②一品红：全资子公司广州一品药获得复方聚乙二醇电解质散（Ⅲ）注册证书，具备了在国内市场销售 该规格药品的资格。 ③浙江交科披露二季度建筑业经营情况简报：子公司浙江交工二季度建筑业新中标且签约项目207个， 金额47.83亿元；上半年累计新中标且签约项目539个，金额213.55亿元。 ④伟隆股份：距离"伟隆转债"停止转股并赎回仅剩最后半个交易日，7月31日收市后，未转股的"伟隆转 债"将停止转股，剩余可转债将按照100.485元/张的价格被强制赎回。若被强制赎回，投资者可能面临损 失。 转自：证券时报 人民财讯7月31日电，①胜蓝股份：向不特定对象发行可转债获中国证监会同意注册批复。 ...

截至报告期末在建项目的合同总额为2240.87亿元，其中累计已确认收入总金额为908.73亿元，剩余未完 工总金额为1332.14亿元。 浙江交科（002061）(002061.SZ)发布公告，子公司浙江交工2025年第二季度新中标且签约项目207个， 金额47.83亿元;新中标未签约项目26个，金额87.99亿元;本年累计新中标且签约项目539个，金额213.55 亿元;累计新中标未签约项目28个，金额108.02亿元;截至报告期末历年累计已签约未完工项目947个，金 额1332.14亿元。 ...

截至报告期末在建项目的合同总额为2,240.87亿元，其中累计已确认收入总金额为908.73亿元，剩余未 完工总金额为1,332.14亿元。 格隆汇7月31日丨浙江交科（维权）(002061.SZ)公布2025年第二季度建筑业经营情况简报，第二季度新 中标且签约项目金额47.83亿元，第二季度新中标未签约项目金额87.99亿元。 ...

浙江交科（002061）公告，子公司浙江交工2025年第二季度新中标且签约项目207个，金额47.83亿元； 新中标未签约项目26个，金额87.99亿元。本年累计新中标且签约项目539个，金额213.55亿元；累计新 中标未签约项目28个，金额108.02亿元。截至报告期末历年累计已签约未完工项目947个，金额1332.14 亿元，在建项目合同总额2240.87亿元，其中累计已确认收入908.73亿元，剩余未完工1332.14亿元。 ...

证券代码：002061 证券简称：浙江交科 公告编号：2025-065 浙江交通科技股份有限公司 2025年第二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 年第二季度建筑 业经营情况简报如下： 一、订单情况 1.项目概况 | 第二季度 | | 第二季度 | | 本年累计新中标且 | | 本年累计新中标未 | | 截至报告期末历年累 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 新中标且签约项目 | | 新中标未签约项目 | | 签约项目 | | 签约项目 | | 计已签约未完工项目 | | | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | | （个） | （亿元） | （个） | （亿元） ...

Group 1 - Zhejiang Jiaokao (002061) announced significant project wins, with total contract value reaching 11.713 billion yuan [1] - The company, through its subsidiaries, won bids for multiple major engineering projects, including the reconstruction of the G638 National Road and sections of the Hangzhou to Shangrao Expressway, with individual contract values of 1.897 billion yuan, 1.506 billion yuan, 1.102 billion yuan, and 1.614 billion yuan respectively [1] - The successful bids are expected to enhance the company's market competitiveness and share, particularly in the Yangtze River Delta region [2] Group 2 - Zhejiang Jiaokao plans to utilize existing resources to ensure the smooth execution of these projects without compromising business independence or creating dependency on specific clients [2] - The company anticipates a positive impact on future operating performance from these projects, establishing a solid foundation for future development [2] - The Zhejiang Provincial Transportation Work Conference set a target of completing 350 billion to 360 billion yuan in comprehensive transportation investments by 2025, with a focus on key highway and rural road projects [2][3] Group 3 - Zhejiang Transportation Group, the controlling shareholder of Zhejiang Jiaokao, is responsible for the financing, construction, operation, and management of major transportation infrastructure projects in the province [3] - The group plans to complete over 73.9 billion yuan in transportation investments by 2025, focusing on various key projects including the Wenzhou-Fuzhou Railway and the Hangzhou to Shangrao Expressway [3] - Zhejiang Jiaokao is actively planning its "14th Five-Year" development strategy, aiming to optimize its business structure across five major sectors: transportation infrastructure, urban construction, comprehensive maintenance, transportation manufacturing, and related industries [3]

Group 1: Company Announcements - Guangshen Railway signed a cooperation agreement for the Guangzhou East Station renovation project with a total investment of approximately 16.66 billion yuan, including a reconstruction compensation investment of about 2.228 billion yuan [1] - Fushun Special Steel announced that Ningbo Meishan Bonded Port Area Jincheng Shazhou intends to make a partial tender offer to acquire 5% of the company's shares at a price of 5.6 yuan per share [2] - China Duty Free Group reported a net profit of 2.6 billion yuan for the first half of 2025, a year-on-year decrease of 20.81%, with total operating revenue of 28.151 billion yuan, down 9.96% [3] - Gaozheng Mining announced that its controlling shareholder, Cangjian Group, reduced its shareholding by 2.76 million shares, bringing its stake down to 57.6% [4] - Sanfeng Intelligent reported that its director Chen Wei is under investigation, but the company's operations remain normal [5] - Guangsheng Group's innovative hepatitis B treatment drug GST-HG141 has successfully enrolled its first participant in a Phase III clinical trial [6] - Western Gold announced plans to acquire 100% of Xinjiang Meisheng for 1.655 billion yuan, with a premium of 1421.66% over the book value [7] - Huqin Technology announced that shareholders holding more than 5% plan to reduce their holdings by up to 4% of the company's shares [8] - Dongshan Precision's subsidiary plans to invest up to 1 billion USD in a high-end printed circuit board project [10] - Yitian Intelligent plans to jointly invest in a private equity fund focusing on artificial intelligence and computing power, with a total subscription amount of 2 billion yuan [11] - *ST Wanfang is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [12] - Ruibeka and its controlling shareholder are also under investigation by the CSRC for similar reasons [13] - BioShares' subsidiary received clinical trial approval for a cat infectious peritonitis mRNA vaccine [14] - Ruipu Bio received the first clinical trial approval for an mRNA vaccine for economic animals in China [15] - Shengke Communication announced that a major fund plans to reduce its holdings by up to 3% of the company's shares [16] - ShenKai Co. announced a capital increase of 15 million yuan in Shandong Future Robotics, a deep-sea operation robot company [18] - Shouchuang Securities plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength [19] Group 2: Financial Performance - Western Mining reported a net profit of 1.869 billion yuan for the first half of the year, a year-on-year increase of 15% [20] - Digital Certification expects a loss of 80 million to 96 million yuan for the first half of the year [21] Group 3: Major Contracts and Share Buybacks - China Communications Construction Company signed new contracts worth 991.054 billion yuan in the first half of the year, a year-on-year increase of 3.14% [22] - Zhejiang Communications Technology's subsidiary won two projects totaling over 3.4 billion yuan [23] - Feilong Co. received a notification from SAIC Motor for a designated sales agreement, expecting sales revenue of over 400 million yuan during its lifecycle [24] - Liuyuan Group plans to repurchase shares worth 100 million to 200 million yuan [25] - Meikailong's shareholders plan to reduce their holdings by no more than 3.0011% of the company's shares [26]

证券代码：002061 证券简称：浙江交科 公告编号：2025-063 浙江交通科技股份有限公司 关于项目中标的公告 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。 一、中标项目概况 （一）638 国道景宁红星至庆元县界段改建工程设计施工总承包 1.项目名称：638 国道景宁红星至庆元县界段改建工程设计施工总承包。 2.项目工期：总工期 42 个月（其中：设计工期 6 个月，施工工期 36 个月）。 3.中标价：人民币 1,897,066,666.00 元（其中：勘察设计清单为 12,280,000.00 元，两阶段初步设计工程量清单为 1,884,786,666.00 元）。 4.招标单位：景宁畲族自治县交通发展投资有限公司。 5.中标单位：浙江交工集团股份有限公司（联合体牵头人）、浙江省建投交 通基础建设集团有限公司（联合体成员一）、中国公路工程咨询集团有限公司（联 合体成员二）。 — 1 — 浙江交通科技股份有限公司（以下简称"公司"）于 2025 年 06 月 21 日在 《证券时报》《证券日报》《上海证券报》及巨潮资讯网 （http://www.cn ...

证券代码：002061 股票简称：浙江交科 公告编号：2025-064 浙江交通科技股份有限公司 关于下属公司签署中标项目合同的公告 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。 一、中标项目合同签署概况 浙江交通科技股份有限公司（以下简称"公司"）于 2025 年 03 月 29 日、 04 月 09 日在《证券时报》《证券日报》《上海证券报》及巨潮资讯网 （http://www.cninfo.com.cn/new/index）上分别披露了《关于拟中标项目的提示性 公告》（公告编号：2025-027）以及《关于项目中标的公告》（公告编号：2025- 030），下属公司浙江交工路桥建设有限公司、浙江交工宏途交通建设有限公司、 浙江交工集团股份有限公司（以下统称"下属公司"）分别中标甬金衢上高速公 路金华婺城至浙赣界土建第 TJ02、TJ03、TJ05 标段。 公司于 2025 年 06 月 21 日、07 月 26 日在《证券时报》《证券日报》《上 海证券报》及巨潮资讯网（http://www.cninfo.com.cn/new/index）上分别披露了《关 ...

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering industry [10]. Core Insights - The Central Urban Work Conference held on July 14-15 emphasized the transition of urbanization in China from a rapid growth phase to a stable development phase, focusing on quality urban renewal rather than large-scale expansion [8][13]. - The conference outlined key tasks for urban development, including optimizing modern urban systems, building innovative cities, and enhancing livability and sustainability [13]. - The report highlights the historical significance of this conference, marking a shift towards high-quality urban development, contrasting with previous meetings that focused on rapid expansion and basic infrastructure [13]. - Future funding for urban renewal is expected to come from various sources, including special central budget investments and local government bonds, indicating potential for increased capital inflow into the sector [13]. - The report suggests that the construction sector should focus on leading companies and the entire design-construction-operation chain, particularly in urban renewal projects [13]. Summary by Sections Event Description - The Central Urban Work Conference took place in Beijing, with significant speeches from top leaders, indicating a strategic shift in urbanization policy [8][9]. Market Performance - The report includes a market performance comparison over the past 12 months, showing a relative performance of the construction and engineering sector against the CSI 300 index [11]. Related Research - The report references several related studies that discuss urban renewal and the construction industry's response to current challenges [12].