第一章 总 则 第一条 为规范北京中岩大地科技股份有限公司（以下简称"公司"）的委 托理财交易行为，保证公司资金、财产安全，有效防范投资风险，维护股东和公 司的合法权益，根据中国证监会《上市公司信息披露管理办法》《股票上市规则》 及《北京中岩大地科技股份有限公司章程》（以下简称"《公司章程》"）等法 律法规和相关规定，结合公司实际情况，制定本制度。 北京中岩大地科技股份有限公司 委托理财管理制度 第二章 委托理财操作规则 第五条 公司进行委托理财的，应当选择资信状况及财务状况良好、无不良 诚信记录及盈利能力强的合格专业理财机构作为受托方，并与受托方签订书面合 同，明确委托理财的金额、期限、投资品种、双方的权利义务及法律责任等。 第二条 委托理财是指公司委托银行、信托、证券、基金、期货、保险资产 管理机构、金融资产投资公司、私募基金管理人等专业理财机构对其财产进行投 资和管理或者购买相关理财产品的行为。 第三条 公司控股子公司进行委托理财一律视同公司的委托理财行为，按照 本制度的相关规定进行审批，未经审批公司控股子公司不得进行任何委托理财活 动。 第四条 公司不得通过委托理财等投资的名义规避购买资产或者对外投资 ...

Summary of Zhongyan Dadi Conference Call Company Overview - Zhongyan Dadi has successfully transformed its strategy, reducing its real estate order proportion to below 17% while actively expanding into nuclear power, ports, and water conservancy sectors [2][4][3] - The company has implemented an option incentive plan, reflecting confidence in future performance growth, with exercise prices set at 11.25 yuan and performance assessment indicators requiring net profit growth of no less than 300% in 2024 and 500% in 2025 [2][4] Core Technologies and Innovations - Achievements in safety control and green efficient technology for weak soil foundation projects have earned the company a national technology invention second prize [2][4] - Key technologies include DMC high-speed high-pressure foot spraying composite pile technology, SGOT intelligent sensing super spraying technology, and DDM information dynamic detection technology, enhancing the company's competitiveness in intelligence and digitalization [2][4] Market Expansion and Strategic Positioning - Zhongyan Dadi is evolving from a builder to a major problem solver, leveraging experiences from Japan and actively expanding into overseas markets, particularly along the Belt and Road Initiative [2][5] - The company has secured significant projects, such as the Jin Qimen nuclear power project, with an estimated market share of 50% for each unit, indicating strong growth potential [2][6] Management Team and Expertise - The management team is well-structured, featuring industry experts like Academician Wang Shiyan, with a high proportion of master's degree holders and numerous registered geotechnical engineers [2][7] - The team’s expertise in materials, equipment, and engineering integration provides a solid foundation for future development [2][7] Nuclear Power Sector Developments - Despite a decline in revenue, the company has achieved a gross margin of 24.89%, indicating improved profitability [2][8] - The company ensures the approval of at least 10 nuclear units annually, with significant demand expected from the construction of 41 third-generation nuclear units from 2022 to 2025 [3][8] Port Construction Insights - Recent policy relaxations have led to the initiation of large projects, such as the Zhoushan Port, with the company securing an 80 million yuan order, establishing a foothold in high-barrier industries [2][10] - The demand for traditional products like soil solidifiers is expected to rise due to the need for detailed surveys and improvements in coastal sediment mechanics [2][10] Water Conservancy Sector Potential - China's hydropower installed capacity is projected to reach approximately 440 million kilowatts by the end of 2024, with significant room for development compared to other countries [2][11] - The company is involved in key projects like the Pinglu River and Zhangjing Bridge, achieving breakthroughs in precision detection technology, which may lead to substantial orders by year-end [2][11] International Market Development - The company is actively expanding into Southeast Asia, with projects in Vietnam, Singapore, and Malaysia, and has established subsidiaries to support this growth [2][16] - Strategic partnerships with leading digital and AI companies in the construction sector are being formed to enhance project development in the region [2][16] Industry Outlook and Comparisons - The geotechnical engineering market in China is approximately 7 to 10 times larger than that of Japan, with significant growth potential driven by urbanization and infrastructure needs [2][18] - The industry is expected to undergo a concentration process, with domestic companies like Zhongyan Dadi poised for broader development opportunities [2][18] Financial Projections - Forecasts indicate that the company will achieve net profits of 150 million, 280 million, and 430 million yuan from 2025 to 2027, with corresponding earnings per share of 0.85 yuan, 1.56 yuan, and 2.41 yuan [2][26] - The company is expected to secure over 100 million yuan in orders by 2025, with a gross margin approaching 40% [2][26]

Investment Rating - The report maintains a rating of "Increase" for the industry [4] Core Insights - The basic chemical sector is experiencing a configuration opportunity, with the index declining by 59.5% from a peak of 9565.18 points in September 2021 to a low of 3876.11 points in February 2024 [1] - The construction project growth rate in the chemical industry has turned negative at -7.3% by Q1 2025, indicating a slowdown [1] - The basic chemical index saw a cumulative increase of 12.6% from July 11 to August 22, 2024, while the petroleum and petrochemical index rose by 5.6% during the same period [1] - Institutional holdings in the basic chemical sector peaked in Q3 2021 at 6.69%, but have since declined to 3.72% by Q2 2025 [1] Summary by Sections AI for Science and Material Development - The report emphasizes the importance of AI for Science (AI4S) in revolutionizing material development, particularly through the use of molecular dynamics (MD) and density functional theory (DFT) [2] - The development of algorithm chip-based atomic-level computing APU chips by Dao Technology is highlighted, which significantly improves computational power and reduces energy consumption [2] - Dao Technology's subsidiary, Hexi, is building an AI4S intelligent computing center to support material research [2] Investment Opportunities in AI4S - AI4S is rapidly penetrating the pharmaceutical and chemical industries, with 41 license-out transactions in the Chinese innovative drug sector in Q1 2025, totaling $36.929 billion [3] - AI is expected to replace traditional drug development processes, significantly speeding up research and reducing costs [3] - The report identifies potential investment opportunities in AI4S-related materials, including perovskite, solid-state batteries, semiconductor materials, and more [3] Key Stocks - The report lists key stocks with a "Buy" rating, including Dongyangguang, Jingtai Holdings, Zhongyan Dadi, and Weixing Chemical, with projected earnings per share (EPS) and price-to-earnings (PE) ratios provided for 2024 to 2027 [7]

Group 1 - The core viewpoint of the report is that Zhongyan Dadi (003001.SZ) is rated as "Buy" due to its successful strategic transformation and significant recovery in profitability [2] - The company is experiencing strong growth momentum in three key areas: nuclear power, ports, and water conservancy and hydropower [2] - The report highlights the potential for geotechnical engineering, suggesting that there are significant opportunities for growth in this sector [2]

Investment Rating - The industry rating is "Recommended" [4] Core Views - The report highlights a significant increase in fixed asset investment in water and electricity sectors, with a focus on regional infrastructure [1][3] - The cement market remains stable, while glass prices are experiencing fluctuations due to competitive dynamics [2] - The real estate market shows a decline in transaction volumes for both new and second-hand homes [3][21] - The report emphasizes the ongoing demand for construction materials driven by major national projects and infrastructure investments [7][8] Summary by Sections Investment Recommendations - Recommended stocks include strong performers like "Three Trees" and high-dividend stocks such as "Weixing New Materials" and "Rabbit Baby" [1] - Cement leaders like "Huaxin Cement" and "Conch Cement" are recommended due to their cost and scale advantages [7] - The report suggests focusing on companies benefiting from major engineering projects, such as "China Power Construction" and "China Energy Construction" [8] Market Trends - The national cement price is reported at 340.33 CNY/ton, showing stability despite low demand [2] - The average price of float glass has decreased to 1235.66 CNY/ton, reflecting a 3.08% decline from the previous week [2][73] - The report notes a 1.6% year-on-year increase in fixed asset investment, with infrastructure investment growing by 3.2% [3][6] Real Estate Market - New home transaction volume in 30 major cities decreased by 12% year-on-year, with a significant 44.7% drop from the previous week [3][21] - Second-hand home transactions in 15 monitored cities showed a slight decline of 1.7% year-on-year [3][21] Sector Performance - The report indicates a robust performance in the industrial sector, with a 9.0% year-on-year increase in industrial investment [6] - The water and electricity sectors are highlighted for their strong investment growth, with electricity supply investment up by 21.5% [6]

金融界消息 截至2025年8月15日收盘，中岩大地（003001）报收于27.9元，下跌0.85%，换手率6.08%， 成交量6.52万手，成交金额1.80亿元。 资金流向方面，今日主力资金净流出1470.77万元，占比成交额8.18%。其中，超大单净流出1199.25万 元、占成交额6.67%，大单净流出271.52万元、占成交额1.51%，中单净流出流出302.82万元、占成交额 1.68%，小单净流入1773.59万元、占成交额9.87%。 中岩大地最新一期业绩显示，截至2025一季报，公司营业总收入1.62亿元、同比增长18.50%，归属净利 润1037.43万元，同比增长153.13%，扣非净利润927.42万元，同比增长226.90%，流动比率2.658、速动 比率2.600、资产负债率33.97%。 天眼查商业履历信息显示，北京中岩大地科技股份有限公司，成立于2008年，位于北京市，是一家以从 事生态保护和环境治理业为主的企业。企业注册资本12633.4151万人民币，实缴资本7767.7913万人民 币。公司法定代表人为王立建。 通过天眼查大数据分析，北京中岩大地科技股份有限公司共对外投资了1 ...

Core Viewpoint - Zhongyan Dadi (003001.SZ) experienced a decline of 4.55% in early trading, reaching a price of 26.86 yuan, marking a new low since July 15 [1] Company Summary - A major shareholder, Yishan, plans to reduce its holdings by up to 5.23 million shares, which represents 2.96% of the company's total share capital and 3% of the total share capital excluding repurchased shares [1]

中岩大地（003001）(003001.SZ)公告，公司股东易山先生计划自本公告发布之日起15个交易日后的三 个月内以集中竞价、大宗交易方式择机减持公司股份，减持数量合计不超过523万股，占公司总股本的 2.96%,占公司总股本剔除回购股份后股本的3.00%。 ...

中岩大地(003001.SZ)公告，公司股东易山先生计划自本公告发布之日起15个交易日后的三个月内以集 中竞价、大宗交易方式择机减持公司股份，减持数量合计不超过523万股，占公司总股本的2.96%,占公 司总股本剔除回购股份后股本的3.00%。 ...

证券代码：003001 证券简称：中岩大地 公告编号：2025-064 关于持股 5%以上股东减持股份的预披露公告 公司持股5%以上股东易山先生保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 北京中岩大地科技股份有限公司（以下简称"公司"或"本公司"）持股 5% 以上股东易山先生计划自本公告发布之日起 15 个交易日后的三个月内以集中竞 价、大宗交易方式择机减持本公司股份，减持数量合计不超过 5,230,000 股，占 本公司总股本的 2.96%,占公司总股本剔除回购股份后股本的 3.00%。其中，通过 集中竞价方式减持的，在任意连续 90 个自然日内，减持股份的总数不超过公司总 股本的 1%；通过大宗交易方式减持的，在任意连续 90 个自然日内，减持股份的 总数不超过公司总股本的 2%。 北京中岩大地科技股份有限公司 截至本公告披露日，易山先生持有公司无限售流通股 8,927,388 股，占公司 总股本的 5.05%，占公司总股本剔除回购股份后股本的 5.12%。 一、拟减持股东的基本情况 ...