智通财经APP讯，东南网架(002135.SZ)公告，据《浦沿街道五村联合统筹开发项目中标结果公告》，公 司被确认为"浦沿街道五村联合统筹开发项目"的中标单位，并收到中标通知书，中标金额为16.9亿元。 项目将新建商业办公、商业综合体等，总建筑面积为 400,626.65 平方米，基坑深度 14.6m。本次招标为 施工总承包招标，招标范围为施工图范围内的土石方工程、基坑围护、结构工程、建筑工程、幕墙工 程、装修工程、给排水工程、电气工程、消防工程、暖通工程、智能化工程、变配电(低压部分)、室外 附属(给排水、消防、道路、海绵城市等)、光伏系统、泛光照明、电梯设备、交通设施等施工设计图纸 内的所有工作内容。 ...

Group 1 - The company, Dongnan Network Frame, has been confirmed as the winning bidder for the "Pu Yang Street Five Villages Joint Development Project" with a bid amount of 1.69 billion yuan [1] - The project will involve the construction of commercial offices and a commercial complex, covering a total building area of 400,626.65 square meters [1] - The scope of the tender includes various construction works such as earthworks, foundation pit protection, structural engineering, building engineering, curtain wall engineering, decoration engineering, plumbing, electrical engineering, fire protection engineering, HVAC engineering, intelligent engineering, and photovoltaic systems among others [1]

| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2025-070 | | --- | --- | --- | | 债券代码：127103 | 债券简称：东南转债 | | 浙江东南网架股份有限公司 关于中标重大项目的公告 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。 2025 年 9 月 4 日 ， 杭 州 市 公 共 资 源 交 易 平 台 （https://ggzy.hzctc.hangzhou.gov.cn）公布了《浦沿街道五村联合统筹开发项目中 标结果公告》，确认浙江东南网架股份有限公司（以下简称"公司"）为"浦沿街 道五村联合统筹开发项目"的中标单位，并收到中标通知书，中标金额为人民币 168,643.1388 万元。现将中标的有关情况公告如下： 一、中标通知书的主要内容 1、项目名称：浦沿街道五村联合统筹开发项目 2、招标人：杭州江宸开发建设有限责任公司 3、中标单位：浙江东南网架股份有限公司 4、中标价格：人民币 168,643.1388 万元 5、中标内容范围：项目新建商业办公、商业综合体等，总建筑面积为 400,626.65 ...

人民财讯9月4日电，东南网架（002135）9月4日晚间公告，杭州市公共资源交易平台公布《浦沿街道五 村联合统筹开发项目中标结果公告》，确认公司为"浦沿街道五村联合统筹开发项目"的中标单位，并收 到中标通知书，中标金额16.86亿元。 ...

Core Viewpoint - The photovoltaic industry is expected to experience a reasonable price recovery and profit restoration, with improvements in the fundamentals driven by policy support and technological innovation [1][4]. Policy Impact - A series of targeted policies have been introduced since 2025 to address the issue of "disorderly low-price competition" in the photovoltaic industry, establishing clear boundaries for healthy industry development [3]. - The revised Anti-Unfair Competition Law prohibits the sale of products like silicon materials and components below cash cost, setting a price floor and curbing "suicidal price cuts" [3]. - The Central Financial Committee emphasized the need to govern low-price competition and promote the orderly exit of backward production capacity, signaling a strong push for supply-side structural optimization [3]. Market Dynamics - Since the second quarter of 2025, prices across the photovoltaic industry chain have shown an orderly recovery, indicating improvements in supply-demand relationships and competitive order [4]. - Silicon material prices have seen a significant increase, with the average transaction price for multi-crystalline silicon reaching 47,900 RMB per ton, marking a 3.37% rise and an eight-week consecutive increase [4]. - The reduction in low-price sales and the gradual decrease in industry inventory have contributed to this price recovery [4]. Industry Trends - The photovoltaic industry is transitioning from homogeneous competition to differentiated development, with leading companies exploring unique market segments [6]. - Companies like Southeast Network Frame are actively pursuing carbon-neutral strategies and investing in renewable energy projects, such as a 110MW agrivoltaic project [6]. - Innovative application models, including photovoltaic + energy storage and photovoltaic + agriculture, are becoming increasingly mature, contributing to the industry's high-quality development [7]. Performance Metrics - In the first half of 2025, the national photovoltaic installed capacity reached approximately 1.1 billion kilowatts, a year-on-year increase of 54.1%, with cumulative power generation of 559.1 billion kilowatt-hours, up 42.9% [7]. - The photovoltaic equipment sector has seen a significant rise, with the sector index increasing by 37.26% since early April 2025 [7].

Financial Performance - The company reported a total revenue of 4.538 billion yuan, a year-on-year decrease of 27.28% [1] - The net profit attributable to shareholders was 42.1545 million yuan, down 67.28% year-on-year [1] - In Q2, total revenue was 2.1 billion yuan, a decline of 35.04% year-on-year, with a net profit of -4.7475 million yuan, a decrease of 111.99% [1] - The gross margin was 7.96%, a decrease of 0.2% year-on-year, while the net margin was 0.96%, down 53.48% year-on-year [1] - Total sales, management, and financial expenses amounted to 198 million yuan, accounting for 4.36% of revenue, an increase of 24.24% year-on-year [1] - Earnings per share were 0.04 yuan, a decrease of 63.64% year-on-year [1] Financial Ratios and Cash Flow - The company's accounts receivable were significantly high, with accounts receivable to net profit ratio reaching 2165.62% [1] - The net cash flow from operating activities decreased by 566.69% due to payments for trade activities [3] - The net cash flow from financing activities increased by 175.18% due to higher borrowing [4] - The company’s return on invested capital (ROIC) was 2.81%, indicating weak capital returns [5] - The average cash flow from operating activities over the past three years has been negative [7] Business Strategy and Future Plans - The company aims to implement the "EPC General Contracting + No. 1 Project" strategy to drive high-quality development [7] - Plans to focus on green and low-carbon construction, expanding into new energy markets with a comprehensive energy business model [7] - The company will respond to the "Belt and Road" initiative by expanding its business in core regions and enhancing its global brand influence [8] - Emphasis on digital management and smart manufacturing to reduce production costs and improve product quality [9]

Group 1 - The company raised a total of RMB 200,000.00 million through the issuance of convertible bonds, with a net amount received of RMB 198,623.15 million after deducting related fees [1][2][10] - As of June 30, 2025, the company has utilized RMB 40,000.00 million of idle raised funds to temporarily supplement working capital, with the usage period not exceeding 12 months [2][9] - The company has established five special accounts for the management of raised funds, ensuring compliance with relevant regulations and agreements [4][5][33] Group 2 - The company reported a total of approximately RMB 79,637.81 million in new litigation and arbitration cases, representing 12.25% of the latest audited net assets [11][12][14] - The majority of the litigation cases are related to contract disputes in daily operations, with the company actively pursuing claims for overdue payments [14][12] - There are no significant litigation or arbitration matters that exceed 10% of the company's latest audited net assets [12][14] Group 3 - The company has not encountered any abnormal situations regarding the investment projects funded by the raised capital [6][8] - There are no issues in the usage and disclosure of raised funds for the current year [9][33] - The company has not changed the investment projects funded by the raised capital [8][10]

Core Viewpoint - The company, Zhejiang Southeast Network Engineering Co., Ltd., has released its 2025 semi-annual report, highlighting its financial performance and future development plans, with no cash dividends or stock bonuses planned for the period [3][4]. Company Basic Information - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [6]. - The company has no preferred shareholders or changes in preferred shareholder holdings during the reporting period [7]. Financial Data and Indicators - The company reported a total of 200,000 million RMB raised from the issuance of convertible bonds, with a net amount of 198,623.15 million RMB after deducting related expenses [20]. - As of June 30, 2025, the company has utilized 40,000 million RMB of idle raised funds to temporarily supplement working capital [21]. Important Matters - The company’s semi-annual report was approved by the board of directors with unanimous consent [9][10]. - The company has reported a total of approximately 79,637.81 million RMB in new litigation and arbitration cases, representing 12.25% of its audited net assets as of December 31, 2024 [26]. Fund Management - The company has established five special accounts for the management of raised funds, ensuring compliance with relevant regulations and protecting investor interests [22]. - The company has not encountered any significant issues regarding the use and disclosure of raised funds during the year [24].

| 编制单位：浙江东南网架股份有限公司 | | | | | | | | | | 单位：人民币万元 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司的关联关 系 | 上市公司核算的 会计科目 | 2025年期初 占用资金余额 | 2025半年度占用累计发生金 额 （不含利息） | 2025半年度占用资金的利 息 （如有） | 2025半年度偿还累计 发生金额 | 2025年6月末 占用资金余额 | 占用形成原因 | 占用性质 | | 控股股东、实际控制人及其附 属企业 | | | | | | | | | | 非经营性占用 | | 小 计 | - | - | - | | | | | | | - | | 前控股股东、实际控制人及其 附属企业 | | | | | | | | | | 非经营性占用 | | 小 计 | - | - | - | | | | | | | - | | 其他关联方及其附属企业 | | | | | | | | | | 非经营性占用 | | 小 计 ...

浙江东南网架股份有限公司 2025 年半年度财务报告 浙江东南网架股份有限公司 2025 年半年度财务报告 2025 年 08 月 浙江东南网架股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 法定代表人：徐春祥 主管会计工作负责人：徐佳玮 会计机构负责人：胡古松 1、合并资产负债表 编制单位：浙江东南网架股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 2,910,729,903.61 | 2,359,528,257.48 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 33,785,335.12 | 18,860,793.73 | | 应收账款 | 4,124,449,569.71 | 4,531,957,835.33 | | 应收款项融资 | 279,873,663.63 ...