重要内容提示： 1 二级市场交易风险：华东建筑集团股份有限公司（以下简称"公 司"）自 2025 年 9 月 10 日至 2025 年 9 月 15 日，公司股票连续四 个交易日收盘价格累计涨幅 35.17%，涨幅显著高于同行业上市公 司，但公司基本面未发生重大变化，存在市场情绪过热及非理性炒 作的情形，交易风险大幅提升，存在短期大幅下跌的风险。公司特 别提醒投资者注意二级市场交易风险，理性决策，审慎投资。 估值过高风险：根据中证指数有限公司发布的滚动市盈率（中证 行业分类），公司最新滚动市盈率为 48.85，公司所处行业建筑设 计及服务最新滚动市盈率为 29.94，公司最新滚动市盈率显著高于 所处行业平均水平，敬请广大投资者理性决策，注意投资风险。 业绩下降风险：公司于 2025 年 8 月 30 日披露了《2025 年半年度 报告》，公司 2025 年上半年度实现营业收入 29.77 亿元，同比下降 17.25%；实现归属于上市公司股东的净利润 1.37 亿元，同比下降 26.84%；实现归属于上市公司股东的扣除非经常性损益的净利润 0.83 亿元，同比下降 54.60%。 公司股票于 2025 年 9 ...

Core Insights - The engineering consulting services sector saw an increase of 0.97% on September 15, with Huajian Group leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Sector Performance - Huajian Group (600629) closed at 17.18, up 9.99% with a trading volume of 629,900 shares and a transaction value of 1.059 billion [1] - Youan Design (300983) closed at 23.25, up 7.14% with a trading volume of 36,500 shares and a transaction value of 83.3674 million [1] - Huatu Chuanxie (300492) closed at 77.00, up 7.09% with a trading volume of 40,700 shares and a transaction value of 307 million [1] - Other notable performers include Shanshui Bide (300844) up 3.37%, Shanghai Jianke (603153) up 2.49%, and Huashe Group (603018) up 2.19% [1] Fund Flow Analysis - The engineering consulting services sector experienced a net outflow of 330 million from institutional investors, while retail investors saw a net inflow of 281 million [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Fund Flow - Shanghai Jianke (603153) had a net outflow of 13.9475 million from institutional investors, while retail investors contributed a net inflow of 2.45666 million [3] - Huashe Group (603018) saw a net inflow of 9.5894 million from institutional investors, but a net outflow of 8.9502 million from retail investors [3] - Other stocks like Huatu Shanding (300492) and Youan Design (300983) also showed varied fund flows, indicating differing investor sentiments across the sector [3]

New Stock Issuance - New stock issuance for 联合动力 (code: 301656) at a price of 12.48 on September 15, 2025[1] - *ST天茂 (code: 000627) has a cash option declaration period from September 15 to September 19, 2025[1] - 紫天退 (code: 300280) has 14 trading days remaining until the last trading day during the delisting period[1] Market Alerts - 先导智能 (code: 300450) reported severe abnormal fluctuations[2] - 杭可科技 (code: 688006) and 新华锦 (code: 600735) have recent announcements regarding trading activities[1] - 退市整理期 for multiple stocks including *ST威尔 (code: 002058) and 新炬网络 (code: 605398) has been noted[1] Trading Insights - Significant trading activity observed in stocks like 工业富联 (code: 601138) and 景旺电子 (code: 603228) with recent announcements[1] - The report includes links to detailed announcements for various stocks, indicating ongoing market developments[1]

Core Viewpoint - Huajian Group's stock price reached a closing price of 17.18 yuan on September 15, with a significant increase of 9.99% for the day, driven by market expectations and sector performance in infrastructure and water conservancy [1][2]. Group 1: Stock Performance - The stock hit the daily limit at 9:46 AM and experienced three instances of limit opening before closing [1]. - The stock has seen a cumulative increase of 83.12% this year, indicating a technical breakout that has attracted follow-up buying [1]. Group 2: Market Factors - The rise in Huajian Group's stock is attributed to the overall activity in the infrastructure, water conservancy, and housing inspection sectors, which were collectively active on that day [1][2]. - A recent announcement on September 12 indicated a deviation in stock price over three days exceeding 20%, leading to market speculation about potential positive developments despite the company stating no undisclosed matters [1]. Group 3: Capital Flow - On September 15, the net outflow of main funds was 13.97 million yuan, accounting for 1.32% of the total trading volume, while retail investors saw a net inflow of 15.62 million yuan, representing 1.47% of the total [1][2]. - The housing inspection concept rose by 1.05%, the infrastructure concept increased by 0.72%, and the water conservancy concept grew by 0.51% on the same day [2].

Group 1 - Several companies including "Industrial Fulian" (601138), "Jinyi Film" (002905), and "New Xiangwei" (688593) have experienced abnormal fluctuations, prompting investors to pay attention to the latest announcements from these listed companies [3] - The list of companies affected by abnormal fluctuations also includes "Huajian Group" (600629), "Roman Shares" (605289), and "Cambridge Technology" (603083), among others [3] - Investors are advised to monitor the situation closely and consider the associated investment risks [3]

每经AI快讯，9月15日，华建集团涨停走出3连板，3天累计涨幅达33.08%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The announcement details the completion of a share reduction plan by a major shareholder, Shanghai Guosheng Group, which has reduced its stake in Huajian Group from 7.91% to 6.91% through the sale of 9,702,753 shares, representing 1% of the company's total share capital [3][7][8]. Shareholder Information - Prior to the reduction plan, Shanghai Guosheng Group held 76,772,753 shares, accounting for 7.91% of the total share capital, with 328,320 shares acquired through secondary market transactions and 76,444,433 shares obtained through non-compensatory transfers [2][4]. Reduction Plan Implementation - The reduction plan was disclosed on August 13, 2025, with the execution period set from September 3 to December 2, 2025. The actual reduction was completed on September 12, 2025, with the total shares sold being 9,702,753 [3][5][6]. Financial Performance - For the first half of 2025, Huajian Group reported a revenue of 2.977 billion yuan, a year-on-year decrease of 17.25%. The net profit attributable to shareholders was 137 million yuan, down 26.84%, and the net profit after excluding non-recurring items was 83 million yuan, reflecting a decline of 54.60% [12][19]. Stock Trading Activity - The company's stock experienced a significant price fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days from September 10 to September 12, 2025, which is classified as abnormal trading activity [12][13]. Market Valuation - The latest rolling price-to-earnings ratio for Huajian Group is 40.38, compared to the industry average of 29.27 for construction design and services [12]. Corporate Governance - The company confirmed that there are no undisclosed significant matters related to major asset restructuring, share issuance, or other significant corporate actions as of the announcement date [15][21].

格隆汇9月12日丨华建集团(600629.SH)公布，公司于2025年9月12日收到国盛集团发来的《关于华建集 团减持计划实施完毕暨权益变动触及1%刻度的告知函》，国盛集团于2025年9月3日至2025年9月12日期 间通过集中竞价方式累计减持公司股份970.28万股，占公司总股本的1%，本次权益变动后，国盛集团 持有公司股份比例由7.91%下降至6.91%，权益变动触及1%刻度，本次减持计划实施完毕。 ...

股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 重要内容提示： 1 华东建筑集团股份有限公司（以下简称"公司"）股票于 2025 年 9 月 10 日、9 月 11 日、9 月 12 日连续三个交易日内收盘价格涨幅 偏离值累计超过 20%，属于《上海证券交易所交易规则》规定的股 票交易异常波动情形。 根据中证指数有限公司发布的滚动市盈率（中证行业分类），公司 最新滚动市盈率为 40.38，公司所处行业建筑设计及服务最新滚动 市盈率为 29.27。 经公司自查并书面询证控股股东上海国有资本投资有限公司（下称 "上海国投公司"），截至本公告披露日，公司及上海国投公司不 存在涉及公司的应披露而未披露的重大信息，不存在涉及公司的重 大资产重组、股份发行、收购、债务重组、业务重组、资产剥离、 资产注入、股份回购、股权激励、破产重整、重大业务合作、引进 战略投资者等重大事项。 公司 2025 年上半年度实现营业收入 29.77 亿元，同比下降 17.25%； 实现归属于上市公司股东的净利润 1.37 亿元，同比 ...

本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 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法律责任。 重要内容提示： 证券代码：600629 证券简称：华建集团 公告编号：临 2025-044 华东建筑集团股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度 暨减持计划实施完毕的公告 | 权益变动方向 | 比例增加□ | | 比例减少√ | | --- | --- | --- | --- | | 权益变动前合计比例 | 7.91% | | | | 权益变动后合计比例 | 6.91% | | | | 本次变动是否违反已作出的承 | 是□ | 否√ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否√ | | 一、减持主体减持前基本情况 股东名称 上海国盛（集团）有限公司 股东身份 控股股东、实控人及一致行动人 □是 √否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 □是 √否 其他：无 持股数量 76,772,753股 持股比例 7.91% 当前持股股份来源 集中竞价交易取得：328,320股 其他方式取得： ...