证券代码：002761 证券简称：浙江建投 公告编号：2025-099 债券代码:127102 债券简称：浙建转债 浙江省建设投资集团股份有限公司 关于 2025 年第三季度可转换公司债券转股情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 15 号— —可转换公司债券》的有关规定，浙江省建设投资集团股份有限公司（以下简称"公司"）现 将公司 2025 年第三季度可转换公司债券（以下简称"可转债"）转股及公司股份变动的情况公 告如下： 一、可转换公司债券发行上市基本情况 （一）可转债上市发行情况 经中国证券监督管理委员会"证监许可〔2023〕2124 号"文予以注册，公司于 2023 年 12 月 25 日公开发行了 1,000 万张可转债，每张面值 100 元，发行总额 10 亿元。 经深交所同意，公司 100,000 万元可转换公司债券于 2024 年 1 月 16 日起在深交所挂牌 交易，债券简称"浙建转债"，债券代码"127102"。 （二）可转换公司债券转 ...

Core Insights - The housing construction sector experienced a 2.22% increase on October 9, with high new development leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Sector Performance - High New Development (code: 000628) led the sector with a closing price of 55.70, up 6.20%, and a trading volume of 235,500 shares, amounting to a transaction value of 1.294 billion [1] - Shanghai Construction (code: 600170) followed with a closing price of 3.09, up 4.75%, and a trading volume of 8.0476 million shares, with a transaction value of 245.6 million [1] - China State Construction (code: 601668) closed at 5.56, up 2.02%, with a trading volume of 2.9175 million shares and a transaction value of 1.609 billion [1] Capital Flow - The housing construction sector saw a net inflow of 242 million in main funds, while retail funds experienced a net outflow of 93.2688 million [1] - Main fund inflows for Shanghai Construction were 154 million, while retail funds saw a net outflow of 93.9567 million [2] - High New Development had a main fund inflow of 82.5687 million, with retail funds experiencing a net outflow of 62.5668 million [2]

Group 1 - The company, Zhejiang Construction Investment Group Co., Ltd., has announced a potential downward adjustment of the conversion price for its convertible bonds due to the stock price being below 85% of the current conversion price for 10 consecutive trading days [1][7] - The current conversion price is set at 10.91 CNY per share, with the conversion period from July 1, 2024, to December 24, 2029 [1][4] - The company will hold a board meeting to decide on the adjustment if the conditions are triggered, and will disclose the decision in a timely manner [1][7] Group 2 - The company issued 10 million convertible bonds with a total value of 1 billion CNY, which began trading on January 16, 2024 [2] - The conversion price was adjusted from 11.01 CNY to 10.96 CNY per share following a profit distribution plan approved at the 2023 annual general meeting [3] - A further adjustment of the conversion price to 10.91 CNY per share was approved at the 2024 annual general meeting, effective from July 17, 2025 [4][5] Group 3 - The downward adjustment clause states that if the stock price is below 85% of the conversion price for at least 15 out of 30 consecutive trading days, the board can propose a price adjustment [5][6] - The adjusted conversion price must not be lower than the higher of the average stock price over the 20 trading days prior to the meeting and the net asset value per share [5][6] - The company is required to publish relevant announcements regarding the adjustment process and timelines [6][7] Group 4 - The company is in the process of acquiring stakes in several construction groups and has been updating financial documents to maintain their validity during the review period [10][14] - The company has held multiple board meetings to approve related proposals and is actively working with intermediaries to address inquiries from the Shenzhen Stock Exchange [11][12][13] - The financial data used for the transaction application has expired, necessitating an updated audit and submission of new materials [14]

证券代码:002761 证券简称:浙江建投 公告编号:2025-097 债券代码:127102 债券简称:浙建转债 浙江省建设投资集团股份有限公司 关于预计触发可转债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内容的真实、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：002761 证券简称：浙江建投 5、自 2025 年 9 月 3 日至 2025 年 9 月 30 日，浙江省建设投资集团股份有限公司（以下 简称"公司"）股票已有 10 个交易日的收盘价低于当期转股价格的 85%，预计将可能触发"浙 建转债"转股价格向下修正条件。若触发条件，公司将于触发条件当日召开董事会审议决定是 否修正转股价格，并及时履行信息披露义务。 一、可转债上市发行概况 1、可转债发行、上市情况 经中国证券监督管理委员会"证监许可〔2023〕2124 号"文予以注册，公司于 2023 年 12 月 25 日公开发行了 1,000 万张可转债，每张面值 100 元，发行总额 10 亿元。本次发行的 可转债向公司在股权登记日收市后中国结算深圳分公司登记在册的原股东优先配售，原股东优 ...

证券代码：002761 证券简称：浙江建投 公告编号：2025-098 浙江省建设投资集团股份有限公司 关于发行股份购买资产暨关联交易申报文件 财务资料更新的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假 记载、误导性陈述或重大遗漏。 浙江省建设投资集团股份有限公司（以下简称"公司"）拟以发行股份的方式向国 新建源股权投资基金（成都）合伙企业（有限合伙）购买浙江省一建建设集团有限公司 13.05%股权、浙江省二建建设集团有限公司24.73%股权、浙江省三建建设集团有限公 司24.78%股权，同时向浙江省国有资本运营有限公司发行股份募集配套资金（以下简称 "本次交易"）。 截至本公告日，因公司提交的本次交易申请文件中记载的财务资料已过有效期，为 保持审核期间财务资料的有效性，公司需要对本次交易涉及的相关资产进行加期审计， 并补充提交相关资料。 2025年9月1日，因公司提交的本次交易申请文件中记载的评估资料已过有效期，为 保持审核期间评估资料的有效性，公司需要对本次交易涉及的相关资产进行加期评估， 并补充提交相关资料，按照《深圳证券交易所上市公司重大资产重组审核规则》的相关 规定，深 ...

Group 1 - The core viewpoint is that Zhejiang Construction Investment (002761) is addressing its high debt levels through various measures aimed at improving quality and efficiency, as well as optimizing its debt structure [1] Group 2 - The construction industry generally has a high asset-liability ratio, which is a common characteristic across the sector [1] - The company is actively working to reduce its asset-liability levels through comprehensive initiatives [1]

Core Insights - The housing construction sector experienced a slight increase of 0.2% on September 29, with Zhejiang Construction leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up by 0.9%, while the Shenzhen Component Index closed at 13479.43, up by 2.05% [1] Sector Performance - Zhejiang Construction (002761) closed at 9.21, with a rise of 1.10% and a trading volume of 135,500 shares, amounting to a transaction value of 124 million yuan [1] - Other notable stocks included Shanghai Construction (600170) with a 1.01% increase, Shaanxi Construction (600248) up by 0.52%, and China State Construction (601668) with a minor increase of 0.18% [1] - Conversely, companies like Gaoxin Development (000628) and Longyuan Construction (600491) saw declines of 1.11% and 1.14%, respectively [1] Capital Flow Analysis - The housing construction sector saw a net outflow of 161 million yuan from institutional investors, while retail investors contributed a net inflow of 142 million yuan [1] - The detailed capital flow indicated that Zhejiang Construction had a net inflow of 1.12% from institutional investors, while Longyuan Construction and Shaanxi Construction experienced net outflows of 4.95% and 7.28%, respectively [2] - Notably, China State Construction faced a significant net outflow of 83.57 million yuan, indicating a challenging environment for larger firms in the sector [2]

Group 1 - The company is actively seizing industrial development opportunities and continuously deepening its strategic layout in new industries and new tracks [1] - The company is progressing with the asset acquisition and related party transaction, with the evaluation work being carried out in an orderly manner [1] - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations based on the progress of the transaction [1]

债券代码：148474.SZ 债券简称：23浙建Y1 浙江省建设投资集团股份有限公司2023年面向专业投资者公开发 行可续期公司债券(第一期)兑付暨摘牌公告 本公司及董事会全体成员保证本公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要提示： 债券简称：23浙建Y1 债券代码：148474.SZ 债权登记日：2025年9月26日 一、本期债券的基本情况 1.发行人：浙江省建设投资集团股份有限公司 2.债券名称：浙江省建设投资集团股份有限公司2023年面向专业投资者公开 发行可续期公司债券(第一期) 3.债券简称：23浙建Y1 4.债券代码：148474.SZ 最后交易日：2025年9月26日 兑付日：2025年9月29日 摘牌日：2025年9月29日 计息期间：2024年9月27日至2025年9月26日 浙江省建设投资集团股份有限公司2023年面向专业投资者公开发行可续 期公司债券(第一期)将于2025年9月29日支付自2024年9月27日至2025年9月26日 期间的利息和本期债券的本金。 为保证还本付息工作的顺利进行，现将有关事项公告如下： 5.债券余额：3.70 亿 6.债券期限 ...

Market Overview - The housing construction sector increased by 0.24% on September 24, with Chongqing Construction leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Notable stock performances include: - Chongqing Construction (600939) closed at 3.37, up 2.43% with a trading volume of 157,300 shares and a turnover of 52.29 million yuan - Ningbo Construction (601789) closed at 5.52, up 2.03% with a trading volume of 487,700 shares and a turnover of 266 million yuan - Longyuan Construction (600491) closed at 3.50, up 1.74% with a trading volume of 262,400 shares and a turnover of 90.79 million yuan - China State Construction (601668) closed at 5.53, down 0.36% with a trading volume of 2,109,500 shares and a turnover of 1.166 billion yuan - Shanghai Construction (600170) closed at 3.25, down 7.14% with a trading volume of 14,762,500 shares and a turnover of 4.783 billion yuan [1] Capital Flow - The housing construction sector experienced a net outflow of 913 million yuan from institutional investors, while retail investors saw a net inflow of 766 million yuan [1] - The capital flow for individual stocks shows: - Ningbo Construction had a net inflow of 16.41 million yuan from institutional investors, while retail investors had a net outflow of 16.34 million yuan [2] - Chongqing Construction had a net inflow of 11.64 million yuan from institutional investors, with retail investors also experiencing a net outflow [2] - Shanghai Construction had a significant net outflow of 82.50 million yuan from institutional investors, but retail investors had a net inflow of 689 million yuan [2]