近日，宏润建设（002062）集团股份有限公司(002062)接连释放积极信号。 9月28日，宏润建设公告显示，公司成功中标"扩大杭嘉湖南排后续东部通道工程(麻泾港枢纽工程)设计 采购施工(EPC)总承包项目；9月24日，公司在接受调研时表示，目前EPC在手订单中的200MW光伏项 目将于今年内并网。 两则消息不仅反映了公司在传统基建领域的持续竞争力，更凸显了其新能源业务的快速推进与成果落 地。 传统基建基本盘稳固，EPC模式优势突出 EPC模式作为公司核心业务模式之一，能够提供从设计、采购到施工的全过程服务，提升项目整体效率 与成本控制能力。公司在长三角地区的深耕经验，也为承接此类区域性重大水利工程奠定了坚实基础。 数据显示，2025年上半年，公司新承接工程22.73亿元，其中轨道交通、市政工程、公路项目合计占比 达84.87%，显示出在重大工程项目中的持续竞争力。 新能源业务快速崛起，成为第二增长曲线 2025年上半年，宏润建设新能源业务表现亮眼，不仅是收入增速最快的板块，更是利润贡献的重要来 源。截至8月底，子公司青海宏润新能源投资有限公司80兆瓦光伏电站稳定运营，完成发电量8,117.8万 度。同时， ...

为深入贯彻落实《健康中国行动（2019-2030年）》、《"体重管理年"活动实施方案》，中建一局二公司工会、团委联合开 展"活力健康节"暨"体重管理年"实施行动，持续推进公司"十大幸福工程"、"活力健康节"职工思想文体活动方案。 中建一局二公司山东分公司工会联合所辖各项目组织开展"活力健康节"主题活动。各项目因地制宜，先后组织健步走、登 山行、篮球赛等活动。职工们并肩漫步感受夏日风光，在轻松氛围里释放压力、凝聚奋进力量，拉开职工健康生活新序 幕。 山东分公司与郡安里小区D区、E区项目开展"凝心聚力 勇攀高峰"登泰山健步行活动。大家结伴而行，一路畅谈交流、互帮 互助，用脚步丈量泰山风光，登抵唐摩崖时驻足瞻仰石刻、合影留念，在运动中拉近距离，凝聚起并肩奋进的力量，让健 康与协作同行。 中建一局二公司山东分公司科学引导职工关注自身健康，塑造积极生活方式，切实提升职工的归属感、幸福感和获得感， 助力广大职工以更健康的体魄和更饱满的精神，投身于公司高质量发展的新征程中。 幸福中学项目与分公司组织开展的篮球比赛中，大家挥洒汗水、默契配合，尽显运动激情；在项目独自开展的养马岛徒步 行中，大家结伴前行，在亲近自然中锻炼体魄， ...

长江商报消息 ●长江商报记者 张璐 建筑央企中国中铁（601390.SH、00390.HK）持续经营稳健。 9月25日，中国中铁公告称，近期公司中标多个重大工程，包括铁路工程、公路工程和市政及其他工 程，中标价合计约502.15亿元。 作为全球领先的综合建设集团，中国中铁市场地位稳固。2025年上半年，公司实现营收5125亿元，净利 润118.3亿元；新签合同额11086.9亿元，同比增长2.8%。 强劲的经营表现背后，中国中铁持续将研发投入转化为显著的技术优势，在高速铁路、大跨度桥梁、长 大隧道等领域攻克了一系列技术难题。近三个年度，中国中铁年均研发投入约282亿元。 中标多个重大工程项目 高强度研发巩固领先地位 公开资料显示，中国中铁成立于2007年，并于2007年在沪港两地同步上市，依托深厚的行业积淀和央企 平台优势，逐步发展成为全球基建领域的领军企业。自成立以来，公司始终保持稳健发展态势，即便面 临行业周期波动，仍展现出较强的经营韧性。 从近年业绩数据来看，2023年是中国中铁业绩的阶段性高点，当年实现新签合同额3.1万亿元，实现营 业收入、净利润分别为1.26万亿元，334.8亿元，各项核心指标均处 ...

Investment Rating - The industry rating is maintained at "Outperform the Market" [6] Core Viewpoints - The construction index decreased by 1.67%, while the CSI 300 index increased by 0.74%, indicating that the construction sector underperformed the market by 2.42 percentage points. The cleanroom sector is expected to benefit from the rising production expectations in the U.S. and the upcoming third-quarter reports, which may exceed expectations [1][2][3] - The cleanroom sector is experiencing renewed benefits due to U.S. policies that may require semiconductor companies to match domestic production with imports, potentially benefiting companies like TSMC and Micron Technology [2][13] - The construction sector in Sichuan is seeing a significant increase in new bids, with a total of 218 new projects worth approximately 72.2 billion yuan, a year-on-year increase of 22.20% [3][23] - The cement shipment rate and asphalt operating rate have rebounded, indicating a positive outlook for the conversion of physical workloads in construction projects [4][24] Summary by Sections Market Overview - The construction index fell by 1.67% from September 22 to September 26, while the CSI 300 index rose by 0.74%, with only the architectural design sub-sector recording a positive return of 1.02% [5][32] Investment Recommendations - Focus on infrastructure investment opportunities in regions with high growth potential, such as Sichuan, Xinjiang, and Tibet, as well as sectors like hydropower, coal chemical, and nuclear power [1][36] - Emphasize the cleanroom sector, particularly companies like Baicheng Co., Shenghui Integration, and Yaxiang Integration, which are expected to benefit from the ongoing semiconductor industry developments [17][38] Key Projects and Orders - Sichuan Road and Bridge has seen a significant increase in new bids, with a focus on major provincial projects and government special bond projects to accelerate construction progress [3][23] - The cleanroom sector's order volume remains robust, with Baicheng Co. and Shenghui Integration reporting significant year-on-year growth in new orders [18][19] Sector Performance - The cleanroom sector is expected to maintain a high level of activity, driven by domestic demand for new semiconductor production facilities and the ongoing transition of the semiconductor industry [17][21] - The construction sector is experiencing a structural recovery, with a focus on major transportation infrastructure projects and regional opportunities in high-demand areas [36][39]

Core Viewpoint - The completion of the steel structure for the R&D building in Beijing Zhongguancun Comprehensive Bonded Zone marks a significant milestone in the project, showcasing advanced construction techniques and a focus on high-tech industry development [1][3][5]. Group 1: Project Overview - The project is located in Haidian District, Beijing, covering an area of 40 hectares, with the building area of the East District project approximately 140,000 square meters [3]. - The steel structure utilizes a total of 32,000 tons of steel and consists of six individual buildings, with the main structure of the R&D building designed in a "U" shape [3][5]. - The construction team divided the project into seven operational units to expedite the construction process, employing a modular construction approach that includes precise prefabrication of core components [3][5]. Group 2: Construction Techniques - To address the challenges of lifting heavy steel structures, the project team implemented a "ground assembly + hydraulic synchronous lifting + high-altitude precise positioning" technique, reducing high-altitude work by 30% [5]. - The use of hydraulic synchronization systems, reaction force systems, and real-time monitoring systems allowed for efficient ground-level operations [5]. Group 3: Strategic Importance - As the first comprehensive bonded zone in the country characterized by "R&D innovation," the project focuses on high-tech fields such as integrated circuits and healthcare [5]. - The construction of a "pilot workshop" will support enterprises in bridging the gap from technology research and development to product implementation, serving as a key engine for regional industrial innovation and upgrading [5]. - The project's completion is expected to significantly contribute to the integrated development of the Zhongguancun Comprehensive Bonded Zone and Haidian District [5].

当大多数人都在追求"利润最大化"时，严介和却提出了一个反直觉的观点："亏5万不如亏8万"。这句看似违背商 业逻辑的话，恰恰是太平洋建设从一家小建筑公司成长为世界500强企业的核心密码。 "吃亏是福"的商业哲学 严介和的"亏5万不如亏8万"背后，蕴含着独特的商业思维。 "今天的诚信、明天的市场、后天的利润"，这是他常挂嘴边的理念。在严介和看来，短期亏损是购买信任的筹 码，而信誉才是企业真正的无形资产。 他将自己的名字解读为"介于严与和之间"，严中有和，和中有严；对己严，待人和。这种中庸之道体现在商业 上，就是 "精明与厚道的结合" 。 一场豪赌，打开逆袭之门 1992年，严介和靠借来的10万元创办建筑公司后，接到了南京绕城公路的3个涵洞项目。 这是一个经过五次转包的工程，测算下来至少亏损5万元。面对这一看似"陷阱"的机会，严介和做出了惊人决定： 不仅接下项目，而且提出"亏5万不如亏8万"，要求团队用最优质量和最快速度完成。 他带着工人昼夜赶工，140天的工作量仅用72天完成，最终亏损8万元，但工程质量全优。这一"傻事"却成为太平 洋建设最好的口碑广告。第二年，工程指挥部将大量配套项目交给他，公司净赚800万元。 ...

Group 1 - The signing ceremony and oath-taking conference for the China State Construction Engineering Corporation (CSCEC) Jiaxing Wanshanghui Complex project aims to enhance collaboration among various parties and inject strong momentum for high-quality project advancement through party-building initiatives [1] - Project representatives and joint unit representatives signed a "military order" for project completion, committing to construction quality and progress, demonstrating the team's determination and responsibility to complete the project on time and to high standards [1] - The Jiaxing Wanshanghui Complex project, located at the intersection of Keji Avenue and Wushui Road in Jiaxing City, Zhejiang Province, includes residential and commercial functions, with a total construction area of approximately 198,200 square meters [1] Group 2 - The project is positioned as a large core representative and landmark complex for Jiaxing County's high-speed rail new city, expected to become a new commercial center and contribute significantly to regional development [1] - The unveiling of the "Shanglian" CSCEC cultural demonstration point and the awarding of "Commando Team" flags to participating units solidify the foundation for multi-party cooperation and clarify the construction goals and direction for the next phase [1]

近日，记者从中交第一航务工程局有限公司(简称"中交一航局")获悉，其在上海证券交易所成功发行央 企首单、建筑行业首单数据资产ABS，发行规模2.58亿元，优先级价格2.12%，认购倍数3.33倍，在债 券市场大幅波动的背景下，逆势创下该公司资产证券化产品历史最低价格。 近年来，中交一航局积极响应中央金融工作会议精神，依托"司库监控系统数据资产"、"土木工程检测 数据集"、"水运工程BIM模型资源库"等数据资产，在信科集团和中交财务公司的助力下，高效完成数 据资产ABS的发行。 中交一航局相关负责人认为，此次成功发行数据资产ABS，开创了数据金融化创新应用的新突破，实现 了数据资源从"入表"到"融资"的关键跨越，此举将为建筑行业提供创新的融资路径，显著压降融资成 本，高效释放数据资产的内在价值，赋能企业财务数智转型，推动建筑行业数字化发展。 中交一航局是中交集团核心子公司，拥有国家级企业技术中心和博士后科研流动站，在港口航道、跨海 通道、海洋工程等领域形成了一批核心技术优势，具备大型沉管隧道、深水码头、海上风电等工程的施 工能力，完成了港珠澳大桥、深中通道、大连湾海底隧道建设。 ...

Core Points - Hebei Construction Group Co., Ltd. has been fined a total of 1,968,178.21 yuan by the Civil Aviation Administration of China, East China Region [1] - The company was also fined 4,114 yuan by the Southwest Region Administration on September 11, 2025 [2] - Additionally, on September 8, 2025, the company faced a fine of 185,855.73 yuan for not adhering to engineering design specifications during construction [2][3] Summary by Category Fines and Penalties - The total fine imposed on Hebei Construction Group amounts to 1,968,178.21 yuan [1] - A separate fine of 4,114 yuan was issued on September 11, 2025, for unspecified reasons [2] - The company was penalized 185,855.73 yuan for failing to follow engineering design drawings on a project in Zhuji City [2][3] Company Background - Hebei Construction Group was established from the merger of two central state-owned enterprises in 1964 and was restructured into a joint-stock company in 2017, subsequently listed on the Hong Kong Stock Exchange [6]

登录新浪财经APP 搜索【信披】查看更多考评等级 特别提示： 1.案件所处的诉讼阶段：一审反诉阶段； 2.上市公司子公司所处的当事人地位：控股子公司迁安市华控环境投资有限责任公司（以下简称"迁安 华控"）为反诉原告；成都建工集团有限公司（以下简称"成都建工"）为反诉被告； 3.涉案金额：暂计50,423,542元； 4.对上市公司的影响：目前案件尚未开庭，反诉事项对公司本期利润或期后利润的具体影响尚存在不确 定性。 一、案件基本情况 2025年7月28日，公司控股子公司迁安华控收到河北省唐山市中级人民法院（以下简称"唐山市中院"） 发送的《民事诉状》等法律文书。成都建工就与公司控股子公司迁安华控签订的《河北省建设工程施工 合同》（以下简称"施工合同"）所产生的纠纷问题，向唐山市中院提起诉讼。有关本案的详细情况详见 公司于2025年7月30日在指定信息披露媒体发布的《关于控股子公司迁安华控收到〈民事诉状〉的公 告》（公告编号：2025-40）。 二、诉讼的进展情况 迁安华控于近期向唐山市中院提交了《民事反诉状》，对成都建工在施工合同履行过程中的违约行为进 行了反诉。2025年9月26日，反诉获得唐山市中院受理。 ...