格隆汇12月1日丨宏润建设(002062.SZ)公布，截至2025年11月30日，公司通过股份回购专用证券账户以 集中竞价交易方式累计回购股份的数量为15,268,760股，占公司总股本的1.23%，最高成交价为12.33元/ 股，最低成交价为9.13元/股，已使用资金总额为163,684,910.23元（不含交易费用）。 ...

格隆汇12月1日丨宏润建设(002062.SZ)公布，截至2025年11月30日，公司通过股份回购专用证券账户以 集中竞价交易方式累计回购股份的数量为15,268,760股，占公司总股本的1.23%，最高成交价为12.33元/ 股，最低成交价为9.13元/股，已使用资金总额为163,684,910.23元（不含交易费用）。 ...

证券代码：002062 证券简称：宏润建设 公告编号：2025-062 宏润建设集团股份有限公司 关于回购公司股份进展情况的公告 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。 宏润建设集团股份有限公司（以下简称"公司"）于2025年8月25日召开第十 一届董事会第三次会议，审议通过了《关于回购公司股份方案的议案》，同意公 司使用不低于人民币15,000万元（含本数）且不超过人民币30,000万元（含本数） 的自筹资金和回购专项贷款，以集中竞价交易的方式回购公司已发行的部分A股 股份，用于后续实施员工持股计划或股权激励。回购股份的价格不超过人民币 9.00元/股，回购期限自董事会审议通过本次回购股份方案之日起12个月。公司于 2025年10月28日召开第十一届董事会第四次会议，审议通过了《关于调整公司回 购股份价格上限的议案》，将回购股份价格上限由人民币9.00元/股调整为人民币 15.60元/股，除调整回购股份价格上限以外，回购股份方案的其他内容不变。上 述议案具体内容详见公司于2025年8月27日、2025年10月28日披露于《中国证券 报》《上海证券报》 ...

Market Overview - The infrastructure sector increased by 1.1% on November 28, with Jiaojian Co. leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Key Stocks Performance - Jiaojian Co. (603815) closed at 12.16, up 10.05% with a trading volume of 200,200 shares and a transaction value of 2.35 billion [1] - Garden Co. (605303) closed at 23.16, up 10.02% with a trading volume of 100,900 shares and a transaction value of 224 million [1] - Guosheng Technology (603778) closed at 11.59, up 9.96% with a trading volume of 1,131,500 shares and a transaction value of 12.80 billion [1] - Beixin Road and Bridge (002307) closed at 5.86, up 9.94% with a trading volume of 1,927,200 shares and a transaction value of 206 million [1] - Other notable performers include Guanzhong Ecological (300948) up 7.19% and Hongrun Construction (002062) up 6.07% [1] Capital Flow Analysis - The infrastructure sector saw a net inflow of 72.28 million from institutional investors, while retail investors contributed a net inflow of 132 million [2] - Speculative funds experienced a net outflow of 204 million [2] Individual Stock Capital Flow - Beixin Road and Bridge (002307) had a net inflow of 1.48 billion from institutional investors, but saw outflows from speculative and retail investors [3] - Hongrun Construction (002062) recorded a net inflow of 76.68 million from institutional investors, with outflows from speculative and retail investors [3] - Jiaojian Co. (603815) had a net inflow of 36.54 million from institutional investors, while speculative and retail investors withdrew funds [3] - Garden Co. (605303) also experienced a net inflow from institutional investors but faced outflows from other investor types [3]

Core Viewpoint - Hongrun Construction emphasizes its commitment to infrastructure and technology innovation, with a focus on expanding its business in the Yangtze River Delta region and enhancing its presence in the robotics sector [1][2] Group 1: Infrastructure and Business Development - The company has reported an improvement in project releases and implementations in the Yangtze River Delta since the second half of 2025, with an increase in new business volume in the third quarter [1] - Hongrun Construction aims to maintain stability in its traditional infrastructure business while growing its renewable energy segment [1] Group 2: Robotics Business Expansion - The company is cultivating its robotics business as a second growth curve, having invested in three different robotics firms: Jingzhi Technology, Hongsi Future, and Matrix Super Intelligence [1] - Jingzhi Technology has launched three quadruped robot products, including the fastest running robot "Black Panther II" and an industrial-grade robot "Apollo," with consumer-level products already receiving orders in health and education sectors [1] - Hongsi Future focuses on educational robots and related content, aligning with holistic education principles to facilitate the integration of AI in educational settings [2] - The joint venture with Matrix Super Intelligence, Ningbo Star Power Technology, aims to develop all-scenario humanoid robots and is set to expand its design team significantly by 2026 [2]

格隆汇11月26日丨宏润建设(002062.SZ)在投资者互动平台表示，公司参股上海矩阵超智系统集成有限 公司。 ...

Core Insights - The infrastructure sector saw a rise of 0.75% on November 24, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Infrastructure Sector Performance - Guosheng Technology (603778) closed at 60.8, with a gain of 10.07% and a trading volume of 1.2687 million shares, totaling a transaction value of 1 billion [1] - Beixin Road and Bridge (002307) closed at 5.73, up 9.98%, with a trading volume of 2.8782 million shares and a transaction value of 1.593 billion [1] - Other notable performers included Meili Ecology (000010) with a 4.97% increase, and Aoya Co., Ltd. (300949) with a 4.27% increase [1] Capital Flow Analysis - The infrastructure sector experienced a net inflow of 246 million in main funds, while retail funds saw a net outflow of 34.5751 million [2] - Guosheng Technology had a main fund net inflow of 1.59 billion, but retail funds experienced a net outflow of 78.8728 million [3] - China Nuclear Engineering (601611) reported a main fund net inflow of 43.1344 million, with retail funds seeing a net outflow of 38.4155 million [3]

Core Viewpoint - Hongrun Construction's stock price has shown significant volatility, with a year-to-date increase of 89.18%, but recent declines in the short term raise concerns about its performance [1][2]. Financial Performance - For the period from January to September 2025, Hongrun Construction reported a revenue of 4.262 billion yuan, a year-on-year decrease of 0.47%, and a net profit attributable to shareholders of 244 million yuan, down 2.41% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.293 billion yuan, with 342 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 24, Hongrun Construction's stock price was 9.48 yuan per share, with a market capitalization of 11.729 billion yuan [1]. - The stock has experienced a 5.11% decline over the last five trading days and a 14.98% decline over the last 20 days, despite a 39.41% increase over the past 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on November 3, where it recorded a net buy of -140 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Hongrun Construction was 35,200, an increase of 2.55% from the previous period, with an average of 31,972 circulating shares per shareholder, a decrease of 2.48% [2]. - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 16.576 million shares as a new shareholder [3]. Business Overview - Hongrun Construction, established on December 29, 1994, and listed on August 16, 2006, primarily engages in municipal public works, building construction, urban rail transit engineering, and real estate development [2]. - The company's revenue composition includes 76.18% from construction and municipal infrastructure investment, 20.80% from renewable energy development, 5.53% from real estate development, and 0.69% from other businesses [2].

11月21日，宏润建设集团股份有限公司（以下简称"公司"）在宏润大厦以现场会议形式接待了特定对象 调研，华泰证券分析师王玺杰、勤辰私募基金姜伟臣参与调研，公司董事会秘书薛锋、科技业务总监毛 正出席并就主营业务发展、新能源业务布局、人形机器人业务进展及股份回购计划等问题与机构进行了 深入交流。 投资者关系活动基本信息 本次投资者关系活动类别为"特定对象调研"，于2025年11月21日在宏润大厦现场举行。参与机构及人员 包括华泰证券王玺杰、勤辰私募基金姜伟臣，公司接待人员为董事会秘书薛锋、科技业务总监毛正。 主营业务及三季度业绩：新能源成重要利润增长点 据介绍，公司主营业务涵盖基建、房地产和新能源三大板块。2025年三季度报告显示，公司单季实现营 业收入13.92亿元，归母净利润1亿元。从业务趋势看，基建板块营收稳中有升；房地产板块处于存量去 化阶段，营收和净利润有所下降，业务占比持续降低；新能源板块表现亮眼，营收和净利润均大幅增 长，有效弥补了房地产业务收缩对整体营收的影响，已成为公司重要的利润增长点。 新能源业务：全产业链布局显效，全年组件产量预计超2GW 在新能源业务方面，公司已构建起"前端实业制造—中端总 ...

证券代码：002062 证券简称：宏润建设 宏润建设集团股份有限公司投资者关系活动记录表 编号：2025-07 | | 司已入驻宁波前湾新区，从研发到销售是否都放在前湾新区？ | | --- | --- | | | 宁波前湾新区为星际动力预留了产业用地和厂房，生产和 | | | 配套将落地前湾新区，主要研发将放在上海，宁波和上海将同 | | | 步配置销售。 | | | 5、星际动力人形机器人自发布会后有否开展升级研发？ | | | 针对运动能力和人机互动的研发工作持续推进，星际动力 | | | 正加紧招募更多自研设计团队，预计 2026 年团队人数规模将达 | | | 到 人，其中软件约占 60%，硬件约占 40%，力争明年尽 60-100 | | | 早产生一定规模的商业化收入。 | | | 6、人形机器人业务目前是否有意向客户？ | | | 端客户暂时不涉及，目前接洽的 鉴于隐私和安全考量，C | | | 主要还是以 端导览、展示和 端商用和工业场景使用为主。 G B | | | 年的战略规划是如何的？ 7、公司对星际动力未来 3-5 | | | 星际动力目标实现全场景商业落地，帮助公司实现第二增 | ...