.78% with a trading volume of 231,300 shares [1] - Shikong Technology (605178) closed at 66.49, up 4.13% with a trading volume of 208,300 shares [1] - Other stocks with positive performance included: - Rishang Group (002593) up 2.27% [1] - Huadian Technology (601226) up 1.34% [1] Decliners - Major decliners included: - Fei Gui Yu Shan (605598) down 3.13% with a trading volume of 91,600 shares [2] - Honglu Steel Structure (002541) down 3.10% with a trading volume of 66,100 shares [2] - Shenghui Integration (603163) down 2.46% with a trading volume of 70,300 shares [2] Capital Flow - The professional engineering sector saw a net outflow of 395 million yuan from institutional investors, while retail investors contributed a net inflow of 310 million yuan [2][3] - Notable capital flows included: - Yongfu Co., Ltd. (300712) with a net inflow of 71.39 million yuan from institutional investors [3] - Rishang Group (002593) with a net inflow of 26.38 million yuan from institutional investors [3] - Shikong Technology (603098) with a net inflow of 15.01 million yuan from institutional investors [3]

证券日报网讯深桑达A10月30日在互动平台回答投资者提问时表示，公司在定期报告中会披露前十大股 东的持股情况。大宗交易属于正常的二级市场交易行为。公司会持续关注应当披露的股份变动情形。 （文章来源：证券日报） ...

Core Viewpoint - The company, Shen Sanda A, stated on October 29 that significant matters should be based on official company announcements [2] Group 1 - The company responded to investor inquiries on an interactive platform [2] - The emphasis was placed on relying on company announcements for major issues [2]

Core Points - The company reported a total revenue of 33.019 billion yuan for Q3 2025, a decrease of 15.403 billion yuan compared to the same period last year, representing a year-on-year decline of 31.81% [1] - The net profit attributable to shareholders was -0.299 billion yuan, a decrease of 0.172 billion yuan from the same period last year [1] - The net cash flow from operating activities was -4.672 billion yuan, down by 2.309 billion yuan compared to the same period last year [1] Financial Ratios - The latest debt-to-asset ratio is 82.38%, an increase of 0.08 percentage points from the previous quarter, but a decrease of 0.18 percentage points from the same period last year [3] - The latest gross profit margin is 8.00%, down by 1.22 percentage points from the previous quarter and down by 1.13 percentage points from the same period last year [3] - The latest return on equity (ROE) is -4.88%, a decrease of 2.79 percentage points from the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is -0.26 yuan, a decrease of 0.18 yuan from the same period last year [3] - The latest total asset turnover ratio is 0.48 times, a decrease of 0.31 times from the same period last year, representing a year-on-year decline of 39.35% [3] - The latest inventory turnover ratio is 24.65 times, down by 13.14 times from the same period last year, a year-on-year decline of 34.77% [3] Shareholder Information - The number of shareholders is 69,800, with the top ten shareholders holding 688 million shares, accounting for 60.46% of the total share capital [3] - The top shareholders include China Electronics International Information Service Co., Ltd. and China Electronics Information Industry Group Co., Ltd., among others [3]

2024 年 12 月，财政部发布《关于印发<企业会计准则解释第 18 号>的通知》 （财会【2024】24 号），规定对不属于单项履约义务的保证类质量保证产生的预 计负债，应当按确定的金额计入"主营业务成本"、"其他业务成本"等科目，该 解释规定自印发之日起施行，允许企业自发布年度提前执行。公司于 2024 年 1 月 1 日起执行。 深圳市桑达实业股份有限公司 关于因会计政策变更对已披露财务报表进行追溯调整 的说明（2025.9.30） 一、本次会计政策变更情况概述 1.追溯调整对 2024 年三季度合并利润表的影响 | 项目 | 2024 年三季度 | | 调整数 | 2024 年三季度 | | --- | --- | --- | --- | --- | | | 追溯调整前 | | 会计政策变更调整 | 追溯调整后 | | （一）基本每股收益（元/股） | | -0.1113 | | -0.1113 | | （二）稀释每股收益（元/股） | | -0.1113 | | -0.1113 | 二、追溯调整对财务报表的具体影响 | 项目 | 2024 年三季度 | 调整数 | 2024 年三季度 | | -- ...

深圳市桑达实业股份有限公司 关于累计诉讼的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、诉讼仲裁事项 证券代码：000032 证券简称：深桑达 A 公告编号：2025-057 2、相关重大案件详细内容 （1）案件名称：原告中国电子系统工程第二建设有限公司诉被告一中国建 筑第二工程局有限公司、被告二中国电建集团华东勘测设计研究院有限公司、 被告三大理华晟新能源科技有限公司建设工程施工合同纠纷 原告：中国电子系统工程第二建设有限公司 （一）尚未披露的诉讼仲裁事项 自 2025 年 9 月 10 日（即上一期诉讼公告披露日）至今，深圳市桑达实业股 份有限公司（以下简称"公司"）及控股子公司发生诉讼仲裁案件共计 72 件， 涉案金额总计为人民币 759,027,565.37 元，已超过公司最近一期经审计净资产 （2024 年年报数据）的 10%。其中公司及控股子公司作为原告的案件共计 17 件， 涉案金额为人民币 631,461,309.4 元；作为被告的案件共计 55 件，涉案金额为 人民币 127,566,255.97 元。 | | | 中国建筑第二 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 深圳市桑达实业股份有限公司（以下简称"公司"）本次续聘中兴华会计师 事务所（特殊普通合伙）（以下简称"中兴华"）符合财政部、国务院国资委、 证监会印发的《国有企业、上市公司选聘会计师事务所管理办法》（财会 〔2023〕4 号）的规定。 一、拟续聘会计师事务所事项的情况说明 中兴华在担任公司的审计机构期间，能遵循中国注册会计师审计准则的要 求、遵守会计师事务所的职业道德规范，工作尽职尽责，能独立、客观、公正 地发表审计意见，并且能够有效利用自身专业能力对公司财务管理、会计核算 的内部控制等工作提供高水平的专业指导，协助提高公司经营管理水平。 公司拟继续聘任中兴华作为 2025 年度财务报告及内部控制审计机构，聘任 期为一年。财务报告审计费用不超过人民币贰佰壹拾万元，内部控制审计费用 不超过人民币捌拾万元。 二、拟聘任会计师事务所的基本情况 （一）机构信息 证券代码：000032 证券简称：深桑达 A 公告编号：2025-053 深圳市桑达实业股份有限公司 关于续聘2025年度会计师事务所的公告 3.诚信 ...

证券代码：000032 证券简称：深桑达 A 公告编号：2025-056 深圳市桑达实业股份有限公司 2025 年第二次临时股东大会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 特别提示： 1.本次股东大会没有否决提案。 2.本次股东大会无涉及变更前次股东大会决议的情形。 一、会议召开和出席情况 1. 会议召开情况 （1）召开时间：2025 年 10 月 28 日（星期二）下午 2:30。 网络投票起止时间：通过深圳证券交易所交易系统进行网络投票的具体时间 为 2025 年 10 月 28 日上午 9:15-9:25、9:30-11:30，下午 1:00-3:00；互联网投 票系统开始投票的时间为 2025 年 10 月 28 日上午 9:15，结束时间为 2025 年 10 月 28 日下午 3:00。 （2）召开地点：深圳市南山区科技路1号桑达科技大厦16楼会议室 （3）召开方式：现场投票与网络投票相结合 （4）召集人：公司董事会 （5）主持人：董事穆国强先生 （6）会议的召开符合《中华人民共和国公司法》《深圳证券交易所股票上 市规则》等有关法律 ...

证券代码：000032 证券简称：深桑达A 公告编号：2025―054 深圳市桑达实业股份有限公司 关于召开 2025 年第三次临时股东大会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、召开会议基本情况 1． 股东大会届次：2025年第三次临时股东大会 2． 股东大会的召集人：公司董事会 公司董事会于2025年10月28日召开第九届董事会第四十三次会议，审议通过了 《关于召开公司2025年第三次临时股东大会的议案》，提议召开本次股东大会。 3．本次股东大会会议召开符合有关法律、行政法规、部门规章、规范性文件 和公司章程相关规定。 4．会议时间： （1）现场会议召开时间：2025 年 11 月 14 日（星期五）下午 2:30。 5．会议的召开方式：本次股东大会采取现场投票和网络投票相结合的方式。 公司将通过深圳证券交易所交易系统和互联网投票系统(http://wltp.cninfo.com.cn) 向全体股东提供网络形式的投票平台，股东可以在网络投票时间内通过上述系统行 使表决权。 6．会议的股权登记日：2025 年 11 月 7 日（星期五） ...