证券代码：000498 证券简称：山东路桥 公告编号：2025-73 山东高速路桥集团股份有限公司 关于沣东创智荟项目 EPC 总承包工程出资的关联交易公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、关联交易概述 （一）2024 年，经招标人西安沣东产业园发展有限公司公开招标，山东 高速路桥集团股份有限公司（以下简称"公司"或"本公司"）子公司山东 省公路桥梁建设集团有限公司（以下简称"公路桥梁集团"）被确定为沣东 创智荟项目 EPC 总承包工程（以下简称"沣东项目""本项目"）中标单位。 根据沣东项目补遗书要求，项目中标单位或其指定主体需认购招标人指 定合伙企业份额，出资期限两年，年化收益率为 6%。近日，招标人出具《关 于沣东创智荟项目 EPC 总承包工程出资的通知》，通知中标人公路桥梁集团 根据本项目补遗书要求履行出资义务，具体方式为受让济南弘睿投资合伙企 业（有限合伙，以下简称"济南弘睿"）持有的济南弘华投资合伙企业（有 限合伙，以下简称"济南弘华"）13,000 万元有限合伙人份额。 （二）为积极响应本项目招标要求，公路桥梁集团拟通过下属济 ...

Core Viewpoint - China Wuyi (000797.SZ) reported new international engineering contracts in Q2 2025, totaling 268.18 million yuan [1] Group 1: New Orders - In Q2 2025, the company secured 2 new international engineering contracts with a total value of 26.818 million yuan [1] - As of June 30, 2025, the cumulative number of signed but uncompleted international engineering contracts stands at 61, with a total value of 1,785.69 million yuan [1] - The amount of signed but uncompleted contracts is 957.127 million yuan [1] Group 2: Pending Orders - There are 3 contracts that have been bid but not yet signed, with a total contract value of 40.576 million yuan [1] Group 3: Ongoing Projects - The company has 8 major projects currently under construction during the reporting period [1]

证券代码：601186 证券简称：中国铁建 公告编号：临 2025—036 中国铁建股份有限公司 2025 年第二季度主要经营数据公告 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。 2.按地区分布统计 | 地区分布 | 新签合同额（亿元人民币） | 同比增减 | | --- | --- | --- | | 境内 | 9420.752 | -8.37% | | 境外 | 1140.944 | 57.43% | | 合计 | 10561.696 | -4.04% | 房地产开发项目本期主要经营情况如下： 现将本公司 2025 年第二季度主要经营情况公布如下，供各位投 资者参阅。 一、 主要经营情况 1.按产业类型统计 | 产业类型 | 2025 | 年 4-6 月 | | 本年累计 | | | --- | --- | --- | --- | --- | --- | | | 新签项目数 | 新签合同额 | 新签项目数 | 新签合同额（亿 | 同比增减 | | | 量(个) | （亿元人民币） | 量（个） | 元人民币） | | ...

Group 1 - The market is currently in a bullish atmosphere, with the Shanghai Composite Index continuously reaching new highs for the year, supported by a favorable market environment for upward movement [1] - Recent market hotspots have shifted from high-dividend sectors like insurance and banking to semiconductor chips, driven by positive sentiment from the Chain Expo in Beijing, and now to the hydropower sector, which has stimulated the cyclical infrastructure sector [1] - Technical patterns indicate a steady upward trend, with K-line formations showing oscillation upwards and trading volume increasing moderately, with financing balances surpassing 1.9 trillion yuan, reflecting a strong bullish phase [1] Group 2 - There was a slight pullback in the market on Wednesday afternoon, with the Shanghai Composite Index slightly rising while the Shenzhen Component Index fell, indicating that short-term speculative stocks have surged too quickly [1] - Some leading construction engineering stocks experienced a decline, suggesting a return to rationality in the market, which may lead to a period of consolidation [1] - The outlook for the market remains strong, with expectations of short-term fluctuations and continued consolidation, while monitoring intraday hotspots and changes in trading volume for potential further upward movement [1]

Core Points - The Dubai LIV LUX residential project, constructed by China Railway 18th Bureau Group, has successfully topped out, reaching a height of 194.75 meters, setting a new skyline for waterfront residential buildings in Dubai [1][2] - The project covers an area of 3,382 square meters with a total construction area of 58,280.55 square meters, showcasing efficient construction with a pace of "one layer every four days" [1] - The project features a 3.5-meter thick transfer slab, the heaviest in Dubai's municipal system, weighing 10,155 tons, supported by an innovative RL-60 cross-bracing scaffold system [1] Company and Industry Insights - The completion of the LIV LUX project demonstrates the strength of Chinese enterprises in international engineering competition and serves as a practical example of the Belt and Road Initiative's capacity cooperation [2] - The project aims to showcase the quality and responsibility of "Chinese construction" to the world through high-quality projects [2]

| A H | | | | | | | --- | --- | --- | --- | --- | --- | | | 股代码：601390 股代码：00390 | | | | | | | | A H | | | | | | | | 股简称：中国中铁 股简称：中国中铁 | | | | | | | | 公告编号：临 | 2025-045 | 中国中铁股份有限公司 2025 年第二季度主要经营数据公告 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。 一、主要经营情况 1.按业务类型统计 | 业务类型 | 2025 年 | 4-6 月 | 本年累计 | | 同比 | | --- | --- | --- | --- | --- | --- | | | 新签项目 数量（个） | 新签 合同额 | 新签项目 数量（个） | 新签 合同额 | 增减 | | 设计咨询 | / | 64.4 | / | 126.6 | -12.2% | | 工程建造 | 1884 | 3178.1 | 3078 | 7392.4 | -5.3% | | 装备 ...

Core Viewpoint - The economic performance of state-owned enterprises in Jinan has remained stable in the first half of 2023, providing strong support for the city's overall development [1] Group 1: Economic Performance - Jinan's state-owned enterprises maintained a generally stable economic operation in the first half of the year [1] Group 2: Strategic Focus for the Second Half - State-owned enterprises are required to focus on key areas and implement multiple measures to achieve breakthroughs [3] - Specific strategies include targeted policies for each enterprise, enhancing cost reduction and efficiency, and promoting both traditional and emerging industries [3] - The transformation of enterprises is emphasized, with specific roles outlined for different types of companies, such as public service, urban operation, industrial investment, capital operation, and technology innovation [3] Group 3: Risk Management - There is a strong emphasis on risk prevention and management, particularly in controlling debt risks and enhancing safety production measures [3] - The need for a dual mechanism for risk control and hidden danger investigation is highlighted to prevent major accidents [3] Group 4: Accountability and Performance Management - The meeting stressed the importance of accountability, with enterprise leaders expected to take on the role of "first responsible person" and actively manage key issues [4] - There is a call for enhanced pressure transmission and responsibility awareness, along with strict performance assessments and accountability for poor implementation [4]

Group 1 - The project constructed by China General Nuclear Power Corporation's Beigu Technology Co., Ltd. has passed customs acceptance on July 15 [1] - The project is located at the Qing Shui He Kou Port and includes designated regulatory areas for imported fruits, grains, frozen aquatic products, and edible aquatic animals [1] - This achievement injects new momentum into the construction of the "Belt and Road" southern international land-sea corridor, marking significant progress in cross-border trade infrastructure development at the port [1]

证券代码：601611 证券简称：中国核建 公告编号：2025-044 中国核工业建设股份有限公司 截至 2025 年 6 月，公司累计实现新签合同 871.49 亿元，累计实现营业收入 531.84 亿元。 以上数据未经审计，由于客观情况变化等因素，与未来签约额及营业收入并 不完全一致，特别提醒投资者注意。 特此公告。 中国核工业建设股份有限公司董事会 2025 年 7 月 16 日 关于经营情况简报的公告 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。 现将公司 2025 年 6 月主要经营情况公布如下，供各位投资者参考： ...

Core Viewpoint - The article highlights the strong growth in new contracts for China National Materials International (中材国际) driven by robust overseas demand, with a focus on expanding its global market presence and enhancing shareholder returns through increased dividends [3][4]. Group 1: Contract Growth and Market Expansion - In the first half of 2025, China National Materials International signed new contracts worth 41.16 billion yuan, representing an 11% year-on-year increase, with overseas contracts accounting for 68% of the total [3]. - The overseas market has become a major source of orders for the company, with new overseas contracts growing by 19% year-on-year, while domestic contracts saw a decline of 2% [3]. - The demand for infrastructure in regions like the Middle East and Southeast Asia is increasing due to economic diversification and growth, providing opportunities for Chinese companies in the construction sector [3]. Group 2: Dividend Policy - The company has maintained a high dividend payout ratio over the past three years and plans to continue increasing this ratio, targeting a cash distribution of at least 40% of distributable profits, with annual increases of no less than 10% from 2024 to 2026 [4]. - As of July 11, 2025, the company's dividend yield is approximately 4.97%, which is competitive compared to the average yield of major state-owned banks at 3.88% [4]. Group 3: Business Structure and Operational Stability - China National Materials International is optimizing its business structure with steady progress in its three main segments: engineering, operation and maintenance, and equipment [5]. - The company is actively expanding its overseas market presence while maintaining a solid domestic engineering business, which enhances its overall operational stability and profitability [5]. - The diversified business structure and geographical expansion improve the company's resilience against risks [5].