资料显示，徐淮阜高速作为连接徐州、淮北与阜阳的重要交通干线，由安徽建工投资建设运营的淮北 段、宿州段起于皖苏省界圣泉镇，串联萧县五大乡镇，由孙圩子互通跨连霍高速后，在洪碱河处无缝衔 接淮北，经相山区、濉溪县最终在临涣枢纽顺接盐洛高速，全长72.07公里。两段道路首尾相连，形成 贯通皖北、直达苏皖边界的"黄金通道"。 公司表示，自2023年2月开工建设以来，安徽建工充分发挥全产业链优势，推动全流程高效协同、全要 素深度融合。全体参建者直面古运河遗址保护、矿区复杂地质等多重困难和挑战，累计完成路基填挖土 方超千万方，桥梁飞架山河与铁路之上，6座钢箱梁桥顶推施工成功攻克"不断交通、不限车速"等行业 难题，最终提前10个月完成了徐淮阜高速淮北段、宿州段的建设，再次刷新"建工速度"。 安徽建工表示，这条提前通车的高速路作为淮河生态经济带的重要纽带，它将大幅压缩淮北与徐州、阜 阳的时空距离，推动皖北地区加速融入长三角一体化发展格局，促进区域人流、物流、资金流互联互 通，为皖北振兴和长三角高质量发展注入强劲动能。 7月10日，安徽建工(600502)投资建设运营的首条高速公路——徐淮阜高速淮北段、宿州段正式通车， 较计划工 ...

Group 1 - The core business of the company includes design consulting, EPC engineering contracting, construction, and equipment manufacturing, leveraging its leading technology, talent, qualifications, and international advantages in the non-ferrous metal industry [2] - The company has participated in over 500 projects that have received prestigious awards such as the China Construction Engineering Luban Award and the Civil Engineering Zhan Tianyou Award, establishing itself as a key player in the industry [2] - As of the first quarter of 2025, the company reported a revenue of 4.804 billion yuan, a year-on-year decrease of 3.63%, and a net profit of 65.797 million yuan, down 36.71% year-on-year, with a gross profit margin of 8.91% [2] Group 2 - The company's current price-to-earnings (PE) ratio is 77.38, significantly higher than the industry average of 14.02 and the industry median of 20.32, ranking it 59th in the engineering construction sector [1][3] - The total market capitalization of the company is 14.162 billion yuan, reflecting its position within the industry [1][3] - As of the first quarter of 2025, six institutions held shares in the company, with a total holding of 2.2801551 billion shares valued at 10.398 billion yuan [1]

★ 宏观动态 ★ 中国和马来西亚互免签证协定即将生效 据央视新闻，《中华人民共和国政府和马来西亚政府关于互免持公务普通护照和普通护照人员签证的协定》将 于2025年7月17日生效。根据协定，持有效的中国公务普通护照、普通护照和马来西亚普通护照人员，以休闲 旅游、探亲访友、商务活动、交流访问、私人事务、医疗、国际运输（机组人员）为目的，在缔约另一方入 境、出境或者过境，停留不超过30日，且每180日累计停留不超过90日，可免办签证。如需在缔约另一方境内 单次停留逾30日或者在缔约另一方境内定居，或从事工作、学习、新闻报道等须经缔约另一方主管部门事先批 准的活动，应当在入境缔约另一方前申请相应签证。 嫦娥七号明年前后将发射 据央视新闻，月球背面样品返回一年来，我国科学家围绕这些样品已经取得丰硕的科学研究成果，彰显了我国 行星科学研究的综合实力，也为下一阶段开展月球的形成和演化研究工作奠定了基础。据介绍，2026年前后， 我国将发射嫦娥七号月球探测器，同样会在月球南极—艾特肯盆地开展环境与资源勘查，特别是要寻找水冰等 物质，为将来月球基地的建设打下基础。 商务部回应冯德莱恩涉华言论 欧盟委员会主席冯德莱恩近日发表演 ...

最新一期业绩显示，2025年一季报，公司实现营业收入101.47亿元，同比-1.37%；净利润6.63亿元，同 比4.19%，销售毛利率16.97%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)10中材国际7.857.921.08236.28亿行业平均 14.0217.321.24210.84亿行业中值20.3221.341.4859.76亿1山东路桥4.074.080.6394.70亿2陕建股份 5.234.990.59147.72亿3中国铁建5.275.060.421124.39亿4中国中铁5.415.130.461430.03亿5中国建筑 5.465.470.542524.68亿6安徽建工6.226.230.7583.77亿7中国交建6.526.330.511481.35亿8隧道股份 7.276.980.64198.39亿9中国电建7.427.200.61864.75亿11中国化学8.068.390.75477.09亿12浙江交科 8.188.400.71110.03亿 来源：金融界 从行业市盈率排名来看，公司所处的工程建设行业市盈率平均14.02倍，行业中值20.32倍，中材国际排 名第2 ...

Group 1 - Aishuo Co., Ltd. expects a net loss of 170 million to 280 million yuan for the first half of 2025, with a net loss of 410 million to 520 million yuan after excluding non-recurring gains and losses [1] - Changcheng Military Industry anticipates a net loss of 25 million to 29.5 million yuan for the first half of 2025, with a net loss of 35 million to 41 million yuan after excluding non-recurring gains and losses [1] - Changyuan Donggu expects a net profit of 155 million to 180 million yuan for the first half of 2025, representing a year-on-year increase of 62.65% to 88.88% [1] Group 2 - Beifang Navigation forecasts a net profit of 105 million to 120 million yuan for the first half of 2025, turning around from a loss of 74.2168 million yuan in the same period last year [3] - Xizi Clean Energy expects a net profit of 130 million to 180 million yuan for the first half of 2025, a decrease of 47.40% to 62.01% compared to the same period last year [4] - Tianbao Infrastructure anticipates a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.80% to 2329.27% [4] Group 3 - Taiping Bird expects a net profit of approximately 77.7 million yuan for the first half of 2025, a decrease of about 55% compared to the same period last year [6] - Xibu Chuangye forecasts a net profit of approximately 295 million yuan for the first half of 2025, an increase of 88.99% compared to the same period last year [8] - Zhengbang Technology expects a net profit of 190 million to 210 million yuan for the first half of 2025, a year-on-year increase of 249.03% to 264.72% [9] Group 4 - Songzhi Co., Ltd. anticipates a net profit of 140 million to 170 million yuan for the first half of 2025, representing a year-on-year increase of 53.58% to 86.49% [10] - Hailide expects a net profit of 280 million to 310 million yuan for the first half of 2025, a year-on-year increase of 47.65% to 63.47% [12] - Chenhua Co., Ltd. forecasts a net profit of 48.8176 million to 56.6284 million yuan for the first half of 2025, a year-on-year increase of 25% to 45% [13] Group 5 - Yuanlin Co., Ltd. expects a net loss of 68 million to 92 million yuan for the first half of 2025, with a net loss of 70 million to 95 million yuan after excluding non-recurring gains and losses [14] - Chuanhua Zhili anticipates a net profit of 500 million to 550 million yuan for the first half of 2025, representing a year-on-year increase of 72.78% to 90.06% [15] - Longyuan Technology expects a net profit of 26 million to 31 million yuan for the first half of 2025, a year-on-year increase of 116.61% to 158.26% [17] Group 6 - Jiangshan Co., Ltd. forecasts a net profit of 300 million to 360 million yuan for the first half of 2025, a year-on-year increase of 75.65% to 110.78% [32] - Ganli Pharmaceutical expects a net profit of 600 million to 640 million yuan for the first half of 2025, a year-on-year increase of 100.73% to 114.12% [33] - Zhongyan Chemical's subsidiary signed a 6.809 billion yuan mining rights transfer contract [35]

交建股份（603815）公告，公司与天津铁投资产管理有限公司达成协议，将持有的天津轨道交通产业基 金合伙企业(有限合伙)1%的合伙企业份额(对应认缴出资额人民币5000万元，实缴出资额人民币5000万 元)及基于该合伙企业份额附带的所有权利和权益转让给天津铁投，转让价款为人民币5000万元。交易 完成后，公司将不再持有天津轨道基金份额。本次交易不会对公司经营业务产生实质性影响。 ...

交建股份（603815）公告，预计2025年半年度实现归属于母公司所有者的净利润1.09亿元至1.23亿元， 与上年同期相比，将增加3300万元至4730万元，同比增加43.98%至62.47%。预计2025年半年度实现归 属于母公司所有者的扣除非经常性损益的净利润1.09亿元至1.24亿元，与上年同期相比，将增加3280万 元至4680万元，同比增加42.76%至60.90%。 ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [4]. Core Viewpoints - The company expects a year-on-year increase of no less than 30% in net profit attributable to shareholders for the first half of 2025, driven by strong sales growth of high refractive index and functional products, leading to an increase in average selling prices [1]. - The company is one of the few manufacturers capable of producing resin lenses with a refractive index of 1.74, and its C2M model effectively ensures the delivery efficiency of customized glasses [1]. - The company plans to invest approximately $4 million to build an automated resin lens production line in Japan, aimed at enhancing its production capacity for high-end customized lenses and improving supply chain resilience [2]. - The new production line is expected to increase annual production capacity by 20% compared to existing facilities and will help mitigate risks associated with trade tensions between China and the U.S. [2]. - The company is actively engaging with leading global technology and consumer electronics firms in its XR (Extended Reality) business, preparing for potential mass production of AR and AI glasses [3]. - The establishment of a national-level R&D center will further strengthen the company's innovation capabilities and project management [3]. Summary by Sections Financial Performance - The company forecasts a net profit of no less than 271 million yuan for the first half of 2025, reflecting a robust growth trajectory [1]. - Revised profit forecasts for 2025-2027 are 560 million, 670 million, and 790 million yuan, respectively, with corresponding P/E ratios of 31X, 26X, and 22X [4]. Production and Supply Chain - The new Japanese production line is expected to enhance the company's ability to respond to customer needs in the Asia-Pacific region and improve overall production cost efficiency [2]. - The diversified production base is anticipated to strengthen the company's resilience against geopolitical uncertainties and currency fluctuations [2]. Research and Development - The company is committed to continuous investment in R&D, focusing on innovative products with varying refractive indices and functionalities [3]. - The establishment of an XR R&D center is part of the company's strategy to enhance its technological capabilities and foster collaboration with industry leaders [3].

项目自2024年7月项目开工以来，工期紧、任务重、雨季长与土建交叉事项多，项目部统筹协调人员， 各专业人才队伍，机械、电气、通风、控制各司其职，以高标准、严要求、铸精品项目，以"一刻也不 松懈"的劲头。施工过程中，严格执行设计图纸、施工规范，对工程质量和安全生产实施全方位严格管 控，获业主单位肯定。科学分解施工节点，建立"日跟踪、周考核、月总结"动态管理，通过优化节点工 序、BIM技术应用等方式，实现项目建设全生命周期管控。 作为江苏省贯彻落实长江大保护国家战略的重大项目，建成后可接靠进口粮食、内贸粮食的主力船型， 投运后将大幅缓解区域粮食储运压力，增强粮食应急保障能力，进一步畅通国内国际"双循环"物流通 道，为长三角一体化发展和国家粮食安全战略注入新动能。 近日，中交一航局承建的南通港天生港区横港沙作业区10万吨级粮油泊位工程装卸工艺设备系统交钥匙 总承包项目7个单位工程竣工验收。 本次竣工验收包括输送设备系统、供电及照明系统、控制及通信系统、辅助设备系统和3台门机共7个单 位工程。该项目位于江苏省南通市，设计年通过能力1183万吨，配置门机3台、卸船机2台、装船机2 台，各类输送设备127台以及配套供电系 ...

7月10日，截至港股收盘，恒生指数上涨0.57%，报24028.37点。大同机械（00118.HK）收报0.23港元/ 股，上涨23.66%，成交量1.6万股，成交额3984港元，振幅10.22%。 资料显示，大同机械企业有限公司(大同机械企业,股份代号:118)於1958年以经销国产工业机床创业。经 过半个世纪的不断成长,大同机械企业已发展为一多元业务集团,现时主要业务包括机械制造、塑料加工 及制品、销售机械和工业用之消耗品等。大同机械企业於1988年在香港联合交易所上市,此举为集团奠 定快速成长之重要里程。大同机械企业在「以人为本.立足工业.务实进取.持续学习」的核心价值观下经 营,以为持份者体现及创造最大价值为目标,从而建立信誉优良的集团形象。大同机械企业将继续向前迈 进,致力提升其植根於国内的核心业务,并为世界各地的客户供应最优质的产品和服务。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 最近一个月来，大同机械累计跌幅1.06%，今年来累计涨幅0.54%，跑输恒生指数19.1%的涨幅。 财务数据显示，截至2024年12月31日，大同机械实现营业 ...