格隆汇9月4日丨宁波建工(601789.SH)公布，公司控股子公司宁波市政工程建设集团股份有限公司（简 称"市政集团"）及全资子公司宁波建工工程集团有限公司（简称"建工集团"）于近日分别收到招标人宁 波市城市基础设施建设发展中心及招标代理人德威工程管理咨询有限公司签发的《宁波市公共资源交易 平台中标通知书》。根据该《中标通知书》及招标文件，市政集团、建工集团分别为环城南路东延快速 路一期工程（主线段、富春江立交段）施工Ⅰ标段、Ⅴ标段中标单位。Ⅰ标段：539,723,243.00，即人 民币伍亿叁仟玖佰柒拾贰万叁仟贰佰肆拾叁元整；Ⅴ标段：576,842,996.00即人民币伍亿柒仟陆佰捌拾 肆万贰仟玖佰玖拾陆元整。 ...

Core Viewpoint - The AI Fund Zhongtai Hongli Value One-Year Holding Mixed Fund (014772) reported a profit of 47.4459 million yuan for the first half of 2025, with a weighted average profit per fund share of 0.0881 yuan and a net asset value growth rate of 6.66% [3] Group 1: Fund Performance - As of September 3, the fund's unit net value was 1.454 yuan, with a one-year cumulative net value growth rate of 30.04%, ranking 192 out of 256 comparable funds [3][6] - The fund's net value growth rate over the past three months was 7.25%, and over the past six months, it was 10.42%, ranking 232 out of 256 and 214 out of 256 respectively [6] - The fund's three-year cumulative net value growth rate was 48.02%, ranking 13 out of 241 comparable funds [6] Group 2: Fund Management and Strategy - The fund manager indicated that there was little change in the types of holdings during the reporting period, but the overall position was slightly reduced due to an assessment of reinvestment risks and opportunity costs [3] - The fund's stock holdings have a high concentration, with the top ten holdings consistently exceeding 60% over the past two years [39] Group 3: Valuation Metrics - As of June 30, 2025, the fund's weighted average price-to-earnings (P/E) ratio was approximately 1.96 times, significantly lower than the industry average of 26.16 times [12] - The weighted average price-to-book (P/B) ratio was about 0.16 times, compared to the industry average of 2.38 times, and the weighted average price-to-sales (P/S) ratio was approximately 0.09 times, against an industry average of 2.05 times [12] Group 4: Growth Metrics - For the first half of 2025, the weighted average revenue growth rate of the fund's stock holdings was -0.06%, and the weighted average net profit growth rate was -0.05% [18] - The weighted annualized return on equity was 0.08% [18] Group 5: Fund Size and Shareholder Composition - As of June 30, 2025, the fund's total size was 751 million yuan, with 1,861 holders collectively owning 535 million shares [30][33] - Management personnel held 3.9159 million shares, accounting for 0.73% of the total, while individual investors held 100% of the shares [33]

Core Viewpoint - The company emphasizes its focus on research and development (R&D) to enhance engineering application technology and breakthrough key core technologies, which are essential for its high-quality development [1] Group 1: R&D Investment - The company's R&D investment is primarily directed towards engineering application technology research and breakthrough key core technologies [1] - This investment supports the company's engineering business characterized by "high, large, new, and sharp" features, addressing challenges posed by geological, climatic, and technical conditions [1] Group 2: Technological Advancements - The company aims to improve its capabilities in green construction, intelligent construction, and industrialized construction [1] - A new "Good House" construction system has been launched this year, with ongoing achievements in BIM technology and construction robotics [1] Group 3: Market Development - The company is actively promoting the industrialization of technological achievements, selecting 11 products, including "New Good House," for initial industrialization promotion [1] - A collaborative support mechanism for application has been established to enhance market share and cultivate new growth drivers for the company's development [1]

Core Viewpoint - China State Construction Engineering Corporation (601668) emphasizes that its market value performance is influenced by various factors, including market preferences and industry characteristics [1] Group 1: Company Strategy - The company focuses on improving the quality of its development as the foundation for market value management, which includes sustainable development prospects, unique competitive advantages, excellent management, stable profit returns, and long-term steady dividend guarantees [1] - The company aims to enhance its ability to return value to shareholders, making high-quality corporate development the basis for shareholder returns [1] - The company is committed to continuously improving its value creation capability and enhancing its technological attributes while maintaining a stable dividend policy [1] Group 2: Capital Operations - The company plans to adopt capital operation methods such as share buybacks and increases in shareholdings at appropriate times to continuously enhance its investment value [1] - The company is dedicated to safeguarding the interests of investors through these strategic initiatives [1]

Group 1 - A new company, Henan Fuhuang Construction Co., Ltd., has been established with a registered capital of 80 million yuan [1] - The business scope of the company includes construction engineering contracting, construction engineering design, and road cargo transportation (excluding hazardous goods) [1] - The company is jointly held by Fuhuang Steel Structure (002743) and other stakeholders [1]

近日，国防科技大学管理保障部发布供应商处理公告，湖南省第三工程有限公司因涉嫌串通投标行为，自2025年9月3日起被暂停参加 全军物资工程服务采购活动资格。 产经新闻爆料电话：0531-85196566 根据军方供应商管理规定，该企业统一社会信用代码为91430300184685082Y，注册地址为湖南省湘潭市岳塘区书院路36号。处理决定 显示，该企业违规行为发生在集中采购过程中，暂停效力范围覆盖全军所有单位。 公开资料显示，湖南省第三工程有限公司是一家有着70年光辉历程的省属国企，隶属于湖南建工集团，拥有中国建筑工程施工总承包 特级资质，是一家以土建施工为主，集水电安装、智能化、装饰装修、物业管理等业务于一体的大型投融建管营集成服务商。 ...

证券代码：600284 证券简称：浦东建设 公告编号：临2025-029 上海浦东建设股份有限公司重大项目中标公告 本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。 近日，上海浦东建设股份有限公司的子公司上海市浦东新区建设（集团）有限公司、上海浦东路桥（集 团）有限公司、上海南汇建工建设（集团）有限公司和上海浦东建筑设计研究院有限公司中标多项重大 项目，中标金额总计为人民币127,123.45万元，具体情况如下： 金额单位：人民币万元 ■■ 特此公告。 上海浦东建设股份有限公司 董事会 二〇二五年九月四日 ...

Group 1 - The company plans to repurchase its A-shares with a total fund of no less than RMB 150 million and no more than RMB 300 million within 12 months from the board's approval date [1][2] - The repurchase aims to enhance investor confidence, improve long-term investment value, and support employee incentive plans [2][7] - The maximum repurchase price will not exceed 150% of the average trading price over the last 30 trading days prior to the board's decision [3][4] Group 2 - The repurchase will be funded through self-raised funds and a special loan of up to RMB 270 million from a bank, with a loan term not exceeding 36 months [5][12] - The estimated number of shares to be repurchased ranges from 16,666,666 to 33,333,332, representing approximately 1.35% to 2.69% of the total issued shares [4][6] - The company has established a dedicated securities account for the repurchase of shares [12] Group 3 - The management believes that the repurchase will not adversely affect the company's operational, financial, or debt repayment capabilities [7][8] - The company will disclose the progress of the repurchase in accordance with relevant regulations, including the results and any changes to the plan [12][13] - The board has authorized the management to handle all matters related to the repurchase within the legal framework [10][11]

证券日报网讯 9月3日晚间，美丽生态发布公告称，2020年4月份，公司控股子公司福建美丽生态建设集 团有限公司（简称"美丽生态建设"）与云南省建设投资控股集团有限公司签署了《公路工程施工专业分 包合同》。近日，合作双方签署了《合同解除协议书》，经双方友好协商，美丽生态建设不再继续承担 原合同约定的施工任务。截至合同解除日，该项目暂结算375，887，566.6元，剩余工程量目前正在逐 步结算中。 （文章来源：证券日报） ...

Group 1 - China Shipbuilding Industry Corporation announced that China Heavy Industry's stock will be delisted on September 5, 2025, with a conversion ratio of 1:0.1339, meaning each share of China Heavy Industry will convert to 0.1339 shares of China Shipbuilding [1] - After delisting, shareholders of China Heavy Industry will not see their A-shares until they are converted to A-shares of China Shipbuilding and the related listing procedures are completed [1] - China Shipbuilding will continue to distribute any cash dividends that were declared but not collected due to freezing or other reasons before the delisting of China Heavy Industry [1] Group 2 - Robotech announced that its subsidiary ficonTEC signed a contract worth approximately €946.50 million for an automated silicon photonics packaging line, which represents over 7.11% of the company's audited revenue for 2024 [2] - The contract is expected to positively impact the company's operating performance for the current and future years [2] - The fulfillment of the contract may be affected by unpredictable factors such as policies and market conditions [2] Group 3 - Dechang Environmental announced a delay of no more than five trading days in responding to an inquiry from the Shanghai Stock Exchange regarding the acquisition of a 40% stake in Huaxin Environmental by its controlling subsidiary [3] - The company is actively organizing a review to ensure an accurate and complete response [3] - Dechang Environmental is committed to fulfilling its information disclosure obligations and aims to expedite the response process [3] Group 4 - Pudong Construction's subsidiary won multiple major projects totaling 1.271 billion yuan [6] - Jindi Group reported a contract signing amount of 2.22 billion yuan in August, a year-on-year decrease of 58.89% [7] - Changyuan Power's electricity generation in August was 3.771 billion kWh, a year-on-year decrease of 6.03% [7] - Hainan Rubber expects a reduction of approximately 0.25 million tons in dry rubber production due to Typhoon "Jianyu" [7] Group 5 - Yema Battery's shareholders plan to collectively reduce their holdings by no more than 3% of the company's shares [7] - Polymeric Control's actual controller and concerted actors plan to reduce their holdings by no more than 3% of the company's shares [7] - Zhichun Technology's controlling shareholder and its concerted actors plan to reduce their holdings by no more than 2.346% of the company's shares [7] - Shapu Aisi's shareholder Chen Dekang plans to reduce his holdings by no more than 2% of the company's shares [7]