浙江交科（002061）公告，公司下属浙江交工路桥建设（600263）有限公司、浙江交工宏途交通建设有 限公司及浙江交工集团股份有限公司分别成为甬金衢上高速公路金华婺城至浙赣界土建第TJ2、TJ3、 TJ5标段的第一中标候选人。三标段中标价分别为15.11亿元、18.26亿元和22.57亿元，总金额达56亿。 项目工期均为1277天，工程质量要求交工验收合格及竣工验收优良。公司表示中标项目符合主营业务战 略布局，有望提升市场竞争力及业绩。 ...

证券代码：002061 证券简称：浙江交科 公告编号：2025-030 浙江交通科技股份有限公司 5. 中标单位：浙江交工路桥建设有限公司。 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。 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）上披露了《关于拟中标项目的提示性公告》， 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"）分别为甬金衢上高速公路金华婺 城至浙赣界土建第 TJ02、TJ03、TJ05 标段第一中标候选人。近日，公司收到下 属公司发来的项目中标通知书，现将主要内容公告如下： 一、中标项目概况 (一)甬金衢上高速公路金华婺城至浙赣界土建第 TJ02 标段 1. 项目名称：甬金衢上高速公路金华婺城至浙赣界土建第 TJ02 标段。 2. 项目工期：1,277 天。 3. 中标价：人民币 1,510,965,2 ...

Group 1 - Zhejiang Jiaokao (002061.SZ) announced that its controlling shareholder, Zhejiang Transportation Group, plans to increase its stake in the company by no less than 1% and no more than 2% of the total share capital within the next six months [1] - The maximum purchase price set by Zhejiang Transportation Group is 8.77 RMB per share, and as of the announcement date, it holds 1,100,709,366 shares, accounting for 41.22% of the total share capital [1] - This share buyback plan is viewed as a vote of confidence in Zhejiang Jiaokao's future development prospects and signals to investors that the company's fundamentals are solid with good growth potential [1] Group 2 - Zhejiang Transportation Group, the largest state-owned enterprise in Zhejiang Province, has five A-share listed companies and one H-share listed company, and it is committed to maintaining market stability and promoting high-quality development of its listed companies [2] - The Zhejiang Provincial State-owned Assets Supervision and Administration Commission emphasizes support for state-owned enterprises to actively engage in stock buybacks and increase shareholdings to protect shareholder rights [2] - Zhejiang Jiaokao is responding to national policies by enhancing its role in technological innovation and integrating industry, finance, and talent to transition towards a high-end, intelligent, and green development model [2]

2.本次增持计划可能存在因资本市场情况发生变化或目前尚无法预判的其 他风险因素导致增持计划的实施无法达到预期的风险。 浙江交通科技股份有限公司（以下简称"公司"或"浙江交科"）于 2025 年 4 月 8 日收到控股股东浙江省交通投资集团有限公司（以下简称"浙江交通集 团"或"增持主体"）的《关于增持上市公司浙江交科股票的函》，现将主要情 况公告如下： 证券代码：002061 证券简称：浙江交科 公告编号：2025-031 浙江交通科技股份有限公司 关于控股股东增持公司股份计划的公告 公司控股股东浙江省交通投资集团有限公司保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1.浙江省交通投资集团有限公司拟自本公告披露之日起 6 个月内通过集中竞 价交易、大宗交易等方式增持公司股份，拟增持价格不高于 8.77 元/股，拟增持 股份数量不低于公司总股本 1%，不高于公司总股本的 2%。 一、计划增持主体的基本情况 1.增持主体：浙江省交通投资集团有限公司。 2.本次增持前浙江交通集团持有公司股份 1,1 ...

浙江交科（002061）公告，公司控股股东浙江交通集团拟在6个月内通过集中竞价交易、大宗交易等方 式增持公司股份，拟增持价格不高于8.77元/股，拟增持股份数量不低于公司总股本1%，不高于公司总 股本的2%。增持前浙江交通集团持有公司股份11.01亿股，占公司总股本的41.22%。 ...

Investment Rating - Industry rating is maintained at "Outperform the Market" [6] Core Viewpoints - The announcement of "reciprocal tariffs" by Trump has exceeded expectations, reinforcing the logic of domestic demand recovery. The focus is on infrastructure and key strategic industries like coal chemical investments, which are expected to receive policy support [2][21] - The construction index rose by 0.13% this week, outperforming the Shanghai and Shenzhen 300 index by 0.57 percentage points, with significant gains in small and mid-cap transformation stocks [1][31] - The first quarter of 2025 saw a significant increase in local government bond issuance, indicating potential for local investment release despite external demand pressures [4][21] Summary by Sections Section 1: Tariff Impact and Domestic Demand - Trump's new tariffs, including a 10% baseline tariff and higher rates for major trade deficit countries, are expected to suppress overseas and manufacturing investments while boosting domestic demand [2][14] - The previous trade friction period saw a decline in manufacturing and infrastructure investments, with real estate becoming a key contributor to economic stability [3][21] Section 2: Market Performance - The construction index's performance this week was driven by sectors such as professional engineering and building design, with notable stock gains from companies like Shanshui Bide and Zhongyan Dadi [1][31] Section 3: Investment Recommendations - Focus on infrastructure-related stocks, particularly in high-growth regions like Tibet and Xinjiang, and sectors benefiting from domestic demand recovery [21][28] - Coal chemical projects are expected to see significant investment, with recommendations for companies like Sanwei Chemical and China Chemical [28] - Companies with production layouts in North America or Mexico are likely to benefit, with recommendations including China Jushi and Puyang Refractories [28] Section 4: Fiscal Policy and Investment Opportunities - The first quarter of 2025 saw local government bond issuance reach approximately 2.84 trillion yuan, a year-on-year increase of about 80%, indicating a strong fiscal push for infrastructure investment [4][21] - The report emphasizes the importance of structural and regional characteristics in infrastructure investment, particularly in water conservancy and transportation sectors [38]

Core Viewpoint - The announcement details a passive dilution of the controlling shareholder's stake in Zhejiang Transportation Technology Co., Ltd. due to the completion of the 2024 restricted stock incentive plan, which increased the total share capital of the company [1]. Group 1: Shareholder Changes - The controlling shareholder, Zhejiang Provincial Transportation Investment Group Co., Ltd., experienced a passive dilution of 1.13% in its shareholding percentage, from 42.35% to 41.22% following the increase in total share capital from 2,599,137,900 shares to 2,670,551,430 shares [1]. - The number of shares held by the controlling shareholder remained unchanged at 110,070.9366 million shares [1]. Group 2: Incentive Plan Details - The company granted 71,413.53 million restricted stocks to 699 eligible participants as part of the 2024 restricted stock incentive plan, which was registered and listed on March 21, 2025 [1]. - The increase in total share capital was a direct result of the completion of the incentive plan's initial grant registration [1]. Group 3: Compliance and Governance - The change in the controlling shareholder's stake will not affect the company's governance structure or ongoing operations [1]. - The announcement confirms compliance with relevant laws and regulations, including the Securities Law and the Management Measures for the Acquisition of Listed Companies [2].

关于控股股东持股比例被动稀释触及 1%整数倍的公告 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。 特别提示： 1. 本次权益变动系浙江交通科技股份有限公司（以下简称"公司"）2024 年限制性股票激励计划首次授予登记完成后公司总股本增加所致，控股股东持股 数量不变，持股比例被动稀释触及 1%整数倍。 证券代码：002061 证券简称：浙江交科 公告编号：2025-029 浙江交通科技股份有限公司 公司于近期实施了 2024 年限制性股票激励计划，向符合条件的 699 名激励 对象授予限制性股票 7,141.353 万股，该部分限制性股票已于 2025 年 3 月 21 日 完成授予登记并上市，公司总股本由 2,599,137,900 股增至 2,670,551,430 股。公 司控股股东浙江省交通投资集团有限公司在持股数量不变的情况下，持股比例由 42.35%被动稀释至 41.22%，本次变动触及 1%整数倍，现将具体情况公告如下： | 1．基本情况 | | | | | | | --- | --- | --- | --- | --- | --- | | 信息 ...

Group 1 - Zhejiang Jiaokao announced the acquisition of 30% equity in Zhejiang Yitong Special Foundation Engineering Co., Ltd. for 148 million yuan and a capital increase of 211 million yuan, totaling 359 million yuan [1] - After the transaction, Zhejiang Jiaokao will hold 51% of Yitong Special Foundation, becoming its controlling shareholder [1] - Yitong Special Foundation has a primary qualification in foundation engineering contracting and operates in 20 provinces in China and several Belt and Road countries, with notable projects including the Hangzhou Bay Bridge and the Ningbo-Zhoushan Railway [2] Group 2 - The acquisition is expected to complement Zhejiang Jiaokao's business, enhancing its capabilities in large-diameter deep pile foundations and other areas, thereby strengthening its market position [3] - Yitong Special Foundation is recognized as a leading private foundation construction enterprise and has received multiple industry awards, indicating its strong reputation and operational capabilities [2] - The subsidiary of Yitong, Zhejiang Zhongrui Heavy Industry Technology Co., Ltd., is a national high-tech enterprise, specializing in the research, development, and manufacturing of engineering machinery [2]

证券代码：002061 证券简称：浙江交科 公告编号：2025-028 浙江交通科技股份有限公司 关于子公司浙江交工签订投资协议的公告 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、交易概述 为加快公司新业态拓展和产业链环节延伸，优化产业链生态协同，不断向综 合交通产业链上下游发展，近日，浙江交通科技股份有限公司（以下简称"公司"） 下属子公司浙江交工集团股份有限公司（以下简称"浙江交工"）与浙江易通特 种基础工程股份有限公司（以下简称"易通特基公司"或"目标公司"）股东方 签订《关于浙江易通特种基础工程股份有限公司股份转让和增资的协议书》，浙 江交工以14,793.90万元（本公告所指金额的币种，除特别说明外，均为人民币） 受让易通特基公司部分股东方持有的易通特基公司合计30%股份，同时以 21,134.14万元对易通特基公司实施增资扩股，交易总对价合计为35,928.04万元。 交易完成后浙江交工持有易通特基公司51%的股份，成为其控股股东。 本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》规 定的重大资产重组事项。根据《深圳证券交易 ...