证券日报网讯2月27日，浙江交科（002061）在互动平台回答投资者提问时表示，截至2026年2月13日收 盘，公司股东户数为44172户。 ...

经济观察网浙江交科（002061）近7个交易日股价呈现震荡下行态势，区间收盘价从4.09元降至4.06元， 累计跌幅1.46%，区间振幅2.18%，表现略弱于大盘。成交活跃度一般，区间成交额3.76亿元，日均换手 率约0.7%。技术面显示，股价近期在布林带中下轨区间运行，20日均线附近存在压力。融资交易方 面，2月10日融资买入639.84万元，融资余额2.69亿元，近20个交易日中有11天出现融资净买入。近期市 场对基建板块关注度较高，但浙江交科未披露重大新合约或政策直接事件。公司主营路桥工程施工， 2024年营收477.72亿元，净利润13.10亿元，基本面稳定。 以上内容基于公开资料整理，不构成投资建议。 ...

证券日报网讯2月4日，浙江交科（002061）在互动平台回答投资者提问时表示，截至2026年1月30日收 盘，公司股东户数为44861户。 ...

Market Overview - The infrastructure sector increased by 1.49% compared to the previous trading day, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Key Stocks Performance - Guosheng Technology (603778) closed at 14.71, up 10.02% with a trading volume of 892,800 shares [1] - Suwen Electric Power (300982) closed at 21.41, up 5.36% with a trading volume of 64,700 shares [1] - China Nuclear Engineering (601611) closed at 15.88, up 3.59% with a trading volume of 604,100 shares [1] - Other notable stocks include Palm Holdings (002431) up 3.15% and Beixin Road and Bridge (002307) up 3.09% [1] Capital Flow Analysis - The infrastructure sector saw a net inflow of 190 million yuan from institutional investors, while retail investors experienced a net outflow of 38.83 million yuan [2] - Major stocks like China Railway (601390) had a net inflow of 138 million yuan from institutional investors [3] - Guosheng Technology (603778) had a net inflow of 87.57 million yuan from institutional investors, but a net outflow of 69.54 million yuan from retail investors [3] Trading Volume and Value - The trading volume for Guosheng Technology reached 12.85 billion yuan, indicating strong investor interest [1] - The total trading value for the infrastructure sector was significant, with China Electric Power (601669) recording a trading value of 1.1 billion yuan [2]

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering sector [11] Core Insights - In the inflation cycle, the prices of commodities such as copper and gold are rising, benefiting construction state-owned enterprises with quality mining rights, while the chemical industry is also expected to show profit resilience due to price elasticity [2][10] Summary by Relevant Sections Resource Sector - China Railway has invested in five modern mines, producing significant quantities of copper, cobalt, molybdenum, lead, zinc, and silver, with a revenue increase of 8.04% year-on-year in resource utilization business [6] - China Power Construction holds a 25.28% stake in Huagang Mining, with copper and cobalt production figures reported for 2025 [7] - Shanghai Construction's mining operations include a significant gold mine in Eritrea, contributing to substantial revenue from gold sales [8] - Sichuan Road and Bridge has developed a resource reserve system focusing on various minerals, with significant overseas projects [9] Chemical Industry - China Chemical has a broad chemical industrial layout, including significant production capacities for various chemicals and advancements in technology for epoxy propylene production [10] - The company has also made progress in potassium and phosphate mining, with substantial production and sales figures reported for 2025 [10] Market Performance - The construction sector's performance has varied, with specific sub-sectors showing positive growth rates year-to-date, such as chemical engineering and steel structure [20][21]

Core Insights - Zhejiang Jiaokao (002061.SZ) reported a total contract amount of 254.557 billion yuan for ongoing projects as of the end of Q4 2025, with confirmed revenue of 106.024 billion yuan and remaining uncompleted amount of 148.533 billion yuan [1] - The company secured 220 new signed projects in Q4 2025, amounting to 7.496 billion yuan, and a total of 1,014 new signed projects for the year, totaling 68.678 billion yuan [1] - The company has a strong regional advantage and brand influence, operating in 20 countries overseas and undertaking projects in over 30 provinces in China, showcasing robust engineering capabilities and market competitiveness [2] Project Progress and Financial Performance - Key projects are progressing well, with timely payments and stable performance from counterparties, including the completion of the Rui Cang Expressway and significant progress on the Yongjin Expressway expansion [2] - The company’s maintenance business has shown good growth in revenue and new orders, focusing on county-level maintenance and expanding local markets through partnerships [3] - The company plans to enhance its core business through mergers and acquisitions related to upstream and downstream industries, aiming to strengthen its industrial chain and explore new profit growth points [3] Industry Context and Future Outlook - The Zhejiang Provincial Transportation Work Conference outlined ambitious infrastructure goals for the "14th Five-Year Plan," with a focus on modernizing transportation networks and investing 350 billion yuan in comprehensive transportation projects [4] - Long-term investment strategies emphasize the importance of infrastructure investment, particularly in economically significant provinces, highlighting Zhejiang Jiaokao as a potential investment opportunity due to its low valuation and high dividend yield [4] - The company has established a three-year dividend plan, with a cash dividend of 1.25 yuan per 10 shares for 2024, representing 25.48% of the consolidated net profit attributable to shareholders [4]

Group 1: Core Insights - Zhejiang Transportation Technology Co., Ltd. reported its fourth quarter construction operations for 2025, ensuring the accuracy and completeness of the disclosed information [1] - The total contract amount for ongoing projects as of the reporting period is 254.557 billion, with cumulative recognized revenue of 106.024 billion and remaining uncompleted amount of 148.533 billion [1] Group 2: Investment Projects - The Fuchun River Yangzhou Block New Urbanization Construction Project has a static estimated total investment of 4.793 billion, including engineering costs of 1.670 billion and other construction costs of 3.031 billion [2] - The project has an 8-year cooperation period, with a 6-year construction phase, and the registered capital of the project company is 100 million, with Zhejiang Jiaogong and Jiaogong Underground contributing approximately 20% [2] Group 3: Important Project Performance - The Zhongshan Min Gu Road Phase I Project has a contract amount of 2.01249 billion, with Zhejiang Jiaogong's contract amount at 1.95844 billion and a construction progress of 69.37% [3] - The new railway headmen port branch line phase II project has a contract amount of 3.2121399 billion, with Zhejiang Jiaogong's contract amount at 1.43821 billion and a construction progress of 72.93% [3] - The 351 Dongyang Mazhai to Jiangbei section project has a contract amount of 4.7027927 billion, with Zhejiang Jiaogong's contract amount at 2.70860 billion and a construction progress of 15.99% [3] - The Ronghu Science and Technology Industrial Park cooperation development project has a contract amount of 6.523815 billion, with Zhejiang Jiaogong's contract amount at 3.972815 billion and a construction progress of 4.71% [3]

证券代码：002061 证券简称：浙江交科 公告编号：2026-002 浙江交通科技股份有限公司 2025年第四季度建筑业经营情况简报 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》等相关规定，浙江交通科技股份有限公司现将子 公司浙江交工集团股份有限公司（以下简称"浙江交工"）2025 年第四季度建筑 业经营情况简报如下： 一、订单情况 1.项目概况 的关联交易公告》。截至本公告日，本项目投资协议、股东协议已签署，施工协 议尚未签署。 | 序号 | 项目名称 | 合同金额 | 业务模式 | 工期 | 履约情况 | | --- | --- | --- | --- | --- | --- | | | | （万元） | | | | | | 瑞苍高速公路（龙 | | | | 正在履行，合同已签，已完成 项目施工的 100.00%，不存在 | | 1 | 丽温至甬台温复 | 226,814.50 | 施工总承包 | 个月 30 | 未按合同约定及时结算与回 | | | ...

Group 1 - The core point of the article is that Zhejiang Jiaokao (002061) reported a total of 44,647 shareholders as of January 20, 2026 [1]

浙江交工于2025年10月收到交易商协会出具的《接受注册通知书》（中市协 注﹝2025﹞MTN947号），同意接受浙江交工中期票据注册金额为10亿元，注册 额度自通知书落款之日起2年内有效，由浙商银行股份有限公司、中国工商银行 股份有限公司、招商银行股份有限公司、中信银行股份有限公司和中国建设银行 股份有限公司联席主承销。 | | 发行要素 | | | | --- | --- | --- | --- | | 债券名称 | 浙江交工集团股份有限公司 2026 年度第一期中期票据 | 债券简称 | 浙江交工 26 MTN001 | | 债券代码 | 102680288 | 期限 | 3 年 | | 起息日 | 2026 年 01 月 23 日 | 兑付日 | 2029 年 01 月 23 日 | | 计划发行总额 | | 实际发行总额 | | | （万元） | 50,000 | （万元） | 50,000 | 近日，浙江交工完成了2026年度第一期中期票据的发行，现将发行情况公告 如下： — 1 — 证券代码：002061 证券简称：浙江交科 公告编号：2026-001 浙江交通科技股份有限公司 关于子公司浙江交 ...