供应链管理及房地产开发
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研报掘金丨太平洋证券:维持建发股份“增持”评级,供应链盈利稳
Ge Long Hui· 2026-02-25 08:48
格隆汇2月25日|太平洋证券研报指出,经建发股份初步测算披露, 2025年度实现营业收入6,736 亿元 到6,936亿元之间。预计公司将会在26-27年,优化以上2类泛地产子公司的精细化管理力度,降本增 效。随着我国存量房改善性需求的持续释放,家居零售市场有可能在26年底逐渐恢复稳健的状态。25年 公司海外供应链业务规模约140亿美元,同比增长约37%,稳健盈利。叠加公司已发布未来5年的供应链 三大战略目标,看好公司此举,有望奠定未来业绩增长空间,继续维持"增持"评级。 ...
建发股份(600153.SH):2025年度预亏52亿元至100亿元
Ge Long Hui A P P· 2026-01-23 13:26
格隆汇1月23日丨建发股份(600153.SH)公布,经财务部门初步测算,预计2025年度实现归母净利润-100 亿元到-52亿元;预计2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润-65亿元到-33亿 元。 ...
建发股份荣获第十四届金融界“金智奖”ESG践行卓越案例,可持续发展理念深植业务基因
Jin Rong Jie· 2025-12-29 03:01
Core Viewpoint - The "2025 Financial Summit" held on December 26 in Beijing highlighted the importance of green development and corporate social responsibility, with Jianfa Co. winning the "ESG Exemplary Case" award for its outstanding practices in these areas [1][3]. Group 1: Event Overview - The summit gathered hundreds of leaders and guests from regulatory bodies, industry associations, financial institutions, listed companies, and media [1]. - The "Golden Intelligence Award" results were announced, focusing on high-quality development and aligning with the strategic direction of the 14th Five-Year Plan [3]. Group 2: Jianfa Co.'s Achievements - Jianfa Co. was recognized for its systematic efforts in green development, social responsibility, and corporate governance, marking a significant acknowledgment of its long-term commitment to ESG practices [3][4]. - The company has been disclosing its social responsibility reports for 12 consecutive years since 2010 and upgraded its ESG report to a sustainable development report in 2023 [3][4]. Group 3: ESG Practices and Commitments - Jianfa Co. has committed to achieving "carbon peak" by 2030 and "carbon neutrality" by 2060, with the release of its first "Carbon Neutrality White Paper" [4]. - The company adheres to national green building standards and has completed 12 new green building projects in 2024, contributing to its green development initiatives [4]. - Jianfa Co. integrates the United Nations Sustainable Development Goals (SDGs) into its operations and has established a community policy to enhance collaboration with local communities [4]. Group 4: Industry Recognition and Ratings - Jianfa Co. maintains a leading position in ESG ratings, scoring 45 in the S&P Global Corporate Sustainability Assessment, placing it in the top 12% globally [5]. - The company received an A rating from Huazheng Index and an A- rating in the Hang Seng Sustainable Development Index, ranking in the top 10% of the market [5].