Core Viewpoint - The company, Zhongyan Dadi (003001.SZ), has been awarded a contract for the procurement of specialized subcontracting for the land-based water intake and discharge project of the Zhejiang Jin Qimen Nuclear Power Plant Units 1 and 2, with a signed amount of 77 million yuan (including a tax rate of 9%) [1] Group 1 - The company received a "Notice of Transaction" from China Nuclear Industry Construction Corporation [1] - The contract pertains to the GE tunnel excavation and CC well pile foundation engineering [1] - The total contract value is 77 million yuan, which includes a tax rate of 9% [1]

Core Viewpoint - Zhongyan Dadi (003001) has been awarded a contract for the land-based water intake and discharge project at the Zhejiang Jin Qimen Nuclear Power Plant, which is expected to positively impact the company's future operating performance [1] Group 1: Contract Details - The company received a "Notice of Award" from China Nuclear Industry Construction Group Co., Ltd. confirming it as the successful bidder for the project [1] - The signed contract amount is 77 million and 3 thousand yuan, with a tax rate of 9% [1] Group 2: Business Impact - The awarded project falls within the company's main business operations [1] - If the formal contract is signed and the project is implemented smoothly, it will have a positive effect on the company's future financial performance [1]

Core Viewpoint - Zhongyan Dadi (003001.SZ) has been awarded a contract for the land-based water intake and discharge project at the Zhejiang Jin Qimen Nuclear Power Plant, with a signed amount of 77 million yuan (including a tax rate of 9%) [1] Group 1 - The company received a "Notice of Transaction" from China Nuclear Industry Construction Corporation [1] - The contract pertains to the GE tunnel excavation and CC well pile foundation engineering subcontracting procurement [1] - The total contract value is 77 million yuan, which includes a tax rate of 9% [1]

Group 1 - The company, Zhongyan Dadi (003001.SZ), has received a "Notice of Transaction" from China Nuclear Industry Construction Corporation, confirming its selection for a procurement project [1] - The project involves the land-based water intake and discharge system for the No. 1 and No. 2 units of the Zhejiang Jin Qimen Nuclear Power Plant [1] - The signed contract amount for this project is 770 million yuan [1]

每经AI快讯，中岩大地（SZ 003001，收盘价：22.95元）10月13日晚间发布公告称，近日，北京中岩大 地科技股份有限公司收到由中国核工业建设股份有限公司发出的《成交通知书》（采购编号：CNEC- GC-GKXJ25-15525），确定公司为中核二二浙江金七门核电厂1、2号机组陆域取排水项目GE隧道明挖 部分、CC井桩基工程专业分包采购的成交方。 每经头条（nbdtoutiao）——AI技术滥用调查：明星可被"一键换装"，"擦边"内容成流量密码，技术防 线为何形同虚设？ （记者 曾健辉） 2025年1至6月份，中岩大地的营业收入构成为：岩土工程占比94.16%，产品销售占比4.87%，环境修复 占比0.53%，其他占比0.44%。 截至发稿，中岩大地市值为41亿元。 ...

Core Viewpoint - The company has been awarded a subcontract for the land intake and discharge project of the Zhejiang Jin Qimen Nuclear Power Plant, which is expected to positively impact its future operating performance [1] Group 1: Project Details - The company received a "Notice of Award" from China Nuclear Industry Construction Corporation, confirming its role as the successful bidder for the GE tunnel excavation and CC pile foundation engineering subcontract [1] - The signed contract amount is RMB 77 million, with a tax rate of 9% [1] Group 2: Business Impact - The awarded project falls within the company's main business operations, indicating a strategic alignment with its core competencies [1] - If the formal contract is signed and the project is implemented smoothly, it will have a positive effect on the company's future financial performance [1]

签约金额：人民币大写柒仟柒佰万零叁佰贰拾玖元玖角贰分(金额小写： 77,000,329.92元，税率9%） 中标单位：北京中岩大地科技股份有限公司 采购实施单位：中国核工业建设股份有限公司 采购需求单位：中国核工业第二二建设有限公司 公司与招标人不存在关联关系。 北京中岩大地科技股份有限公司 关于收到中标通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 近日，北京中岩大地科技股份有限公司（以下简称"公司"）收到由中国 核工业建设股份有限公司发出的《成交通知书》（采购编号：CNEC-GC-GKXJ- 25-15525），确定公司为中核二二浙江金七门核电厂1、2号机组陆域取排水项 目GE隧道明挖部分、CC井桩基工程专业分包采购的成交方，现将中标情况公告 如下： 一、中标项目主要内容 项目名称：中核二二浙江金七门核电厂1、2号机组陆域取排水项目GE隧道 明挖部分、CC井桩基工程专业分包常规采购项目 证券代码：003001 证券简称：中岩大地 公告编号：2025-089 2025年10月14日 该项目尚未签订正式合同，项目具体内容及实施等以最终签署的合同为 ...

10月10日，中岩大地大宗交易成交15万股，成交额308.1万元，占当日总成交额的2.73%，成交价20.54元，较市场收盘价 23.15元折价11.27%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-10-10 | 003001 | 中岩大地 | 20.54 | 15.00 | 308.10 中信建投证券股份 | | 红塔证券股份有限 | | | | | | | 有限公司北京望京 | | 公司北京丰科路证 | | | | | | | 证券营业部 | 券营业部 | | ...

Summary of Key Points Core Viewpoint The company, Beijing Zhongyan Dadi Technology Co., Ltd., has announced the provision of guarantees for its subsidiaries, totaling up to RMB 160 million, to support their daily operations and financing needs. This includes various types of guarantees such as performance bonds and credit guarantees. Group 1: Guarantee Overview - The company has approved a guarantee limit of up to RMB 160 million for its subsidiaries, which includes various forms of financial support such as bank credit applications and performance guarantees [1] - The guarantee types include credit guarantees, mortgage guarantees, and pledge guarantees, with a validity period of one year from the date of the shareholders' meeting approval [1] Group 2: Progress on Guarantees - The company has issued performance bonds for its wholly-owned subsidiaries, with amounts of RMB 919,200 for Beijing Zhongyan Dadi Engineering Technology Co., Ltd. and RMB 6,659,665 for Beijing Zhongyan Dadi New Energy Technology Co., Ltd. [2][9] - A new "Digital Factoring Tripartite Cooperation Agreement" has been signed with Huaxia Bank and a financial service company, allowing the company to provide joint liability guarantees for its subsidiaries' payment obligations [2][10] Group 3: Subsidiary Information - Beijing Zhongyan Dadi Engineering Technology Co., Ltd. has a registered capital of RMB 10 million and was established on February 2, 2018, focusing on engineering management and technical services [3][4] - Beijing Zhongyan Dadi New Energy Technology Co., Ltd. has a registered capital of RMB 41.26 million and was established on February 1, 2021, specializing in new energy technology and related services [6][4] Group 4: Financial Situation - As of the disclosure date, the total amount of guarantees provided by the company to its subsidiaries is RMB 10.1567 million, which accounts for 0.84% of the company's audited net assets for the year 2024 [12]

Investment Rating - The report maintains an "Outperform" rating for the construction materials sector, indicating expected performance above the market index by more than 10% over the next 6 to 12 months [5][89]. Core Views - The introduction of the "Stabilization Growth Work Plan for the Building Materials Industry (2025-2026)" aims to enhance profitability and strengthen industry management, promoting a competitive environment [1][3]. - Cement prices have seen a significant increase of 1.5% recently, with expectations for further price hikes as companies strive to meet annual growth targets [2][22]. - The glass market is experiencing a slight price increase, supported by downstream replenishment, although demand acceptance at higher prices remains limited [2][37]. - The fiberglass market shows stable pricing for non-alkali yarn, while electronic yarn remains in high demand, indicating a robust market for high-end products [2][54]. Summary by Sections Cement - National cement prices have risen significantly, with a 1.5% increase noted. Companies are expected to continue pushing for price increases as the fourth quarter approaches [2][22]. - The report anticipates that cement companies will maintain upward price momentum to achieve annual growth targets [2][22]. Glass - Float glass prices have shown a slight increase, supported by replenishment from downstream sectors, although the acceptance of high prices is limited [2][37]. - The photovoltaic glass market has seen a slight decline in demand, with inventory levels increasing, but manufacturers are maintaining stable pricing strategies [2][45]. Fiberglass - The price of non-alkali yarn remains stable, with mainstream prices for 2400tex yarn at 3250-3700 CNY/ton, while electronic yarn prices are stable due to high demand in the high-end market [2][54]. Investment Recommendations - The report suggests focusing on the cement and glass sectors due to stricter supply controls and improving profitability. Recommended companies include Conch Cement, Huaxin Cement, and Qibin Group [3][5]. - For fiberglass, companies like China National Materials and China Jushi are highlighted as beneficiaries of structural demand growth [3][5]. - In the construction sector, a recovery in infrastructure investment is anticipated, with recommendations for companies such as China Railway Construction and China State Construction [3][5].