Project Progress and Risks - The company is currently involved in several major projects, including the Alexandria Abu Qir Metro Vehicle Project in Egypt and the EPC project for a coal-fired power plant in Bangladesh. The progress and potential risks of these projects were discussed during the investor meeting [1]. - The company provided updates on ongoing projects in the 2025 semi-annual report, specifically in the section on management discussion and analysis [1]. Stock Issuance and Market Performance - The company submitted its application for a targeted stock issuance to the Shenzhen Stock Exchange on July 3, 2025, which was accepted. However, the approval process remains uncertain and requires both the exchange's review and the China Securities Regulatory Commission's consent [2]. - The stock price has been affected by macroeconomic factors and market sentiment, with a noted decline over seven consecutive trading days despite a robust A-share market [2]. Financial Performance - The company reported a year-on-year decline in performance for the first half of 2025, primarily due to fluctuations in coking coal prices, which exerted short-term pressure on profits [4]. - The internal rate of return for the Bosnia photovoltaic project is 9.68%, with a capital return rate of 17.74% and a payback period of 8.85 years [4]. Market Development and Strategic Focus - The company is focusing on resource-rich markets in the Asia-Pacific, Central and Eastern Europe, and the Middle East, including countries like Indonesia, Croatia, and Egypt [5]. - The "Belt and Road" initiative is seen as a significant driver for the international engineering sector, emphasizing the need for green and intelligent project management [7]. Future Outlook - The company aims to enhance operational quality and profitability while adhering to compliance and transparency in information disclosure [4]. - The management is preparing to respond to potential opportunities arising from post-conflict reconstruction efforts, particularly in the context of the Russia-Ukraine conflict [3].

Core Viewpoint - Company focuses on its main responsibilities and enhances overseas market development capabilities, signing significant contracts to boost revenue and maintain growth in international engineering projects [1][2][4]. Group 1: Recent Contracts and Revenue Impact - On August 24, the company signed a business contract with the Nicaragua Ministry of Transportation and Infrastructure for the Punta Huete International Airport access road project, valued at $71.96 million (approximately 513 million RMB), contributing 4.20% to the company's 2024 revenue [1][2]. - In the first half of 2025, the company secured 10 important contracts in international engineering, totaling $1.126 billion, with a year-on-year increase of 36.66% in effective contract value [1][7]. - As of June 30, 2025, the company had a backlog of contracts amounting to $9.545 billion (approximately 684 billion RMB) [1][7]. Group 2: Financial Performance - In 2023, the company reported revenue of 12.365 billion RMB, a year-on-year increase of 27.25%, and a net profit of 361 million RMB, up 7.77% [6]. - For 2024, the company achieved revenue of 12.208 billion RMB, a slight decline of 1.27%, while net profit remained stable at 361 million RMB, with a marginal increase of 0.22% [7]. - In the first half of 2025, the company recorded revenue of 4.788 billion RMB, a decrease of 12.95%, and a net profit of 177 million RMB, down 34.86% [7]. Group 3: Strategic Focus and Shareholder Returns - The company aims to strengthen its core business and enhance overseas market development, focusing on sectors such as healthcare, logistics, and energy engineering [8]. - The company has established a shareholder return plan for 2024-2026, committing to a cash dividend of no less than 40% of the annual distributable profits, with a total dividend of 155 million RMB distributed for the 2024 fiscal year [8].

Core Viewpoint - The stock price of Zhonggong International reached 9.03 yuan as of August 22, 2025, reflecting a slight increase of 0.05 yuan or 0.56% from the previous trading day [1] Company Overview - Zhonggong International's main business includes international engineering contracting, domestic and foreign trade, and investment, with sectors covering engineering construction and the Beijing area [1] - The company has established a significant presence in the overseas engineering market, with operations spanning multiple countries and regions [1] Market Activity - On August 22, the opening price was 8.98 yuan, with a high of 9.03 yuan and a low of 8.92 yuan, resulting in a trading volume of 161,900 hands and a transaction amount of 146 million yuan [1] - On the same day, there was a net outflow of 15.68 million yuan from major funds, accounting for 0.14% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow of major funds reached 141 million yuan, representing 1.27% of the circulating market value [1]

Group 1 - The company reported a revenue of 6.735 billion yuan for the first half of the year, representing a year-on-year decrease of 35.34% [1] - The net profit attributable to shareholders of the listed company was 309 million yuan, down 42.71% year-on-year [1] - The basic earnings per share stood at 0.29 yuan [1]

Group 1: Economic Performance of State-Owned Enterprises - In the first half of the year, state-owned enterprises under provincial and municipal supervision achieved a total operating revenue of 632.9 billion yuan, with provincial enterprises contributing 219.3 billion yuan and a profit total of 28.32 billion yuan, indicating positive growth in both revenue and profit [1] - The provincial energy investment entity, facing challenges from declining power generation and grid prices, reported a profit total exceeding 4 billion yuan, maintaining year-on-year growth [2] - Jiangsu's traffic infrastructure investment reached 23.368 billion yuan in the first half of the year, with several major projects completed and operational [3] Group 2: Strategic Developments and Innovations - The provincial planning and design group focused on emerging sectors, capturing nearly 400 business opportunities and achieving a year-on-year growth of 5.6% in western region business [4] - The high investment group successfully launched multiple funds, with the second batch of 22 funds totaling 40.8 billion yuan and a third batch of 5 funds starting at 15.5 billion yuan, significantly expanding its investment scope [5] - The Jiangsu International Group is transitioning towards green manufacturing, with a 36.7% increase in new international engineering contracts and a 23% rise in total import and export volume [6] Group 3: Industry-Specific Developments - The provincial salt industry group is optimizing its salt and alkali circular economy, achieving an operating revenue of 2.493 billion yuan and a profit total of 424 million yuan, with production of salt chemical products reaching 4.8588 million tons [7] - The agricultural group reported a 10% increase in summer grain purchases and a 49.2% revenue growth from reserve replenishment activities, indicating strong performance in the agricultural sector [7]

Meeting Details - The eighth board meeting of Zhonggong International Engineering Co., Ltd. was held on August 8, 2025, via telecommunication, with 100% attendance from the eight directors [2]. Resolutions Passed - The board unanimously approved the establishment of a project management office for the Uzbekistan waste-to-energy project, with 8 votes in favor and no votes against or abstentions. This office will manage the project before it becomes commercially operational and ensure the smooth completion of the project [2].

Meeting Details - The 10th meeting of the 8th Board of Directors of the company was held on August 4, 2025, with all eight directors present, representing 100% attendance, in compliance with the Company Law of the People's Republic of China and the company's articles of association [1] Resolutions Passed - The board approved the establishment of a project management office for the Uzbekistan waste-to-energy project to enhance project management and ensure high-quality implementation of overseas investments. The office will take on the role of the owner before the project reaches commercial operation, facilitating smooth project construction [1]

Group 1 - The stock of China Nonferrous Metal Industry Co., Ltd. (中色股份) closed at 5.9 yuan on July 31, 2025, down 3.59% with a trading volume of 974,100 hands and a transaction amount of 580 million yuan [1] - The net outflow of main funds was 123 million yuan, accounting for 21.17% of the total transaction amount, while retail investors saw a net inflow of 131 million yuan, representing 22.55% of the total transaction amount [1] - The company's financing data showed a net repayment of 25.99 million yuan on the same day, with a total financing balance of 737 million yuan [1][2] Group 2 - The company's main business includes nonferrous metal mining and smelting, as well as international engineering contracting, making it one of the earliest companies engaged in international engineering contracting in China [4] - In Q1 2025, the company reported a main revenue of 2.457 billion yuan, a year-on-year increase of 3.65%, while the net profit attributable to shareholders was 248 million yuan, a year-on-year decrease of 17.51% [4] - The company's total market value is 11.751 billion yuan, with a net asset of 9.388 billion yuan and a net profit of 248 million yuan, ranking 34th, 19th, and 21st respectively in the nonferrous metal industry [4]

7月29日，沪深两融数据显示，北方国际获融资买入额0.22亿元，居两市第1354位，当日融资偿还额0.25 亿元，净卖出299.63万元。 最近三个交易日，25日-29日，北方国际分别获融资买入0.39亿元、0.27亿元、0.22亿元。 融券方面，当日融券卖出0.24万股，净卖出0.01万股。 来源：金融界 ...

北方国际合作股份有限公司 2025 年第二季度工程业务经营情况公告 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。 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管 指引第 3 号——行业信息披露》等相关规定，北方国际合作股份有限公司（以下 简称"公司"）将 2025 年第二季度经营情况披露如下： | 项 目 | 数量 | 金额(万美元) | | --- | --- | --- | | 2025年第二季度新签项目合同 | 5 | 38,651.15 | | 截至2025年6月30日累计已签约未完工项目合同 | 78 | 1,367,727.20 | | 其中： | | | | 已签约尚未生效项目合同 | 25 | 771,522.97 | | 已生效正在执行项目合同 | 53 | 596,204.22 | | 已中标尚未签约项目合同 | 0 | 0 | 一、公司合同总体情况 股票简称：北方国际 股票代码：000065 公告编号：2025-072 2025 年第二季度工程业务经营情况公告 二、重大项目情况 1、2025 年第二季度新签重要工程 ...