证券代码：605287 证券简称：德才股份 公告编号：2025-055 德才装饰股份有限公司 2025 年上半年，公司持续开拓"城市更新"与"城市配套"两类项目，新 签"城市更新"类项目金额约为 70,271 万元，新签"城市配套"类项目金额约 为 113,706 万元，上述两类项目约占上半年新签项目总金额的 76.79%。 截至 2025 年第二季度末，公司不存在已签订但尚未执行的重大项目情况。 以上数据仅为阶段性数据且未经审计，可能与定期报告披露的数据存在差异，仅 供投资者参阅。 特此公告。 德才装饰股份有限公司董事会 本公司及董事会全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年第二季度，德才装饰股份有限公司（以下简称"公司"）及子公司新 签项目数量总计 55 个，新签项目金额为人民币 106,870 万元，新签项目数量较 上年同期减少 37.50%，新签项目金额较上年同期增加 33.48%，按业务类型细分， 具体情况如下： | 经营数据 | 装饰装修 业务 | 房屋建筑 业务 | 市政业务 | 其他 | 总计 | | - ...

智通财经APP讯，亚厦股份(002375.SZ)2025年第二季度经营情况简报，第二季度新签订单金额26.27亿 元，截至报告期末累计已签约未完工订单金额110.68亿元。 ...

智通财经APP讯，德才股份(605287.SH)披露2025年第二季度主要经营数据，2025年第二季度，公司及 子公司新签项目数量总计55个，新签项目金额为10.69亿元，新签项目数量较上年同期减少37.50%，新 签项目金额较上年同期增加33.48%。 ...

Group 1 - The company reported a total new signed order amount of 2.627 billion yuan for the second quarter of 2025 [1] - As of the end of the reporting period, the cumulative signed but uncompleted order amount reached 11.068 billion yuan [1] - The amount of orders that have been won but not yet signed totals 1.273 billion yuan [1]

Core Insights - The company reported a total of 55 new projects signed in Q2 2025, with a total contract value of RMB 1,068.70 million, representing a 37.50% decrease in the number of new projects compared to the same period last year, while the contract value increased by 33.48% [1] Group 1: Project Categories - In the first half of 2025, the company focused on expanding "urban renewal" and "urban supporting" projects, with new contracts in "urban renewal" amounting to approximately RMB 702.71 million and "urban supporting" projects amounting to approximately RMB 1,137.06 million [1] - The two categories of projects accounted for approximately 76.79% of the total new contract value in the first half of the year [1]

人民财讯7月30日电，亚厦股份（002375）7月30日晚间公告，2025年第二季度新签订单金额合计26.27 亿元。 ...

Group 1 - The company announced a new signed order amount of 2.627 billion yuan for the second quarter of 2025, with 2.567 billion yuan from decoration construction, 2.178 billion yuan from public building decoration, and 389 million yuan from residential renovation [1] - The company reported that the cumulative amount of signed but uncompleted orders reached 11.068 billion yuan, and the amount of orders that have been won but not yet signed is 1.273 billion yuan [1] - The breakdown of the new signed orders includes 20 million yuan from decoration design and 40 million yuan from decoration product sales [1]

智通财经APP讯，全筑股份(603030.SH)披露2025年第二季度经营情况，公司2025年第二季度季末累计 新签合同金额5.1亿元;新签流转中合同金额1.69亿元。 ...

Core Viewpoint - Hengshang Energy (603137.SH) reported a significant decline in new project contracts for the first half of 2025, indicating potential challenges in the company's operational performance [1] Group 1: Financial Performance - The total new project contracts signed by the company amounted to 357 million yuan, representing a year-on-year decrease of 68.85% [1] - The new project contracts for building curtain walls and aluminum alloy doors and windows totaled 259 million yuan, showing a substantial year-on-year decline of 77.40% [1] - The company signed 20 new projects in the building curtain wall and aluminum alloy door and window segment, which is a decrease of 33.33% compared to the previous year [1] Group 2: Business Segments - The sales of building materials contributed 98 million yuan to the new project contracts, although specific year-on-year changes for this segment were not detailed [1]

Investment Rating - The report maintains a "Recommended" rating for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with special bond issuance accelerating to support major projects [3][6] - Real estate investment and sales are under pressure, but the decline in new construction and completion has narrowed [3][44] - The construction sector is experiencing a slight increase in fund holdings, indicating a low allocation compared to standard benchmarks [3][65] Summary by Sections Special Bond Issuance - The pace of special bond issuance has accelerated in 2025, with a total of 2.16 trillion yuan issued in the first half of the year, a 45% year-on-year increase [6] - The government plans to issue 4.4 trillion yuan in new local government special bonds this year, focusing on infrastructure and housing projects [6] Infrastructure Investment - Fixed asset investment (excluding rural households) reached 24.87 trillion yuan in the first half of 2025, with a year-on-year growth of 2.8% [3][27] - Broad infrastructure investment growth was 8.9%, while narrow infrastructure investment growth was 4.6% [30] - Investment in electricity, heat, gas, and water supply grew by 22.8%, while transportation and storage investment increased by 5.6% [3][35] Real Estate Market - Real estate development investment totaled 46.66 billion yuan, down 11.2% year-on-year, with sales area declining by 3.5% [44] - New construction area decreased by 20.0%, but the decline rate has narrowed [46] - The policy measures are expected to improve the supply-demand structure in the real estate market [3][44] Fund Holdings in Construction - As of Q2 2025, the fund holdings in the construction sector accounted for 0.43% of the total market, slightly up from the previous quarter [65] - The construction sector remains underweight compared to the standard allocation ratio of 1.77% [65] - Institutional investors are increasingly favoring segments such as housing construction, decoration, and engineering consulting [65][71]