11月25日，广东建工盘中上涨2.16%，截至09:39，报3.79元/股，成交2076.26万元，换手率0.35%，总市 值142.29亿元。 资金流向方面，主力资金净流出29.24万元，特大单买入124.62万元，占比6.00%，卖出0.00元，占比 0.00%；大单买入195.29万元，占比9.41%，卖出349.15万元，占比16.82%。 分红方面，广东建工A股上市后累计派现21.84亿元。近三年，累计派现16.17亿元。 机构持仓方面，截止2025年9月30日，广东建工十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1823.33万股，相比上期减少928.62万股。南方中证1000ETF（512100）位居第四大流通股 东，持股1032.28万股，相比上期减少7.85万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股611.44万股，相比上期减少1.63万股。广发中证1000ETF（560010）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，广东省建筑工程集团股份有限公司位于广东省广州市荔湾区流花路85号建工大楼9楼，成立 日期2001年12月27日，上市 ...

证券代码：601668 证券简称：中国建筑 公告编号：临 2025-067 2025 年 1-10 月经营情况简报 1 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。 现将本公司 2025 年 1-10 月主要经营情况公布如下，供各位投资者参阅。 | 项 目 | 数 额 | 比上年同期增长 | | --- | --- | --- | | 新签合同总额（亿元 RMB） | 36,065 | 1.0% | | 一、建筑业务情况 | | | | 1. 新签合同额（亿元 RMB） | 33,194 | 2.0% | | 2. 业务分部（亿元 RMB） | | | | 房屋建筑 | 21,991 | 1.5% | | 基础设施 | 11,103 | 3.1% | | 勘察设计 | 100 | -10.4% | | 3. 地区分部（亿元 RMB） | | | | 境内 | 31,502 | 1.9% | | 境外 | 1,691 | 3.2% | | 4.实物量指标（万 m 2） | | | | 房屋建筑施工面积 | 158,811 | ...

Core Viewpoint - Guangdong Construction's stock price has shown a positive trend with a year-to-date increase of 11.08%, despite a slight decline in net profit for the first nine months of 2025 [1][2]. Group 1: Stock Performance - On November 5, Guangdong Construction's stock rose by 2.09%, reaching 3.91 CNY per share, with a trading volume of 115 million CNY and a turnover rate of 1.90% [1]. - The company's total market capitalization is 14.68 billion CNY [1]. - Year-to-date stock price increase is 11.08%, with a 1.82% rise over the last five trading days, 2.62% over the last 20 days, and 6.54% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Guangdong Construction reported operating revenue of 43.39 billion CNY, a year-on-year increase of 5.29%, while net profit attributable to shareholders decreased by 13.35% to 558 million CNY [2]. - The company has distributed a total of 2.18 billion CNY in dividends since its A-share listing, with 1.62 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of October 31, 2025, the number of shareholders is 79,200, a decrease of 2.73% from the previous period, with an average of 19,740 circulating shares per shareholder, an increase of 2.81% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 18.23 million shares, a decrease of 9.29 million shares from the previous period [3].

Core Insights - China State Construction's new contract total for January to September 2025 reached 3,293.6 billion RMB, reflecting a year-on-year increase of 1.4% [1] - The construction business contributed 3,038.3 billion RMB to new contracts, up 1.7% year-on-year [1] Group 1: Contract Performance - New contracts in the housing construction sector amounted to 2,014.6 billion RMB, a year-on-year increase of 0.7% [1] - Infrastructure business new contracts totaled 1,014.4 billion RMB, showing a year-on-year growth of 3.9% [1] - Survey and design business new contracts were 9.2 billion RMB, down 7.4% year-on-year [1] Group 2: Regional Distribution - Domestic new contracts reached 2,886.8 billion RMB, reflecting a year-on-year increase of 2.0% [1] - Overseas new contracts totaled 151.5 billion RMB, representing a year-on-year decline of 4.4% [1] Group 3: Physical Indicators - The total construction area for housing was 1,570.51 million square meters, down 1.5% year-on-year [1] - New housing construction area was 194.54 million square meters, down 7.9% year-on-year [1] - Completed housing area was 141.91 million square meters, up 5.6% year-on-year [1] Group 4: Real Estate Business - Contract sales in the real estate sector for January to September 2025 were 255.3 billion RMB, down 2.0% year-on-year [1] - Contract sales area was 9.52 million square meters, showing a year-on-year increase of 0.7% [1] - At the end of the period, land reserves stood at 74.97 million square meters, with new land acquisitions totaling 6.95 million square meters [1]

证券代码：601668 证券简称：中国建筑 公告编号：临 2025-061 2025 年 1-9 月经营情况简报 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。 | 项 目 | 数 | 额 | 比上年同期增长 | | --- | --- | --- | --- | | 新签合同总额（亿元 RMB） | | 32,936 | 1.4% | | 一、建筑业务情况 | | | | | 1. 新签合同额（亿元 RMB） | | 30,383 | 1.7% | | 2. 业务分部（亿元 RMB） | | | | | 房屋建筑 | | 20,146 | 0.7% | | 基础设施 | | 10,144 | 3.9% | | 勘察设计 | | 92 | -7.4% | | 3. 地区分部（亿元 RMB） | | | | | 境内 | | 28,868 | 2.0% | | 境外 | | 1,515 | -4.4% | | 4.实物量指标（万 2） m | | | | | 房屋建筑施工面积 | | 157,051 | -1.5% | | 房屋 ...

Company Overview - Ningbo Construction announced on October 9 that its subsidiary, Zhejiang Luming Engineering Construction Co., formed a consortium that won the bid for construction projects in Wenzhou, with a total bid amount of approximately 1.41 billion yuan [1] Revenue Composition - For the year 2024, the revenue composition of Ningbo Construction is as follows: - Residential and civil engineering: 51.62% - Municipal public works: 25.72% - Construction installation: 8.54% - Building materials sales: 8.25% - Building decoration: 2.2% [1] Market Capitalization - As of the report, Ningbo Construction has a market capitalization of 6.2 billion yuan [1]

Core Viewpoint - The Beijing Municipal People's Congress is reviewing the draft of the "Beijing Housing Building Safety Regulation," aimed at addressing prominent issues in housing safety management and establishing a long-term mechanism for safety management [1][2]. Group 1: Legislative Background and Purpose - The total area of existing urban housing in Beijing is approximately 1.2 billion square meters, with 230 million square meters (18%) built over 30 years, growing at an annual rate of 1.5%-2%, indicating an accelerated aging of housing [2]. - The existing regulations from 2011 are no longer adequate, necessitating the elevation of these regulations to local laws to solidify effective measures and enhance safety management [2]. Group 2: Safety Management Provisions - The draft emphasizes a preventive approach, mandating that self-managed and entrusted management units must have safety management personnel for daily and annual inspections, with records of these inspections [3]. - It encourages safety assessments based on building type, usage, and age, requiring public buildings over 25 years old to undergo regular safety evaluations [3]. Group 3: Legal Responsibilities and Penalties - The draft prohibits unauthorized changes to building structures, establishing strict procedural requirements for necessary modifications, and mandates that unsafe buildings cannot be rented out or used for business activities [4]. - Legal responsibilities are set for violations such as exceeding design load, unauthorized structural changes, and renting out dangerous buildings, with regulatory bodies required to enforce compliance [5].

Core Viewpoint - Guangdong Construction experienced a stock price decline of 2.04% on September 18, with a current price of 3.85 CNY per share and a total market capitalization of 14.454 billion CNY [1] Financial Performance - For the first half of 2025, Guangdong Construction reported a revenue of 29.312 billion CNY, reflecting a year-on-year growth of 10.64%, while the net profit attributable to shareholders decreased by 23.44% to 350 million CNY [2] - The company has cumulatively distributed dividends of 2.184 billion CNY since its A-share listing, with 1.617 billion CNY distributed over the past three years [2] Stock Market Activity - As of 11:05 AM on September 18, the trading volume was 126 million CNY, with a turnover rate of 2.08% [1] - The stock has increased by 9.38% year-to-date, with a 4.62% rise over the last five trading days and a 10.32% increase over the past 60 days [1] Shareholder Information - As of August 20, the number of shareholders decreased by 2.92% to 75,700, with an average of 20,653 circulating shares per shareholder, an increase of 3.01% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 27.5196 million shares, a decrease of 391,500 shares from the previous period [2]

Group 1 - Guangdong Construction's stock price increased by 2.14% on September 15, reaching 3.81 CNY per share, with a trading volume of 96.51 million CNY and a turnover rate of 1.64%, resulting in a total market capitalization of 14.304 billion CNY [1] - Year-to-date, Guangdong Construction's stock price has risen by 8.24%, with a 3.53% increase over the last five trading days, a 4.38% increase over the last 20 days, and an 11.08% increase over the last 60 days [1] - The company's main business segments include municipal engineering (38.34%), housing construction (21.10%), and hydropower (19.84%), among others [1] Group 2 - As of August 20, the number of shareholders for Guangdong Construction was 75,700, a decrease of 2.92% from the previous period, with an average of 20,653 circulating shares per shareholder, an increase of 3.01% [2] - For the first half of 2025, Guangdong Construction reported a revenue of 29.312 billion CNY, a year-on-year increase of 10.64%, while the net profit attributable to shareholders decreased by 23.44% to 350 million CNY [2] Group 3 - Since its A-share listing, Guangdong Construction has distributed a total of 2.184 billion CNY in dividends, with 1.617 billion CNY distributed in the last three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 27.5196 million shares, a decrease of 391,500 shares from the previous period [3]

Core Viewpoint - The auction of fixed assets belonging to Shanxi Lishan Tourism Investment Co., Ltd. and Yuanqu County Lishan Resort Co., Ltd. is scheduled for September 12-13, 2025, with significant profit potential indicated by the difference between the starting price and the liquidation value [1][3][5]. Group 1: Auction Details - The starting price for the auction is set at 117,933,728 yuan, with a required deposit of 1.5 million yuan and a minimum bidding increment of 60,000 yuan [3]. - The auction will be supervised by the Intermediate People's Court of Yuncheng, Shanxi Province, and will last for one day with a 5-minute extension period for bids [1][3]. Group 2: Asset Valuation - The total liquidation value of the fixed assets is estimated at 159,071,510 yuan, indicating a substantial profit margin compared to the starting price [5]. - The fixed assets include various categories such as buildings, machinery, vehicles, and electronic devices, with the total book value of buildings alone amounting to approximately 350 million yuan [6]. Group 3: Strategic Importance - Lishan is recognized as a national-level nature reserve and forest park, boasting a forest coverage rate exceeding 90%, making it a prime ecological tourism destination [5][8]. - The region's unique combination of natural and cultural resources provides a compelling attraction for tourism project development, enhancing its investment appeal [5]. Group 4: Policy Support - The local government has prioritized ecological tourism as a key development direction, offering substantial support in planning, infrastructure, and promotional activities [8]. - Successful bidders will benefit from policy incentives, including ecological compensation and tax benefits for tourism projects, ensuring a solid operational foundation [8]. Group 5: Operational Advantages - Shanxi Lishan Tourism Investment Co., Ltd. and Yuanqu County Lishan Resort Co., Ltd. have established a stable customer base and a mature operational team, facilitating a smooth transition for new investors [10]. - The existing assets include a comprehensive visitor service system and marketing channels, allowing new owners to quickly enter a profitable operational phase [10]. Group 6: Auction Platform - Alibaba Assets, a platform under Alibaba Group, specializes in digital asset disposal and has been operational for over 10 years, providing a transparent and efficient auction process [12].