格隆汇7月30日丨金螳螂(002081.SZ)公布，2025年第二季度新签订单金额合计62.54亿元，中标未签订单 金额合计34.50亿元；截至报告期末累计已签约未完工订单金额合计210.19亿元。 ...

Investment Rating - The report maintains a "Buy" recommendation for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with a broad infrastructure investment growth rate of 8.9% in the first half of 2025, despite a slight decline from previous values [3][30] - Real estate investment continues to face pressure, with a year-on-year decline of 11.2% in real estate development investment in the first half of 2025 [45] - The construction sector is experiencing a slight increase in fund holdings, indicating a low allocation compared to standard configuration ratios [66] Summary by Sections Special Bonds Issuance - The issuance of special bonds has accelerated, with a total of 2.16 trillion yuan issued in the first half of 2025, a year-on-year increase of 45% [6] - The government plans to issue 4.4 trillion yuan in new local government special bonds in 2025, focusing on investment construction and land acquisition [6] Infrastructure Investment - Fixed asset investment (excluding rural households) reached 248,654 billion yuan in the first half of 2025, with a year-on-year growth of 2.8% [27] - The investment in the electricity, heat, gas, and water supply sector grew by 22.8% year-on-year, although it showed a decline from the previous month [35] Real Estate Market - The sales area of commercial housing decreased by 3.5% year-on-year in the first half of 2025, with the decline slightly widening [45] - New housing starts decreased by 20.0% year-on-year, but the decline has narrowed compared to previous months [47] Construction Sector Holdings - The fund's holdings in the construction sector increased slightly to 0.43% by the end of Q2 2025, still below the standard allocation ratio of 1.77% [66] - Major state-owned enterprises remain the focus of institutional investors, with significant increases in holdings for companies like China State Construction and Sichuan Road and Bridge [72]

人民财讯7月30日电，金螳螂（002081）7月30日晚间公告，公司2025年第二季度新签订单金额62.54亿 元。 ...

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]