证券代码：600039证券简称：四川路桥公告编号：2025-082 四川路桥建设集团股份有限公司 关于下属施工企业参股投资G5京昆高速公路成都至雅安段扩容工程的关联交易进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、项目概述 四川路桥建设集团股份有限公司（以下简称公司或本公司）于2025年7月18日召开第八届董事会第五十 八次会议，审议通过了《关于下属施工企业参股投资G5京昆高速公路成都至雅安段扩容工程的关联交 易议案》，董事会同意下属施工企业四川公路桥梁建设集团有限公司、四川省交通建设集团有限责任公 司以参股方式与中国华西企业股份有限公司及公司关联方四川成渝高速公路股份有限公司、四川高路信 息科技有限公司组成联合体，参与G5京昆高速公路成都至雅安段扩容工程（以下简称本项目或成雅扩 容项目）投资。2025年7月28日，联合体收到招标人的《中标通知书》，确认联合体中标成雅扩容项 目。具体内容详见公司公告编号为2025-079、2025-080的《四川路桥关于下属施工企业参股投资G5京昆 高速公路成都至雅安段扩容工程 ...

Core Viewpoint - Sichuan Chengyu announced its participation in the bidding for the G5 Jingkun Expressway Chengdu to Ya'an section expansion project, confirming its status as the first candidate for the project after winning the bid [1] Group 1: Project Details - The project is referred to as the Chengya Expansion Project and involves the expansion of the G5 Jingkun Expressway [1] - The bidding announcement was made by the governments of Ya'an, Chengdu, and Meishan on June 27, 2025 [1] - The consortium, which includes Sichuan Chengyu, China Huaxi Enterprise Co., Ltd., Sichuan Provincial Transportation Construction Group Co., Ltd., Sichuan Highway and Bridge Construction Group Co., Ltd., and Sichuan Gaolu Information Technology Co., Ltd., was formed to participate in the bidding [1] Group 2: Bid Outcome - On July 22, 2025, the consortium was announced as the first candidate for the project [1] - The consortium received the bid notification from the tendering authority on July 28, 2025, confirming their successful bid for the Chengya Expansion Project [1] - An investment agreement was signed between the consortium and the tendering authority on August 6, 2025 [1]

证券代码：600039 证券简称：四川路桥 公告编号：2025-082 四川路桥建设集团股份有限公司 关于下属施工企业参股投资 G5 京昆高速公路成都至 雅安段扩容工程的关联交易进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、项目概述 四川路桥建设集团股份有限公司（以下简称公司或本公司）于 2025 年 7 月 18 日召开第八届董事会第五十八次会议，审议通过了《关于下属施工企业参股 投资 G5 京昆高速公路成都至雅安段扩容工程的关联交易议案》，董事会同意下 属施工企业四川公路桥梁建设集团有限公司、四川省交通建设集团有限责任公司 以参股方式与中国华西企业股份有限公司及公司关联方四川成渝高速公路股份 有限公司、四川高路信息科技有限公司组成联合体，参与 G5 京昆高速公路成都 至雅安段扩容工程（以下简称本项目或成雅扩容项目）投资。2025 年 7 月 28 日， 联合体收到招标人的《中标通知书》，确认联合体中标成雅扩容项目。具体内容 详见公司公告编号为 2025-079、2025-080 的《四川路桥关于下属施工企业 ...

证券之星消息，8月6日基础建设板块较上一交易日下跌0.42%，汇绿生态领跌。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。基础建设板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603815 | 交建股份 | 8.21 | 3.92% | 12.13万 | | 9826.77万 | | 603176 | 汇通集团 | 7.03 | 2.78% | 61.23万 | | 4.39亿 | | 002941 | 新疆交建 | 12.43 | 2.39% | 20.75万 | | 2.55亿 | | 300982 | 苏文电能 | 20.22 | 1.71% | 6.83万 | | 1.37亿 | | 002200 | *ST交投 | 7.36 | 1.38% | 3.75万 | | 2743.93万 | | 300949 | 圆雅股份 | 41.92 | 0.65% | 9373.0 | | 3920.00万 ...

Group 1: Agricultural Products - Company received approval from the China Securities Regulatory Commission for a stock issuance to specific targets, valid for 12 months from the date of approval [1] Group 2: Shareholder Reductions - Guangdong Science and Technology Venture Investment Co., Ltd. plans to reduce its stake in Hongqiang Co. by up to 211.6 million shares, representing 1% of total shares [1] - Huizhou Junqiang Equity Investment Partnership plans to reduce its stake in Green Precision by up to 123.8 million shares, representing 0.2995% of total shares [2] - Philips (China) Investment Co., Ltd. plans to reduce its stake in Chuangye Huikang by up to 46.33 million shares, representing 3% of total shares [2] - Chengdu Dijing Financial Consulting Center and Zhuo Yuqing plan to reduce their stake in Ruidi Zhichu by up to 194.65 million shares, representing 2.52% of total shares [4] - Ruizhong Life Insurance Co. plans to reduce its stake in Tongzhou Electronics by up to 752.44 million shares, representing 1% of total shares [5] - Zhejiang Taian Tai Investment Consulting Partnership plans to reduce its stake in Zhejiang Agricultural Shares by up to 15.2853 million shares, representing 3% of total shares [13] - Company executives plan to reduce their stake in Zhimi Intelligent by up to 47,000 shares, representing 0.0187% of total shares [18] Group 3: Financial Transactions - Shenzhen Metro Group will provide Vanke A with a loan of up to 1.681 billion yuan for debt repayment, with a term of no more than 3 years and an interest rate of 2.34% [6] - Sichuan Road and Bridge received a commitment letter for a stock repurchase loan of up to 180 million yuan from China Minsheng Bank, with a term of no more than 3 years [8] Group 4: Company Developments - Xiangyuan Cultural Tourism plans to upgrade the Danxia Mountain scenic area with a budget of approximately 26.8511 million yuan [7] - ST Kelly plans to sell a 36.9% stake in Jieno Medical and exit its investment in Jingzheng Medical [10] - Yifan Pharmaceutical's subsidiary's application for the registration of melatonin granules has been accepted by the National Medical Products Administration [12] - Aishide plans to acquire a 13.6365% stake in Gongqingcheng Aishide Innovation for approximately 1.0157 billion yuan [20] - Roman Co. intends to acquire a 39.23% stake in Wutong High-Tech, becoming its largest shareholder [22]

Group 1 - The company plans to repurchase its shares using self-owned or self-raised funds, with a total repurchase amount between RMB 100 million and RMB 200 million, and a maximum repurchase price of RMB 12.54 per share, which will be adjusted to RMB 12.16 per share after the dividend distribution on July 11, 2025 [2][4][7] - The company has received a commitment letter for a stock repurchase special loan from China Minsheng Bank Chengdu Branch, with a maximum loan amount of RMB 180 million, covering up to 90% of the repurchase amount [4][5] - The loan has a term of up to 3 years and is specifically intended for the repurchase of company shares [5][6] Group 2 - The company will continue to follow relevant regulations and guidelines during the repurchase period and will disclose information regarding the progress of the repurchase [7][8]

人民财讯8月5日电，四川路桥（600039）8月5日晚间公告，公司近日收到民生银行成都分行出具的《股 票回购专项贷款承诺函》，承诺贷款额度最高不超过1.8亿元，且贷款比例不超过回购金额的90%。贷 款期限不超过3年，专项用于回购公司股份。 ...

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Report's Core View - The report regularly sorts out the latest information on private exchangeable bond (private EB) projects from public channels and conducts basic element tracking on private exchangeable bond projects. It also reminds that the private issuance terms and issuance process may be changed, and the final prospectus should be referred to. The issuance progress should be consulted with the relevant lead underwriters. There were no new project information this week [1][2]. Group 3: Summary by Related Catalog - **List of Private EB Projects**: The report lists multiple private EB projects, including details such as bond names, lead underwriters, scales, target stocks, project statuses, and update dates. Projects like "Beijing He Xie Heng Yuan Technology Co., Ltd. 2025 Private Placement Exchangeable Corporate Bonds for Professional Investors" have passed, while projects like "Fuda Holding Group Co., Ltd. 2025 Private Placement Exchangeable Corporate Bonds for Professional Investors" are in the "Feedback Received" status [3].

Investment Rating - The report suggests a positive outlook on Sichuan Road and Bridge as a leading player in Southwest infrastructure, highlighting its current combination of regional infrastructure growth and dividend yield [3][15]. Core Insights - The report emphasizes the importance of local manufacturing in Africa, particularly for companies like Keda Manufacturing, which is positioned as a leader in localized production and sales [4][16]. - The report notes a price increase in RTF copper foil, indicating a high demand for HVLP products, and suggests continued investment in copper foil and electronic cloth sectors [5][17]. - The report tracks the performance of various materials, indicating a downward trend in cement prices and a mixed outlook for glass and fiberglass markets [6][18][22]. Summary by Sections Weekly Discussion - Sichuan Road and Bridge is highlighted for its strong position in Southwest infrastructure, with a reported investment of 134.9 billion yuan in transportation construction, ranking second nationally and showing a 3.5% increase year-on-year [3][15]. Cyclical Linkage - Cement prices averaged 340 yuan per ton, down 43 yuan year-on-year, with an average shipment rate of 44.7% [6][18]. - Glass prices increased to 1295.28 yuan per ton, reflecting a 4.58% rise, while concrete mixing stations reported a capacity utilization rate of 7.12% [6][18]. - The report warns of potential price declines in steel due to market fundamentals [6][18]. National Subsidy Tracking - The report mentions the allocation of 690 billion yuan for consumer goods replacement subsidies, with plans for further funding in October [7][19]. Important Changes - Notable acquisitions include Defu Technology's purchase of Circuit Foil Luxembourg for 174 million euros and the listing of Hanhai Group on the A-share market [8][20][21]. Market Performance - The construction materials index fell by 3.96% over the week, with specific declines in glass manufacturing and fiberglass sectors [24]. Material Price Changes - Cement prices continued to decline, with a national average of 340 yuan per ton, while glass prices showed a slight increase [32][41]. - Fiberglass prices remained under pressure, with a reported average of 3595.25 yuan per ton [66].

金融界消息 截至2025年8月1日收盘，四川路桥（600039）报收于8.27元，下跌0.48%，换手率0.29%， 成交量19.24万手，成交金额1.59亿元。 资金流向方面，今日主力资金净流入1273.01万元，占比成交额7.99%。其中，超大单净流入661.73万 元、占成交额4.15%，大单净流入611.28万元、占成交额3.84%，中单净流出流出684.77万元、占成交额 4.3%，小单净流出588.24万元、占成交额3.69%。 四川路桥最新一期业绩显示，截至2025一季报，公司营业总收入229.86亿元、同比增长3.98%，归属净 利润17.74亿元，同比增长0.99%，扣非净利润17.76亿元，同比增长2.05%，流动比率1.275、速动比率 1.211、资产负债率77.62%。 天眼查商业履历信息显示，四川路桥建设集团股份有限公司，成立于1999年，位于成都市，是一家以从 事土木工程建筑业为主的企业。企业注册资本871226.3805万人民币，实缴资本15000万人民币。公司法 定代表人为孙立成。 通过天眼查大数据分析，四川路桥建设集团股份有限公司共对外投资了22家企业，参与招投标项目225 ...