Core Insights - China State Construction Engineering Corporation (CSCEC) reported a total new contract value of 26,798 billion yuan for the first seven months of 2025, representing a year-on-year increase of 1.4% [1] - The construction business segment achieved a new contract value of 24,868 billion yuan, with a year-on-year growth of 2.1%, while infrastructure business contracts reached 8,533 billion yuan, up by 7.4% [1] - The real estate segment recorded a contract sales value of 1,930 billion yuan and a sales area of 721 million square meters, with a reduction in the year-on-year decline [1] Construction Business Performance - The domestic business accounted for 23,595 billion yuan, reflecting a 2.6% year-on-year increase [1] - Physical indicators showed a construction area of 153,131 million square meters, new construction area of 15,708 million square meters, and completed area of 10,366 million square meters, indicating positive growth [1] Major Projects and Market Trends - Recent major projects achieved a new high with a total project amount of 28.33 billion yuan, including six housing projects and three infrastructure projects [2] - The average price of new residential buildings in 100 cities increased by 0.18% month-on-month and 2.64% year-on-year in July 2025, indicating a structural recovery trend [2] - The State Council emphasized measures to stabilize the real estate market, which presents opportunities for CSCEC to leverage its integrated capabilities in construction and real estate [2]

近日，中国建筑（601668.SH）公布2025年1-7月经营情况简报。2025年前7个月，中国建筑实现新签合 同总额26,798 亿元，同比增长1.4%，整体订单形势稳中前进。 地产业务方面，中国建筑2025年合约销售额1,930亿元，合约销售面积721万平方米，与上年同期增长的 降幅环比收窄。新购置土地储备576万平方米，期末土地储备7,783万平方米。 此外，中国建筑近期披露的重大项目也取得新进展，合计283.3亿元项目金额实现新高。其中包括，房 屋建筑类项目6项，除商业服务工程外还包括广东深圳后海沄玺花园施工总承包工程和浙江丽水纳爱斯 生态综合园项目等生态环境项目建设；基础设施类项目3项，包括湖北武汉东西湖大道扩容改造及周边 路网完善工程勘察设计施工总承包项目、新疆伊犁察布查尔县光伏发电工程总承包项目、山东日照东港 区涛雒镇海洋生态保护与渔业融合发展 EOD 项目。 2025年7月，全国百城新建住宅均价环比上涨0.18%，同比上涨2.64%，呈现结构性回暖态势。8月18 日，国务院第九次全体会议强调，要采取有力措施巩固房地产市场止跌回稳态势，结合城市更新推进城 中村和危旧房改造，多管齐下释放改善性需求 ...