每经记者｜刘志远 每经编辑｜段炼 张海妮 1300亿元 上市公司市值 陕K环罚〔2025〕83号 处罚书文号 2025年度已受罚次数 2次 cj本期所涉数据概览 6 上市公司 涉及行业 漫厨区域 167 - 万户 力元 司景 点 演 涉及股票 > 环境风险榜涉及上市公司分布情况 | | 建筑装饰 | 北京市 | | --- | --- | --- | | 环境违法违规 | 电力设备 | 山东省 | | | 煤炭 | | | | 医药生物 | 上海市 | | | 房地产 | 广东省 | 未编制建筑垃圾处理方案报备案，上海建工（600170.SH）被罚100万元；超排污许可标准排放大气污染物，兖矿能源（600188.SH）控股公司被罚50万 元⋯⋯ 2025年8月第四周，哪些上市公司的环境保护与信披责任亮起了红灯？且看A股绿色周报第212期。 每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE），自2020年9月起，基于31个省份337个地级市政府发布的环境质量、环境排放和污染源监 管记录等权威数据来源，每周收集剖析中国数千家上市公司及其旗下数万家公司（包括分公司、参股公司和控股公司）的环境信息数据，发布 ...

Mergers and Acquisitions - Jia Yuan Technology plans to invest 500 million yuan to acquire a stake in Wuhan Endatong Technology Co., Ltd, with 150 million yuan for share transfer and 350 million yuan for capital increase, resulting in a 13.587% ownership stake [1] - SMIC is planning to issue A-shares to purchase minority stakes in its subsidiary, SMIC North, with stock suspension expected for no more than 10 trading days starting September 1, 2025 [2] - Aier Eye Hospital intends to acquire partial stakes in three medical institutions for 105 million yuan to enhance its "graded chain" development model [3] Performance Disclosure - China Railway reported a 5.93% decline in revenue to 511.09 billion yuan and a 17.17% decrease in net profit to 11.83 billion yuan for the first half of 2025 [4] - China Rare Earth achieved a net profit of 162 million yuan, reversing a loss of 244 million yuan from the previous year, with a 62.38% increase in revenue to 1.875 billion yuan [5] - Yunnan Baiyao's revenue grew by 3.92% to 21.257 billion yuan, with a net profit increase of 13.93% to 3.633 billion yuan [6] - China Shipbuilding reported a 11.96% increase in revenue to 40.325 billion yuan and a 108.59% rise in net profit to 2.946 billion yuan [7] - BeiGene turned a net loss of 2.88 billion yuan from the previous year into a profit of 450 million yuan, with a 46.03% increase in revenue to 17.52 billion yuan [8] Shareholding Changes - Kweichow Moutai's controlling shareholder plans to increase its stake by 3 to 3.3 billion yuan within six months, based on confidence in the company's long-term value [9] - Huasheng Tiancheng's director and supervisor plan to reduce their holdings by a total of up to 1% due to personal financial needs [10] - Zhejiang Wen Film's shareholder plans to reduce holdings by up to 0.43% for personal financial needs [11] - Chenxin Pharmaceutical's major shareholder plans to reduce holdings by up to 1% for funding requirements [12] Investment Activities - Yinglian Co. plans to invest 918 million yuan in a can lid manufacturing project, expected to generate over 2.158 billion yuan in annual revenue [13] - Zhiyang Innovation intends to invest 20 million yuan to establish a wholly-owned subsidiary to promote embodied intelligence technology innovation [14]

分行业来看，制造业BSI为92.6，非制造业为93.8。在制造业中，非金属材料及制品（66.7）、金属及金 属加工制品（80.8）、纺织服装皮革鞋类（84.6）、木材家具纸制品（85.7）、石油炼制及化学 （92.3）、普通及精密机械设备（94.7）以及电子及通信设备（94.7）等七个行业预计将持续低迷。 8月29日，韩国经济人协会报告称，根据一项面向韩国国内销售额前600强企业的问卷调查显示，以今年 9月为基准，企业景气判断指数（BSI）指数为93.2。据悉，BSI用于衡量企业对下月经济形势的预期， 若高于基准值100，表明企业对经济前景趋于乐观，低于100则相反。自2022年4月以来，该指数持续低 于基准线，目前已刷新历史最长低迷纪录。 受美国加征关税等不确定因素影响，半导体产业恶化非常明显，"电子及通信设备"行业（涵盖半导体） 的BSI从上月的111.1大幅下跌16.4点至94.7。被加征关税的"金属及金属加工制品"行业的BSI已经连续三 个月低于90；"非金属材料及制品"行业（包括水泥制造）则连续五个月低于80。 在非制造业的七大行业中，电力、燃气、自来水及其他能源（73.7），建筑（83.7）以及运 ...

中国中冶(01618)发布2025年中期业绩，营业收入2375.33亿元(人民币，下同)，同比减少20.52%;股东应 占溢利30.99亿元，同比减少25.31%;基本每股收益0.09元。 公告称，报告期内，为积极应对建筑行业下行压力，公司持续聚焦高质量发展，扎实推进再转型再升级 各项工作，按照"核心做强、主体做优、特色做大"的原则，围绕核心主业实施传统产业转型升级，立足 冶金全产业链比较优势进行内延外伸，积极培育壮大战略新兴产业，着力打造差异化优势，有序推 进"一核心两主体五特色"业务体系构建和"五五"战略稳步实施，奋力打造世界一流投资建设集团。 生产经营总体平稳，战略部署有序推进。上半年，公司承压奋进、聚力攻坚，实现新签合同额5,482.02 亿元;以增强核心功能、提升核心竞争力为目标，调结构、转方式、拓市场，推动冶金工程、有色与矿 山核心主业占比持续提升，为推进公司业务结构调整打下良好基础。报告期内，公司深耕海外市场，通 过标桿项目品质履约和加强属地化管理，将中冶技术、中冶标準、中冶装备成功输出海外，实现海外业 务大幅增长，新签合同额577.5亿元，同比增长32.6%。 ...

Core Insights - China Communications Construction Company (CCCC) reported a stable operational performance in the first half of 2025, focusing on high-quality development and actively engaging in national strategic services [1][2] Financial Performance - CCCC achieved a revenue of 337.06 billion yuan and a net profit attributable to shareholders of 9.57 billion yuan, with earnings per share at 0.56 yuan [1] - The new contract value reached 991.05 billion yuan, marking a year-on-year increase of 3.14% [2] - The company held an unexecuted contract amount of 34,289.88 billion yuan as of June 30, 2025 [2] Business Segments - The new contracts in emerging business areas amounted to 320.26 billion yuan, accounting for approximately 32% of the total new contracts [1][2] - Domestic port construction contracts reached 53.19 billion yuan, up 15.90% year-on-year, while dredging contracts increased by 5.69% to 63.08 billion yuan [2] International Expansion - CCCC's overseas contracts totaled 200.38 billion yuan, with a year-on-year growth of 2.20% [3] - Contracts from Belt and Road Initiative countries accounted for 31% of overseas contracts, with the Middle East contributing 3.69 billion USD [3] Technological Innovation - CCCC invested 8.89 billion yuan in R&D, representing 2.64% of its revenue, focusing on key technologies and innovative solutions [4] - The company achieved significant breakthroughs in core technology, including the establishment of a national key laboratory and the completion of major tasks under the "1025 Special Project" [4] Strategic Focus - CCCC identified eight key areas and twenty sub-sectors for strategic emerging industries, emphasizing offshore wind power, Beidou technology applications, and pipeline laying [5] - The company aims to implement comprehensive support policies for major investments, industry mergers, and technological development in these sectors [5]

Core Viewpoint - China Communications Construction Company (CCCC) reported a revenue of 337.055 billion yuan and a net profit of 9.568 billion yuan for the first half of 2025, indicating a stable financial performance amidst industry transformation [1][2]. Financial Performance - CCCC achieved a revenue of 337.055 billion yuan and a net profit of 9.568 billion yuan, with earnings per share at 0.56 yuan [1]. - The new contract value reached 991.054 billion yuan, a year-on-year increase of 3.14% [1][2]. - The company has distributed approximately 55.6 billion yuan in dividends to shareholders, reinforcing its commitment to shareholder returns [1]. Business Development - The company is focusing on "innovation, green, digital, integration, and sustainability" to stabilize its core business while transitioning towards a greener and more digital future [2]. - The new contract value growth is primarily driven by increased demand in port construction, urban development, overseas projects, and energy engineering [2][3]. - As of June 30, 2025, CCCC holds an unexecuted contract amount of 3,428.988 billion yuan [1][2]. International Expansion - CCCC's overseas business strategy emphasizes "One Belt, One Road" countries, with a new contract value of 200.379 billion yuan in overseas markets, reflecting a year-on-year growth of 2.20% [3]. - The company has signed contracts worth 8.67 billion USD in "One Belt, One Road" countries, accounting for 31% of its overseas contracts [3]. Technological Innovation - CCCC invested 8.891 billion yuan in R&D, representing 2.64% of its revenue, focusing on key technologies and innovative solutions [4][5]. - The company has achieved significant breakthroughs in technology, including the completion of the "1025 Special" phase II tasks, and has established a national key laboratory for coastal and estuarine research [5][6]. Future Outlook - CCCC plans to continue focusing on growth and quality development, with a commitment to achieving its annual targets and enhancing its market position [6].

电力业务：中标（新签）11 个项目，合同价款 1722.39 万元人民币。 （二）服务业 服务业（试验检测、蓝图设计、算力设备租赁及软件开发）新增合同 48 个， 新增合同额 835.21 万元人民币。 证券代码：603843 证券简称：*ST 正平 公告编号：2025-044 正平路桥建设股份有限公司 2025 年第二季度定期经营数据的公告 公司董事会及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。 根据上海证券交易所发布的《上市公司行业信息披露指引第八号—建筑》规 定，现将正平路桥建设股份有限公司（以下简称"公司"）2025 年第二季度主要 经营数据（未经审计）公告如下： 一、主要经营情况 （一）建筑业 2025 年 8 月 29 日 （三）制造业 新增 4 个合同，新增合同额 5.5 万元人民币。 上述经营数据为公司初步统计数据，与公司定期报告披露的相关数据可能存 在差异，仅供投资者参考。 特此公告。 正平路桥建设股份有限公司董事会 ...

Core Viewpoint - China Communications Construction Company (CCCC) reported a revenue of 337.055 billion yuan and a net profit of 9.568 billion yuan for the first half of 2025, indicating a stable financial performance amidst industry transformation [1][2]. Financial Performance - CCCC achieved a revenue of 337.055 billion yuan and a net profit attributable to shareholders of 9.568 billion yuan, with earnings per share at 0.56 yuan [1]. - The new contract value reached 991.054 billion yuan, reflecting a year-on-year growth of 3.14% [1][2]. - The company has distributed approximately 55.6 billion yuan in dividends to shareholders, emphasizing its commitment to shareholder returns [1]. Business Development - The company is focusing on "innovation, green, digital, integration, and sustainability" to stabilize its core business while transitioning towards a "fully green and fully digital" model [2]. - CCCC's new contract value in the emerging business sector was 320.255 billion yuan, accounting for about 32% of total new contracts [1][2]. - The company holds an unexecuted contract amount of 3,428.988 billion yuan as of June 30, 2025 [1][2]. Sector Performance - The domestic port construction contracts amounted to 53.191 billion yuan, showing a year-on-year increase of 15.90%, while dredging contracts reached 63.077 billion yuan, up by 5.69% [3]. - In the overseas market, CCCC signed contracts worth 200.379 billion yuan, with 8.67 billion USD from Belt and Road Initiative countries, representing 31% of overseas contracts [3]. Technological Innovation - CCCC invested 8.891 billion yuan in R&D, accounting for 2.64% of its revenue, focusing on key technologies and innovative solutions [4][5]. - The company has established a national-level innovation platform and achieved significant breakthroughs in core technology, including the completion of the "1025 Special" phase II tasks [5]. - CCCC has received numerous awards, including 54 National Science and Technology Progress Awards and 5 National Technology Invention Awards, showcasing its commitment to innovation [6]. Strategic Focus - The company aims to enhance its international presence and improve domestic and international collaboration through targeted strategies for different countries and industries [3]. - CCCC plans to continue its focus on high-quality development and strategic emerging industries, with specific emphasis on offshore wind power and Beidou technology applications [5][6].

每经记者｜刘志远 每经编辑｜张海妮 215亿元 E市公司市值 2500070014 处罚书文号 2025年度已受罚次数 3次 超排污许可标准排放大气污染物 兖矿能源控股公司被罚50万元 容矿 浮原 上市公司名称 1300亿元 上市公司市值 陕K环罚〔2025〕83号 处罚书文号 2025年度已受罚次数 2次 每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE），自2020年9月起，基于31个省份337个地级市政府发布的环境质量、环境排放和污染源监管 记录等权威数据来源，每周收集剖析中国数千家上市公司及其旗下数万家公司（包括分公司、参股公司和控股公司）的环境信息数据，发布"A股绿色周 报"，旨在借助环境数据库及专业解析、传播能力，让资本市场的上市公司经营活动中的环境信息更加阳光透明。 根据8月第四周收集到的数据，《每日经济新闻》记者发现，共有6家上市公司在近期暴露了环境风险。 ~j本期所涉数据概览 家 上市公司 涉及行业 184.6 万元 可景泉氣额 又环境风险榜涉及上市公司分布情况 建筑装饰 北京市 电力设备 环境违法违规 山东省 煤炭 上海市 医药生物 房地产 广东省 每周更新 每月盘点 覆盖31个 ...

Core Insights - The Saudi-China Business Council emphasizes the strengthening of Saudi-China relations through the 7th China-Arab States Expo, which aligns with Saudi Arabia's Vision 2030 and the Belt and Road Initiative [1] - The council has over 1,500 members across various sectors including real estate, energy, industry, technology, and financial services [1] - Chinese companies are recognized for their contributions to Saudi economic development, particularly in infrastructure, due to their speed, efficiency, and competitiveness [1] Investment and Cooperation - Investment from China to Saudi Arabia from 2021 to October 2024 is expected to see about one-third focused on clean technology sectors such as solar energy, wind energy, and batteries, creating thousands of jobs [1] - Ongoing projects in solar and wind energy are being pursued, with discussions on collaboration in green hydrogen to help Saudi Arabia achieve its net-zero emissions target by 2060 [1] Trade and Future Prospects - The annual trade volume between China and Saudi Arabia has surpassed $100 billion, indicating a stable bilateral relationship with significant growth potential [1] - Future cooperation is anticipated in real estate development, green energy, and smart city construction, aiming for strategic integration rather than just temporary partnerships [1]