证券日报网讯 2月27日，中国交建在互动平台回答投资者提问时表示，公司股价受宏观经济、行业周 期、市场情绪等多重因素影响。公司高度重视市值管理工作，并清醒认识到在价值创造、业务结构转型 升级、市场预期管理等方面仍有提升空间。下一步公司将持续加强管理等各方面工作。 （文章来源：证券日报） ...

证券日报网讯 2月27日，中国交建在互动平台回答投资者提问时表示，公司在交通基础设施的设计、建 设以及高速公路运营等领域深耕数十年，积累了丰富的数据资产，目前，公司正有序推进数据资产的梳 理、确权与价值评估工作，相关入表数据将在符合会计准则及信息披露要求的前提下，于定期报告中及 时披露。公司高度重视数据资产开发应用，将其作为数字化转型的重要抓手，持续释放数据要素价值。 （文章来源：证券日报） ...

证券日报网讯 2月26日，中国交建在互动平台回答投资者提问时表示，公司不存在应披露未披露的信 息。股价受行业周期、市场情绪等多重因素影响，公司及大股东的回购、增持已充分体现对未来发展的 信心。研发投入是公司技术创新与长远发展的核心支撑，关乎核心竞争力与持续回报能力。公司将综合 经营发展、股东回报等因素，审慎制定并执行市值管理与投资决策，切实维护央企形象与股东利益。 （文章来源：证券日报） ...

资料显示，中国交通建设股份有限公司位于北京市西城区德胜门外大街85号，成立日期2006年10月8 日，上市日期2012年3月9日，公司主营业务涉及从事基建建设、基建设计、疏浚及港口机械制造业务。 主营业务收入构成为：基建建设88.48%，疏浚工程6.92%，基建设计4.08%，其他3.63%，其他(补 充)0.67%。 2月25日，中国交建跌0.86%，成交额6.93亿元。两融数据显示，当日中国交建获融资买入额8281.99万 元，融资偿还4837.05万元，融资净买入3444.94万元。截至2月25日，中国交建融资融券余额合计11.62 亿元。 融资方面，中国交建当日融资买入8281.99万元。当前融资余额11.62亿元，占流通市值的1.22%，融资 余额低于近一年50%分位水平，处于较低位。 融券方面，中国交建2月25日融券偿还1.73万股，融券卖出1.23万股，按当日收盘价计算，卖出金额9.96 万元；融券余量8.48万股，融券余额68.69万元，低于近一年10%分位水平，处于低位。 机构持仓方面，截止2025年9月30日，中国交建十大流通股东中，中国证券金融股份有限公司位居第三 大流通股东，持股4.8 ...

证券日报网讯 2月25日，中国交建在互动平台回答投资者提问时表示，股价受宏观环境、市场情绪、行 业周期等多重因素影响，不同主体存在差异化估值理念。市值管理上，公司将持续聚焦价值创造，深耕 主业提质增效，强化与资本市场沟通，传递投资价值。股份回购严格依规推进，旨在维护股东利益，实 施节奏综合市场情况统筹确定。新业务方面，公司将依托核心优势，重点拓展新能源、绿色基建、智慧 交通等领域，培育新增长点，以稳健发展回报投资者。 （文章来源：证券日报） ...

（编辑 丛可心） 证券日报网讯 2月24日，中国交建在互动平台回答投资者提问时表示，工程项目合同定价一般分为开口 合同与闭口合同两类，对应材料价格及采购均按照风险对等原则统筹安排，相关工作均按制度规范执 行。涉及具体重大影响的经营信息，请查阅公司公开披露信息。 ...

股票近期走势 2026年1月15日至16日，公司通过上海证券交易所回购A股股份合计约209.4万股，拟用于注销，体现资 本优化意图。 经济观察网 基于最新公告和信息，中国交通建设股份有限公司（股票代码：601800/01800）在2026年 有以下公司事件值得关注： 公司高层选举 2026年1月30日，公司临时股东大会审议通过第六届董事会成员选举，宋海良先生获重选为董事长，张 炳南先生续聘为总裁，完成领导层过渡。 公司项目推进 公司持续参与国内外基础设施项目，如2025年签署科威特穆巴拉克·卡比尔港建设合同（价值约40亿美 元），支撑订单储备。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 2026年2月12日，公司公告2025年全年新签合同额为18,836.72亿元，同比增长0.13%，完成年度目标的 93%。 ...

Core Insights - The Chinese airport construction industry is experiencing significant growth, with a projected investment of 140.43 billion yuan in 2024, contributing to a total fixed asset investment of 204.03 billion yuan in civil aviation [9][25]. Industry Overview - Airport construction includes site selection, overall planning, preliminary design, detailed design, implementation, and acceptance of airport projects [2]. - The industry supply chain consists of upstream material and equipment suppliers, midstream construction companies, and downstream airport management departments [2][4]. Industry Policy Background - The "12th Five-Year Plan" focused on constructing international hub and trunk airports, while the "13th Five-Year Plan" continued to enhance their functions and develop general airports [5]. - The "14th Five-Year Plan" aims to accelerate the construction of international airport clusters and improve air transport capacity [5]. Current Industry Development - The airport construction industry is capital-intensive, with significant fixed asset investments supported by policies aimed at boosting economic growth and infrastructure [9]. - From 2016 to 2024, the total fixed asset investment in civil aviation is expected to show a fluctuating growth trend [9]. Competitive Landscape - The industry is characterized by a competitive landscape with various companies holding different levels of qualifications, including 24 companies with first-level qualifications for runway engineering [11][12]. - The market concentration for runway engineering is high, with the top 10 companies capturing 70.13% of the market share [18]. International Competitiveness - Chinese companies have participated in airport construction projects in developing countries, indicating a moderate level of international competitiveness [15][17]. Market Concentration Analysis - In 2024, the top five companies in the air traffic control and weak current engineering sectors accounted for 56.21% of the market share, showing slight growth from 2023 [19]. Regional Competitive Landscape - By the end of 2024, companies with first-level qualifications for airport construction projects are primarily located in Beijing, Sichuan, Liaoning, Guangdong, and Shanxi, with Beijing holding the highest share at 18.8% [22]. Future Development Trends - The industry is moving towards smart, green, balanced regional development, and integrated hub construction, with significant advancements in technology and sustainability [25][27]. - The application of smart technologies is expected to reduce construction time by 15%-20%, and by 2030, major airports will achieve digital operations [27]. - Green construction is becoming a requirement, with 87% of new airport projects planned to incorporate distributed energy systems by 2025 [27]. - The construction strategy is focusing on balancing development between eastern and western regions, with a significant increase in general airports expected by 2030 [27].

Core Viewpoint - On February 23, a total of 34 listed companies had their restricted shares unlocked, with a total market value of approximately 19.007 billion yuan [1] Group 1: Restricted Share Unlocking Details - Luzhou Laojiao (000568) had 2.0425 million shares unlocked under equity incentive restrictions - AVIC Xi'an Aircraft Industry (000768) had 4.3606 million shares unlocked under equity incentive restrictions - Hubei Energy (000883) had 19.2779 million shares unlocked under equity incentive restrictions - Jining Pharmaceutical (000919) had 1.92 million shares unlocked under equity incentive restrictions - Guangji Pharmaceutical (000952) had 2.5209 million shares unlocked under equity incentive restrictions - China Software (600536) had 57,200 shares unlocked under equity incentive restrictions - Xinhua Medical (600587) had 1.7845 million shares unlocked under equity incentive restrictions - Baoxin Software (600845) had 10.2578 million shares unlocked under equity incentive restrictions - China Railway (601390) had 55.9338 million shares unlocked under equity incentive restrictions - China Communications Construction (601800) had 5.593 million shares unlocked under equity incentive restrictions - StarNet Ruijie (002396) had 2.8342 million shares unlocked under equity incentive restrictions - Lopuskin (002333) had 22.3212 million shares unlocked under A-share issuance to legal persons - Wanbangda (300055) had 33.6538 million shares unlocked under A-share issuance to legal persons - Hangyang Co., Ltd. (002430) had 5.2049 million shares unlocked under equity incentive restrictions - Taijia Co., Ltd. (002843) had 949,600 shares unlocked under equity incentive restrictions - Nanda Optoelectronics (300346) had 130,000 shares unlocked under equity incentive restrictions - Anhui Natural Gas (603689) had 2.5064 million shares unlocked under equity incentive restrictions - Zhongyan Dadi (003001) had 97,200 shares unlocked under equity incentive restrictions - Yuanxiang New Materials (301300) had 30.2983 million shares unlocked with extended lock-up period - Yidao Information (001314) had 88.6187 million shares unlocked under pre-issuance restrictions - Tongda Electric (603390) had 579,500 shares unlocked under equity incentive restrictions - Yangzhou Jinqiao (603307) had 50 million shares unlocked under pre-issuance restrictions - Aili Home (603221) had 2.29 million shares unlocked under equity incentive restrictions - Zhili Fang (301312) had 333,900 shares unlocked under equity incentive restrictions - Kuntai Co., Ltd. (001260) had 83.25 million shares unlocked under pre-issuance restrictions - Entropy Technology (301330) had 92.5223 million shares unlocked with extended lock-up period - Yatong Precision (603190) had 596,100 shares unlocked under pre-issuance restrictions - Sanwang Communication (688618) had 87,400 shares unlocked - Longxun Co., Ltd. (688486) had 30.6312 million shares unlocked - Dize Pharmaceutical (688192) had 991,100 shares unlocked - Haohan Depth (688292) had 57.5177 million shares unlocked - Haizheng Biomaterials (688203) had 78.5601 million shares unlocked - Diaomicro (688381) had 55.9536 million shares unlocked - Zhongrun Optics (688307) had 29.8507 million shares unlocked [1]

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the importance of safety and service during the Spring Festival holiday, urging central enterprises to ensure a peaceful and safe celebration for the public [1][2] - SASAC leaders, including Zhang Yuzhuo and Tan Zuojun, conducted inspections and communicated with staff to understand the arrangements for duty and safety during the holiday period [1][2] - Central enterprises are reminded to strengthen risk assessments in key areas and maintain efficient operations to support public festivities [1][2] Group 2 - Tan Zuojun, on behalf of Zhang Yuzhuo, connected with 11 central enterprises via video to check on energy, power supply, major project operations, and communication services [2] - The focus is on tightening the safety production responsibility chain to ensure the stability of essential services such as energy, communication, and transportation during the holiday [2] - The implementation of the Central Eight Regulations is emphasized to ensure a frugal and civilized holiday atmosphere [2]