格隆汇7月30日丨北方国际(000065.SZ)在互动平台表示，公司核心主业国际工程业务的主要市场在"一 带一路"沿线国家和地区，目前未参与雅鲁藏布江下游水电站项目的建设。公司未来将持续关注"一带一 路"沿线重点基础设施项目发展动态，发挥自身优势，积极评估潜在机会，并依法依规及时履行信息披 露义务。 ...

7月29日，沪深两融数据显示，北方国际获融资买入额0.22亿元，居两市第1354位，当日融资偿还额0.25 亿元，净卖出299.63万元。 最近三个交易日，25日-29日，北方国际分别获融资买入0.39亿元、0.27亿元、0.22亿元。 融券方面，当日融券卖出0.24万股，净卖出0.01万股。 来源：金融界 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 股票简称：北方国际 股票代码：000065 公告编号：2025-072 北方国际合作股份有限公司 2025年第二季度工程业务经营情况公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 ■ 二、重大项目情况 1、2025年第二季度新签重要工程项目情况 ■ 2、2025年第二季度在执行重大投资项目情况 ■ 上述相关数据为阶段性数据，且未经审计，因此上述数据与公司未来定期报告披露的数据可能存在差 异，仅供投资者参阅。 特此公告。 二〇二五年七月三十日 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管指引第3号一一行业信息 披露》等相关规定，北方国际合作股份有限公司（以下简称"公司"）将2025年第二季度经营情况披露如 下： 一、公司合同总体情况 北方国际合作股份有限公司董事会 ...

Group 1 - The stock price of Beifang International is 11.25 yuan, down 0.71% from the previous trading day, with a trading volume of 149,928 shares and a total transaction amount of 168 million yuan [1] - The company specializes in international engineering contracting, domestic construction projects, and real estate development, operating in the engineering construction sector across multiple countries and regions [1] - As of the second quarter of 2025, Beifang International signed 5 new projects with a total contract value of 387 million USD, including a 66.6 million USD project in the Democratic Republic of the Congo and a 288 million USD project in Egypt [1] Group 2 - As of June 30, the company has a total of 78 signed but uncompleted projects, with a cumulative contract value of 13.677 billion USD [1]

分组1 - Shijia Photon reported a revenue of 993 million yuan for the first half of the year, a year-on-year increase of 121.12% [1] - The net profit attributable to shareholders reached 217 million yuan, reflecting a significant year-on-year growth of 1712% [1] - The company has successfully developed new products for data centers and AI computing, including high-power CWDFB lasers and high-temperature FAU devices [1] 分组2 - Hunan Tianyan announced that China Changan Automobile has become its indirect controlling shareholder after a division of the Weaponry Equipment Group [2] - Following the division, China Changan Automobile holds 37.25% of Hunan Tianyan through Chen Zhi Group, maintaining the actual controller as the State-owned Assets Supervision and Administration Commission [2] 分组3 - Dong'an Power stated that its indirect controlling shareholder has changed to China Changan Automobile after the division of the Weaponry Equipment Group [2] - China Changan Automobile now holds 50.93% of Dong'an Power's total shares through Chen Zhi Group [2] 分组4 - Wantong Intelligent signed an exclusive authorization agreement with Shanghai Shenming Aosi Semiconductor Technology, allowing it to produce and sell boards based on the Fellow 1 model chip for five years [3] - This collaboration is expected to positively impact the company's future operations and aligns with its long-term development strategy [3] 分组5 - WuXi AppTec plans to adjust the upper limit for its share repurchase price from 90.72 yuan to 114.15 yuan per share [4] 分组6 - Xinya Electronics reported that the revenue from high-frequency and high-speed copper cable connectors accounted for only 3.31% of its total revenue as of the 2024 annual report [5] - The company experienced abnormal stock trading fluctuations with a cumulative price deviation exceeding 20% over three consecutive trading days [5] 分组7 - Huajin Technology plans to acquire 6% of Crystal Integrated's shares for a total price of 2.393 billion yuan, with a transfer price of 19.88 yuan per share [6] - This transaction does not constitute a related party transaction or a major asset restructuring [6] 分组8 - Fangbang Co. reported that the sales revenue from its peelable copper products accounted for less than 0.3% of its main business revenue in the first half of the year [8] - The company is monitoring potential market demand increases due to the adoption of CoWoP technology by leading overseas companies [8]

Group 1 - The core point of the article is that Northern International (000065.SZ) reported a total of $387 million in new project contracts signed in the second quarter of 2025 for its engineering business [1]

智通财经APP讯，北方国际(000065.SZ)披露2025年第二季度工程业务，公司2025年第二季度新签项目合 同金额合计3.87亿美元。 ...

北方国际合作股份有限公司 2025 年第二季度工程业务经营情况公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管 指引第 3 号——行业信息披露》等相关规定，北方国际合作股份有限公司（以下 简称"公司"）将 2025 年第二季度经营情况披露如下： | 项 目 | 数量 | 金额(万美元) | | --- | --- | --- | | 2025年第二季度新签项目合同 | 5 | 38,651.15 | | 截至2025年6月30日累计已签约未完工项目合同 | 78 | 1,367,727.20 | | 其中： | | | | 已签约尚未生效项目合同 | 25 | 771,522.97 | | 已生效正在执行项目合同 | 53 | 596,204.22 | | 已中标尚未签约项目合同 | 0 | 0 | 一、公司合同总体情况 股票简称：北方国际 股票代码：000065 公告编号：2025-072 2025 年第二季度工程业务经营情况公告 二、重大项目情况 1、2025 年第二季度新签重要工程 ...

Investment Rating - The industry rating is maintained as "Outperform" [5] Core Viewpoints - The construction sector has seen a significant increase of 7.1% this week, outperforming the Shanghai and Shenzhen 300 index by 5.9 percentage points, driven by infrastructure projects and the rise in specialized engineering and civil explosives sectors [1][29] - The report emphasizes the ongoing trend of "anti-involution" in the industry, suggesting investment opportunities in construction blue chips and steel structure sectors, particularly in the central and western regions of China [1][2][36] Summary by Sections Investment Logic - Four angles to capture investment opportunities in the construction sector: 1. **Price Elasticity**: Companies involved in resource development or trade, such as Northern International and China Railway, are recommended due to expected price increases in resources [2][15] 2. **Supply-Demand Optimization**: Focus on construction blue chips as the anti-involution movement may alleviate price pressures in the industry, with recommendations for quality local state-owned enterprises like Sichuan Road and Bridge [2][17] 3. **Transformation and Upgrading**: Companies with stronger technological attributes are expected to benefit from structural high prosperity in technology-driven infrastructure demands, with recommendations for Tunnel Corporation and China State Construction International [2][21] 4. **Downstream Profit Improvement**: If anti-involution policies improve profitability in steel and cement industries, there will be a rebound in capital expenditure needs, recommending companies like China National Materials and China Steel International [2][23] Market Performance - The report notes a slight decline in the operating rates of petroleum asphalt and cement shipment rates, with the cement shipment rate at 43.07%, down by 2.8 percentage points [3][26] - Central state-owned enterprises showed a positive trend in order data for Q2, with notable growth in orders for companies like China Railway and China Nuclear Engineering [3][26] Key Recommendations - The report suggests focusing on high-growth local state-owned enterprises in regions with strong infrastructure investment, such as Sichuan, Zhejiang, and Anhui, as well as major central state-owned enterprises like China Communications Construction and China Railway [36][37] - Emphasis is placed on the potential of nuclear power and emerging business directions within the construction sector, highlighting the high prosperity of nuclear power investments [38]

Group 1 - The article highlights the growth and development of a Croatian engineer, Martina Rogic, who has advanced her career through experience gained in Chinese enterprises and projects [1][2] - Rogic currently serves as the chief civil engineer for the Korlat photovoltaic project, which is the largest solar project in Croatia, showcasing the impact of Chinese investment in local renewable energy initiatives [1][2] - The collaboration with Chinese companies has provided Rogic with essential training and support, enabling her to pass the Croatian registered construction engineer qualification exam [1] Group 2 - In June 2024, Rogic participated in an exchange program in China, where she visited major engineering projects, gaining insights into advanced engineering management and execution [2] - The projects, including high-speed rail hubs and large bridges, have inspired Rogic to continue her involvement in green energy initiatives, emphasizing the importance of social responsibility for engineers [2] - Rogic expresses pride in contributing to Croatia's clean energy production and aims to participate in more projects that deliver clean electricity across the country [2]