证券代码：000928 证券简称：中钢国际 中钢国际工程技术股份有限公司投资者关系活动记录表 编号：2025-10 投资者关系活动 类别 □ 特定对象调研 ☑ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他（） 参与单位名称及 人员姓名 长江证券、博时基金、华泰资产、仁桥资产、中金资管、中信建投基 金、上海海楚资产、阳光天弘资产 时间 2025 年 12 月 16 日 地点 公司会议室 上市公司接待 人员姓名 副总经理、财务总监、董事会秘书 袁陆生 董办主任 戚欣 投资者关系活动 主要内容介绍 公司近期经营情况，主要交流内容附后。 交流内容未涉及公司内幕信息。 附件清单 投资者关系活动记录（2025 年 12 月 16 日） 中钢国际工程技术股份有限公司 1.公司全年业绩展望？ 今年以来，公司面对国内钢铁行业"减量调结构"的趋势，主动发挥核心专 业技术优势，抓住产业整合、产线升级、工艺低碳化的机遇，开展差异化竞争。 重点专注"两优"，即重点维护资信良好、经营状况好的"优质客户"；海外市 场外需韧性犹存，但风险突出，随着全球贸易保护主义持续加剧，海外项目落地 的时 ...

智通财经APP讯，上海建科(603153.SH)发布2025年限制性股票激励计划(草案)，拟向激励对象授予不超 过612.491万股限制性股票，约占计划公告时公司股本总额的1.494%，一次性授予，不设预留股份。授 予的激励对象为公司中层管理人员以及其他管理和核心技术骨干，共计219人，授予价格为每股11.5 元。 ...

本报讯 （记者袁传玺）天眼查App显示，近日，北京北矿工程技术有限公司成立，注册资本3亿元，经 营范围包括工程管理服务、工程和技术研究和试验发展、建筑智能化系统设计等。股东信息显示，该公 司由矿冶科技集团有限公司全资持股。 ...

每经AI快讯，中材国际（SH 600970，收盘价：9.34元）12月10日晚间发布公告称，公司第八届第二十 次董事会临时会议于2025年12月10日在公司会议室以现场结合通讯方式召开。会议审议了《关于公司 2025年度合规管理报告的议案》等文件。 2025年1至6月份，中材国际的营业收入构成为：工程技术服务占比58.02%，生产运营管理占比 28.77%，装备制造占比10.65%，其他占比5.69%，其他业务占比0.76%。 每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 （记者 王瀚黎） 截至发稿，中材国际市值为245亿元。 ...

Group 1 - The core business of the company focuses on engineering technical services across six major sectors: electronic high-tech and advanced manufacturing, biomedicine and healthcare, municipal and road bridges, logistics and civil construction, electric power, and comprehensive services [1] - The projected comprehensive gross profit margin for engineering technical services (including design and consulting, and general contracting) in 2024 is 6.56% [1] - The company currently has no plans for new factory construction [1]

Financial Data and Key Metrics Changes - Revenue increased to $14,400,000,000, representing pro forma growth of 4% year over year [13] - Adjusted EBITDA reached $1,100,000,000, an increase of 5% year over year [13] - Adjusted diluted earnings per share (EPS) of $2.22 was up 11% [13] - Free cash flow totaled $516,000,000, supporting debt reduction objectives and bringing net leverage to 3.2 times [13][34] Business Line Data and Key Metrics Changes - Digital Solutions generated revenues of $1,500,000,000 for the quarter and $5,500,000,000 for the year, representing 117% growth [31] - Global Engineering Solutions generated revenues of $2,400,000,000 for the quarter and $8,900,000,000 for the year, representing 92% growth [32] Market Data and Key Metrics Changes - The company submitted $35,000,000,000 in bids, achieving a full year book to bill ratio of 1.2 times and a quarterly book to bill ratio of 1.6 times [14] - Backlog grew 5%, reaching over $47,000,000,000, with $20,000,000,000 in proposals awaiting awards [14] Company Strategy and Development Direction - The company aims to integrate and deliver end-to-end advanced engineering and technology solutions across key markets, including defense, nuclear energy, intelligence, and space [8] - Focus on core growth areas such as RDT&E, intelligence operations, and environmental remediation, while also targeting accelerating growth markets like Space Systems and Technologies and global nuclear energy [20][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to adapt to changing government priorities and maintain operational resilience [18] - The outlook for fiscal year 2026 includes expected revenues in the range of $13,950,000,000 to $14,300,000, reflecting 3% growth at the midpoint [35] - Adjusted EBITDA is expected to be in the range of $1,100,000,000 to $1,140,000, reflecting underlying growth of 5% [36] Other Important Information - The company has exited all transition service agreements and completed key integration milestones on time and within budget, aiming for at least $60,000,000 in net run rate synergies by the end of fiscal year 2026 [12] - The company ended the year with $437,000,000 in cash and an undrawn $850,000,000 revolver, with no near-term maturities [34] Q&A Session Summary Question: Can you discuss the level of timing or one-time margin and cash flow dynamics in the quarter? - Management noted that additional working days generated around $20,000,000 in cash, which should be normalized in FY 2026 [42] Question: Can you talk through the multiyear margin progression in terms of synergy targets? - The long-term goal is to achieve 8.5% to 9% margins by FY 2028, with expected margin expansion of 20 basis points in FY 2026 [46] Question: How do you think about the timing, magnitude, and multiple of any potential divestitures? - Management expressed excitement about the current portfolio and capabilities, indicating that any potential divestitures would be evaluated based on growth opportunities [56] Question: Can you remind us how you play throughout the entire nuclear life cycle? - The company plays a critical role across the entire nuclear energy life cycle, representing about 17% of its business today [88] Question: How much of the business is commercially oriented defense? - The company is heavily engaged with both government and commercial sectors, with significant opportunities in both areas [66] Question: When do you think you may be able to go on offense with capital deployment? - Management indicated that they are on track to achieve net leverage of less than three times by the end of FY 2026, which would allow for potential capital deployment strategies [75]

Group 1 - The company reported that its net operating cash flow details can be found in the Q3 2025 report [2] - The company operates in the engineering technical services industry, which has long project implementation cycles [2] - The slowdown in government and social investment, along with cyclical adjustments in the industry, has led to difficulties in timely settlement of accounts receivable [2] Group 2 - The company plans to strengthen its efforts in collecting accounts receivable to manage associated risks [2] - The current market environment is characterized by tight funding and efforts to resolve local government debt [2]

11月24日，中钢国际涨5.1%，截至发稿，报6.59元/股，成交3.32亿元，换手率3.55%，总市值94.54亿 元。 从中钢国际十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，华夏基金旗下1只基金位居中钢国际十大流通股东。华夏中证1000ETF（159845）三季度新 进十大流通股东，持有股数467.72万股，占流通股的比例为0.33%。根据测算，今日浮盈赚取约149.67 万元。 责任编辑：小浪快报 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模454.69亿。今年以来收益20%，同类排 名2071/4209；近一年收益14.26%，同类排名2451/3982；成立以来收益20.74%。 华夏中证1000ETF（159845）基金经理为赵宗庭。 资料显示，中钢国际工程技术股份有限公司位于北京市海淀区海淀大街8号中钢国际广场26层,吉林省吉 林市昌邑区江湾路2号世贸万锦10层，成立日期1999年4月15日，上 ...

Core Viewpoint - Huablu Group is undergoing a potential change in control, which may lead to a shift in its actual controllers, prompting a temporary suspension of its stock trading for up to two trading days [1][4]. Company Overview - Huablu Group aims to become a leading integrated service provider in China's urban and rural construction sector, offering a comprehensive range of services from land analysis to project management and engineering consulting [4]. - The company has consistently ranked among the top tier of private design firms in China and operates as a comprehensive engineering technology service enterprise [4]. Financial Performance - For the first three quarters of 2025, Huablu Group reported a revenue of 383 million yuan, representing a year-on-year increase of 24.64%, and a net profit of 9.92 million yuan, up 142.28% [4]. - In Q3 2025, the company achieved a revenue of 177 million yuan, a 56.17% increase year-on-year, with a net profit attributable to shareholders of 27.86 million yuan, reflecting a staggering growth of 1,091.01% [5]. Business Development - The company is focusing on traditional business areas such as industrial parks, urban renewal, and new construction projects, which are expected to become its competitive advantages [5]. - In the new business segment, Huablu Group has completed its distributed photovoltaic power generation projects and is expanding its engineering contracting business, signing new EPC contracts worth 15.85 million yuan [6]. - The company has established a nationwide business layout in various provinces and has developed a complete business chain from project evaluation to operation maintenance [6].

Core Viewpoint - Hualan Group (301027) announced a suspension of trading due to potential changes in control and actual controllers, expected to last no more than two trading days [2]. Group 1: Company Announcement - Hualan Group's actual controllers, including Lei Xiang and others, are planning matters related to a change in company control, which may lead to a change in the actual controller [2]. - The company's stock will be suspended from trading starting November 14 [2]. Group 2: Company Profile - Hualan Group is a comprehensive engineering technology service enterprise focused on engineering design and land spatial planning, extending to project management and consulting services [5]. - The company aims to become a leading integrated service provider in China's urban and rural construction sector, offering a range of services from land analysis to project management [5]. Group 3: Financial Performance - In the first three quarters of the year, Hualan Group achieved operating revenue of 383 million yuan, a year-on-year increase of 24.64% [6][7]. - The net profit attributable to shareholders reached 9.92 million yuan, reflecting a significant year-on-year growth of 142.28% [6][7]. - Basic and diluted earnings per share were both 0.19 yuan, marking an increase of 143.75% compared to the previous year [7]. - The net cash flow from operating activities was 52.33 million yuan, up 189.79% year-on-year [7].