Core Insights - Beijing Construction Environment Restoration Company showcased its core technologies and solutions at the 2025 China International Service Trade Fair, emphasizing its commitment to ecological restoration and sustainable development [1][5] Group 1: Key Technologies and Solutions - The "Regeneration Universe, Ecological Intelligence Core" model demonstrated a comprehensive solution for large-scale solid waste disposal and resource utilization, transforming industrial waste into renewable resources [2] - The company has developed an integrated modification technology and management system, which includes 8 invention patents and 1 PCT patent, enhancing its technical capabilities in various sectors [2] - The company’s groundwater remediation technologies, including PRB permeable reactive wall technology and microbial remediation, provide effective monitoring and control of groundwater in key areas [2] Group 2: Drone Monitoring Technology - The drone monitoring technology showcased can efficiently collect surface data using various payload modules, supporting ecological restoration and environmental management with high-precision data [3] - This technology has been applied in mining governance, agricultural ecological restoration, and urban planning, facilitating a shift from extensive to precise ecological management [3] Group 3: ECO System - The ECO system is an intelligent management platform that integrates project management, data integration, and intelligent warning, enhancing operational efficiency across various projects [4] - The platform's modular architecture allows for quick adaptation to diverse business scenarios, significantly improving management efficiency in pollution site remediation and solid waste resource utilization [4] Group 4: Commitment to Sustainable Development - The participation in the trade fair reflects the company's dedication to green development and the achievement of carbon neutrality goals, with a focus on continuous innovation in ecological restoration and resource recycling [5]

在2025年中国国际服务贸易交易会（以下简称 "服贸会"）上，北京建工修复公司携"再生寰宇、生态智核"沙盘、无人机监测技术及生态环境数据信息系统（ECO）三大亮点成果，全方位展现了 "再生寰宇、生态智核"沙盘直观还原了北京建工修复公司在大宗固废处置与资源化利用领域的全链条解决方案。针对磷石膏、赤泥、煤矸石等工业固废处理难题，公司创新突破技术瓶颈，将这类 为保障技术高效落地，北京建工修复公司构建了"改性药剂包+改性工艺设备包+工程管理包"的一体化改性集成技术与管理体系。截至目前，该体系已斩获8项发明专利、1项PCT专利及5项授权发 与此同时，沙盘还展示了北京建工修复公司在地下水修复领域的技术成果。通过PRB可渗透反应墙技术、智能抽提耦合药剂和微生物修复技术等核心手段，公司可实现对在产园区等重点区域地下 无人机监测技术获关注，为生态管理提供精准数据支撑。该无人机可灵活搭载激光雷达、高分辨率相机、多光谱相机等多种负载模块，能快速、高效、精准地获取地表空间数据，并生成高精度数 目前，该无人机技术已在矿山治理、农田生态修复、工程建设等场景广泛应用，同时还能为城市规划、生态监测等工作提供关键数据参考，助力打造更科学、更宜 ...

关于北京建工环境修复股份有限公司 中信建投证券股份有限公司 2025年上半年度跟踪报告 | 保荐人名称：中信建投证券股份有限公司 | 上市公司简称：建工修复 | | --- | --- | | 保荐代表人姓名：薛沛 | 联系电话：010-65608245 | | 保荐代表人姓名：张松 | 联系电话：010-56052547 | 一、保荐工作概述 | 项 目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2.督导公司建立健全并有效执行规章制度的情 | | | 况 | | | （1）是否督导公司建立健全规章制度（包括但 | | | 不限于防止关联方占用公司资源的制度、募集 | 是 | | 资金管理制度、内控制度、内部审计制度、关 | | | 联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 6 次 | | （2）公司募集资金项目进展是否与信息披露文 | 是 | | ...

Core Viewpoint - The recent financial report of Jian Gong Repair (300958) indicates a significant decline in revenue and net profit, raising concerns about the company's financial health and operational efficiency [1] Financial Performance Summary - Total revenue for the first half of 2025 was 325 million yuan, a decrease of 35.77% year-on-year [1] - The net profit attributable to shareholders was -34.96 million yuan, a decline of 1002.52% compared to the previous year [1] - In Q2 2025, total revenue was 97.98 million yuan, down 65.49% year-on-year, with a net profit of -27.40 million yuan, a decrease of 475.57% [1] - The gross profit margin improved to 20.93%, an increase of 12.6% year-on-year, while the net profit margin fell to -10.85%, a decrease of 3786.24% [1] - Total expenses (selling, administrative, and financial) reached 51.55 million yuan, accounting for 15.84% of total revenue, an increase of 51.1% year-on-year [1] Key Financial Ratios - The company's return on invested capital (ROIC) has been historically low, with a median of 9.32% since its listing, and a particularly poor ROIC of -3.11% in 2024 [2] - Cash assets are reported to be healthy, but the cash flow situation is concerning, with a cash flow to current liabilities ratio of only 84.52% [2] - The average operating cash flow over the past three years has been negative, indicating potential liquidity issues [2] Legal Matters - The company has reported progress in its ongoing litigation, with two cases resulting in a favorable first-instance judgment and five cases settled through mediation [3]

Core Viewpoint - The soil remediation industry in China is in a growth phase, driven by increasing awareness of soil pollution and regulatory measures, despite facing fluctuations in project numbers and investment amounts [1][4][8]. Group 1: Industry Overview - The soil and groundwater remediation industry in China has developed in three stages: incubation, growth, and stabilization, with the current phase being growth [1]. - The industry has gained attention since the early 2000s due to the severe soil pollution issues resulting from rapid industrialization and inadequate environmental regulations [1]. Group 2: Project Scale and Investment - The scale of soil remediation projects is approximately 10.1 billion yuan, with a total of 1,426 projects initiated in 2024, an increase of 309 projects from the previous year [2]. - However, the total investment in soil remediation projects saw a significant decline in 2024, amounting to 10.09 billion yuan, a year-on-year decrease of 48% [2]. Group 3: Future Development Trends - The demand for soil remediation in China is substantial, but it will be released in a rational and conservative manner, based on a risk management approach [4][8]. - Future growth in the industry is expected to be characterized by a more systematic approach, improved regulatory frameworks, and a focus on environmentally friendly development [4][8]. - Consulting projects, which include technical services, project supervision, effect evaluation, and design, are anticipated to continue growing rapidly as the industry matures [4][8].

Group 1 - Beijing Construction Environment Restoration Co., Ltd. signed a strategic cooperation agreement with the Dongchuan District government to promote sustainable development in the region [1][2] - The cooperation will focus on comprehensive utilization of phosphogypsum waste, prevention of soil heavy metal pollution, ecological restoration of abandoned mines, and comprehensive land remediation [1][2] - Dongchuan District is a key area in Kunming's "three-year action plan for comprehensive utilization of phosphogypsum," highlighting the significance of this partnership in addressing phosphogypsum treatment challenges [1][2] Group 2 - The company has successfully undertaken several representative soil pollution and ecological restoration projects in Yunnan, including the first industrial site restoration project in the province and the largest mercury pollution restoration project internationally [2] - The company aims to explore new paths and models for phosphogypsum comprehensive utilization through this cooperation, establishing a model for government-enterprise collaboration [2]

Group 1 - The core viewpoint of the article is that Jian Gong Repair (300958.SZ) reported a significant decline in revenue and an increase in net losses for the first half of 2025 [1] Group 2 - The company's operating revenue for the first half of 2025 was 325 million yuan, representing a year-on-year decrease of 35.77% [1] - The net loss attributable to shareholders of the listed company was 34.96 million yuan [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 38.41 million yuan, which expanded by 1310.91% year-on-year [1] - The basic loss per share was 0.22 yuan [1]

Group 1 - The company reported a revenue of 325 million yuan for the first half of 2025, representing a year-on-year decline of 35.77% [1] - The net profit attributable to shareholders of the listed company was -34.96 million yuan, indicating a shift from profit to loss compared to the previous year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -38.41 million yuan [1] - The basic earnings per share were -0.22 yuan [1]

证券代码：300958 证券简称：建工修复 公告编号：2025-042 公司对 2025 年半年度末存在减值迹象的资产进行了全面清查和减值测试， 计提 2025 年半年度各项资产减值准备共计人民币 56,023,509.98 元，具体情况如 下： | 项目 | 科目 | 金额 | | --- | --- | --- | | 信用减值损失 | 应收票据坏账损失 | -19,094.99 | 北京建工环境修复股份有限公司 关于 2025 年半年度计提资产减值准备的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 北京建工环境修复股份有限公司（以下简称"公司"或"本公司"）根据《深 圳证券交易所创业板股票上市规则》《深圳证券交易所创业板上市公司自律监管 指南第 1 号——业务办理》《企业会计准则》以及公司相关会计政策的规定，为 真实、准确反映公司 2025 年半年度财务状况、资产价值与经营成果，公司对各 类资产进行全面清查和减值测试，基于谨慎性原则，对 2025 年半年度计提资产 减值准备的有关情况说明如下： 一、本次计提资产减值准备情况 1、本次计提资产减值准 ...

二、监事会会议审议情况 证券代码：300958 证券简称：建工修复 公告编号：2025-044 北京建工环境修复股份有限公司 第四届监事会第十次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 北京建工环境修复股份有限公司（以下简称"公司"或"本公司"）第四届 监事会第十次会议于 2025 年 8 月 27 日在北京市朝阳区京顺东街 6 号院 16 号楼 一层第一会议室以现场会议的形式召开，会议通知及材料于 2025 年 8 月 15 日以 邮件方式送达全体监事。本次会议由公司监事会主席李笑雪女士召集并主持，会 议应到监事 3 名，实际参加会议监事 3 名。本次会议的召集、召开程序符合《中 华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第 2 号——创业 板上市公司规范运作》《公司章程》等有关规定。 具体内容请详见 2025 年 8 月 28 日于巨潮资讯网（www.cninfo.com.cn）上披 露的《2025 年半年度募集资金存放、管理与使用情况的专项报告》。 表决结果：同意 3 票，反对 0 票，弃权 0 ...