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重庆建工:9月18日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-19 08:53
每经头条(nbdtoutiao)——"25基点太少,50基点太多":美联储降息"走钢丝","特朗普代言人"投下唯 一反对票 (记者 王晓波) 每经AI快讯,重庆建工(SH 600939,收盘价:3.43元)9月19日晚间发布公告称,公司第五届第四十八 次董事会会议于2025年9月18日以通讯方式召开。会议审议了《关于公司非公开协议转让参股股权资产 的议案》等文件。 2025年1至6月份,重庆建工的营业收入构成为:房屋建筑工程占比49.32%,基础设施建设与投资占比 36.7%,专业工程占比6.69%,其他收入占比3.64%,建筑装饰占比2.28%。 截至发稿,重庆建工市值为65亿元。 ...
中国建筑9月17日获融资买入1.47亿元,融资余额42.89亿元
Xin Lang Cai Jing· 2025-09-18 01:24
Group 1 - China State Construction Engineering Corporation (CSCEC) experienced a stock price increase of 1.25% on September 17, with a trading volume of 1.532 billion yuan [1] - On the same day, CSCEC had a financing buy-in amount of 147 million yuan and a financing repayment of 190 million yuan, resulting in a net financing outflow of 43.54 million yuan [1] - As of September 17, the total margin balance for CSCEC was 4.292 billion yuan, with the financing balance accounting for 1.83% of the circulating market value, indicating a low level compared to the past year [1] Group 2 - CSCEC's main business includes construction and installation of public and civil buildings, infrastructure project investment and construction, and real estate investment and development, with revenue composition being 62.83% from building construction, 24.67% from infrastructure, and 11.90% from real estate [2] - As of June 30, 2025, CSCEC reported a total revenue of 1,108.307 billion yuan, a year-on-year decrease of 3.17%, while the net profit attributable to shareholders was 30.404 billion yuan, reflecting a year-on-year increase of 3.24% [2] Group 3 - CSCEC has distributed a total of 1,040.48 billion yuan in dividends since its A-share listing, with 331.13 billion yuan distributed in the last three years [3] - As of June 30, 2025, the largest shareholders included Hong Kong Central Clearing Limited with 1.604 billion shares, an increase of 359 million shares from the previous period, and several ETFs also increased their holdings significantly [3]
中国建筑:9月12日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-12 10:09
截至发稿,中国建筑市值为2302亿元。 每经头条(nbdtoutiao)——一次自救,"奥特曼"竟埋下百亿元损失的"时间炸弹",现在被引爆!有人 却在疯狂赚钱⋯⋯ (记者 曾健辉) 每经AI快讯,中国建筑(SH 601668,收盘价:5.57元)9月12日晚间发布公告称,公司第四届第二十一 次董事会会议于2025年9月12日以书面投票表决方式召开。会议审议了《关于吴秉琪不再担任中国建筑 股份有限公司副总裁、总法律顾问的议案》等文件。 2025年1至6月份,中国建筑的营业收入构成为:房屋建筑工程占比62.83%,基础设施建设与投资占比 24.67%,房地产开发与投资占比11.9%,其他行业占比1.78%,设计勘察占比0.45%。 ...
广东建工(002060) - 002060广东建工投资者关系管理信息20250905
2025-09-05 09:50
Group 1: Financial Performance - The company expects to achieve an operating revenue of 75.2 billion CNY and a net profit attributable to shareholders of 1.26 billion CNY in 2025 [1] - As of June 30, 2025, the remaining contract amount for signed but uncompleted projects is approximately 181.7 billion CNY, with an additional 27.4 billion CNY in projects that have been bid but not yet signed [1] - The gross profit margin for construction operations in the first half of the year is stable at 7.27% [2] Group 2: Project and Order Management - The company has undertaken engineering tasks amounting to 122 billion CNY for 2025 [1] - The company emphasizes the management of accounts receivable, focusing on timely collection from ongoing and completed projects [2] - The company has four categories of special qualifications for engineering construction, including water conservancy, municipal engineering, and building construction [1] Group 3: Clean Energy Initiatives - The company has a clean energy installed capacity target of 1 million kW for 2025, with projects primarily located in Xinjiang, Gansu, Guangdong, Hunan, and Shandong [1][2] - The company’s clean energy investments are mainly through self-investment [2] - The first independent energy storage station, Guangdong Yunfu 100MW/200MWh, is expected to be completed in November 2024, with another project in Xinjiang currently under construction [3] Group 4: Cash Flow and Financial Management - The net cash flow from operating activities decreased year-on-year due to concentrated payments for engineering and procurement costs in the first half of the year, influenced by local government debt policies and budget arrangements [2] - The company has eight clean energy equipment manufacturing plants with an annual design capacity of approximately 300,000 tons [2]
安徽建工(600502):项目开工放缓导致收入下滑 利润率平稳
Xin Lang Cai Jing· 2025-09-05 00:27
Core Viewpoint - The company experienced a decline in revenue and net profit in the first half of 2025, attributed to a slowdown in new infrastructure project commencements, despite a stable growth in orders [2][3]. Financial Performance - The company achieved a revenue of 30.185 billion yuan in the first half of 2025, a year-on-year decrease of 9.79% [2]. - The net profit attributable to shareholders was 553 million yuan, down 9.80% year-on-year, with a non-recurring net profit of 504 million yuan, a decrease of 11.54% [1][2]. - In Q2 2025, the revenue was 15.643 billion yuan, reflecting a 21.48% year-on-year decline [2]. Order and Contract Performance - New contracts signed in the first half of 2025 totaled 73.308 billion yuan, an increase of 1.41% year-on-year [2]. - Breakdown of new contracts: - Infrastructure and investment business: 48.444 billion yuan, down 8.45% - Housing construction: 24.864 billion yuan, up 28.37% [2]. Profitability Metrics - The overall gross margin improved to 14.08%, up 1.34 percentage points year-on-year, with infrastructure and investment business gross margin at 12.79%, an increase of 2.17 percentage points [2][3]. - The net profit margin for the first half was 1.83%, unchanged year-on-year, while the non-recurring net profit margin was 1.67%, down 0.03 percentage points [3]. Cash Flow and Financial Health - Operating cash flow net outflow was 2.797 billion yuan, a reduction of 1.022 billion yuan year-on-year, with a cash collection ratio of 111.17%, up 7.92 percentage points [4]. - The asset-liability ratio increased by 0.96 percentage points to 86.66%, and accounts receivable turnover days increased by 56.39 days to 311.42 days [4]. Strategic Initiatives - The company is focusing on optimizing its business structure to enhance future profitability, emphasizing a dual-driven model of "investment + construction" [4]. - New initiatives include expanding into highway investment and smart manufacturing, as well as integrating real estate with park operations and healthcare [4].
宁波建工9月2日获融资买入3073.95万元,融资余额4.40亿元
Xin Lang Zheng Quan· 2025-09-03 01:41
9月2日,宁波建工跌2.71%,成交额2.47亿元。两融数据显示,当日宁波建工获融资买入额3073.95万 元,融资偿还3677.31万元,融资净买入-603.36万元。截至9月2日,宁波建工融资融券余额合计4.40亿 元。 融资方面,宁波建工当日融资买入3073.95万元。当前融资余额4.40亿元,占流通市值的7.50%,融资余 额超过近一年70%分位水平,处于较高位。 融券方面,宁波建工9月2日融券偿还0.00股,融券卖出1300.00股,按当日收盘价计算,卖出金额 7007.00元;融券余量9.00万股,融券余额48.51万元,低于近一年40%分位水平,处于较低位。 资料显示,宁波建工股份有限公司位于浙江省宁波市鄞州区前河南路469号B座22-23楼,成立日期2004 年12月20日,上市日期2011年8月16日,公司主营业务涉及房屋建筑工程勘察、设计、施工、安装,市政 道路桥梁、园林绿化、城市轨道交通的施工,建筑装修装饰、建筑幕墙的设计、施工及预拌商品混凝 土、水泥预制构件等的生产、销售。主营业务收入构成为:房屋建筑51.62%,市政与公用设施 25.72%,安装8.54%,销售建筑材料8.25%,建 ...
中国建筑(601668):Q2归母净利润增6%,红利建筑央企被低估
股 票 研 究 2025H1 经营净现金流净流出减少,工业厂房、能源工程、市政工程新签 增速快。(1)2025H1 经营净现金流-828.3 亿元(2024 年同期-1087.7 亿元), 其中 Q1/Q2 为-958.5/130.2 亿元(2024Q1-Q4 为-966.0/-121.7/317.6/927.8 亿元)。(2)2025H1 新签 25010 亿元同增 0.9%,其中房建 14964 亿元同比 下降 2.3%,基建 8237 亿元同比增长 10%,地产合约销售额 1745 亿元同 比下降 8.9%。从细分结构来看,房建中工业厂房新签合同额 4522 亿元 同比增长 16.2%,科教文卫体设施新签合同额 2454 亿元,其中教育设施 新签合同额 1023 亿元,同比增长 13.5%;基建中能源工程新签合同额 3501 亿元同比增长 34.2%,市政工程新签合同额 1580 亿元增长 43.8%。 中国建筑股息率 4.88%估值底部,市场化建筑龙头被低估。(1)中国建筑 是全球最大的投资建设集团之一,被纳入中证 50、上证 50、富时中国 A50、MSCI 中国 A50 互联互通指数。(2)202 ...
中国建筑:8月28日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-28 19:50
每经头条(nbdtoutiao)——申请超2万份,已开出41家,加盟海底捞,你要准备多少钱?1000万元不算 多,真实"账单"公布 (记者 张喜威) 每经AI快讯,中国建筑(SH 601668,收盘价:5.56元)8月29日发布公告称,公司第四届第二十次董事 会会议于2025年8月28日在北京中建财富国际中心3908会议室召开。会议审议了《关于中国建筑股份有 限公司2025年上半年内部审计工作报告的议案》等文件。 2024年1至12月份,中国建筑的营业收入构成为:房屋建筑工程占比60.43%,基础设施建设与投资占比 25.19%,房地产开发与投资占比14.0%,其他行业占比1.55%,设计勘察占比0.49%。 ...
宁波建工股价微涨0.36% 上半年营收达91.74亿元
Jin Rong Jie· 2025-08-26 16:57
Core Viewpoint - Ningbo Construction's stock price increased by 0.36% to 5.61 yuan as of August 26, 2025, with a trading volume of 5.56 million shares and a transaction amount of 312 million yuan [1] Group 1: Company Overview - Ningbo Construction specializes in housing construction, municipal public works, and building decoration, possessing a complete construction industry chain [1] - The company engages in general contracting, engineering design, and construction industrialization [1] Group 2: Financial Performance - For the first half of 2025, Ningbo Construction reported a revenue of 9.174 billion yuan and a net profit attributable to shareholders of 130 million yuan [1] - The company achieved a business undertaking amount of 12.286 billion yuan, representing a year-on-year growth of 23.37% [1] - The breakdown of business undertakings includes 4.842 billion yuan from housing construction and 5.906 billion yuan from municipal landscaping [1] Group 3: Major Projects - Ningbo Construction successfully won bids for significant projects, including the comprehensive development project in the Ningbo hub's urban integration area [1] Group 4: Market Activity - On August 26, 2025, the net outflow of main funds from Ningbo Construction was 30.451 million yuan, accounting for 0.5% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 58.7509 million yuan, representing 0.96% of the circulating market value [1]
重庆建工2025上半年连续2年中报亏损,归母净利润同比下滑1221.41%
Jin Rong Jie· 2025-08-24 23:06
Core Viewpoint - Chongqing Construction's financial performance in the first half of 2025 shows significant pressure, with a notable decline in revenue and profit, indicating ongoing challenges in the construction and decoration industry [1][3]. Financial Performance - The company reported a revenue of 14.361 billion yuan, a year-on-year decrease of 8.0% [1]. - The net profit attributable to shareholders was -249 million yuan, a staggering year-on-year decline of 1221.41% [1]. - The second quarter net profit was -206 million yuan, reflecting a quarter-on-quarter change of -379.43% [1]. Profitability Indicators - The net profit margin fell from -0.11% in the first half of 2024 to -1.73% in 2025 [3]. - The return on equity decreased to -3.21%, down 2.99 percentage points year-on-year [3]. - The gross profit margin declined from 6.02% to 4.67% over the same period [3]. Operational Efficiency - The inventory turnover days increased to 108.17 days, up 3.99% from the first half of 2024, indicating reduced operational efficiency [6]. - The net cash flow from operating activities was -1.524 billion yuan, showing slight improvement from -1.608 billion yuan in the previous year but still indicating cash flow stress [6]. - The debt-to-asset ratio reached 90.64%, an increase of 0.75 percentage points year-on-year, suggesting a growing debt burden [6]. Institutional Investment - As of the first half of 2025, only one institutional investor held shares in Chongqing Construction, a significant decrease from 18 in the same period of 2024, reflecting diminished confidence among institutional investors [8]. - The company's market capitalization peaked at 41.697 billion yuan on March 23, 2017, and currently stands at 6.923 billion yuan, indicating a required stock price increase of 502.34% to reach its historical high [8].