浙江交科（002061.SZ）9月11日在投资者互动平台表示，目前，公司海外业务不涉及欧盟国家。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司目前承接的业务已遍布海外20个国家，请问是 否包括欧盟国家？ ...

格隆汇9月11日丨浙江交科(002061.SZ)在互动平台表示，目前，公司海外业务不涉及欧盟国家。 ...

Market Overview - On September 10, the infrastructure sector declined by 0.24% compared to the previous trading day, with *ST Yuan Cheng leading the decline [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Performers in Infrastructure Sector - Dongzhu Ecology (603359) closed at 9.22, up 10.02% with a trading volume of 17,600 lots and a transaction value of 16.21 million [1] - Chengbang Co., Ltd. (603316) closed at 10.02, up 9.99% with a trading volume of 158,500 lots and a transaction value of 156 million [1] - ST Lingnan (002717) closed at 1.60, up 5.26% with a trading volume of 1,375,000 lots and a transaction value of 206 million [1] Underperformers in Infrastructure Sector - *ST Yuan Cheng (603388) closed at 1.85, down 5.13% with a trading volume of 17,500 lots and a transaction value of 3.24 million [2] - Hongrun Construction (002062) closed at 9.05, down 3.52% with a trading volume of 786,900 lots and a transaction value of 712 million [2] - Pudong Construction (600284) closed at 8.65, down 2.70% with a trading volume of 310,700 lots and a transaction value of 27.4 million [2] Capital Flow Analysis - The infrastructure sector saw a net inflow of 99.53 million from main funds, while retail investors experienced a net outflow of 123 million [2][3] - The main funds showed significant net inflows in several stocks, including: - Huylv Ecology (001267) with a net inflow of 14.5 million [3] - Chengbang Co., Ltd. (603316) with a net inflow of 66.68 million [3] - Xinjiang Communications Construction (002941) with a net inflow of 53.23 million [3]

Financial Performance - In the first half of 2025, the company achieved operating revenue of 18.647 billion yuan, a year-on-year increase of 1.12% [1] - The construction business generated revenue of 16.678 billion yuan, a decrease of 3.21% year-on-year, while the highway maintenance business saw revenue of 1.758 billion yuan, an increase of 87.82% [1] - The net profit attributable to shareholders was 545 million yuan, up 6.43% year-on-year, with a non-recurring net profit of 529 million yuan, increasing by 6.19% [1] Profitability Metrics - The gross margin for the construction business was 9.15%, an increase of 1.04% year-on-year [1] - The gross margin for highway maintenance decreased due to rising costs despite stable pricing [1] Accounts Receivable - As of June 30, 2025, accounts receivable stood at 8.111 billion yuan, showing a decrease compared to the previous year [2] - The company is actively managing accounts receivable to accelerate cash flow and reduce capital occupation costs [2] Order Intake - In the first half of 2025, the company secured 567 new orders with a total value of 32.157 billion yuan, a decline compared to the same period in 2024 [2] - Recent major projects include the G2531 Hangzhou to Shangrao Expressway and other significant segments, indicating a positive order acquisition trend [2] Maintenance Business Development - The maintenance business includes traditional construction and maintenance, design consulting, and supply chain services, showing good growth in revenue and new orders [2] - Future plans involve expanding maintenance services across various regions and promoting green maintenance practices [2] Investment Projects - The company is engaged in various investment projects, including PPP and equity cooperation, with a focus on risk control [2] - Ongoing major PPP projects include the Hangjinqu Expressway and the Ningbo-Zhoushan Expressway [2] New Equipment and Materials - The company is developing new equipment and materials, with a focus on high-end manufacturing and smart solutions [3][4] - Recent revenue from Zhejiang Yitong Special Foundation Engineering Co., Ltd. was 188 million yuan, with a net profit of 13 million yuan [3] Dividend Policy - The company plans to distribute cash dividends of 1.25 yuan per 10 shares for the 2024 fiscal year, totaling 334 million yuan, which is 25.48% of the net profit [4] - Future dividend policies will consider shareholder feedback and company performance to enhance predictability and stability [4] Future Development Plans - The company is formulating its "14th Five-Year" development plan, focusing on five major business sectors to enhance overall development capabilities [4]

Group 1 - Huazhong Securities has been approved to issue subordinate corporate bonds with a total face value of no more than 10 billion yuan [1] - Jinbei Automotive plans to invest 240 million yuan to establish an automotive industry investment fund focusing on electrification, intelligence, and low carbon [1] - Linyang Energy is expected to win a bid for a 244 million yuan metering equipment project from Southern Power Grid [1][2] Group 2 - Renfu Pharmaceutical's subsidiary has received drug registration certificates for two products, including a medication for acute hypotension [3][4] - Nanjing Steel plans to distribute a cash dividend of 0.1186 yuan per share [5][6] - Pairui Co. has signed a strategic cooperation agreement with Xi'an Power Electronics Research Institute to develop power devices [7][8] Group 3 - Haixing Electric is expected to win a bid for a 214 million yuan metering equipment project from Southern Power Grid [9][10] - Kuangda Technology is planning a change in control, leading to a continued suspension of its stock [11][12] - Samsung Medical is expected to win a bid for a 274 million yuan metering equipment project from Southern Power Grid [13][14] Group 4 - Jiukang Bio has obtained a medical device registration certificate for a specific diagnostic kit [15][16] - Hechuan Technology's minority shareholder plans to transfer a 13% stake in a subsidiary [17][18] - DiAo Micro has launched a new eUSB2 repeater product for various electronic applications [19][20] Group 5 - David Medical's electric surgical table registration application has been accepted [21][22] - Hangxin Technology plans to apply for a total of 280 million yuan in bank credit [23][24] - Liyuan Technology's non-independent director has resigned [25][26] Group 6 - Ningbo Construction's subsidiary has won a construction project bid worth 729 million yuan [27][28] - Huaren Pharmaceutical's subsidiary has received approval for a raw material drug [29][30] - Suwen Electric plans to distribute a cash dividend of 1 yuan per 10 shares [31][32] Group 7 - Solar Energy has received 1.692 billion yuan in renewable energy subsidies [33][34] - Wangli Security has obtained a patent for a new lock structure [35][36] - Zhejiang Energy's vice chairman has resigned due to age reasons [37][38] Group 8 - Beilu Pharmaceutical's subsidiary has passed GMP certification in Brazil [39][40] - Zhejiang Communications has a subsidiary that is expected to win a highway project bid [41][42] - Xinzhi Group has received a government subsidy of 11.1978 million yuan [43][44] Group 9 - Dong'an Power's engine sales in August increased by 3.44% year-on-year [45][46] - Baiyun Mountain's subsidiary has passed the consistency evaluation for two generic drugs [47][48] - Yipin Hong's subsidiary has received a drug registration certificate for a specific injection [49][50] Group 10 - Far East Holdings' subsidiary has won multiple contracts totaling 1.689 billion yuan [51][52] - Good Housekeeping's shareholder plans to reduce holdings by up to 3.5 million shares [53][54] - Guanghong Technology's shareholders have set a transfer price of 23.33 yuan per share [55][56] Group 11 - Keli Sensor plans to acquire 45% of Huahong Technology's shares for 122 million yuan [57][58] - Jianmin Group's furosemide oral solution has been approved for market launch [59][60] - Jinghua Laser's directors plan to reduce their holdings by up to 143,420 shares [61][62] Group 12 - Zhuyue Group is planning a share transfer that will change its controlling shareholder [63][64] - Terid has pre-bid for two projects totaling approximately 698 million yuan [65][66] - Zhonghuan Hailu is planning a change in control, leading to a continued suspension of its stock and convertible bonds [67][68] Group 13 - Great Wall Motors reported August sales of 115,600 vehicles, a year-on-year increase of 22.33% [69][70] - Guizhou Tire's controlling shareholder has committed not to reduce holdings for 12 months [71][72] - San Da Membrane's shareholder plans to reduce holdings by up to 1% of the company's shares [73][74] Group 14 - Chint Electric has decided to terminate the spin-off of its subsidiary for listing [75][76] - Jusaylong's shareholder plans to reduce holdings by up to 1% of the company's shares [77][78]

Core Viewpoint - Zhejiang Transportation Technology Co., Ltd. has recently announced winning bids for multiple highway construction projects, which are expected to positively impact the company's performance and strengthen its market position in the Yangtze River Delta region [8][17]. Group 1: Project Overview - The company has received notification of winning bids for the Yi Long Qing Expressway and the G92 Hangzhou Bay Ring Expressway, with specific segments awarded to its subsidiaries [1][4]. - For the Yi Long Qing Expressway, the company won three segments with bid amounts of approximately RMB 1.43 billion, RMB 1.87 billion, and RMB 1.46 billion for segments TJ02, TJ04, and TJ07 respectively [3][4]. - The G92 Hangzhou Bay Ring Expressway project includes two segments with bid amounts of approximately RMB 3.92 billion for segment TJ01 and RMB 1.43 billion for segment TJ04 [6][7]. Group 2: Project Details - The project durations are set at 1,462 calendar days for segment TJ02 and 1,158 calendar days for segments TJ04 and TJ07 of the Yi Long Qing Expressway [2]. - The G92 Hangzhou Bay Ring Expressway has a project duration of 1,672 calendar days for segment TJ01 and 1,491 calendar days for segment TJ04 [5]. - Quality requirements for the projects include a minimum score of 95 for acceptance and a quality index of RQI≥95.5 for road surface quality [6][15]. Group 3: Impact on the Company - Winning these projects aligns with the company's strategic business layout and is expected to enhance its competitiveness and market share in the Yangtze River Delta region [8][17]. - Successful implementation of these projects is anticipated to have a positive effect on the company's financial performance [8][17].

Group 1 - Company Zhejiang Jiaokao announced on September 2 that its subsidiaries have been awarded several project bids, including sections of the Yilongqing Expressway and the G92 Hangzhou Bay Ring Expressway [1] - The specific winning bids include: for the Yilongqing Expressway, the TJ02 section by Zhejiang Jiaokao Road and Bridge Construction Co., the TJ04 section by Zhejiang Jiaokao Group Co., and the TJ07 section by Zhejiang Jiaokao Jinzhu Transportation Construction Co. [1] - For the G92 Hangzhou Bay Ring Expressway, the TJ01 section was awarded to a consortium led by China Railway 14th Bureau Group Co. and Zhejiang Jiaokao Group Co., while the TJ04 section was awarded to Zhejiang Jiaokao Road and Bridge Construction Co. [1] Group 2 - For the first half of 2025, Zhejiang Jiaokao's revenue composition was as follows: 89.44% from the infrastructure engineering sector, 9.43% from road maintenance, and 1.13% from other businesses [2]

Core Viewpoint - Zhejiang Jiaokao (002061.SZ) has received bid notification letters for several project segments related to the Yilongqing Expressway and the G92 Hangzhou Bay Ring Expressway [1] Group 1 - The company announced that it has won bids for the Yilongqing Expressway segment from Yiwu to Longquan (Jinhua section) [1] - The company also secured bids for the Ningbo Qijia Mountain to Zhoushan Jintang section of the G92 Hangzhou Bay Ring Expressway [1]

Core Viewpoint - Zhejiang Jiaokao (002061.SZ) announced that its subsidiaries have been selected as the first candidates for several segments of the G2531 Hangzhou to Shangrao Expressway project [1] Group 1: Project Involvement - The subsidiaries involved are Zhejiang Jiaogong Group Co., Ltd., Zhejiang Jiaogong Jinzhu Transportation Construction Co., Ltd., Zhejiang Jiaogong Road and Bridge Construction Co., Ltd., and Zhejiang Jiaogong Hongtu Transportation Construction Co., Ltd. [1] - The project is the G2531 Hangzhou to Shangrao Expressway (Hangzhou section) [1] Group 2: Bid Details - The segments for which the subsidiaries are the first candidates include TJ03, TJ05, TJ06, and TJ07 [1] - Proposed bid amounts are as follows: - Segment TJ03: 1.965 billion yuan - Segment TJ05: 1.718 billion yuan - Segment TJ06: 1.747 billion yuan - Segment TJ07: 1.748 billion yuan [1]

Core Viewpoint - Zhejiang Jiaokao (002061.SZ) announced that its subsidiaries have been selected as the first candidates for several segments of the G2531 Hangzhou to Shangrao Expressway project, indicating a strong position in the competitive bidding process [1] Group 1: Project Involvement - The subsidiaries involved include Zhejiang Jiaokong Group Co., Ltd., Zhejiang Jiaokong Jinzhu Transportation Construction Co., Ltd., Zhejiang Jiaokong Road and Bridge Construction Co., Ltd., and Zhejiang Jiaokong Hongtu Transportation Construction Co., Ltd. [1] - The project is specifically for the Hangzhou section of the G2531 Hangzhou to Shangrao Expressway (Hangzhou-Chun-Kai Expressway) [1] Group 2: Bid Details - The segments for which the subsidiaries are the first candidates include TJ03, TJ05, TJ06, and TJ07 [1] - Proposed bid amounts are as follows: - Segment TJ03: 1.965 billion yuan - Segment TJ05: 1.718 billion yuan - Segment TJ06: 1.747 billion yuan - Segment TJ07: 1.748 billion yuan [1]