| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2025-076 | | --- | --- | --- | | 债券代码：127103 | 债券简称：东南转债 | | 关于取得建筑工程施工总承包特级资质的公告 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。 近日，中华人民共和国住房和城乡建设部（以下简称"住建部"）公告 2025 年第 149 号《住房城乡建设部关于核准 2025 年度第十批建设工程企业资质名单 的公告》。经住建部核准，浙江东南网架股份有限公司（以下简称"公司"）获 得建筑工程施工总承包特级资质，同时获得建筑行业（建筑工程）甲级和建筑行 业（人防工程）专业甲级设计资质。 上述资质的取得，有利于公司进一步拓展总承包业务，推动公司在绿色建筑、 智能建造、光伏新能源等领域持续发力，有利于公司从制造到建造再到创造不断 转型升级，为城市发展增光添彩。并将进一步提升公司的核心竞争力，实现从行 业领军企业向新型国际化平台型绿色建筑企业的战略跃升，为后续公司承接国家 级重大工程、拓展全球高端市场注入强劲动能。 特此公告。 浙江东南网架股份有 ...

Core Viewpoint - The company has recently obtained the highest level of construction engineering general contracting qualification and professional design qualifications, which will enhance its competitive edge and facilitate its expansion into various fields and global high-end markets [1] Group 1 - The Ministry of Housing and Urban-Rural Development has approved the company for the special-grade qualification in construction engineering general contracting [1] - The company has also received Class A qualifications in both construction industry (construction engineering) and professional design for civil air defense engineering [1] - The acquisition of these qualifications is expected to boost the company's core competitiveness and support its ability to undertake major national projects [1] Group 2 - The new qualifications will enable the company to expand its general contracting business and promote transformation and upgrading across multiple sectors [1] - The qualifications are anticipated to inject momentum into the company's efforts to penetrate global high-end markets [1]

证券代码：002135 证券简称：东南网架 公告编号：2025-075 债券代码：127103 债券简称：东南转债 浙江东南网架股份有限公司 关于"东南转债"预计触发转股价格向下修正条件的提示性公告 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。 特别提示： 1、证券代码：002135，证券简称：东南网架 2、债券代码：127103，债券简称：东南转债 3、转股价格：5.60 元/股 4、转股期限：2024 年 7 月 9 日至 2030 年 1 月 2 日（如遇法定节假日或休 息日延至其后的第 1 个工作日） 5、根据《浙江东南网架股份有限公司向不特定对象发行可转换公司债券募 集说明书》（以下简称"募集说明书"）的规定，在本次发行的可转债存续期间， 当公司 A 股股票在任意连续三十个交易日中至少有十五个交易日的收盘价低于 当期转股价格的 85%时，公司董事会有权提出转股价格向下修正方案并提交公司 股东大会表决。 （四）可转债转股价格调整情况 根据《募集说明书》的约定，公司本次发行的"东南转债"初始转股价格为 5.73 元/股。截至本公告披露日，公司历次转股价 ...

证券日报网讯东南网架（002135）10月27日在互动平台回答投资者提问时表示，截至2025年10月20日， 公司股东人数为4.54万户。 ...

Core Insights - The professional engineering sector saw a rise of 0.71% on October 22, with Zhonghua Rock and Soil leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Zhonghua Rock and Soil (002542) closed at 4.46, up 10.12% with a trading volume of 1.99 million shares and a transaction value of 884 million [1] - China Aluminum International (601068) closed at 5.93, up 10.02% with a trading volume of 475,200 shares and a transaction value of 267 million [1] - Tianwo Technology (002564) closed at 9.02, up 10.00% with a trading volume of 555,900 shares and a transaction value of 490 million [1] - Other notable performers include Zhongyan Dadi (003001) up 7.06% and Beifang International (000065) up 5.44% [1] Capital Flow - The professional engineering sector experienced a net inflow of 413 million in main funds, while retail funds saw a net outflow of 742,620 [2][3] - Major stocks like Beifang International and Tianwo Technology attracted significant main fund inflows of 207 million and 110 million respectively [3] - Conversely, retail investors showed a net outflow from several stocks, including Tianwo Technology and Zhonghua Rock and Soil [3]

Core Viewpoint - Southeast Network Frame's stock price has shown a positive trend, with a year-to-date increase of 12.92%, indicating potential investor interest and market confidence in the company's performance [1]. Financial Performance - For the first half of 2025, the company reported a revenue of 4.538 billion yuan, a year-on-year decrease of 27.25% [2]. - The net profit attributable to shareholders was 42.1545 million yuan, reflecting a significant decline of 66.90% compared to the previous year [2]. Shareholder Information - As of September 30, the number of shareholders stood at 47,500, with no change from the previous period [2]. - The average circulating shares per person were 21,976, also unchanged from the prior period [2]. Dividend Distribution - Since its A-share listing, the company has distributed a total of 603 million yuan in dividends [3]. - Over the past three years, the cumulative dividend payout has reached 307 million yuan [3]. Company Overview - Zhejiang Southeast Network Frame Co., Ltd. specializes in the design, manufacturing, installation, and general contracting of steel structure buildings and protective systems [1]. - The company's revenue composition includes: 39.32% from general contracting, 29.59% from steel structure subcontracting, 27.28% from chemical fiber production, and 1.52% from photovoltaic power generation [1].

| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2025-074 | | --- | --- | --- | | 债券代码：127103 | 债券简称：东南转债 | | 浙江东南网架股份有限公司 关于为子公司提供担保的进展公告 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。 一、担保概述 （一）本次担保基本情况 1、浙江东南网架股份有限公司（以下简称"公司"）因全资子公司浙江东 南绿建集成科技有限公司（以下简称"东南绿建"）生产经营发展需要，近日与 杭州银行股份有限公司官巷口支行（以下简称"杭州银行官巷口支行"）签署了 《最高额保证合同》，同意为全资子公司东南绿建与债权人杭州银行官巷口支行 办理各类融资业务所发生的债权债务提供保证担保，本次保证担保的最高融资余 额为人民币 2,200 万元整。 具体内容详见 2025 年 1 月 21 日刊登于《证券时报》《中国证券报》《上 海证券报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn）上的《关于 公司 2025 年度对外担保额度预计的公告》（公告编号：2025-005 ...

Core Viewpoint - Zhejiang Southeast Network Framework Co., Ltd. has announced the provision of guarantees for its subsidiaries, indicating a strategic move to support operational needs and maintain financial stability [1] Group 1: Guarantee Details - The company signed a contract with Hangzhou Bank for a maximum guarantee of 22 million yuan for its wholly-owned subsidiary Southeast Green Building and 44 million yuan for its wholly-owned subsidiary Green Building Steel Products [1] - The total guarantee is within the approved limit of 8.05 billion yuan for the 2025 shareholders' meeting, with an available limit of 7.289 billion yuan after actual occurrences [1] Group 2: Financial Health of Guaranteed Entities - Southeast Green Building has a debt-to-asset ratio of 51.98%, while Green Building Steel Products has a significantly higher ratio of 99.66% [1] - Both entities are not listed as dishonest executors, indicating a level of financial reliability [1] Group 3: Risk Assessment - The board of directors considers the guarantee risk to be controllable, with an effective guarantee limit of 8.535 billion yuan and an actual balance of 1.704 billion yuan, showing no overdue or abnormal situations [1]

Group 1: Industry Overview - The compact fusion energy experimental device (BEST) project in Hefei, Anhui, has made significant progress during the National Day holiday, leading to increased market interest in controllable nuclear fusion concepts [1][4] - Controllable nuclear fusion aims to replicate the sun's energy generation mechanism on Earth, with the potential to provide nearly limitless clean energy if successfully commercialized [3][9] - The fusion energy research in China is transitioning from basic science to engineering practice, with substantial technological breakthroughs achieved [3][4] Group 2: Company Developments - Several domestic companies have made notable advancements in the controllable nuclear fusion sector, with Hezhong Intelligent delivering the first batch of gravity supports for the BEST vacuum chamber [6] - Zhongzhou Special Materials won a contract worth 180 million yuan for the BEST vacuum chamber support components, with this project accounting for 40% of its nuclear power revenue [6] - Southeast Network Framework has secured a contract for embedded components for a fusion energy project, indicating ongoing participation in the sector [7] Group 3: Policy and Market Potential - The Chinese government has been actively promoting the nuclear fusion industry through various policies, including the inclusion of fusion in key development areas and establishing safety regulations [8] - The controllable nuclear fusion market is projected to become a trillion-dollar industry by 2050, with significant growth in global investments from 1.9 billion USD in 2021 to an estimated 9.7 billion USD by 2025 [9]

| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2025-073 | | --- | --- | --- | | 债券代码：127103 | 债券简称：东南转债 | | 浙江东南网架股份有限公司 关于为子公司提供担保的进展公告 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。 二、担保进展情况 公司 2025 年度为下属公司预计担保总额不超过 805,000 万元人民币担保额 度。本次担保在公司股东大会审议通过的担保额度范围内。 本次担保实际发生后公司为下属公司提供担保可用额度为 735,500 万元，公 司对东南钢制品提供担保剩余可用额度为 89,000 万元，对东南碳中和提供担保 剩余可用额度为 26,500 万元。 一、担保概述 （一）本次担保基本情况 1、浙江东南网架股份有限公司（以下简称"公司"）因全资子公司浙江东 南钢制品有限公司（以下简称"东南钢制品"）生产经营发展需要，近日与浙江 萧山农村商业银行股份有限公司（以下简称"萧山农商行"）签署了《最高额保 证合同》，同意为全资子公司东南钢制品与债权人萧山农商行办理各类融资业务 所发生 ...