Core Viewpoint - The housing construction sector experienced a decline of 0.92% on August 14, with significant losses in high-tech development stocks, while the overall market indices also fell [1] Market Performance - The Shanghai Composite Index closed at 3666.44, down 0.46% - The Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance in Housing Construction Sector - Major stocks in the housing construction sector showed the following closing prices and changes: - China State Construction: 5.58, down 0.53% - Longyuan Construction: 3.39, down 1.17% - Ningbo Construction: 5.44, down 1.45% - Shaanxi Construction: 3.92, down 1.51% - Shanghai Construction: 2.39, down 1.65% - Zhejiang Construction Investment: 9.42, down 1.67% - Chongqing Construction: 3.61, down 2.17% - High-tech Development: 50.80, down 5.22% [1] Capital Flow Analysis - The housing construction sector saw a net outflow of 265 million yuan from main funds, while retail investors contributed a net inflow of 218 million yuan [1] - The following table summarizes the capital flow for individual stocks: - Chongqing Construction: Main funds -154.59K, Retail +229.44K - Longyuan Construction: Main funds -405.18K, Retail +514.99K - Shanghai Construction: Main funds -744.12K, Retail +204.76K - Zhejiang Construction Investment: Main funds -898.62K, Retail +2545.76K - Shaanxi Construction: Main funds -944.99K, Retail +1013.90K - Ningbo Construction: Main funds -1071.98K, Retail +1086.98K - China State Construction: Main funds -5946.23K, Retail +4705.22K - High-tech Development: Main funds -1.63Z, Retail +1.19Z [2]

Market Overview - The housing construction sector experienced a decline of 0.62% on August 13, with Chongqing Construction leading the drop [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Stock Performance - Notable stock performances in the housing construction sector included: - Ningbo Construction: Closed at 5.52, up 0.55% with a trading volume of 389,900 shares and a turnover of 215 million [1] - Shanghai Construction: Closed at 2.43, unchanged with a trading volume of 1,313,700 shares and a turnover of 320 million [1] - Chongqing Construction: Closed at 3.69, down 1.60% with a trading volume of 182,700 shares and a turnover of 67.68 million [1] Capital Flow - The housing construction sector saw a net outflow of 108 million from main funds, while retail funds experienced a net inflow of 43.63 million [1] - The detailed capital flow for selected stocks showed: - Ningbo Construction: Main funds net inflow of 23.59 million, retail funds net outflow of 1.15 million [2] - Chongqing Construction: Main funds net outflow of 4.74 million, retail funds net inflow of 8.48 million [2] - Zhejiang Construction: Main funds net outflow of 23.55 million, retail funds net inflow of 28.68 million [2]

Market Overview - The housing construction sector increased by 0.03% on August 12, with Gao Xin Development leading the gains [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Stock Performance - Gao Xin Development (000628) closed at 53.71, up 7.16%, with a trading volume of 418,000 shares and a transaction value of 2.167 billion [1] - Other notable stocks include: - Ningbo Construction (601789) at 5.49, up 1.48%, with a transaction value of 283 million - China State Construction (601668) at 5.65, down 0.18%, with a transaction value of 930 million [1] Capital Flow - The housing construction sector saw a net inflow of 77.6685 million from main funds, while retail funds had a net inflow of 55.2307 million [1] - Notable capital flows for key stocks include: - Gao Xin Development had a main fund net inflow of 10.5 million, but a retail net inflow of 21.4788 million [2] - China State Construction experienced a main fund net inflow of 22.1720 million, with a retail net inflow of 634.94 thousand [2]

Group 1 - The housing construction sector increased by 0.25% on August 7, with high-tech development leading the gains [1] - The Shanghai Composite Index closed at 3639.67, up 0.16%, while the Shenzhen Component Index closed at 11157.94, down 0.18% [1] - Key stocks in the housing construction sector showed varied performance, with high-tech development rising by 3.32% to a closing price of 46.32 [1] Group 2 - The net inflow of main funds in the housing construction sector was 133 million yuan, while retail funds experienced a net outflow of 76.55 million yuan [1] - High-tech development had a main fund net inflow of 103 million yuan, representing 14.05% of its total [2] - China State Construction saw a main fund net inflow of 60.56 million yuan, accounting for 7.93% of its total [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000628 | 高新发展 | 44.83 | 0.83% | 6.10万 | 2.70亿 | | 600939 | 重庆建工 | 3.65 | 0.55% | 26.29万 | 9497.68万 | | 600248 | 陕建股份 | 3.91 | 0.00% | 13.13万 | 5122.71万 | | 601789 | 宁波建工 | 5.40 | 0.00% | 18.82万 | 1.01亿 | | 601668 | 中国建筑 | 5.66 | -0.18% | 121.16万 | 6.86亿 | | 600170 | ┣海建工 | 2.41 | -0.82% | 112.78万 | 2.72亿 | | 600491 | 龙元建设 | 3.42 | -0.87% | 25.01万 | 8543.49万 | | 002761 | 浙江建投 | 9.43 | -1.57% | 29.12万 | 2.75亿 | 从资金流向上来看，当日房屋建设板块 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 证券代码：002761 证券简称：浙江建投 公告编号：2025-083 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并募集配套 资金暨关联交易报告书 （草案）（修订稿）修订说明的公告 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"浙江建投"、"上市公司"）拟通过发行股份的方式，购买 国新建源股权投资基金（成都）合伙企业（有限合伙）持有的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"）。 上市公司于2025年1月23日披露了《浙江省建设投资集团股份有限公司发行股份购买资产并募集配套资 金暨关联交易报告书（草案）》等相关文件。 上市公司于2025年7月9日收到深圳证券交易所（以下简称"深交所"）出具的《关于浙江省建设投资集团 股份有限公司发行股份购买资产并募集配套资金申请的审核问询函》（审核函〔20 ...

Group 1 - The company Zhejiang Construction Investment Group Co., Ltd. plans to acquire 13.05% equity in Zhejiang First Construction Group, 24.73% equity in Zhejiang Second Construction Group, and 24.78% equity in Zhejiang Third Construction Group through a share issuance [19][24] - The total transaction price for the acquisition is set at 128,318.03 million RMB, excluding the funds raised [19] - The company aims to enhance its core competitiveness and overall strategic layout by achieving 100% control over the acquired companies, which are significant players in the construction industry [24][27] Group 2 - The company will raise 45,000 million RMB through the issuance of 62,674,094 shares to Zhejiang Provincial State-owned Capital Operation Co., Ltd. as part of the transaction [21][22] - The raised funds will be allocated to the construction of the Zhejiang Provincial Fitness Center project and to supplement working capital, with 33.33% and 66.67% of the funds respectively [21][22] - The issuance price for the shares is set at 7.18 RMB per share, which is 80% of the average trading price of the company's A-shares over the 20 trading days prior to the pricing date [22][23] Group 3 - The transaction is expected to have no immediate impact on the company's total assets, revenue, or net profit, as the acquired companies are already included in the consolidated financial statements [24][27] - Post-transaction, the company's equity attributable to shareholders is projected to increase, enhancing its profitability and core competitiveness [27][32] - The controlling shareholder, Zhejiang Provincial State-owned Capital Operation Co., Ltd., has expressed support for the transaction, emphasizing its benefits for the company's sustainable operations and shareholder rights [28][29]

Core Viewpoint - The legal opinion letter discusses the issuance of shares by Zhejiang Construction Investment Group Co., Ltd. to acquire assets and raise supporting funds, emphasizing the necessity and compliance of the transaction with relevant laws and regulations [1][2]. Group 1: Transaction Overview - The transaction involves Zhejiang Construction Investment Group acquiring minority stakes in its subsidiaries from Guoxin Jianyuan Equity Investment Fund, aiming to enhance control and operational efficiency [3][4]. - The investment is part of a broader strategy to reduce the company's debt ratio and improve financial health, aligning with national policies on debt-to-equity swaps [24][25]. Group 2: Financial Impact - Post-transaction, the company's total assets are projected to increase slightly from 12,088,242.38 million to 12,133,242.38 million, reflecting a 0.37% change [29]. - The total liabilities are expected to decrease from 11,136,902.52 million to 11,021,277.32 million, marking a -1.04% change, while the owner's equity will rise significantly by 16.88% [29]. Group 3: Strategic Importance - The construction industry is positioned for high-quality development, supported by government initiatives aimed at optimizing infrastructure and promoting sustainable growth [22][23]. - Zhejiang Construction Investment Group plays a crucial role in major infrastructure projects, contributing to regional economic development and aligning with national strategic goals [22][23]. Group 4: Governance and Control - Following the transaction, the company will hold 100% ownership of the acquired subsidiaries, enhancing its governance and operational control over these entities [28]. - The investment allows for the appointment of directors from Guoxin Jianyuan Fund, ensuring that the fund has a say in significant company decisions, thereby influencing management practices [12][15].

证券代码：002761 证券简称：浙江建投 公告编号：2025-084 浙江省建设投资集团股份有限公司 公司于2025年7月9日收到深圳证券交易所（以下简称"深交所"）出具的《关于 浙江省建设投资集团股份有限公司发行股份购买资产并募集配套资金申请的审核问询函》 （审核函〔2025〕130010号）（以下简称"审核问询函"）。 公司在收到审核问询函后，会同相关中介机构就审核问询函中提出的问题进行了认 真研究和逐项答复，并对相关申请文件进行了相应的补充和修订。现根据要求对审核问 询 函 回 复 予 以 披 露 ， 具 体 内 容 详 见 公 司 于 同 日 在 巨 潮 资 讯 网 （ http://www.cninfo.com.cn）披露的《浙江省建设投资集团股份有限公司关于深圳证券 交易所 <关于浙江省建设投资集团股份有限公司发行股份购买资产并募集配套资金申请的> 审核问询函>的回复》及其他相关文件。 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（以下简称"中国证监 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 ...

证券代码：002761 证券简称：浙江建投 公告编号：2025-083 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并募集配套资金暨关联交易报告书 （草案）（修订稿）修订说明的公告 相较上市公司于2025年7月1日披露的《浙江省建设投资集团股份有限公司发行股 份购买资产并募集配套资金暨关联交易报告书（草案）（修订稿）》，重组报告书对部 分内容进行了修订，主要修订的内容如下： 重组报告书章节 修订内容 重大风险提示 根据重大风险的重要性更新排序 补充披露国新建源基金合伙人变更事项的进展情况、国新建 第三节 交易对方基本情况 源基金上层权益情况在重组报告书首次披露后的变动情况， 上述事项不构成本次重组方案的重大调整 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"浙江建投"、"上市公司"）拟通 过发行股份的方式，购买国新建源股权投资基金（成都）合伙企业（有限合伙）持有的 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 ...