证券代码：601117 股票简称：中国化学 公告编号：临 2025-058 中国化学工程股份有限公司 关于经营情况简报的公告 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 担个别及连带责任。 现将公司 2025 年 1—10 月主要经营情况公布如下，供各位 投资者参阅。 | 地区 | 合同金额 | | --- | --- | | 境内 | 2526.09 | | 境外 | 600.61 | | 合计 | 3126.70 | 三、 重大合同列示 10 月，公司单笔合同额在人民币 5 亿元以上的重大合同主 要如下： | 序号 | 单位名称 | 项目合同名称 | 合同金额 | | --- | --- | --- | --- | | 1 | 中国化学工程第 | 张掖市晋昌源煤业有限公司 120 万吨捣 | 21.00 | | | 四建设有限公司 | 固炼焦项目 PC 总承包 | | | 2 | 中国天辰工程有 限公司、中国化学 | 陕煤集团榆林化学有限责任公司 1500 万 吨/年煤炭分质清洁高效转化示范项目烯 | 13.55 | | | 工程 ...

Core Insights - The company reported a new contract amount of RMB 845.07 billion for the period from January to October 2025, representing a decrease of 11.8% compared to the same period last year [1] - The overseas contract amount reached RMB 71.16 billion, showing an increase of 7.3% year-on-year [1] Contract Details - Significant new contracts signed in October include: - Guangzhou Huangpu District Longhu Street Urban Village Renovation Project with a contract value of RMB 1.84 billion - Xianggelila Hongxin Mining Co., Ltd. Snow Chicken Ping Copper Mine overall management project valued at RMB 1.35 billion - Jinan Zhangqiu Bu Village 4A Scenic Area Comprehensive Upgrade and Supporting Service Facilities Construction Project valued at RMB 1.14 billion [1]

Core Viewpoint - High Energy Environment is a leading enterprise in the domestic solid waste treatment sector, focusing on solid waste pollution prevention technology and possessing a full industry chain advantage [1] Group 1: Business Performance - In Q3 2025, High Energy Environment achieved a revenue of 10.16 billion, ranking 3rd in the industry out of 35 companies, surpassing the industry average of 3.33 billion and median of 2.4 billion, but below the top two competitors [2] - The main business composition includes hazardous waste resource utilization at 5.205 billion, accounting for 77.68%, environmental operation services at 904 million, accounting for 13.49%, and environmental engineering at 592 million, accounting for 8.83% [2] - The net profit for the same period was 777 million, ranking 8th in the industry, above the average of 369 million and median of 213 million, but below the top two competitors [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 61.57%, lower than the previous year's 62.55% but higher than the industry average of 50.06%, indicating relatively high debt pressure [3] - The gross profit margin for Q3 2025 was 17.85%, an increase from 13.95% year-on-year, but still below the industry average of 25.02%, suggesting room for improvement in profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 16.76% to 40,800, while the average number of circulating A-shares held per household increased by 20.14% [5] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder, holding 46.946 million shares, an increase of 17.8169 million shares from the previous period [5] Group 4: Future Outlook - According to Xinda Securities, the growth in net profit for the first three quarters of 2025 is attributed to rising metal prices, increased capacity in the resource recovery sector, and optimized operational strategies [5] - Revenue projections for 2025 to 2027 are 15.113 billion, 16.476 billion, and 17.457 billion, with net profits of 786 million, 915 million, and 1.063 billion respectively [5] - Galaxy Securities notes that the improvement in profitability and cash flow is mainly due to the release of capacity in the resource recovery sector and the high demand for precious metals [5]

Core Points - The company reported a new contract amount of RMB 760.67 billion for the first nine months of 2025, representing a decrease of 14.7% compared to the same period last year [1] - The overseas contract amount reached RMB 66.90 billion, showing an increase of 10.1% year-on-year [1] Summary by Category New Contracts - The total new contracts signed by the company in the first nine months of 2025 amounted to RMB 760.67 billion, which is a decline of 14.7% from the previous year [1] - The company signed significant engineering contracts in September, with individual contracts exceeding RMB 1 billion [1] Overseas Contracts - The overseas contracts signed during the same period totaled RMB 66.90 billion, marking a year-on-year growth of 10.1% [1]

Core Points - China Metallurgical Group Corporation (China MCC) reported a new contract amount of RMB 760.67 billion for the first nine months of 2025, representing a decrease of 14.7% compared to the same period last year [1] - The new overseas contract amount reached RMB 66.9 billion, showing an increase of 10.1% year-on-year [1] - In September, the company signed five major engineering contracts, each exceeding RMB 1 billion [1]

Core Insights - China Metallurgical Group Corporation (China MCC) reported a new contract value of RMB 760.67 billion for the period from January to September 2025, representing a decrease of 14.7% compared to the same period last year [1] - The new overseas contract value reached RMB 66.9 billion, showing an increase of 10.1% year-on-year [1] - In September, the company secured five major engineering contracts, each exceeding RMB 1 billion [1]

Core Insights - China Metallurgical Group Corporation (China MCC) reported a new contract signing amount of RMB 760.67 billion for the period from January to September 2025, representing a 14.7% decrease compared to the same period last year [1] - The overseas contract signing amount reached RMB 66.9 billion, showing a growth of 10.1% year-on-year [1] Contract Details - Significant new contracts signed in September include: - Zhongmu Fashion Industry Park comprehensive development project: RMB 2.43 billion [1] - Henan Province 5G communication tower and ancillary works contract: RMB 2.30 billion [1] - Shandong Zhongxin Metallurgical Materials Co., Ltd. cold-rolled coated project construction contract: RMB 2.30 billion [1] - "Hongzhaobi" commercial, office, and supporting facilities project: RMB 2.07 billion [1] - Shandong Steel Group Yongfeng Lingang Co., Ltd. advanced special steel industry base phase two construction contract: RMB 1.00 billion [1]

中国化学工程股份有限公司 关于经营情况简报的公告 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。 现将公司 2025 年 1—8 月主要经营情况公布如下，供各位投 资者参阅。 证券代码：601117 股票简称：中国化学 公告编号：临 2025-047 | 序 号 | 单位名称 | 项目合同名称 | 合同金额 | | --- | --- | --- | --- | | 1 | 中国五环工程有 | 赞比亚中大化工 30 万吨/年 MAP 项目 | 约 14.20 | | | 限公司 | 总承包合同 | （折合人民币） | | | 中化二建集团有 | 新疆中鑫环泰能源有限公司 260 万吨 焦炭/年煤焦化多联产（焦化+化产深加 | | | 2 | 限公司 | 工）项目采购、施工（PC）总承包合 | 9.86 | | | | 同 | | | | 中国化学工程第 | 安徽科磊镁业有限公司年产 20 万吨镁 | | | 3 | 三建设有限公司 | 合金板材项目设备采购安装施工总承 | 9.00 | | | | 包 | | | | 中国化 ...

Group 1 - The company reported a new contract amount of RMB 679.57 billion for the period from January to August 2025, representing an 18.2% decrease compared to the same period last year [1] - The overseas contract amount reached RMB 64.22 billion, showing an 8.9% increase year-on-year [1] - The company will participate in a collective performance briefing organized by China Minmetals Corporation on September 29, 2025, to discuss its half-year results [5][6] Group 2 - The performance briefing will be held from 15:00 to 17:00 on September 29, 2025, via video live streaming and online text interaction [6][7] - Investors can submit questions before the briefing until 16:00 on September 28, 2025, through the company's email [8] - The briefing aims to provide insights into the company's operational performance and financial indicators for the first half of 2025 [5][6]

Core Insights - China Metallurgical Group Corporation (China MCC) reported a new contract signing amount of RMB 679.57 billion for the period from January to August 2025, representing an 18.2% decrease compared to the same period last year [1] - The overseas contract signing amount reached RMB 64.22 billion, showing an 8.9% increase year-on-year [1] Summary by Category Contract Performance - New contracts signed in the domestic market decreased by 18.2% year-on-year [1] - The total new contracts signed amounted to RMB 679.57 billion [1] Overseas Contracts - The overseas contracts signed increased by 8.9% compared to the previous year [1] - The total overseas contract signing amount was RMB 64.22 billion [1]