证券代码：002061 证券简称：浙江交科 公告编号：2025-065 浙江交通科技股份有限公司 2025年第二季度建筑业经营情况简报 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，浙江交通科技股份有限公司现将子 公司浙江交工集团股份有限公司（以下简称"浙江交工"）2025 年第二季度建筑 业经营情况简报如下： 一、订单情况 1.项目概况 | 第二季度 | | 第二季度 | | 本年累计新中标且 | | 本年累计新中标未 | | 截至报告期末历年累 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 新中标且签约项目 | | 新中标未签约项目 | | 签约项目 | | 签约项目 | | 计已签约未完工项目 | | | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | | （个） | （亿元） | （个） | （亿元） ...

Core Viewpoint - The company has shown significant growth in its bidding amounts for infrastructure projects, indicating a strong focus on its core business and a positive outlook for future orders [2][4]. Group 1: Bidding Performance - In Q2, the company achieved a total bidding amount of 37.559 billion yuan, representing a year-on-year increase of 25% [2]. - For the first half of the year, the cumulative bidding amount reached 72.24 billion yuan, up 22.2% year-on-year [2]. - The infrastructure sector accounted for 61.74 billion yuan of the total bidding in the first half, reflecting a growth of 25.88% [2]. - The construction sector saw a cumulative bidding amount of 10.412 billion yuan, with a year-on-year increase of 4.34% [2]. - Other business areas experienced a slight decline, with a cumulative bidding amount of 0.89 billion yuan, down 4.37% year-on-year [2]. Group 2: Future Project Outlook - The company is expected to benefit from the gradual rollout of highway projects in Sichuan Province in the second half of 2024, with multiple highway projects already won as an investor [2][3]. - A total of 36 highway projects were introduced in June 2024, covering approximately 4,100 kilometers and involving a total investment of about 840 billion yuan [2]. - The company successfully won bids for eight highway projects with a total investment exceeding 260 billion yuan [2]. Group 3: Industry Growth Potential - The total scale of highways in Sichuan Province is projected to reach approximately 20,000 kilometers by 2035, indicating sustained demand for construction [3]. - In 2024, Sichuan is expected to complete the construction of 507 kilometers of new highways, bringing the total operational mileage to 10,310 kilometers, ranking third in the country [3]. - The company anticipates that project preparations will accelerate in the second half of 2024, leading to increased order conversion during the peak construction periods in Q3 and Q4 [3]. Group 4: Dividend and Valuation - The company plans to increase its dividend payout ratio from 50% to 60% for 2025, maintaining this level through 2027 [4]. - If the company achieves an estimated profit of 8 billion yuan in 2025, the corresponding dividend yield would exceed 6% [4]. - The projected earnings for 2025-2027 are estimated at 8.29 billion, 9.25 billion, and 10.4 billion yuan, respectively, with current valuations of 9.03, 8.09, and 7.19 times [4].

Core Viewpoint - The announcement details the daily related transactions of Shandong Expressway Co., Ltd., emphasizing that these transactions are necessary for the company's daily operations and do not adversely affect its financial status or operational results [2][11]. Summary by Sections Daily Related Transactions Overview - The board of directors approved the related transactions without requiring shareholder meeting approval, as per relevant regulations [2][3]. - The transactions are structured to meet the company's operational needs, with fair and reasonable terms that do not harm the company's interests [2][11]. Transaction Details - The agreements signed with Qilu Expressway Co., Ltd. include: - Comprehensive service framework agreement with annual limits of RMB 2.6 billion for 2024, RMB 600 million for 2025, and RMB 100 million for 2026 [3]. - Service provision framework agreement with annual limits of RMB 65 million for 2024, RMB 120 million for 2025, and RMB 140 million for 2026 [3]. - Comprehensive procurement framework agreement with annual limits of RMB 650 million for 2024, RMB 55 million for 2025, and RMB 55 million for 2026 [3]. - Comprehensive sales framework agreement with annual limits of RMB 700 million for 2024, RMB 150 million for 2025, and RMB 180 million for 2026 [3]. Related Party Information - Shandong Expressway Group Co., Ltd. is the controlling shareholder of the company, and the transactions constitute related party transactions as defined by regulations [8]. - The group has a solid financial standing and has consistently fulfilled its obligations in previous related transactions without significant defaults [8]. Pricing Policy - The pricing for the services and goods will be determined based on government pricing, government guidance, or market prices, ensuring fairness and reasonableness [9][10]. - If market prices are used, they will be based on comparable transactions and negotiated between the parties [9][10]. Impact on the Company - The related transactions are integral to the company's normal operations, ensuring stability and resource optimization [11]. - The transactions are conducted in good faith and fairness, benefiting the company's long-term development without compromising its independence [11].