从资金流向上来看，当日工程咨询服务板块主力资金净流出1.47亿元，游资资金净流入1.22亿元，散户资 金净流入2545.68万元。工程咨询服务板块个股资金流向见下表： 证券之星消息，7月29日工程咨询服务板块较上一交易日上涨0.66%，深水规院领涨。当日上证指数报收 于3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。工程咨询服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600629 | 华建集团 | 11.84 | -4.28% | 92.30万 | 11.28亿 | | 301136 | 招标股份 | 12.79 | -3.47% | 11.26万 | + 1.43 Z | | 836208 | 青短技术 | 30.30 | -2.45% | 7.44万 | 2.21 Z | | 300492 | 类图川器 | 66.80 | -2.24% | 1.25万 | 8412.98万 | | 300500 | 启迪设计 | 13.21 | ...

Core Viewpoint - Huajian Group (600629) experienced a 5.00% increase in stock price with a trading volume of 1.205 billion yuan and a fluctuation of 17.16% on the trading day [2] Trading Activity - The stock had a turnover rate of 11.65% and was listed on the Shanghai Stock Exchange due to its daily fluctuation value reaching 17.16% [2] - The net selling amount from the Shanghai-Hong Kong Stock Connect was 13.2294 million yuan, while the total net selling from brokerage seats was 759,500 yuan [2] - The top five brokerage seats accounted for a total transaction volume of 205 million yuan, with a buying amount of 95.7541 million yuan and a selling amount of 110 million yuan, resulting in a net selling of 13.9888 million yuan [2][3] Fund Flow - The stock saw a net outflow of 49.1173 million yuan in main funds, with a significant outflow of 26.5309 million yuan from large orders and 22.5864 million yuan from major orders [2] - Over the past five days, the main funds experienced a net outflow of 315 million yuan [2] Financial Performance - For the first quarter, Huajian Group reported a revenue of 1.287 billion yuan, a year-on-year decrease of 23.16%, and a net profit of 60.1858 million yuan, down 24.60% year-on-year [2]

Group 1 - The Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, officially commenced on July 19, igniting enthusiasm in the A-share market [1] - Related concept stocks surged, with 16 stocks including Xining Special Steel and *ST Zhengping hitting the daily limit on July 23, showcasing a strong market response [1] - Several listed companies, including Huaxin Cement and *ST Zhengping, issued clarifications emphasizing that their current business does not involve this major project, despite some having relevant operational capabilities [1][2] Group 2 - Companies like Zhujian Design clarified that their main business is architectural design and consulting, lacking the qualifications for hydropower project design [2] - Other firms, including Jindun Co., Kailong Co., and Dayu Water-saving, also stated that they have no direct business relationship with the Yarlung Tsangpo project, or that the bidding process has not yet started [2] - Market analysts believe that the Yarlung Tsangpo project, as a significant national hydropower initiative, is expected to create new demand in construction, electrical equipment, and civil explosives sectors, although the actual benefits may be limited to a few leading companies with the necessary technical capabilities [2]

Core Viewpoint - The launch of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, has sparked significant interest in related stocks in the A-share market, leading to a surge in stock prices for multiple companies [2][4]. Group 1: Company Responses - Several listed companies, including Huaxin Cement and *ST Zhengping, have issued clarifications stating that they currently have no involvement in the Yarlung Tsangpo project [4]. - *ST Zhengping highlighted its extensive experience in high-altitude construction and its two wholly-owned subsidiaries in Tibet, but noted uncertainty regarding its potential participation in the project [5]. - Huaxin Cement acknowledged its capacity to supply construction materials for large infrastructure projects in Tibet but also indicated uncertainty about revenue and profitability from the Yarlung Tsangpo project [5]. - Zhuzhou Design stated that it specializes in architectural design and lacks the qualifications for hydropower project design [5]. - Huajian Group confirmed that its current business does not involve the Yarlung Tsangpo downstream hydropower project [5]. Group 2: Market Analysis - Analysts view the Yarlung Tsangpo hydropower project as a significant national-level project, expected to generate new demand in engineering construction, electrical equipment, and civil explosives [9]. - Market analysts pointed out potential challenges such as complex geological conditions and policy changes that could impact profitability for companies involved [9]. - Huatai Securities noted that due to the project's technical difficulties and high material standards, benefiting companies are likely to be concentrated among leading firms, with the construction period potentially lasting 10 to 15 years [9].

| | | 7月22日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 华建集团 | 暂不涉及雅鲁藏布江下游水电工程项目 | | 项目投资 | 万马股份 | 拟投资建设年产35万吨环保型高分子材料项目 | | 中标合同 | 中国电建 | 联合体中标57.52亿元太阳沟抽水蓄能电站EPC总承包项目 | | H股上市 | 中微半导 | 筹划发行H股股票并在香港联合交易所上市相关事项 | | 股权收购 | 鼎信通讯 | 拟2.4亿元将海纳数智100%股权转让给同创惠泰 | | 国购 | 复星医药 | 已实际回购1422.86万股A股 累计回购金额约3.48亿元 | | 业绩预告 | 超图软件 | 半年度净利润预降64.60%-76. 40% | | 增减持 | 贝仕达克 | 创新一号与创新二号拟减持合计不超3%股份 | | | 中洲特材 | 上海盾牛拟减持不超1.76%股份 | | 其他 | 顺博合金 | 拟定增募资不超6亿元 用于年产63万吨低碳环保型铝合金扁锭项目等 | | | 广电计量 | 拟定增募资不超过13亿元 写能隆地 | 【热点】 华建集团( ...

Group 1 - Guizhou Moutai announced an investment of 490 million yuan to establish the Guizhou Moutai Distillery (Group) Science and Technology Research Institute, with a focus on integrating research resources and enhancing core competitiveness in the liquor industry [1] - China Nuclear Power plans to invest 1 billion yuan in China Fusion Energy Co., which is a wholly-owned subsidiary of China National Nuclear Corporation, as part of a larger investment round totaling approximately 11.49 billion yuan [2] - Zhejiang Energy Power intends to invest 751 million yuan for a 5% stake in China Fusion Energy Co., joining other investors in a significant funding round aimed at advancing nuclear fusion technology [3] Group 2 - Guangsheng Nonferrous Metals announced that its wholly-owned subsidiary plans to publicly transfer a 3% stake in Guangdong Pearl River Rare Earth Co. for no less than 5.9764 million yuan, expecting to generate approximately 558,800 yuan in investment income [4] - Jinzhi Technology's controlling shareholder will change to Nanjing Zhidi, with a transfer of 64.1324 million shares, representing 16.01% of the total share capital [5] - Guangdian Measurement plans to raise up to 1.3 billion yuan through a private placement to fund various technology projects, including a new generation AI chip testing platform [6] Group 3 - Guanghe Technology is set to invest 30 million yuan to establish a venture capital fund focused on emerging industries, including humanoid robots and AI applications [7] - Geer Software intends to acquire over 51% of Weipin Zhiyuan, a leading digital transformation service provider, as part of its strategy to enhance its capabilities in data intelligence [9] - Goer Technology plans to acquire 100% of the shares of Hong Kong Lianfeng's subsidiaries for approximately 10.4 billion HKD, which have significant expertise in precision component manufacturing [10] Group 4 - Guoguang Electric announced that its director and general manager has been placed under detention, but the company maintains normal operations and control [11]

证券代码：600629 证券简称：华建集团 编号：临2025-034 华东建筑集团股份有限公司 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 7 月 18 日、7 月 21 日、7 月 22 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 30.22（7 月 22 日数据），公司所处行业建筑 设计及服务最新滚动市盈率为 26.95（7 月 22 日数据）。 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，不存在应披露而未披露 的重大信息或重大事项。 公司 2025 年一季度实现营业收入 12.87 亿元，同比下降 23.16%； 实现归属于上市公司股东的净利润 0.60 亿元，同比下降 24.60%； 实现归属于上市公司股东的扣除非经常性损 ...

Group 1 - Shanghai Microelectronics' reverse listing has entered a critical stage, with potential candidates primarily from Shanghai State-owned Assets Supervision and Administration Commission [2] - The leading candidates for the reverse listing include Haili Co., Ltd. (600619), Huajian Group (600629), Shanghai Mechanical and Electrical (600835), and Zhangjiang Hi-Tech (600895) [2][3] - Haili Co., Ltd. is currently the top speculation object due to its strong business synergy and management connections with Shanghai Microelectronics [3] Group 2 - The reverse listing progress is expected to be finalized in a special meeting in early July 2025, which may lead to significant stock price fluctuations [3][5] - The market anticipates that the valuation of Shanghai Microelectronics could reach 600 billion yuan, with the reverse listing potentially replicating a 60-fold increase in value [3] - Recent capital movements indicate that institutional investors, including social security funds and QFII, are increasing their stakes in potential shell companies [3][6] Group 3 - Haili Co., Ltd. has a market value of approximately 10 billion yuan, aligning with the "small market value, easy operation" requirement for reverse listings [3] - Huajian Group is the only listed platform under Shanghai State Investment, with a current market value of about 6.2 billion yuan, making it a suitable candidate for asset injection [3][6] - The regulatory environment has been favorable, with new rules simplifying the approval process for major asset restructurings, potentially reducing the approval cycle to 30 working days [3]

证券代码：600629 证券简称：华建集团 编号：临 2025-032 | | 2025 年 | 1-6 月 | 上年同比% | | --- | --- | --- | --- | | 新签合同额(万元) | 68586 | | -46.32% | 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。 一、2025 年上半年新签合同情况 2025 年 1-6 月，华东建筑集团股份有限公司新签合同额 35.79 亿元，同比下降 29.06%。 三、2025 年上半年大合同情况 设计咨询：（合同额 1,000 万元及以上） | | 2025 年 1-6 月 | 上年同比% | | --- | --- | --- | | 新签合同额(万元) | 91089 | -41.83% | 注：设计咨询指工程设计、工程技术管理服务及工程勘察 工程承包：（合同额 5,000 万元及以上） 华东建筑集团股份有限公司 关于 2025 年上半年新签合同情况的公告 二、2025 年上半年各业务类别新签合同情况 业务类别 2025 年 1-6 月 新签合 ...

证券代码：600629 证券简称：华建集团 公告编号：临 2025-033 华东建筑集团股份有限公司 关于公司高级管理人员离任的公告 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法律责任。 华东建筑集团股份有限公司（以下简称"公司"）董事会于近日收到公司副 总裁徐志浩先生提交的书面辞职报告，徐志浩先生因到退休年龄，申请辞去公司 副总裁职务，辞职后徐志浩先生不再担任公司任何职务。根据《公司法》《公司 章程》等相关规定，上述辞职报告自送达公司董事会之日起生效。 二、 离任对公司的影响 华东建筑集团股份有限公司董事会 2025 年 7 月 15 日 姓名 离任职务 离任时间 原定任期 到期日 离任原因 是否继续在上 市公司及其控 股子公司任职 具体职务 （如适用） 是否存在 未履行完 毕的公开 承诺 徐志浩 副总裁 2025 年 7 月 14 日 2027 年 4 月 25 日 退休离任 否 不适用 否 一、 提前离任人员的基本情况 截至本公告披露日，徐志浩先生不存在应当履行而未履行的承诺事项。徐志 浩先生按照公司相关规定做好交接工作，其离 ...