一、2025 年第二季度订单情况 单位：人民币万元 证券代码：002047 证券简称：*ST 宝鹰 公告编号：2025-039 深圳市宝鹰建设控股集团股份有限公司 2025年第二季度主要经营情况简报 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，深圳市宝鹰建设控股集团股份有限 公司（以下简称"公司"）2025 年第二季度主要经营情况如下： | 业务类型 | 新签订单金额 | 截至报告期末累计已签约 未完工合同金额（不含已完 工部分） | 已中标尚未签 约订单金额 | | --- | --- | --- | --- | | 公共装修 | 798.61 | 89,370.02 | 9,380.53 | | 住宅装修 | 0.00 | 10,611.91 | 3,048.25 | | 建筑工程 | 1,500.00 | 141,807.60 | 0.00 | | 合计 | 2,298.61 | 241,789.53 | 12,428.78 | 二、其他说 ...

Company Overview - Tongce Medical closed at 47.47 yuan, up 10.01%, with a rolling PE ratio of 41.45, marking a new low in 87 days, and a total market capitalization of 21.233 billion yuan [1] - The company's main business is providing oral medical services and research, with key products including medical services, product sales, construction engineering, and comprehensive service fees [1] Financial Performance - For Q1 2025, Tongce Medical reported operating revenue of 745 million yuan, a year-on-year increase of 5.11%, and a net profit of 184 million yuan, up 6.22% year-on-year, with a gross profit margin of 44.21% [1] Industry Comparison - The average PE ratio for the medical services industry is 46.96, with a median of 54.55, placing Tongce Medical at 26th in the industry ranking [2] - The company has 16 institutional holders, all of which are funds, holding a total of 11.4144 million shares valued at 471 million yuan [1]

Core Viewpoint - The company, Chongqing Construction Engineering, focuses on construction projects including building engineering, municipal engineering, and highway engineering, while also expanding its operations into external markets such as Tibet [1] Group 1: Business Operations - The company's main business areas include construction engineering, municipal engineering, and highway engineering [1] - It has several subsidiaries that possess qualifications for various construction contracts, including hydropower, municipal public works, and demolition operations [1] Group 2: Market Expansion - In recent years, the company has actively expanded its market presence outside its home region [1] - Projects in Tibet involve both building engineering and infrastructure engineering [1]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Tongce Medical, which closed at 42.73 yuan, marking a 1.69% increase, with a rolling PE ratio of 37.31, the lowest in 65 days, and a total market capitalization of 19.113 billion yuan [1][2] - In comparison to the industry, Tongce Medical's PE ratio of 37.31 is below the average of 44.90 and the median of 45.97 for the medical services sector, ranking 25th among its peers [1][2] - As of the first quarter of 2025, 10 institutions hold shares in Tongce Medical, with a total of 9.1247 million shares valued at 377 million yuan [1] Group 2 - Tongce Medical specializes in oral medical services, including the provision of medical services, product sales, construction engineering, and comprehensive service fees [1] - The latest financial results for the first quarter of 2025 show that the company achieved an operating income of 745 million yuan, a year-on-year increase of 5.11%, and a net profit of 184 million yuan, up 6.22%, with a gross profit margin of 44.21% [1]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Tongce Medical, which closed at 41.92 yuan with a rolling PE ratio of 36.61, marking a new low in 25 days, and a total market capitalization of 18.75 billion yuan [1] - The average PE ratio for the medical services industry is 43.29, with a median of 47.24, positioning Tongce Medical at the 25th rank within the industry [1][2] - As of May 28, 2025, the number of shareholders in Tongce Medical is 83,145, a decrease of 1,346 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - Tongce Medical specializes in providing oral medical services and research, with its main products including medical services, product sales, construction engineering, and comprehensive service fees [1] - In the latest quarterly report for Q1 2025, the company achieved a revenue of 745 million yuan, reflecting a year-on-year growth of 5.11%, and a net profit of 184 million yuan, with a year-on-year increase of 6.22%, and a sales gross margin of 44.21% [1]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Tongce Medical, which closed at 40.74 yuan with a PE ratio of 35.58 times, and a total market capitalization of 18.223 billion yuan [1][2] - The average PE ratio for the medical services industry is 39.95 times, with a median of 41.77 times, positioning Tongce Medical at the 26th rank within the industry [1][2] - As of the first quarter of 2025, 21 institutions hold shares in Tongce Medical, including 18 funds, with a total holding of 209.5898 million shares valued at 9.488 billion yuan [1] Group 2 - Tongce Medical's main business focuses on providing oral medical services and research, with key products including medical services, product sales, construction engineering, and comprehensive service fees [1] - The latest financial results for the first quarter of 2025 show that the company achieved an operating income of 745 million yuan, representing a year-on-year increase of 5.11%, and a net profit of 184 million yuan, up by 6.22%, with a gross profit margin of 44.21% [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Tongce Medical, which operates in the dental healthcare sector [1][2] - As of May 16, Tongce Medical's closing price was 40.62 yuan, with a decline of 1.43%, resulting in a rolling PE ratio of 35.47 times and a total market capitalization of 18.169 billion yuan [1] - The average PE ratio for the healthcare services industry is 37.33 times, with a median of 39.22 times, positioning Tongce Medical at 26th place within the industry [1][2] Group 2 - As of the first quarter of 2025, 21 institutions held shares in Tongce Medical, including 18 funds, with a total holding of 209.5898 million shares valued at 9.488 billion yuan [1] - The main business of Tongce Medical includes providing dental healthcare services and research, with key products being medical services, product sales, construction engineering, and comprehensive service fees [1] - The latest financial results for the first quarter of 2025 show that the company achieved an operating income of 745 million yuan, a year-on-year increase of 5.11%, and a net profit of 184 million yuan, reflecting a year-on-year growth of 6.22%, with a gross profit margin of 44.21% [1]

Group 1: Financial Performance - In 2024, the company achieved a revenue of 6.249 billion, with the construction engineering business generating 4.610 billion, decoration engineering 1.202 billion, and decoration design 29.48 million [5] - The new energy business revenue reached 202 million, increasing its revenue share from 2.3% to 3.23%, with a year-on-year growth of 41.49% [5][10] - The company’s operating cash flow turned positive to 82.933 million, with cash reserves increasing by 81% year-on-year [6] Group 2: Strategic Developments - The company is actively pursuing the sale of idle assets and subsidiary equity, with estimated transaction values of 70-100 million for property and 924-1,155 million for mining equity [6] - The company successfully expanded into the Hong Kong market, winning a significant environmental project valued at over 64.39 million HKD [4] - The company plans to enhance its presence in the green energy sector, focusing on solar, charging stations, and smart electronic devices [3][8] Group 3: Market Position and Competitive Advantage - The company has established a comprehensive industrial chain in the stone industry, which supports its diverse business operations and reduces procurement costs [4] - The company is leveraging its brand strength and project experience, having won multiple national awards for its construction projects [12] - The company aims to optimize its resource allocation and improve cash flow management to enhance its competitive edge [7][12] Group 4: Future Outlook - In 2025, the company plans to continue optimizing its industrial layout and resource allocation, focusing on enhancing cash flow and management systems [7] - The company aims to deepen its market penetration in the Guangdong-Hong Kong-Macao Greater Bay Area while expanding nationally [10] - The company is exploring opportunities in the "Belt and Road" initiative to further its international market reach [10]

Core Points - The company is preparing for the 2024 Annual General Meeting (AGM) to ensure the protection of investors' rights and maintain order during the meeting [2][3] - The company will discuss several key proposals, including the impairment of long-term equity investments and the annual financial report [4][8] - The company has faced significant challenges in its construction subsidiary, Tianyuan Construction, leading to a substantial decline in performance and necessitating the recognition of impairment losses [6][7] Meeting Procedures - Shareholders must register to attend the AGM, with specific requirements for both corporate and individual shareholders [2][3] - The meeting will include a voting process that combines both in-person and online participation [3][4] - The agenda includes the election of vote counters, reading of proposals, and a session for shareholder questions and discussions [4][5] Financial Performance - For the reporting period, the company reported a revenue of 48,178.29 million yuan, a decrease of 6.73% year-on-year, and a net loss of 9,622.51 million yuan, which is a reduction in losses compared to the previous year [10][15] - The total assets of the company stood at 239,610.39 million yuan, reflecting a decline of 1.89% year-on-year [10][15] - The company’s construction subsidiary, Tianyuan Construction, reported a significant drop in revenue and profitability due to increased competition and rising costs [6][12] Investment and Strategic Adjustments - The company is actively expanding its investment business through participation in private equity funds to enhance its resource acquisition and strategic goals [13][14] - The acquisition of Tianli Power, a wholly-owned subsidiary of the controlling shareholder, is expected to improve the company's financial stability and operational capabilities [14] - The company aims to adapt to industry trends by focusing on technology services and enhancing its role in the innovation ecosystem [22]

证券代码：002047 证券简称：*ST 宝鹰 公告编号：2025-029 深圳市宝鹰建设控股集团股份有限公司 2025年第一季度主要经营情况简报 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，深圳市宝鹰建设控股集团股份有限 公司（以下简称"公司"）2025 年第一季度主要经营情况如下： 一、2025 年第一季度订单情况 单位:人民币万元 | 业务类型 | 新签订单金额 | 截至报告期末累计已签约 未完工合同金额（不含已完 工部分） | 已中标尚未签 约订单金额 | | | --- | --- | --- | --- | --- | | 公共装修 | 6,049.79 | 102,228.96 | | - | | 住宅装修 | 6,367.66 | 12,812.88 | | - | | 建筑工程 | 11,359.71 | 146,619.90 | | - | | 合计 | 23,777.17 | 261,661.74 | | - | 二、其他说 ...