4月23日，中国中冶与新疆生产建设兵团第十一师在京签署战略合作框架协议。中国中冶党委常委、副总裁白小虎与十一师党委书记、政委侯国俊座谈交 流并共同见证签约；十一师党委常委、副师长丁午育与中国中冶党委常委、副总裁朱广侠分别代表双方签署战略合作框架协议。 座谈现场 白小虎在座谈中介绍了中国中冶的基本情况和历史沿革，以及公司"一核心两主体五特色"业务体系的转型发展历程。他说，中国中冶始终坚持科技引领、 创新驱动，努力克服建筑行业深度调整过程中的"难关"与"阵痛"，各项生产经营指标稳中有进、进中提质。作为兵团走出去的"排头兵"，十一师在工程建 设领域技术先进、资源丰富、实力雄厚。希望双方以此次签约为契机，进一步明确合作方向、完善合作机制、加强交流互访，在矿产资源开发、市政基础 设施建设、新能源新材料、科技创新等领域深化合作，力争实现产业链互补发展，不断提升产业创新力、核心竞争力，更好服务国家重大战略。 侯国俊详细介绍了十一师经济社会发展情况。他说，当前十一师处于抢抓战略机遇、实现高质量发展的关键时期，正在积极融入和服务自治区"十大产业 集群"和兵团七大主导产业、21条重点产业链建设，集中优势资源，推动传统产业转型升级 ...

Core Insights - The company reported a revenue of 107.24 billion yuan for 2024, a year-on-year decrease of 6.78%, and a net profit attributable to shareholders of 7.21 billion yuan, down 19.92% [1] - In Q4 2024, the company achieved a revenue of 35.36 billion yuan, reflecting a year-on-year increase of 38.73%, with a net profit of 2.44 billion yuan, up 94.97% [1] - New contract signings decreased, but the backlog of orders remains strong, with new contracts totaling 138.3 billion yuan in 2024, a decline of 17.95% [1] Revenue and Profit Analysis - The company's engineering construction revenue fell by 10.53% to 92.95 billion yuan, with a gross margin decrease of 2.41 percentage points to 15.56% [1] - New orders in infrastructure, housing construction, and other sectors were 116.1 billion yuan, 22 billion yuan, and 1.8 billion yuan respectively, showing a year-on-year change of -22.19%, +17.56%, and -71.06% [1] - From Q3 2024 to the date of the annual report, the company secured over 260 billion yuan in new orders, approximately 2.5 times its 2024 revenue [1] Emerging Business Growth - In 2024, the mining and new materials sector saw significant growth, with the Asmara copper polymetallic mine project achieving sales of approximately 70,000 tons, leading to a revenue increase of 98.13% to 3.34 billion yuan [2] - The clean energy sector also progressed, with several photovoltaic projects contributing to a revenue increase of 33.26% to 610 million yuan [2] Cost Management and Cash Flow - The company reported a total expense ratio of 7.35%, a decrease of 0.35 percentage points year-on-year, with reductions in credit and asset impairment provisions [2] - Operating net cash flow improved significantly to 3.43 billion yuan in 2024, compared to a negative cash flow of 2.12 billion yuan in 2023, with Q4 showing a cash flow of 9.03 billion yuan, up 101.40% year-on-year [3] Dividend Policy - The company declared a dividend of 3.6 billion yuan for 2024, maintaining a high dividend payout ratio of 50.02% [3] - Plans for 2025-2027 include a commitment to a dividend payout ratio of no less than 60%, indicating a potential increase in shareholder returns [3] Future Outlook - Projected net profits for 2025-2027 are 8.15 billion yuan, 8.46 billion yuan, and 8.79 billion yuan respectively, with corresponding price-to-earnings ratios of 9.08, 8.75, and 8.43 [4]

4月23日，北方国际今日收盘10.75元，上涨2.67%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到10.97倍，创19天以来新低，总市值115.17亿元。 从行业市盈率排名来看，公司所处的工程建设行业市盈率平均15.24倍，行业中值18.54倍，北方国际排 名第39位。 来源：金融界 最新一期业绩显示，2024年年报，公司实现营业收入190.80亿元，同比-11.21%；净利润10.50亿元，同 比14.32%，销售毛利率12.82%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)39北方国际10.9710.971.23115.17亿行业平均 15.2415.791.13201.06亿行业中值18.5418.631.3455.84亿1浙江建投-3540.7123.001.3890.11亿2苏文电 能-45.5441.131.0532.25亿3*ST农尚-37.52-37.525.5228.92亿4成都路桥-34.50-34.501.1031.80亿5旭杰科 技-32.94-32.946.459.94亿6重庆建工-26.99145.190.6954.58亿7*ST围海-25.53- ...

金十图示：2025年04月23日（周三）富时中国A50指数成分股今日收盘行情一览：银行、半导体行业午后延续跌势 保险 中国太保 中国人保 中国平安 电机 3175.28亿市值 2972.69亿市值 9232.59亿市值 6.46亿成交额 15.15亿成交额 3.17亿成交额 50.70 7.18 30.90 -0.07(-0.23%) +0.13(+0.26%) +0.03(+0.42%) 酸酒行业 贵州茅台 五粮液 山西汾酒 19496.19亿市值 2620.00亿市值 5044.93亿市值 28.95亿成交额 12.47亿成交额 9.73亿成交额 1552.00 129.97 214.76 -3.19(-1.46%) +3.20(+0.21%) -0.13(-0.10%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2433.47亿市值 2860.46亿市值 3463.26亿市值 21.92亿成交额 19.14亿成交额 37.76亿成交额 455.79 685.21 149.00 -3.10(-2.04%) -6.06(-1.31%) -9.77(-1.41%) 汽车整车 铁路公路 比亚迪 长城汽 ...

中铝国际（601068）公告，2025年第一季度营业收入48.04亿元，同比下降3.63%；净利润6579.7万元， 同比下降36.71%。 ...

金十图示：2025年04月22日（周二）富时中国A50指数成分股今日收盘行情一览：银行股全天走势分化，保险行业午后转涨 长江电力 中国核电 东方财富 8 1939.56亿市值 3243.93亿市值 7176.53亿市值 22.70亿成交额 8.57亿成交额 34.61亿成交额 29.33 9.43 20.55 +0.02(+0.07%) +0.05(+0.53%) -0.08(-0.39%) 证券 食品饮料 中信证券 国泰海通 海天味业 胸更 3716.99亿市值 3007.63亿市值 2346.02亿市值 11.58亿成交额 6.80亿成交额 2.80亿成交额 17.06 42.19 25.08 -0.15(-0.59%) +0.07(+0.41%) +0.03(+0.07%) 消费电子 化学制药 恒瑞医药 工业富联 立讯精密 3251.38亿市值 3530.91亿市值 2195.96亿市值 31.40亿成交额 8.19亿成交额 31.17亿成交额 17.78 30.30 50.97 -0.03(-0.17%) -0.57(-1.85%) +1.80(+3.66%) 家电行业 农牧饲渔 牧原股份 格力电器 ...

戴继双表示，中国化学经过70多年的发展，成为我国工业工程领域资质最为齐全、功能最为完备、业务链最为完整、知识技术密集的工程公司，是石油和 化学工业工程领域的国家队，为国内外化工产业进步做出了巨大贡献。沈鼓集团期待与中国化学进一步深化战略合作关系，在新能源、化工新材料及共 建"一带一路"等领域开展更高水平、更宽领域的全面合作。 4月19日，中国化学工程集团有限公司（以下简称中国化学）党委书记、董事长莫鼎革一行到沈鼓集团调研。沈鼓集团党委书记、董事长兼CEO戴继双接 待来访，中国化学党委常委、副总经理胡富申参加调研，沈鼓集团总裁、党委副书记马诚，沈鼓集团副总裁、首席技术官张勇参加接待。 在戴继双的陪同下，莫鼎革一行参观了沈鼓展览展示中心、转子车间、定子车间、总装车间和核电公司。 戴继双对莫鼎革一行的到来表示热烈欢迎，对中国化学长期以来对沈鼓集团创新发展的鼎力支持致以衷心感谢。期间，戴继双详细介绍了沈鼓集团改革发 展、技术创新、生产运营、数字化转型以及与中国化学合作项目的情况。 莫鼎革对沈鼓集团在改革创新及重大装备研制等方面取得的卓越成果予以高度评价。他表示，沈鼓集团通过坚持不懈的科技创新，有力解决了中国能源与 化 ...

Core Viewpoint - The release of the first "ESG Information Disclosure Report for Major Engineering Projects in China (2024)" marks a significant step in sustainable information disclosure in the engineering construction sector in China [1][2]. Group 1: Importance of ESG Disclosure - The importance of ESG information disclosure and evaluation for major engineering projects is emphasized as a means to enhance corporate competitiveness and sustainable development capabilities [1]. - The report aligns with various regulations and policies aimed at improving transparency in major engineering projects [1]. Group 2: Analysis of Current ESG Disclosure Practices - The report analyzes ESG disclosure standards and practices, referencing authoritative organizations such as ISSB and GRI, and evaluates the comprehensiveness and applicability of existing disclosures [2]. - A sample of 134 major engineering projects from 2014 to 2024 was selected, providing a representative overview of ESG disclosure practices in China [2]. Group 3: Current Status of ESG Disclosure - Despite positive developments in environmental protection, social responsibility, and governance structures, the overall ESG disclosure level remains at an initial stage, with an average score below passing [3]. - There are significant gaps in the breadth and depth of environmental indicators, particularly in the quantification of actual environmental impacts [3]. - Disclosure regarding social responsibility, employee rights, community impact, and supply chain management is insufficient, with some projects failing to fully disclose their contributions to social development [3]. - Progress has been made in compliance management and risk control, but comprehensive ESG mechanism construction requires substantial improvement [3]. Group 4: Recommendations for Improvement - The report suggests optimizing ESG disclosure quality through three dimensions: disclosure system, standard system, and incentive mechanisms [4]. - Recommendations include expanding mandatory disclosure from environmental to social and governance dimensions and establishing a comprehensive disclosure mechanism covering the entire project lifecycle [4]. - The aim is to shift ESG disclosure from passive compliance to proactive innovation, establishing a new system for full lifecycle ESG information disclosure in construction projects [4].

| 证券代码：600820 | 股票简称：隧道股份 | | | 编号：临 | 2025-009 | | --- | --- | --- | --- | --- | --- | | 债券代码：185752 | 债券简称：22 | 隧道 | 01 | | | | 债券代码：115633 | 债券简称：23 | 隧道 | K1 | | | | 债券代码：115902 | 债券简称：23 | 隧道 | K2 | | | 上海隧道工程股份有限公司 2025 年第一季度主要经营情况公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、新增项目情况汇总 （一）施工、设计、运营及数字业务 1 单位：万元 币种：人民币 施工 业务 订单总 个数 485 中标合同量 业务占比 （%） 较上年同期 增减（%） 按空间 类型分 类 地下业务 676,203.24 35.17 -38.07 地上业务 1,246,682.48 64.83 71.39 按地域 分类 上海市市内业务 714,326.31 37.15 -27.79 上海市市外业务（ ...

宁波建工：联合体中标宁波枢纽产城融合板块布政东片综合开发项目 智通财经4月18日电，宁波建工(601789.SH)公告称，公司与全资子公司宁波建工工程集团有限公司及控 股子公司宁波市政工程建设集团股份有限公司、宁波冶金勘察设计研究股份有限公司组成的联合体，成 为宁波枢纽产城融合板块布政东片综合开发项目（二次重招）的中标人。项目合作规模暂定103.02亿 元，包括片区开发前期费用投资50亿元和工程建设投资53.02亿元。公司为联合体牵头方，负责项目规 划设计咨询、投融资、建设、移交、运营等工作。 ...