来源：商业律法通 同处上海滩，同饮黄浦江水，同战建筑赛道 两大建筑"沪爷"似乎走出了冰火两重天的轨迹 近期，两份建筑业重量级榜单在朋友圈和微信群刷屏，榜单的背后揭开的是建筑业版图的深刻变局。 01 规模对决：狂飙的万亿版图 vs 退守的千亿收缩 数据从不说谎，它清晰标记出两家企业一进一退的身位差。 中建八局 展现的是典型的"国家队"式狂飙， 即依托中国建筑的庞大体系，实现了跨地域、跨领域的规 模化扩张。 一份是中国建筑业协会发布的 《2025中国建筑业企业200强统计分析》 ， 中建八局 以4814.38亿元营 收、140.79亿元净利润，第二次登顶"双料榜首"，净利润规模比肩一级建筑央企。 其公开信息显示，中建八局早在2024年新签合同额便已突破万亿，是业内公认的"宇宙工程局 " 。 在这 份以营业收入为单一维度的榜单上，同在上海滩的 上海建工 集团依然以3002.17亿元位列行业前列。 另一份是第三方机构发布的 《2025年全国工程建设中标百强榜》 ，以 新签合同额 （行业 "订单储 备"和"未来粮仓"的核心指标 ） 为指标，足以揭示行业版图的最新动向。 榜单显示， 中建八局以 2722.48亿元遥遥领先 ...

中新网海口1月17日电 (记者 王子谦)海南省住房和城乡建设厅等11个部门16日对外公布《海南省持续推 进城市更新行动方案》，提出转变城市开发建设方式，大力实施城市更新行动， 结合房地产发展新模 式构建和建筑业转型升级，促进城市结构优化、动能转换、品质提升、绿色转型、文脉赓续、治理增 效。 方案要求，完善社区公共服务设施。既有居住区要补齐养老、托育、健身、停车、充电、助餐、家政、 菜市场、社区卫生服务等设施短板，推进社区适老化、适儿化改造。 方案提出，城中村改造有序推进。坚持"一村一策"，采取拆除新建、整治提升、拆整结合等方式实施城 中村改造。鼓励将符合条件的城中村结合片区城市更新改造统筹推进实施。 海南还将实施城市基础设施补短板工程，开展城市燃气、供电、供水、排水、污水、通信等地下管网和 综合管廊全面普查工作。加强城市水务设施建设，加强城市交通基础设施互联互通，着力打通"断头 路"，推动停车场、智能充电等设施设备改造升级，优化区域生活垃圾和建筑垃圾基础设施布局。(完) 根据方案，海南实施既有建筑改造利用工程，加快拆除D级危险住房，因地制宜通过加固、改建、重建 等多种方式，分类施策实施更新改造，积极稳妥实施国 ...

Core Viewpoint - The company, Chongqing Construction Group Co., Ltd., anticipates a significant increase in losses for the fiscal year 2025, projecting a net profit attributable to shareholders of approximately -1.18 billion yuan and a net profit of about -1.23 billion yuan after excluding non-recurring gains and losses [1][3][4]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [2]. - The estimated net profit attributable to shareholders for 2025 is projected to be -1.18 billion yuan, indicating an increase in losses compared to the previous year [3]. - The estimated net profit after excluding non-recurring gains and losses is projected to be -1.23 billion yuan [4]. Group 2: Previous Year’s Performance - In the previous year, the total profit was -395.33 million yuan, with a net profit attributable to shareholders of -436.29 million yuan and a net profit of -650.90 million yuan after excluding non-recurring gains and losses [6]. - The earnings per share for the previous year were -0.24 yuan [7]. Group 3: Reasons for Performance Changes - The decline in performance is attributed to reduced new order volumes due to industry adjustments and local debt issues, along with delays in project commencement and construction progress, leading to a year-on-year decrease in revenue [8]. - Increased competition and extended project timelines have resulted in higher labor and management costs, contributing to a decrease in gross margin and further pressure on the company's performance [8]. Group 4: Future Outlook - The company aims to enhance its operational model, strengthen management, mitigate risks, and promote transformation in 2025, focusing on reform, business expansion, management improvement, innovation, and capability building [12]. - The company plans to strengthen its understanding of industrial policies and actively align with national strategic directions, leveraging opportunities from major projects won at the end of 2025 to expand its market presence [12].

此外，交通部还称，其职责范围内的其他大型在建项目也将视情况统一暂停施工开展安全评估，最长不 超过15天。相关评估结果将上报交通部，作为后续采取法律和监管措施的重要依据。 中新社曼谷1月16日电 (李映民 刘宇博)泰国副总理兼交通部长披帕16日表示，鉴于近期接连发生安全事 故，总理阿努廷已指示交通部，取消与意大利—泰国发展公共有限公司签署的两项合同，并对该公司承 建的14个在建工程项目实施为期15天的停工，统一开展全面安全检查。 披帕强调，交通部将采取系统性措施，切实保障公众生命财产安全，重点从三方面推进相关工作：一是 迅速查明事故原因，依法追究相关责任；二是系统提升建设工程及公共交通服务的长期安全标准；三是 加快推进承包商注册和分类管理，强化安全管理检查表的应用及处罚机制落实，防止类似事故再次发 生，重建公众信心。 14日上午，泰国东北部呵叻府发生一起严重施工安全事故。在高铁项目施工现场，一台大型起重机倒塌 并砸中一列正在运行的旅客列车，造成重大人员伤亡；次日，泰国曼谷又发生起重机倒塌事故，导致2 人遇难。上述事故均涉及意大利—泰国发展公共有限公司。(完) ...

2026年，随着房地产业务资产处置工作的基本完成，公司将逐步摆脱房地产业务业绩亏损的拖累，结 合"十五五"规划和业务结构调整战略，围绕"一核心、两主体、五特色"多元化业务体系建设，谋划科技 产业项目顶层设计，推动科技创新与产业创新深度融合，开辟新赛道、打造新引擎，助力公司实现高质 量发展，提升长期业绩水平。 格隆汇1月16日丨中国中冶(01618.HK)公告，经公司财务部门初步测算，预计公司2025年度实现盈利， 但归属于母公司所有者的净利润与上年同期相比下降50%以上，主要原因是由于公司2025年房地产业务 亏损，同时存货、固定资产、投资性房地产等各类资产减值准备计提增加，此外，受建筑行业下行影 响，公司收入有所下滑。 ...

2026年，随着房地产业务资产处置工作的基本完成，公司将逐步摆脱房地产业务业绩亏损的拖累，结 合"十五五"规划和业务结构调整战略，围绕"一核心、两主体、五特色"多元化业务体系建设，谋划科技 产业项目顶层设计，推动科技创新与产业创新深度融合，开劈新赛道、打造新引擎，助力公司实现高质 量发展，提升长期业绩水平。 智通财经APP讯，中国中冶(01618)发布公告，经公司财务部门初步测算，预计公司2025年度实现盈利， 但归属于母公司所有者的净利润与上年同期相比下降50%以上，主要原因是由于公司2025年房地产业务 亏损，同时存货、固定资产、投资性房地产等各类资产减值准备计提增加，此外，受建筑行业下行影 响，公司收入有所下滑。 ...

Group 1 - The company, China New Consumption Group, has signed a non-binding memorandum of understanding with Guangdong Haichuang Xinyuan Technology Co., Ltd. regarding a construction project valued at RMB 450 million [1] - The technology industrial park will focus on the development of automotive parts and related upstream and downstream industries, with a total expected investment of RMB 2 billion and a total construction area of approximately 250,000 square meters [1] - The industrial park is positioned as a "high-standard industrial park in Panyu District" and aims to develop a modern industrial complex that includes top office spaces, R&D innovation facilities, light industrial production areas, high-standard factories, and independent or semi-independent headquarters [1] Group 2 - The company is strategically planning to expand its construction operations within the People's Republic of China and aims to obtain multiple construction permits to take on general contractor responsibilities [1] - The board believes that undertaking the potential construction project aligns with the company's development strategy and will help seize business opportunities, enhancing the company's financial status and profitability [1] - This opportunity is expected to contribute to the long-term business development of the company [1]

2026年，随着房地产业务资产处置工作的基本完成，公司将逐步摆脱房地产业务业绩亏损的拖累，结 合"十五五"规划和业务结构调整战略，围绕"一核心、两主体、五特色"多元化业务体系建设，谋划科技 产业项目顶层设计，推动科技创新与产业创新深度融合，开辟新赛道、打造新引擎，助力公司实现高质 量发展，提升长期业绩水平。 格隆汇1月16日丨中国中冶(601618.SH)公布，经公司财务部门初步测算，预计公司2025年度实现盈利， 但归属于母公司所有者的净利润与上年同期相比下降50%以上，主要原因是由于公司2025年房地产业务 亏损，同时存货、固定资产、投资性房地产等各类资产减值准备计提增加，此外，受建筑行业下行影 响，公司收入有所下滑。 ...

Core Viewpoint - China Metallurgical Group Corporation (China MCC) expects to achieve profitability in 2025, but the net profit attributable to shareholders is projected to decline by over 50% compared to the previous year due to losses in the real estate sector and increased asset impairment provisions [1] Group 1: Financial Performance - In 2025, the company anticipates a significant drop in net profit attributable to shareholders, primarily driven by losses in the real estate business and increased provisions for impairment of inventory, fixed assets, and investment properties [1] - The company's revenue is expected to decline as a result of the downturn in the construction industry [1] Group 2: Future Strategy - By 2026, the company plans to complete the disposal of real estate assets, which will help alleviate the losses from this sector [1] - The company aims to enhance its diversified business system centered around "one core, two main bodies, and five distinctive features," focusing on the integration of technological and industrial innovation to foster high-quality development and improve long-term performance [1]

Core Viewpoint - China Metallurgical Group Corporation (601618.SH) expects to achieve profitability in 2025, but the net profit attributable to the parent company is projected to decline by over 50% compared to the previous year due to losses in the real estate sector and increased asset impairment provisions [1] Group 1: Financial Performance - The company anticipates a significant decline in net profit for 2025, primarily driven by losses in its real estate business and increased provisions for impairment of inventory, fixed assets, and investment properties [1] - Revenue is expected to decrease as a result of the downturn in the construction industry [1] Group 2: Future Strategy - In 2026, the company plans to gradually eliminate the drag of real estate business losses as asset disposal efforts are completed [1] - The company aims to enhance its long-term performance through a diversified business system centered around "one core, two main bodies, and five characteristics," focusing on technological innovation and industry integration [1]