2024年1至12月份，中岩大地的营业收入构成为：岩土工程占比78.42%，产品销售占比17.07%，环境修 复占比2.64%，其他占比1.87%。 （记者 曾健辉） 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 每经AI快讯，中岩大地（SZ 003001，收盘价：28.15元）8月25日晚间发布公告称，公司本次计提各类 减值准备共计883.58万元，减少公司2025年半年度合并报表利润总额883.58万元，减少所有者权益 883.58万元，该金额未经年审会计师事务所审计确认。 截至发稿，中岩大地市值为50亿元。 ...

格隆汇8月25日丨中岩大地(003001.SZ)公布2025年半年度报告，上半年公司实现营业收入3.61亿元，同 比下降11.77%；归属于上市公司股东的净利润2074.73万元，同比增长2.69%；归属于上市公司股东的扣 除非经常性损益的净利润1908.43万元，同比下降6.59%；基本每股收益0.1638元。 ...

中岩大地 20250824 摘要 中岩大地战略转型成效显著，地产订单占比降至 17%以下，同时积极拓 展核电、港口、水利水电等领域，并制定期权激励计划，彰显对未来业 绩增长的信心，行权价格为 11.25 元，业绩考核指标为净利润增速不低 于 300%（2024 年）和 500%（2025 年）。 公司在复杂应力环境下软弱土基坑工程安全控制与绿色高效技术方面取 得突破，荣获国家技术发明二等奖，并拥有 DMC 高速高压脚喷复合桩 技术、SGOT 智能感知超级旋喷技术及 DDM 信息化动态检测技术等核 心技术，提升了智能化与数字化竞争力。 借鉴日本经验，中岩大地正从建设者升级为重大问题系统解决者，积极 拓展海外市场，尤其是在"一带一路"沿线国家，依托中核集团等央企， 在金七门核电项目等领域斩获颇丰，预计可占据一半份额。 公司管理团队结构合理，拥有王诗宀院士等行业专家，硕士学历员工比 例高，注册岩土工程师数量多，且董事长、副董事长、总工及研发总监 均为科班出身，具备材料、装备与工程一体化闭环能力。 Q&A 中岩大地在当前基建项目加速上马的情况下，如何利用其垄断优势实现发展？ 中岩大地在发展过程中，通过战略转型和产品能 ...

Group 1 - The stock price of Zhonghua Rock and Soil closed at 3.87 yuan on August 13, down 0.02 yuan, a decrease of 0.51% from the previous trading day [1] - The trading volume on that day was 560,631 hands, with a transaction amount of 217 million yuan [1] - Zhonghua Rock and Soil's main business includes geotechnical engineering, underground engineering, and municipal engineering, with involvement in low-altitude economy and new urbanization [1] Group 2 - On August 13, the company announced that the board approved several proposals, including a related party transaction regarding guarantees provided by the controlling shareholder, which faced opposition from one director [1] - The opposing director argued that charging a 1% guarantee fee was unreasonable given that counter-guarantee measures had already been provided [1] - The company plans to apply for a guarantee limit of no more than 2 billion yuan from the controlling shareholder, with a term of three years [1] Group 3 - On August 13, the net outflow of main funds for Zhonghua Rock and Soil was 20.94 million yuan, with a cumulative net outflow of 30.54 million yuan over the past five trading days [1]

中化岩土主营业务为岩土工程、地下工程、市政工程等领域的勘察设计施工。公司所属板块包括工程建 设、北京板块等。 来源：金融界 数据显示，7月30日中化岩土主力资金净流出6196.74万元，占流通市值比例为0.89%。近三日国企改革 概念板块主力资金净流出居前，中化岩土位列该板块跌幅前列。 截至2025年7月30日收盘，中化岩土股价报3.95元，较前一交易日下跌0.11元，跌幅2.71%。当日成交量 为146万手，成交金额达5.81亿元。 风险提示：股市有风险，投资需谨慎。 ...

Basic Information - Beijing Zhongyan Dadi Technology Co., Ltd. has completed the registration of changes in registered capital and business scope, and has obtained a new business license from the Market Supervision Administration of Tongzhou District, Beijing [1][2] - The company held a general meeting in April 2025, where it approved the proposal to change its business scope, registered capital, and amend the Articles of Association [1] Capital and Business Scope Changes - The registered capital has changed from 126.731886 million yuan to 126.334151 million yuan [1] - The business scope has been updated to include a wider range of services such as technology services, engineering contracting, environmental protection monitoring, and various sales including machinery and building materials [1][2] - The company is now allowed to engage in new areas such as artificial intelligence software development and cloud computing equipment sales [1][2] Regulatory Compliance - The company will continue to operate in compliance with national and local industrial policies, and will only engage in projects that have been approved by relevant authorities [2]

中岩大地 20250722 摘要 雅砻江雅砦水电站项目岩土工程价值量巨大，预计占总投资 1.2 万亿的 15%-20%，即接近 2000 亿，公司凭借坝基地基处理、边坡支护等核 心优势，有望获得约 1,000 亿订单。 雅砦项目订单释放节奏预计在导流洞建设完成（约三年）后进入高峰期， 但因其他水电站设计方案未定，整体进度存在不确定性，目前难以准确 预测订单爆发时间。 公司拥有自主研发团队，可根据工艺性能要求进行设备定制化设计和生 产，核心零部件拥有专利，设备主要自用，部分专利对外授权。 隧道工程中岩土工程占比高达 70%-80%，公司在相关核心应用领域占 据重要地位，但具体设备需求量需结合总工程量和工期要求评估。 节流建大坝环节涉及坝基处理、坝体建设等，公司超级旋喷技术适用于 地层加固，固化剂和锚杆技术可应用于边坡防护，但民坝建设核心价值 量尚无具体测算数据。 公司与电建、能建等大型央企已有合作，竞争优势在于自有技术和解决 新问题的能力，超级旋喷技术加固深度优于上海港湾、中化岩土等同行。 公司认为雅砦项目技术难度高于核电和港口领域，毛利率逻辑上可能更 高，但具体实现需看后续落地情况，大型水电站项目合同周期因分 ...

世纪级水电工程催生万亿级大市场 雅鲁藏布江下游水电工程堪称世纪级水电工程，催生超级旋喷巨大市场。雅鲁藏布江下游高低落差大、 降水量足，预计发电量约为三峡核电站3倍，拉动万亿级投资体量，其中岩土工程难度极高：抗震：喜 马拉雅东构造分布有诸多断裂带，墨脱设防烈度为最高的9度，能量约为三峡的3.3万倍；地质结构：雅 江沿线分布着坡积物、洪积物等第四系沉积物，地质条件差。水电岩土工程复杂，包括地连墙、碎石 桩、旋喷等多工法。 7月19日上午，总投资约1.2万亿元的雅鲁藏布江下游水电工程正式开工。雅鲁藏布江下游水电工程位于 西藏自治区林芝市。工程主要采取截弯取直、隧洞引水的开发方式，建设5座梯级电站，工程电力以外 送消纳为主，兼顾西藏本地自用需求。 雅鲁藏布江下游水电工程的正式开工，不仅是中国清洁能源发展的里程碑事件，更为岩土工程领域企业 带来了前所未有的发展机遇。中岩大地（003001）(003001.SZ)作为国内岩土工程技术的领军企业，凭 借其在复杂地质环境处理、高海拔施工等领域的核心技术优势，有望在这一超级工程中实现技术价值与 市场效益的双重突破。 中岩大地拥有全方位解决能力，包括SJT超级旋喷、固化剂等核心创 ...

Group 1: Institutional Trading Highlights - A total of 39 stocks were listed on the institutional trading leaderboard, with 20 stocks seeing net purchases and 19 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Yipin Hong (79.39 million), Kanghong Pharmaceutical (77.90 million), and Yong'an Pharmaceutical (69.46 million) [1][2] - Yipin Hong's subsidiary, Paracetamol Sodium, has passed CDE technical review, which is a selective COX-2 inhibitor developed by the US company Pharmacia, providing anti-inflammatory and analgesic effects [2] Group 2: Major Projects and Economic Impact - The opening ceremony for the Yarlung Zangbo River downstream hydropower project was held, with significant implications for the economy, potentially showing a U-shaped impact on economic growth [3][4] - The project is expected to enhance hydropower generation, boost local economies, and promote the development of the clean energy industry, involving multiple sectors such as civil explosives, infrastructure, cement, and energy conversion [4] Group 3: Robotics Industry Developments - Changsheng Bearing is advancing its cooperation with Yuzhu Technology, having signed a cooperation agreement and secured orders [5] - Yuzhu Technology has initiated its IPO guidance with CITIC Securities and has received a significant order worth 90.51 million from Miyi (Shanghai) Automotive Technology [5] - According to IDC, Yuzhu Technology is projected to capture a 32.4% share of the global robotics market in 2024, with expected sales of 23,700 robotic dogs, accounting for approximately 69.75% of the global market [6]

Group 1: Shanghai Portway - The company focuses on geotechnical engineering and aims for sustainable growth by seizing domestic and international market opportunities and adhering to technological innovation [1] - In the field of perovskite solar cells, the company has advantages in close cooperation between industry, academia, and research, top talent and patent advantages, differentiated technology routes, full-chain layout, and global support [1] - Perovskite materials offer high conversion efficiency and cost advantages, indicating a broad future market development space [1] - The company provides lightweight, low-cost, high-performance space energy system solutions for satellites and spacecraft, successfully applied in multiple satellites [1] - The theoretical design lifespan of the company's perovskite batteries can reach 20 years, covering the entire lifecycle power demand of satellites and other spacecraft [1] Group 2: *ST Chengchang - The company, as a front-end player in the industry chain, has sensed a significant acceleration in downstream procurement demand, with increased order volume and delivery pace [2] - The star-mounted T/R chips have achieved large-scale application in multiple satellite series, and low-orbit satellite communication chips have entered the stage of mass delivery [2] - Revenue in the airborne sector is growing rapidly, while ground projects are gradually entering mass production [2] - The company has completed the iterative research and development of satellite communication T/R chip solutions and plans for mass delivery, with optimistic market expectations [2] - Through cost reduction and efficiency enhancement measures, the company is confident in maintaining a reasonable gross margin [2] - The company plans to increase R&D investment and optimize supply chain management to ensure timely and high-quality order delivery [2]