Core Insights - The housing construction sector experienced a decline of 0.26% on October 24, with Chongqing Construction leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Sector Performance - The housing construction sector's individual stock performance showed mixed results, with Dragon Construction rising by 0.56% to a closing price of 3.62, while Chongqing Construction fell by 1.73% to 3.41 [1] - The trading volume and turnover for key stocks in the sector included: - Dragon Construction: 426,500 shares, turnover of 156 million yuan - China State Construction: 1,613,100 shares, turnover of 921 million yuan - Chongqing Construction: 156,400 shares, turnover of 53.42 million yuan [1] Capital Flow - The housing construction sector saw a net outflow of 55.39 million yuan from main funds, while speculative funds had a net inflow of 62.89 million yuan, and retail investors experienced a net outflow of 7.50 million yuan [1] - Detailed capital flow for individual stocks indicated: - Dragon Construction: Main funds net inflow of 34.36 million yuan, speculative funds net inflow of 11.10 million yuan, retail net outflow of 23.25 million yuan - Chongqing Construction: Main funds net outflow of 4.39 million yuan, retail net inflow of 4.99 million yuan [2]

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"）。 公司于2025年10月22日完成对本次交易申请文件中记载的财务资料、评估资料的 更新工作，并向深交所提交恢复审核申请。 2025年10月23日，深交所同意恢复审核本次交易事项。 本次交易尚需深交所审核通过以及中国证券监督管理委员会同意注册后方可实施。 本次交易最终能否取得相关部门的审核或注册，以及最终取得审核或注册的时间均存在 不确定性。 公司将根据本次交易的进展情况，严格按照相关法律法规的规定和要求及时履行信 息披露义务。本次交易有关信息均以公司在指定信息披露媒体发布的公告为准，敬请广 大投资者关注公司后续公告，注意投资风险。 证券代码：002761 证券简称：浙江建投 公告编号：2025-105 浙江省建设投资集团股份有限公司 关于收到深圳证券交易所恢复审核通知的公告 ...

Core Viewpoint - Zhejiang Construction Investment plans to acquire stakes in three construction groups through a share issuance, indicating a strategic move to enhance its market position and operational capacity [1] Group 1: Transaction Details - The company intends to purchase a 13.05% stake in Zhejiang First Construction Group, a 24.73% stake in Zhejiang Second Construction Group, and a 24.78% stake in Zhejiang Third Construction Group [1] - The acquisition will be financed by issuing shares to Guoxin Jianyuan Equity Investment Fund Partnership [1] - The company has completed updates on financial and evaluation materials related to the transaction and submitted a resumption review application to the Shenzhen Stock Exchange [1] Group 2: Regulatory Approval - On October 23, 2025, the Shenzhen Stock Exchange agreed to resume the review of the transaction [1] - The transaction is subject to approval from the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission, introducing uncertainty regarding the final approval timeline [1]

Market Performance - The housing construction sector increased by 0.59% compared to the previous trading day, with Shaanxi Construction leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Shaanxi Construction (600248) closed at 3.98, up 1.02% with a trading volume of 246,400 shares and a turnover of 97.49 million yuan [1] - China State Construction (601668) closed at 5.72, up 0.88% with a trading volume of 1.82 million shares and a turnover of 1.033 billion yuan [1] - Other notable stocks include Ningbo Construction (601789) at 5.47 (+0.37%), Chongqing Construction (600939) at 3.47 (+0.29%), and Zhejiang Construction Investment (002761) at 9.49 (+0.11%) [1] Capital Flow - The housing construction sector experienced a net outflow of 58.35 million yuan from institutional investors and 48.49 million yuan from speculative funds, while retail investors saw a net inflow of 107 million yuan [1] - China State Construction had a net inflow of 70.26 million yuan from institutional investors, while experiencing a net outflow of 89.02 million yuan from speculative funds [2] - Shaanxi Construction saw a net inflow of 13.76 million yuan from institutional investors, but a net outflow of 6.90 million yuan from speculative funds [2]

Core Viewpoint - Zhejiang Construction Investment Group Co., Ltd. is proceeding with a transaction to acquire minority stakes in three construction companies through a share issuance, while also raising matching funds from a state-owned capital operation company [2][26]. Group 1: Board Meeting Decisions - The board approved the proposal related to the issuance of shares for asset acquisition and fundraising, including the extension of audit and valuation reports [2][15]. - The board confirmed that the necessary audits and evaluations were conducted as of June 30, 2025, to maintain the validity of the assessment materials during the review period [3][17]. - The board's decisions were made in compliance with relevant laws and regulations, and no shareholder meeting approval is required for the proposals [7][12]. Group 2: Transaction Details - The company plans to acquire 13.05% of Zhejiang First Construction Group, 24.73% of Zhejiang Second Construction Group, and 24.78% of Zhejiang Third Construction Group [26][30]. - The transaction involves issuing shares to Guoxin Jianyuan Equity Investment Fund (Chengdu) and raising additional funds from Zhejiang State-owned Capital Operation Co., Ltd. [2][30]. - The company has submitted a request to the Shenzhen Stock Exchange to resume the review of the transaction after completing the necessary updates and supplementary materials [9][28]. Group 3: Audit and Valuation Reports - Tianjian Accounting Firm and Kunyu Asset Appraisal Co., Ltd. provided updated audit and valuation reports for the transaction, which were approved by the board and the supervisory board [4][17]. - The audit reports and valuation reports are to be used for information disclosure and as submission materials to regulatory authorities [4][17]. Group 4: Voting Results - The voting results for the proposals showed unanimous support from the board members present, with no objections or abstentions noted [6][11][22].

目 录 | 一、审阅报告…………………………………………………………… | | | 第 1 | 页 | | --- | --- | --- | --- | --- | | 二、备考合并财务报表………………………………………………第 | | | 2—3 | 页 | | （一）备考合并资产负债表………………………………………… | | | 第 2 | 页 | | （二）备考合并利润表……………………………………………… | | | 第 3 | 页 | | 三、备考合并财务报表附注………………………………………第 | | 4—141 | | 页 | | 四、附件 ……………………………………………………… | 第 | 142—146 | | 页 | | （一）本所营业执照复印件…………………………………… | | 第 | 142 | 页 | | （二）本所执业证书复印件…………………………………… | | 第 | 143 | 页 | | （三）本所从事证券服务业务备案完备证明材料…………… | | 第 | 144 | 页 | | （四）签字注册会计师资格证书复印件 ……………… | 第 | 145—146 | | ...

目 录 | 一、审计报告……………………………………………………… | 第 1—6 页 | | --- | --- | | 二、财务报表……………………………………………………… | 第 7—14 页 | | （一）合并及母公司资产负债表…………………………… | 第 7—8 页 | | （二）合并及母公司利润表…………………………………… | 第 9 页 | | （三）合并及母公司现金流量表……………………………… | 第 10 页 | | （四）合并及母公司所有者权益变动表……………………第 | 11—14 页 | | 三、财务报表附注……………………………………………… 第 | 15—145 页 | | 四、附件…………………………………………………………第 | 146—150 页 | | （一）本所营业执照复印件…………………………………… | 第 146 页 | | （二）本所执业证书复印件…………………………………… | 第 147 页 | | （三）本所从事证券服务业备案资料复印件………………… | 第 148 页 | | （四）本所签字注册会计师执业证书复印件……………第 | 149—150 ...

本资产评估报告依据中国资产评估准则编制 浙江省建设投资集团股份有限公司 拟发行股份购买资产涉及的 浙江省一建建设集团有限公司 股东全部权益价值评估项目 资 产 评 估 报 告 坤元评报〔2025 〕923 号 (共二册 第一册) H 中国资产评估协会 资产评估业务报告备案回执 | 报告编码: | 3333020001202500952 | | | --- | --- | --- | | 合同编号: | H-HZ25-001410 | | | 报告类型: | 法定评估业务资产评估报告 | | | 报告文号: | 坤元评报(2025) 923号 | | | 报告名称: | 报告 | 浙江省建设投资集团股份有限公司拟发行股份购买资产涉及的浙 江省一建建设集团有限公司股东全部权益价值评估项目资产评估 | | 评估结论: | 1.803.098.573.23元 | | | 评估报告日: | 2025年10月22日 | | | 评估机构名称: | 坤元资产评估有限公司 | | | | (资产评估师) 王传军 | 正式会员 编号:33000016 | | 签名人员: | (资产评估师) 应朋云 | 正式会员 编号:3304 ...

本资产评估报告依据中国资产评估准则编制 浙江省建设投资集团股份有限公司 拟发行股份购买资产涉及的浙江省三建 建设集团有限公司股东全部权益价值评估项目 资 产 评 估 报 告 坤元评报〔2025〕925 号 （共二册 第一册） 坤元资产评估有限公司 2025 年 10 月 22 日 | 报告编码: | 3333020001202500953 | | | | --- | --- | --- | --- | | 合同编号: | H-HZ25-001410 | | | | 报告类型: | 法定评估业务资产评估报告 | | | | 报告文号: | 坤元评报(2025) 925号 | | | | 报告名称: | 报告 | | 浙江省建设投资集团股份有限公司拟发行股份购买资产涉及的浙 江省三建建设集团有限公司股东全部权益价值评估项目资产评估 | | 评估结论: | 1.685.330.112.98元 | | | | 评估报告日: | 2025年10月22日 | | | | 评估机构名称: | 坤元资产评估有限公司 | | | | | 王传军 (资产评估师) | | 正式会员 编号:33000016 | | 签名人员: | ...

| 报告编码: | 3333020001202500954 | | | --- | --- | --- | | 合同编号: | H-HZ25-001410 | | | 报告类型: | 法定评估业务资产评估报告 | | | 报告文号: | 坤元评报(2025) 924号 | | | 报告名称: | 报告 | 浙江省建设投资集团股份有限公司拟发行股份购买资产涉及的浙 江省二建建设集团有限公司股东全部权益价值评估项目资产评估 | | 评估结论: | 2.337.686.623.84元 | | | 评估报告日: | 2025年10月22日 | | | 评估机构名称: | 坤元资产评估有限公司 | | | | 王传军 (资产评估师) | 正式会员 编号:33000016 | | 签名人员: | 应丽云 (资产评估师) | 正式会员 编号:33040033 | | | 章陈秋 (资产评估师) | 正式会员 编号:33100007 | | | 王传军、应丽云、章陈秋已实名认可 | | 本资产评估报告依据中国资产评估准则编制 浙江省建设投资集团股份有限公司 拟发行股份购买资产涉及的 浙江省二建建设集团有限公司 股东全部权益价 ...