证券代码：002941 证券简称：新疆交建 公告编号：2025-026 新疆交通建设集团股份有限公司 关于公司收到中标通知书的公告 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。 近日，新疆交通建设集团股份有限公司（以下简称"公司"）收到安徽滁扬 高速公路有限公司发出的《中标通知书》，根据《中标通知书》，公司被确定为 盱眙至明光高速公路安徽段项目土建工程施工的中标单位。现将中标的有关情况 公告如下： 一、中标项目的主要内容 1、招标人：安徽滁扬高速公路有限公司 2、招标代理机构：滁州市城投工程咨询管理有限公司 3、中标人：新疆交通建设集团股份有限公司 4、中标项目：盱眙至明光高速公路安徽段项目土建工程施工 5、中标价格：人民币陆亿伍仟肆佰捌拾陆万捌仟肆佰贰拾伍元玖角零分 （¥654,868,425.90） 二、对公司的影响 该项目中标后，预计对公司提升业绩有积极影响，同时将提高公司的市场竞 争能力，为公司当前业绩作有力支撑。该事项属于公司日常经营事项，不会影响 公司业务的独立性。 三、风险提示 公司接到上述中标通知后，将按照招标文件要求办理合同签订事宜，合同具 ...

| 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0100 | -0.0200 | 50 | 0.0100 | | 每股净资产（元） | 5.34 | 4.96 | 7.66 | 4.55 | | 每股公积金(元) | 1.16 | 1.13 | 2.65 | 1.13 | | 每股未分配利润(元) | 2.67 | 2.38 | 12.18 | 2.04 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 4.35 | 3.98 | 9.3 | 3.99 | | 净利润(亿元) | -0.07 | -0.13 | 46.15 | 0.07 | | 净资产收益率(%) | -0.21 | -0.41 | 48.78 | 0.24 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 39114.95万股，累计占流通股比： 60.59%，较上期变化： -37.77万股 ...

Revenue and Profitability - Revenue for Q1 2025 was CNY 434.64 million, an increase of 9.18% compared to CNY 398.09 million in the same period last year[5] - The net profit for the current period was -¥12,314,594.94, an improvement from -¥17,342,283.16 in the previous period, indicating a reduction in losses[20] - The company reported a decrease in financial expenses, with interest expenses dropping to ¥55,339,224.18 from ¥64,773,193.69, a decline of 14.5%[19] - The total comprehensive income for the current period was -¥12,314,594.94, an improvement from -¥17,342,283.16 in the previous period, reflecting a positive trend in overall financial performance[20] Cash Flow and Operating Activities - Net cash flow from operating activities improved by 51.56%, reaching CNY -626.43 million compared to CNY -1.29 billion in the previous year[5] - The cash flow from operating activities showed a net outflow of -¥626,428,292.09, compared to -¥1,293,181,267.03 in the previous period, representing a significant improvement[22] - The company generated cash inflows from operating activities totaling ¥1,283,499,450.42, compared to ¥907,863,683.57 in the previous period, an increase of 41.3%[22] - Cash received from operating activities decreased by 38.83% compared to the previous year, primarily due to a reduction in various deposits received[13] Assets and Liabilities - Total assets decreased by 6.49% to CNY 18.60 billion from CNY 19.90 billion at the end of the previous year[5] - Current assets decreased from CNY 9,819,936,337.69 to CNY 8,233,531,917.22, representing a reduction of about 16.1%[17] - Cash and cash equivalents dropped from CNY 3,804,262,383.75 to CNY 2,805,361,940.90, a decrease of approximately 26.2%[17] - Total liabilities decreased from CNY 14,872,870,527.86 to CNY 13,548,062,846.08, a reduction of approximately 8.9%[18] - Current liabilities decreased from CNY 8,973,712,963.81 to CNY 7,465,631,566.12, representing a decline of about 16.8%[18] Research and Development - R&D expenses increased by 269.51% year-on-year, indicating a significant rise in investment in research and development[13] - Research and development expenses increased to ¥4,652,452.97 from ¥1,259,099.20, marking a rise of 270.5%[19] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 46,015[12] - The company raised ¥47,435,000.00 from minority shareholders during the current period, indicating ongoing support for its capital structure[24] Government Subsidies - The total amount of government subsidies recognized in the current period was CNY 2.64 million[6] Other Financial Metrics - The company's weighted average return on equity improved to -0.21% from -0.41% year-on-year[5] - The total amount of contract liabilities rose from CNY 1,874,579,137.95 to CNY 1,941,392,230.66, an increase of approximately 3.6%[18] - The company reported a 100% increase in cash received from investments, attributed to increased external investments[13]

证券代码：002941 证券简称：新疆交建 公告编号：2025-024 新疆交通建设集团股份有限公司 2025 年第一季度建筑业经营情况简报 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。 根据《深圳证券交易所股票上市规则》《深圳证券交易所行业信息披露指引 第 7 号—上市公司从事土木工程建筑业务》等相关规定，新疆交通建设集团股份 有限公司现将 2025 年第一季度建筑业经营情况简报如下： 项目 类型 新中标且签约项目 新中标未签约项目 截至报告期末累计已签 约未完工项目 数量（个） 金额（万元） 数 量 （个） 金额（万元） 数 量 （个） 金额（万元） 施工 项目 12 165,085.15 7 141,349.13 319 2,285,480.75 合计 12 165，085.15 7 141,349.13 319 2,285,480.75 一、总体情况 | 昌吉州重要 省道特许经 | | | | | | | | | | 正在履行，合同已 签，已完成项目施工 | | --- | --- | --- | --- | --- | --- | --- | -- ...

新疆交通建设集团股份有限公司监事会 关于《2025 年第一季度报告》的审核意见 2025 年 4 月 25 日，公司全体监事出席了公司第四届监事会第九 次临时会议，经过与会监事的认真讨论，一致认为：经审核，监事会 认为董事会编制和审议新疆交通建设集团股份有限公司 2025 年第一 季度报告的程序符合法律、行政法规及中国证监会的规定，报告内容 真实、准确、完整地反映了上市公司的实际情况，不存在任何虚假记 载、误导性陈述或者重大遗漏。 新疆交通建设集团股份有限公司监事会 2025 年 4 月 25 日 ...

2025年4月24日，新疆交通建设集团股份有限公司（以下简称"新疆交建"）发布2024年年度报告。报告 期内，公司实现营业收入68.63亿元，同比下降15.19%；经营活动产生的现金流量净额为2.34亿元，同 比增长138.47%。本文将对新疆交建2024年年报进行详细解读，分析公司在过去一年中的财务表现、经 营状况以及未来可能面临的风险。 关键财务指标分析 营收下滑，市场拓展遇挑战 2024年，新疆交建实现营业收入68.63亿元，较上年的80.92亿元下降15.19%。从业务构成来看，施工业 收入为65.64亿元，占比95.64%，同比下降14.65%；贸易收入1.48亿元，占比2.15%，同比下降45.06%； 勘测设计与试验检测及车辆通行等收入1.20亿元，占比1.75%，同比增长12.84%；租赁、运输及其他收 入0.31亿元，占比0.46%，同比增长21.01%。 分地区来看，新疆省内收入61.05亿元，占比88.95%，同比下降15.75%；新疆省外收入6.90亿元，占比 10.06%，同比下降16.88%；境外收入0.68亿元，占比0.99%，同比增长334.36%。尽管境外收入增长显 著，但整 ...

Core Viewpoint - Xinjiang Jiaojian (002941) reported a revenue of 6.863 billion yuan for 2024, with an increase in gross profit margins for construction and highway engineering businesses, and a net profit attributable to shareholders of 320 million yuan [1] Financial Performance - The company achieved a net cash flow from operating activities of 234 million yuan [1] - The debt ratio was 74.76%, slightly down by 0.7% from the previous year, with short-term borrowings of 196 million yuan and long-term borrowings of 6.031 billion yuan [2] - The financing costs for short-term and long-term borrowings ranged from 2.38% to 4.00%, which is lower than the 2024 LPR median of 4% [2] Project Management and Execution - The company completed 22 construction projects during the reporting period, with project revenue recognition of 315 million yuan and a settlement amount of 282 million yuan, achieving a settlement collection rate of 87.59% [3] - There are 307 unfinished construction projects with a total project amount of 57.713 billion yuan, of which the unfinished portion amounts to 18.545 billion yuan [3] Future Outlook - The company plans to leverage opportunities from domestic and international dual circulation, the Silk Road Economic Belt, and the establishment of the Xinjiang Free Trade Zone, aiming to transition from traditional infrastructure investment to a comprehensive new service provider [4] - The company intends to enhance its project management quality and efficiency through a digital demonstration site and technological innovation, while also focusing on compliance and safety management [4] - A profit distribution plan was announced, proposing a cash dividend of 1.50 yuan per 10 shares (including tax) to all shareholders [4]

10■1.5■(■■) ■■■■■■■■■■■■■ | ■■■■■ | 2024■■■ | 2023■■■ | ■■■■■■■(%) | 2022■■■ | | --- | --- | --- | --- | --- | | ■■■■■■■■■ | 0.5000 | 0.5200 | -3.85 | 0.5500 | | ■■■■■■■■ | 0 | 4.98 | -100 | 4.55 | | ■■■■■(■) | 1.16 | 1.13 | 2.65 | 1.13 | | ■■■■■■■(■) | 2.68 | 2.40 | 11.67 | 2.03 | | ■■■■■■■(■) | - | - | - | - | | ■■■■(■■) | 68.63 | 80.92 | -15.19 | 79.05 | | ■■■(■■) | 3.2 | 3.34 | -4.19 | 3.52 | | ■■■■■■(%) | 9.26 | 10.87 | -14.81 | 12.60 | ■■■■■■■■■■■■■■■>> ■■■10■■■■■■■■■■■■ ■■■■■■■■■■■■ 39152.72■■■■■■■■■ ...

Investment Rating - Non-metallic building materials: Buy (Maintain) [4] - Construction and Engineering: Overweight (Maintain) [4] Core Viewpoints - The report discusses three phases of the "tariff" trade, highlighting the impact of high tariffs between China and the US on domestic substitution and the potential benefits for companies with local production facilities [1][2] - The first phase focuses on domestic substitution due to high tariffs, suggesting attention to companies like Quartz Co., Kaisheng Technology, and Feiliwa, which are positioned to benefit from this trend [1] - The second phase indicates a global economic downturn due to a 10% tariff imposed by the US, leading to increased pressure on manufacturing and capital expenditure, with a recommendation to focus on state-owned enterprises and index-weighted stocks [1][2] - The third phase anticipates domestic policy adjustments aimed at boosting consumption and infrastructure investment, with specific recommendations for companies in the construction materials sector [2] Summary by Sections Phase 1: Domestic Substitution - Companies benefiting from domestic substitution include Quartz Co. (domestic sand for semiconductors), Kaisheng Technology (synthetic quartz sand), and Feiliwa (leading semiconductor quartz products) [1] - US-based companies like Puyang Nayi and China Jushi are expected to benefit from high tariff barriers [1] Phase 2: Global Economic Impact - The imposition of a 10% tariff by the US is expected to lower global economic forecasts, increasing demand risks and putting pressure on manufacturing [1][2] - Recommendations include focusing on state-owned enterprises such as China State Construction, China Railway Construction, and China Chemical [1][2] Phase 3: Domestic Policy Adjustments - Anticipated policy measures include boosting consumption, expanding into non-US markets, and structural investment opportunities in infrastructure [2] - Key companies to watch include cement and glass leaders like Anhui Conch Cement and Qibin Group, as well as consumer building materials leaders like Skshu Paint and Beixin Building Materials [2] Market Data Tracking - The report notes a decline in the CITIC Building Materials Index by 2.56% and the CITIC Construction Index by 3.29% during the reporting period [3] - Specific price data includes an average price of 398.33 CNY/ton for PO42.5 cement and 1269 CNY/ton for glass, with respective changes noted [3]

Investment Rating - The report maintains a "Positive" investment rating for the industry [12] Core Viewpoints - The report emphasizes the importance of focusing on China Chemical's potential for valuation recovery due to its low valuation and strong business model [2][10] - China Chemical is identified as a high-quality central enterprise in construction, with a good commercial model and superior operational quality, which could lead to significant valuation recovery if multiple catalysts emerge [6][10] Summary by Sections Company Overview - China Chemical is recognized as a low-valuation, high-quality central enterprise in construction, with a strong business model and operational quality [6][10] - The company has a high overseas revenue proportion, expected to exceed 20% in the first half of 2024, providing better growth elasticity compared to traditional construction enterprises [6][8] Current Valuation - The company's current valuation is at 0.75x PB, which is considered low historically, influenced by market style shifts and weak economic expectations [7][10] - The report suggests that the current valuation and stock price are at a temporary bottom, providing a sufficient margin of safety [7] Potential Catalysts 1. **Chemical Industry Developments**: The successful industrialization of the butadiene-based adiponitrile project is expected to contribute positively to China Chemical's performance [8] 2. **Xinjiang Coal Chemical Projects**: Continued policy support for coal chemical development in Xinjiang is anticipated to accelerate investments, with China Chemical holding a significant market share [8] 3. **International Situation Changes**: The easing of the Russia-Ukraine conflict may benefit China Chemical's overseas operations, which account for a significant portion of its revenue [9] 4. **Market Value Management**: The report highlights the importance of market value management initiatives that could enhance investor sentiment and valuation recovery for China Chemical [9]