证券代码：002431 证券简称：棕榈股份 公告编号：2025-090 棕榈生态城镇发展股份有限公司 2025 年第三季度经营情况简报 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。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第3号——行业信息披露》等相关规定，棕榈生态城镇发展股份有限公司（以 下简称"公司"）2025年第三季度经营情况公布如下： 二、重大项目履行情况（注：重大项目指项目金额占公司上一会计年度经审 计营业收入30%以上的项目） 1、2015年12月，公司与梅州市梅县区人民政府签署了《畲江园区服务配套 项目及梅县区城市扩容提质工程PPP项目政府和社会资本合作（PPP）模式项目合 同》，项目总投资金额约为人民币14.22亿元。业务模式为PPP模式，该PPP项目由 8个子项目组成，合作期为10年，其中项目建设期为2年(即每个子项目自项目公 司经有关部门批准取得本项目开工之日起计算)；项目运维期8年(即每个子项目 竣工验收合格之日起计算)。截至本报告期末，该PPP项目累计投入115,623.34 1 单位：万元 业务类型 ...

Core Viewpoint - The EPC (Engineering, Procurement, Construction) model is becoming a key support for Chinese enterprises going global, providing a comprehensive solution for efficient, safe, and economical overseas production capacity establishment. Group 1: Advantages of EPC Model - Clear responsibility simplifies management processes, as the owner only needs to establish a contract with one general contractor, avoiding disputes among design, construction, and procurement parties [2] - Cost control is enhanced through fixed-price contracts, allowing owners to clearly define total investment amounts from the project's outset, thus avoiding common budget overruns [3] - Project timelines are significantly shortened, with EPC projects averaging a 20%-30% reduction in construction time compared to traditional methods due to parallel execution of design, procurement, and construction phases [4] - Quality is unified and improved, as the general contractor is fully responsible for project quality, encouraging the use of advanced technologies and management methods [5] - Risks are lowered and burdens on owners are reduced, as most project implementation risks are transferred to the general contractor, allowing owners to focus on core business operations [6] Group 2: Project Phases in EPC - The planning phase lays the foundation for success, involving comprehensive risk assessments and localization research to ensure project alignment with owner needs and host country conditions [7] - The design phase balances innovation and practicality, considering local regulations, climate conditions, and cultural habits to provide feasible design solutions [8] - The procurement phase integrates global resources, optimizing procurement channels to ensure timely and quality delivery of equipment and materials at the best cost [9] - The construction phase emphasizes precise and efficient execution, demonstrated by successful project management in the expansion of a BMW factory in Mexico [10] - The commissioning and handover phase ensures project acceptance and provides subsequent maintenance services, achieving a true "turnkey project" [11] Group 3: Strategic Insights for Chinese Enterprises - Comprehensive market research and risk assessment are prerequisites for project success, with emphasis on understanding local culture [13] - Selecting an experienced EPC contractor is crucial for ensuring project quality, schedule, and cost control while mitigating local policy risks [13] - Localized operations and community integration are essential for long-term development, fostering good relationships with local governments [13] - Flexibility in responding to policy changes is key for sustainable operations, with strategies to leverage trade agreements for tax benefits [13] Group 4: Future Outlook - The EPC model serves as an advanced management approach in the international engineering field, enabling Chinese enterprises to lower overseas investment risks and enhance project management capabilities [15] - The company aims to deepen its engineering services in sectors like new energy vehicles and high-end manufacturing, enhancing its global service network and technical expertise to support more Chinese enterprises in achieving high-quality international expansion [15]

Core Points - The company, in a consortium with Zhejiang Guofeng Group Co., Ltd. and Zhejiang University Architectural Design Institute Co., Ltd., has won the bid for the "Qianjiang Century City Intelligent Comprehensive Sci-tech Park EPC General Contracting" project with a total bid amount of RMB 1,182.85 million [1][2] - The project has a total planned investment of RMB 3.956 billion and a total construction area of 273,600 square meters, including 213,000 square meters above ground and 59,000 square meters underground [2] - The project will take 1,080 calendar days to complete and consists of 11 independent buildings, with the tallest building being a 150-meter high super-tall R&D center [2] Impact on the Company - Winning this project will facilitate the company's transition from a steel structure subcontractor to a general contractor, aligning with its "EPC General Contracting + No. 1 Project" dual-engine development strategy, thereby enhancing its brand influence in the industry [3] - The total bid amount represents 10.52% of the company's audited revenue for the fiscal year 2024, indicating a significant potential positive impact on future operations [3]

Core Viewpoint - The construction of the Bise Bridge in Tunisia, the largest ongoing bridge project in the country, has officially entered the main structural construction phase with the drilling of the first permanent pile on July 18, 2023, marking a significant milestone for the project [2] Group 1: Project Overview - The Bise Bridge project spans a total length of 2070 meters, with a main span of 292.5 meters and a bridge deck width of 25 meters, accommodating four lanes of traffic and pedestrian pathways [2] - The project is funded by the European Investment Bank and the African Development Bank, with a signed contract amounting to approximately 1.42 billion RMB [2] - The construction is expected to take 38 months, with a completion date set for July 18, 2024, utilizing an EPC (Engineering, Procurement, and Construction) model [2] Group 2: Technical and Environmental Considerations - The project team has developed control process plans for key construction techniques, including high-altitude steel truss installation, long trestles, large platforms, and ultra-long pile foundations in the sea [2] - A comprehensive ecological baseline survey was conducted over three months to identify the ecological environment and biodiversity characteristics, laying the groundwork for ongoing ecological monitoring [2] - Advanced measures such as floating barriers to control suspended solids and mist cannons to suppress dust will be implemented to minimize environmental impact during construction [2] Group 3: Economic and Social Impact - The Bise Bridge will alleviate traffic congestion caused by the previous old bridge, which required scheduled closures for shipping, thus enhancing regional economic development and improving local residents' travel conditions [2]

Group 1 - The opening ceremony for the permanent pile drilling of the Bizerte Bridge in Tunisia, constructed by Sichuan Road and Bridge Group, marks the transition to the main structure construction phase [1][2] - The project is funded by the European Investment Bank and the African Development Bank, with a contract amount of approximately 1.42 billion RMB and a construction period of 38 months [4] - The Bizerte Bridge, spanning 2070 meters with a main span of 292.5 meters, will significantly improve local traffic conditions and enhance regional connectivity [4][7] Group 2 - The project aims to alleviate long-standing traffic issues caused by the old bridge, which frequently closes for ship passage, leading to significant delays for local residents [4][7] - The construction is expected to enhance the attractiveness and openness of the region, contributing positively to the socio-economic development of Tunisia [7]