Core Viewpoint - Zhongshe Consulting (833873) experienced a significant increase of 19.50% in stock price, with a trading volume of 580 million yuan and a price fluctuation of 35.49% on the same day [2]. Trading Activity - The stock had a turnover rate of 50.05%, leading to its listing on the trading board due to the high price fluctuation and turnover rate [2]. - The net selling amount from brokerage seats totaled 13.18 million yuan, with the top buying brokerage being Dongfang Caifu Securities, which purchased 8.65 million yuan worth of shares [2]. - The top selling brokerage was Guotai Haitong Securities, which sold shares worth 12.05 million yuan [2]. Historical Performance - Over the past six months, the stock has appeared on the trading board 10 times, with an average price increase of 2.99% the day after being listed and an average increase of 6.26% over the following five days [2].

Group 1 - The stock of Zhongshe Consulting (833873) increased by 25.19% today, with a turnover rate of 45.32% and a transaction amount of 461 million yuan, showing a volatility of 20.53% [2] - The stock was listed on the daily trading board due to its price increase and turnover rate, with a net buying amount of 18.5174 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 87.4302 million yuan, with a buying amount of 52.9738 million yuan and a selling amount of 34.4564 million yuan, resulting in a net buying of 18.5174 million yuan [2] Group 2 - The largest buying brokerage was Shenwan Hongyuan Securities Co., Ltd. with a buying amount of 17.81 million yuan, while the largest selling brokerage was Guosen Securities Co., Ltd. with a selling amount of 8.359 million yuan [2] - In the past six months, the stock has been listed on the trading board nine times, with an average price increase of 0.93% the day after being listed and an average increase of 1.80% over the following five days [2]

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [53]. Core Insights - The market is experiencing structural differentiation, with active themes in urban renewal and AI hardware. The North Exchange A-share trading volume reached 23.2 billion yuan on July 15, 2025, an increase of 740 million yuan from the previous trading day, while the North Exchange 50 Index closed at 1412.1, down 1.2% [4][14]. - The report highlights significant stock movements, with 60 out of 268 companies on the North Exchange rising, 3 remaining flat, and 205 declining. Notable gainers included Guangdao Digital (29.9%) and Yun Chuang Data (13.7%), while major losers included Xinghao Pharmaceutical (-9.3%) and Silane Technology (-6.2%) [25][29]. - The report emphasizes the importance of urban renewal as a key theme, driven by the central government's focus on high-quality urban development. Companies like Guoyi Tendering and Guangrong International have shown significant price increases in this context [6][30]. Summary by Sections Market Review - On July 15, 2025, the North Exchange A-share trading volume was 23.2 billion yuan, with the North Exchange 50 Index down 1.2% and a PE TTM of 67.04 times. The specialized index closed at 2408.8, down 0.9% [4][14]. - The report notes that the market is seeing a shift towards policy and event-driven themes, with structural opportunities becoming clearer in urban renewal and AI industry chains [7]. Important News - Geely Automobile and Zeekr signed a merger agreement, with Geely acquiring all remaining shares of Zeekr. Shareholders can choose cash or Geely shares as compensation [30]. - The successful launch of the Tianzhou-9 cargo spacecraft has increased interest in aerospace-related companies [31]. Key Company Announcements - Zitan Palace announced a cash dividend of 2 yuan per 10 shares based on its total share capital of 145,463,880 shares [35]. - Shibi Bai disclosed a reduction in shareholding by a major shareholder, decreasing from 8.7324% to 6.7376% [36].

Core Viewpoint - On July 14, the Shanghai Composite Index rose by 0.27%, with institutional investors appearing on the trading lists of 35 stocks, net buying 19 and net selling 16 [1] Institutional Trading Summary - Institutional special seats net bought the most in Xiangyang Bearing, which closed at the daily limit with a turnover rate of 27.67% and a transaction amount of 2.076 billion yuan, net buying 110.74 million yuan [2] - San Chuan Wisdom closed up 15.27% with a turnover rate of 32.50%, net buying 75.27 million yuan, but had a net outflow of 35.2 million yuan [2] - Zhongke Magnetic Industry closed down 5.10% with a turnover rate of 45.77%, net buying 53.99 million yuan, but had a net outflow of 49.77 million yuan [2] Market Performance - The average increase of stocks with institutional net purchases was 2.36%, outperforming the Shanghai Composite Index [3] - Stocks like Changrong Co. and Xinling Electric showed strong performance, closing at the daily limit [3] - Historical data indicates a 52.06% probability of stocks with institutional net purchases rising the next day, and a 39.70% probability of rising in the following three days [3] Earnings Forecasts - Among the stocks with institutional net purchases, four have released half-year earnings forecasts, with Yuhua Development expected to have a net profit of 200 million yuan, a year-on-year increase of 708% [3] Net Selling Summary - The stock with the highest net selling by institutions was Siyuan Electric, with a net selling amount of 162.84 million yuan, while also seeing a net inflow of 98.77 million yuan [3] - Dazhihui was noted for a net selling of 120.24 million yuan, with a significant net outflow of 433 million yuan [4] Deep and Shanghai Stock Connect - On July 14, 15 stocks on the trading list had appearances from the Deep and Shanghai Stock Connect, with Siyuan Electric and Zhongke Jincai seeing net purchases of 139 million yuan and 113 million yuan respectively [7][8] - Stocks like Hengbao Co. and Greenland Holdings experienced significant net selling amounts of 193 million yuan and 79.38 million yuan respectively [8]

Group 1 - The stock of Zhongshe Consulting (833873) fell by 8.93% today, with a turnover rate of 31.63% and a trading volume of 277 million yuan, indicating significant market activity [1] - Institutional investors net bought 2.22 million yuan, while the total net buying from brokerage seats amounted to 1.17 million yuan [1] - The stock has appeared on the龙虎榜 (Dragon and Tiger List) six times in the past six months, with an average price increase of 0.69% the day after being listed and an average decline of 5.39% over the following five days [2] Group 2 - The top five brokerage seats accounted for a total transaction volume of 51.69 million yuan, with a net buying amount of 3.39 million yuan [1][2] - The specific brokerage seat data shows that the top buyer was Nanjing Securities with a purchase of 4.96 million yuan, while the top seller was CITIC Securities with a sale of 4.38 million yuan [2]

证券代码：833873 证券简称：中设咨询 公告编号：2025-070 中设工程咨询（重庆）股份有限公司 股东减持股份结果公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误 导性陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责 任。 一、 减持主体减持前基本情况 | 股东名称 | 股东身份 | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | | | | （股） | （%） | | | 代彤 | 副总裁兼 | 2,693,852 | 1.7562% | 北交所上市前取得 | | | 总工程师 | | | （含权益分派转增 | | | | | | 股） | 二、 减持计划的实施结果 （一） 股东因以下原因披露减持计划实施结果： √减持计划实施完毕 □减持时间区间届满 | | 减持数 | 减持数 | | | | | 减持 | 当前持股 | 当前持 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | 量占总 | 减持 | 减持 | ...

Summary of Key Points Core Viewpoint The trading activity on the Beijing Stock Exchange (BSE) showed a decrease in transaction volume and value compared to the previous trading day, with a notable number of stocks experiencing price increases. Trading Volume and Value - On July 10, the total trading volume on the BSE reached 1.064 billion shares, with a total transaction value of 21.134 billion yuan, reflecting a decrease of 1.321 billion yuan from the previous trading day [1]. - Among the traded stocks, 158 stocks closed higher, accounting for 59.40% of the total [1]. Stock Performance - The stocks that hit the daily limit up included Guoyi Bidding and Guangzi International, while the top gainers were Zhongshe Consulting, Jiuling Technology, and Kaida Catalysis, with increases of 13.16%, 9.67%, and 9.09% respectively [1]. - Conversely, 104 stocks closed lower, with the largest declines seen in Jinbo Biology, Shengnan Technology, and Wanda Bearings, which fell by 3.58%, 3.20%, and 2.99% respectively [1]. Active Stocks - A total of 64 stocks had transaction values exceeding 10 million yuan, with the highest transaction values recorded for Ainengju, Jiuling Technology, and Guoyi Bidding at 537.48 million yuan, 517.52 million yuan, and 438.50 million yuan respectively [1]. - The trading activity was characterized by 27 stocks having a turnover rate exceeding 10%, with 7 stocks exceeding 20% [1]. Notable Stocks - The top stocks by turnover rate included Zhongshe Consulting (44.00%), Huawi Design (31.54%), and Ainengju (28.31%) [1]. - The detailed performance of selected stocks is as follows: - Ainengju: Closing price 22.77 yuan, increase 4.45%, turnover rate 28.31%, transaction value 537.48 million yuan [1]. - Jiuling Technology: Closing price 72.60 yuan, increase 9.67%, turnover rate 20.05%, transaction value 517.52 million yuan [1]. - Guoyi Bidding: Closing price 19.11 yuan, increase 30.00%, turnover rate 16.63%, transaction value 438.50 million yuan [1].

Group 1 - Zhongshe Consulting (833873) experienced a 4.30% increase in stock price, with a turnover rate of 23.41% and a trading volume of 191 million yuan, showing a volatility of 8.18% [1][2] - The stock was listed on the exchange due to its high turnover rate, with a net buying amount of 2.31 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction volume of 45.89 million yuan, with a buying amount of 24.10 million yuan and a selling amount of 21.79 million yuan, resulting in a net buying of 2.31 million yuan [2] Group 2 - The largest buying brokerage was Zhongyin International Securities, Shenzhen branch, with a buying amount of 5.33 million yuan, while the largest selling brokerage was Guoxin Securities, Shenzhen Hongling Middle Road branch, with a selling amount of 5.29 million yuan [2] - Detailed trading data shows various brokerage activities, with significant buying from multiple firms and notable selling from Guoxin Securities [2]

（一）人员变动的合规性说明 公司新任监事会主席马晓霞女士的任职资格符合法律法规、部门规章、业务规则 和公司章程等规定。本次任命未导致董事会中兼任高级管理人员的董事和由职工代表 担任的董事人数超过公司董事总数的二分之一。本次任命不存在公司董事、高级管理 人员兼任本公司监事的情形；不存在公司监事为公司董事、高级管理人员的配偶、父 母和子女情形。 证券代码：833873 证券简称：中设咨询 公告编号：2025-069 中设工程咨询（重庆）股份有限公司监事会主席任命公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律 责任。 一、监事会主席任命的基本情况 根据《公司法》《北京证券交易所股票上市规则》《公司章程》等有关规定，公司 于 2025 年 6 月 13 日召开第五届监事会第八次会议，审议并通过了《关于选举监事会 主席的议案》。 选举马晓霞女士为公司监事会主席，任职期限至公司第五届监事会届满之日止，自 2025 年 6 月 13 日起生效。该人员持有公司股份 0 股，占公司股本的 0%，不是失信联 合惩戒对象。 （ ...

证券代码：833873 证券简称：中设咨询 公告编号：2025-068 中设工程咨询（重庆）股份有限公司 第五届监事会第八次会议决议公告 本公司及监事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、会议召开和出席情况 （一）审议通过《关于选举监事会主席的议案》 1.议案内容： 公司于 2025 年 5 月 22 日召开的 2024 年度股东会审议通过了《关于补选 非职工代表监事的议案》，马晓霞女士及吴德军先生当选为公司第五届监事会 （一）会议召开情况 1.会议召开时间：2025 年 6 月 13 日 2.会议召开地点：公司九楼会议室 3.会议召开方式：现场方式 4.发出监事会会议通知的时间和方式：2025 年 6 月 10 日以通讯方式发出 5.会议主持人：监事 马晓霞女士 6.召开情况合法、合规、合章程性说明： 非职工代表监事，与职工代表监事张玲女士共同组成公司第五届监事会。为保 证监事会工作的顺利开展，根据《公司章程》等有关规定，选举马晓霞女士为 公司第五届监事会主席，任期至公司第五届监事会届满之日止。 2 ...