张弛 长江证券建筑首席: 各位投资者下午好，欢迎参加本次的这个会议。我是长城建筑的首席张驰，今天是我们全 中主题建筑新城的，这个优质央企线上策略会的中工国际专场。我们很荣幸的邀请到了中 国际的董秘，这董，财务总监康总和我们证券部的周总参加本次的交流。那么首先我们把 时间交给公司领导，由我们公司领导先介绍一下近期的基本情况。后面，我们进入到提问 环节，有请公司管理层。 中工国际董秘郑在洲辉: 好，各位投资者，大家下午好。我是中国际郑在洲辉，下面我先将公司的 2025 年整体情 况向大家进行报告。我们是由 2026 年的 1 月披露了公司的业绩快报以及经营情况简报。 整体而言，公司 2025 年还是经营比较稳健，经营质量而言，这个合同储备都是同步增强 的。公司的营收、归母净利分别实现 114 亿元以及 3.07 亿元。同比看是有所下滑，但就 2025 年前三季度而言，降幅有所收窄。就公司收入和利润下降的原因而言，是 2024 年， 就上年同期多个项目处于执行高峰。 以及本次报告期内的美元贬值产生了一定的这个汇率损失。目前公司部分项目已经陆续进 入了执行高峰，进展顺利。同时公司也将密切关注汇率波动，积极采取远结等措 ...

格隆汇2月4日丨中工国际(002051.SZ)在投资者互动平台表示，公司立足"新市场布局、新细分赛道、新 资源配置"的"三新"定位，多年来深度参与"一带一路"沿线国家工业化进程和国际产能合作，先后承接 了玻利维亚乌尤尼钾盐厂项目、哈萨克斯坦纯碱厂一期，土耳其图兹湖天然气储库二期等多个海外工业 化项目。目前公司在津巴布韦暂无在执行项目，公司将紧跟国家"一带一路"倡议步伐，持续优化市场布 局，加大重点市场开发力度。 ...

Core Viewpoint - The company, Zhonggong International, is actively involved in international industrialization projects along the Belt and Road Initiative, but currently has no ongoing projects in Zimbabwe [1]. Group 1: Company Activities - Zhonggong International has participated in various overseas industrial projects, including the Uyuni potash plant in Bolivia, the first phase of a soda ash plant in Kazakhstan, and the second phase of the Tuz Lake natural gas storage facility in Turkey [1]. - The company emphasizes its strategy of "new market layout, new segmented tracks, and new resource allocation" to optimize its market presence and enhance development in key markets [1]. Group 2: Future Plans - The company plans to continue aligning with the Belt and Road Initiative and will focus on optimizing its market layout and increasing efforts in key market development [1].

截至2026年2月3日收盘，中工国际（002051）报收于8.7元，较前一交易日上涨1.99%，最新总市值为 107.65亿元。该股当日开盘8.61元，最高8.71元，最低8.51元，成交额达1.19亿元，换手率为1.11%。 近日，中工国际发布《关于公司股份回购进展的公告》。公告显示，公司于2025年10月13日召开董事 会，2025年10月29日召开临时股东会，审议通过回购股份方案，拟以自有资金和自筹资金通过集中竞价 方式回购股份，用于注销并减少注册资本，回购价格不超12.85元/股，资金总额5,000万元至10,000万 元，期限为股东会审议通过之日起12个月内。截至2026年1月31日，已回购股份3,200,900股，占总股本 0.26%，最高成交价9.1元/股，最低成交价8.62元/股，支付资金总额28,504,450.00元（不含交易费用）， 回购符合相关法规及方案规定。 最新公告列表 《关于公司股份回购进展的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The core point of the article highlights the recent performance and financial metrics of Zhonggong International (002051), including stock price movement and trading volume [1][2] - As of February 3, 2026, Zhonggong International's stock closed at 8.7 yuan, with a 1.99% increase and a trading volume of 137,600 hands, resulting in a total transaction amount of 119 million yuan [1] - The net inflow of funds on February 3 was 7.19 million yuan from main funds, accounting for 6.06% of the total transaction amount, while retail investors experienced a net outflow of 9.58 million yuan, representing 8.07% of the total [1][2] Group 2 - For the first three quarters of 2025, Zhonggong International reported a main revenue of 7.125 billion yuan, a year-on-year decrease of 17.25%, and a net profit attributable to shareholders of 247 million yuan, down 23.68% [2] - In Q3 2025, the company recorded a single-quarter main revenue of 2.338 billion yuan, a decline of 24.85%, but a net profit of 69.82 million yuan, which is an increase of 35.16% year-on-year [2] - The company has a debt ratio of 53.68%, with investment income of 66.43 million yuan and a gross profit margin of 18.57% [2]

Group 1 - The company, Zhonggong International, announced on February 3 that it repurchased approximately 3.2 million shares, accounting for 0.26% of its total share capital, through a centralized bidding method [1] - The highest transaction price for the repurchased shares was 9.1 yuan per share, while the lowest was 8.62 yuan per share [1] - The total amount of funds used for the share repurchase was approximately 28.5 million yuan [1]

格隆汇2月3日丨中工国际(002051.SZ)公布，截至2026年1月31日，公司通过股份回购专用证券账户以集 中竞价方式回购公司股份3,200,900股，占公司总股本的比例为0.26%，最高成交价为9.1元/股，最低成 交价为8.62元/股，支付的资金总额为人民币28,504,450.00元（不含交易费用）。本次回购股份资金来源 为公司自有资金及股票回购专项贷款，回购价格未超过回购方案中拟定的价格上限。本次回购符合相关 法律法规及公司既定的回购股份方案。 ...

证券代码：002051 证券简称：中工国际 公告编号：2026-006 中工国际工程股份有限公司 截至 2026 年 1 月 31 日，公司通过股份回购专用证券账户以集中 竞价方式回购公司股份 3,200,900 股，占公司总股本的比例为 0.26%， 最高成交价为 9.1 元/股，最低成交价为 8.62 元/股，支付的资金总额 为人民币 28,504,450.00 元（不含交易费用）。本次回购股份资金来 源为公司自有资金及股票回购专项贷款，回购价格未超过回购方案中 拟定的价格上限。本次回购符合相关法律法规及公司既定的回购股份 方案。 二、其他说明 公司回购股份的时间、数量、价格及集中竞价交易的委托时段符 合《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》的 相关规定。具体说明如下： 关于公司股份回购进展的公告 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。 中工国际工程股份有限公司（以下简称"公司"或"中工国际"） 于 2025 年 10 月 13 日召开第八届董事会第十四次会议，于 2025 年 10 月 29 日召开 2025 年第二次临时股 ...

Investment Rating - The report rates the industry as "Buy" [1] Core Insights - The cleanroom market is expanding due to increased investment in high-tech industries, benefiting companies like Yaxiang Integration, with related companies including Shenghui Integration and Bocheng Co., Ltd. [3][4] - The real estate market is showing signs of marginal improvement, with significant potential for transformation and development [5] Summary by Sections Cleanroom Industry - The growth in high-tech industry investments is driving the expansion of the cleanroom market, with Micron Technology planning to invest $24 billion in a NAND factory in Singapore over the next decade, which will include 700,000 square feet of cleanroom space [4] - The World Semiconductor Trade Statistics (WSTS) predicts a 26.3% increase in the global semiconductor market by 2026, reaching $975 billion, further supporting the cleanroom industry's growth [4] - Yaxiang Integration's parent company reported a consolidated revenue of NT$9.5 billion (approximately RMB 2.1 billion) in December, a year-on-year increase of 165.2% [4] Real Estate Market - The Central Economic Work Conference in December 2025 emphasized stabilizing the real estate market through targeted policies, including controlling inventory and encouraging the acquisition of existing properties for affordable housing [5] - An article published on January 2, 2026, highlighted the importance of managing expectations in the real estate market, which has significant financial asset attributes and broad social implications [5] Recommended Companies - The report recommends Yaxiang Integration for the cleanroom sector, with related companies including Bocheng Co., Ltd. and Shenghui Integration [7] - Other sectors recommended include commercial aerospace, controllable nuclear fusion, and renewable energy, with specific companies highlighted for each sector [7]

证券之星消息，截至2026年1月29日收盘，中工国际(002051)报收于8.8元，上涨0.11%，换手率1.34%， 成交量16.55万手，成交额1.46亿元。 1月29日的资金流向数据方面，主力资金净流出488.87万元，占总成交额3.36%，游资资金净流出415.53 万元，占总成交额2.85%，散户资金净流入904.4万元，占总成交额6.21%。 中工国际2025年三季报显示，前三季度公司主营收入71.25亿元，同比下降17.25%；归母净利润2.47亿 元，同比下降23.68%；扣非净利润2.35亿元，同比上升0.61%；其中2025年第三季度，公司单季度主营 收入23.38亿元，同比下降24.85%；单季度归母净利润6982.21万元，同比上升35.16%；单季度扣非净利 润6503.44万元，同比上升54.38%；负债率53.68%，投资收益6643.3万元，财务费用-2365.26万元，毛利 率18.57%。中工国际（002051）主营业务：设计咨询与工程承包,先进工程技术装备开发与应用,工程投 资与运营。 该股最近90天内共有4家机构给出评级，买入评级3家，增持评级1家；过去90天内机构目标 ...