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其利工业集团(01731.HK)与中铁北京工程局就有关泽荣智造产业园项目一期建筑工程订立建筑合约
Ge Long Hui· 2025-09-17 12:36
该土地位于广州番禺黄金地段,位于广州大学城科技成果转化中心承接的广州科技群配套区内,紧邻广 州南站约20公里(约30分钟车程)及方便的交通网络。此外,目前番禺市一类工业用地(M1)的建筑物售价 及╱或租金较广州及深圳的其他黄金地段低,对科技群配套区、广州大学城南岸以及华南理工大学广州 国际校园紧邻的本地创业家具有吸引力。 受益于与相关政府当局的有效沟通及广州泽荣与广州市规划和自然资源局番禺区分局所订立日期为2024 年4月25日的补充用地使用权出让合同中的优惠条款,加上毗邻主要科研创新高地,董事认为该土地的 进一步开发将显著提升集团的资产价值及未来业务发展机会潜力。 格隆汇9月17日丨其利工业集团(01731.HK)公告,内容有关于番禺的土地潜在进一步开发的业务最新情 况。经过缜密规划,该土地连同集团于该地现有的工业设施将进一步开发为产业园。泽荣智造产业园项 目开发将分阶段进行,首期工程占地21,128平方米,连同3幢主要建筑物(包括一幢宿舍),总建筑面积达 91,901.93平方米。 此外,独立第三方谘询机构已就该项目编制可行性研究报告,经考虑内部回报率后,公司预期该项目将 可为集团带来利好的财务收入,亦将 ...
中国携手东盟探讨建筑业合作与发展新篇
Zhong Guo Xin Wen Wang· 2025-09-17 12:31
中国住房和城乡建设部副部长李晓龙表示,基于中国—东盟深厚合作基础,期待各方代表充分交流,达 成更多合作意向,共谋双方建筑业合作与发展的美好未来。持续强化技术创新,共同加强国际标准融 合,共建绿色低碳伙伴关系,共促数字智慧技术应用;持续推进务实合作,围绕保障性住房供应、老旧 小区改造等深化政策对话、技术交流与项目合作;持续促进交流互鉴,进一步建立常态化合作长效机 制,不断深化经验互鉴推广、青年人才联合培养与学术成果转化。 缅甸建设部建筑司长佐佐艾说,现在数字化建设对于缅甸的城乡建设是非常重要的。他希望缅甸在2050 年实现零碳排放目标。 论坛设置主题演讲、高端对话等多个环节。住房和城乡建设部相关司局负责人、东盟国家建设部门高级 别官员、中国工程院院士、新加坡工程院院士等,围绕城市更新、人工智能应用、标准分享、新城新区 国际合作等议题展开深入探讨。论坛同期举办"共享共建重点实验室、全产业链融合发展、新城新区综 合开发国际合作"3项对接活动。(完) 中新网桂林9月17日电(莫伟雯 邓竣缤)9月16日,2025中国—东盟建筑业合作与发展论坛在广西桂林市举 办。 中国—东盟建筑业合作与发展论坛是2025中国—东盟建设部 ...
浦发银行上海分行召开企业司库创新工作会议
Guo Ji Jin Rong Bao· 2025-09-17 12:27
根据会议安排,锦江国际集团和上海地产集团作为典型案例企业,分享了其在司库体系建设过程中的实践与创新,内容涵盖账户统一管理、资金集中调度和 业财融合等方面,生动展示了企业在数字化转型中的创新探索与实践成果。在圆桌讨论环节,浦发银行总行交易银行部负责人与上海城投集团、隧道股份、 浪潮集团和中兴新云等企业代表,围绕"司库系统建设路径"、"业财一体化协同"及"智能风控与预警机制"等话题展开对话。针对企业普遍关注的数据整合、 分阶段实施和供应链金融等痛点,提出模块化服务、API嵌入、联合风控建模等一系列解决方案,致力于为企业提供全周期、轻量化、高兼容的司库服务支 持。 浦发银行总行副行长康杰同志表示,浦发银行将持续提升司库金融服务能力,协同政府与企业共建"政-企-银"数字化生态,助力企业不断提高资金运营效率 与管理现代化水平。 在数字经济重塑全球产业格局的背景下,加快司库体系建设已成为企业推动管理变革、提升核心竞争力、强化资金风险防控的重要举措。为加快落实市国资 委关于市国资监管企业深化司库体系建设的要求和总体部署,2025年9月16日下午,"数字化转型下的国企司库创新,赋能企业高质量发展"工作会议在浦发 银行上海分行 ...
4连板上海建工:公司黄金业务收入占公司营业收入比例较低
Mei Ri Jing Ji Xin Wen· 2025-09-17 12:07
每经AI快讯,9月17日,上海建工(600170.SH)发布股票交易异常波动暨风险提示公告称,公司黄金业务收入占公司营业 收入比例较低,历年均不超过营业收入0.5%,对公司生产经营影响较小,且金矿项目开采期较长,矿产品位、年开采产 量等具有较大不确定性,亦存在境外环境和政策方面的不稳定因素。2019年至2025年上半年,公司黄金业务销量及营业 收入详见下表: (文章来源:每日经济新闻) ...
上海建工:公司黄金业务收入占公司营业收入比例较低 历年均不超营收0.5%
Ge Long Hui A P P· 2025-09-17 12:07
Core Viewpoint - The company's gold business revenue constitutes a very small portion of its total operating income, historically not exceeding 0.5%, indicating minimal impact on overall production and operations [1] Group 1 - The gold business revenue is consistently low, not exceeding 0.5% of total operating income [1] - The mining project has a long extraction period, leading to significant uncertainty regarding mineral product grades and annual extraction volumes [1] - There are external environmental and policy instability factors that could affect the mining operations [1]
上海建工:公司黄金业务收入占公司营业收入比例较低,历年均不超过营业收入0.5%
Xin Lang Cai Jing· 2025-09-17 11:48
Group 1 - The company's gold business revenue accounts for a very low proportion of total operating revenue, not exceeding 0.5% in previous years, indicating minimal impact on overall operations [1] - The mining project has a long extraction period, with significant uncertainties regarding mineral product grades and annual extraction volumes [1] - There are also instability factors related to the overseas environment and policies that could affect the gold business [1]
8月广义基建投资下降6.4%,地产投资下降19.9%
GUOTAI HAITONG SECURITIES· 2025-09-17 11:24
Investment Rating - The report assigns an "Accumulate" rating for the construction engineering industry [8] Core Insights - In August, broad infrastructure investment decreased by 6.4%, with a month-on-month decline of 4.5 percentage points, while narrow infrastructure investment fell by 5.9%, with a month-on-month decline of 0.8 percentage points [4][6] - Real estate investment in August saw a year-on-year decline of 19.9%, with the drop expanding compared to July [7] - The report highlights a trend towards stabilization in the real estate market, despite ongoing challenges [7] - Infrastructure investment from January to August grew by 2.0% year-on-year, outpacing overall investment growth [7] Summary by Sections Infrastructure Investment - Broad infrastructure investment in August decreased by 6.4%, a decline of 12.6 percentage points compared to the same month in 2024, and a month-on-month drop of 4.5 percentage points [6] - Narrow infrastructure investment fell by 5.9%, with a year-on-year decline of 7.1 percentage points and a month-on-month decrease of 0.8 percentage points [6] - Specific sectors such as water conservancy saw a significant drop of 29.8% year-on-year, while public facilities decreased by 11.6% [6] Real Estate Market - Real estate investment in August dropped by 19.9% year-on-year, with sales area declining by 11.0% [7] - New construction area fell by 19.8%, and completed area decreased by 21.2% [7] - The report indicates that the real estate market is moving towards stabilization, with inventory reduction efforts showing results [7] Investment Recommendations - The report recommends undervalued high-dividend stocks such as China State Construction (dividend yield 4.85%), China Railway Construction (dividend yield 3.74%), and Tunnel Corporation (dividend yield 4.48%) [7] - It also highlights the potential for growth in private investment in infrastructure, particularly in green energy [7]
中国铁建:每手“铁建YK14”将派息22.7元
Zhi Tong Cai Jing· 2025-09-17 11:21
Core Viewpoint - China Railway Construction Corporation (CRCC) is issuing a new tranche of corporate bonds aimed at professional investors, indicating a strategic move to raise funds for technological innovation and sustainability initiatives [1] Group 1: Bond Details - The new bond, referred to as "Tie Jian YK14," has a total issuance amount of 1.5 billion RMB [1] - The bond will have a coupon rate of 2.27%, with interest payments scheduled to begin on September 29, 2025, covering the period from September 27, 2024, to September 26, 2025 [1] - Each bond unit has a face value of 1,000 RMB, resulting in an interest payout of 22.70 RMB per unit (tax included) [1]
股民出手了!“一人一手助爷叔解套”刷屏!82岁老人炒股被套,苦等10年,每月退休金定投!终于要回本了,只差两毛七...
雪球· 2025-09-17 07:57
Market Overview - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.37%, the Shenzhen Component Index up 1.16%, and the ChiNext Index up 1.95% [2] - The total market turnover reached 24,029 billion, an increase of 359 billion from the previous day, with over 2,500 stocks rising [2] - In the sector performance, the optical lithography, chip, diversified finance, wind power equipment, robotics, and copper cable high-speed connection concepts saw significant gains, while precious metals, tourism and hotels, pork, liquor, retail, and logistics sectors experienced declines [2] Shanghai Construction Industry - Shanghai Construction stock has gained attention, appearing on the hot stock list and achieving four consecutive daily limit-ups since September 12 [5] - An 82-year-old investor, referred to as "Shanghai Uncle," invested 500,000 yuan in Shanghai Construction at an average price of 6.2 yuan in 2013 and has been averaging down for ten years, with a current holding cost of 3.8 yuan [8] - Despite the company's revenue declining from 120 billion yuan in 2015 to 105 billion yuan in the first half of 2025, and a 69% drop in net profit, the investor is still holding on, with the current stock price just 0.27 yuan away from breaking even [8][9] Semiconductor Sector - The optical lithography and chip sectors in A-shares surged, with stocks like Wave Optoelectronics and Kaimete Gas hitting the daily limit [12] - Semiconductor International (SMIC) saw its stock price rise over 9% during trading, closing up 6.93% [15] - Reports indicate that SMIC is testing a domestically produced deep ultraviolet lithography machine, which could potentially enhance its production capabilities [15] Hong Kong Market - The Hong Kong stock market also experienced a significant rise, with the Hang Seng Technology Index up 4.23%, reaching a nearly four-year high [3][16] - Notable stock performances included Baidu up 17.40%, SenseTime up 14.47%, and Alibaba up 5.15% [16] Policy Developments in Hong Kong - The Chief Executive of Hong Kong announced a 30 billion HKD "Frontier Technology Research Support Program" to attract international research talent in AI and other fields [18] - Initiatives to assist mainland tech companies in financing through Hong Kong and optimize listing regulations were also highlighted [19] - A new capital investment scheme was introduced, requiring a minimum investment of 30 million HKD, with adjustments to property investment calculations [20] - The establishment of a "Commodity Strategy Committee" aims to enhance the policy design and long-term strategy for commodity trading in Hong Kong [21]
上海建工四连板,“上海爷叔”十年退休金补仓,解套还差2角7分钱
Mei Ri Jing Ji Xin Wen· 2025-09-17 07:41
以目前上海建工股价计算,距离爷叔解套仅差2角7分钱。这意味着,若上海建工明日涨幅大于7.65%,爷叔就可成功解套。拉长时间来看,这也是2022年 以来,爷叔最接近解套的时刻。 9月17日,上海建工的成交额已达74亿元,换手率24.68%。 9月15日晚,上海建工已提示交易风险:有媒体报道称上海建工控股子公司拥有的科卡金矿资源储量增加了33.89万盎司,此消息为前期已披露信息,不属 于近期信息。且公司黄金业务收入占公司营业收入比例较低,历年均不超过营业收入的0.5%,对公司生产经营影响较小。 除了上述旧闻外,坚定持有上海建工股票的网友"上海建工爷叔"(简称爷叔)也成为相关热门话题。 9月17日,"人气股"上海建工(600170)(600170.SH)开盘后震荡上行,两度触及涨停。截至收盘,上海建工涨停,报3.53元/股,总市值至313.67亿元。此 前的三个交易日,上海建工连续收获涨停,股价创年内新高。 据网上说法,爷叔十年来始终用退休金按月补仓,其上海建工股票的持仓成本也从6元/股一路降至3.8元/股,但至今依旧未能解套。一些投资者交流平台 上,诸如"拯救爷叔行动"之类的话题也吸引着投资者参与讨论。 ...