（三）该 事 项 的 详 细 情 况 请 参 见 公 司 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）发布的《中国交建关于 2022 年限制性股票激励计划首次授 予部分第一个解除限售期解除限售条件成就的公告》。 （四）本次限制性股票解除限售事宜办理完毕解除限售申请手续后，在上 市流通前，公司将另行发布公告，敬请投资者注意。 证券代码：601800 证券简称：中国交建 公告编号：临 2025-029 中国交通建设股份有限公司 第五届董事会第五十次会议决议公告 中国交通建设股份有限公司（简称公司或本公司）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。 2025 年 6 月 6 日，公司以书面形式发出本次董事会会议通知。2025 年 6 月 13 日，本次董事会以通讯方式召开。董事会七名董事对本次会议的议案进行了 认真审议，董事王海怀因故请假，委托董事刘翔代为表决。会议召开程序及出 席董事人数符合有关规定，表决结果合法有效。会议形成如下决议： 一、审议通过《关于中国交建 2022 年限制性股票激励计划首次授予 ...

据悉，自共建"一带一路"倡议提出以来，中资企业深入参与非洲基础设施建设，在非累计参与新建和改 造铁路超1万公里、公路近10万公里、桥梁近千座、港口近百个，铺设电力及通信网络超20万公里。 （文章来源：中国新闻网） 中新社长沙6月12日电 (刘曼)中非基础设施合作交流活动12日在湖南长沙举行。活动现场，中国与非洲 多国达成28项基础设施合作项目，签约总金额达52.7亿美元。 活动现场，非洲各国代表积极寻求基础设施合作。突尼斯贸易和出口发展部部长萨米尔·阿比德表 示，"非洲之门"突尼斯—非洲大陆走廊项目计划通过利比亚连接突尼斯与尼日尔、马里等国家。"中国 企业是实现这一愿景的理想伙伴。" 这些项目涵盖中国对非承包工程、工程相关投资领域商务合同、框架协议、战略合作协议等，涉及埃塞 俄比亚、安哥拉、尼日利亚、加纳、科特迪瓦、肯尼亚、乌干达、摩洛哥、南非、几内亚、多哥、刚果 (金)等多个非洲国家的交通、能源、通信、水利、工业及农业等领域的基础设施合作。 "我们第二条高速公路就是由中国企业参与建设的。"加纳道路部副部长苏胡伊尼·萨伊布·阿勒哈桑说， 加纳正在着力推进连接尼日利亚拉各斯等城市的区域联通项目，期待与中国企业深 ...

Market Overview - US stock market declined on Wednesday, with the S&P 500 ending a three-day rally, which may put pressure on A-shares at the opening [2] - The China Golden Dragon Index rose by 0.08%, indicating a positive performance for Chinese concept stocks [2] Technical Analysis - The Shanghai Composite Index closed at 3402.32 points, maintaining above the 3400 mark, but trading volume decreased to 1.26 trillion, down 160 billion from the previous day, suggesting weak buying interest [2] - If trading volume remains low, the index may test the 3380 point support level [2] - The ChiNext Index increased by 1.21%, but the new energy sector lagged, with Ningde Times affecting overall sentiment [2] - The brokerage sector saw a net inflow of 3.7 billion, indicating potential upward movement if major brokers like CITIC Securities and Oriental Fortune show strong early performance [2] Policy Directions - Three key policy directions identified: 1. US-China trade talks focusing on rare earth and semiconductor equipment exports, with China issuing temporary export licenses for rare earth materials to three major US automakers [3] 2. Hydrogen energy pilot projects, with the National Energy Administration outlining directions for green hydrogen production and zero-carbon parks, potentially benefiting equipment manufacturers like Hupu Co. and Xue Ren Co. [3] 3. Local special bonds issuance, with 180 billion issued in the first two weeks of June, likely stabilizing infrastructure stocks like China Communications Construction and China Railway Construction [3] Sector Rotation - Focus on whether technology and brokerage sectors can resonate positively in early trading [3] - The AI computing industry chain may see funding inflows due to the upcoming delivery of Nvidia's Blackwell chips [3] - Defensive sectors like Yangtze Power, with a dividend yield over 5%, and Hu Nong Commercial Bank, known for low valuation and high dividends, are suitable for risk-averse investments [3] Investment Strategy - Key focus on trading volume; if the first hour's trading volume exceeds 380 billion, the index may approach 3417 points; if it falls below 1.2 trillion, consider reducing positions to avoid potential pullbacks [4] - Long-term investors should consider semiconductor equipment, AI computing, and consumer electronics, which are at historical low valuations and have multiple policy catalysts [4] - Short-term traders should monitor hydrogen energy pilot projects and urban renewal themes, paying attention to the strength of leading stocks [4]

证券代码：601800 证券简称：中国交建 公告编号：临 2025-028 中国交通建设股份有限公司 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 | 序号 | 股东名册 | 持股数量（股） | 持股比例 | | --- | --- | --- | --- | | | 交易型开放式指数发起式证券投资基金 | | | | 8 | 中国工商银行股份有限公司－华夏沪深 300 交 易型开放式指数证券投资基金 | 33,713,564 | 0.21% | | 9 | 中国银行股份有限公司－嘉实沪深 300 交易型 开放式指数证券投资基金 | 29,229,223 | 0.18% | | 10 | 交通银行股份有限公司－广发中证基建工程交 易型开放式指数证券投资基金 | 14,991,268 | 0.09% | 注 1：本数据为中国交通建设集团有限公司持有公司 A 股股份数量。 （二） 前十大无限售条件股东持股信息 | 序号 | 股东名册 | 持股数量（股） | 持股比例 | | --- | --- | --- | --- | | 1 | 中国交通建设集团有限公司 | 9,374,616,604 | ...

Core Viewpoint - China Communications Construction Company Limited (CCCC) has announced a share repurchase plan, which was approved during the board meeting held on May 30, 2025, indicating a strategic move to enhance shareholder value [2]. Shareholder Information As of May 30, 2025 - The top ten shareholders include major financial institutions such as Industrial and Commercial Bank of China and Bank of China, with significant holdings in various index funds [2]. - The top ten unrestricted shareholders also consist of similar financial institutions, reflecting a concentrated ownership structure [2]. As of June 9, 2025 - The top ten shareholders' list remains largely unchanged, indicating stability in the shareholder base [3]. - The same financial institutions continue to dominate the list of unrestricted shareholders, suggesting ongoing confidence in the company's prospects [3].

中国交通建设股份有限公司 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 证券代码：601800 证券简称：中国交建 公告编号：临 2025-028 | | 序号 股东名册 | | 持股数量（股） | 持股比例 | | --- | --- | --- | --- | --- | | 1 | 中国交通建设集团有限公司（注 | 1） | 9,374,616,604 | 57.59% | | 2 | HKSCC NOMINEES LIMITED | | 4,380,453,784 | 26.91% | | 3 | 中国证券金融股份有限公司 | | 483,846,064 | 2.97% | | 4 | 香港中央结算有限公司 | | 109,100,421 | 0.67% | | 5 | 中央汇金资产管理有限责任公司 | | 95,990,100 | 0.59% | | 6 | 中国工商银行股份有限公司－华泰柏瑞沪深 | | 65,162,000 | 0.40% | | | 300 交易型开放式指数证券投资基金 | | | | | 7 | 中国建设银行股份有限公司－易方达沪深 | | 300 45, ...

Core Insights - The core viewpoint of the articles emphasizes the rapid development and investment in intelligent highway construction in China, driven by advanced information technology and strong policy support, with a projected investment scale of over 46 billion yuan during 2023-2024 [1][16]. Industry Overview - Intelligent highway construction utilizes advanced information technologies such as smart traffic lights and real-time traffic monitoring to achieve efficient road management [2]. - The investment in intelligent highway construction is expected to maintain over 46 billion yuan from 2023 to 2024, with a significant increase in the length of intelligent upgrades, reaching 12,000 kilometers in 2024, a year-on-year increase of 42% [1][16]. - By the end of 2024, the number of video cloud networks is expected to reach 300,000 sets, with approximately 50,000 traffic flow monitoring and vehicle perception facilities, over 7,000 meteorological monitoring facilities, and 1,200 active safety warning facilities [1][16]. Advantages of Intelligent Highway Construction - Enhanced traffic operation efficiency through intelligent traffic management [3]. - Reduction of traffic congestion via real-time monitoring and intelligent traffic guidance [3]. - Increased road safety through real-time monitoring and rapid response to emergencies [3]. - Improved aesthetic and ecological benefits through intelligent greening and landscape management [3]. Current Market Status - The highway network in China has expanded significantly, with a total length of 190,000 kilometers by 2024, covering 98.8% of cities with populations over 200,000 [14]. - The competitive landscape in the highway information industry is intense, with many domestic and international companies increasing R&D investments [21]. Policy Support - The Chinese government has strengthened support for the digital transformation of the transportation industry, with various policies aimed at promoting the digitalization of highways [10]. - The Ministry of Transport has set a goal to achieve comprehensive digital transformation of highways by 2035, focusing on safety, convenience, efficiency, and sustainability [10]. Challenges and Trends - The industry faces challenges such as complex technology implementation, high funding requirements, and the need for regulatory improvements [22]. - The integration of "Artificial Intelligence+" is expected to drive new growth in highway informationization, with significant advancements anticipated in AI applications for traffic management [24]. - The trend towards data asset value realization is gaining momentum, with a focus on enhancing data management and decision-making capabilities [26]. - The year 2024 is projected to be pivotal for the integration of vehicle-road-cloud systems, with significant pilot projects underway [27].

证券代码：601800 证券简称：中国交建 公告编号：临 2025-027 中国交通建设股份有限公司 关于控股股东首次增持公司 H 股股份 暨增持计划进展的公告 中国交通建设股份有限公司（简称公司或本公司）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。 重要内容提示： 首次增持：2025 年 6 月 9 日，公司控股股东中交集团通过上海证券交易 所港股通交易系统增持公司 H 股份 2,320,000 股，约占公司总股本的 0.0143%， 增持金额 12,191,040.00 港元。 本次增持计划期限自本公告披露日起 12 个月内，以上海证券交易所港 股通交易系统增持公司 H 股股份，计划增持金额不低于人民币 2.5 亿元，不超 过人民币 5 亿元。 本次增持计划可能因资本市场情况变化等因素影响存在不确定性。 2025 年 6 月 9 日收盘后，公司收到控股股东中国交通建设集团有限公司 （简称中交集团）的通知，中交集团已于 6 月 9 日通过上海证券交易所港股通 交易系统增持公司 H 股股份 2,320,000 股。同时，基于对公 ...

(一) 股东会类型和届次 证券代码：601800 证券简称：中国交建 公告编号：临 2025-026 中国交通建设股份有限公司 关于召开2024年年度股东会的提示性公告 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。 重要内容提示： 本公司分别于 2025 年 5 月 17 日及 2025 年 6 月 3 日在《中国证券报》《上 海证券报》《证券时报》《证券日报》和上海证券交易所网站（www.sse.com.cn） 刊登了《中国交建关于召开 2024 年年度股东会的通知》（公告编号：2025-021 号）及《中国交建关于 2024 年年度股东会增加临时提案的公告》（公告编号： 2025-025 号），并于 2025 年 6 月 7 日在上海证券交易所网站（www.sse.com.cn） 刊登了《中国交建 2024 年年度股东会会议材料》。公司 2024 年年度股东会（简 称本次股东会）将使用上海证券交易所股东大会网络投票系统，现就本次股东会 发布提示性公告。 一、 召开会议的基本情况 2024年年度股东会 (二) 股东会召集人 ...

Investment Rating - The report suggests a "Buy" rating for several companies including Honglu Steel Structure, China Jushi, and Puyang Refractories, among others [35]. Core Insights - The total market value of public REITs has surpassed 200 billion yuan for the first time, reaching 201.99 billion yuan as of June 5, 2025, marking a 29% increase since the end of 2024 [3][5]. - The public REITs market is experiencing a steady upward trend due to the issuance of new products and rising secondary market prices, with the market value index reaching 113.91, a 19% increase from the end of 2024 [3][5]. - The narrowing yield spread between public REITs and long-term bonds is a significant factor driving the market, with the average distribution yield for public REITs at approximately 5.82% as of June 6, 2025 [15][3]. Summary by Sections 1. Weekly Topic: Public REITs Market Value Surpasses 200 Billion Yuan - As of June 6, 2025, the public REITs market value has increased by 29% compared to the end of 2024, with new products contributing to this growth [3][5]. - The market is characterized by a rotation among different sectors, with the rental housing and consumption REIT indices showing strong performance [19][20]. 2. Major Covered Companies' Earnings Forecast and Valuation - The report includes earnings per share (EPS) forecasts for various companies, with notable mentions such as Honglu Steel Structure and China Jushi, which are expected to perform well in the coming years [35]. - The report maintains a "Buy" rating for most covered companies, indicating a positive outlook for their performance [35]. 3. Weekly Market Review - The report provides insights into the weekly performance of the construction and building materials sectors, highlighting significant price movements among key companies [48][49]. - It notes that the public REITs market has shown resilience, with various indices reflecting positive trends in the infrastructure sector [49].