每经AI快讯，宁波建工（SH 601789，收盘价：5.66元）10月9日晚间发布公告称，公司子公司浙江鹿明 工程建设有限公司组成的联合体中标温州市丰双片区鞋都单元C-14地块、B-16地块、I-06地块、I-13地 块建设项目。中标金额约14.1亿元。 截至发稿，宁波建工市值为62亿元。 2024年1至12月份，宁波建工的营业收入构成为：房屋建筑和土木工程占比51.62%，市政公用工程占比 25.72%，建筑安装工程占比8.54%，建材物资销售占比8.25%，建筑装饰工程占比2.2%。 （记者 曾健辉） 每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 ...

同时，草案还对"强化风险防范"作出多项规定。如规定，自行管理单位和受托管理单位应当配备安全管 理人员对房屋建筑开展日常检查和年度综合检查。 北京房屋进入老龄化"加速期" 北京市第十六届人民代表大会常务委员会第十九次会议9月24日召开。会议审议《北京市房屋建筑使用 安全条例(草案)》。此次立法解决房屋建筑使用安全突出问题，补短板强弱项，构建保障房屋建筑使用 安全管理的长效机制。 北京市司法局局长崔杨作关于《北京市房屋建筑使用安全条例(草案)》的说明，介绍此项立法的背景和 思路等。崔杨介绍，北京市城镇既有房屋建筑总量约为12亿平方米，其中建成30年以上的房屋面积达 2.3亿平方米，占总面积的18%，并且以每年1.5%-2%的速度增长，房屋进入老龄化"加速期"，房屋使用 安全管理面临挑战。 北京市2011年制定的市政府规章《北京市房屋建筑使用安全管理办法》已经无法适应形势发展变化，亟 需将规章上升为地方性法规，固化行之有效的制度措施以及农房安全隐患排查整治、自建房专项整治等 专项工作中取得的实践成果，进一步建立健全房屋建筑使用安全防范和隐患治理长效机制，明晰各类主 体权责利，提升城市安全韧性，保障人民生命和财产安全 ...

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].

Group 1 - The latest stock price of Hongrun Construction is 7.29 yuan, up 0.14% from the previous trading day, with a trading range of 5.49% [1] - The stock reached a high of 7.57 yuan and a low of 7.17 yuan during the trading session, indicating significant volatility [1] - The trading volume amounted to 9.25 billion yuan, with a turnover rate of 11.17% [1] Group 2 - Hongrun Construction operates in the engineering construction sector, covering municipal engineering, rail transit, and building construction [1] - The company possesses strong construction capabilities and is involved in several key infrastructure projects [1] Group 3 - On August 20, the stock price of Hongrun Construction experienced rapid fluctuations, reflecting active market trading [1] - On that day, the net outflow of main funds was 71,300 yuan, but over the past five days, there has been a net inflow of 69.183 million yuan [1]

Core Insights - China State Construction Engineering Corporation (CSCEC) reported a total new contract value of 26,798 billion yuan for the first seven months of 2025, representing a year-on-year increase of 1.4% [1] - The construction business segment achieved a new contract value of 24,868 billion yuan, with a year-on-year growth of 2.1%, while infrastructure business contracts reached 8,533 billion yuan, up by 7.4% [1] - The real estate segment recorded a contract sales value of 1,930 billion yuan and a sales area of 721 million square meters, with a reduction in the year-on-year decline [1] Construction Business Performance - The domestic business accounted for 23,595 billion yuan, reflecting a 2.6% year-on-year increase [1] - Physical indicators showed a construction area of 153,131 million square meters, new construction area of 15,708 million square meters, and completed area of 10,366 million square meters, indicating positive growth [1] Major Projects and Market Trends - Recent major projects achieved a new high with a total project amount of 28.33 billion yuan, including six housing projects and three infrastructure projects [2] - The average price of new residential buildings in 100 cities increased by 0.18% month-on-month and 2.64% year-on-year in July 2025, indicating a structural recovery trend [2] - The State Council emphasized measures to stabilize the real estate market, which presents opportunities for CSCEC to leverage its integrated capabilities in construction and real estate [2]

Group 1 - The core viewpoint of the announcement is to provide an overview of the company's major operational performance for the first seven months of 2025, highlighting both growth and decline in various segments [1]. Group 2 - The total new contracts signed amounted to RMB 26,798 million, representing a year-on-year increase of 1.4% [1]. - In the construction business, the housing construction segment generated RMB 16,258 million, showing a slight decline of 0.4% compared to the previous year [1]. - The infrastructure segment saw a growth of 7.4%, with new contracts totaling RMB 8,533 million [1]. - The surveying and design segment experienced a decline of 7.2%, with contracts amounting to RMB 77 million [1]. - Domestic contracts totaled RMB 23,595 million, reflecting a year-on-year increase of 2.6%, while overseas contracts were RMB 1,273 million, down by 5.5% [1]. - The total construction area for housing was 153,131 thousand square meters, which is a decrease of 1.2% year-on-year [1]. - The newly started construction area for housing was 15,708 thousand square meters, showing a significant decline of 8.5% [1]. - The completed construction area for housing reached 10,366 thousand square meters, marking an increase of 4.7% compared to the previous year [1].

证券代码：601668 证券简称：中国建筑 公告编号：临 2025-048 2025 年 1-7 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） | 26,798 1.4% | | 一、建筑业务情况 | | | 1. 新签合同额（亿元 RMB） | 24,868 2.1% | | 2. 业务分部（亿元 RMB） | | | 房屋建筑 | 16,258 -0.4% | | 基础设施 | 8,533 7.4% | | 勘察设计 | 77 -7.2% | | 3. 地区分部（亿元 RMB） | | | 境内 | 23,595 2.6% | | 境外 | 1,273 -5.5% | | 4.实物量指标（万 2） m | | | 房屋建筑施工面积 | 153,131 -1.2% | | 房屋建筑新开工面积 | 15,708 -8.5% | | 房屋建筑竣工面积 | 10,366 4.7% | 1 | | 项 目 | ...

Core Insights - The total new contracts signed by the company from January to July 2025 reached 26,798 billion yuan, representing a year-on-year increase of 1.4% [1] - The new contracts in the construction business amounted to 24,868 billion yuan, with a year-on-year growth of 2.1% [1] Contract Breakdown - The new contracts for housing construction were 16,258 billion yuan, showing a slight decline of 0.4% year-on-year [1] - Infrastructure contracts totaled 8,533 billion yuan, reflecting a year-on-year increase of 7.4% [1] - Surveying and design contracts were 77 billion yuan, down 7.2% compared to the previous year [1] Regional Performance - Domestic contracts reached 23,595 billion yuan, marking a year-on-year growth of 2.6% [1] - Overseas contracts amounted to 1,273 billion yuan, which is a decline of 5.5% year-on-year [1] Real Estate Sector - The contract sales in the real estate sector were 1,930 billion yuan, down 7.4% year-on-year [1] - The contracted sales area was 7.21 million square meters, showing a slight decrease of 0.3% year-on-year [1]