格隆汇7月31日丨中钢国际(000928.SZ)于投资者互动平台表示，公司没有在柬埔寨与当地公司参与稀土 项目。 ...

格隆汇7月31日丨中钢国际(000928.SZ)于投资者互动平台表示，公司没有军工资质。 ...

人民财讯7月31日电，当地时间7月29日，中钢国际（000928）全资子公司中钢设备有限公司与安赛乐米 塔尔朱拜勒管材公司(ArcelorMittal Tubular Products Al-Jubail，简称AMTPJ)签订无缝钢管热处理及精整 线项目合同。根据合同，中钢设备作为EPC总承包方，负责新建一条20万吨/年的无缝钢管热处理线， 以及一条15万吨/年的无缝钢管精整线。项目定位于高端无缝钢管产品，将服务于中东、北非地区油 气、造船、海工制造等战略性工业领域。AMTPJ是安赛乐米塔尔集团与沙特公共投资基金(PIF，沙特最 主要的主权财富基金)合资成立的企业，由PIF控股。公司专注于无缝钢管生产，也是中东地区最大、领 先的无缝钢管生产商，主要服务于沙特油气行业及国家重大基建项目。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监 CFO群体薪酬规模合计达42.70亿元，平均年薪为81.48万元。 分行业来看，A股共有149家建筑装饰上市公司公开披露了CFO信息。受上游房地产行业疲软影响，2024年建筑装饰上市公司整体实现营收87347.82亿元，同 比下降3.9%；归母净利润录得1714.72亿元，较2023年下滑16.0%，不到三成公司营收、净利双增。 责任编辑：公司观察 半数以上的CFO身兼数职。报告期内，约17.6%的CFO兼任董事会秘书职位，接近三成CFO兼任总经理或副总经理职位，约10.8%的CFO同时担任审计委员会 成员、战略委员会成员或薪酬与考核委员会成员等董事会专门委员会职能。 隧道股份CFO葛以衡以246.12万元稳坐第一，约比第二名上海建科财务总监沈新根年薪略高不到3万元。值得关注的是，葛以衡也是公司的党委书记、董事 长，自201 ...

Investment Rating - The report maintains a "Buy" recommendation for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with a broad infrastructure investment growth rate of 8.9% in the first half of 2025, despite a slight decline from previous values [3][30] - Real estate investment continues to face pressure, with a 11.2% year-on-year decline in real estate development investment in the first half of 2025 [44] - The construction sector is experiencing a slight increase in fund holdings, with a fund holding market value ratio of 0.43% in Q2 2025, which is still below the standard allocation ratio of 1.77% [65][66] Summary by Sections Special Debt Issuance - The pace of special debt issuance has accelerated, with a total of 2.16 trillion yuan issued in the first half of 2025, a year-on-year increase of 45% [6][3] - The government plans to issue 4.4 trillion yuan in new local government special bonds in 2025, focusing on investment construction and land acquisition [6] Infrastructure Investment - Fixed asset investment growth has slowed, with a total of 248,654 billion yuan in the first half of 2025, reflecting a 2.8% year-on-year increase [27] - Infrastructure investment remains resilient, with significant growth in the electricity, heat, gas, and water supply sectors, which saw a 22.8% year-on-year increase [35][30] Real Estate Market - Real estate investment and sales continue to decline, with a 3.5% decrease in commodity housing sales area in the first half of 2025 [44] - New construction and completion areas have seen a narrowing decline, with new construction down 20.0% year-on-year but improving from previous months [46] Fund Holdings in Construction - Fund holdings in the construction sector have slightly increased, with a market value of 132.95 billion yuan in Q2 2025, reflecting a 9.24% increase from Q1 2025 [65] - The construction sector remains underweight compared to the standard allocation, indicating potential for growth [65][66] Recommendations - The report recommends focusing on stable growth, high dividends, overseas expansion, and regional construction projects, highlighting companies such as China State Construction, China Railway, and others [3][1]

中钢国际（000928）(000928.SZ)披露2025年第二季度工程业务经营情况，该公司第二季度新签项目合 同金额达23.29亿元，其中，国内项目3.77亿元，国外项目19.52亿元。截至2025年6月末累计已签约未完 工订单金额达389.26亿元。 ...

智通财经APP讯，中钢国际(000928.SZ)披露2025年第二季度工程业务经营情况，该公司第二季度新签项 目合同金额达23.29亿元，其中，国内项目3.77亿元，国外项目19.52亿元。截至2025年6月末累计已签约 未完工订单金额达389.26亿元。 ...

证券代码：000928 证券简称：中钢国际 公告编号：2025-29 中钢国际工程技术股份有限公司 关于2025年第二季度工程业务经营情况的自愿性信息披露公告 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。 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（2025 年修订）》等相关规定，中钢国际工程技 术股份有限公司（以下简称"公司"）现将 2025 年第二季度工程总承包业务经 营情况简报如下： 注：已生效正在执行项目金额为未完工部分预期收入。 截至报告期末，公司无重大已中标尚未签约订单。 二、未完工重大项目情况 报告期内未完工重大项目进展情况如下： 一、2025 年第二季度（4-6 月）订单情况 数量（个） 金额（亿元） 2025 年第二季度新签项目合同 31 23.29 其中：国内项目 17 3.77 国外项目 14 19.52 截至 2025 年 6 月末累计已签约未完工订单 298 389.26 其中：已生效正在执行项目 267 218.66 已签约尚未生效项目 31 170.60 单位：万元 项目名 ...

中钢国际（000928）公告，公司2025年第二季度新签项目合同31个，金额23.29亿元，其中国内17个3.77 亿元、国外14个19.52亿元。截至2025年6月末累计已签约未完工订单298个389.26亿元，其中已生效正在 执行267个218.66亿元、已签约尚未生效31个170.6亿元。报告期披露MMK250万吨焦化EPC、西上庄超 临界低热值煤热电EPC等重大项目进展。 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market-A" [4] Core Viewpoints - The ongoing urban renewal and the commencement of major projects are expected to accelerate infrastructure investment in the second half of the year [1][20] - The central government has emphasized the importance of urban village renovations and has set ambitious targets for the renovation of old urban residential areas, with 58,000 new projects planned for 2024 and 25,000 for the first half of 2025 [1][17] - The report suggests focusing on low-valuation state-owned enterprises in the infrastructure sector, as their fundamentals and operational metrics are expected to improve due to ongoing reforms and market conditions [9][11] Summary by Sections Industry Dynamics - The State-owned Assets Supervision and Administration Commission (SASAC) has called for state-owned enterprises to actively participate in urban development and infrastructure projects, emphasizing the need for safety and reliability in infrastructure [1][16] - The National Development and Reform Commission (NDRC) has allocated 735 billion yuan for central budget investments, focusing on modern infrastructure and urbanization projects [2][18] - Infrastructure investment growth rates for the first half of 2023 were reported at 4.60% for narrow definitions and 8.90% for broader definitions, with expectations for acceleration in the latter half of the year [9][20] Market Performance - The construction industry saw a weekly increase of 5.62%, outperforming major indices such as the Shenzhen Composite Index and the Shanghai Composite Index [21] - The municipal engineering sector experienced the highest growth within the construction industry, with a weekly increase of 14.33% [21] Company Announcements - Major contracts were awarded, including China Power Construction winning contracts worth approximately 57.52 billion yuan for a pumped storage power station [32] - China State Construction reported new contracts totaling 2.5 trillion yuan for the first half of 2025, reflecting a year-on-year increase of 0.9% [32] Valuation - As of July 25, the construction and decoration industry had a price-to-earnings (P/E) ratio of 11.65 and a price-to-book (P/B) ratio of 0.85, indicating a slight increase from the previous week [24] - The report highlights that the construction industry ranks 27th in P/E valuation among major sectors, suggesting potential for valuation improvement [24][25] Key Focus Stocks - The report recommends focusing on low-valuation state-owned enterprises such as China State Construction, China Railway, and China Communications Construction, which are expected to benefit from improved operational metrics and market conditions [11][12][28]