Group 1 - The company Zhongyan Dadi (SZ 003001) announced that its fourth board meeting will be held on October 30, 2025, to review the proposal for the Q3 2025 report [1] - For the first half of 2025, the company's revenue composition is as follows: geotechnical engineering accounts for 94.16%, product sales for 4.87%, environmental remediation for 0.53%, and others for 0.44% [1] - As of the report date, Zhongyan Dadi has a market capitalization of 4.1 billion yuan [1]

Group 1 - Company Zhongyan Dadi reported Q3 performance, with revenue of approximately 447 million yuan for the first three quarters of 2025, a year-on-year decrease of 19.77% [1] - The net profit attributable to shareholders was approximately 22.76 million yuan, down 37.64% year-on-year [1] - Basic earnings per share were 0.129 yuan, reflecting a decrease of 37.62% compared to the previous year [1] Group 2 - As of the report date, Zhongyan Dadi's market capitalization stood at 4.1 billion yuan [2]

Core Viewpoint - The company reported a significant decline in both revenue and net profit for the third quarter and the first three quarters of the year, indicating potential challenges in its financial performance [1] Financial Performance Summary - Third quarter revenue was 86.1261 million yuan, a year-on-year decrease of 41.88% [1] - Third quarter net profit was 2.0114 million yuan, a year-on-year decrease of 87.66% [1] - Revenue for the first three quarters was 447 million yuan, a year-on-year decrease of 19.77% [1] - Net profit for the first three quarters was 22.7587 million yuan, a year-on-year decrease of 37.64% [1]

证券代码：003001 证券简称：中岩大地 公告编号：2025-096 北京中岩大地科技股份有限公司 关于使用部分闲置自有资金进行现金管理的公告 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。 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 30 日召开第四届董事会第二次会议，审议通过了《关于使用部分闲置自有资金进行 现金管理的议案》，为提高公司资金的使用效率，同意公司使用不超过人民币 5.5 亿元（含 5.5 亿元）的闲置自有资金进行现金管理，用于安全性高、流动性 好的中低风险投资产品。此次自有资金现金管理事项使用额度及期限自董事会审 议通过之日起 12 个月内有效，在额度范围内可以滚动使用。现将有关情况报告 如下： 一、本次使用闲置自有资金进行现金管理的基本情况 根据公司当前的资金使用状况并考虑保持充足的流动性，公司拟使用不超过 人民币 5.5 亿元（含 5.5 亿元）的闲置自有资金进行现金管理，使用额度及期限 自董事会审议通过之日起 12 个月内有效，在额度范围内可以滚动使用。 1 （三）投资决策及实施 经董事会审议通过后，董 ...

证券代码：003001 证券简称：中岩大地 公告编号：2025-095 北京中岩大地科技股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 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。 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 30 日召开第四届董事会第二次会议，审议通过了《关于使用部分闲置募集资金进行 现金管理的议案》，为提高公司资金的使用效率，在不影响募集资金投资项目建 设和公司正常经营的情况下，拟使用不超过人民币 1,000.00 万元（含 1,000.00 万元）暂时闲置的募集资金进行现金管理，用于安全性高、流动性好的低风险投 资产品，投资品种应当满足保本，且投资品种应当满足不得进行质押的要求。使 用额度及期限自董事会审议通过之日起 12 个月内有效，在额度范围内滚动使用。 现将具体事项公告如下： 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 ...

证券代码：003001 证券简称：中岩大地 公告编号：2025-097 北京中岩大地科技股份有限公司 二、重大项目履行情况 2、2025 年 10 月 20 日，公司收到由中广核工程有限公司发出的《中标通知 书》（项目编号：CGN-202506240007），确定公司为流态固化土集约化采购项目 的 中 标 人 。 具 体 内 容 详 见 公 司 于 2025 年 10 月 21 日 在 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的《关于收到中标通知书的公告》（公告编号： 2025-091）。 关于 2025 年第三季度经营情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，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"）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 3 号——行业信 息披露》等相关规定，现将公司 2025 年第三季度经营情况公告如下： | | 业务类型 | | 三季度新签订单 | | 截至报告期末 累计已签约未完工订单 | | 三季度已中标 尚未签约订单 | | --- | --- | ...

证券代码：003001 证券简称：中岩大地 公告编号：2025-093 北京中岩大地科技股份有限公司 第四届董事会第二次会议决议公告 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。 一、董事会会议召开情况 北京中岩大地科技股份有限公司（以下简称"公司"）第四届董事会第二次 会议于 2025 年 10 月 30 日（星期四）在公司会议室以现场结合通讯方式召开。 会议通知已于 2025 年 10 月 27 日通过专人送达的方式通知到各位董事。本次会 议应出席董事 7 人，实际出席董事 7 人（其中董事王立建、武思宇、吴嘉希，独 立董事姚立杰、申剑光、高强以通讯方式出席会议），会议由董事长王立建主持， 公司全体高管列席会议。 会议召开符合有关法律、法规、规章和《公司章程》的规定，会议合法有效。 二、董事会会议审议情况 经与会董事充分的讨论和审议本次会议议案并表决，形成如下决议： （一） 审议通过《关于<2025 年第三季度报告>的议案》 表决结果：9 票同意，0 票反对，0 票弃权。 本议案已经董事会审计委员会审议通过。 具体内容详见公司同日在巨潮资讯网（www.c ...

北京中岩大地科技股份有限公司 2025 年第三季度报告 证券代码：003001 证券简称：中岩大地 公告编号：2025-094 北京中岩大地科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 ☑否 1 北京中岩大地科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 ☑否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 86,126,068.03 | -41.88 ...

Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market [21]. Core Insights - The construction and decoration sector has shown a weekly increase of 2.91%, with the infrastructure private enterprises leading the performance at +7.55% [3][4]. - The report highlights that the GDP for the first three quarters of 2025 increased by 5.2%, while fixed asset investment decreased by 0.5% year-on-year [10][12]. - The "14th Five-Year Plan" emphasizes expanding high-level opening-up and optimizing regional economic layout, which is expected to provide significant elasticity to regional investments [10][12]. Summary by Sections 1. Market Performance - The construction sector outperformed the Shanghai Composite Index, with a weekly increase of 2.91% [4]. - The best-performing sub-sectors for the week were infrastructure private enterprises (+7.55%), decorative curtain walls (+7.00%), and infrastructure state-owned enterprises (+4.78%) [6][9]. 2. Industry Changes - The National Bureau of Statistics reported a year-on-year GDP growth of 5.2% for the first three quarters of 2025, with fixed asset investment down by 0.5% [10][12]. - Infrastructure investment (including all categories) grew by 3.3%, while real estate investment saw a significant decline of 13.9% [10][12]. 3. Key Company Updates - Jianfa Hecheng reported a revenue increase of 10.55% year-on-year and a net profit increase of 21.2% for the first three quarters of 2025 [12][14]. - Zhongyan Dadi won a procurement project worth 77.98 million yuan, accounting for 9.77% of its 2024 revenue [12][14]. - Anhui Construction won a project for the Yangzhou to Huainan expressway with a total value of 620 million yuan, representing 0.64% of its 2024 revenue [13][14]. 4. Investment Recommendations - The report recommends state-owned enterprises such as China Chemical, China Railway, and China Railway Construction due to their low valuations [3][12]. - It also suggests focusing on private enterprises like Zhizhi New Materials and Honglu Steel Structure, as well as international engineering firms like China Steel International and China Materials International [3][12].

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector compared to the overall market performance [4][26]. Core Insights - The report highlights a week-on-week increase in the SW Construction Decoration Index by 2.91%, with the infrastructure private enterprises sector showing the best performance at +7.55% [4][5]. - Key macroeconomic indicators include a GDP growth of +5.2% year-on-year for the first three quarters and a decline in real estate investment by -13.9% [12][14]. - The report emphasizes the potential for regional investments to gain traction as national strategic layouts deepen, suggesting that state-owned enterprises are currently undervalued [4][12]. Summary by Sections 1. Market Performance - The construction industry saw a weekly increase of +2.91%, outperforming the Shanghai Composite Index which rose by +2.88% [5][6]. - The top three sub-sectors for weekly gains were infrastructure private enterprises (+7.55%), decorative curtain walls (+7.00%), and infrastructure state-owned enterprises (+4.78%) [7][10]. 2. Industry Changes - Major changes reported include the approval of the "14th Five-Year Plan" which emphasizes high-level opening-up and optimization of regional economic layouts [12][14]. - Fixed asset investment for January to September 2025 showed a cumulative year-on-year decline of -0.5%, while infrastructure investment (including electricity) grew by +3.3% [12][14]. 3. Key Company Updates - Key companies reported significant changes, such as Jianfa Hecheng with a revenue increase of +10.55% and net profit growth of +21.2% for the first three quarters of 2025 [14][17]. - Zhongyan Dadi won contracts totaling 77.98 million yuan, representing 9.77% and 9.40% of its projected 2024 revenue from two major projects [14][17]. 4. Investment Recommendations - The report recommends state-owned enterprises like China Chemical, China Railway, and China Railway Construction, while also highlighting private companies such as Zhizhi New Materials and Honglu Steel Structure as potential investment opportunities [4][12].