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浙江交科(002061) - 2025年第四季度建筑业经营情况简报
2026-01-28 10:30
证券代码:002061 证券简称:浙江交科 公告编号:2026-002 浙江交通科技股份有限公司 2025年第四季度建筑业经营情况简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 3 号——行业信息披露》等相关规定,浙江交通科技股份有限公司现将子 公司浙江交工集团股份有限公司(以下简称"浙江交工")2025 年第四季度建筑 业经营情况简报如下: 一、订单情况 1.项目概况 的关联交易公告》。截至本公告日,本项目投资协议、股东协议已签署,施工协 议尚未签署。 | 序号 | 项目名称 | 合同金额 | 业务模式 | 工期 | 履约情况 | | --- | --- | --- | --- | --- | --- | | | | (万元) | | | | | | 瑞苍高速公路(龙 | | | | 正在履行,合同已签,已完成 项目施工的 100.00%,不存在 | | 1 | 丽温至甬台温复 | 226,814.50 | 施工总承包 | 个月 30 | 未按合同约定及时结算与回 | | | ...
VINCI Construction to acquire Fletcher Construction in $184m deal
Yahoo Finance· 2026-01-21 09:24
VINCI Construction has agreed to acquire Fletcher Construction, a division of New Zealand-based Fletcher Building Group, for NZ$315.6m ($184m). The transaction could rise to NZ$334.1m depending on the resolution of several ongoing contracts. Subject to regulatory approvals, the deal is anticipated to close by the end of 2026. The agreement covers Fletcher Construction Holdings and its three business units in New Zealand: Higgins, which specialises in civil construction and road maintenance; Brian Perry ...
Sterling vs. MasTec: Which Construction Stock Looks Stronger Now?
ZACKS· 2026-01-20 18:36
Core Insights - Ongoing public and private investment is driving demand in the U.S. infrastructure construction sector, with significant activity in transportation, utilities, energy, and data centers [1] - Sterling Infrastructure (STRL) and MasTec, Inc. (MTZ) are well-positioned contractors benefiting from strong project activity and customer demand [1][2] Company Overview: Sterling Infrastructure (STRL) - STRL focuses on higher-margin site development and mission-critical projects, particularly in E-Infrastructure, which is driven by data center and industrial work [2][4] - The E-Infrastructure segment is the primary growth driver, with revenues from data centers increasing over 125% year-over-year in Q3 2025 [5] - STRL reported a backlog of $2.6 billion in Q3 2025, a 64% increase year-over-year, providing visibility through 2026 [7] Company Overview: MasTec, Inc. (MTZ) - MTZ benefits from diversified demand across communications, clean energy, power delivery, and pipeline infrastructure [8][10] - The company reported a record backlog of $16.78 billion as of Q3 2025, reflecting a 21.1% year-over-year increase [12] - MTZ's Power Delivery segment revenues increased by 16.8% year-over-year, driven by investments in transmission and distribution upgrades [10] Financial Performance and Valuation - STRL's earnings estimates for 2026 remain unchanged at $11.95 per share, indicating a 14.6% expected growth year-over-year [17] - MTZ's earnings estimates for 2026 also remain unchanged at $8.20 per share, indicating a higher expected growth of 28.3% year-over-year [19] - STRL is currently trading at a discount compared to MTZ on a forward 12-month price-to-earnings (P/E) ratio basis [15] Investment Outlook - Both companies are positioned to benefit from sustained U.S. infrastructure spending, but STRL shows stronger momentum in mission-critical projects and higher-margin work [20] - STRL's recent share price performance and discounted valuation suggest it may be the more compelling investment at this time compared to MTZ [20]
VINCI strengthens its position in New Zealand through the acquisition of Fletcher Construction
Globenewswire· 2026-01-20 07:45
Nanterre, 20 January 2026 VINCI strengthens its position in New Zealand through the acquisition of Fletcher Construction An annual revenue of about €630 million with a workforce of 2,300 employeesStrengthening VINCI Construction’s position in New ZealandStrong growth in the infrastructure construction market VINCI Construction has signed an agreement to acquire Fletcher Construction, subsidiary of the New Zealand-based Fletcher Building Group. Submitted for approval by the relevant authorities, this acquis ...
四川路桥(600039) - 四川路桥2025年第四季度主要经营数据公告
2026-01-15 09:45
证券代码:600039 证券简称:四川路桥 公告编号:2026-002 四川路桥建设集团股份有限公司 2025 年第四季度主要经营数据公告 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。 四川路桥建设集团股份有限公司(以下简称公司)根据《上海证券交易所上 市公司行业信息披露指引第八号——建筑》的相关规定,现将 2025 年第四季度 主要经营数据(未经审计)公告如下: 二、已签订尚未执行的重大项目进展情况 公司目前无已签订尚未执行的重大项目。 1 | | | | 第四季度 | | 本年累计 | 上年同期累 | | 本年累 | 本年累计 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 分行 | 第四季 度中标 | 中标项目 | 本年累 计中标 | 中标项目 | 计中标项目 | 同比 | 计中标 已签合 | 中标已签 合同项目 | | 序号 | | | 金额 | | 合计金额 | 合计金额 | | | | | | 业 | 项目数 量(个) | ( ...
Construction Partners Stock Paving The Way To Top Its Recent Record High
Investors· 2026-01-13 19:35
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VINCI: ASF successfully issued an 8-year €500 million bond
Globenewswire· 2026-01-12 18:08
Nanterre, 12 January 2026 ASF successfully issued an 8-year €500 million bond ASF has successfully issued a €500 million bond due to mature in January 2034 and carrying an annual coupon of 3.375%. With an oversubscription ratio of almost 4x, the bond issue reflects the market’s trust in the company’s credit ratings (Standard & Poor’s: A-, stable outlook; Moody’s: A3, stable outlook). Performed under its EMTN programme, this issue enables ASF to extend its average debt maturity in excellent conditions consi ...
烟台南站的极限攻坚,16个月再造一个“枢纽”
Qi Lu Wan Bao· 2026-01-08 15:13
2026年初的烟台,寒风凛冽,烟台南站改扩建工地却是一片热火朝天。1月6日,齐鲁晚报·齐鲁壹点记 者来到施工现场探访,数十台大型机械轰鸣作业,数百名工人在紧张施工。 齐鲁晚报·齐鲁壹点 于洋 吕奇 通讯员 许冲 据了解,该工程将全年不停工,确保2027年6月30日这一新的城市交通枢纽如期亮相。 全年不停工 22个专业领域项目交叉作业 1月6日,记者来到烟台南站改扩建工程现场。地下结构开挖区域已初见雏形,巨大的基坑内,工人们有 序奔忙在不同的地块间,勘测地形;不远处,数十台大型机械同时作业,打桩声此起彼伏。 中铁十局烟台南站项目部工程管理部部长徐少侠穿行在施工区域,不时与技术人员交流。"工程已于 2025年10月28日起封闭施工,预计2027年3月进入静态验收阶段。实际上,有效的施工时间只有16个 月。从我们站场改造的施工体量、站房规模等方面来说,任务量是非常大的,工期十分紧张。" 徐少侠提到,这16个月里,还跨越着烟台的两个冬天。考虑施工材料的保温、机械设备的运作效率以及 工人安全和后勤保障等问题,冬季的施工难度更大。为此,项目团队及早部署,加强施工管理,加大人 员和机械设备的投入,确保冬季施工关键节点有序推 ...
客流“双破亿”!粤港澳“三联通”持续提升
Bei Jing Wan Bao· 2026-01-08 11:42
Core Insights - The cumulative passenger flow through the Hong Kong-Zhuhai-Macao Bridge and the Guangzhou-Shenzhen-Hong Kong Express Rail Link has surpassed 100 million, indicating a significant enhancement in connectivity among the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] Infrastructure Development - The Greater Bay Area has six major cross-river and cross-sea channels completed, including the Hong Kong-Zhuhai-Macao Bridge, which has drastically reduced travel time between Hong Kong and Zhuhai/Macao from 3 hours to approximately 45 minutes [2] - The Guangzhou-Shenzhen-Hong Kong Express Rail Link allows travel from Guangzhou South Station to Hong Kong West Kowloon Station in under 50 minutes and from Shenzhen Futian Station to Hong Kong in about 15 minutes [1][2] Policy and Regulation - Recent policies such as "Hong Kong vehicles northbound" and "Guangdong vehicles southbound" have been implemented, facilitating smoother cross-border travel and enhancing the integration of the Greater Bay Area [2][3] - The introduction of smart border control measures, including facial recognition and fingerprint scanning, has significantly simplified the crossing process, reducing wait times to around 10 seconds [3] Economic and Social Integration - The increase in passenger flow reflects the realization of the "one-hour living circle" concept, promoting the seamless movement of talent, capital, and innovation across the Greater Bay Area [2] - Enhanced infrastructure and supportive policies are fostering closer interactions among residents, contributing to a more integrated community within the Greater Bay Area [3][4]
重大工程新台阶 去年上海完成投资首破2500亿元
Jie Fang Ri Bao· 2026-01-08 09:20
上海2025年市重大工程完成情况出炉:全年完成投资首破2500亿元,达2510.1亿元,再上新台阶。 重大工程再上新台阶 去年上海完成投资首破2500亿元 "十四五"总投资额超1.12万亿元 围绕国家战略,一批重点项目取得突破。聚焦建设国际经济中心,格科半导体、长电科技等三大先导产 业项目建设如火如荼,特斯拉储能超级工厂建成投用,雷克萨斯项目开工建设。美的第二总部等产业项 目建成投用,支撑带动区域高质量发展。围绕建设国际航运中心,罗泾港二期工程开工建设,小洋山北 作业区全面铺开,东方枢纽上海东站主体结构全面封顶,浦东机场四期顺利推进。C919总装一体化厂 房结构封顶。围绕建设国际科创中心,磁-惯性约束聚变能源系统关键物理技术项目完成实物工作量, 同济大学张江基地建成投用。LNG新站线投产、海上风电场并网发电,促进全市能源结构转型。 (来源:解放日报 记者 戚颖璞) 过去五年,近半投资额涌向基础设施。从上海市住建委(市重大办)获悉,"十四五"期间,上海市重大 工程总投资额超1.12万亿元,年度投资额逐年增长,推动经济稳步回升向好。自2022年起,连续4年超 2000亿元。其中,城市基础设施完成投资占比44%,包 ...