证券代码：002743 证券简称：富煌钢构 公告编号：2025-055 安徽富煌钢构股份有限公司 关于签订《战略合作协议》的公告 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。 特别提示： 1. 本次签署的战略合作协议是基于双方合作意愿和合作原则的框架性、意 向性的约定，后续业务合作的具体实施内容和进度将以另行签订的实际业务合 同协议为准。 2.本次签署的战略合作框架协议不涉及具体金额，对公司2025年度经营业绩 暂不构成重大影响，对公司未来年度经营业绩的影响将视与合作方后续项目的 实施情况确定。 3.公司将根据协议后续进展情况，按照有关规定履行相应的信息披露义务。 敬请广大投资者谨慎决策，注意投资风险。 一、协议签署概况 安徽富煌钢构股份有限公司（以下简称"公司"）近日与中国二十二冶集团 有限公司（以下简称"二十二冶集团"）签署了《战略合作协议》（以下简称"合 作协议"）。为促进、扩大和深化双方的合作，实现优势互补、互利互惠、合作 共赢，共同推动国内外工程总承包、技术应用等领域发展，双方建立战略合作关 系。 公司与二十二冶集团不存在关联关系，合作协议的签署不 ...

Group 1 - The company has signed a strategic cooperation agreement with China 22nd Metallurgical Group Co., Ltd. to promote and expand collaboration in domestic and international engineering contracting and technology application [1] - The agreement is a framework and intention-based arrangement, with specific implementation details to be determined in future business contracts [1] - The agreement does not involve specific monetary amounts and is not expected to have a significant impact on the company's operating performance for the year 2025 [1]

Group 1 - The company has employees holding international standard welding certificates, ensuring project execution [1] - The company will continue to train and recruit talent with various international standard certifications based on project needs [1]

Group 1 - The company, Fuhuang Steel Structure (002743.SZ), has indicated that some employees hold international standard welding certificates [1] - The company will continue to train and recruit talent with various international standard certifications based on project needs, ensuring the smooth execution of all projects [1]

Group 1 - The company, Fuhuang Steel Structure, reported a total of 28,496 shareholders as of August 31, 2025 [2] - As of September 10, 2025, the total number of shareholders decreased to 27,839 [2]

Market Overview - On September 16, the professional engineering sector rose by 0.29% compared to the previous trading day, with Baili Technology leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Performers - Baili Technology (603959) closed at 7.11, up 10.06% with a trading volume of 733,600 shares and a transaction value of 521 million [1] - Donghua Technology (002140) closed at 11.82, up 6.10% with a trading volume of 612,900 shares and a transaction value of 732 million [1] - Rishang Group (002593) closed at 5.43, up 3.04% with a trading volume of 432,500 shares and a transaction value of 232 million [1] Underperformers - Nenghuizhi (301046) closed at 25.27, down 2.43% with a trading volume of 76,500 shares and a transaction value of 191 million [2] - Tongguan Mining Construction (920019) closed at 24.62, down 2.19% with a trading volume of 42,600 shares and a transaction value of 105 million [2] - Bandi Technology (300712) closed at 27.75, down 2.05% with a trading volume of 70,400 shares and a transaction value of 195 million [2] Capital Flow - The professional engineering sector experienced a net outflow of 97.7 million from institutional investors, while retail investors saw a net inflow of 108 million [2][3] - Donghua Technology had a net inflow of 127 million from institutional investors, but a net outflow of 47.7 million from speculative funds [3] - Rishang Group saw a net inflow of 42.2 million from speculative funds, while also experiencing a net outflow of 17.6 million from institutional investors [3]

Market Overview - The Shanghai Composite Index is at 3757.36 points, with a decline of 1.47% and total A-share trading volume of 20349.66 billion yuan [1] - As of now, 73 A-shares have surpassed their annual line, with notable stocks showing significant deviation rates [1] Notable Stocks - Stocks with the highest deviation rates include: - Aibulu (301259) with a deviation rate of 8.09% and a price increase of 10.22% [1] - Gongxiao Daji (000564) with a deviation rate of 8.06% and a price increase of 8.56% [1] - Shenglong Co. (603178) with a deviation rate of 6.11% and a price increase of 10.02% [1] - Other stocks with lower deviation rates that have just crossed the annual line include: - Weiguang Biological, Changjiang Electric Power, and Yunnan Tourism [1] Deviation Rate Rankings - The top stocks by deviation rate on September 4 include: - Aibulu (301259): Latest price 47.35 yuan, annual line 43.81 yuan [1] - Gongxiao Daji (000564): Latest price 2.79 yuan, annual line 2.58 yuan [1] - Shenglong Co. (603178): Latest price 20.54 yuan, annual line 19.36 yuan [1] - Additional stocks with notable performance include: - Wufangzhai (603237) with a deviation rate of 4.78% [1] - Yuanzhu Co. (603886) with a deviation rate of 3.50% [1]

Group 1 - A new company, Henan Fuhuang Construction Co., Ltd., has been established with a registered capital of 80 million yuan [1] - The business scope of the company includes construction engineering contracting, construction engineering design, and road cargo transportation (excluding hazardous goods) [1] - The company is jointly held by Fuhuang Steel Structure (002743) and other stakeholders [1]

Group 1 - Henan Fuhuang Construction Engineering Co., Ltd. was recently established with a registered capital of 80 million yuan [1][2] - The company's business scope includes construction engineering contracting, construction engineering design, and road freight transportation (excluding hazardous goods) [1][2] - The company is co-owned by Fuhuang Steel Structure (002743) and other shareholders [1][3] Group 2 - The major shareholder, Anhui Fuhuang Steel Structure Co., Ltd., holds a 40% stake, contributing 32 million yuan [3] - Henan Tianding Building Assembly Technology Co., Ltd. and Henan Chengxin Construction Engineering Co., Ltd. each hold a 30% stake, contributing 24 million yuan each [3] - The company is registered in Nanyang City, Henan Province, and is classified under the civil engineering construction industry [2]

Core Viewpoint - The financial performance of Fuhuang Steel Structure (002743) for the first half of 2025 shows a decline in revenue and net profit compared to the previous year, indicating potential challenges in the company's operations and financial health [1][2]. Financial Performance Summary - Total revenue for the first half of 2025 was 1.92 billion yuan, a decrease of 8.01% year-on-year [1]. - Net profit attributable to shareholders was 30.63 million yuan, down 19.03% year-on-year [1]. - In Q2 2025, total revenue was 988 million yuan, a decline of 15.6% year-on-year, with net profit of 13.21 million yuan, down 37.34% year-on-year [1]. - The gross profit margin increased to 13.32%, up 4.46% year-on-year, while the net profit margin decreased to 1.73%, down 6.58% year-on-year [1]. - Total operating expenses (selling, administrative, and financial expenses) amounted to 144 million yuan, accounting for 7.48% of revenue, an increase of 1.56% year-on-year [1]. Cash Flow and Debt Analysis - The net cash flow from operating activities increased significantly by 292.23%, attributed to higher project collections [2]. - The net cash flow from investing activities decreased by 180.53% due to increased investment expenditures [2]. - The net cash flow from financing activities decreased by 114.77% due to the repayment of maturing debts [2]. - The cash and cash equivalents increased by 120.2% due to improved project collections [2]. Company Metrics and Ratios - The company's return on invested capital (ROIC) was 3.28%, indicating weak capital returns [2]. - The average operating cash flow over the past three years has been negative, raising concerns about liquidity [3]. - The ratio of accounts receivable to net profit reached 6294.24%, highlighting potential issues with receivables management [3]. - The company’s interest-bearing debt ratio has reached 35.69%, indicating a significant level of leverage [3].