| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2026-008 | | --- | --- | --- | | 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、担保情况概述 （一）本次担保的基本情况 为满足全资子公司成都东南钢结构有限公司（以下简称"成都东南"）生产 经营发展需要，浙江东南网架股份有限公司（以下简称"公司"）近日与中国光 大银行股份有限公司成都分行（以下简称"光大银行成都分行"）签署了《最高 额保证合同》，同意为全资子公司成都东南和与债权人光大银行成都分行办理各 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本金余额为人 民币 11,000 万元整。 （二）本次担保事项履行的内部决策程序 公司于 2025 年 1 月 20 日召开第八届董事会第十九次会议、2025 年 2 月 10 日召开的 2025 年第一次临时股东大会审议通过了《关于公司 2025 年度对外担保 额度预计的议案》，同意公司为合 ...

东南网架公告称，为满足全资子公司成都东南生产经营需要，公司与光大银行成都分行签署《最高额保 证合同》，为其提供最高本金余额1.1亿元的保证担保。该担保金额在公司股东大会审议通过的额度范 围内，无需再提交审议。成都东南2025年1 - 9月营收38941.92万元，净利润 - 4819.32万元。截至公告披 露日，公司有效对外担保额度累计85.35亿元，实际担保余额16.31亿元，占2024年末经审计净资产的 25.09%。 ...

东南网架(002135.SZ)发布公告，公司于近日收到招标单位杭州萧山城市有机更新有限公司发来的《中 标通知书》，确定公司与杭州市建筑设计研究院股份有限公司组成的联合体为"杭政储出(2025)101号商 业综合体新建项目EPC工程总承包项目"的中标单位。本项目中标总金额为人民币4.84亿元。 ...

东南网架（002135）(002135.SZ)发布公告，公司于近日收到招标单位杭州萧山城市有机更新有限公司 发来的《中标通知书》，确定公司与杭州市建筑设计研究院股份有限公司组成的联合体为"杭政储出 (2025)101号商业综合体新建项目EPC工程总承包项目"的中标单位。本项目中标总金额为人民币4.84亿 元。 ...

格隆汇2月11日丨东南网架(002135.SZ)公布，近日收到招标单位杭州萧山城市有机更新有限公司发来的 《中标通知书》，确定公司与杭州市建筑设计研究院股份有限公司组成的联合体为"杭政储出（2025） 101号商业综合体新建项目EPC工程总承包项目"的中标单位。本项目中标总金额为人民币4.84亿元。 ...

东南网架公告，近日收到招标单位杭州萧山城市有机更新有限公司发来的《中标通知书》，确定公司与 杭州市建筑设计研究院股份有限公司组成的联合体为"杭政储出（2025）101 号商业综合体新建项目 EPC 工程总承包项目"的中标单位。本项目中标总金额为人民币4.84亿元。 ...

关于中标 EPC 项目的公告 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。 浙江东南网架股份有限公司（以下简称"公司"）于近日收到招标单位杭州 萧山城市有机更新有限公司发来的《中标通知书》，确定公司与杭州市建筑设计 研究院股份有限公司组成的联合体为"杭政储出（2025）101 号商业综合体新建 项目 EPC 工程总承包项目"的中标单位。本项目中标总金额为人民币 48,437.7099 万元。本次中标项目为联合体中标，公司所涉及签约金额以后续各方签订具体实 施协议约定为准。现将有关情况公告如下： 一、中标通知书的主要内容 1、项目名称：杭政储出（2025）101 号商业综合体新建项目 EPC 工程总承 包项目 | 证券代码：002135 | 证券简称：东南网架 | 公告编号：2026-007 | | --- | --- | --- | | 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 二、项目中标对公司的影响 1、本项目中标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，有助于提升公 ...

| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2026-006 | | --- | --- | --- | | 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、担保情况概述 （一）本次担保的基本情况 公司于 2025 年 1 月 20 日召开第八届董事会第十九次会议、2025 年 2 月 10 日召开的 2025 年第一次临时股东大会审议通过了《关于公司 2025 年度对外担保 额度预计的议案》，同意公司为合并报表范围内子（孙）公司提供总额不超过 805,000 万元担保额度，其中向资产负债率为 70%以上（含）的下属公司提供的 担保额度不超过 335,000 万元，向资产负债率 70%以下的下属公司提供的担保额 1、浙江东南网架股份有限公司（以下简称"公司"）因控股子公司东南新 材料（杭州）股份有限公司（以下简称"东南新材料"）生产经营发展需要，近 日与兴业银行股份有限公司杭州分行（以下简称"兴业银行杭州分行"）签署了 《 ...

Investment Rating - The investment rating for the construction decoration industry is "Positive" (maintained) [4] Core Viewpoints - The State Council meeting on February 6 emphasized the importance of effective investment for stabilizing economic growth, with major projects being a key focus for the "14th Five-Year Plan" [4][11] - In 2026, various provinces are disclosing major project lists, maintaining high investment intensity, with many provinces planning investments around 1 trillion yuan, indicating that stabilizing investment remains a core strategy for local economic work [5][12] - Infrastructure projects dominate the disclosed lists, with significant investments in transportation, municipal, water conservancy, and energy sectors, while advanced manufacturing and new energy projects are also on the rise, reflecting a focus on industrial upgrades and future growth [5][12] Summary by Sections 1. Weekly Insights - The State Council has set the direction for effective investment, highlighting major projects as crucial for the "14th Five-Year Plan" [11] - The focus is on long-term development needs and building future competitive advantages in key areas such as infrastructure and emerging industries [11] 2. Company Dynamics 2.1. Order-related - Companies like Chongqing Construction and Beixin Road and Bridge have secured significant project contracts, with Chongqing Construction winning two major projects worth approximately 11.19 billion yuan combined [14] 2.2. Other - Companies are engaging in strategic moves such as equity transfers and establishing investment funds to focus on sectors like intelligent manufacturing and new materials [16] 3. Market Review 3.1. Sector Tracking - The Shanghai Composite Index fell by 1.27%, while the construction decoration index dropped by 1.81%, with only a few stocks showing gains [17] 3.2. Major Transactions - A total of three companies engaged in block trades, with significant transaction volumes reported [18] 3.3. Infrastructure Data Tracking - New special bonds issued this week amounted to 134.28 billion yuan, with a cumulative issuance of 516.46 billion yuan, reflecting a year-on-year increase of 125.35% [22] 3.4. Funding Tracking - The macroeconomic indicators show a slight decline in the USD to RMB exchange rate and a decrease in the yield of ten-year government bonds [24]

Group 1: Amazon Financial Performance - Amazon reported Q4 sales of $213.39 billion, exceeding the estimate of $211.49 billion, with earnings per share of $1.95, slightly below the forecast of $1.96 [2] - The company plans to invest approximately $200 billion in capital expenditures by 2026, indicating a strong commitment to growth and technology investment [2] - Amazon's projected revenue for Q1 is between $173.5 billion and $178.5 billion, reflecting continued growth expectations [2] Group 2: Stock Market Overview - Major U.S. stock indices experienced declines, with the Dow Jones down 1.2%, Nasdaq down 1.59%, and S&P 500 down 1.23% [3][4] - Large tech stocks saw significant drops, with Microsoft down nearly 5%, Amazon down over 4%, and AMD down over 3% [3][4] - The Nasdaq China Golden Dragon Index rose by 0.9%, with mixed performance among popular Chinese stocks [3] Group 3: Global Asset Performance - International oil prices fell sharply, with WTI crude oil down 2.84% to $63.29 per barrel and Brent crude down 2.75% to $67.55 [4] - Precious metals also declined, with spot gold down 1.27% to $4719.69 per ounce and silver down 5.51% to $67.07 per ounce [4] - Bitcoin dropped below $63,000, trading at $62,800, while Ethereum fell over 2.72% to $1,818 [4] Group 4: AI Developments - OpenAI launched a new coding model, GPT-5.3 Codex, which is 25% faster than its predecessor and allows users to create complex software using natural language [6] - Anthropic released a new AI model, Claude Opus 4.6, designed for financial research, which can analyze corporate data and generate detailed financial reports [8] Group 5: Mergers and Acquisitions - Meituan announced plans to acquire Dingdong for approximately $717 million, which will integrate Dingdong's financial performance into Meituan's reports [9] - NIO expects to achieve its first quarterly profit in Q4 2025, with adjusted operating profit projected between 700 million and 1.2 billion yuan [10]