证券代码：002140 证券简称：东华科技 公告编号：2025-034 东华工程科技股份有限公司 2025 年第二季度经营情况简报 | 项目 | 第二季度 新签约订单 | | 第二季度 中标未签约订单 | | 截至报告期末累计 已签约未完工订单 | | 备注 | | --- | --- | --- | --- | --- | --- | --- | --- | | 类型 | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | | | | (个) | (万元) | (个) | (万元) | (个) | (万元) | | | 设计技术 性服务 | 46 | 17,782.45 | 0 | 0 | 761 | 即咨 174,569.17 询、设 | | | | | | | | | 计项目 | | | 工程 总承包 | 8 | 571,714.25 | 1 | 43,895.06 | 184 | 4,959,298.43 含 EPC+0 等 | | | 合计 | 54 | 589,496.70 | 1 | 43,895.06 | 945 | 5,133,867.60 | | 二、关于重大项目执行情况 1.刚果 ...

Core Viewpoint - The event organized by China Railway Eryuan Northern Company aimed to enhance employees' emergency response capabilities and promote safety awareness through practical training and fire drills [1][6]. Group 1: Training and Drills - The training included a detailed explanation of high-rise escape knowledge and practical exercises on using self-rescue breathing apparatus, allowing employees to master essential escape skills [4]. - A fire emergency drill simulated a high-rise fire scenario, where employees practiced evacuation procedures under realistic conditions, enhancing their emergency response and psychological resilience [4][5]. - The training concluded with a thematic education session on fire safety, utilizing interactive games to engage employees in identifying safety hazards in both workplace and home environments [5]. Group 2: Safety Awareness and Knowledge - The training incorporated over ten recent domestic fire accident cases, highlighting common safety hazards and their potential consequences, thereby deepening employees' understanding of safety risks [5]. - The instructor provided comprehensive knowledge on emergency response methods tailored to the company's work environment, covering electrical fire safety, fire extinguisher usage, and fire prevention in daily life [5]. - The event served as a comprehensive assessment of the company's emergency management system, revealing areas for improvement and guiding future safety management efforts [6]. Group 3: Future Directions - The company plans to use this event as a catalyst to continuously improve its safety management mechanisms and regularly conduct safety education and emergency drills [6]. - The goal is to enhance the overall safety awareness and emergency response capabilities of all employees, thereby establishing a robust safety framework for the company's high-quality development [6].

Core Viewpoint - The company, Huakong Saige, has announced the acquisition of 100% equity in Beijing Qingkong Zhongchuang Engineering Construction Co., Ltd. through the purchase of shares from its subsidiaries for a total price of 9.1833 million yuan [1] Group 1 - The company will acquire 82% of the shares from its wholly-owned subsidiary, Beijing Zhonghuan Century Engineering Design Co., Ltd., and 18% from its controlling subsidiary, Beijing Qingkong Renju Environmental Research Institute Co., Ltd. [1] - Following the acquisition, the company will inject an additional 80 million yuan into Qingkong Zhongchuang, increasing its registered capital to 100 million yuan [1] - The board of directors approved the transaction on June 13, 2025, and it does not constitute a related party transaction or a major asset restructuring [1]

Group 1 - The company has adjusted its board committee from the "Board Strategic Committee" to the "Board Strategic and Sustainable Development Committee" to enhance governance and align with strategic development needs [1][2] - The newly formed committee will consist of five directors, including the chairman, who will serve as the committee's head [1] - The responsibilities of the committee have been expanded to include sustainable development management, with a revised working guideline established [2]

Core Viewpoint - The stock price of Lijun Co., Ltd. experienced a significant rise followed by a notable decline, coinciding with a legal dispute regarding unpaid project funds with a major contractor [1][5]. Group 1: Stock Performance - From May 6 to May 19, Lijun Co., Ltd. saw its stock price increase significantly, achieving "9 days 8 boards" of gains [1]. - Since the peak on May 19, the company's stock price has dropped nearly 20% [1][5]. Group 2: Legal Dispute - Lijun Holdings (Singapore) Pte. Ltd., a wholly-owned subsidiary of Lijun Co., Ltd., has been sued by China Metallurgical North (Dalian) Engineering Technology Co., Ltd. for unpaid project funds amounting to 33.73 million yuan [2]. - The lawsuit stems from a procurement contract related to the SINO iron ore project, with a total contract value of 173 million yuan, of which Lijun Holdings has already paid 120 million yuan [2]. - The company claims the non-payment is due to quality issues with the delivered work, and it intends to actively communicate and defend its rights in the legal proceedings [2][4].

维持增持下调预 测2025-2026年 EPS0.77/0.82元（原0.92/1.09元）增7.1/6.2%，预测2027 年EPS 为0.86 元 增5.5%。给予2025 年18 倍PE，下调目标价至13.86 元。 本报告导读： 中国海诚2024 年归母净利增8.1%，经营现金流明显改善由负转正。2024 年新签订单增长 7.5%，境外新 签订单增 46.2%，加大境外业务的开拓。 投资要点： 风险提示：宏观政策超预期紧缩，基建投资低于预期等 2024 年归母净利增8.1%，经营现金流明显改善由负转正。(1)2024 年营收68.2 亿元增2.5%(Q1-Q4 同比 +2.3/-0.7/+4.6/+3.4%),2025 年Q1 营收10.5 亿元减15.3% 。归母净利3.4 亿元增8.1%(Q1-Q4 同比 +6.6/+12.5/+4.5/+8.0%),2025 年Q1 归母净利0.5 亿元减17.6%。扣非归母净利3.1 亿元增12.2%,2025 年Q1 扣非归母净利0.4 亿元减20.5%。 (2)2024年毛利率15.3%(+0.7pct),归母净利率4.9%(+0.25pct),加权ROE ...

证券代码：002140 证券简称：东华科技 公告编号：2025-030 东华工程科技股份有限公司 2025 年第一季度经营情况简报 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。 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》等规定，东华工程科技股份有 限公司（以下简称"本公司""东华科技"）现公告 2025 年第一季度主 要经营情况，具体如下： 一、 关于生产经营整体情况 | 项目 类型 | 第一季度 新签约订单 | | 第一季度 中标未签约订单 | | 截至报告期末累计 已签约未完工订单 | | 备注 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | | | | (个) | (万元) | (个) | (万元) | (个) | (万元) | | | 设计技术 性服务 | 26 | 2,325.69 | 0 | 0 | 737 | 即咨 165,443.75 询、设 | | | | | ...

Core Viewpoint - The company has reported significant growth in contract signing and operational performance in the first quarter, indicating a strong start to the year and a commitment to high-quality development and transformation initiatives [5][6][8]. Financial Performance - The company did not conduct an audit for the first quarter financial report [3]. - Major financial data and indicators are presented in thousands of RMB, with a focus on non-recurring gains and losses [3][14]. Contract and Market Development - New domestic contracts signed amounted to 7.665 billion RMB, a year-on-year increase of 52.08% [6]. - New overseas contracts reached 900 million RMB, up 42.67% year-on-year [6]. - Industrial contracts accounted for 8.402 billion RMB, representing 98.10% of total new contracts, with a year-on-year increase of 78.47% [6]. Operational Efficiency - The company has enhanced project execution capabilities, achieving successful milestones in various projects, including the commissioning of a new energy project and the completion of significant installations [6][11]. - A focus on quality management has led to improved project performance and customer satisfaction [6]. Risk Management - The company has implemented a comprehensive risk management system to identify and mitigate major operational risks, with no significant risk events reported during the period [10][11]. Digital Transformation - The company is accelerating its digital transformation efforts, with new contracts in digitalization exceeding 100 million RMB, a year-on-year increase of 87.90% [9]. - Initiatives include the establishment of a digital management platform and the development of smart products to enhance operational efficiency [9]. Reform and Talent Development - The company is pursuing deep reforms to enhance organizational efficiency and effectiveness, focusing on talent development across various key areas [12][13]. - A performance management system has been implemented to ensure comprehensive coverage and alignment with strategic goals [13].