证券代码：300977 证券简称：深圳瑞捷 深圳瑞捷技术股份有限公司投资者关系活动记录表 编号：2025-003 回复：公司积极拥抱人工智能，在科技赋能方面的四个维度取 得了进展。第一，通过引入无人机、红外热成像等工具提高工作效 率；第二，在算法层面进行建模运算，对采集到的数据进行风险预 测和改进建议提升服务能力；第三，对业务高频场景采用远程作业 模式，提高服务效能；第四，与物联网 AIoT 生态合作伙伴共同研 发，通过物联网提升数据密度和价值，减少对线下服务的依赖程 度。 4.公司在投资并购方面是否明确的方向或计划？ 回复：投资并购是未来重点发力的方向之一，在升级的"X3 战 略"指导下进行 1+X 方向投资，1 是指围绕公司各业务中心需求开 展投资，X 是指利用 AI 无人机、机器人等新技术赋能主业，对瑞捷 业务和产品进行科技重构。近年来，公司已在投资并购方面有所尝 试，接下来也将持续推进相关工作，且在"X"方向重点关注。尽 管目前已投资的标的金额未达到披露标准，但整体工作在有序推 5.2025 年 H1 研发投入同比有所增长，请问公司目前的技术研 发情况如何呢？ 回复：2025 年上半年研发投入 152 ...

讣告称，我国著名沥青路面技术专家、国际沥青路面协会首位华人主席，苏交科集团总裁顾问贾渝同 志，因病医治无效，于2025年8月27日6时在南京逝世，享年84岁。 贾渝是我国沥青路面技术发展的重要奠基者与引领者。他毕生致力于沥青及沥青混合料路用性能研究， 以前瞻视野和实干精神，开创性地引进并推广高性能沥青路面（Superpave）技术，推动其系统化落地 与广泛应用。他带领团队开创了我国高性能沥青路面技术研究与工程实践的新纪元，为我国现代沥青路 面技术体系的建立与发展做出了不可磨灭的贡献。他卓越的学术成就与广泛的国际影响力，深刻引领了 行业技术变革与创新发展，赢得了国内外同行的高度赞誉与由衷敬重。 贾渝的离世是我国交通建设领域的重大损失，更是行业技术发展进程中难以弥补的遗憾。他毕生践行的 科学精神、开创的学术典范和卓越的技术贡献将永远铭刻于我们心中。精神永续，风范长存！ 官网信息显示，苏交科集团股份有限公司成立于1978年，是基础设施领域全球领先的科技企业，2012年 于深交所上市（股票代码：300284）。作为国内首家工程咨询行业A股上市企业，苏交科拥有130余家 子公司，在全球20多个国家设立分支机构，60多个 ...

讣告称，我国著名沥青路面技术专家、国际沥青路面协会首位华人主席，苏交科集团总裁顾 问贾渝同志，因病医治无效，于 2025 年 8 月 27 日 6 时在南京逝世，享年 84 岁。 贾渝是我国沥青路面技术发展的重要奠基者与引领者。他毕生致力于沥青及沥青混合料路用 性能研究，以前瞻视野和实干精神，开创性地引进并推广高性能沥青路面（ Superpave ）技 术，推动其系统化落地与广泛应用。他带领团队开创了我国高性能沥青路面技术研究与工程 实践的新纪元，为我国现代沥青路面技术体系的建立与发展做出了不可磨灭的贡献。他卓越 的学术成就与广泛的国际影响力，深刻引领了行业技术变革与创新发展，赢得了国内外同行 的高度赞誉与由衷敬重。 贾渝的离世是我国交通建设领域的重大损失，更是行业技术发展进程中难以弥补的遗憾。他 毕生践行的科学精神、开创的学术典范和卓越的技术贡献将永远铭刻于我们心中。精神永 续，风范长存！ 官网信息显示，苏交科集团股份有限公司成立于 1978 年，是基础设施领域全球领先的科技 企业， 2012 年于深交所上市（股票代码： 300284 ）。作为国内首家工程咨询行业 A 股上 市企业，苏交科拥有 130 余家 ...

建发合诚工程咨询股份有限公司 二○二五年第一次临时股东会会议资料 二○二五年九月 | 二○二五年第一次临时股东会会议资料 | | --- | | | 建发合诚工程咨询股份有限公司 | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 内 | 容 | 页码 | | | | 一 | 二○二五年第一次临时股东会现场会议须知 | | | | 2 | | 二 | 二○二五年第一次临时股东会会议议程 | | | 3 | | | 三 | 二○二五年第一次临时股东会表决办法 | | | 4 | | | 四 | 二○二五年第一次临时股东会议案 | | | - | | | 非累积投票议案 | | | | | | 二○二五年第一次临时股东会会议资料 建发合诚工程咨询股份有限公司 二○二五年第一次临时股东会现场会议须知 为维护广大投资者的合法权益，确保本次股东会顺利召开，根据《公司法》、 《公司 章程》及《股东会议事规则》等有关规定，特制定本次股东会会议须知，望全体参会人 员遵守执行： 一、 股东会召开过程中，参会股东及股东代表应当以维护全体股东的合法权益、 确保会议正常秩序和 ...

Core Viewpoint - Guangzi International's stock price increased by 0.47% to 19.05 yuan as of the market close on August 20, 2025, with a total market capitalization of 3.245 billion yuan [1] Company Summary - Guangzi International is engaged in engineering consulting services across multiple sectors and is registered in Guangdong Province, benefiting from a background of central state-owned enterprise reform [1] - On the evening of August 20, the company announced several key updates, including the appointment of Ms. Wen Suihua as the representative for securities affairs and the election of a new chairman during the first meeting of the fourth board of directors [1] - The extraordinary shareholders' meeting approved multiple resolutions, including the cancellation of the supervisory board [1]

Core Insights - Qingju Technology (836208.BJ) reported a revenue of 351 million yuan for the first half of 2025, marking a year-on-year increase of 2.39%, and a net profit attributable to shareholders of 65.7 million yuan, up 0.56% from the previous year [1] - The company signed new business contracts worth 658 million yuan during the same period, representing a growth of 29.50% year-on-year, with a backlog of orders reaching 2.932 billion yuan, an increase of 2.56% from the beginning of the year [1] Revenue and Profit Growth - The company's core business, which includes full-process engineering consulting services, generated revenue of 338 million yuan, reflecting a year-on-year growth of 4.53% [1] - The non-recurring net profit reached 63.7 million yuan, with a year-on-year increase of 6.71% [1] Strategic Client Acquisition - Qingju Technology successfully entered the consulting intermediary agency library of several strategic clients, including China Rare Earth Group and China Agricultural Bank, contributing to a new contract amount increase of 143.7 million yuan, or 28.79% [2] Second Growth Curve Development - The company is developing a second growth curve through its engineering management technology service ecosystem, leveraging data and algorithms to provide investment control platforms and smart cost estimation robots [3] - Despite a temporary decline in revenue from the "one circle" business, new contracts in this segment increased by 47.38% year-on-year, with non-construction party contracts making up 91.84% of the total [3] Technological Innovation and AI Integration - Qingju Technology has established a strategic partnership with Beijing Future Intelligent Technology Co., focusing on the application of AI in engineering management and consulting [4] - The self-developed "AI Smart Engineering Audit Platform" has shown promising results in practical applications and was recognized as a typical case in the field of AI at the Zhongguancun Forum [4] ESG and Corporate Governance - The company achieved a comprehensive ESG rating score of 8.27, ranking first among all companies listed on the Beijing Stock Exchange and receiving an AA rating for its performance in environmental, social, and governance aspects [5] - The board and executive team underwent a restructuring, increasing the number of members and incorporating AI experts, which enhances the company's governance and strategic direction [5] Competitive Advantages - As a leading enterprise in the industry, Qingju Technology possesses competitive advantages in talent development, client resources, and geographic distribution, positioning it for potential performance and valuation growth in 2025 [6]

今年8月初，中诚智信工程咨询集团股份有限公司（以下简称"中诚咨询"）在北交所IPO过会。 过会背后，中诚咨询的募资总额从3.3亿元缩水至近2亿元，砍掉了1.3亿元募资项目，这背后是监管的持续追问与公司的节节退让。 2022年至2024年，公司的营收与净利润双双增长，但仍难掩经营暗伤：2025年上半年，其营收同比下降4.08%，前五个月新增订单同比暴跌超46%。 出品 | 创业最前线 星空 不仅如此，这家扎根江苏20多年的工程咨询企业，超过96%收入依赖江苏一隅。 此外，"夫妻店"高度集中的股权结构，也可能为公司埋下治理隐患。 1、3轮问询后砍掉1.3亿募资项目，上市前曾有大额分红 中诚咨询的创始人是许学雷，出生于1971年，拥有硕士学位，是一位高级工程师、注册造价工程师以及注册监理工程师。她曾在苏州市城建开发总公司工 程科担任预算工程师，后担任过苏州市城建开发工程造价事务所副所长。 2002年1月，许学雷创办了中诚咨询，并担任执行董事兼总经理；2016年，她带领中诚咨询在新三板挂牌，并于2023年5月调至创新层；2019年，许学雷的 董事长职务被丈夫陆俊接替，许学雷转而担任公司的董事兼总经办主任。 在创业过程 ...

Financial Performance - The company's total revenue for the first half of 2025 was 1.517 billion, a year-on-year decrease of 17.12% [1] - The net profit attributable to shareholders was 146 million, down 37.26% year-on-year [1] - In Q2 2025, total revenue was 614 million, a decline of 26.35% year-on-year, with net profit of 58.82 million, down 62.87% [1] - The gross margin was 13.98%, an increase of 10.68% year-on-year, while the net margin was 10.05%, a decrease of 24.94% [1] - Total expenses (selling, administrative, and financial) amounted to 110 million, accounting for 7.26% of revenue, an increase of 47.09% year-on-year [1] - Earnings per share were 0.24, down 35.14% year-on-year [1] Operational Insights - The company has a significant amount of accounts receivable, with accounts receivable accounting for 205.59% of the latest annual net profit [1] - The company’s cash flow situation is healthy, with operating cash flow per share at 0.72, an increase of 242.18% year-on-year [1] - The company’s return on invested capital (ROIC) was 6.55%, indicating average capital returns [2] - The company has been actively involved in urban renewal projects, participating in over 30 projects [6][7] Strategic Developments - The acquisition of Tongji Testing is aimed at enhancing the company's engineering consulting capabilities and expanding its service offerings [3] - The company is focusing on international expansion, having undertaken significant projects in countries like Senegal and Kazakhstan [5] - The company is aligning its strategies with national policies, particularly in urban renewal and infrastructure development [6][7] - The company aims to leverage its brand and technical expertise to become a benchmark service provider in urban renewal [7]

Core Insights - Shanghai JianKe Consulting Group Co., Ltd. reported a revenue of 1.935 billion yuan for the first half of 2025, reflecting a year-on-year growth of 0.60% [1] - The net profit attributable to shareholders reached 23.76 million yuan, marking a significant increase of 48.57% compared to the previous year [1] Business Performance - The core business segment, engineering consulting services, generated 1.108 billion yuan in revenue, accounting for 57.37% of total revenue [1] - The testing and technical services segment achieved a revenue of 603 million yuan, representing 31.19% of total revenue [2] - Environmental low-carbon technology services contributed 160 million yuan, making up 8.27% of total revenue [2] - Special engineering and product sales generated 52.66 million yuan, accounting for 2.73% of total revenue [2] Strategic Developments - The company successfully completed a merger with Shanghai Investment Consulting Group Co., Ltd., enhancing performance evaluation and distribution mechanisms, and optimizing management costs [2] - This strategic integration is expected to facilitate future business collaboration and value release [2] Market Expansion - In response to a challenging market environment, the company intensified its market penetration efforts, engaging with government departments and key enterprises [3] - The company made significant strides in the North China and Xiong'an regions and established subsidiaries in Guangdong and Hubei to strengthen its presence in the South China market [3]

Summary of Key Points from Conference Call Records Industry Overview - The construction and infrastructure sector is experiencing a high dividend investment opportunity, with major state-owned enterprises like China Railway Construction and China Communications Construction having high shareholding ratios among top shareholders and significant dividend levels [1][11][30]. Company-Specific Insights Anhui Construction - Revenue has been stable with a slight increase, but net profit attributable to shareholders decreased in 2024. In Q1 2025, revenue grew by 7.42% year-on-year, and net profit increased by 0.31%. The cash dividend ratio has consistently exceeded 28%, reaching 34.46% in 2024, making it the highest dividend yield in the infrastructure industry [1][5]. Sichuan Road and Bridge - The company faced a revenue decline of approximately 7% in 2024 and a net profit drop of 19.92%. However, in Q1 2025, revenue increased by 3.98% and net profit by 0.99%. The cash dividend ratio rose from 39% in 2020 to around 50% in 2024, with plans for at least a 60% cash dividend ratio in the next three years [1][6]. Tunnel Corporation - As a leading enterprise under the Shanghai State-owned Assets Supervision and Administration Commission, the company has a relatively stable but fluctuating performance. Revenue fell by 7% in 2024, and further decreased by about 25% in Q1 2025. The cash dividend ratio increased from 30% in 2020 to 35% in 2024 [1][7]. Pudong Construction - The company has shown steady growth in revenue and net profit in recent years, with a gradually increasing cash dividend ratio. However, in Q1 2025, revenue dropped by over 40% year-on-year, and net profit decreased by 18%. The cash dividend ratio reached 43.66% in 2024 [2][9][10]. China Construction Company - The company reported revenues exceeding 2 trillion yuan, with a dividend ratio of 24.29% in 2024, close to the banking average of 26.2%. New contracts signed in 2024 reached 4.5 trillion yuan, a year-on-year increase of 4.13% [13]. Sector Performance and Trends - The overall performance of the infrastructure sector remains robust, supported by high levels of investment. The average dividend yield for 42 banks is 3.95%, with a dividend payout ratio of 26.2%. Many companies in the infrastructure sector exceed these averages [3][32]. Real Estate Sector Insights - The real estate investment in the first half of 2025 decreased by 11.2%, with sales area down by 3.5%. The sector is currently in a bottoming phase, with new construction projects down by 20% and completions down over 14% [12]. Dividend Trends Across Industries - The construction and engineering consulting sectors show a high overall dividend payout ratio, with 12 out of 37 companies in the engineering consulting sector having a dividend yield exceeding 3% [3][18]. The decoration and renovation industry exhibits a polarized dividend yield, with leading companies like Jianghe Group achieving a dividend payout ratio of 97.72% [16]. Recommendations - Recommended companies for investment in the infrastructure sector include Anhui Construction, Sichuan Road and Bridge, Tunnel Corporation, and Pudong Construction, among others [30][31].