浙江东南网架股份有限公司 2025 年第三季度报告 证券代码：002135 证券简称：东南网架 公告编号：2025-079 浙江东南网架股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 浙江东南网架股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 2,175,542,029.14 | -23. ...

| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2025-076 | | --- | --- | --- | | 债券代码：127103 | 债券简称：东南转债 | | 关于取得建筑工程施工总承包特级资质的公告 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。 近日，中华人民共和国住房和城乡建设部（以下简称"住建部"）公告 2025 年第 149 号《住房城乡建设部关于核准 2025 年度第十批建设工程企业资质名单 的公告》。经住建部核准，浙江东南网架股份有限公司（以下简称"公司"）获 得建筑工程施工总承包特级资质，同时获得建筑行业（建筑工程）甲级和建筑行 业（人防工程）专业甲级设计资质。 上述资质的取得，有利于公司进一步拓展总承包业务，推动公司在绿色建筑、 智能建造、光伏新能源等领域持续发力，有利于公司从制造到建造再到创造不断 转型升级，为城市发展增光添彩。并将进一步提升公司的核心竞争力，实现从行 业领军企业向新型国际化平台型绿色建筑企业的战略跃升，为后续公司承接国家 级重大工程、拓展全球高端市场注入强劲动能。 特此公告。 浙江东南网架股份有 ...

东南网架公告称，近日住建部核准公司获得建筑工程施工总承包特级资质，同时获建筑行业（建筑工 程）甲级和建筑行业（人防工程）专业甲级设计资质。该资质取得利于公司拓展总承包业务，推动其在 多领域发力和转型升级，还将提升核心竞争力，为承接国家级重大工程、拓展全球高端市场注入动能。 ...

证券代码：002135 证券简称：东南网架 公告编号：2025-075 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"东南转债"预计触发转股价格向下修正条件的提示性公告 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。 特别提示： 1、证券代码：002135，证券简称：东南网架 2、债券代码：127103，债券简称：东南转债 3、转股价格：5.60 元/股 4、转股期限：2024 年 7 月 9 日至 2030 年 1 月 2 日（如遇法定节假日或休 息日延至其后的第 1 个工作日） 5、根据《浙江东南网架股份有限公司向不特定对象发行可转换公司债券募 集说明书》（以下简称"募集说明书"）的规定，在本次发行的可转债存续期间， 当公司 A 股股票在任意连续三十个交易日中至少有十五个交易日的收盘价低于 当期转股价格的 85%时，公司董事会有权提出转股价格向下修正方案并提交公司 股东大会表决。 （四）可转债转股价格调整情况 根据《募集说明书》的约定，公司本次发行的"东南转债"初始转股价格为 5.73 元/股。截至本公告披露日，公司历次转股价 ...

证券日报网讯东南网架（002135）10月27日在互动平台回答投资者提问时表示，截至2025年10月20日， 公司股东人数为4.54万户。 ...

Core Insights - The professional engineering sector saw a rise of 0.71% on October 22, with Zhonghua Rock and Soil leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Zhonghua Rock and Soil (002542) closed at 4.46, up 10.12% with a trading volume of 1.99 million shares and a transaction value of 884 million [1] - China Aluminum International (601068) closed at 5.93, up 10.02% with a trading volume of 475,200 shares and a transaction value of 267 million [1] - Tianwo Technology (002564) closed at 9.02, up 10.00% with a trading volume of 555,900 shares and a transaction value of 490 million [1] - Other notable performers include Zhongyan Dadi (003001) up 7.06% and Beifang International (000065) up 5.44% [1] Capital Flow - The professional engineering sector experienced a net inflow of 413 million in main funds, while retail funds saw a net outflow of 742,620 [2][3] - Major stocks like Beifang International and Tianwo Technology attracted significant main fund inflows of 207 million and 110 million respectively [3] - Conversely, retail investors showed a net outflow from several stocks, including Tianwo Technology and Zhonghua Rock and Soil [3]

Core Viewpoint - Southeast Network Frame's stock price has shown a positive trend, with a year-to-date increase of 12.92%, indicating potential investor interest and market confidence in the company's performance [1]. Financial Performance - For the first half of 2025, the company reported a revenue of 4.538 billion yuan, a year-on-year decrease of 27.25% [2]. - The net profit attributable to shareholders was 42.1545 million yuan, reflecting a significant decline of 66.90% compared to the previous year [2]. Shareholder Information - As of September 30, the number of shareholders stood at 47,500, with no change from the previous period [2]. - The average circulating shares per person were 21,976, also unchanged from the prior period [2]. Dividend Distribution - Since its A-share listing, the company has distributed a total of 603 million yuan in dividends [3]. - Over the past three years, the cumulative dividend payout has reached 307 million yuan [3]. Company Overview - Zhejiang Southeast Network Frame Co., Ltd. specializes in the design, manufacturing, installation, and general contracting of steel structure buildings and protective systems [1]. - The company's revenue composition includes: 39.32% from general contracting, 29.59% from steel structure subcontracting, 27.28% from chemical fiber production, and 1.52% from photovoltaic power generation [1].

| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2025-074 | | --- | --- | --- | | 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 关于为子公司提供担保的进展公告 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。 一、担保概述 （一）本次担保基本情况 1、浙江东南网架股份有限公司（以下简称"公司"）因全资子公司浙江东 南绿建集成科技有限公司（以下简称"东南绿建"）生产经营发展需要，近日与 杭州银行股份有限公司官巷口支行（以下简称"杭州银行官巷口支行"）签署了 《最高额保证合同》，同意为全资子公司东南绿建与债权人杭州银行官巷口支行 办理各类融资业务所发生的债权债务提供保证担保，本次保证担保的最高融资余 额为人民币 2,200 万元整。 具体内容详见 2025 年 1 月 21 日刊登于《证券时报》《中国证券报》《上 海证券报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn）上的《关于 公司 2025 年度对外担保额度预计的公告》（公告编号：2025-005 ...

Core Viewpoint - Zhejiang Southeast Network Framework Co., Ltd. has announced the provision of guarantees for its subsidiaries, indicating a strategic move to support operational needs and maintain financial stability [1] Group 1: Guarantee Details - The company signed a contract with Hangzhou Bank for a maximum guarantee of 22 million yuan for its wholly-owned subsidiary Southeast Green Building and 44 million yuan for its wholly-owned subsidiary Green Building Steel Products [1] - The total guarantee is within the approved limit of 8.05 billion yuan for the 2025 shareholders' meeting, with an available limit of 7.289 billion yuan after actual occurrences [1] Group 2: Financial Health of Guaranteed Entities - Southeast Green Building has a debt-to-asset ratio of 51.98%, while Green Building Steel Products has a significantly higher ratio of 99.66% [1] - Both entities are not listed as dishonest executors, indicating a level of financial reliability [1] Group 3: Risk Assessment - The board of directors considers the guarantee risk to be controllable, with an effective guarantee limit of 8.535 billion yuan and an actual balance of 1.704 billion yuan, showing no overdue or abnormal situations [1]

Group 1: Industry Overview - The compact fusion energy experimental device (BEST) project in Hefei, Anhui, has made significant progress during the National Day holiday, leading to increased market interest in controllable nuclear fusion concepts [1][4] - Controllable nuclear fusion aims to replicate the sun's energy generation mechanism on Earth, with the potential to provide nearly limitless clean energy if successfully commercialized [3][9] - The fusion energy research in China is transitioning from basic science to engineering practice, with substantial technological breakthroughs achieved [3][4] Group 2: Company Developments - Several domestic companies have made notable advancements in the controllable nuclear fusion sector, with Hezhong Intelligent delivering the first batch of gravity supports for the BEST vacuum chamber [6] - Zhongzhou Special Materials won a contract worth 180 million yuan for the BEST vacuum chamber support components, with this project accounting for 40% of its nuclear power revenue [6] - Southeast Network Framework has secured a contract for embedded components for a fusion energy project, indicating ongoing participation in the sector [7] Group 3: Policy and Market Potential - The Chinese government has been actively promoting the nuclear fusion industry through various policies, including the inclusion of fusion in key development areas and establishing safety regulations [8] - The controllable nuclear fusion market is projected to become a trillion-dollar industry by 2050, with significant growth in global investments from 1.9 billion USD in 2021 to an estimated 9.7 billion USD by 2025 [9]