Core Viewpoint - The company, Xibu Construction, anticipates a net profit loss of 550 million to 880 million yuan for the fiscal year 2025, compared to a loss of 263 million yuan in the same period last year [1] Group 1: Financial Performance - The expected net profit loss for 2025 is significantly higher than the previous year's loss, indicating a worsening financial situation [1] - The company is facing increased competition in the ready-mixed concrete market, which is contributing to the anticipated losses [1] Group 2: Market Conditions - The market price for ready-mixed concrete in the company's coverage area is on a downward trend, exacerbating the financial challenges [1] - The decline in the cost of key raw materials is not keeping pace with the decrease in sales prices, leading to a reduced gross profit margin for ready-mixed concrete sales [1]

证券代码：002302 证券简称：西部建设 公告编号：2026-003 二、与会计师事务所沟通情况 公司已就本期业绩预告有关事项与年报审计会计师事务 所进行了预沟通，公司与会计师事务所在业绩预告方面不存在 分歧。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 报告期内，商品混凝土市场竞争加剧，公司覆盖区域商品 混凝土市场价格呈现下行趋势。与此同时，主要原材料成本降 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滑。 2025 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。 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 12 月 31 日 | 项 目 | | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市 | | | | | | | | 公司股东的 | 亏损：55,000 | 万元- | 88,000 | 万元 | 亏损：26,252.59 | 万元 | | 净利润 | ...

Group 1 - The core viewpoint of the article highlights the operational performance of Western Construction (002302.SZ) in the fourth quarter of 2025, indicating a mixed performance in concrete contract signing and sales volume [2] Group 2 - The company reported a concrete contract signing volume of 41.85 million cubic meters in Q4 2025, representing a year-on-year increase of 4.98% [2] - The sales volume for the same period was 15.24 million cubic meters, showing a year-on-year decline of 5.86% [2]

Group 1 - The core point of the article is that Xibu Construction (002302.SZ) reported its operational performance for the fourth quarter of 2025, highlighting a mixed performance in concrete contract and sales volumes [1] Group 2 - The concrete contract volume for the fourth quarter of 2025 reached 41.85 million cubic meters, representing a year-on-year increase of 4.98% [1] - The concrete sales volume for the same period was 15.24 million cubic meters, showing a year-on-year decline of 5.86% [1]

Group 1 - The core point of the article is that Western Construction (002302.SZ) reported a decrease in concrete sales volume for the fourth quarter of 2025, amounting to 15.2386 million cubic meters, which represents a year-on-year decline of 5.86% [1]

| 项目 | 2025 | 年第四季度 | 较上年同期变动 | | | --- | --- | --- | --- | --- | | 签约量 | | 4,185.19 | | 4.98% | | 销售量 | | 1,523.86 | | -5.86% | 证券代码：002302 证券简称：西部建设 公告编号：2026-002 2025 年第四季度经营情况简报 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。 现将中建西部建设股份有限公司（以下简称"公司"）2025 年 第四季度主要经营情况公布如下，供各位投资者参阅： 一、混凝土签约及销售情况 单位：万方 特此公告。 二、重大项目签约情况 中建西部建设股份有限公司 2025 年第四季度，公司签约量超 10 万方的重大项目如下： 董事会 单位：万方 | 序号 | 施工地点 | 项目合同名称 | 签约量 | | --- | --- | --- | --- | | 1 | 福建 | 华能霞浦核电项目压水堆一期工程混凝土 | 189.30 | | | | 搅拌站建设、运维、混凝土供应工程 | | | 2 | 湖北 | ...

Group 1 - The cement sector experienced a decline of 0.92% on January 16, with Jinyu Group leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] - Key stocks in the cement sector showed varied performance, with Xizang Tianlu rising by 3.02% to a closing price of 11.25, while Jinyu Group fell by 9.95% to 1.90 [1][2] Group 2 - The cement sector saw a net inflow of 126 million yuan from institutional investors, while retail investors experienced a net outflow of 161 million yuan [2] - The trading volume for Xizang Tianlu was 1.2037 million hands, with a transaction value of 1.37 billion yuan, indicating strong interest despite the overall sector decline [1][2] - The main capital inflow was concentrated in stocks like Xizang Tianlu and Guotong Shares, with net inflows of 207 million yuan and 16.56 million yuan respectively [3]

（文章来源：证券日报） 证券日报网讯 1月12日，西部建设在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东总 户数为63898户。 ...

Core Viewpoint - The company has signed a guarantee contract with China Construction Bank to support its subsidiary's credit business, indicating a strategic move to ensure operational stability and financial backing for its subsidiary [1] Group 1: Guarantee Details - The company signed a maximum guarantee contract of 60 million yuan for its wholly-owned subsidiary, China Construction West Guizhou Co., Ltd [1] - The guarantee covers the principal debt, interest, penalties, and related costs for debt realization, with a guarantee period of three years from the maturity of the principal debt [1] - This guarantee is within the company's total guarantee limit of 80 million yuan for the Guizhou subsidiary, aimed at supporting its normal production and operations [1] Group 2: Financial Position - As of the announcement date, the total amount of outstanding external guarantees for the company and its consolidated subsidiaries is 580 million yuan [1] - This amount represents 6.12% of the company's audited net assets attributable to the parent company for the fiscal year 2024 [1] - There are no overdue guarantees reported by the company [1]

每经头条（nbdtoutiao）——年产量是传统大田120倍以上，1个人管理1栋楼！实探中国"植物工厂"：水 稻生产期从120天减到60天，没有虫害不用打农药 （记者 曾健辉） 每经AI快讯，西部建设1月12日晚间发布公告称，截至公告日，公司及合并报表范围内的各级子公司尚 未到期的对外担保总额为5.8亿元，全部为对合并报表范围内的各级子公司担保，占公司2024年度经审 计合并报表归属于母公司净资产的6.12%。 ...