
2020年前三季度建筑行业上市公司实现归母净利润1131亿元,同比减少0.5%,增速较2019年前三季度下降8.2pct。

单季度看,2020年1季度、2季度、3季度我国建筑行业营业收入分别下降9.0%、增长17.5%、增长22.3%,2020年1季度我国建筑行业营收受疫情影响回落明显,Q3有所好转。

2020年1季度、2季度、3季度我国建筑行业净利润分别下降30.4%、增长7.2%、增长16.2%。

2020年1-3季度我国房建、装修、园林、基建、检测设计营业收入增速为10.1%、-9.6%、-9.9%、14%、11.9%、9.6%,归母净利润增速为1.8%、26.9%、-5.1%、-0.2%、9.4%、3.4%。

2020年1-3季度我国房建、装修、园林、基建、检测设计营业收入增速为21.2%、3.4%、10.37%、24%、18.5%、21.3%,净利润增速为16.4%、4.7%、10.4%、15.6%、0.6%、29.2%。

细分领域
|
公司
|
2019
|
2019同比
|
20Q1-3
|
20Q1-3同比
|
20Q1同比
|
20Q2同比
|
20Q3同比
|
房建
|
上海建工
|
2055
|
20.50%
|
1654.2
|
8.60%
|
-13.90%
|
12.70%
|
25.50%
|
龙元建设
|
214.3
|
6.00%
|
148.3
|
-8.10%
|
-19.30%
|
-2.70%
|
-0.50%
|
|
国建筑
|
14198.4
|
18.40%
|
10761.1
|
10.50%
|
-11.30%
|
19.70%
|
20.70%
|
|
金螳螂
|
308.3
|
22.90%
|
220.7
|
-3.00%
|
-28.70%
|
14.90%
|
-1.00%
|
|
装修
|
亚厦股份
|
107.9
|
17.20%
|
69.5
|
-7.50%
|
-25.00%
|
-12.80%
|
10.00%
|
瑞和股份
|
38.2
|
5.60%
|
25.5
|
-4.70%
|
-49.50%
|
11.30%
|
21.40%
|
|
广田集团
|
130.5
|
-9.40%
|
82
|
-9.70%
|
-44.00%
|
-11.10%
|
14.10%
|
|
东易日盛
|
38
|
|
|
|
|
|
|
|
江河集团
|
188.1
|
17.30%
|
119.5
|
-3.60%
|
-24.00%
|
-3.20%
|
9.00%
|
|
园林
|
东方园林
|
81.3
|
-38.80%
|
45.3
|
18.00%
|
-56.50%
|
13.50%
|
67.10%
|
棕榈股份
|
27.1
|
-49.20%
|
36.8
|
80.60%
|
-35.60%
|
66.80%
|
168.40%
|
|
铁汉生态
|
50.7
|
-34.60%
|
22.6
|
-50.10%
|
-67.20%
|
-51.70%
|
-35.10%
|
|
美晨生态
|
29.5
|
-15.40%
|
20.7
|
8.90%
|
-24.00%
|
24.10%
|
14.60%
|
|
蒙草生态
|
28.5
|
-25.40%
|
15
|
-24.50%
|
-58.80%
|
-14.60%
|
-14.00%
|
|
绿茵生态
|
7.1
|
39.60%
|
6.8
|
32.60%
|
-6.20%
|
23.80%
|
88.40%
|
|
东珠生态
|
20.2
|
26.50%
|
17.6
|
28.30%
|
-4.00%
|
33.00%
|
60.90%
|
|
基建
|
山东路桥
|
232.6
|
57.50%
|
202.6
|
28.50%
|
-14.90%
|
68.70%
|
32.80%
|
浙江交科
|
289
|
9.60%
|
231.2
|
21.20%
|
-3.10%
|
31.20%
|
28.30%
|
|
宏润建设
|
119.4
|
20.80%
|
71.5
|
0.10%
|
-5.60%
|
4.80%
|
2.10%
|
|
四川路桥
|
527.3
|
31.80%
|
369.3
|
19.20%
|
-15.60%
|
28.60%
|
28.10%
|
|
铁工业
|
205.8
|
15.00%
|
180
|
18.70%
|
-2.70%
|
39.80%
|
19.60%
|
|
隧道股份
|
436.2
|
17.10%
|
328.9
|
18.60%
|
-8.30%
|
34.60%
|
20.80%
|
|
国铁建
|
8304.5
|
13.70%
|
6240.1
|
11.20%
|
-7.60%
|
15.20%
|
21.50%
|
|
国铁
|
8508.8
|
14.90%
|
6887.6
|
20.40%
|
-2.00%
|
28.60%
|
29.70%
|
|
国电建
|
3484.8
|
18.00%
|
2583.1
|
11.60%
|
-7.10%
|
23.60%
|
16.10%
|
|
国交建
|
5547.9
|
13.00%
|
4097.4
|
9.40%
|
-6.70%
|
9.40%
|
21.50%
|
|
检测设计
|
国检集团
|
11.1
|
18.10%
|
8.5
|
22.00%
|
-16.30%
|
24.00%
|
52.80%
|
苏交科
|
59.7
|
-15.10%
|
35.2
|
0.20%
|
-25.40%
|
27.00%
|
-5.50%
|
|
设集团
|
46.9
|
11.70%
|
30.5
|
11.10%
|
-27.00%
|
27.70%
|
24.70%
|
|
设计总
|
16.2
|
-1.80%
|
11.8
|
11.40%
|
-13.30%
|
30.10%
|
23.00%
|
|
电科
|
8.1
|
13.80%
|
5
|
-13.30%
|
-37.90%
|
2.00%
|
-10.80%
|
|
建院
|
|
|
4.9
|
24.40%
|
4.10%
|
10.40%
|
57.40%
|
|
专业工程
|
工国际
|
106.6
|
5.00%
|
53.7
|
-30.10%
|
-29.00%
|
-40.70%
|
-15.60%
|
东华科技
|
45.2
|
12.00%
|
26.3
|
11.50%
|
-40.30%
|
1.50%
|
44.00%
|
|
杭萧钢构
|
66.3
|
7.30%
|
50.9
|
12.90%
|
-24.10%
|
26.50%
|
25.60%
|
|
鸿路钢构
|
107.5
|
36.60%
|
95.1
|
24.50%
|
-35.40%
|
37.30%
|
57.20%
|
|
|
89.8
|
3.20%
|
65.5
|
2.40%
|
-2.60%
|
0.00%
|
8.80%
|
|
精工钢构
|
|
|
|
6.20%
|
6.10%
|
-3.80%
|
15.50%
|
|
华建集团
|
71.7
|
20.30%
|
59.8
|
21.50%
|
-7.00%
|
24.20%
|
47.90%
|
|
材国际
|
243.7
|
13.40%
|
156.6
|
-7.30%
|
-24.0%
|
-13.50%
|
14.70%
|
|
国化学
|
1041.3
|
27.90%
|
|
|
-23.60%
|
12.00%
|
21.40%
|
|
国冶
|
3386.4
|
17.00%
|
2679.7
|
17.50%
|
15.20%
|
12.40%
|
26.60%
|
|
|
合计
|
50588.1
|
16.00%
|
38481.1
|
12.20%
|
-7.70%
|
18.20%
|
22.70%
|
细分领域
|
公司
|
2019
|
2019同比
|
20Q1-3
|
20Q1-3同比
|
20Q1同比
|
20Q2同比
|
20Q3同比
|
房建
|
上海建工
|
39.3
|
41.40%
|
22.43
|
-17.60%
|
-90.60%
|
74.90%
|
30.90%
|
龙元建设
|
10.21
|
10.70%
|
5.69
|
-9.30%
|
-29.50%
|
12.30%
|
-1.20%
|
|
国建筑
|
418.81
|
|
|
|
|
|
|
|
装修
|
金螳螂
|
23.49
|
10.60%
|
17.14
|
-2.10%
|
-44.30%
|
32.50%
|
10.10%
|
亚厦股份
|
4.26
|
15.40%
|
2.46
|
-17.50%
|
-33.90%
|
-35.30%
|
11.20%
|
|
瑞和股份
|
1.56
|
5.70%
|
1.23
|
-12.90%
|
-96.00%
|
4.20%
|
54.50%
|
|
广田集团
|
1.44
|
-58.70%
|
2.01
|
-37.90%
|
-273.00%
|
-1.40%
|
14.70%
|
|
东易日盛
|
-2.49
|
-198.70%
|
-2.14
|
60.40%
|
192.70%
|
-170.60%
|
-145.20%
|
|
江河集团
|
3.53
|
-42.00%
|
3.96
|
-14.90%
|
-80.70%
|
-15.40%
|
41.50%
|
|
园林
|
东方园林
|
0.52
|
-96.70%
|
0.18
|
-102.10%
|
6.70%
|
-115.90%
|
2321.50%
|
棕榈股份
|
-9.81
|
-2055.10%
|
0.49
|
-126.30%
|
35.90%
|
-1158.50%
|
337.20%
|
|
铁汉生态
|
-9.1
|
-399.70%
|
-2.51
|
-1309.40%
|
97.20%
|
-83.90%
|
-893.60%
|
|
美晨生态
|
0.8
|
-78.30%
|
0.04
|
-96.6%.
|
-159.10%
|
28.30%
|
-28.60%
|
|
蒙草生态
|
0.61
|
-70.10%
|
1.19
|
-2.20%
|
-180.50%
|
26.10%
|
47.50%
|
|
绿茵生态
|
2.09
|
36.90%
|
2.03
|
39.00%
|
-2.10%
|
35.40%
|
89.50%
|
|
东珠生态
|
3.62
|
11.00%
|
3.52.
|
42.20%
|
-3.30%
|
42.50%
|
121.20%
|
|
基建
|
山东路桥
|
6.2
|
-6.60%
|
6.32
|
67.90%
|
-9.10%
|
338.00%
|
14.30%
|
浙江交科
|
7.22
|
-40.40%
|
4.41.
|
-5.50%
|
-80.60%
|
44.30%
|
-28.20%
|
|
宏润建设
|
3.51
|
16.80%
|
2.46
|
5.60%
|
1.30%
|
6.50%
|
10.00%
|
|
四川路桥
|
17.02
|
45.20%
|
17.19
|
104.20%
|
-19.40%
|
71.50%
|
802.40%
|
|
铁工业
|
16.27
|
9.80%
|
14.03
|
10.80%
|
-8.40%
|
12.70%
|
26.00%
|
|
隧道股份
|
21.37
|
8.00%
|
12.62
|
-9.10%
|
-37.70%
|
-34.30%
|
37.00%
|
|
国铁建
|
201.97
|
12.60%
|
148.79
|
1.30%
|
-23.60%
|
17.5%
|
2.90%
|
|
国铁
|
236.78
|
37.70%
|
182.6
|
18.00%
|
-6.70%
|
21.60%
|
32.20%
|
|
国电建
|
72.39
|
-5.90%
|
58.48
|
0.50%
|
-14.40%
|
10.10%
|
5.90%
|
|
国交建
|
201.08
|
|
100.72
|
-24.50%
|
-40.40%
|
-40.20%
|
3.90%
|
|
检测设计
|
国检集团
|
2.08
|
9.00%
|
1.15
|
-8.80%
|
-272.70%
|
17.30%
|
87.60%
|
苏交科
|
7.24
|
16.10%
|
2.09
|
-50.70%
|
-91.20%
|
-21.80%
|
-51.90%
|
|
设集团
|
5.18
|
30.70%
|
3.29
|
12.90%
|
-22.30%
|
27.70%
|
21.80%
|
|
设计总
|
3.25
|
-25.60%
|
2.88
|
2.20%
|
-18.00%
|
1.50%
|
39.80%
|
|
|
1.67
|
30.20%
|
0.58
|
-50.60%
|
-369.10%
|
43.90%
|
-45.80%
|
|
建院
|
|
|
|
45.70%
|
-53.40%
|
28.00%
|
154.30%
|
|
专业工程
|
工国际
|
10.54
|
-12.20%
|
1.28
|
-83.00%
|
-89.80%
|
-77.40%
|
-83.00%
|
东华科技
|
1.77
|
19.30%
|
1.56
|
21.90%
|
3.20%
|
14.50%
|
46.80%
|
|
杭萧钢构
|
4.69
|
-17.40%
|
6.47
|
114.50%
|
131.40%
|
132.40%
|
76.90%
|
|
鸿路钢构
|
5.59
|
34.40%
|
5.02
|
48.50%
|
-38.80%
|
45.10%
|
85.80%
|
|
东南网架
|
2.67
|
56.70%
|
3.07
|
30.70%
|
16.80%
|
29.30%
|
62.70%
|
|
精工钢构
|
4.03
|
122.00%
|
4.89
|
58.30%
|
19.50%
|
89.00%
|
72.40%
|
|
华建集团
|
2.73
|
3.40%
|
2.54
|
12.90%
|
-28.00%
|
50.90%
|
13.40%
|
|
材国际
|
15.92
|
16.40%
|
10.27
|
-10.90%
|
-28.60%
|
-25.50%
|
18.10%
|
|
国化学
|
30.61
|
58.50%
|
27.74
|
13.40%
|
-14.90%
|
-6.60%
|
57.60%
|
|
国冶
|
66
|
3.60%
|
46.07
|
14.20%
|
7.10%
|
22.30%
|
15.70%
|
|
|
合计
|
1437.39
|
8.40%
|
1036.14
|
2.70%
|
-24.80%
|
10.50%
|
18.30%
|
相关行业分析报告参考《 2020年中国建筑业市场前景研究报告-市场深度分析与未来动向研究 》。


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