宏润建设集团股份有限公司 证券代码：002062 证券简称：宏润建设 公告编号：2025-057 宏润建设集团股份有限公司董事会 2025 年 10 月 30 日 单位：万元 项目类型 新签合同 新中标未签合同 截至报告期末累计已签 约未完工合同 数量 金额 数量 金额 数量 金额 轨道交通项目 5 17,510 0 0 22 381,949 市政项目 8 99,999 0 0 53 475,029 房建项目 4 3,143 0 0 20 217,276 公路项目 0 0 0 0 2 12,599 新能源 EPC 项目 0 0 0 0 3 138,278 合 计 17 120,652 0 0 100 1,225,131 2025 年第三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，宏润建设集团股份有限公司（以下 简称"公司"）现将 2025 年第三季度建筑业经营情况简报如下： *注：上表中以联合体作为投标主体中标的项目，按公 ...

Core Insights - The infrastructure sector experienced a significant increase of 2.11% on October 21, with Guan Zhong Ecological leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Infrastructure Sector Performance - Guan Zhong Ecological (300948) saw a closing price of 22.03, with a remarkable increase of 19.99% and a trading volume of 239,400 shares, amounting to a transaction value of 496 million [1] - Hui Lv Ecological (001267) closed at 17.88, up 10.03%, with a trading volume of 663,900 shares and a transaction value of 1.156 billion [1] - Hongrun Construction (002062) closed at 11.57, up 9.98%, with a trading volume of 621,900 shares and a transaction value of 689 million [1] - Other notable performers included Pu Bang Co. (002663) with a 9.81% increase, and Tunnel Co. (600820) with a 6.38% increase [1] Capital Flow Analysis - The infrastructure sector saw a net inflow of 505 million from institutional investors, while retail investors contributed a net inflow of 38.41 million [2][3] - Major stocks like Hui Lv Ecological and China Electric Power Construction (601669) experienced significant net inflows from institutional investors, while retail investors showed a net outflow [3] - The overall capital flow indicates a mixed sentiment, with institutional investors showing confidence in certain stocks while retail investors were more cautious [2][3]

Core Insights - Hongrun Construction's stock price increased by 2.19% on October 21, reaching 10.75 CNY per share, with a trading volume of 1.85 billion CNY and a market capitalization of 13.301 billion CNY [1] - The company has seen a year-to-date stock price increase of 114.53%, with a 10.71% rise over the last five trading days and a 109.96% increase over the last 60 days [1] - Hongrun Construction's main business segments include construction and municipal infrastructure investment (76.18%), renewable energy development (20.80%), and real estate development (5.53%) [2] Financial Performance - For the first half of 2025, Hongrun Construction reported a revenue of 2.870 billion CNY, a year-on-year decrease of 4.48%, and a net profit attributable to shareholders of 143 million CNY, down 23.49% year-on-year [2] - The company has distributed a total of 1.293 billion CNY in dividends since its A-share listing, with 342 million CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Hongrun Construction was 34,300, a decrease of 9.39% from the previous period, with an average of 32,787 circulating shares per shareholder, an increase of 25.39% [2] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

Core Points - Hongrun Construction announced that its controlling shareholder, Hongrun Holdings, has recently pledged and released part of its shares [1] Share Pledge Details - On October 17, 2025, Hongrun Holdings pledged 18 million shares, accounting for 4.77% of its holdings and 1.45% of the total share capital, to secure a bank loan [1] - On October 16, 2025, 21 million shares were released from pledge, representing 5.57% of its holdings and 1.70% of the total share capital [1] Shareholding Structure - As of the announcement date, Hongrun Holdings and its concerted parties collectively hold 521,265,141 shares, which is 42.13% of the total share capital [1] - After the recent changes, the pledged shares amount to 238,200,000, which is 45.70% of its holdings and 19.25% of the total share capital [1] Impact on Company Operations - The share pledge does not affect the company's operations [1]

证券代码：002062 证券简称：宏润建设 公告编号：2025-053 宏润建设集团股份有限公司 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 占其 | 占公 | 情况 | | 情况 | | | 股东 | | 持股 | 本次变动 | 本次变动 | 所持 | 司总 | | 占已 | | 占未 | | 名称 | 持股数量（股） | 比例 | 前质押股 | 后质押股 | 股份 | 股本 | 已质押股份 | 质押 | 未质押股份 | 质押 | | | | % | 份数量 | 份数量 | 比例 | 比例 | 限售和冻结 | 股份 | 限售和冻结 | 股份 | | | | | | | % | % | 数量(股) | 比例 | 数量(股) | 比例 | | | | | | | | | | % | | % | 关于股东所持公司部分股份质押及解质押的公告 本公司及董事会全体成员保证信 ...

Market Overview - The infrastructure sector increased by 0.08% compared to the previous trading day, with Hui Lv Ecological leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Top Gainers in Infrastructure Sector - Hui Lv Ecological (001267) closed at 16.25, up 10.02% with a trading volume of 257,000 shares and a transaction value of 417 million [1] - Chengbang Co., Ltd. (603316) closed at 12.99, up 9.99% with a trading volume of 240,700 shares and a transaction value of 310 million [1] - Beautiful Ecology (000010) closed at 4.15, up 7.24% with a trading volume of 530,000 shares and a transaction value of 217 million [1] Decliners in Infrastructure Sector - ST IF Ping (603843) closed at 5.54, down 4.97% with a trading volume of 438,800 shares and a transaction value of 245 million [2] - ST Yuan Cheng (603388) closed at 1.22, down 4.69% with a trading volume of 2,280 shares and a transaction value of 278,200 [2] - Xinjiang Jiaojian (002941) closed at 19.19, down 3.08% with a trading volume of 170,500 shares and a transaction value of 1.37 billion [2] Capital Flow Analysis - The infrastructure sector experienced a net outflow of 135 million from institutional investors, while retail investors saw a net inflow of 138 million [2] - Major stocks like Hui Lv Ecological and Chengbang Co., Ltd. had significant net inflows from retail investors, despite overall institutional outflows [3]

2、2022 年 7 月 8 日，根据本次员工持股计划与公司控股股东浙江宏润控股 有限公司签署的《股份转让协议》，浙江宏润控股有限公司以非交易过户形式向 本次员工持股计划协议转让其所持有的 55,187,637 股公司股票，占当时公司总股 本的 5.01%（2023 年度向特定对象发行股票后，持股比例被动稀释至 4.46%）。 本计划的锁定期为 12 个月，自公司公告最后一笔标的股票过户至本计划名下之 日起算，即锁定至 2023 年 7 月 7 日。上述事项已披露于 2022 年 7 月 12 日的公 司指定信息披露媒体。 证券代码：002062 证券简称：宏润建设 公告编号：2025-052 宏润建设集团股份有限公司 关于 2022 年员工持股计划存续期即将届满的提示性公告 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。 宏润建设集团股份有限公司（以下简称"公司"）2022 年员工持股计划（以 下简称"本次员工持股计划"或"本计划"）将于 2026 年 4 月 18 日届满。根据 《关于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所上市公司 自律监 ...

Market Overview - On October 15, the infrastructure sector rose by 1.02% compared to the previous trading day, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Performers - Guosheng Technology (603778) closed at 3.94, with a gain of 10.06% and a trading volume of 155,300 shares, amounting to a transaction value of 61.20 million yuan [1] - China Nuclear Engineering (601611) closed at 12.38, up 10.04%, with a trading volume of 3.29 million shares, resulting in a transaction value of 3.968 billion yuan [1] - Hongrun Construction (002062) closed at 10.38, increasing by 6.90%, with a trading volume of 544,500 shares, totaling 551 million yuan [1] Sector Fund Flow - The infrastructure sector saw a net inflow of 322 million yuan from institutional investors, while retail investors experienced a net outflow of 25.89 million yuan [2] - Major stocks like China Nuclear Engineering and Guosheng Technology attracted significant institutional investment, with net inflows of 398 million yuan and 366 million yuan respectively [3] Individual Stock Performance - China Nuclear Engineering had a net institutional inflow of 398 million yuan, representing 10.04% of its trading volume, while it faced a net outflow of 269 million yuan from retail investors [3] - Guosheng Technology experienced a net inflow of 366 million yuan from institutional investors, accounting for 59.81% of its trading volume, but saw a net outflow of 150 million yuan from retail investors [3]

Core Viewpoint - Hongrun Construction's stock price has shown significant growth this year, with a year-to-date increase of 97.76%, despite a slight decline in the last five trading days [1][2]. Financial Performance - For the first half of 2025, Hongrun Construction reported a revenue of 2.87 billion yuan, a year-on-year decrease of 4.48%, and a net profit attributable to shareholders of 143 million yuan, down 23.49% year-on-year [2]. - The company has distributed a total of 1.293 billion yuan in dividends since its A-share listing, with 342 million yuan distributed in the last three years [3]. Stock Market Activity - As of October 15, Hongrun Construction's stock was trading at 9.91 yuan per share, with a market capitalization of 12.261 billion yuan [1]. - The stock has experienced a trading volume of 166 million yuan on the same day, with a turnover rate of 1.51% [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on September 30, where it recorded a net buying of 5.5715 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Hongrun Construction was 34,300, a decrease of 9.39% from the previous period, while the average circulating shares per person increased by 25.39% to 32,787 shares [2].

Group 1 - The company held a meeting on October 14, 2025, with six institutions including Northeast Securities and Western Securities to discuss various business conditions [1] - The urban infrastructure business is primarily concentrated in the Yangtze River Delta region, with improved project release and landing since Q3 2025, leading to an increase in new business volume [2] - The real estate business contributes less than 5% to total revenue as of the first half of 2025, with ongoing efforts to accelerate inventory clearance through promotional strategies [2] Group 2 - The company has established a joint venture, Ningbo Xingji Power Technology Co., Ltd., with Shanghai Matrix Super Intelligence, focusing on humanoid robots and targeting the civilian market [3] - The company's financial stability and production capabilities support the joint venture, which is expected to launch a new generation of products by the end of this year or early next year [3] - The company's new energy business has turned a profit of 52 million yuan in the first half of 2025, benefiting from stable component prices and strong partnerships with state-owned enterprises [3] Group 3 - The company is collaborating with Jingzhi Technology, leveraging its expertise in quadruped robot technology for applications in inspection and security [4] - The partnership aims to develop specific engineering solutions through joint research and development efforts [4]