西部建设（002302）公告，2025年第二季度公司混凝土签约量为4694.14万方，同比增长2.12%。销售量 为1630.66万方，同比下降1.79%。重大项目签约量超过10万方，合计签约量为917.79万方。 ...

中建西部建设股份有限公司（以下简称"公司"）第八届二十 次董事会会议通知于 2025 年 7 月 10 日以专人及电子邮件方式送 达全体董事，会议于 2025 年 7 月 14 日在四川省成都市天府新区 汉州路 989 号中建大厦公司会议室以现场结合通讯方式召开，应 出席会议的董事 8 人，实际出席会议的董事 8 人（其中董事侍军 凯先生、张海霞女士、杨波先生以通讯方式出席会议）。会议由 董事长章维成先生主持，会议的召开符合《中华人民共和国公司 法》《公司章程》及公司《董事会议事规则》等规定。 二、董事会会议审议情况 经与会董事充分讨论，一致通过以下决议： 证券代码：002302 证券简称：西部建设 公告编号：2025-032 第八届二十次董事会决议公告 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、董事会会议召开情况 三、备查文件 1.公司第八届二十次董事会决议 特此公告。 中建西部建设股份有限公司 董事会 2025 年 7 月 15 日 1.审议通过《关于总部部门及职能优化方案的议案》 表决结果：8 票同意，0 票反对，0 票弃权。 2.审议通过《关 ...

Core Viewpoint - The A-share market has seen a significant increase in companies forecasting mid-term losses, with 139 companies predicting losses and 152 companies expecting a decline in net profits, indicating a growing trend of financial distress among listed firms [1][2]. Group 1: Company Performance - Among the 152 companies forecasting a decline in net profits, 10 companies expect a drop exceeding 1000%, with 9 of them shifting from profit to loss [2][4]. - China National Chemical Corporation (中化国际) anticipates a mid-term loss between 807 million to 949 million yuan, a staggering decline of 6649.8% to 7805.58% compared to the previous year [4][5]. - AOC Technology (冠捷科技), a leading global display manufacturer, projects a mid-term loss of 450 million to 490 million yuan, attributing the decline to intensified competition and rising costs [5]. Group 2: Notable Companies with Declining Profits - Hangzhou Steel (杭钢股份) forecasts a mid-term net loss of approximately 111 million yuan, representing a 204.63% decline year-on-year, despite a significant stock price increase earlier in the year [6][7]. - Yuanlong Yatu (元隆雅图) expects a mid-term net loss of 5 million to 10 million yuan, a decline of 119.39% to 138.78%, transitioning from profit to loss [8]. - Zhongke Jin Cai (中科金财) anticipates a mid-term net loss of 75 million to 105 million yuan, with a year-on-year decline of 51.43% to 112% [8]. Group 3: Market Reactions - Following the announcement of poor performance forecasts, Yuanlong Yatu experienced a significant drop in stock price, hitting the daily limit down [9].

一、本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 二、与会计师事务所沟通情况 本期业绩预告未经会计师事务所预审计。 三、业绩变动原因说明 证券代码：002302 证券简称：西部建设 公告编号：2025-031 2025 年半年度业绩预告 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。 （二）业绩预告情况：预计净利润为负值 项 目 本报告期 上年同期 归属于上市 公司股东的 净利润 亏损：6,500 万元- 13,000 万元 盈利：562.88 万元 扣除非经常 性损益后的 净利润 亏损：15,500 万元- 22,000 万元 亏损：2,882.65 万元 基本每股收 益 亏损：0.0632 元/股- 0.1147 元/股 亏损：0.0143 元/股 本降幅低于销售价格降幅，导致商品混凝土销售毛利空间 收窄，预计整体盈利水平将同比下降。 四、风险提示 本次业绩预告是公司财务部门初步预测的结果，具体财务 数据公司将在 2025 年半年度报告中详细披露。敬请广大投资 者注意投资风险。 特此公告。 中建西部建 ...

Summary of Key Points Core Viewpoint - The company West Construction (002302) is forecasting a significant net profit loss for the first half of 2025, primarily due to intensified competition in the ready-mixed concrete market and a decline in profit margins [1] Financial Performance - The expected net profit attributable to shareholders for the period from January 1, 2025, to June 30, 2025, is projected to be a loss of 65 million to 130 million yuan, compared to a profit of 5.6288 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is anticipated to be a loss of 155 million to 220 million yuan, compared to a loss of 28.8265 million yuan in the previous year [1] - The basic earnings per share are expected to be a loss of 0.0632 to 0.1147 yuan per share, compared to a loss of 0.0143 yuan per share in the same period last year [1] Market Conditions - The ready-mixed concrete market is experiencing increased competition, which is contributing to the narrowing of gross profit margins [1] - The decline in the cost of major raw materials is not keeping pace with the decrease in sales prices, further impacting profitability [1]

Core Viewpoint - The company has approved a profit distribution plan for the year 2024, which includes a cash dividend distribution of 157,794,288.00 yuan to shareholders, with no stock dividends or capital increases from reserves [1][2]. Profit Distribution Plan - The profit distribution plan was approved at the shareholders' meeting held on May 16, 2025, and will be based on the total share capital as of December 31, 2024 [1]. - The cash dividend will be distributed at a rate of 1.125000 yuan for every 10 shares held, with specific tax treatments for different types of shareholders [2]. - The dividend distribution date is set for June 26, 2025, with the record date for shareholders being June 25, 2025 [2][3]. Dividend Payment Method - Dividends will be directly credited to the shareholders' accounts through their securities companies or other custodial institutions on the payment date [3]. Consultation Information - For inquiries regarding the profit distribution, shareholders can contact the company's board office located in Chengdu, Sichuan Province [4].

证券代码：002302 证券简称：西部建设 公告编号：2025-030 2024 年度分红派息实施公告 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、股东大会审议通过利润分配方案等情况 中建西部建设股份有限公司（以下简称"公司"）2024年度 利润分配方案已经公司2025年5月16日召开的2024年度股东大 会审议通过，具体内容为：以2024年12月31日公司总股本 1,262,354,304股为基数，向全体股东每10股派发现金红利1.25 元（含税），共派发现金红利157,794,288.00元，送红股0股（含 税），不以公积金转增股本。 自利润分配方案披露至实施期间公司股本总额未发生变 化。如在实施权益分派股权登记日前公司总股本发生变动，公 司将维持分配总额不变，相应调整每股分配比例。本次实施的 利润分配方案与股东大会审议通过的利润分配方案及其调整 原则一致，距离股东大会审议通过的时间未超过两个月。 二、本次实施的利润分配方案 1.发放年度：2024年度 2.发放范围：股权登记日（2025年6月25日）下午深圳证券 交易所收市后，在中国证券登记结算有 ...

证券代码：002302 证券简称：西部建设 公告编号：2025-029 第八届十九次董事会决议公告 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、董事会会议召开情况 中建西部建设股份有限公司（以下简称"公司"）第八届十九 次董事会会议通知于 2025 年 6 月 3 日以专人及电子邮件方式送达 全体董事，会议于 2025 年 6 月 6 日在四川省成都市天府新区汉州 路 989 号中建大厦公司会议室以现场结合通讯方式召开，应出席 会议的董事 8 人，实际出席会议的董事 8 人（其中董事侍军凯先 生、张海霞女士、廖中新先生、杨波先生以通讯方式出席会议）。 会议由董事长章维成先生主持，会议的召开符合《中华人民共和 国公司法》《公司章程》及公司《董事会议事规则》等规定。 二、董事会会议审议情况 经与会董事充分讨论，一致通过以下决议： 1.审议通过《关于<2024 年度环境、社会和公司治理（ESG） 报告>的议案》 表决结果：8 票同意，0 票反对，0 票弃权。 三、备查文件 1.公司第八届十九次董事会决议 2.公司第八届董事会战略与投资委员会第八次会议决议 3 ...

Group 1: Market Outlook and Industry Trends - The concrete industry is expected to benefit from policies aimed at expanding domestic demand, particularly through infrastructure projects and urban renewal initiatives, which will provide sustained momentum [1] - Infrastructure construction remains a key driver, with ongoing demand in transportation, energy, and water conservancy sectors in central and western rural areas [1] - The "Belt and Road" initiative is expected to enhance overseas infrastructure market expansion, creating additional growth opportunities for domestic companies [1] Group 2: Financial Performance and Dividend Policy - The company will issue dividends within the regulatory timeframe, ensuring compliance with relevant regulations [2] - The company is focused on high-value product development and has successfully applied numerous special concrete products across various sectors, contributing to its high-quality development [2] Group 3: Pricing and Cost Factors - Concrete prices are influenced by multiple factors, including raw material costs, transportation expenses, market demand, competition, and technological advancements [2] - Fluctuations in cement prices, as a primary raw material, have a direct impact on concrete pricing [2] Group 4: Business Strategy and Market Position - The company is actively transitioning its business structure towards infrastructure, increasing resource allocation in areas such as transportation, water conservancy, energy, and new infrastructure [3] - The company aims to enhance its market share in infrastructure by participating in urban renewal, affordable housing, and public infrastructure projects [3] Group 5: Accounts Receivable Management - The company maintains a low credit risk for accounts receivable, primarily dealing with strong-performing clients such as state-owned enterprises [4] - As the business scales, there may be an increase in accounts receivable, necessitating improved credit management and contract governance to ensure efficient collection [4] Group 6: Market Value Management - The company acknowledges the impact of economic cycles and investor sentiment on stock price fluctuations and is committed to enhancing operational quality and market value management [4] - The company plans to implement strategic planning and operational strategies to improve value creation and maintain a balance between enterprise value and market value [4]

Group 1 - The National Intellectual Property Administration of China has received a patent application for a concrete quality detection method based on a mixing transport vehicle platform, filed by multiple companies including China Construction West Construction Hunan Co., Ltd. and others [1] - The patent, published as CN119974242A, describes a method that involves real-time image collection of concrete during transport, inputting these images into a model to assess quality, and generating a decision plan if anomalies are detected [1] - This method aims to enhance detection efficiency and adaptability by enabling non-contact real-time monitoring of concrete conditions within cement transport vehicles [1] Group 2 - China Construction West Construction Hunan Co., Ltd. was established in 2009, located in Changsha, with a registered capital of 400 million RMB, and has participated in 99 bidding projects and holds 159 patents [1] - China Construction West Construction Group Fifth (Guangdong) Co., Ltd. was founded in 2024 in Dongguan, with a registered capital of 80 million RMB, involved in 9 bidding projects and holds 32 patents [2] - China Construction West Construction Co., Ltd. was established in 2001 in Urumqi, with a registered capital of approximately 1.26 billion RMB, has invested in 30 companies, participated in 72 bidding projects, and holds 674 patents [2] - Haikou Xijian Tongfa Green Building Materials Co., Ltd. was founded in 2019 in Haikou, with a registered capital of 50 million RMB, involved in 9 bidding projects and holds 9 patents [2]