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]

Core Viewpoint - Zhejiang Construction Investment announced that the asset purchase and related transaction is delayed due to the expiration of the assessment materials in the application documents, necessitating a re-evaluation of the related assets [1] Group 1 - The company is currently conducting a re-evaluation of the assets involved in the transaction to maintain the validity of the assessment materials during the review period [1] - The company will submit supplementary materials related to the re-evaluation as part of the ongoing transaction process [1] - The company commits to timely information disclosure in accordance with relevant laws and regulations based on the progress of the transaction [1]

证券代码：002761 证券简称：浙江建投 公告编号：2025-096 浙江省建设投资集团股份有限公司 关于提供担保的进展公告 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。 重要内容提示： 一、担保情况概述 （一）担保进展情况 2025 年 8 月，为满足子公司向银行申请融资的正常经营资金需求，浙江省建设 投资集团股份有限公司（以下简称"公司"）为资产负债率高于 70%的 1 家子公司提 供 0.09 亿元担保，详情如下： 三、担保协议的主要内容 四、董事会关于担保的必要性和合理性的意见 本次担保事项是在董事会和股东大会决议授权内开展的担保行为，被担保人为公 司全资子公司，经营情况稳定，资信状况良好，担保目的是满足子公司正常经营资金 需求，担保风险在可控范围内，不存在损害公司及中小股东利益的情形，具备必要性 和合理性。 五、累计对外担保数量及逾期担保的数量 截至 2025 年 8 月 31 日，公司及其控股子公司对外担保余额为 123.73 亿元，其 中，公司对全资及控股子公司提供的担保余额为 100.96 亿元。公司未对控股股东和实 际控制人及其关联人提供 ...

Core Viewpoint - The company emphasizes its commitment to keeping pace with industry technological advancements by widely applying BIM and smart construction technologies, while continuously exploring new technology applications to drive the transformation and upgrading of traditional industries, as well as promoting the deep integration of technological and industrial innovation [1] Group 1 - The company is actively engaging with investors and addressing their inquiries regarding technological advancements [1] - The company is focused on the integration of technology and industry to enhance innovation [1] - The company is leveraging BIM and smart construction technologies to stay competitive in the market [1]

Market Overview - The housing construction sector experienced a decline of 1.27% on September 18, with Chongqing Construction leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Shanghai Construction (600170) saw a significant increase of 9.92%, closing at 3.88, with a trading volume of 22.94 million shares and a transaction value of 864.4 million [1] - High-tech Development (000628) rose by 4.14%, closing at 54.08, with a trading volume of 234,900 shares and a transaction value of 1.274 billion [1] - Other notable declines included China State Construction (601668) down 2.82% to 5.51, and Chongqing Construction (600939) down 3.53% to 3.55 [1] Capital Flow - The housing construction sector saw a net outflow of 705 million from main funds, while speculative funds had a net inflow of 239 million, and retail investors contributed a net inflow of 466 million [1] - High-tech Development (000628) had a main fund net inflow of 45.25 million, but a retail net outflow of 49.24 million [2] - Chongqing Construction (600939) experienced a main fund net outflow of 9.20 million, while retail investors contributed a net inflow of 8.30 million [2]