Core Insights - The report emphasizes the acceleration of bidding for nuclear fusion projects and the operational launch of the Liebherr Nantong base, focusing on nuclear power and marine engineering modules [6][15][28] - The report highlights the structural recovery of infrastructure investment, particularly in Sichuan and Xinjiang, and recommends investments in low-valuation central state-owned enterprises [6][34] - The report tracks the development of cleanroom technology and the increasing capital expenditure of Taiwanese electronics companies in the U.S., indicating a trend of the Taiwanese supply chain moving to the U.S. [6][34] Group 1: Nuclear Fusion and Power Projects - The signing of a joint statement between China and France on December 4, 2025, promotes the development of nuclear power, recognizing nuclear fusion energy as a significant direction for future energy development [6][15] - The Liebherr Nantong base is expected to achieve an annual output value of CNY 560 million for nuclear modules and CNY 640 million for oil and gas energy modules, addressing the decline in traditional chemical business demand [6][28] - The report notes that the modular construction method in nuclear power can significantly shorten construction periods, with the Liebherr Nantong base now operational [6][28] Group 2: Cleanroom and Coal Chemical Industry - The report tracks the cleanroom sector, noting that TSMC plans to invest USD 165 billion in capital expenditures in the U.S., with Foxconn and Wistron also planning significant investments [6][34] - In the coal chemical sector, projects are progressing steadily, with Xinjiang remaining a primary investment area, including a 1.5 million tons/year coal-to-ethylene project [6][34] - The average price of medium and heavy plates in 13 regions decreased by 0.9%, while rebar prices fell by 1.0%, indicating a slight decline in steel prices [6][34] Group 3: Financial Tracking and Investment Recommendations - The report indicates that special bonds issued for refinancing have reached CNY 2.01 trillion, with a cumulative issuance of CNY 4.5 trillion in special bonds for the year, reflecting a 13.8% year-on-year increase [6][34] - The report recommends focusing on four main investment lines: infrastructure recovery, safety resources, technology in high-end manufacturing, and overseas business opportunities [6][34] - The funding availability rate for construction sites is reported at 59.74%, showing a slight increase from the previous week [6][34]

证券日报网讯 12月12日，浙江交科（002061）在互动平台回答投资者提问时表示，根据中国证券登记 结算有限责任公司下发的含信用账户合并名册，截至2025年12月10日收盘，公司股东户数为45893户。 ...

12月9日，中国上市公司协会发布了"2025上市公司董事会秘书履职评价"结果，浙江交科财务负责人兼 董事会秘书赵军伟凭借卓越的履职表现，成功斩获"5A"最高评级。 本次评价旨在提升董秘履职能力和职业素养，推动公司治理水平整体跃升。评价指标涵盖了规范操作、 信息披露、内部控制、投资者关系管理、社会责任等十大标准，67项指标。此次共有1571位上市公司董 秘入围，仅282位脱颖而出荣获5A，占同期在任董秘总数的5.10%。 自重组上市以来，浙江交科在控股股东浙江交通集团的大力支持下，始终以规范运作为根基：持续完善 公司治理体系，以高标准筑牢合规防线；不断提升信息披露质量，主动传递公司发展战略与经营亮点； 创新投资者关系管理，塑造开放透明的资本市场形象；深化ESG治理理念，夯实可持续发展根基，彰显 社会责任担当。 此外，近期浙江交科亦荣获中国上市公司协会评选的"2025上市公司董事会最佳实践案例"、"2025年上 市公司董事会办公室最佳实践"、"2025年上市公司可持续发展优秀实践案例"奖项。 良好的公司治理是推动国有企业做强做优做大的基础性、战略性、中心性任务。浙江交科充分发挥董事 会在公司治理中的核心作用，完善 ...

（文章来源：证券日报） 证券日报网讯 12月8日，浙江交科在互动平台回答投资者提问时表示，截至2025年11月28日收盘，公司 股东户数为46024户。 ...

证券之星消息，12月8日浙江国企改革板块较上一交易日上涨0.93%，浙江仙通领涨。当日上证指数报收 于3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。浙江国企改革板块个股涨跌见下表： 从资金流向上来看，当日浙江国企改革板块主力资金净流入4065.98万元，游资资金净流出9895.11万元， 散户资金净流入5829.13万元。浙江国企改革板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600160 巨化股份 | | -5088.66万 | 4.85% | -6584.07万 | -6.27% | 1495.41万 | 1.42% | | 002686 | 亿利达 | 4427.07万 | 8.33% | -1643.91万 | -3.09% | -2783.16万 | -5.23% | | 002430 杭氧股份 | | 3964.78万 | 6.19% | -2 ...

Group 1 - The company Zhejiang Jiaokao (002061) reported that as of November 20, 2025, the number of shareholders is 46,296 [1]

Core Viewpoint - Zhejiang Jiaokao is actively planning its "14th Five-Year" development strategy, focusing on five major business segments to become a leading enterprise in new infrastructure [1] Group 1: Business Development - The company aims to optimize its business structure and enhance its capabilities in transportation infrastructure, urban construction, comprehensive maintenance, transportation manufacturing, and related industries [1] - As of September 2025, Zhejiang Jiaokao secured 801 new orders totaling 66.569 billion, a year-on-year increase of 20.20%, driven by expanded market efforts both domestically and internationally [1] - Key projects include significant highway contracts, indicating a strong order acquisition trend [1] Group 2: Maintenance Business - The company has developed strong professional and scale advantages in county-level maintenance, leading to good growth in maintenance business revenue and new orders [2] - For the first three quarters of 2025, Zhejiang Jiaokao reported a revenue of 31.418 billion, a year-on-year increase of 2.50%, maintaining a steady growth trend [2] - The net cash flow from operating activities improved significantly to -0.791 billion, attributed to advance payments from new projects and enhanced project fund management [2] Group 3: Future Development Strategy - The company plans to expand its industrial chain through mergers and acquisitions, focusing on three dimensions: enhancing the industrial chain, breaking through regional market limitations, and entering new infrastructure and technology sectors [2] - The core logic for mergers and acquisitions includes expanding qualifications, regional expansion, and strengthening the supply chain [2] Group 4: Industry Outlook - In 2024, Zhejiang's total transportation investment is expected to reach 409.3 billion, a year-on-year increase of 9.6%, with significant contributions from road and waterway investments [3] - The company is well-positioned to benefit from provincial infrastructure orders and is actively pursuing maintenance business to contribute additional profits [3]

Key Highlights - Company announcements include stock suspensions, project investments, and share buybacks [1][2] - Notable projects and contracts awarded to various companies [1] - Shareholding changes and planned reductions by major stakeholders [2] Group 1: Stock Suspensions and Regulatory Issues - 合富中国 (China Resources) will suspend trading for regulatory review [1] - 东百集团 (Dongbai Group) lacks duty-free operating qualifications and does not engage in duty-free goods business [1] Group 2: Project Investments - 璞泰来 (Putailai) plans to invest 2.5 billion yuan in a second phase of a film coating integration project [1] Group 3: Contracts and Awards - 浙江交科 (Zhejiang Jiaoke) is set to win an 1.836 billion yuan project [1] - 青龙管业 (Qinglong Pipe Industry) is pre-selected for the water supply project in 彭阳县 (Pengyang County) [1] Group 4: Share Transfers - 宏辉果蔬 (Honghui Fruits and Vegetables) intends to sell 100% equity in 福建宏辉 (Fujian Honghui) and 烟台宏辉 (Yantai Honghui) [1] - 电投能源 (Electric Investment Energy) plans to acquire 100% equity in 白音华煤电 (Baiyin Hua Coal Power) [1] - 漳州发展 (Zhangzhou Development) aims to acquire 30% equity in 信产集团 (Xinchang Group) [1] Group 5: Share Buybacks - 长春高新 (Changchun High-tech) has repurchased 0.95% of its shares, with the buyback period now concluded [1] Group 6: Shareholding Changes - 多名股东 of 滨江集团 (Binjiang Group) plan to reduce their holdings by up to 2.88% [2] - 康龙化成 (Kanglong Chemical) stakeholders intend to reduce their holdings by no more than 1.5% [2] Group 7: Other Financial Activities - 莱特光电 (Lite Optoelectronics) plans to issue convertible bonds to raise no more than 766 million yuan for digital upgrades of its production facilities [2] - 正丹股份 (Zhengdan Co.) has completed the acceptance of a project for 15,000 tons/year of high-performance specialty resin monomer series products [2]

Group 1 - Zhejiang Jiaokao (002061.SZ) announced that its subsidiary, Zhejiang Jiaogong Hongtu Transportation Construction Co., Ltd., participated in the bidding for the Yilongqing Expressway Yiwu to Longquan section (Jinhua section) TJ03 bid (re-tendering) [1] - The bidding results have been publicly announced, with Zhejiang Jiaogong Hongtu Transportation Construction Co., Ltd. being the first candidate for the bid [1] - The proposed winning bid amount is RMB 1,836,468,868.00, which is approximately 1.84 billion yuan [1]

浙江交通科技股份有限公司 关于拟中标项目的提示性公告 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。 证券代码：002061 证券简称：浙江交科 公告编号：2025-095 5.拟中标候选人：浙江交工宏途交通建设有限公司。 6.拟中标价：人民币 1,836,468,868.00 元。 7.项目工期：1,462 日历天。 — 1 — 8.公示时间：2025 年 11 月 13 日至 2025 年 11 月 17 日。 浙江交通科技股份有限公司（以下简称"公司"）下属公司浙江交工宏途交 通建设有限公司参与义龙庆高速公路义乌至龙泉段（金华段）TJ03 标段（重新 招标）投标。近日，招标人公示了评标结果，浙江交工宏途交通建设有限公司为 第一中标候选人，具体情况如下： 一、拟中标项目概况 1.拟中标工程概况：本项目路线起点位于义乌市城区东南 G1512 甬金高速徐 村互通处，设徐村复合式枢纽与其交叉，起点桩号 K0+000。途经义乌市江东街 道、佛堂镇、赤岸镇，东阳市画水镇，永康市唐先镇、象珠镇、西城街道、花街 镇，武义县白洋街道、泉溪镇、熟溪街道、大田乡、王宅镇、俞源 ...