格隆汇12月12日丨中国交建(601800.SH)在投资者互动平台表示，公司未掌握核聚变技术，但聚焦新质 基建业务发展，先后参与了山东石岛湾核电站、大连红沿河核电厂、福建宁德核电站等项目的相关部分 工程。 ...

格隆汇12月12日丨中国交建(601800.SH)在投资者互动平台表示，公司拥有绞吸挖泥船、耙吸挖泥船等 大型疏浚船舶八十余条，按照产能排名世界第一。 ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的大型造船厂有建造哪些船舶？有对外出 口吗？ 中国交建（601800.SH）12月12日在投资者互动平台表示，船舶制造不是公司主营业务，核心聚焦特种 船舶领域增值服务，可提供特种船舶施工总承包及代建服务，覆盖项目全流程管控、建造组织实施等核 心环节，凭借工程履约能力与资源整合优势，为客户打造定制化、专业化解决方案，满足特种船舶相关 建设需求。 ...

格隆汇12月12日丨中国交建(601800.SH)在投资者互动平台表示，公司持有振华重工约16.24%股权。 ...

格隆汇12月12日丨中国交建(601800.SH)在投资者互动平台表示，公司持有振华重工约16.24%股权。 ...

（编辑 任世碧） 证券日报网讯 12月11日，中国交建在互动平台回答投资者提问时表示，对于未来发展，公司将以"高质 量发展"为核心，短期聚焦订单转化与现金流优化，中长期依托新质生产力培育、海外拓展，推动业绩 稳步增长。 ...

Core Insights - The report highlights a rebound in export growth, with November exports increasing by 5.9% year-on-year, indicating strong resilience in foreign trade [5][7][9] - The construction sector is experiencing a divergence in performance, with traditional and new infrastructure projects working in tandem [20][23] - The automotive sector is witnessing significant growth, particularly in modular supply and die-casting businesses, with expectations of continued high profit growth [25][26] Group 1: Export and Trade Insights - November import growth was recorded at 1.9% year-on-year, while exports saw a notable increase of 5.9% year-on-year, marking a recovery from previous declines [5][6] - The trade surplus also improved, with a year-on-year increase of 14.7%, reflecting a robust trade environment [5][6] - The report emphasizes that China's export strength is driven by high cost-performance products, with machinery and high-tech products showing significant growth [8][9] Group 2: Construction Sector Analysis - The construction sector's fixed asset investment decreased by 1.7% year-on-year, with infrastructure investment growing by only 1.5%, indicating a slowdown [20][21] - Major state-owned enterprises in the construction sector reported a revenue decline of 4.4% year-on-year, highlighting the challenges faced due to reduced new contracts and prolonged payment cycles [21][22] - The report suggests focusing on opportunities in overseas construction, urban renewal, digital construction, and power engineering as key growth areas [22][23] Group 3: Automotive Sector Developments - The automotive sector is experiencing rapid growth, with the company transitioning successfully to a modular supplier, expecting significant revenue increases [25][26] - The market for stamping parts is substantial, with a domestic market size of approximately 300 billion, and the company is positioned to capture a larger market share [26][27] - The report anticipates continued high growth in the automotive sector, driven by partnerships with major automotive brands and the expansion of product offerings [27][28] Group 4: Electronics Sector Insights - The electronics sector, particularly in ODM, is set to benefit from the AI wave, with the company positioned as a leader in smartphone ODM with a revenue of 464 billion [29][30] - The report outlines a strategic focus on expanding into new growth areas such as smart glasses and automotive electronics, leveraging AI technology [30][31] - The company is expected to see significant revenue growth, with projections of 462.08 billion, 546.44 billion, and 663.31 billion for 2025-2027 [29][31]

新引擎，新航道 人人人人人人人人人 人人人人人人人人人人 专题报告 世邦魏理仕 中国区研究部 投资及资本市场部 2025 年12 月 Market Outlook lockup fixed. Please do not alter. Report Theme (16pt) Report Themes: – Intelligent Investment – Future Cities – Adaptive Spaces – Evolving Workforce – Creating Resilience Change Market name as needed. Cover photography: Urban cityscape / thriving spaces 执行摘要 险资近五年前四大配置资产类型 13% 59% 工业物流 1,370+亿元 ⚫ 人To -C人 人人人人人人人 险资C端资产配置占比变化 40+笔数 写字楼 730+亿元 19+笔数 零售商业 730+亿元 10+笔数 综合体 420+亿元 5+笔数 增值型 （Value -Add ） 机会型 （Opportunistic ） 改造 证券化 ...

证券日报网讯 12月9日，中国交建（601800）在互动平台回答投资者提问时表示，船舶制造不是公司主 营业务，核心聚焦特种船舶领域增值服务，可提供特种船舶施工总承包及代建服务，覆盖项目全流程管 控、建造组织实施等核心环节，凭借工程履约能力与资源整合优势，为客户打造定制化、专业化解决方 案，满足特种船舶相关建设需求。 ...

证券日报网讯 12月9日，中国交建（601800）在互动平台回答投资者提问时表示，公司将积极把握市场 机会，加快业务结构调整，努力实现更好股东回报。 ...