证券代码：002062 证券简称：宏润建设 公告编号：2025-051 宏润建设集团股份有限公司 重大工程中标公告 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。 6、项目范围：扩大杭嘉湖南排后续东部通道工程（麻泾港枢纽工程）批复 概算内所有工程部分及专项部分的设计采购施工（EPC)总承包。 7、2023 年度至今，公司未与业主方发生类似业务。 8、公司与业主方不存在任何关联关系。 二、中标对公司的影响 宏润建设集团股份有限公司（以下简称"公司"）于近日参与了扩大杭嘉湖南 排后续东部通道工程（麻泾港枢纽工程）设计采购施工（EPC)总承包项目的投 标，嘉兴市公共资源交易网公示了上述项目的中标候选人，公司为第一中标候选 人，具体内容详见 2025 年 9 月 26 日披露在巨潮资讯网（http://www.cninfo.com.cn） 的《关于工程项目预中标公示的公告》。近日，公司已取得该项目的中标通知书， 现将有关内容公告如下： 一、项目基本情况 1、项目业主方：嘉兴市杭嘉湖南排工程管理服务中心 2、项目中标人：浙江省水利水电勘测设计院有限责任公司（联合体牵头人 ...

Core Insights - The article discusses the recent research conducted by QuanGuo Fund on Hongrun Construction, highlighting the company's stable revenue from urban infrastructure and its strategic focus on cash flow over high profit margins [1][2]. Group 1: Company Overview - Hongrun Construction focuses on urban infrastructure in the Yangtze River Delta region, maintaining stable revenue through accumulated equipment, technology, and a good reputation [2][3]. - The company's real estate business is currently in a phase of inventory reduction, with net profit in the first half of the year declining compared to 2024 due to land value-added tax settlements [2][3]. Group 2: New Energy Business - The new energy segment has turned a profit of 52 million yuan in the first half of 2025, recovering from losses in 2024, driven by stable component prices and contributions from photovoltaic EPC projects [3][4]. - The company expects to produce 2-2.5 GW of components for the year, with cash flow projected to break even despite potential depreciation impacts on financial performance [3][4]. Group 3: Investment Model and Advantages - The company excels in EPC construction and has experience in operating a 80 MW photovoltaic power station in Qinghai, allowing for flexible decision-making and project implementation [4][5]. - Investment in projects typically involves a 35% stake for the company and a 65% stake for state-owned enterprises, ensuring controlled cash outflow and stable returns [4][5]. Group 4: Other Investment Projects - Besides the Qinghai photovoltaic project, the company is also involved in the Hangshao-Tai high-speed rail project, which is expected to enhance profitability as train operations increase [5]. - The ongoing EPC projects are anticipated to contribute to the company's stable earnings [5]. Group 5: Strategic Planning - The company's development strategy integrates construction, new energy, and technology, with a focus on robotics as part of its new productivity initiatives [6][7]. - The company has a strong foundation in high-tech applications and is well-positioned to collaborate in the robotics sector, enhancing its operational capabilities [6][7]. Group 6: Long-term Investments - Long-term equity investments primarily include PPP projects, such as the Ningbo Zhongxing Bridge, where the company holds a 70% stake, ensuring stable returns as the project enters the government buyback phase [7].

Group 1 - The Ministry of Commerce of China has initiated an anti-dumping investigation into imported pecans from Mexico and the United States, citing evidence of sales below normal value and significant market impact on domestic products [2] - Sichuan province is implementing housing support policies tailored to individual cities to stabilize real estate consumption and enhance the supply of quality housing [3] - Guangzhou has introduced new policies allowing real estate companies to sell self-held housing, aimed at alleviating financial pressure on developers [4] Group 2 - International copper prices surged, reaching a two-month high due to a mining accident in Indonesia that is expected to reduce copper sales and delay full operations until mid-2026 [5] - As of the end of August 2025, the net asset value of public funds in China reached 36.25 trillion yuan, with 164 fund management institutions operating in the market [7] - The Digital Renminbi International Operation Center has officially commenced operations, focusing on cross-border digital payment and blockchain services [8] Group 3 - The Ministry of Commerce has urged the U.S. to take positive actions to remove unreasonable tariffs on soybean trade to foster bilateral trade and global economic stability [9] - The China Nonferrous Metals Industry Association has expressed strong opposition to "involution" competition in the copper smelting industry, emphasizing the need for regulatory measures to control capacity expansion [10] Group 4 - Zhejiang Xiantong plans to increase investment in Haohai Xingkong and establish a joint venture for robotics business [12] - China National Petroleum Engineering has signed a $2.524 billion contract for a seawater pipeline project in Iraq [12] - Guizhou Province's investment in infrastructure projects has led to significant contract wins for companies like China Railway and Century Hengtong [12]

Key Points - Yunnan Tourism currently lacks the capability for robot complete machine design or production [1] - Dongfang Yuhong plans to invest 600 million yuan in the construction of a new material industry chain project in Shanglin County [1] - Hongrun Construction is part of a consortium that has pre-won a 1.36 billion yuan engineering project [1] - Zhongman Petroleum intends to acquire a 49% stake in Xinhuaxia Dubai [1] - Qibin Group plans to repurchase shares worth between 100 million to 200 million yuan [2] - Shuanglin Co. has submitted an application for the issuance and listing of overseas listed shares (H shares) to the Hong Kong Stock Exchange [2] - Baiya Co.'s controlling shareholder and actual controller's concerted actors plan to reduce their holdings by no more than 2% [2] - Hanyu Pharmaceutical plans to raise no more than 968 million yuan through a private placement [3] - Jihong Co. expects a year-on-year increase of 65.72% to 76.86% in net profit excluding non-recurring gains and losses for the first three quarters [3]

Core Points - The company has been identified as a candidate for the "Expansion of the Hangjiahu South Drainage Subsequent Eastern Channel Project (Mazhen Port Hub Project)" under the EPC (Engineering, Procurement, and Construction) contract [1][2] - The bid amount for the project is approximately 1.36 billion yuan [2] - If the company receives the final award notification and signs the contract, it will enhance its market competitiveness and share in related business areas [2] Project Details - The project is managed by the Jiaxing Hangjiahu South Drainage Project Management Service Center [1] - The leading bidder is a consortium that includes Zhejiang Provincial Water Resources and Hydropower Survey and Design Institute Co., Ltd., Zhejiang First Hydropower Construction Group Co., Ltd., and the company as a member [1] - The public announcement period for the bid is from September 23, 2025, to September 26, 2025 [2]

Group 1: Company Announcements - Yunnan Tourism (002059.SZ) currently lacks the capability for robot complete machine design or production [1] - Dongfang Yuhong (002271.SZ) plans to invest 600 million yuan in the construction of a new material industry chain project in Shanglin County [1] - Macro Construction (002062.SZ) is part of a consortium that has pre-won a 1.36 billion yuan engineering project [1] - Zhongman Petroleum (603619.SH) intends to acquire 49% equity in Xinhuaxia Dubai [1] - Qibin Group (601636.SH) plans to repurchase shares worth between 100 million to 200 million yuan [1] - Shuanglin Co., Ltd. (300100.SZ) has submitted an application for the issuance and listing of overseas listed shares (H shares) to the Hong Kong Stock Exchange [1] - Zhiya Co., Ltd. (002803.SZ) plans to reduce holdings by no more than 2% of shares by the controlling shareholder and actual controller's concerted actors [1] - Hanyu Pharmaceutical (300199.SZ) plans to raise no more than 968 million yuan through a private placement [2] - Jihong Co., Ltd. (002803.SZ) expects a year-on-year increase of 65.72% to 76.86% in net profit excluding non-recurring gains and losses for the first three quarters [2] Group 2: Project Investments - Longxing Technology (002442.SZ) plans to invest in the energy-saving upgrade and transformation project of carbon black tail gas waste heat power generation [1] - Changqing Group (002616.SZ) intends to invest in the second phase of the Maoming Changqing combined heat and power project and supporting pipeline engineering [1] Group 3: Contract Wins - Shiji Hengtong (301428.SZ) has won a project worth 1.065 billion yuan [1] - Beixin Road and Bridge (002307.SZ) has won a 430 million yuan engineering project [1] - State Grid Information and Communication (600131.SH) subsidiary has won a 605 million yuan project from the State Grid [1]

Core Viewpoint - Hongrun Construction Group is actively engaging with institutional investors to discuss its business status and development plans, highlighting its focus on stable cash flow from infrastructure projects rather than high profit margins [1] Business Status and Profit Levels - Hongrun Construction's urban infrastructure business is primarily concentrated in the Yangtze River Delta region, maintaining stable revenue through continuous order acquisition, emphasizing cash flow stability over high profit margins [2] - The real estate sector is currently in a phase of inventory reduction, with net profit in the first half of the year declining compared to 2024 due to the impact of land value-added tax settlements [2] New Energy Business - The new energy segment has turned profitable, with a net profit of 52 million yuan in the first half of 2025, recovering from losses in 2024, driven by stable component prices and contributions from photovoltaic EPC projects [3] - The company anticipates an annual component output of 2 to 2.5 GW, primarily through ODM, with cash flow expected to balance despite potential depreciation impacts [3] - Hongrun Construction has established strong partnerships with state-owned enterprises, allowing for further expansion in the new energy sector [3] Multi-Project Investment Returns - The company is benefiting from multiple projects, including an 80 MW photovoltaic power station in Qinghai and the Hangzhou-Shaoxing-Taihu high-speed rail project, which is expected to enhance profitability as train operations increase [4] Strategic Layout - The strategic plan of Hongrun Construction is centered around "Construction + New Energy + Technology," with a focus on integrating technology into its operations [5] - The company is actively involved in the robotics sector, leveraging its experience in joint research and development of shield tunneling robots [5] Capital Structure Optimization - In response to relaxed financing policies for real estate companies, Hongrun Construction successfully raised 500 million yuan through a private placement, optimizing its capital structure and enhancing its financing capabilities [6] - The company is involved in projects like the Ningbo Zhongxing Bridge, where it holds a 70% investment share, ensuring stable returns as the project enters the government buyback phase [6]

Group 1: Business Overview - The company's main business focuses on urban infrastructure in the Yangtze River Delta region, maintaining stable revenue through consistent order acquisition and prioritizing cash flow stability over high profit margins [2] - The real estate sector is undergoing a phase of inventory reduction, with net profit in the first half of 2024 declining compared to the full year of 2023 due to land value-added tax settlements [2] Group 2: New Energy Business - The new energy sector has turned a net profit of 52 million yuan in the first half of 2025, recovering from losses in previous years, driven by stable component prices and contributions from photovoltaic EPC projects [2] - The expected annual component production is between 2-2.5 GW, with a focus on ODM, while cash flow is projected to balance with ongoing projects [2] Group 3: Investment Strategies - The company adopts a cautious investment approach, typically holding a 35% stake in projects alongside state-owned enterprises, ensuring that self-funded investments do not exceed 10% of total project costs [3] - The Qinghai 80MW photovoltaic power station and the Hangzhou-Shaoxing-Taizhou high-speed rail project are expected to enhance the company's stable profit generation [4] Group 4: Strategic Planning - The company's development strategy integrates "Construction + New Energy + Technology," with a focus on robotics as a new productive force, leveraging its experience in joint R&D and engineering applications [4] - A successful capital increase of 500 million yuan was executed to optimize asset structure and enhance financing pathways, capitalizing on favorable financing policies for real estate companies [4] Group 5: Long-term Investments - Long-term equity investments primarily include PPP projects, such as the Ningbo Zhongxing Bridge, where the company holds a 70% stake, with stable returns expected as the project enters the government buyback phase [5]

转自：证券时报 人民财讯9月25日电，宏润建设(002062)9月25日公告，公司联合预中标"扩大杭嘉湖南排后续东部通道 工程（麻泾港枢纽工程）设计采购施工（EPC)总承包"项目，该项目投标报价为13.6亿元。 ...

证券代码：002062 证券简称：宏润建设 公告编号：2025-050 宏润建设集团股份有限公司 关于工程项目预中标公示的公告 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"）近日于嘉兴市公共资源交易 网（https://jxszwsjb.jiaxing.gov.cn/）查询获悉，确定公司为"扩大杭嘉湖南排后 续东部通道工程（麻泾港枢纽工程）设计采购施工（EPC)总承包"项目的中标 候选人，现将相关情况公告如下： 一、预中标项目招标人及项目基本情况 4、第一中标候选人：浙江省水利水电勘测设计院有限责任公司（联合体牵 头人）、浙江省第一水电建设集团股份有限公司（联合体成员）、宏润建设集团股 份有限公司（联合体成员）。 5、投标报价：1,360,391,240 元 6、公示期：2025 年 9 月 23 日至 2025 年 9 月 26 日 二、预中标对公司的影响 若公司最终收到该项目的中标通知书并签订合同，将有利于进一步提升公司 参与相关业务的市场竞争力和市场份额。 三、风险提示 截至本公告披露日，该项目尚处于中标候选 ...