证券代码：002060 证券简称：广东建工 公告编号：临 2025-057 序号 项 目 订单数量（个） 工程施工金额 （万元） 1 2025年第三季度新签工程施工项目 509 2,058,557.64 2 截至2025年9月30日累计已签约未完 工工程施工项目 2125 18,505,677.75 3 截至2025年9月30日已中标尚未签约 工程施工项目 172 2,595,142.09 一、截至2025年9月30日工程项目总体情况 证券代码：002060 证券简称：广东建工 公告编号：临 2025-057 广东省建筑工程集团股份有限公司 关于 2025 年第三季度工程项目经营情况的公告 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。 广东省建筑工程集团股份有限公司根据《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》"第六章 建筑业" 之"第一节 土木工程建筑业务"中的有关规定，现将2025年第 三季度工程项目经营情况披露如下： 注：上表第2项工程施工金额为剩余合同金额。 二、截至2025年9月30日重大工程项目进展情况 | 序 | 项目名称 ...

Financial Performance - The company's operating revenue for the third quarter was ¥14,075,546,649.16, a decrease of 4.36% compared to the same period last year[5] - Net profit attributable to shareholders was ¥207,976,616.55, an increase of 11.38% year-on-year[5] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥225,544,926.58, up 18.03% from the previous year[5] - The basic earnings per share for the period was ¥0.0554, reflecting an increase of 11.47% compared to the same period last year[5] - Net profit for the current period is 610,414,221.75, a decrease of 10.3% compared to 680,545,723.22 in the previous period[25] - Total comprehensive income for the current period is 608,908,974.05, down from 678,450,061.51, reflecting a decrease of 10.2%[26] - Basic and diluted earnings per share decreased to 0.1487 from 0.1716, a decline of 13.5%[26] Assets and Liabilities - Total assets at the end of the reporting period were ¥140,632,735,745.30, a decrease of 0.66% from the end of the previous year[5] - The company's total liabilities decreased from CNY 126.51 billion to CNY 125.45 billion, a decline of about 0.84%[23] - The company's non-current assets increased from CNY 38.34 billion to CNY 40.06 billion, a growth of approximately 4.5%[22] - Total assets decreased from CNY 141.56 billion to CNY 140.63 billion, a reduction of approximately 0.66%[23] Cash Flow - The net cash flow from operating activities was -¥5,045,936,423.87, a significant decline of 513.75% year-on-year[12] - Operating cash flow net amount is -5,045,936,423.87, compared to -822,153,695.73 in the previous period, indicating a significant decline[29] - Investment activities generated a net cash flow of -2,819,154,659.86, worsening from -1,974,885,868.21 in the previous period[29] - The company's cash and cash equivalents decreased from CNY 22.58 billion to CNY 14.90 billion, a decline of approximately 34.5%[21] - Cash and cash equivalents at the end of the period decreased to 13,281,817,244.04 from 16,237,792,164.10, a drop of 18.0%[29] Revenue and Costs - Operating revenue for the current period reached CNY 43.39 billion, up from CNY 41.21 billion in the previous period, reflecting an increase of about 5.3%[24] - Total operating costs rose from CNY 40.30 billion to CNY 42.50 billion, indicating an increase of approximately 5.4%[24] - Total operating expenses increased to 53,424,643,400.13, up from 46,990,405,740.05, indicating a rise of 13.2%[29] Investments and Subsidiaries - Investment income increased by 54.95% to ¥21,398,857.70, primarily due to gains from the disposal of joint ventures[10] - The company plans to acquire equity stakes in 25 subsidiaries from its wholly-owned subsidiary, Guangdong Construction Group, and will inject 4.5 billion RMB in capital[16] - A total of 9 subsidiaries have completed the transfer of ownership to Guangdong Water and Electricity Second Bureau[18] - The company has engaged in internal transfers to streamline its subsidiary structure and enhance competitiveness in the bidding market[16] Shareholder Information - The total number of common shareholders at the end of the reporting period is 86,835[14] - Guangdong Provincial Construction Engineering Group holds 70.05% of shares, totaling 2,630,045,490 shares[14] - The company has 4.22% of shares held by Great Wall Life Insurance Company, totaling 158,565,833 shares[14] - The total number of preferred shareholders at the end of the reporting period is not applicable[16] - The company has not disclosed any related party relationships among the top shareholders[15] - The company has not reported any changes in the lending of shares due to margin trading among the top shareholders[15] Inventory and Receivables - The company reported a 63.18% increase in inventory, amounting to ¥1,310,271,888.94, mainly due to the increase in work-in-progress for wind power tower manufacturing[9] - Accounts receivable increased from CNY 40.38 billion to CNY 43.10 billion, representing a growth of about 6.7%[21] Research and Development - Research and development expenses rose to 1,248,328,557.42, an increase of 6.0% from 1,177,705,353.01[25] Projects and Capacity - The company is currently constructing several projects, including a 100 MW wind power project and a 120 MW photovoltaic project[19] - The company has a total installed capacity of clean energy projects amounting to 4.8614 million kW, including hydropower (380.5 MW), wind power (772.4 MW), and photovoltaic power (3,608.5 MW)[19]

Core Viewpoint - Guangdong Construction's stock price has shown fluctuations with a year-to-date increase of 7.95%, while recent trading days indicate a slight decline, reflecting market volatility and investor sentiment [1][2]. Financial Performance - For the first half of 2025, Guangdong Construction reported a revenue of 29.31 billion yuan, representing a year-on-year growth of 10.64%. However, the net profit attributable to shareholders decreased by 23.44% to 350 million yuan [2]. - The company has distributed a total of 2.18 billion yuan in dividends since its A-share listing, with 1.62 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, the number of shareholders increased by 17.34% to 86,800, while the average circulating shares per person decreased by 14.77% to 17,997 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 27.52 million shares, a decrease of 391,500 shares from the previous period [3]. Business Segments - Guangdong Construction's main business segments include municipal engineering (38.34%), housing construction (21.10%), and hydropower (19.84%), among others, indicating a diversified revenue stream [1].

Group 1 - The company Guangdong Construction announced a cooperation framework agreement with the Maoming Binhai New Area Management Committee to collaborate on marine high-end equipment manufacturing, clean energy project investment and development, and infrastructure construction [2]

Core Viewpoint - Guangdong Construction Group's subsidiary, Guangdong Hydropower No. 2 Bureau, has signed a cooperation framework agreement with the Maoming Binhai New Area Management Committee to collaborate on marine high-end equipment manufacturing, clean energy project investment, and infrastructure construction [1][2] Group 1: Cooperation Agreement Details - The agreement involves the establishment of a marine equipment company and the construction of an international marine equipment industrial park, focusing on high value-added clean energy equipment and smart marine ranch equipment [1] - The Binhai New Area Management Committee will provide support in terms of land use, port planning adjustments, and necessary approvals for the projects [1][2] Group 2: Strategic Advantages and Goals - The collaboration aims to leverage Guangdong Hydropower No. 2 Bureau's integrated advantages in clean energy investment and equipment manufacturing, utilizing Maoming's abundant clean energy resources for independent energy storage and other clean energy industries [1] - The agreement is expected to enhance the company's capabilities in marine high-end equipment manufacturing and expand its clean energy generation and construction business scale, ultimately improving operational performance and promoting sustainable development [2] Group 3: Project Implementation and Impact - The agreement serves as a guiding document for strategic cooperation, with specific cooperation matters to be formalized in future agreements [2] - The signing of the agreement is not expected to have a significant impact on the company's operating performance by 2025 [2]

Core Viewpoint - Guangdong Construction (002060) announced a cooperation framework agreement with the Maoming Binhai New Area Management Committee to collaborate on high-end marine equipment manufacturing, clean energy project investment and development, and infrastructure construction [1] Group 1 - The agreement was signed by Guangdong Construction's wholly-owned subsidiary, Guangdong Hydropower Second Bureau Group Co., Ltd [1] - The collaboration focuses on three main areas: marine high-end equipment manufacturing, clean energy projects, and infrastructure development [1]

格隆汇10月17日丨广东建工(002060.SZ)公布，全资子公司广东水电二局集团有限公司（简称"广东水电 二局"）与广东茂名滨海新区管理委员会（简称"滨海新区管委会"）在广东省茂名市签订《合作框架协 议书》，拟在海洋高端装备制造、清洁能源项目投资开发、基础设施建设方面开展合作。 ...

Core Points - Guangdong Construction announced a cooperation framework agreement with the Maoming Binhai New Area Management Committee, signed on October 17, 2025 [1] - The agreement encompasses areas such as marine high-end equipment manufacturing, clean energy project investment and development, and infrastructure construction [1] - Specific cooperation matters will be signed in separate agreements after fulfilling the company's decision-making procedures [1]

广东省建筑工程集团股份有限公司 关于全资子公司与广东茂名滨海新区管理 委员会签订合作框架协议的公告 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。 特别提示： 1.该协议为开发合作的框架性协议，自双方法定代表人（负 责人）或授权代表签字并加盖公章之日起生效，有效期两年；协 议为开展战略合作的指导性文件，所商定事项为今后战略合作的 意向文本，不构成追究违约责任的依据。具体合作事项将在履行 公司决策程序后另行签订合作协议，且根据法定程序予以确定和 落实。敬请广大投资者注意投资风险。 2.该协议的签订不会对公司 2025 年经营业绩产生重大影响。 3.公司最近三年披露的框架协议后续进展情况详见附件。 一、协议签订概况 2025 年 10 月 17 日，广东省建筑工程集团股份有限公司（以 下简称"公司"）的全资子公司广东水电二局集团有限公司（以 下简称"广东水电二局"）与广东茂名滨海新区管理委员会（以 下简称"滨海新区管委会"）在广东省茂名市签订《合作框架协 证券代码：002060 证券简称：广东建工 公告编号：临 2025-056 2.负责人：黄鹏。 3.成立日期： ...

Core Viewpoint - Guangdong Construction experienced a decline in stock price by 2.11% on October 17, 2023, with a current price of 3.72 CNY per share and a total market capitalization of 13.966 billion CNY [1] Financial Performance - For the first half of 2025, Guangdong Construction reported a revenue of 29.312 billion CNY, representing a year-on-year growth of 10.64%, while the net profit attributable to shareholders decreased by 23.44% to 350 million CNY [2] - The company has distributed a total of 2.184 billion CNY in dividends since its A-share listing, with 1.617 billion CNY distributed over the past three years [3] Stock Market Activity - As of October 17, 2023, the stock has increased by 5.68% year-to-date, but has seen a decline of 4.37% over the last five trading days [1] - The stock's trading volume on October 17 was 101 million CNY, with a turnover rate of 1.72% [1] Shareholder Information - As of September 30, 2023, the number of shareholders increased by 17.34% to 86,800, while the average number of circulating shares per person decreased by 14.77% to 17,997 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 27.5196 million shares, a decrease of 391,500 shares from the previous period [3]