Core Insights - The housing construction sector experienced a slight decline of 0.0% on November 6, with Shanghai Construction leading the losses [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Sector Performance - The housing construction sector's individual stock performance varied, with Chongqing Construction seeing a significant increase of 10.06% to a closing price of 3.61 [1] - Other notable performances included: - High-tech Development: up 0.46% to 48.02 - China State Construction: unchanged at 5.42 - Ningbo Construction: down 0.18% to 5.55 - Shanghai Construction: down 1.98% to 2.97 [1] Capital Flow Analysis - The housing construction sector saw a net outflow of 183.24 thousand yuan from institutional investors and 2188.89 thousand yuan from speculative funds, while retail investors contributed a net inflow of 2372.13 thousand yuan [1] - Detailed capital flow for key stocks included: - China State Construction: net inflow of 10.2 million yuan from institutional investors, but net outflows from speculative and retail investors [2] - Chongqing Construction: net inflow of 7.5 million yuan from institutional investors, with net outflows from speculative and retail investors [2] - Zhejiang Construction: minimal net inflow from institutional investors and a net inflow from speculative investors [2]

Group 1 - The company is currently undergoing a review process for its acquisition, which was accepted by the Shenzhen Stock Exchange on June 27, 2025, after experiencing delays due to overdue evaluation materials [1] - The company emphasizes its commitment to comply with relevant laws and regulations regarding information disclosure and will provide updates through official announcements [2]

Group 1 - The housing construction sector experienced a decline of 0.22% on November 4, with high-tech development leading the drop [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] - Major stocks in the housing construction sector showed mixed performance, with Zhejiang Construction rising by 0.32% and High-Tech Development falling by 3.15% [1] Group 2 - The net outflow of main funds in the housing construction sector was 250 million yuan, while retail funds saw a net inflow of 123 million yuan [1] - The table of fund flows indicates that China State Construction had a net inflow of 19.29 million yuan from main funds, while High-Tech Development faced a significant outflow of 85.87 million yuan [2] - Retail investors showed a preference for stocks like High-Tech Development, which had a net inflow of 52.04 million yuan despite the overall negative trend [2]

Core Insights - Zhejiang Construction Investment (002761.SZ) reported a total operating revenue of 60.397 billion yuan for Q3 2025, ranking 4th among disclosed peers, with a year-on-year increase of 2.78% [1] - The net profit attributable to shareholders was 151 million yuan, reflecting an 8.30% year-on-year increase [1] - The company experienced a net cash outflow from operating activities of 1.431 billion yuan, ranking 3rd among peers, with a year-on-year improvement of 671 million yuan [1] Financial Metrics - The latest debt-to-asset ratio stands at 91.91% [3] - The gross profit margin is 4.76%, up by 0.29 percentage points from the same period last year [3] - Return on equity (ROE) is reported at 1.75% [3] - The diluted earnings per share (EPS) increased to 0.08 yuan, a rise of 15.26% year-on-year [3] - Total asset turnover ratio is 0.50 times, ranking 1st among peers, with a year-on-year increase of 3.50% [3] - Inventory turnover ratio is 40.82 times, ranking 2nd among peers, with a significant year-on-year increase of 212.92% [3] Shareholder Structure - The number of shareholders is reported at 89,000, with the top ten shareholders holding 591 million shares, accounting for 54.68% of total equity [3] - The largest shareholder is Zhejiang State-owned Capital Operation Co., Ltd., holding 35.8% of shares [3]

Core Insights - Zhejiang Construction Investment was established in December 2006 and listed on the Shenzhen Stock Exchange in June 2015, being the first listed construction company in China [1] - The company specializes in construction contracting, industrial manufacturing, engineering services, and infrastructure investment operations, with a focus on ecological landscaping, rural revitalization, and green building concepts [1] Financial Performance - As of Q3 2025, Zhejiang Construction Investment reported revenue of 60.397 billion, ranking 4th in the industry, significantly lower than the top competitor China State Construction's 1558.22 billion and Shanghai Construction's 158.078 billion [2] - The company's net profit stood at 0.278 billion, also ranking 4th, far below China State Construction's 49.342 billion and Shaanxi Construction's 1.198 billion [2] Financial Ratios - The asset-liability ratio for Q3 2025 was 91.91%, higher than the previous year's 91.45% and above the industry average of 84.72% [3] - The gross profit margin was 4.76%, an increase from 4.47% year-on-year, but still below the industry average of 10.96% [3] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 0.88% to 89,000, while the average number of circulating A-shares held per shareholder decreased by 0.87% to 12,200 [5] - Notable changes among the top ten circulating shareholders included a decrease in holdings for several ETFs, while one ETF saw an increase [5]

Core Viewpoint - Zhejiang Construction Investment (002761) announced that the company has no overdue guarantees [1] Group 1 - The company released an announcement on the evening of October 30 [1]

证券代码：002761 证券简称：浙江建投 公告编号：2025-110 根据《企业会计准则》和浙江省建设投资集团股份有限公司（以下简称"公司"）会计 政策的相关规定，为更加真实、准确地反映公司 2025 年 9 月 30 日的资产状况和 2025 年 1-9 月份的财务状况，公司及下属子公司基于谨慎性原则，对各类资产进行了清查、分析和 评估，对部分可能发生信用减值或资产减值的资产计提了减值准备，具体情况如下： 一、本次计提资产减值准备情况概述 根据《企业会计准则》以及公司会计政策、会计估计的相关规定，本着谨慎性原则，公 司及下属子公司对2025年9月30日的预付款项、应收款项、存货、合同资产、长期股权投 资、长期应收款、固定资产、无形资产及商誉等资产进行了减值测试，判断存在可能发生减 值的迹象。经过测试，公司对可能发生减值的应收票据、应收款项、其他应收款、合同资产、 商誉计提了减值准备。 本次计提资产减值准备共计695,365,802.62元，具体资产减值准备明细表如下： 单位：元 | 项 目 | 本期数 | 占2025年1-9月份归属于上市公司股 | | --- | --- | --- | | | （负数为 ...

证券代码：002761 证券简称：浙江建投 公告编号：2025-111 浙江省建设投资集团股份有限公司 关于在 2025 年度担保额度内对控股子公司调剂担保额度的公告 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。 一、担保情况概述 浙江省建设投资集团股份有限公司（以下简称"公司"）分别于 2025 年 4 月 25 日、 2025 年 5 月 19 日召开第四届董事会第四十八次会议及 2024 年度股东大会审议通过《关 于公司 2025 年度担保预计额度的议案》，同意自 2024 年度股东大会至 2025 年度股东 大会止，公司及全资和控股子公司提供总额不超过 214 亿元的担保，其中预计向公司合并 报表范围内企业提供总额不超过 202.52 亿元的担保，预计向合并报表范围外的参股公司 按持股比例提供总额不超过 11.48 亿元的担保。具体内容详见公司于 2025 年 4 月 29 日 披露的《关于公司 2025 年度担保预计额度的公告》。 单位：万元 | | 担保调 | 最近一期经 | | 已审批 | 已使用 | | 调整后 | 调整后 | | --- | ...

关于 2025 年第三季度主要经营情况的公告 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。 一、1-9月新签合同情况 经初步统计，2025年1月至9月，浙江省建设投资集团股份有限公司（简称"公司"） 及下属子公司累计新签合同金额为人民币1180.28亿元（其中建筑施工业务新签合同金额为 944.42亿元）。 二、7-9 月新签较大建筑施工合同情况 2025 年 7 月至 9 月，公司新签单笔合同金额在 10 亿元人民币以上的较大建筑施工合 同情况如下： | 序号 | 项目（合同名称） | 合同金额（亿元） | 披露日期 | | --- | --- | --- | --- | | 1 | 奉化山海经济走廊莼尚智造产业 | 49.12 | 2025.08.16 | | | 园及配套基础设施建设项目 | | | 证券代码：002761 证券简称：浙江建投 公告编号：2025-109 浙江省建设投资集团股份有限公司 注：上述项目具体请见公司于 2025 年 8 月 16 日在巨潮资讯网披露的《关于子公司收到中 标通知书的自愿信息披露公告》（公告编号：2025-085 ...

证券代码：002761 证券简称：浙江建投 公告编号：2025-107 为支持公司全资子公司浙江建投城市运营集团有限公司（以下简称 "浙建城运"）业 务发展，满足其项目资金需求，拟对 2025 年度浙建城运的担保预计额度调整至 7,950 万 元，同时将浙江省建设投资集团股份有限公司（母公司）的担保预计额度 42,000 万元调 减至 34,050 万元。本次调剂后公司 2025 年度融资担保额度不变，担保额度有效期不变， 仍为自公司 2024 年年度股东大会审议通过之日起至 2025 年年度股东大会召开之日止。 详见公司同日于巨潮资讯网（www.cninfo.com.cn）披露的《关于在 2025 年度担保额度 浙江省建设投资集团股份有限公司 第四届监事会第三十九次会议决议公告 本公司及监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。 2025 年 10 月 30 日，浙江省建设投资集团股份有限公司（以下称"公司"）第四届 监事会第三十九次会议在浙江省杭州市西湖区文三西路 52 号建投大厦会议室以现场结合 通讯形式召开。会议通知已于 2025 年 10 月 24 日以 ...