证券代码：003001 证券简称：中岩大地 公告编号：2025-100 北京中岩大地科技股份有限公司 公司于2023年1月29日召开了第三届董事会第九次会议，审议通过了《关于 以集中竞价交易方式回购股份方案的议案》，同意公司使用自有资金以集中竞 价交易方式回购公司发行的人民币普通股（A股）股票，用于实施股权激励或员 工持股计划，本次回购资金总额不低于人民币1,500万元（含）且不超过人民币 3,000万元（含），回购价格不超过人民币22.50元/股。回购股份实施期限为自 董事会审议通过回购股份方案之日起12个月内。具体回购股份的数量以回购方 案实施完毕时实际回购的股份数量为准。具体内容详见公司于2023年1月31日在 巨潮资讯网（www.cninfo.com.cn）披露的《关于以集中竞价交易方式回购股份 方案的公告》（公告编号：2023-004）、《关于回购股份的报告书》（公告编 号：2023-005）。 鉴于公司2022年年度权益分派已于2023年7月12日实施完毕，公司根据《关 于回购股份的报告书》，对本次回购股份价格上限由不超过人民币22.50元/股 调整为不超过人民币22.35元/股。具体详见公司于2 ...

证券代码：003001 证券简称：中岩大地 公告编号：2025-099 北京中岩大地科技股份有限公司 关于中标项目签订合同的进展公告 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。 北京中岩大地科技股份有限公司（以下简称"公司"）于 2025 年 10 月 23 日披露了《关于收到中标通知书的公告》（公告编号：2025-092）。近日，公司 与北京澎湃星耀体育产业发展有限公司签署了《建筑工程施工合同》，现将有关 情况公告如下： 一、合同的主要内容 （一）合同签订主体 发包人（甲方）：北京澎湃星耀体育产业发展有限公司 承包人（乙方）：北京中岩大地科技股份有限公司 二、项目合同签订对公司的影响 本次签署的项目合同属于公司的主营业务范围，合同履行对公司业务独立性 没有影响，公司主要业务不会因履行合同而对业主方形成依赖。若合同能够顺利 履行，将为公司持续发展提供业务支持。预计将对公司的未来业绩产生积极影响。 三、项目合同的审议程序 1 上述项目合同为公司日常经营合同，根据《深圳证券交易所股票上市规则》、 《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规 ...

Investment Rating - The report maintains an "Optimistic" rating for the construction industry [2][3]. Core Insights - The construction industry faced revenue and profit pressures in Q1-Q3 2025, with total revenue of 5.52 trillion, down 5.2% year-on-year, and net profit of 118.9 billion, down 9.0% year-on-year [2][3]. - The decline in revenue has narrowed, and cash flow has shown significant improvement, attributed to local government debt resolution policies and enhanced cash flow management by companies [2][5]. - The industry’s gross margin remained stable at 9.8%, with a net margin of 2.16%, indicating effective cost control despite external pressures [2][10]. Summary by Sections 1. Financial Overview of the Construction Industry - In Q1-Q3 2025, major listed companies in the construction sector reported a total revenue of 5.52 trillion, reflecting a year-on-year decrease of 5.2%, and a net profit of 118.9 billion, down 9.0% [3][9]. - Quarterly revenues were 1.84 trillion, 1.91 trillion, and 1.76 trillion, with respective year-on-year declines of 6.2%, 5.2%, and 4.3% [3][9]. 2. ROE Analysis - The overall Return on Equity (ROE) for the industry in Q1-Q3 2025 was 3.36%, a decrease of 0.53 percentage points year-on-year [17]. - The decline in ROE is attributed to reduced investment and increased cost pressures, impacting profitability [17][28]. 3. Cash Flow Improvement - The industry’s operating cash flow showed improvement, with a net outflow of 404.7 billion, which is 70.7 billion less than the previous year [4][14]. - The cash collection ratio improved to 103%, 87%, and 108% across the three quarters, indicating better cash management [4][14]. 4. Investment and Profitability Trends - The construction sector is experiencing a shift towards cash management and asset quality improvement, with companies focusing on reducing ineffective assets [5][26]. - Investment net income in Q3 2025 decreased by 39.4 billion year-on-year, reflecting the ongoing challenges in the sector [26]. 5. Market Perception and Opportunities - The report suggests that the market underestimates the potential for investment in the construction and real estate sectors, which remain crucial to the economy [6]. - The emphasis on quality over growth by state-owned enterprises is expected to create new opportunities for sustainable growth [6].

Core Viewpoint - The company Zhongyan Dadi announced the signing of multiple contracts with China General Nuclear Power Engineering Co., Ltd. for the procurement of fluidized solidified soil, totaling approximately RMB 76,982,558.00 [1] Group 1: Contract Details - The contracts include procurement agreements for various projects such as the Taipingling Phase II, Guangdong Taishan Nuclear Power Units 3 and 4, Shandong Zhaoyuan Nuclear Power Station Phase I, San'ao Phase II, and Fangchenggang Phase III [1] - The total contract value amounts to RMB 76,982,558.00 [1]

证券代码：003001 证券简称：中岩大地 公告编号：2025-098 （一）合同签订主体 发包人（甲方）：中广核工程有限公司 承包人（乙方）：北京中岩大地科技股份有限公司 北京中岩大地科技股份有限公司 关于中标项目签订合同的进展公告 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。 北京中岩大地科技股份有限公司（以下简称"公司"）于 2025 年 10 月 21 日披露了《关于收到中标通知书的公告》（公告编号：2025-091）。近日，公司 收到与中广核工程有限公司签署的流态固化土集约化采购合同（包括《太平岭二 期流态固化土采购合同》《广东台山核电 3、4 号机组项目流态固化土采购合同》 《山东招远核电站一期工程流态固化土采购合同》《三澳二期流态固化土采购合 同》《防城港三期流态固化土采购合同》），上述合同签约总价为人民币 76,982,558.00 元。现将有关情况公告如下： 一、合同的主要内容 （二）合同主要条款 1、工程名称：太平岭二期流态固化土采购项目、广东台山核电 3、4 号机组 项目流态固化土采购项目、山东招远核电站一期工程流态固化土采购项目、三澳 ...

Core Viewpoint - The company has signed a contract with China General Nuclear Power Engineering Co., Ltd. for the procurement of fluidized solidified soil, which is expected to positively impact future performance [1] Group 1: Contract Details - The total contract value is 76.9826 million yuan [1] - The projects included in the contract are Taipingling Phase II, Guangdong Taishan Nuclear Power Units 3 and 4, Shandong Zhaoyuan Nuclear Power Station Phase I, San'ao Phase II, and Fangchenggang Phase III [1] - The total duration for the contract execution is 1,886 calendar days [1] Group 2: Business Impact - The contract will support the company's ongoing development by providing business support [1] - The execution of the contract is anticipated to have a positive effect on the company's future performance [1]

Group 1 - The core point of the article is the disclosure of institutional holdings in Zhongyan Dadi (003001.SZ) as of October 30, 2025, indicating a decrease in institutional ownership compared to the previous quarter [1] - As of the reporting date, there are 2 institutional investors holding a total of 9.52 million shares, which represents 5.39% of Zhongyan Dadi's total share capital [1] - The institutional ownership has decreased by 1.34 percentage points compared to the previous quarter [1] Group 2 - The report mentions 19 public funds that have not disclosed their holdings in the current period, including notable funds such as China Merchants Ruiqing Mixed A and Rongtong New Trend Flexible Allocation Mixed [1]

Core Viewpoint - Zhongyan Dadi, a leading geotechnical engineering company in China, has shown significant growth potential through its core technologies and strategic partnerships, despite its current lower revenue and profit rankings within the industry [1][2][6]. Company Overview - Zhongyan Dadi was established on December 19, 2008, and listed on the Shenzhen Stock Exchange on October 13, 2020. The company is headquartered in Beijing and specializes in providing comprehensive solutions in geotechnical engineering and environmental remediation [1]. - The company operates in the construction decoration sector, specifically in specialized engineering, and is involved in various concept sectors including small-cap, water conservancy construction, online education fusion, superconductivity, and nuclear power [1]. Financial Performance - For Q3 2025, Zhongyan Dadi reported a revenue of 447 million yuan, ranking 17th out of 20 in the industry, significantly lower than the top competitor, China Metallurgical Group, which reported 335.09 billion yuan [2]. - The main business revenue composition includes geotechnical engineering at 340 million yuan (94.16%), product sales at 17.59 million yuan (4.87%), and environmental remediation at 1.92 million yuan (0.53%) [2]. - The net profit for the same period was 20.07 million yuan, ranking 14th in the industry, again trailing behind major competitors [2]. Profitability and Debt Management - As of Q3 2025, Zhongyan Dadi's debt-to-asset ratio was 30.59%, a decrease from 31.85% year-on-year, and significantly lower than the industry average of 61.18% [3]. - The company's gross profit margin was reported at 24.29%, slightly down from 24.96% year-on-year but still above the industry average of 16.47% [3]. Management and Shareholder Structure - The chairman, Wang Lijian, received a salary of 339,000 yuan in 2024, an increase of 73,600 yuan from 2023. The general manager, Wu Siyu, earned 309,200 yuan, up by 44,900 yuan from the previous year [4]. - As of September 30, 2025, the number of A-share shareholders decreased by 3.44% to 17,400, with an average holding of 6,203.64 shares, an increase of 3.57% [5]. Strategic Partnerships and Future Outlook - Tianfeng Securities noted that Zhongyan Dadi's profitability is expected to improve, benefiting from hydroelectric and nuclear power projects, with profit forecasts for 2025-2027 set at 150 million, 290 million, and 420 million yuan respectively [5]. - Huajin Securities highlighted the company's transition towards major national infrastructure projects, emphasizing its core technology and strategic collaborations, including partnerships with China Nuclear Group and Jingtai Technology [6].

中德证券有限责任公司关于北京中岩大地科技股份有限公 司使用部分闲置募集资金进行现金管理的核查意见 中德证券有限责任公司（以下简称"中德证券"或"保荐机构"）作为北京 中岩大地科技股份有限公司（以下简称"中岩大地"或"公司"）首次公开发行 股票并上市的保荐机构，根据《上市公司募集资金监管规则》《深圳证券交易所 股票上市规则》以及《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》等有关规定，就中岩大地使用闲置募集资金进行现金管理事项 进行了审慎核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准北京中岩大地科技股份有限公司首次 公开发行股票的批复》（证监许可〔2020〕1275 号），公司向社会公众公开发行 人民币普通股 24,293,828 股，募集资金总额为人民币 732,701,852.48 元，扣除各 项发行费用人民币 65,788,355.01 元，实际募集资金净额为人民币 666,913,497.47 元。上述募集资金到位情况已经信永中和会计师事务所（特殊普通合伙）验证， 并由其出具《验资报告》（XYZH/2020BJA80288）。 二、募集资金使用 ...

Core Viewpoint - Zhongyan Dadi (003001.SZ) reported a decline in revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company achieved an operating income of 447 million yuan, representing a year-on-year decrease of 19.77% [1] - The net profit attributable to shareholders was 22.76 million yuan, down 37.64% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 19.76 million yuan, a decrease of 47.24% year-on-year [1] - Basic earnings per share stood at 0.129 yuan [1]