6月17日晚间，中工国际（002051）发布公告称，公司与哈萨克斯坦苏打有限责任公司(简称"哈萨克苏 打公司")在第二届中国—中亚峰会上签署了哈萨克斯坦江布尔州年产50万吨纯碱厂项目二期(一标段和 二标段)商务合同，合同总金额为3.37亿美元，折合人民币约24.21亿元。 该项目位于哈萨克斯坦江布尔州扎纳塔斯，项目内容为建设一座年产50万吨的纯碱生产工厂，包括纯碱 工艺生产区、盐卤采卤区、石灰石采矿区和生活住宅区等配套设施，工作范围包括设计、采购、施工和 调试服务。合同工期不超过1262天。 公司上一会计年度与哈萨克苏打公司发生类似业务金额为人民币5.46亿元，主要为执行哈萨克斯坦江布 尔州年产50万吨纯碱厂项目(一期)确认的收入。2024年1月，公司收到该项目一期预付款，正式开工建 设。 对于二期项目，双方约定，业主应提供承包商进入项目现场施工的必备条件，并按照工程进度及时向承 包商付款。承包商应按合同约定，承担项目工程的设计、设备供货、现场施工和安装、设备调试等工 作，工程竣工后应能满足合同规定的预期目的。 2025年第一季度，公司国际工程承包业务新签合同额6.99亿美元，同比增长30.65%，国际工程承 ...

中国中冶（601618）公告，公司2025年1-5月新签合同额人民币3960.1亿元，较上年同期降低22.2%。其 中，新签海外合同额人民币283亿元，较上年同期增长9.8%。5月份，公司部分新签单笔合同额在人民 币10亿元以上的重大工程承包合同包括中应建新能源科技(河北)有限公司光电新能源智慧5G路灯项目2 标段(22.7亿元)、新建上海至南京至合肥高速铁路上海宝山站站房及相关工程(20.7亿元)等。 ...

6月2日，北方国际发布公告，公司收到国务院国有资产监督管理委员会关于非公开发行A股股份的批 复，原则上同意公司向特定对象发行不超过1.05亿股A股股份，募集资金不超过9.6亿元，扣除发行费用 后，拟用于波黑科曼耶山125MWp光伏项目、补充流动资金。 近年来，北方国际围绕核心业务积极推进产业转型升级，向投建营一体化和全产业链一体化方向转变， 并取得了一定成效，其经营业绩整体上不断增长。同时，公司的资产负债率不断下降，2025年一季度， 降至57.23%。 超七成募资额用于扩产 据北方国际公布的2024年度向特定对象发行A股股票预案，本次向特定对象发行股票数量不超过1.05亿 股（含本数），拟募集资金总额不超过9.6亿元（含本数），扣除发行费用后，拟用于波黑科曼耶山 125MWp光伏项目、补充流动资金。 其中，波黑科曼耶山125MWp光伏项目总投资金额约7.55亿元，拟投入募集资金约7.24亿元，占募集资 金总额的75.45%。该项目建设期为12个月。 北方国际表示，本次定增募投项目采用BOO（Build—Own—Operate，建设—拥有—运营）方式，契合 公司发展方向，项目实施是公司完善全球化布局、夯实核心 ...

摊薄即期回报与采取填补措施及相关主体承诺（修订稿）的公告 股票简称：北方国际 股票代码：000065 公告编号：2025-062 北方国际合作股份有限公司 （一）假设条件 关于 2024 年度向特定对象发行 A 股股票 摊薄即期回报与采取填补措施及相关主体承诺（修订稿）的公告 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。 特别提示： 以下关于北方国际合作股份有限公司（以下简称"公司""本公司"或"北 方国际"）本次向特定对象发行 A 股股票（以下简称"本次向特定对象发行股 票""本次向特定对象发行"或"本次发行"）后其主要财务指标的分析、描述 均不构成公司的盈利预测，投资者不应仅依据该等分析、描述进行投资决策，如 投资者据此进行投资决策而造成任何损失的，公司不承担任何责任。 公司向特定对象发行A股股票的相关议案已经公司九届四次董事会、九届十 次董事会、九届三次监事会、九届六次监事会审议通过，尚需获得有权国资监管 单位批准及股东大会审议通过，由深圳证券交易所（以下简称"深交所"）审核 通过并经中国证券监督管理委员会（以下简称"中国证监会"）作出予以注册决 定后 ...

Core Insights - The core viewpoint of the news is the successful implementation of the Guyana Hospital Group project by China State Construction Engineering Corporation (CSCEC), which aims to significantly enhance local healthcare standards and infrastructure in Guyana, marking a strategic entry into the South American market [2][3][6]. Project Overview - The Guyana Hospital Group project includes the construction of six hospitals with a total contract value of €170 million, signed in 2022, representing CSCEC's first project in Guyana [3]. - The project is designed to elevate local medical standards to levels comparable to major cities in China, addressing the long-standing deficiencies in healthcare infrastructure in Guyana [2][3]. Challenges and Solutions - The project faced significant logistical challenges due to the distance from China (over 10,000 kilometers) and the lengthy shipping times (45 to 60 days), compounded by unpredictable weather and other factors [4]. - CSCEC implemented multiple feasible transportation plans and coordinated domestic production to ensure timely delivery of materials and equipment [5][7]. Innovative Approaches - The project utilized innovative strategies such as the "Task Force" approach, which allowed for rapid resource mobilization and decision-making, breaking down traditional departmental barriers [6][7]. - CSCEC's organizational reform in 2021 provided greater autonomy to its divisions, facilitating quicker responses to project demands and enhancing operational efficiency [3][6]. Economic Impact - The project is expected to boost the export of Chinese medical equipment and construction materials, contributing to the local economy [8]. - It positions CSCEC as a key player in the healthcare infrastructure sector in Guyana and the broader Caribbean region, aligning with China's Belt and Road Initiative [8][9]. Future Prospects - Following the completion of the hospital group, CSCEC plans to assist the Guyanese government in future healthcare system planning and development, aiming to establish Guyana as a medical service hub in the Caribbean [9]. - The company has already signed a contract for the West Demerara Hospital project, indicating a trend towards more specialized overseas projects in the healthcare sector [9].

Group 1: Business Overview - The company has a broad geographical distribution of engineering projects, focusing on key markets in Kazakhstan, Congo (DRC), India, Indonesia, Vietnam, and surrounding countries [2] - In 2024, the company's engineering contracting business revenue reached 43.01 billion yuan, a year-on-year increase of 7.39% [2] - The total new contract amount signed in 2024 was 164.88 billion yuan, including significant projects worth over 1.4 billion USD in Kazakhstan and 429 million USD in Indonesia [2] Group 2: Strategic Focus - The company adheres to a "resource + engineering" dual-drive strategy, actively expanding its overseas engineering market and participating in the "Belt and Road" initiative [2] - The resource segment focuses on increasing reserves and production, with a core emphasis on zinc, while also exploring gold, silver, and tin [2] - The Darui lead-zinc mine is expected to significantly enhance the company's capacity upon completion, serving as a strategic support for future growth [2] Group 3: Market Dynamics - The company has evolved from a single foreign engineering contractor to a comprehensive international enterprise covering the entire industry chain of non-ferrous metals [3] - The cyclical nature of the non-ferrous metal industry is mitigated by the company's dual business advantages and full industry chain layout, enhancing its risk resistance [3] Group 4: Value Management - The company emphasizes value creation and technological innovation in its market value management efforts, integrating these principles into strategic planning [3] - In 2025, the group company increased its shareholding in the company by approximately 2% based on confidence in future development [3] - The company has established a profit distribution plan for 2024, which has been approved by the annual shareholders' meeting [3] Group 5: Corporate Positioning - The company aims to build an overseas EPC engineering contracting platform, enhancing internal integration and business collaboration within the group [3] - As a professional listed platform for lead and zinc resources, the company is positioned to seize development opportunities in other metal resources [3]

内容概要：随着我国城镇化进程不断推进，大量人口涌入城市，对城市的交通、供水、排水、污水处理 等市政基础设施提出了更高的要求，城市基础设施建设和改造需求不断释放，推动我国市政工程承包行 业快速发展，但近两年，随着市政投资增速放缓，我国市政工程承包订单明显减少，收入下滑明显，据 统计，2024年中国市政工程总承包收入降至7653.5亿元，同比减少6.06%，其中，城市轨道交通工程总 承包约占36.1%，城市路桥工程总承包约占14.7%，市政园林工程总承包约占11.4%，城市道路绿化工程 总承包约占10.2%，城市照明工程总承包约占7.5%，城市地面交通工程总承包约占5.0%，城市停车场建 设工程总承包约占4.2%。 上市企业：中国建筑（601668）、中国中冶（601618）、中国铁建（601186）、中国电建（601669）、 腾达建设（600512）、中国能建（601868）、广东建工（002060） 相关企业：中建铁路投资建设集团有限公司、中国二十二冶集团有限公司、中铁十二局集团有限公司、 中铁一局集团有限公司、中建三局集团有限公司、中国水利水电第三工程局有限公司、中国建筑第七工 程局有限公司、中国市政工程 ...

中国有色金属建设股份有限公司 投资者关系活动记录表 证券代码：000758 证券简称：中色股份 编号：2025-004 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 中信证券陈剑凡、田中石 | | | 刘厚胜 清和泉资本 | | | 上市公司接待人员： | | | 董事会秘书 朱国祥 | | | 证券事务代表 赵 旸 | | 时间 | 年 月 日 2025 5 21 | | 地点 | 中色股份 16 层会议室 | | 形式 | 线下交流 | | | 1. 公司达瑞铅锌矿项目进展如何？ | | | 达瑞铅锌矿位于印度尼西亚苏门答腊岛西北部，全区保有的 | | | 资源/储量总计为：矿石量 2,070.09 万吨，锌金属量 225.62 万吨， | | | 铅金属量 132.03 万吨，锌平均品位 10.90%，铅平均品位 6.38%， | | | 设计采选处理能力 万吨/年。在世界上待开发的铅锌资源项 ...

Core Viewpoint - Company emphasizes long-term value management strategies and aims to enhance market value while maintaining investor rights through various initiatives and cash dividends [2][3]. Group 1: Market Value Management - Company has established a value management system as a long-term strategic behavior, focusing on enhancing investment value while improving operational management [2]. - In 2024, the company plans to distribute cash dividends of 154.68 million yuan, accounting for 42.8% of the annual net profit attributable to shareholders [2]. Group 2: Overseas Engineering Contracting - Company focuses on high-quality construction along the "Belt and Road" initiative, targeting stable political and high-demand markets, with significant projects in Nicaragua and Guyana [3][5]. - In 2024, the company signed new contracts totaling $3.39 billion, a year-on-year increase of 7.4%, with international engineering contracts reaching $2.41 billion, up 4.42% [5]. Group 3: Strategic Emerging Industries - Company is actively developing strategic emerging businesses in high-end equipment manufacturing, data centers, and clean energy, with a focus on achieving new production capabilities [4]. - In 2024, the company’s revenue from strategic emerging industries reached 861 million yuan, accounting for 7.07% of total revenue [4]. Group 4: Financial Performance - In Q1 2025, the company reported revenue of 2.183 billion yuan, with a net profit of 131 million yuan, reflecting a year-on-year growth of 12.17% [6][26]. - The company’s cash flow situation improved significantly, with a net cash flow from operating activities showing a 94.78% increase compared to the previous year [21]. Group 5: ESG Initiatives - Company has implemented a dedicated ESG management system and enhanced information disclosure, receiving high ratings from various institutions for its sustainability efforts [12][13]. Group 6: Future Growth Prospects - Company anticipates growth in international engineering contracts and the development of advanced engineering technologies, with a focus on environmental protection and clean energy projects [25].

编号：2025-003 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 岗 华创证券 马金龙、刘 | | | 银河证券阎予露 | | | 中信证券云小虎 | | | 涛 深圳市前海国金资产管理有限公司王 | | | 国泽基金刘继勇 | | | 华新金控资产管理有限公司陈泓西 | | | 中财融商资本管理有限公司王文华 | | | 中乾景隆股权投资基金管理有限公司蒙钟书 | | | 金泰资本 张丽红 | | | 上市公司接待人员： | | | 董事会秘书 朱国祥 | | | 证券事务代表 赵旸 | | 时间 | 2025 年 5 月 19 日 | | 地点 | 中色股份 层会议室 16 | | 形式 | 线下交流 | | | 参观公司展厅，介绍公司基本情况。 1. | | | 中色股份成立于 1983 年，于 1997 年在深交所上市。经过四 | | | 十余年的持续探索，公司从单一的对外工程承包企业逐 ...