北交所信息更新 青矩技术（836208.BJ） 国家战略工程核心服务商，订单饱满+AI 工程审计驱动成长 2025 年二季度末订单余额 29.32 亿元 青矩技术 2025H1 实现营收 3.51 亿元、扣非归母净利润 6368.58 万元，分别同比 增长 2.39%、6.71%。销售收现 3.19 亿元，同比增长 2.92%。同时，公司上半年 新签业务合同 6.58 亿元，同比增长 29.50%，期末在手订单余额达到 29.32 亿元。 由于固定投资增速放缓及公司并购、新设子公司等业务增加管理费用，我们下调 2025-2027 年盈利预测，预计归母净利润分别为 2.32/2.62/3.00（原 2.58/3.02/3.50） 亿元，当前股价对应 PE 分别为 17.0/15.0/13.1 倍，看好雅江工程、新藏铁路等国 家战略工程对基建投资等领域带来的辐射效应，以及公司积极拥抱人工智能发 展，维持"买入"评级。 紧盯投资热点领域，深度服务国家战略 公司广泛服务于民建、能源、工业、交通、国防、通信、市政、水利以及新型基 础设施建设、战略新兴产业投资、城市更新等众多工程建设领域。2025H1 全国 固定资产投资 ...

Core Points - The Italian government has approved the construction of the world's longest suspension bridge, connecting the Apennine Peninsula and Sicily, with an investment of €13.5 billion [1][2] - The project aims to improve transportation links between Sicily and the Italian mainland, with completion expected between 2032 and 2033 [1][2] - The bridge will have a total length of approximately 3,700 meters and a sea span of about 3,300 meters, designed to withstand winds over 200 km/h and earthquakes of up to 7.1 on the Richter scale [1][2] Economic Impact - The project is expected to create 120,000 new jobs annually and contribute €2.31 billion to Italy's GDP, along with €10.3 billion in tax revenue [2] - The bridge will significantly reduce transportation costs, enhance logistics efficiency, and decrease pollution emissions [2] - The toll for crossing the bridge is anticipated to be under €10, with discounts for frequent travelers [2] Historical Context - The idea for the bridge has existed since the 1960s, aimed at breaking Sicily's "island" status and promoting development in the south [2][3] - The project has faced multiple delays and cancellations, with the most recent attempt to revive it occurring under the Meloni government in 2023 [3] - Environmental concerns have been raised by various organizations, questioning the project's compliance with EU environmental laws and its overall feasibility [3]