格隆汇8月27日丨建工修复(300958.SZ)公布2025年半年度报告，上半年公司实现营业收入3.25亿元，同 比下降35.77%；归属于上市公司股东的净利润-3495.95万元，同比盈转亏；归属于上市公司股东的扣除 非经常性损益的净利润-3840.74万元；基本每股收益-0.22元。 ...

建工修复公告，2025年上半年营业收入3.25亿元，同比下降35.77%。净亏损3495.95万元，上年同期净 利润387.36万元。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

8月26日，建工修复跌0.07%，成交额5394.06万元。两融数据显示，当日建工修复获融资买入额656.43 万元，融资偿还655.37万元，融资净买入1.06万元。截至8月26日，建工修复融资融券余额合计8486.23 万元。 融资方面，建工修复当日融资买入656.43万元。当前融资余额8486.09万元，占流通市值的6.62%，融资 余额超过近一年70%分位水平，处于较高位。 机构持仓方面，截止2025年3月31日，建工修复十大流通股东中，大成景恒混合A（090019）位居第二 大流通股东，持股104.34万股，持股数量较上期不变。 责任编辑：小浪快报 资料显示，北京建工环境修复股份有限公司位于北京市朝阳区京顺东街6号院16号楼3层301，成立日期 2007年11月9日，上市日期2021年3月29日，公司主营业务涉及提供环境修复综合服务,主要包括环境修 复整体解决方案和技术服务等。主营业务收入构成为：环境修复整体解决方案93.12%，技术服务 6.11%，修复商品销售0.70%，其他0.07%。 截至3月31日，建工修复股东户数1.22万，较上期减少6.78%；人均流通股7475股，较上期增加7.27% ...

Group 1 - The company, Beijing Construction Environment Remediation Co., Ltd., has formed a joint venture with Hefei Dongxin Jianbang Environmental Remediation Co., Ltd. to participate in the bidding for the "Jingxian Langqiao Town Wuxi Gold Mine Soil Pollution Source Comprehensive Treatment EPC Project," with a winning bid amount of 32.76 million yuan [1][2] - The transaction is classified as a related party transaction, as Dongxin Jianbang is a related legal entity due to the directorship of its board member [1][3] - The project is within the scope of the company's recent audited net assets, not exceeding 5%, and does not require shareholder approval [2][6] Group 2 - The financial data of Dongxin Jianbang for the year 2024 shows a net asset of approximately 5.51 million yuan, operating income of about 3.83 million yuan, and a net loss of approximately 6.31 million yuan [3] - The joint venture has previously won the "Hefei Paper Mill Soil Remediation Project" in February 2025, with a bid amount of approximately 32.88 million yuan, where the company undertook 30% of the workload [5][6] - The pricing policy for the related party transaction is based on normal business operations and is determined through public bidding, ensuring fair pricing [4][6] Group 3 - The main content of the contract includes payment terms for design and construction fees, with specific percentages outlined for progress payments and quality assurance [4][5] - The total project duration is set at 210 calendar days, with the company taking the lead in project design and coordination, while Dongxin Jianbang will assist in construction activities [5] - The transaction is deemed necessary for the operational needs of both parties and is expected to have no adverse impact on the company's independence or operations [6][7]

Group 1 - The board of directors of Beijing Construction Environment Restoration Co., Ltd. held its 12th meeting of the 4th session on June 18, 2025, in a combined onsite and teleconference format, with all 9 directors present [1][2] - The board approved a joint project with the related party Hefei Dongxin Jianbang Environmental Restoration Co., Ltd. to undertake the "Jingxian Langqiao Town Wuxi Gold Mine Soil Pollution Source Comprehensive Treatment EPC Project" [1][2] - The independent directors of the company reviewed and approved the related party transaction, with a unanimous vote of 9 in favor and no votes against or abstentions [2]

Core Viewpoint - The report from Cinda Securities highlights the increasing demands for environmental quality and low-carbon industrial development during the 14th Five-Year Plan, indicating that energy conservation, environmental protection, and resource recycling are expected to maintain high prosperity levels [1] Group 1: Market Performance - As of June 6, the environmental protection sector rose by 0.46%, underperforming the broader market; the water governance sector increased by 1.38%, while the waste incineration sector declined by 0.31% [2] - The air governance sector saw an increase of 1.01%, while the solid waste sanitation sector dropped by 6.55% [2] Group 2: Industry Dynamics - The Ministry of Ecology and Environment released the "2024 China Ecological Environment Status Bulletin," indicating continuous improvement in national ecological environment quality, with an increase in the proportion of days with good air quality and a decrease in heavy pollution days [2] - A joint implementation plan for ecological protection compensation mechanisms along major rivers was announced, aiming for a stable operation by 2027 and comprehensive coverage by 2035 [2] Group 3: Policy Developments - The National Development and Reform Commission and the National Energy Administration issued a notice promoting the development of green electricity direct connection, which supports the integration of renewable energy production and consumption [3] - This policy is expected to optimize grid allocation and facilitate collaboration between waste incineration power generation and data centers, with several environmental companies actively exploring this new model [3] Group 4: Recommended Companies - Key recommendations include: Huanlan Environment (600323.SH), Xingrong Environment (000598.SZ), and Hongcheng Environment (600461.SH) for their stable profitability and positive cash flow [1] - Companies to watch include: Wangneng Environment (002034.SZ), Junxin Co., Ltd. (301109.SZ), Wuhan Holdings (600168.SH), and others [1]

Legal Matters - The company has won first-instance judgments in two out of the lawsuits disclosed on March 21, 2025, and five cases have been settled through mediation [1][2]. Market Management - Since establishing its market value management system, the company has focused on enhancing soil pollution prevention solutions and expanding into new environmental remediation businesses, securing multiple large-scale solid waste resource utilization and safe disposal projects [2][3]. - The company has implemented a stable cash dividend policy, completing cash dividends for the fiscal years 2020-2023 since its listing in 2021 [2][3]. Financial Performance - The company reported an order backlog of 1.183 billion yuan as of December 31, 2024, with new orders to be announced [5][6]. - The company acknowledges that its stock price is influenced by macroeconomic conditions, market cycles, and investor sentiment, urging investors to remain rational and aware of investment risks [3][4]. Business Development - The company is actively expanding its business in various sectors, including: - Solid waste disposal, with breakthroughs in technology and market reach [5][6]. - Phosphogypsum disposal, with rapid expansion into regions like Yunnan and Inner Mongolia [5][6]. - Comprehensive utilization of red mud and oil sludge treatment technologies [5][6]. - The company has secured significant projects, including a comprehensive land remediation project with a total investment of approximately 1.14 billion yuan [5][6]. Technological Advancements - The company has developed a range of advanced remediation technologies, achieving international leading and advanced levels in several areas, including chemical oxidation, thermal desorption, and in-situ remediation techniques [16][17]. - The application of AI and digital technologies in project management has been effective, with over 20 projects utilizing the developed ecological data information system since 2022 [8][9]. Future Outlook - The company plans to continue focusing on research and development in sustainable remediation technologies, digital platforms, and solid waste resource utilization [12][16]. - The company is exploring potential mergers and acquisitions to expand its business scale and market share, with any plans to be disclosed in accordance with legal requirements [10][12].

Group 1 - The company, Beijing Construction Environment Restoration Co., Ltd., will hold an online performance briefing for the year 2024 on June 6, 2025, from 15:00 to 16:30 [1][2] - The meeting will be conducted in an interactive online format, accessible via the website www.ir-online.cn [1][2] - Investors can submit questions before the end of the briefing through a designated link or by scanning a QR code, and the company will respond to commonly asked questions within the limits of information disclosure [1][2] Group 2 - Key participants in the briefing will include the General Manager, Chief Accountant, Board Secretary, Independent Director, and Sponsor Representative [2] - Contact information for inquiries includes a designated contact person, phone number, fax, and email address [2]

Financial Performance - The company reported a basic earnings per share of -0.0500 yuan for Q1 2025, a decrease of 150% compared to -0.0200 yuan in Q1 2024 [1] - Net profit for Q1 2025 was -0.08 billion yuan, reflecting a significant decline of 166.67% from -0.03 billion yuan in Q1 2024 [1] - The return on equity (ROE) was -0.58% in Q1 2025, down 132% from -0.25% in Q1 2024 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 12.1144 million shares, accounting for 13.31% of the circulating shares, with an increase of 1.1172 million shares compared to the previous period [1] - Beijing State-owned Capital Operation Management Co., Ltd. remains the largest shareholder with 573.97 million shares, representing 6.30% of total share capital [2] - New entrants among the top shareholders include Hou Zhiqiang and Shanghai Yunfeng Private Fund Management Co., Ltd., each holding 50.00 million shares [2] Dividend Policy - The company has announced that it will not distribute dividends or transfer shares this time [3]