证券代码：603955 证券简称：大千生态 公告编号：2025-025 大千生态环境集团股份有限公司 2025 年第一季度主要经营数据的公告 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个别及连带责任。 大千生态环境集团股份有限公司（以下简称"公司"）根据《上海证券交易 所上市公司自律监管指引第 3 号——行业信息披露》之《第八号——建筑》的相 关规定，现将 2025 年第一季度主要经营数据（未经审计）公告如下： （一）新中标及签订项目合同的数量及合计金额 2025 年 1-3 月，公司及子公司无新中标项目及新签订项目合同。 （二）本年累计中标及签订项目合同的数量及合计金额 截至 2025 年第一季度末，公司及子公司无新中标项目及新签订项目合同。 特此公告。 大千生态环境集团股份有限公司董事会 2025 年 4 月 29 日 ...

园林股份（605303）公告，公司拟对外投资设立控股子公司，分别从事建筑业、文化旅游业及新材料产 业。建设子公司拟定注册资本为1.05亿元，文旅子公司拟定注册资本2000万元，新材料子公司拟定投资 金额不超过1000万元。公司已于2025年4月29日召开董事会审议通过该议案，无需提交股东大会审议。 子公司设立尚需办理工商注册登记相关手续，最终审批时间存在不确定性。 ...

Group 1 - The core viewpoint of the reports indicates that Indonesia's economy is facing internal structural challenges, with GDP growth expected to slow to 4.9% in Q1 2025, driven more by internal reform pressures than external geopolitical risks [1] - The establishment of the Danantara Sovereign Wealth Fund, with a target size of $900 billion, is seen as a key strategic tool for Indonesia's economic transformation, aimed at managing state-owned enterprises and acting as a catalyst for industrial upgrades [3] - Indonesia's mandatory foreign exchange retention policy for resource-based exports is expected to increase foreign exchange reserves by over $20 billion within the year, helping to restore the reserve coverage to the level of 12 months of imports [3] Group 2 - The Indonesian capital market has experienced significant foreign capital outflows, with a net outflow of $2.98 billion from the stock market and over $375 million from the bond market since the beginning of 2025, attributed to governance issues among local companies [4] - The Indonesian Composite Index (IHSG) has seen a year-to-date decline of 7.5%, with current valuations corresponding to forward P/E ratios of 10.7x and 9.6x for 2025 and 2026, respectively, placing it at a low compared to other Southeast Asian markets [4] - In light of ongoing governance disputes and uncertain trade friction prospects, the Indonesian stock market may face further valuation adjustment pressures, despite its low export dependence on the U.S. at only 10% [4] Group 3 - The report suggests a "short-term defensive + mid-term layout" strategy for Q2 2025, focusing on sectors with complete local supply chains and lower exposure to internal and external market risks, such as food and beverage and healthcare [4] - Mid-term attention is recommended for sectors benefiting from state-owned enterprise restructuring and fiscal expansion, including financial services (state bank reforms), utilities (electricity infrastructure), and construction (accelerated infrastructure investment) [4]

Core Viewpoint - The news highlights the performance and potential of state-owned enterprises (SOEs) in China, particularly in the context of ongoing reforms and the integration of artificial intelligence in operations, which may enhance their competitiveness and market performance [2][4]. Group 1: ETF Performance - As of April 29, 2025, the National Enterprise Win-Win ETF (159719) decreased by 0.47%, with a latest price of 1.48 yuan. Over the past week, it has seen a cumulative increase of 0.54% [1]. - The National Enterprise Win-Win ETF had a turnover of 1.2% during the trading session, with a transaction volume of 2.3576 million yuan. The average daily transaction volume over the past year was 17.9394 million yuan [1]. - The Greater Bay Area ETF (512970) increased by 0.43%, with a latest price of 1.16 yuan. Over the past year, it has accumulated a rise of 13.72% [4]. Group 2: Index and Component Stocks - The National Enterprise Win-Win ETF closely tracks the FTSE China National Enterprise Open Win-Win Index, which consists of 100 constituent stocks, including 80 A-share companies and 20 Chinese companies listed in Hong Kong. The top ten constituent stocks are predominantly "China National" stocks [4][6]. - The top ten stocks in the index include China Petroleum, China Petrochemical, China Construction, and China Mobile, with respective weightings of 15.58%, 12.33%, and 8.89% [6]. - The Greater Bay Area Development Theme Index (931000) saw a slight increase of 0.06%, with notable performers including Keda Manufacturing and Weigao Medical, which rose by 6.95% and 4.54%, respectively [4]. Group 3: Policy and Market Outlook - The State-owned Assets Supervision and Administration Commission (SASAC) is actively promoting the "AI+" initiative, focusing on integrating artificial intelligence into enterprise operations to enhance efficiency [1]. - According to Galaxy Securities, SOEs are expected to play a crucial role in China's modernization process, with ongoing reforms aimed at improving core competitiveness and operational efficiency [2]. - The market-oriented operational mechanisms of SOEs are being refined, with plans to implement performance adjustments and exit strategies for underperforming entities by 2025, which may lead to improved profitability [2].

Group 1 - The celebration of the 100th anniversary of the All-China Federation of Trade Unions took place on April 28, highlighting the recognition of labor models and advanced workers across various sectors in Guangxi [1] - A total of 58 individuals from Guangxi were honored, including 39 national labor models and 19 advanced workers, showcasing a diverse representation from government, enterprises, and various professional fields [1] - The selection process for the awards emphasized transparency, fairness, and public participation, reflecting the importance of recognizing contributions to economic and social development in Guangxi over the past five years [1] Group 2 - The list of national labor models includes professionals from different industries, such as engineering, healthcare, and agriculture, indicating a broad spectrum of expertise and contributions [2][3][4] - Notable awardees include managers and engineers from prominent companies like Guangxi Nannan Aluminum Processing Co., Ltd. and SAIC-GM Wuling Automobile Co., Ltd., highlighting the role of industry leaders in driving innovation and productivity [2][3] - The recognition of advanced workers also features individuals from various sectors, including education, law enforcement, and healthcare, emphasizing the critical roles these professionals play in their communities [4][5]

"嘿 咱们工人有力量 每天每日工作忙 嘿 每天每日工作忙 盖成了高楼大厦 修起了铁路煤矿 改造得世界变呀么变了样 哎嘿 ……" 1947年 音乐家马可在佳木斯热电厂的车间创作了 雄壮的旋律 回响在中原大地 在横断山脉 在黄河峡谷 …… 20世纪60年代初期，大庆油田工人在艰苦创业之初破冰取水。新华社发 1958年，河南洛阳第一拖拉机厂生产出第一批拖拉机。新华社记者 唐茂林 摄 1974年3月，四川西昌铁路分局乌斯河工务段工人排除大渡河两侧悬崖峭壁上的危岩和孤石，保证成昆铁路安全通车。 新华社记者 李基禄 摄 《咱们工人有力量》 这首被誉为 "中国工人阶级迈向新中国时唱出的第一首高昂战歌" 从东北唱向全国 20世纪50年代初，鞍山钢铁公司工人在修建高炉。新华社发（蔡尚雄 摄） 1975年2月，大型水利枢纽工程——刘家峡水电站建成。图为施工人员在紧张地施工。新华社发（李介范 摄） 一代代工人与祖国同成长 与时代齐奋进 在中国从站起来、富起来到强起来的 伟大飞跃中 奏响了"咱们工人有力量"的主旋律 1975年7月，在四川参加宝成铁路电气化建设工程的铁道部电化工程局电化工程处四队一分队女工班的工人。 新华社记者 吴祖 ...

Group 1 - The report highlights the ongoing escalation of the global tariff war, particularly between the US and China, which is expected to lead to increased volatility in equity markets and a potential "hard landing" for the US economy [2][10][11] - Domestic economic indicators show a weakening trend, with March data reflecting a 12.4% year-on-year increase in exports, driven by a low base and export rush, while imports fell by 4.3%, indicating persistent domestic demand issues [12][13] - The report emphasizes the need to shift investment strategies from small-cap growth to large-cap value defensive stocks, anticipating this transition to last at least until signs of an earnings bottom emerge [2][10][13] Group 2 - Growth-oriented dividend assets are defined as those sacrificing some dividend yield for potential profit improvement through capital expenditure, which may lead to higher valuations in the market [3][23] - The report identifies two main drivers for growth-oriented dividend assets: the expectation of fiscal policy support and the potential for rising dividend yields, which can help avoid static valuation traps [3][23][26] - A comprehensive screening model for growth-oriented dividend assets has been developed, focusing on five key factors: relative dividend yield advantage, stable dividend payout ratio, ample operating cash flow, stable or improving ROE, and increasing capital expenditure [3][35][34] Group 3 - The report suggests a differentiated approach to sector allocation, recommending a reduction in exposure to AI sectors with low penetration rates, while increasing allocation to structural technology growth areas and growth-oriented dividend assets [4][23] - Specific sectors highlighted for increased allocation include telecommunications, infrastructure, and consumer sectors, which are expected to benefit from fiscal expansion and capital expenditure [4][23][24] - The report also notes that gold stocks and innovative pharmaceuticals are positioned to benefit from rising gold prices and improving profit margins, respectively [4][23]

| 477.72 | 494.00 | 516.00 | 547.00 | | --- | --- | --- | --- | | 3.75 | 3.41 | 4.45 | 6.01 | | 13.10 | 13.61 | 14.25 | 15.18 | | -2.78 | 3.92 | 4.65 | 6.56 | | 7.89 | 7.65 | 7.66 | 7.68 | | 0.49 | 0.51 | 0.53 | 0.57 | | 7.99 | 7.69 | 7.35 | 6.90 | | | | | 股票代码 | 002061.SZ | | --- | --- | | A 股收盘价(元) | 3.92 | | 上证指数 | 3,295.06 | | 总股本(万股) | 267,055.14 | | 实际流通 A 股(万股) | 259,913.79 | | 流通 A 股市值(亿元) | 101.89 | 公司点评报告 ·建筑行业 E券 CGS 附录: 公司财务预测表 | 资产负债表(亿元) | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | -- ...

证券代码：603176 证券简称：汇通集团 公告编号：2025-029 债券代码：113665 债券简称：汇通转债 汇通建设集团股份有限公司 2024年年度经营数据的公告 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。 根据上海证券交易所发布的《上海证券交易所上市公司自律监管 指引第 3 号行业信息披露：第八号——建筑》的相关规定，现将汇通 建设集团股份有限公司（以下简称"公司"）2024 年年度主要经营 数据公告如下： 一、公司主要经营数据 （一）建造合同 公司本报告期新签订单 48 个，订单金额 234,716.06 万元，本报 告期比上年同期订单金额 187,395.56 万元增长 25.25%。 （二）商品销售 公司本报告期新签订单 98 个，订单金额 31,578.05 万元，本报 告期比上年同期订单金额 18,133.76 万元增长 74.14%。 （三）勘察设计 公司本报告期新签订单 30 个，订单金额 1,523.08 万元，本报告 期比上年同期订单金额 1,062.04 万元增长 43.41%。 （四）试验 ...

Group 1 - The core focus for the Beijing Western region this year includes the implementation of 95 major projects, with 56 ongoing and 39 new starts, such as the Shougang Ski Jump and the renovation of the Shougang Park service trade fair venue [1] - The "Two Parks and One River" initiative aims to drive the transformation and development of the Beijing Western region, emphasizing the integration of ecological and regional characteristics [1] - The region will promote the integration of industries and accelerate the development of the Zhongguancun Virtual Reality Industrial Park and the CCTV "5G+8K" ultra-high-definition demonstration park, establishing the "Beijing Western Smart Valley" brand [1] Group 2 - The Beijing Western region will enhance its cultural and tourism offerings by planning boutique tourism routes and constructing the Beijing Western Art Center, while also promoting integrated operations of cultural sites [3] - A total of 50 major events are planned for the Beijing Western region this year, primarily centered around the Shougang Park, including the 2025 Service Trade Fair and the 9th International Rose Conference [3] Group 3 - The region will improve transportation infrastructure by optimizing urban road layouts and accelerating the construction of the subway Line 1 branch, enhancing public transport access to Shougang Park [5] - The city will focus on building a resilient urban environment, restoring the ecological environment of the Yongding River, and promoting the creation of garden cities and friendly parks [5]