Core Viewpoint - The announcement reveals that several senior executives of Huajian Group plan to reduce their shareholdings in the company, indicating potential changes in insider confidence and market sentiment [1] Summary by Categories Shareholding Reduction - A total of 1,163,575 shares will be sold by seven senior executives, representing 0.0905% of the company's total share capital [1] - Individual reductions include: - Zhou Jingyu: 120,000 shares (0.0124%) - Shu Zhenghong: 180,000 shares (0.0186%) - Wang Weidong: 169,900 shares (0.0175%) - Wu Fengyu: 229,500 shares (0.0237%) - Guo Zhenwen: 164,600 shares (0.0170%) - Zhu Qian: 59,900 shares (0.0062%) - Jin Jian: 49,675 shares (0.0051%) [1]

Investment Rating - The report rates the industry as "Buy" [1] Core Insights - The cleanroom market is expanding due to increased investment in high-tech industries, benefiting companies like Yaxiang Integration, with related companies including Shenghui Integration and Bocheng Co., Ltd. [3][4] - The real estate market is showing signs of marginal improvement, with significant potential for transformation and development [5] Summary by Sections Cleanroom Industry - The growth in high-tech industry investments is driving the expansion of the cleanroom market, with Micron Technology planning to invest $24 billion in a NAND factory in Singapore over the next decade, which will include 700,000 square feet of cleanroom space [4] - The World Semiconductor Trade Statistics (WSTS) predicts a 26.3% increase in the global semiconductor market by 2026, reaching $975 billion, further supporting the cleanroom industry's growth [4] - Yaxiang Integration's parent company reported a consolidated revenue of NT$9.5 billion (approximately RMB 2.1 billion) in December, a year-on-year increase of 165.2% [4] Real Estate Market - The Central Economic Work Conference in December 2025 emphasized stabilizing the real estate market through targeted policies, including controlling inventory and encouraging the acquisition of existing properties for affordable housing [5] - An article published on January 2, 2026, highlighted the importance of managing expectations in the real estate market, which has significant financial asset attributes and broad social implications [5] Recommended Companies - The report recommends Yaxiang Integration for the cleanroom sector, with related companies including Bocheng Co., Ltd. and Shenghui Integration [7] - Other sectors recommended include commercial aerospace, controllable nuclear fusion, and renewable energy, with specific companies highlighted for each sector [7]

Core Viewpoint - Huajian Group announced a partnership with Jiangxi Jianghui Geological Engineering Exploration Institute to sign a contract for the construction and design of the Jingdezhen Taoxichuan Tourism Scenic Area project [1] Group 1 - The subsidiary Shanghai Architectural Design and Research Institute Co., Ltd. is involved in the joint venture [1] - The contract pertains to the engineering exploration and design of the original freight station site [1] - The project is associated with Jingdezhen Taoxichuan Cultural Development Co., Ltd. [1]

证券代码：600629 证券简称：华建集团 编号：临 2026-004 华东建筑集团股份有限公司 关于下属公司签订日常经营合同的公告 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。 3.项目范围及规模：本工程地点在景德镇原货运东站片区地块， 占地约222.99亩，总建筑面积约335647.54平方米； 4.主要服务内容：上海院承担项目方案设计、初步设计（含项目 初步设计概算）、施工图设计和室外给排水及照明设计、室外管线及 道路设计等专项设计工作。 二、其他 上海院作为联合体成员方，合同占比为人民币5990万元，约占公 司2024年度经审计营业收入的0.706%。获得该项目是上海院的日常经 营行为，该项目的承接不构成关联交易，对本公司的业务独立性不构 成影响。 三、备查文件 1.《景德镇陶溪川旅游景区开发项目原货运东站地块工程勘察、 设计建设项目建设工程勘察设计合同》 近日，华东建筑集团股份有限公司（以下简称"公司"）下属子 公司上海建筑设计研究院有限公司（以下简称"上海院"）与江西江 汇地质工程勘察院有限公司组成联合体， ...

Core Viewpoint - The announcement indicates that Huajian Group's subsidiary, Shanghai Institute, has formed a consortium with Jiangxi Jianghui Geological Engineering Survey Institute Co., Ltd. to sign a contract for the development of the Jingdezhen Taoxichuan Tourist Scenic Area [1] Group 1: Contract Details - The contract signed with Jingdezhen Taoyi Cultural Development Co., Ltd. is for the engineering survey and design of the original freight station site [1] - Shanghai Institute's share of the contract amounts to 59.9 million yuan, which represents approximately 0.706% of the company's audited revenue for the year 2024 [1] Group 2: Project Specifications - The project is located in the original freight station area of Jingdezhen, covering an area of approximately 222.99 acres, with a total construction area of about 335,647.54 square meters [1] - Shanghai Institute will be responsible for specialized design work, including scheme design [1] Group 3: Transaction Nature - The project does not constitute a related party transaction and will not affect the company's business independence [1]

Market Overview - The engineering consulting services sector experienced a decline of 0.46% on January 22, with Shanshui Bide leading the losses [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Top Performers - Huawi Design (code: 920427) saw a significant increase of 29.97%, closing at 23.68 with a trading volume of 203,800 shares and a transaction value of 413 million [1] - Hopu Co., Ltd. (code: 301024) rose by 9.07%, closing at 43.79 with a trading volume of 42,000 shares and a transaction value of 181 million [1] - Guangzi International (code: 920892) increased by 6.55%, closing at 19.35 with a trading volume of 78,300 shares and a transaction value of 150 million [1] Underperformers - Shanshui Bide (code: 300844) led the decline with a drop of 6.17%, closing at 44.85 with a trading volume of 31,000 shares and a transaction value of 142 million [2] - Huajian Group (code: 600629) fell by 4.77%, closing at 21.54 with a trading volume of 450,100 shares and a transaction value of 975 million [2] - Huatu Shanding (code: 300492) decreased by 4.56%, closing at 74.44 with a trading volume of 42,000 shares and a transaction value of 317 million [2] Capital Flow - The engineering consulting services sector experienced a net outflow of 498 million from institutional investors, while retail investors saw a net inflow of 435 million [2][3] - The top net inflows from retail investors were observed in Huawi Design (code: 920427) with 50.35 million, and Shenzhen Ruijie (code: 300977) with 24.73 million [3] - Conversely, significant net outflows from institutional investors were noted in Zhongjie Design (code: 603017) with 36.68 million and Hopu Co., Ltd. (code: 301024) with 13.49 million [3]

Group 1 - The core point of the article highlights that Huajian Group's stock price has declined by 5.13% on January 22, reaching 21.46 CNY per share, with a trading volume of 568 million CNY and a turnover rate of 2.73%, resulting in a total market capitalization of 20.823 billion CNY. The stock has experienced a cumulative decline of 3.25% over the past four days [1] - Huajian Group, established on June 12, 1992, and listed on February 9, 1993, is based in Shanghai and primarily engages in engineering design consulting, providing high-quality integrated solutions for urban and rural construction. The revenue composition includes 54.82% from engineering design, 34.39% from engineering contracting, 10.34% from engineering technical consulting and surveying, 0.28% from other services, and 0.17% from information services and sales [1] Group 2 - From the perspective of Huajian Group's top ten circulating shareholders, data shows that a fund under Huatai-PineBridge is among the top shareholders. The CSI Shanghai State-Owned Enterprises ETF (510810) reduced its holdings by 511,200 shares in the third quarter, now holding 3,975,900 shares, which accounts for 0.42% of the circulating shares. The estimated floating loss today is approximately 4.6121 million CNY, with a floating loss of 3.0217 million CNY during the four-day decline [2] - The CSI Shanghai State-Owned Enterprises ETF (510810) was established on July 28, 2016, with a current scale of 7.994 billion CNY. Year-to-date returns are 3.84%, ranking 3,511 out of 5,542 in its category; the one-year return is 20.55%, ranking 3,338 out of 4,256; and since inception, the return is 9.36% [2]

证券代码：600629 证券简称：华建集团 编号：临 2026-003 华东建筑集团股份有限公司 申请人：华建数创（上海）科技有限公司 关于法院裁定受理下属子公司华建数创重整的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 1. 2026 年 1 月 19 日，华建数创（上海）科技有限公司（以下简 称"华建数创"）临时管理人收到上海市第三中级人民法院（以下 简称"上海三中院"）送达的（2026）沪 03 破 34 号《民事裁定 书》，上海三中院裁定受理华建数创提出的重整申请。 2. 上海三中院已裁定华建数创进入重整程序，但在重整事项推 进过程中，仍存在重整计划表决未能通过，重整计划表决通过但未 获得法院批准，以及重整计划获得法院批准后无法执行等可能。华 建数创后续重整事宜具有不确定性，对公司的影响取决于最终的重 整方案及法院裁定结果等。华建数创最终的重整方案将以法院裁定 批准的重整计划为准。公司将密切关注后续进展情况，并及时履行 信息披露义务，敬请广大投资者注意投资风险。 一、法院裁定受理子公司重整的 ...

华建集团公告，2026年1月19日，公司下属子公司华建数创（上海）科技有限公司向上海市第三中级人 民法院提交的重整申请已被裁定受理。华建数创因行业下行和市场原因陷入经营困难，但具备重组价 值。重整事项推进过程中存在不确定性，对公司的影响取决于最终的重整方案及法院裁定结果。公司将 密切关注后续进展情况，并及时履行信息披露义务。 ...

Group 1 - The engineering consulting services sector experienced a decline of 0.99% on January 20, with Huatuo Shanding leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Notable gainers in the engineering consulting services sector included New City, which rose by 5.42% to a closing price of 14.58, and Suzhou Planning, which increased by 5.20% to 25.49 [1] Group 2 - The engineering consulting services sector saw a net outflow of 105 million yuan from institutional investors, while retail investors experienced a net outflow of 9.5457 million yuan [2] - The sector's stocks showed varied performance in terms of capital flow, with Taiji Industrial receiving a net inflow of 78.18 million yuan from institutional investors [3] - The overall trading volume for the sector was significant, with New City recording a trading volume of 134,000 shares and a transaction value of 191 million yuan [1]