12月23日。国资委发布信息，涉及3家建筑相关央企领导调整。具体如下： 提名王洁民为中国建筑科学研究院有限公司总会计师人选，不再担任中国国际技术智力合作集团有限公 司总会计师职务。 王新华任中国建筑科学研究院有限公司党委委员、纪委书记。 中国安能建设集团有限公司，是于2018年9月由武警水电部队整体转隶组建的一家中央企业，主要担负 国家重大自然灾害工程救援和重点工程建设任务。 中国建筑科学研究院有限公司（原中国建筑科学研究院，简称"中国建研院"）成立于1953年，原隶属于 建设部，2000年由科研事业单位转制为科技型企业，2017年12月完成公司制改制，隶属于国务院国有资 产监督管理委员会，是全国建筑行业最大的综合性研究和开发机构之一，具有土木工程一级学科博士、 硕士学位授予权和建筑技术科学二级学科硕士学位授予权，建有土木工程博士后科研流动站，拥有包括 院士、设计大师、数百名各领域知名专家和一大批中青年科技骨干在内的优秀人才队伍。 中国建研院始终把服务公益事业、推进行业技术进步作为己任，面向全国的建设事业，以建筑工程为主 要研究对象，以应用研究和开发研究为主，致力于解决我国工程建设中的关键技术问题；负责编制与 ...

Core Insights - The report highlights a significant decline in fixed asset investment (FAI) in 2025, with infrastructure investment becoming a drag on the economy, prompting the economic work conference to emphasize "investment stabilization" [2][9] - Looking ahead to 2026, the report suggests that "active fiscal policies" will drive investment stabilization, with a focus on structural opportunities in the construction sector, including western infrastructure, overseas engineering, and new infrastructure [2][9] Group 1: Economic Overview - In 2025, FAI experienced a comprehensive decline, with infrastructure investment significantly dropping, particularly in the third quarter, where narrow infrastructure investment turned negative, declining by 8.7% in October [23][28] - The report notes that the actual situation of infrastructure investment may have deteriorated earlier than expected in 2024, despite apparent growth in infrastructure investment [30][34] Group 2: Structural Opportunities - The report emphasizes the importance of structural opportunities in the construction sector, particularly in western infrastructure projects, overseas engineering, and new infrastructure driven by technological advancements [45][46] - Specific recommendations include focusing on high-dividend leading companies in western regions, such as Sichuan Road and Bridge, and exploring opportunities in Xinjiang and Tibet [9][10] Group 3: Overseas Engineering - The report indicates that overseas engineering demand remains strong, driven by favorable client structures and business models of central enterprises, as well as private enterprises expanding into international markets [10][11] - Key recommendations for overseas engineering include companies like China National Materials, Jianghe Group, and Jinggong Steel Structure, which are expected to perform well in terms of earnings and dividends [10][11] Group 4: New Infrastructure - The report identifies several sectors within new infrastructure that are expected to see growth, including clean rooms, commercial aerospace, nuclear power, and low-altitude economy, driven by technological advancements and safety demands [10][11] - Specific companies recommended in these sectors include Yaxiang Integration for clean rooms and China Nuclear Engineering for nuclear power projects [10][11] Group 5: Traditional Demand - The report notes that traditional demand, particularly in real estate, remains under pressure, with new and second-hand housing demand still facing challenges [11] - It highlights the potential turning point for companies like Honglu Steel Structure, which may benefit from improved cyclical sentiment and operational efficiency [11] Group 6: Reform and Restructuring - The report discusses the need for deep reforms in the construction sector to enhance global competitiveness, focusing on identifying quality assets and new business opportunities for central enterprises [12][12] - It also emphasizes the importance of market value management and the potential for mergers and acquisitions in the construction industry [12][12]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002060证券简称：广东建工 公告编号：临2025-069 广东省建筑工程集团股份有限公司 第八届董事会第三十三次 会议决议公告 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。 一、董事会会议召开情况 2025年12月24日，广东省建筑工程集团股份有限公司（以下简称"公司"）三分之一以上董事提议于公司 2025年第二次临时股东会后以现场会议的形式召开第八届董事会第三十三次会议。公司董事长张育民先 生因工作原因无法主持本次会议，公司尚未选举新任副董事长，由半数以上公司董事共同推举董事淡念 阳先生为本次会议主持人。会议应参会董事8人，实际参会董事8人，其中现场参会董事5人，董事长张 育民先生委托董事戴智波先生进行投票，董事白力先生委托董事谢彦辉先生进行投票，独立董事罗元清 先生委托独立董事朱义坤先生进行投票。会议召开符合《公司法》《公司章程》的有关规定。 二、董事会会议审议情况 1.广东省建筑工程集团股份有限公司第八届董事会第三十三次会议决议。 广东省建筑工程集团股份有限公司董事会 2025年12月25 ...

为中国式现代化建设贡献更大力量 ——习近平总书记重要指示激励中央企业砥砺前行、奋发有为 习近平总书记近日对中央企业工作作出重要指示，对中央企业提出了明确要求和殷切希望。习近平总书 记强调："新征程上，中央企业要充分认识肩负的职责使命，更好服务党和国家工作大局，服务经济社 会高质量发展，服务保障和改善民生，勇担社会责任，为中国式现代化建设贡献更大力量。" 习近平总书记的重要指示为推动中央企业高质量发展提供了根本遵循，为做好中央企业工作进一步指明 了方向。大家表示要深入学习领会，抓好贯彻落实。 切实增强核心功能、提升核心竞争力 习近平总书记强调："要聚焦主责主业，持续优化国有经济布局，切实增强核心功能、提升核心竞争 力。" "习近平总书记的重要指示为新征程上推动中央企业高质量发展指明了前进方向。"国务院国资委规划发 展局局长戴希表示，国务院国资委将高质量编制落实中央企业"十五五"规划，从更大范围、更深层次、 更广领域统筹优化国有经济布局，切实增强核心功能、提升核心竞争力。 中国南方电网有限责任公司党组书记、董事长孟振平表示，深入学习贯彻习近平总书记重要指示精神， 南方电网坚定全面履行经济责任、政治责任、社会责任， ...

Core Viewpoint - The central economic work conference in December 2025 emphasizes the need to "promote investment stabilization" in 2026, leading to an optimistic outlook on fiscal policy for the upcoming year, particularly in infrastructure investment, which is expected to grow by 4.5% in 2026 [1][3][18]. Fiscal Policy Outlook - The fiscal measures for 2026 are anticipated to be more proactive, with a focus on stabilizing investment and stimulating private sector investment [3][4]. - The trend of "central government increasing leverage while local governments reduce leverage" is expected to continue, with the central government taking a more significant role in driving investment due to limited local government borrowing capacity [4][18]. Infrastructure Investment - Infrastructure investment is projected to be a crucial growth stabilizer in 2026, with a forecasted growth rate of 4.5% [18]. - The central government is expected to play a vital role in supporting infrastructure investment, particularly in the western regions, where there is significant potential for growth [18][32]. Construction Sector Insights - The construction state-owned enterprises (SOEs) are expected to benefit from debt reduction initiatives, leading to improved asset quality and valuation recovery [2][22]. - The share of receivables in total assets for major construction SOEs has been rising, indicating a need for financial improvement and valuation recovery as local government funding stabilizes [22][26]. Regional Investment Opportunities - The western provinces, particularly Sichuan, are highlighted as having high potential for infrastructure investment due to favorable central government funding and strategic positioning [32][39]. - The central transfer payment to western provinces is projected to be 4 trillion yuan, accounting for 42.2% of total central transfer payments, indicating strong financial support for infrastructure projects [32][36]. Manufacturing Sector Outlook - Manufacturing investment is expected to stabilize with a growth rate of around 5% in 2026, driven by a recovery in semiconductor capital expenditures [14][46]. - The cleanroom engineering sector is anticipated to benefit significantly from the upturn in semiconductor investments [46]. International Market Growth - The overseas market is projected to become a second growth curve for construction companies, with expectations of continued growth in new contracts and revenue from international projects [2][18].

Core Viewpoint - The article emphasizes optimism regarding fiscal policy in 2026, particularly in infrastructure investment as a means to stabilize economic growth amid a challenging real estate market [2][4][5]. Fiscal Policy Outlook - The 2026 fiscal policy is expected to be more proactive, with a focus on stabilizing investment and stimulating private sector activity [4][5]. - Central government investment is anticipated to increase, while local governments will continue to reduce leverage due to rising debt risks [5]. Infrastructure Investment - Infrastructure investment is projected to grow at a rate of 4.5% in 2026, driven by ongoing support from central fiscal measures [2][15]. - The central government is expected to play a significant role in funding infrastructure projects, particularly in the western regions of China [27][28]. Regional Investment Opportunities - The western provinces, especially Sichuan, are highlighted as having high potential for infrastructure investment due to favorable central government support and strategic positioning [3][27][34]. - Sichuan's transportation investment is leading nationally, with a compound annual growth rate of 4.9% from 2020 to 2024, indicating strong growth prospects [32]. Manufacturing Sector Insights - Manufacturing investment is expected to stabilize with a growth rate of around 5% in 2026, benefiting from a potential recovery in semiconductor capital expenditures [3][12]. - The cleanroom engineering sector is identified as a key beneficiary of increased capital spending in high-end manufacturing [3]. International Engineering Opportunities - The overseas market is anticipated to become a second growth curve for construction companies, with significant growth in new contracts and revenue from foreign projects since 2025 [3][12]. Debt Management and Corporate Valuation - The ongoing debt management efforts are expected to improve the asset quality and valuation of state-owned construction enterprises, which have seen a decline in price-to-book ratios due to rising receivables [2][16]. - The average funding cost for major construction enterprises is around 4%, with some companies achieving lower rates through bond issuance [22][23]. Construction Sector Dynamics - The construction sector is experiencing a shift towards higher market concentration, with leading companies increasing their market share significantly in recent years [22][23]. - The article notes that the average market share of major construction enterprises has risen to 22.9% in revenue terms and 48.9% in order terms [22][23].

习近平总书记近日对中央企业工作作出重要指示，对中央企业提出了明确要求和殷切希望。习近平总书 记强调："新征程上，中央企业要充分认识肩负的职责使命，更好服务党和国家工作大局，服务经济社 会高质量发展，服务保障和改善民生，勇担社会责任，为中国式现代化建设贡献更大力量。" 习近平总书记的重要指示为推动中央企业高质量发展提供了根本遵循，为做好中央企业工作进一步指明 了方向。大家表示要深入学习领会，抓好贯彻落实。 中国南方电网有限责任公司党组书记、董事长孟振平表示，深入学习贯彻习近平总书记重要指示精神， 南方电网坚定全面履行经济责任、政治责任、社会责任，高质量服务超2.7亿人口用上电、用好电，扛 牢能源电力保供政治责任，持续深化新型能源体系和新型电力系统建设，助力能源强国建设。 "总书记的重要指示让我们备受鼓舞。"中国华能集团有限公司党组书记、董事长温枢刚表示，作为全球 装机容量第二大发电集团，中国华能始终守牢保发电、保民生、保供热底线，切实发挥能源保供国家队 作用。中国华能将继续以保障国家能源安全为首责，以能源技术创新为引领，在推进中国式现代化进程 中更好发挥作用。 作为全球基础设施建设领域规模最大、实力最强的多功能 ...

记者从中建科工相关负责人处了解到，巴新海边公寓项目位于莫尔兹比港埃拉海滩区域的填海区域，是 一栋高端商业公寓。这是中建科工在巴新继星山广场二期希尔顿公寓、太古南岸万豪公寓后，交付的第 3个高端商业公寓项目。 （来源：千龙网） 新华网悉尼12月24日电（记者 李晓渝）莫尔兹比港消息：由中建科工承建的巴布亚新几内亚海边公寓 项目近日取得入住许可证。这标志着巴新首都莫尔兹比港新地标工程顺利交付。 项目经理李森表示，巴新的施工环境比预想中更复杂，海边回填区地质松软不均，再加上当地多风气 候，给基础施工带来了很大挑战。为应对挑战，项目团队引入了全钢护筒施工工艺。同时，项目团队通 过受力计算分析并结合国内类似环境施工实践案例，使其成为莫尔兹比港首个采用钢筋套筒连接技术替 代传统钢筋搭接的工程。这项技术应用大幅降低了复杂节点钢筋施工难度，提升了施工效率，为当地后 续同类项目提供了可借鉴的实践经验。 资料显示，自2017年以来，中建科工在巴新先后建设了涵盖学校、道路、高端商业公寓等业态的一系列 民生项目，有效改善了当地基础设施水平。 ...

会议要求，大力推进战略性、专业化重组整合和高质量并购。这是中央企业负责人会议首次将重组整合 和并购同列。站在当前时点，这体现了资源要素和股权层面优存量、拓增量的改革新思路。"战略性重 组""专业化整合""高质量并购"三者协同推进，推动国有资本实现"三个集中"，提升产业控制力与安全 支撑力。 中央企业负责人会议部署2026年重点任务时提出，要多措并举优布局、调结构，坚持传统产业转型和新 兴产业发展并举，大力推进战略性、专业化重组整合和高质量并购，积极有力、规范有序开展国际化经 营。这一方向不仅关乎企业自身发展，更是服务国家现代化产业体系建设、提升产业链韧性与安全水平 的关键举措，体现了国有经济布局优化与结构调整在新发展阶段所具有的战略性、系统性与紧迫性。 国际化不是盲目扩张，而是依托我国产业优势，在开放合作中提升竞争力。会议强调要聚焦高质量共 建"一带一路"，推动标志性工程与"小而美"民生项目结合。央企"走出去"，既要"积极有力"主动参与国 际竞争与合作，在标准、技术、品牌等方面提升影响力，也要"规范有序"强化合规经营和风险防控，使 国际化真正成为构建新发展格局的重要支撑。 "十四五"时期，中央企业布局优化成效 ...

Core Viewpoint - The Chongqing Medical University First Affiliated Hospital's second phase project has implemented a low-emission digital supervision system, marking a significant advancement in pollution control in construction sites in Chongqing, enhancing the city's digital governance capabilities [1][4]. Group 1: Implementation of Digital Supervision System - The project is the first in Chongqing to fully apply a low-emission digital supervision system, addressing the challenges of dust and vehicle emissions in construction sites [1][4]. - The system utilizes GIS technology to establish electronic fences, allowing for automatic vehicle verification and significantly improving regulatory efficiency [2][3]. - The project has already monitored over 780 dump trucks and 9,000 vehicle trips, achieving comprehensive vehicle identification and behavior analysis [2]. Group 2: Dust Control Measures - The system integrates GPS and sensors on construction machinery and dust control equipment, enabling real-time tracking of operations and dust suppression measures [2]. - Dust control devices are activated simultaneously with the operation of heavy machinery, effectively reducing dust emissions at the source [2]. Group 3: Regulatory Effectiveness and Outcomes - The system has established a 24/7 monitoring capability, identifying violations such as uncovered loads and excessive emissions, and facilitating rapid response mechanisms across multiple departments [3]. - Since the system's implementation, there has been a notable improvement in the emission structure of freight vehicles, with a 15% increase in compliance with National VI emission standards [4]. - The air quality in the region has improved, with a decrease in PM10 concentrations, leading to increased public satisfaction regarding air quality [4]. Group 4: Future Developments - The Chongqing ecological environment bureau plans to further optimize the digital supervision system and expand its application across various construction sites and transportation hubs [4]. - The initiative aims to create a new framework for mobile source pollution control characterized by intelligent perception, precise regulation, and collaborative governance [4].