中国中材国际工程股份有限公司 ■ 经判断，上述合同金额未构成公司特别重大合同。 境外合同影响因素较为复杂，且合同履行时间较长，合同履行可能受到汇率 等不确定性影响。敬请广 大投资者注意投资风险。 特此公告。 中国中材国际工程股份有限公司 董事会 二〇二五年四月九日 关于公司全资子公司签署经营合同的公告 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法律责任。 近日，中国中材国际工程股份有限公司（以下简称"公司"）全资子公司成都建筑材料工业设计研究院有 限公司的沙特分公司（以下简称"成都建材院沙特分公司"）与联想（沙特阿拉伯）创新科技（SILZ）有 限责任公司（即Lenovo (KSA) Innovation Technology (SILZ) LLC，以下简称"业主"）签订了《联想项目 设计、建造、采购和施工总承包合同》，合同金额暂定为263,192,281.83美元，由固定总价与家具供应 估算费用组成，其中，固定总价为260,592,281.83美元，家具供应估算费用为2,600,000美元，以家具最 终实际供应结算为准。具体情况如 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Beifang International, noting a significant drop in stock price and a low PE ratio compared to industry averages [1][2] - As of the latest report, Beifang International's stock closed at 9.62 yuan, down 10.01%, with a rolling PE ratio of 9.81 times and a total market capitalization of 10.292 billion yuan [1] - The company operates in the engineering construction sector, with a focus on engineering services, resource and equipment supply chains, power operations, and industrial manufacturing [1] Group 2 - For the fiscal year 2024, Beifang International reported a revenue of 19.08 billion yuan, reflecting a year-on-year decrease of 11.21%, while net profit was 1.05 billion yuan, showing a year-on-year increase of 14.32% [2] - The company's gross profit margin stands at 12.82% [2] - Beifang International ranks 36th in the engineering construction industry based on PE ratio, with the industry average at 14.95 times and the median at 18.37 times [1][2] Group 3 - A total of 64 institutions hold shares in Beifang International, including 58 funds, 5 other entities, and 1 insurance company, with a total shareholding of 678.1988 million shares valued at 6.633 billion yuan [1] - The company has been recognized for its commitment to ESG management, receiving a "five-star" rating for its 2023 ESG report and various accolades for its practices in corporate social responsibility [1]

Core Viewpoint - The company announced a decline in revenue and net profit for 2024, with total revenue at 1,067.171 billion yuan, down 6.22%, and net profit attributable to shareholders at 22.215 billion yuan, down 14.87% [1] Financial Performance - Quarterly revenue for 2024 was reported as follows: Q1: 274.949 billion yuan (up 0.52%), Q2: 241.188 billion yuan (down 9.84%), Q3: 241.988 billion yuan (down 8.82%), Q4: 309.046 billion yuan (down 6.78%) [2] - Quarterly net profit attributable to shareholders was: Q1: 6.025 billion yuan (up 1.98%), Q2: 5.877 billion yuan (down 24.07%), Q3: 3.793 billion yuan (down 34.27%), Q4: 6.520 billion yuan (down 2.36%) [2] - The company's gross profit margin for 2024 was 10.27%, a decrease of 0.13 percentage points [3] Business Segments - Revenue by business segment for 2024: Engineering: 931.246 billion yuan (down 5.68%), Design: 18.024 billion yuan (down 3.89%), Manufacturing: 23.395 billion yuan (down 2.52%), Real Estate Development: 71.890 billion yuan (down 13.67%), Logistics: 86.864 billion yuan (down 9.39%) [2] - Gross profit margins by segment were: Engineering: 8.75%, Design: 41.96%, Manufacturing: 22.35%, Real Estate Development: 10.92%, Logistics: 9.17% [2] Geographic Performance - Domestic revenue for 2024 was 1,001.273 billion yuan (down 7.09%), while overseas revenue was 65.899 billion yuan (up 9.27%) [2] - The gross profit margin for domestic operations was 10.45% (down 0.14 percentage points), and for overseas operations, it was 7.49% (up 0.62 percentage points) [2] Cash Flow and Expenses - The company experienced a significant net cash outflow from operating activities of 31.424 billion yuan, an increase in outflow of 51.836 billion yuan compared to the previous year [3] - The company's receivables and inventory levels increased, with accounts receivable at 207.98 billion yuan (up 30.78%) and inventory plus contract assets at 590.87 billion yuan (down 1.43%) [3] Future Outlook - Projected net profit for 2025-2027 is expected to be 21.207 billion yuan (down 4.54%), 21.802 billion yuan (up 2.81%), and 22.818 billion yuan (up 4.66%), with corresponding price-to-earnings ratios of 5.24, 5.09, and 4.87 respectively [3]

未完成合同额为营收720%，绿色环保新签合同额同比增长24%。1）2024 年新签合同总额3.04 万亿元， 完成年度计划的 101.20%，同比下降7.80%。2）分业务来看，工程承包、绿色环保、规划设计咨询、工 业制造、房地产开发、物资物流、产业金融、新兴产业新签合同额分别为23,286、3,168、205、423、 977、1,975、91、245 亿元，同比分别-10.36%、+23.79%、-31%、 +1.27%、-21.02%、-8.75%、-16.12%、+36.47%。公司积极发展新兴产业，加大新兴项目的承揽，加快 转型升级步伐，订单快速增长。3）截至2024 年末，公司未完合同额合计7.68 万亿元，约为营收的 720%，保障未来营收规模。其中境内、境外业务未完合同额分别为6.22、1.46 万亿元，分别占未完合 同总额的80.95%、19.05%。 毛利率微降，有息负债规模提升影响净利润。1）2024 年公司毛利率为10.27%，同比下降0.12 个百分 点，工程承包、规划设计咨询、工业制造、房地产开发、物资物流及其他业务毛利率分别为8.75%、 41.96%、22.35%、10.92% ...

3月31日，北方国际今日收盘10.4元，下跌3.08%，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11.12倍，总市值109.50亿元。 最新一期业绩显示，2024年三季报，公司实现营业收入141.22亿元，同比-3.48%；净利润7.58亿元，同 比9.70%，销售毛利率11.70%。 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16.56倍，行业中值20.71倍，北方国际排 名第38位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)38北方国际11.1211.931.23109.50亿行业平均 16.5616.171.14198.71亿行业中值20.7119.891.3957.32亿1浙江建投-3561.9623.141.3990.65亿2金埔园 林-287.3267.961.2714.42亿3成都路桥-99.84699.311.0631.42亿4苏文电能-49.9845.141.1535.39亿5旭杰科 技-32.72-32.724.919.11亿6*ST农尚-30.69-85.034.6125.31亿7重庆建工-24.45131.530.6349.45亿8*ST围 ...

Company Overview - Donghua Technology's closing price on March 28 was 10.39 yuan, down 2.44%, with a rolling PE ratio of 17.93 times and a total market value of 7.356 billion yuan [1] - The company ranks 44th in the engineering construction industry, which has an average PE ratio of 16.43 times and a median of 19.82 times [2] Financial Performance - For the third quarter of 2024, Donghua Technology reported operating revenue of 6.435 billion yuan, a year-on-year increase of 7.93%, and a net profit of 318 million yuan, up 21.58% year-on-year, with a gross profit margin of 8.09% [1] Market Position - Donghua Technology provides comprehensive services for domestic and international engineering projects, including consulting, design, construction, and general contracting, primarily in the petrochemical, construction, and municipal engineering sectors [1] - The company has a cumulative production capacity of nearly 10 million tons per year for synthetic gas to ethylene glycol plants, holding a significant market share and competitive advantage in the ethylene glycol engineering field [1] Capital Flow - On March 28, the net outflow of main funds for Donghua Technology was 7.8282 million yuan, with a total outflow of 14.0872 million yuan over the past five days [1]

Core Viewpoint - The financial statements of China Communications Construction Company Limited (CCCC) for the year ending December 31, 2024, have been audited and are deemed to fairly reflect the company's financial position and operational results in accordance with accounting standards [2][17]. Group 1: Audit Opinion - The audit opinion confirms that the financial statements are prepared in accordance with accounting standards and fairly represent the financial condition and results of operations for the year [2][17]. - The audit was conducted following the standards set by Chinese Certified Public Accountants, ensuring independence and adherence to ethical responsibilities [2][3]. Group 2: Key Audit Matters - Revenue recognition from construction contracts is a critical audit matter, involving significant judgments regarding estimated revenues and costs [3][4]. - The assessment of expected credit losses for contract assets, receivables, and long-term receivables is another key area, requiring management's evaluation of historical collection data and future economic conditions [3][5]. - Impairment testing of concession rights is also highlighted, where management estimates recoverable amounts based on discounted cash flows, involving significant assumptions about future traffic and operational conditions [5][6]. Group 3: Company Overview - CCCC is a state-owned enterprise established by the China Communications Construction Group, focusing on infrastructure construction, including ports, roads, railways, and dredging services [11][12]. - The company was officially registered on October 8, 2006, with a registered capital of RMB 10.8 billion, which has increased over the years due to various capital raising activities [12][13][15]. - CCCC's operational scope includes international engineering contracting, with a significant emphasis on infrastructure projects [15][17].

Group 1 - Company closed at 9.95 yuan, down 1.19%, with a rolling PE ratio of 8.81 times and a total market value of 26.288 billion yuan [1] - The average PE ratio for the engineering construction industry is 16.45 times, with a median of 18.90 times, placing the company at 33rd position in the industry ranking [1] - As of February 28, 2025, the number of shareholders increased to 55,251, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - For the latest fiscal year, the company reported operating revenue of 46.127 billion yuan, a year-on-year increase of 0.72%, and a net profit of 2.983 billion yuan, up 2.31%, with a gross profit margin of 19.63% [2] - The company's PE (TTM) is 8.81, with a static PE of 8.81 and a price-to-book ratio of 1.24 [2] - The company has five national-level "specialized and innovative" small giant enterprises and twelve provincial-level "specialized and innovative" enterprises [1]

棕榈生态城镇发展股份有限公司 证券代码：002431 证券简称：棕榈股份 公告编号：2025-019 关于中标潢川县 14 万亩高标准农田示范区建设项目 第一标段的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 棕榈生态城镇发展股份有限公司（以下简称"公司"）于近日在"信阳市 公共资源交易网"查询获悉，公司下属全资子公司河南棕榈建设发展有限公司 （以下简称"河南棕建"）与河南碧峰生态园林建设有限公司、科宇信息技术 有限公司、河南宇航勘测规划有限公司所组成的联合体被确认为"潢川县 14 万 亩高标准农田示范区建设项目第一标段"的中标人，截至本公告披露日，尚未 收到该项目正式的《中标通知书》，有关中标内容如下： 一、中标项目概况 1、项目名称：潢川县 14 万亩高标准农田示范区建设项目 2、建设地点：河南省信阳市潢川县 3、项目计划总投资：约 55,000 万元 4、项目内容：项目建设高标准农田示范区面积约 14 万亩，其中包括新建 及改造提升，主要建设内容包括田块整治工程、农田地力提升工程、灌溉和排 水工程、田间道路工程、农田防护与生态环境保护工程、农田输 ...

深圳市天健（集团）股份有限公司 关于项目中标的自愿性信息披露公告 证券代码：000090 证券简称：天健集团 公告编号：2025-8 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。 近日，深圳交易集团有限公司罗湖分公司发布《罗湖区螺岭 片区改造项目合作单位服务项目中标（成交）结果公告》，确定 深圳市天健（集团）股份有限公司（以下简称"公司"）为罗湖 区螺岭片区改造项目合作单位服务项目的合作单位，负责提供搬 迁补偿服务，并于 2025 年 2 月 21 日签订合同。现将该项目中标 情况公告如下： 一、中标项目基本情况 （一）项目名称：罗湖区螺岭片区改造项目合作单位服务项 目 （二）项目概况：项目位于罗湖区东门街道，属于罗湖综合 服务中心范围，靠近罗湖区委区政府，区位条件优越。 （三）项目规模：改造范围总占地约 12.06 万平方米，包括东 升街、花园坊、翠华巷、翠园村、黎明大楼、登高村、黎明小区、 东郊街、翠园路、物资大院、赛龙大院、龙飞大楼、名阳阁、竹 边新村等区域，共有建筑物 307 栋，房屋 2,535 套，现状建筑面积 约 23.34 万平方米。 1 （ ...