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 - The company does not produce or sell ecological fertilizers, focusing instead on infrastructure engineering business [1] - The main business activities include investment, design, construction, maintenance, and consulting management of transportation infrastructure such as roads, bridges, tunnels, rail transit, ports, and underground projects [1]

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].

Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - The report indicates that the total investment in the industry is expected to stabilize, with a focus on advancing modern infrastructure systems without excessive preemption [1][3] - The National Development and Reform Commission (NDRC) has stated that all 102 major projects outlined in the "14th Five-Year Plan" are expected to be completed by the end of the year [11] - The report highlights that regional investments are likely to gain significant elasticity as national strategic layouts deepen [3] Industry Performance - The construction industry saw a weekly increase of 2.59%, outperforming major indices such as the Shanghai Composite Index (+1.09%) and the Shenzhen Component Index (+1.78%) [4][6] - The best-performing sub-industries for the week were Ecological Landscaping (+5.49%), International Engineering (+5.34%), and Design Consulting (+4.20%) [6][9] - Year-to-date, the top three sub-industries are Ecological Landscaping (+27.48%), Decorative Curtain Walls (+15.98%), and Design Consulting (+15.74%) [6][9] Key Company Developments - Anhui Construction won contracts for the S27 Hohhot to Ordos Expressway and G4212 Hefei to Anqing Expressway, totaling 8.085 billion yuan, which represents 8.38% of its 2024 revenue [13] - Zhejiang Communications won a contract for the G2531 Hangzhou to Shangrao Expressway, valued at 4.222 billion yuan, accounting for 8.84% of its 2024 revenue [13] - The report recommends low-valuation state-owned enterprises such as China Chemical, China Railway, and China Railway Construction, while also highlighting private companies like Zhite New Materials and Honglu Steel Structure [3][11]

Investment Rating - The industry rating is maintained as "Outperform the Market" [5] Core Insights - The construction sector has seen a significant increase in attention towards urban renewal, with undervalued large-cap stocks showing signs of stabilization. The sector's performance is driven by improved demand-side policy expectations and a shift away from excessive competition, benefiting both large and small-cap stocks. The report suggests focusing on high-growth segments such as urban renewal, coal chemical, nuclear power, and steel structures, while also considering the beta opportunities in large-cap stocks [1][13][14]. Summary by Sections Urban Renewal - Urban renewal is accelerating, with policies from the central government outlining goals and support measures. The focus includes the renovation of old residential areas, establishing safety management systems for buildings, and creating resilient and smart cities. The report identifies four key categories for investment: design and testing, construction and decoration, urban infrastructure renovation, and resilient/smart city initiatives, highlighting specific companies in each category [2][15][17]. Market Performance - The construction index rose by 2.77% in the week of July 7-11, outperforming the Shanghai and Shenzhen 300 index by 1.76 percentage points. Notable performers included Guosheng Technology (+42.98%), New City (+34.73%), and Beautiful Ecology (+34.46%) [4][21][26]. Investment Recommendations - The report emphasizes the cyclical opportunities arising from improved physical work volume in infrastructure. It suggests focusing on high-demand areas such as water conservancy, railways, and aviation, particularly in regions like Sichuan, Zhejiang, Anhui, and Jiangsu. Recommended companies include Sichuan Road and Bridge, Zhejiang Communications, and major state-owned enterprises like China Communications Construction and China Railway Construction [27][28]. Emerging Business Directions - The report highlights the growing demand for computing power driven by AI applications, recommending companies like Hainan Huatie for their transition into computing power leasing. It also notes the potential in cleanroom sectors due to the ongoing domestic replacement in the semiconductor industry, suggesting companies like Baicheng and Shenghui Integration [29][30]. Major Projects and Themes - The report identifies significant investment opportunities in major hydropower projects, deep-sea economy, and low-altitude economy, recommending companies involved in these sectors, such as China Power Construction and China Energy Engineering [32][30].

Group 1 - The controlling shareholder, Zhejiang Provincial Transportation Investment Group Co., Ltd., has initiated a share buyback plan for Zhejiang Transportation Science and Technology Co., Ltd. [1][2] - The buyback plan commenced on April 9, 2025, with a duration of six months, aiming to acquire between 1% and 2% of the total shares at a price not exceeding 8.77 RMB per share [1][2] - As of July 8, 2025, the controlling shareholder has purchased 31,389,143 shares, representing 1.175% of the total share capital of 2,670,551,430 shares, with a total investment of 121,154,892 RMB [2] Group 2 - The funding for the share buyback has been sourced from the controlling shareholder's own funds and a special loan for the buyback [2] - The controlling shareholder has committed to not reducing its stake in Zhejiang Transportation Science and Technology Co., Ltd. during the buyback period and will complete the plan within the specified timeframe [2][3]