证券日报网讯浙江建投10月21日在互动平台回答投资者提问时表示，公司管理层始终秉持为股东创造价 值的理念，通过精细化管理和战略聚焦，持续提升公司经营规模与盈利能力，致力于增强公司的核心价 值创造能力。 （文章来源：证券日报） ...

证券日报网讯浙江建投（002761）10月21日在互动平台回答投资者提问时表示，公司建立了完善的项目 成本管理体系，以目标成本为主要依据进行项目成本全过程管理。 ...

Core Insights - The housing construction sector experienced a 1.25% increase on October 21, with Longyuan Construction leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Longyuan Construction (code: 600491) closed at 3.62, with a rise of 5.54% and a trading volume of 687,500 shares, amounting to a transaction value of 244 million yuan [1] - Chongqing Construction (code: 600939) closed at 3.41, up 4.60%, with a trading volume of 184,200 shares and a transaction value of 61.88 million yuan [1] - Zhejiang Construction Investment (code: 002761) closed at 9.38, increasing by 2.85%, with a trading volume of 202,600 shares and a transaction value of 189 million yuan [1] - Shaanxi Construction (code: 600248) closed at 3.95, up 2.07%, with a trading volume of 295,600 shares and a transaction value of 116 million yuan [1] - Hai Construction (code: 600170) closed at 2.91, with a rise of 1.75%, trading 3.5 million shares for a total value of 1.017 billion yuan [1] - Ningbo Construction (code: 68ZT09) closed at 5.48, up 1.48%, with a trading volume of 301,900 shares and a transaction value of 164 million yuan [1] - China State Construction (code: 601668) closed at 5.65, increasing by 0.89%, with a trading volume of 2.0317 million shares and a transaction value of 1.15 billion yuan [1] - Gaoxin Development (code: 000628) closed at 50.19, up 0.86%, with a trading volume of 62,500 shares and a transaction value of 31.3 million yuan [1] Capital Flow - The housing construction sector saw a net inflow of 27.456 million yuan from institutional investors, while retail investors contributed a net inflow of 37.0514 million yuan [1] - However, there was a net outflow of 64.5074 million yuan from speculative funds [1]

重要内容提示： 一、担保情况概述 （一）担保进展情况 证券代码：002761 证券简称：浙江建投 公告编号：2025-100 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。 （二）担保期限：5 个月～15 个月； （三）担保金额：4.648 亿元。 2025 年 9 月，为满足子（孙）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"）及子公司为资产负债率高于 70% 的 3 家子（孙）公司提供 4.048 亿元担保，为资产负债率低于 70%的 1 家子公司提供 0.6 亿元。担保详情如下： 被担保人：浙江省建工集团有限责任公司等 4 家子（孙）公司，不存在关联担保 本次对外担保金额：2025 年 9 月新签对外担保合同金额 4.648 亿元 对外担保累计余额：截至 2025 年 9 月 30 日，公司对外担保累计余额为 123.96 亿元 对外担保逾期的累计数量：无 特别风险提示：公司及控股子公司对外担保总额超过最近一期经审计归母净资产 100%，本月度为资产负债率 ...

Core Insights - The housing construction sector experienced a slight increase of 0.33% on October 20, with GaoXin Development leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Sector Performance - GaoXin Development (000628) closed at 49.76, with a rise of 2.01% and a trading volume of 62,300 shares, amounting to a transaction value of 310 million yuan [1] - Longyuan Construction (600491) saw a closing price of 3.43, up 1.18%, with a trading volume of 160,500 shares and a transaction value of 54.84 million yuan [1] - Ningbo Construction (601789) closed at 5.40, increasing by 1.12%, with a trading volume of 219,800 shares and a transaction value of 118 million yuan [1] - Shanghai Construction (600170) closed at 2.86, up 0.70%, with a trading volume of 2,834,300 shares and a transaction value of 808 million yuan [1] - Zhejiang Construction Investment (002761) closed at 9.12, increasing by 0.66%, with a trading volume of 84,400 shares and a transaction value of 7.68 million yuan [1] - Chongqing Construction (600939) closed at 3.26, up 0.62%, with a trading volume of 91,300 shares and a transaction value of 29.63 million yuan [1] - China State Construction (601668) closed at 5.60, with a slight increase of 0.18%, trading 1,843,500 shares for a total value of 1.03 billion yuan [1] - Shaanxi Construction (600248) remained unchanged at 3.87, with a trading volume of 161,100 shares and a transaction value of 6.22 million yuan [1] Capital Flow - The housing construction sector saw a net outflow of 71.96 million yuan from main funds, while retail funds experienced a net inflow of 99.30 million yuan [1] - Speculative funds recorded a net outflow of 27.34 million yuan [1]

Core Points - The Zhejiang state-owned enterprise reform sector experienced a decline of 0.46% on October 16, with Chuangyuan Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the Zhejiang state-owned enterprise reform sector included: - Ningbo Ocean (601022) with a closing price of 10.57, up 5.17% and a trading volume of 662,300 shares, totaling 697 million yuan [1] - ST Jianhai (002586) with a closing price of 3.95, up 4.22% and a trading volume of 252,500 shares, totaling 99.89 million yuan [1] - Guyue Longshan (600059) with a closing price of 10.35, up 3.92% and a trading volume of 362,400 shares, totaling 376 million yuan [1] - Major decliners included: - Chuangyuan Co., Ltd. (300703) with a closing price of 29.56, down 6.60% and a trading volume of 93,000 shares, totaling 282 million yuan [2] - Yunda Co., Ltd. (300772) with a closing price of 19.18, down 4.39% and a trading volume of 276,500 shares, totaling 534 million yuan [2] - Zhejiang Dongri (600113) with a closing price of 52.35, down 4.17% and a trading volume of 49,700 shares, totaling 264 million yuan [2] Capital Flow - The Zhejiang state-owned enterprise reform sector saw a net outflow of 254 million yuan from institutional investors, while retail investors experienced a net inflow of 179 million yuan [2][3] - Key stocks with significant capital flow included: - Small Commodity City (600415) with a net inflow of 1.43 billion yuan from institutional investors [3] - Ningbo Ocean (601022) with a net inflow of 38.76 million yuan from institutional investors [3] - Qijing Machinery (603677) with a net inflow of 10.46 million yuan from institutional investors [3]

Market Overview - The housing construction sector experienced a decline of 0.13% on October 16, with high-tech development leading the losses [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Key stocks in the housing construction sector showed mixed results, with China State Construction (601668) rising by 0.53% to a closing price of 5.65, while High-Tech Development (000628) fell by 2.96% to 50.77 [1] - The trading volume and turnover for major stocks included: - China State Construction: 2.32 million shares, turnover of 1.306 billion [1] - High-Tech Development: 86,300 shares, turnover of 444 million [1] Capital Flow - The housing construction sector saw a net outflow of 169 million from institutional investors, while retail investors contributed a net inflow of 174 million [1] - Detailed capital flow for selected stocks indicated: - China State Construction had a net inflow of 70.61 million from institutional investors [2] - High-Tech Development experienced a net outflow of 40.46 million from institutional investors [2] - Retail investors showed varying levels of net inflow across different stocks, with Chongqing Construction (600939) seeing a significant 21.12% net inflow [2]

Core Insights - The housing construction sector experienced a decline of 0.9% on October 13, with Ningbo Construction leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Sector Performance - The housing construction sector stocks showed mixed performance, with notable declines in several key companies: - Zhejiang Construction: closed at 9.33, down 0.64% - China State Construction: closed at 5.57, down 0.71% - Chongqing Construction: closed at 3.31, down 0.90% - Ningbo Construction: closed at 5.56, down 2.46% [1] - The total net outflow of funds in the housing construction sector was 1.82 billion yuan, with retail investors showing a net inflow of 2.09 billion yuan [1] Fund Flow Analysis - Major fund flows indicated: - Ningbo Construction: net inflow of 866.46 million yuan from major funds, but a net outflow of 2270.16 million yuan from retail investors [2] - China State Construction: net inflow of 777.58 million yuan from major funds, with a net outflow of 532.60 million yuan from retail investors [2] - High New Development: significant net outflow of 4788.17 million yuan from major funds, while retail investors had a net inflow of 2317.52 million yuan [2]

Core Insights - The housing construction sector experienced a 0.5% increase on October 10, with Shaanxi Construction leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Sector Performance - Shaanxi Construction (600248) closed at 3.94, up 1.81% with a trading volume of 299,800 shares and a turnover of 117 million yuan [1] - Zhejiang Construction Investment (002761) closed at 68.6, up 1.08% with a trading volume of 169,900 shares and a turnover of 159 million yuan [1] - China State Construction (601668) closed at 5.61, up 0.90% with a trading volume of 3,333,700 shares and a turnover of 1.867 billion yuan [1] - Ningbo Construction (601789) closed at 5.70, up 0.71% with a trading volume of 600,700 shares and a turnover of 342 million yuan [1] - Other notable performances include Chongqing Construction (600939) up 0.60%, Longyuan Construction (600491) up 0.57%, while Shanghai Construction (600170) and Gaoxin Development (000628) saw declines of 2.27% and 3.55% respectively [1] Capital Flow Analysis - The housing construction sector saw a net outflow of 42.1 million yuan from institutional investors and a net outflow of 106 million yuan from speculative funds, while retail investors contributed a net inflow of 149 million yuan [1] - China State Construction had a net inflow of 12.9 million yuan from institutional investors, while experiencing a net outflow of 83.6 million yuan from speculative funds [2] - Shaanxi Construction saw a net inflow of 19.8 million yuan from institutional investors, but a net outflow of 15.5 million yuan from speculative funds [2] - High New Development (000628) experienced a significant net outflow of 55.4 million yuan from institutional investors, while retail investors contributed a net inflow of 49.6 million yuan [2]

Core Points - Zhejiang Construction Investment (002761) closed at 9.29 yuan on October 9, 2025, up 1.53% from the previous trading day, with a total market capitalization of 10.05 billion yuan [1] - The company announced plans to issue shares to acquire partial equity in Zhejiang Province's first, second, and third construction companies, and to raise matching funds by issuing shares to Zhejiang State-owned Capital Operation Co., Ltd. [1] - Due to the expiration of financial data in the application documents, the company needs to conduct an updated audit of the relevant assets and submit supplementary materials [1] - As of September 30, 2025, the company has completed the board and shareholder meeting review procedures, and the transaction application has been accepted by the Shenzhen Stock Exchange, which has issued an inquiry letter that the company has responded to and requested an extension for supplementary modifications [1] - The Shenzhen Stock Exchange has suspended the review due to expired evaluation materials, and the company is advancing the updated audit and evaluation, with plans to apply for the resumption of the review upon completion [1] - The transaction is subject to review by the Shenzhen Stock Exchange and registration by the China Securities Regulatory Commission, indicating uncertainty [1]