Core Insights - The company reported significant improvement in its main business profitability quality for the first three quarters of 2025, with a revenue of 322 million and a net profit attributable to shareholders increasing by 105.5% year-on-year [1] - The substantial growth in performance is attributed to enhanced management levels and the effects of recent acquisitions, leading to a structural improvement in profitability and the gradual realization of innovative technologies [2] Group 1: Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 322 million, representing a year-on-year growth of 34% [1] - The net profit attributable to shareholders increased by 105.5% year-on-year, while the net profit excluding share-based payment effects surged by 134.95% [1] - In the third quarter alone, the company recorded a revenue of 114 million, marking a year-on-year increase of 43.44% [1] Group 2: Business Development and Strategy - The company is advancing high-quality development through refined management and continuous improvement in its research and production systems, focusing on technological innovation and industry upgrades [2] - The company is actively implementing ESG sustainable development principles, ensuring high standards in green production while providing quality products and services [2] - In the renewable energy sector, the company is expanding new projects while optimizing existing asset efficiency, ensuring effective operation of existing power plants [2] Group 3: Innovation and Governance - The company emphasizes innovation as a core driver for growth, supported by governance optimization to enhance decision-making efficiency and risk management capabilities [3] - A successful implementation of a restricted stock and stock option incentive plan in 2025 has aligned the goals of shareholders, the company, and the core team, boosting internal motivation and operational performance [3] - The company is accelerating its smart transformation by integrating AI technology into product development, supply chain management, and operational analysis, aiming for enhanced energy efficiency and cost optimization [3]

2025年9月24日，宏润建设集团股份有限公司在宏润大厦召开现场会议，接受了华泰证券研究所、泉果 基金管理有限公司两家机构的特定对象调研。宏润建设财务总监黄全跃、董事会秘书薛锋参与接待，就 公司业务近况、发展规划等多个方面与机构进行了深入交流。 业务近况与利润水平 宏润建设城市基建业务主要集中在长三角区域，凭借装备、技术积累和良好口碑，订单持续获取，营收 规模稳定。公司注重基建业务回款稳定性带来的正现金流，而非追求高毛利率。房产业务处于存量去化 阶段，利润受项目土地增值税清算影响，今年上半年净利润较2024年有所下降。 "建筑 + 新能源 + 科技"战略布局 宏润建设发展战略规划为"建筑 + 新能源 + 科技"。在科技业务布局方面，公司作为浙江民营企业，有 着深厚实业情怀，积极践行新质生产力发展。机器人行业处于量产前期投入阶段，合作方需要资金、应 用场景和生产落地能力。宏润建设不仅拥有盾构换刀机器人联合研发经验和技术储备，还具备工程应用 场景和产业基地资源，与合作方契合度较高。 定增优化资产结构 2022年涉房企业融资政策放开，宏润建设抓住机遇筹划定增，在货币资金充足情况下，于去年成功向特 定对象发行5亿元。 ...