苏州金螳螂建筑装饰股份有限公司 2025年第二季度经营情况简报 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002081 证券简称：金螳螂公告编号：2025-038 2025年7月31日 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号一一行业信息 披露》等相关规定，苏州金螳螂建筑装饰股份有限公司（以下简称"公司"）2025年第二季度主要经营情 况公布如下： 单位：亿元人民币 ■ 注：1、根据《深圳证券交易所上市公司自律监管指引第3号一一行业信息披露》的要求，本公告中"截 至报告期末累计已签约未完工订单金额"不含已完工部分。 2、基于谨慎性原则，除特别说明外，自本公告起"截至报告期末累计已签约未完工订单金额"不含已签 约未完工的恒大集团所有施工设计订单金额。 3、上述相关数据为阶段性数据且未经审计，因此上述经营数据与定期报告披露的数据可能存在差异， 仅供投资者参阅。 特此公告。 苏州金螳螂建筑装饰股份有限公司 董事会 ...

Core Viewpoint - Suzhou Jintanglang Architectural Decoration Co., Ltd. has disclosed its major operating conditions for the second quarter of 2025, emphasizing the importance of accurate and complete information disclosure in compliance with relevant regulations [1] Group 1: Financial Data - The announcement includes key financial data presented in billions of RMB [1] - The cumulative amount of signed but uncompleted orders as of the reporting period is highlighted, excluding completed portions [1] - The company has adopted a cautious principle, excluding all signed but uncompleted construction design orders from Evergrande Group [1] Group 2: Regulatory Compliance - The company ensures that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1] - The announcement adheres to the Shenzhen Stock Exchange's listing rules and self-regulatory guidelines for industry information disclosure [1] - The data provided is preliminary and unaudited, indicating potential discrepancies with periodic report disclosures [1]

Investment Rating - The report maintains a "Buy" recommendation for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with a broad infrastructure investment growth rate of 8.9% in the first half of 2025, despite a slight decline from previous values [3][30] - Real estate investment continues to face pressure, with a 11.2% year-on-year decline in real estate development investment in the first half of 2025 [44] - The construction sector is experiencing a slight increase in fund holdings, with a fund holding market value ratio of 0.43% in Q2 2025, which is still below the standard allocation ratio of 1.77% [65][66] Summary by Sections Special Debt Issuance - The pace of special debt issuance has accelerated, with a total of 2.16 trillion yuan issued in the first half of 2025, a year-on-year increase of 45% [6][3] - The government plans to issue 4.4 trillion yuan in new local government special bonds in 2025, focusing on investment construction and land acquisition [6] Infrastructure Investment - Fixed asset investment growth has slowed, with a total of 248,654 billion yuan in the first half of 2025, reflecting a 2.8% year-on-year increase [27] - Infrastructure investment remains resilient, with significant growth in the electricity, heat, gas, and water supply sectors, which saw a 22.8% year-on-year increase [35][30] Real Estate Market - Real estate investment and sales continue to decline, with a 3.5% decrease in commodity housing sales area in the first half of 2025 [44] - New construction and completion areas have seen a narrowing decline, with new construction down 20.0% year-on-year but improving from previous months [46] Fund Holdings in Construction - Fund holdings in the construction sector have slightly increased, with a market value of 132.95 billion yuan in Q2 2025, reflecting a 9.24% increase from Q1 2025 [65] - The construction sector remains underweight compared to the standard allocation, indicating potential for growth [65][66] Recommendations - The report recommends focusing on stable growth, high dividends, overseas expansion, and regional construction projects, highlighting companies such as China State Construction, China Railway, and others [3][1]

金螳螂（002081）(002081.SZ)披露2025年第二季度经营情况简报，第二季度公司新签订单金额合计 62.54亿元;中标未签订单金额34.5亿元。 ...

智通财经APP讯，金螳螂(002081.SZ)披露2025年第二季度经营情况简报，第二季度公司新签订单金额合 计62.54亿元;中标未签订单金额34.5亿元。 ...

格隆汇7月30日丨金螳螂(002081.SZ)公布，2025年第二季度新签订单金额合计62.54亿元，中标未签订单 金额合计34.50亿元；截至报告期末累计已签约未完工订单金额合计210.19亿元。 ...

人民财讯7月30日电，金螳螂（002081）7月30日晚间公告，公司2025年第二季度新签订单金额62.54亿 元。 ...

证券代码：002081 证券简称：金螳螂 公告编号：2025-038 苏州金螳螂建筑装饰股份有限公司 2025 年第二季度经营情况简报 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 董事会 2025 年 7 月 31 日 单位：亿元人民币 | 项目类型 | 新签订单金额 | 中标未签订单金额 | 截至报告期末累计已签 约未完工订单金额 | | | --- | --- | --- | --- | --- | | 公装 | 52.99 | 33.84 | | 165.88 | | 住宅 | 5.48 | 0.66 | | 20.07 | | 设计 | 4.07 | 0.00 | | 24.24 | | 合计 | 62.54 | 34.50 | | 210.19 | 注：1、根据《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》的要求，本公告中"截至报告期末累计已签约未完工订单金额"不含已完工 部分。 2、基于谨慎性原则，除特别说明外，自本公告起"截至报告期末累计已签约 未完工订单金额"不含已签约未完工的恒大集团所有施工设计订单金额。 3、上述相关 ...

Core Viewpoint - The company, King Tanglang, addresses concerns regarding its reputation and resource consumption due to numerous lawsuits, asserting that these issues are common in the decoration industry and manageable through risk control measures [2]. Group 1: Company Performance - In the first quarter of 2025, the company reported a year-on-year increase in both operating revenue and net profit [2]. - The overseas business revenue grew by 20% year-on-year, while the old renovation business saw a significant increase of 67% [2]. Group 2: Industry Context - The decoration industry is characterized by long project cycles and diverse stakeholders, making lawsuits a common issue [2]. - The company has implemented measures such as enhanced risk control, client selection, and process management to mitigate the impact of lawsuits [2]. Group 3: Financial Health - The company indicated that the amount involved in lawsuits is projected to account for approximately 6% of its revenue in 2024, with sufficient provisions already made [2]. - The company maintains a strong liquidity position with ample bank deposits and stable asset quality [2].

Group 1 - The company reported a new order scale of 6.203 billion yuan in Q1 2025, representing a year-on-year growth of 2.53%, indicating a steady growth trend [1] - The business structure shows significant contributions from hotel, public space, and public transportation projects, with public transportation benefiting from national new infrastructure construction [1] - The company is leveraging technological innovation to strengthen its core competitiveness in smart construction and green low-carbon fields, providing solid support for performance growth [1] Group 2 - The company has entered the cleanroom business, forming a full industry chain service capability covering high-end manufacturing fields such as semiconductors and biomedicine [2] - The company has built a global leading design capability through the acquisition of HBA, which serves top international hotel groups, creating a global design service network [2] - The company is recognized as a national "prefabricated building industry base" by the Ministry of Housing and Urban-Rural Development, providing a competitive advantage in the application of prefabricated technology for hotel projects [2]