Core Viewpoint - Zhejiang Construction Investment has committed to strictly adhering to relevant laws and regulations regarding timely information disclosure, urging investors to pay attention to company announcements [2] Company Summary - The company responded to investor inquiries on October 29, indicating its dedication to fulfilling information disclosure obligations [2]

Market Overview - The housing construction sector declined by 0.87% compared to the previous trading day, with high-tech development leading the decline [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Key stocks in the housing construction sector showed mixed performance, with notable declines in several companies: - High-tech development fell by 2.24% to 50.62 [1] - China State Construction decreased by 1.06% to 5.60 [1] - Longyuan Construction dropped by 0.86% to 3.46 [1] - Conversely, Shanghai Construction and Zhejiang Construction saw slight increases of 0.35% and 0.21%, respectively [1] Capital Flow - The housing construction sector experienced a net outflow of 147 million yuan from main funds, while retail investors contributed a net inflow of 121 million yuan [1] - The detailed capital flow for key stocks indicates significant outflows from: - High-tech development with a net outflow of 75.28 million yuan [2] - China State Construction with a net outflow of 29.23 million yuan [2] - Retail investors showed a positive net inflow in several stocks, including Zhejiang Construction and Longyuan Construction, despite overall sector outflows [2]

Market Overview - The housing construction sector declined by 1.18% on October 28, with Longyuan Construction leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable stock performances included: - Shangxin Development: Closed at 51.78, up 1.37% with a trading volume of 118,500 shares and a turnover of 611 million yuan - Ningbo Construction: Closed at 5.46, up 0.37% with a trading volume of 415,600 shares and a turnover of 226 million yuan - Longyuan Construction: Closed at 3.49, down 1.69% with a trading volume of 263,900 shares and a turnover of 92.97 million yuan [1] Capital Flow - The housing construction sector experienced a net outflow of 117 million yuan from institutional investors, while retail investors saw a net inflow of 74.19 million yuan [1] - Detailed capital flow for selected stocks showed: - Shangxin Development: Institutional net inflow of 61.87 million yuan, retail net outflow of 44.73 million yuan - Longyuan Construction: Institutional net outflow of 14.64 million yuan, retail net inflow of 11.27 million yuan [2]

Core Insights - The housing construction sector experienced a slight increase of 0.31% on October 27, with high-tech development leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Sector Performance - High-tech development (code: 000628) closed at 51.08, with a gain of 0.95% and a trading volume of 90,400 shares, amounting to a transaction value of 461 million [1] - China State Construction (code: 601668) closed at 5.74, up 0.53%, with a trading volume of 2,488,200 shares and a transaction value of 1.428 billion [1] - Chongqing Construction (code: 66009) remained unchanged at 3.41, with a trading volume of 109,400 shares and a transaction value of 37.068 million [1] - Zhejiang Construction Investment (code: 002761) closed at 9.40, down 0.11%, with a trading volume of 102,300 shares and a transaction value of 96.080 million [1] - Shaanxi Construction (code: 600248) closed at 3.95, down 0.25%, with a trading volume of 182,600 shares and a transaction value of 72.172 million [1] - Ningbo Construction (code: 601789) closed at 5.44, down 0.37%, with a trading volume of 289,200 shares and a transaction value of 158 million [1] - Shanghai Construction (code: 600170) closed at 2.89, down 0.69%, with a trading volume of 2,580,700 shares and a transaction value of 749 million [1] - Longyuan Construction (code: 600491) closed at 3.55, down 1.93%, with a trading volume of 349,800 shares and a transaction value of 125 million [1] Capital Flow - The housing construction sector saw a net outflow of 13.12 million from main funds, while speculative funds had a net inflow of 31.79 million, and retail investors experienced a net outflow of 18.67 million [1] - China State Construction had a main fund net inflow of 36.89 million, but a net outflow of 30.47 million from retail investors [2] - Shaanxi Construction had a main fund net inflow of 3.60 million, with a net outflow of 1.82 million from retail investors [2] - Longyuan Construction experienced a significant main fund net outflow of 9.13 million, while speculative funds had a net inflow of 4.70 million [2] - High-tech development saw a main fund net outflow of 11.52 million, with a small net inflow of 0.77 million from retail investors [2] - Shanghai Construction had a main fund net outflow of 24.60 million, with a net inflow of 4.64 million from retail investors [2]

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 | | ...