Group 1 - Shandong Hi-Speed Group has successfully signed two overseas projects worth over 10 billion RMB, marking a significant breakthrough in the Malaysian market [1] - The Malaysian smart warehousing project involves the construction of customized smart warehouses with a total of 2 million pallet positions, with a contract value of 6 billion MYR (approximately 10.2 billion RMB) [1] - The Nilai smart city construction project plans to invest 7 billion USD (approximately 50.1 billion RMB) over the next decade, including the establishment of an automotive manufacturing center and high-tech smart manufacturing center [1] Group 2 - In 2023, Shandong Hi-Speed Group signed overseas engineering project contracts totaling approximately 27 billion RMB, representing a year-on-year increase of 360% [2] - The group operates the Shandong China-Europe Railway Express, which has run 1,970 trains this year, a 2.1% increase, with a transport value exceeding 15 billion RMB [2] - The company aims to accelerate the construction of key overseas projects and enhance its international market competitiveness, contributing to Shandong Province's high-level opening-up [2]

8月28日晚间，西藏华钰矿业（601020）股份有限公司（以下简称"华钰矿业"）披露2025年半年度报 告。至此，A股11家铅锌行业上市公司的中期业绩全部披露完毕。 部分公司加速推进海外项目建设 《证券日报》记者注意到，业内部分公司在实现经营业绩稳步向好的同时，也在加速推进公司海外矿产 资源项目建设。 具体来看，华钰矿业在半年报中披露，上半年，公司位于埃塞俄比亚提格雷州希雷市Adi Dairo县的埃 塞俄比亚项目完成大使馆立项审批、动工许可办理、爆破物资使用申报、《可研及初步设计》更新、建 设方案优化，并根中华人民共和国商务部要求完成《企业境外投资证书》变更。截至目前，前述项目各 项证照包括环评工作均已完成并取得了政府批文，已基本具备了建设的开工条件，公司将适时启动项目 建设工作。 西藏珠峰也在半年报中提及，上半年公司位于阿根廷共和国萨尔塔省的阿根廷盐湖项目顺利完成前期合 规手续办理和基础设施建设方案优化，下半年公司将重点推进盐湖提锂主体工程建设。 上述11家铅锌上市公司中，上半年实现营收、净利润同比双增长的有国城矿业（000688）股份有限公司 （以下简称"国城矿业"）、西藏珠峰（600338）资源股份有限 ...

旺能环境 20250828 摘要 海外项目拓展情况如何？ 旺能环境核心业务为垃圾焚烧发电，拥有 21 座电厂，总处理能力达 23,170 吨，产能利用率接近满产，贡献主要营收和利润。餐厨垃圾处 理是第二增长曲线，总处理规模达 3,720 吨，并中标多个项目。 公司未来三年预计资本开支约 15 亿元，主要用于越南太平项目和在建/ 筹建的餐厨垃圾项目。海外项目是重点拓展区域，预期收益较高，IRR 预计比国内高 10-20 个百分点。 旺能环境国内电厂盈利能力相对较低，国外电价较高，盈利空间更大。 目前公司有约 15 亿元应收账款，主要为国补、省补和垃圾处置费，省 补和垃圾处置费回款较及时。 公司有 26 个垃圾处理项目和 2 个餐储项目在国补范围内，另有 6 个项 目正在申请纳入。2021 年后的新项目通过竞价上网，不存在国补。稳 态下，每年经营性现金流约 10 多亿元。 旺能环境分红政策稳定，分红比例约为 30%，每年分两次。未来若无新 的投资需求，股息率可能在 30%-50%之间波动。公司通过国内银行贷 款进行海外项目融资，融资成本约为 2%。 Q&A 旺能环境公司 2025 年上半年的经营情况如何？ 202 ...

每经AI快讯，有投资者在投资者互动平台提问：看到公司有发布泰国生产基地空压机组项目的招标， 请问公司泰国工厂的规划情况如何？是否有美国、欧洲建厂规划？ 金固股份（002488.SZ）8月25日在投资者互动平台表示，2024年底公司启动泰国工厂阿凡达低碳车轮生 产线项目，预计2025年底前可生产。目前，公司已获得多个海外客户定点项目，多个项目生命周期内销 售额达亿美元级，其中某全球龙头车企美国定点项目，前五年销售金额预计约1.58亿美元，公司也将继 续规划建设其他海外生产基地，为客户提供更具有竞争力的产品与服务。 （文章来源：每日经济新闻） ...

Group 1 - The company China Power Construction (601669) announced a contract signing for a mining transportation project in Guinea with a total contract value of approximately 5.063 billion RMB [1] - The project is located in the Telimele Madina Dian area of Guinea's Kindia region, covering a mining area of 204.37 square kilometers [1] - The project involves exploration, overburden stripping, waste rock excavation, mining, and transportation, with an estimated mining volume of 28 million tons and a land transportation distance of about 197 kilometers [1] - The total duration of the project is approximately 72 months, with no warranty period specified [1]

Core Viewpoint - The company has signed an EPSCC contract with TotalEnergies for the Atawi Gas Processing Plant project in Iraq, valued at $1.601 billion (approximately 11.538 billion RMB), which is expected to positively impact the company's revenue and profit over the next 4-5 years [1][2]. Group 1: Project Details - The Atawi GPP project involves the construction of a gas processing facility with a capacity of 320 million standard cubic feet per day (MMSCFD) and is scheduled for temporary acceptance within 39 months [2]. - The contract includes a warranty period of 24 months [2]. Group 2: Counterparty Information - TotalEnergies is a global energy company based in Paris, France, involved in the production and sale of various energy products, including oil, biofuels, natural gas, renewable energy, and electricity, operating in over a hundred countries [2]. Group 3: Impact on the Company - Successful implementation of the project will strengthen the company's position in the oil and gas field engineering market in Iraq and the Middle East, contributing positively to revenue and profit over the next 4-5 years [2]. - The project will not affect the company's independence, and its main business will not become dependent on this project [2].

Core Viewpoint - China Petroleum Engineering has received a contract award letter for the Iraq Atawi oil field natural gas midstream pipeline EPSCC project, with an estimated contract value of approximately 2.94 billion USD (about 21.22 billion RMB) [1] Group 1: Contract Details - The contract is awarded by TotalEnergies to China Petroleum Pipeline Engineering Co., Ltd., a wholly-owned subsidiary of China Petroleum Engineering [1] - The project is expected to positively impact the company's revenue and profit over the next 3-4 years if the contract is formally signed and successfully implemented [1] Group 2: Market Implications - Successful execution of this project will help the company consolidate and expand its oil and gas transportation engineering business in Iraq and the broader Middle East region [1]