Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [1][4][23] Core Views - The strategic partnership between the company and Jingtai Technology is expected to drive a revolution in geotechnical engineering efficiency through AI empowerment, significantly shortening the research and development cycle of geotechnical materials and reducing overall costs [3][9] - The company is focusing on core technologies and materials to serve national strategic projects, with significant progress in the nuclear power and hydropower sectors, which is expected to accelerate the realization of related orders [4][16][18] Summary by Relevant Sections Strategic Cooperation - The company signed a strategic cooperation agreement with Jingtai Technology, which utilizes quantum physics and AI to enhance R&D solutions in various industries, including geotechnical solidification [2][3] Market Potential - The integration of the company's process data with AI solutions from Jingtai Technology is anticipated to enhance its leading position in the geotechnical engineering sector, opening up potential market space for foundation treatment [3][4] Financial Forecast - The company forecasts revenues of 919 million, 1.342 billion, and 2.050 billion yuan for 2024, 2025, and 2026 respectively, with net profits of 71 million, 147 million, and 299 million yuan, reflecting growth rates of +123%, +106%, and +103% [4][23][26] Major Projects - The company has secured significant orders in the nuclear power and hydropower sectors, including collaborations with major players like China Nuclear Group and China Gezhouba Group, which are expected to expedite project approvals and order realizations [16][17][18]

股票代码：003001 信息义务披露人：王立建 住所地址：北京市海淀区********** 通讯地址：北京市石景山区苹果园路 2 号通景大厦 12 层 股份变动性质：股权减少。 北京中岩大地科技股份有限公司 简式权益变动报告书 上市公司名称：北京中岩大地科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：中岩大地 签署日期：2025 年 4 月 2 日 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及其他相关法律、法规、部门规章及规范性文件的有关规定编写。 二、信息披露义务人及其一致行动人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》和《公开发行证券的 公司信息披露内容与格式准则第 15 号——权益变动报告书》的规定，本报告书已全面披 露信息披露义务人在北京中岩大地科技股份有限公司(以下简称"中岩大地")中拥有权益 的股份变动情况。截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没 有通过任何 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [1][4][23] Core Viewpoints - The strategic cooperation between the company and Jingtai Technology is expected to drive a revolution in geotechnical engineering efficiency through AI empowerment, significantly shortening the research and development cycle of geotechnical materials and reducing overall costs [2][3][9] - The company has made significant progress in major national engineering projects, including collaborations in the nuclear power and hydropower sectors, which are expected to accelerate the realization of related orders [3][16][18] Summary by Relevant Sections Strategic Cooperation - The company signed a strategic cooperation agreement with Jingtai Technology, focusing on the fields of soil solidification agents and soft foundation solidification, combining industry experience with AI technology to create a new generation of intelligent geotechnical material systems [2][3] Market Opportunities - The collaboration is anticipated to enhance the company's leading advantage in geotechnical engineering, opening up potential market space for foundation treatment services [3][4] - The company has secured strategic partnerships with major players in the nuclear power and hydropower sectors, which are expected to lead to accelerated project approvals and order realizations [16][18] Financial Forecast - The company is projected to achieve revenues of 919 million, 1.342 billion, and 2.050 billion yuan for the years 2024, 2025, and 2026 respectively, with net profits of 71 million, 147 million, and 299 million yuan, reflecting significant growth rates of +123%, +106%, and +103% [4][23]

证券代码：003001 证券简称：中岩大地 公告编号：2025-009 北京中岩大地科技股份有限公司 关于公司控股股东、实际控制人及部分董事、高级管理人员 减持股份计划完成暨股份变动触及 1%整倍数的公告 公司控股股东、实际控制人王立建先生、董事及高级管理人员牛辉先生、高 级管理人员刘艳女士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。 北京中岩大地科技股份有限公司（以下简称"公司"）于 2025 年 2 月 24 日 在巨潮资讯网披露了《关于公司控股股东、实际控制人及部分董事、高级管理人 员减持股份的预披露公告》（公告编号：2025-007）。 公司控股股东、实际控制人王立建先生计划于 2025 年 3 月 18 日至 2025 年 6 月 17 日减持公司股份，拟减持数量不超过 3,732,000 股，占公司总股本的 2.94% （占本公司总股本剔除回购股份后股本的 3%），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剔除回购股份后 股本的 1%；通过大宗 ...

中岩大地 20250326 国内水利水电领域的基础施工主要由两家专业巨头主导，即电建天津基础局和 葛洲坝市政工程有限公司。中岩大地与这两家公司在多个项目上有过合作，并 赢得了对方的认可。中岩大地的核心目标是希望在资源、营销、研发、技术及 实施方面进行全方位合作，力争在水利水电基础工程领域占据一席之地。目前， 公司保持乐观态度，按照原定计划稳步推进。 • 中岩大地致力于水利水电基础工程领域，寻求资源、营销、研发、技术及 实施的全方位合作，目前按原定计划稳步推进，对未来发展持乐观态度。 • 核电业务实现突破，已进入四个核电项目，锁定三四个过亿订单预计二季 度落实，并与中广核签订战略协议，争取更多核电站项目，展现了公司在 该领域的实力和潜力。 • 港口业务计划二季度进行十余个重大项目现场原位测试实验，覆盖国内外 多地，旨在验证新技术和材料，提高中标概率，总额约 2000 万元，预示着 公司在该领域业务的积极拓展。 • 一带一路相关业务在马来西亚和澳门开展两个亿元级别实验项目，并在新 加坡洽谈多个项目，预计公司将逐季度加速发展，服务国家战略。 • 广东淤泥固化项目正常进行，新装备加材料设计产能每天可处理 1 万立方 ...

人民财讯3月17日电，3月13日，北京中岩大地科技股份有限公司（简称"中岩大地"）与中国核工业第二 二建设有限公司（简称"中核二二"）正式签署战略合作协议。 双方将在项目合作、资源共享、市场拓展等方面发挥各优势，共同推动技术创新与项目实践深度融合。 ...

Investment Rating - The industry rating is "Recommended" [5] Core Views - The construction materials industry is entering a peak season, with increasing downstream demand and effective implementation of staggered production, benefiting companies like Conch Cement, Huaxin Cement, and Tapai Group [1][7] - The recovery of second-hand housing transactions and government initiatives to boost consumption are expected to drive demand for consumer building materials, recommending companies such as Sankeshu and Weixing New Materials [1][8] - The government's focus on low-altitude economy development presents opportunities for companies like Huase Group and Design Institute [1][8] - Major engineering projects, such as the Yarlung project, are anticipated to commence, benefiting companies like Zhongyan Dadi [1][9] - The domestic demand for automotive coatings is expected to grow due to strong domestic substitution demand, recommending companies like Songji Coatings [1][11] Summary by Sections Market Overview - In the 11th week of 2025, new home transactions in 30 major cities showed a 2% year-on-year increase, with a total transaction area of 1,733.17 million square meters, up 11% year-on-year [2] - Second-hand housing transactions in 15 monitored cities increased by 42% year-on-year, indicating a robust market [2] Cement Market - The national average cement price rose to 393.86 yuan/ton, a 1.6% increase from the previous week, with significant price hikes in East, Central, and Southwest regions [3][24] - The operating load of cement mills increased to 37.12%, reflecting a recovery in demand [32] Investment Recommendations - Recommended companies include: - Conch Cement and Huaxin Cement for benefiting from rising cement prices [1][7] - Sankeshu and Weixing New Materials for their strong consumer building materials attributes [1][8] - Huase Group and Design Institute for low-altitude economy opportunities [1][8] - Zhongyan Dadi for potential orders from the Yarlung project [1][9] - Songji Coatings for growth in automotive coatings [1][11]

Investment Rating - The report maintains a "Buy" rating for key stocks in the industry, including Dongyangguang, Zhongyan Dadi, and Weixing Chemical [5]. Core Insights - The report emphasizes the potential of AI for Science (AI4S) in revolutionizing scientific research and its applications in various industries, particularly in materials and pharmaceuticals [1][2][3]. - AI4S is expected to grow into a significant market, potentially reaching a value of $140 billion if penetration rates increase to 25% in relevant sectors [3]. - China is identified as a favorable environment for the emergence of AI4S leaders due to its comprehensive chemical manufacturing capabilities and a shift towards research and development [4]. Summary by Sections Industry Overview - AI4S is recognized as the fifth paradigm of scientific research, integrating machine learning and high-performance computing to enhance research efficiency [1]. - The pharmaceutical sector is currently the largest market for AI4S, with major companies like Pfizer and Johnson & Johnson actively investing in this technology [2]. Market Potential - The report forecasts that AI4S could cover a downstream market size of approximately $11 trillion across six key sectors, including chemicals and semiconductors [3]. - If the research penetration rate reaches 2.5%, the AI4S industry could generate around $14.9 billion, with potential growth to $140 billion at a 25% penetration rate [3]. Key Companies - The report highlights key companies such as Crystal Technology and Zhizhi New Materials, which are making strides in AI4S applications in new materials [4]. - Notable collaborations include Crystal Technology's partnership with GCL Group for renewable materials R&D, with a total contract value of approximately 1 billion yuan [2]. Stock Performance - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for key stocks, indicating a positive outlook for companies like Dongyangguang and Zhongyan Dadi [5].

行 业 研 究 / 建 筑 装 饰 / 证 券 研 究 报 告 [Table_Title] 建筑装饰行业周报 政策稳中求进，关注低位央企和转型AI 算力等业务企业机会 1）主线一：推荐建筑央企。推荐【中国铁建】、【中国中铁】、【中国 交建】、【中国建筑】、【中国能建】、【中国电建】、【中国中冶】，关注 【中国化学】、【中材国际】、【中钢国际】、【中工国际】、【北方国际】。 2）主线二：推荐高景气赛道产业链重点企业。隧道掘进设备行业： 推荐【铁建重工】、【中铁工业】，关注【五新隧装】；民爆行业：推荐 【易普力】，【高争民爆】，关注【雅化集团】、【保利联合】等；岩土 工程行业：推荐【中岩大地】。 3）主线三：关注顺周期及布局转型 AI/机器人等新质生产力方向的优 质标的机会。推荐【罗曼股份】，关注【海南华铁】、【宁波建工】、【深 城交】、【鸿路钢构】、【深圳瑞捷】、【金诚信】。 【风险提示】 2025 年 03 月 09 日 [Table_Summary] 【投资要点】 2）3 月进入业绩披露期，关注业务布局高景气赛道、业绩表现较优的 建筑企业。本周浦东建设、安徽建工等景气区域地方国企公告经营情 况。浦东建设 2 ...

证券代码：003001 证券简称：中岩大地 公告编号：2025-008 北京中岩大地科技股份有限公司 关于董事会、监事会延期换届的提示性公告 北京中岩大地科技股份有限公司 董事会 2025 年 2 月 28 日 1 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。 北京中岩大地科技股份有限公司（以下简称"公司"）第三届董事会、监事 会将于 2025 年 3 月 2 日到期。鉴于公司新一届董事会候选人、监事会候选人的 提名工作尚未完成，为保持公司董事会、监事会工作的连续性及稳定性，公司董 事会、监事会的换届选举工作将适当延期举行，公司董事会各专门委员会及高级 管理人员的任期亦相应顺延。 在换届选举工作完成之前，公司第三届董事会、监事会及高级管理人员将依 照法律、行政法规和《公司章程》的规定继续履行董事、监事及高级管理人员勤 勉尽责的义务和职责。 公司董事会、监事会的延期换届不会对公司的正常运营产生影响。公司将积 极推进董事会、监事会换届选举工作进程，并及时履行相应的信息披露义务。 特此公告。 ...