2025年10月24日 标的指数成份股涨幅 TOP20 标普中国 A 股红利机会指数(CSPSADRP) MACD金叉信号形成，这些股涨势不错！ 责任编辑：杨赐 | 序号 | 代码 | 简称 | 東日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 002532.SZ | 天山铝业 | 5.12 | 68.53 | 3.07 | | 2 | 601658.SH | 邮储银行 | 4.71 | 10.83 | 3.60 | | 3 | 605117 SH | 德业股份 | 4.61 | 30.95 | 3.52 | | 4 | 603365.SH | 水星家纺 | 4.35 | 22.70 | 4.68 | | 5 | 605098.SH | 行动教育 | 3.51 | 22.78 | 5.45 | | 6 | 601857.SH | 中国石油 | 3.15 | 8.39 | 5.12 | | 7 | 000933.SZ | 神火股份 | 2.97 | 45.92 | 3 ...

Group 1 - The deep earth economy is emerging as a new economic growth engine, focusing on the development of deep earth resources and related industries, including exploration, underground space construction, core equipment manufacturing, and technical services [2][3] - The Ministry of Natural Resources has indicated plans to accelerate the standardization of emerging industries in deep sea and deep earth, leading to increased market activity and investment interest [1][2] - The deep earth economy is projected to reach a market size of over 5 trillion yuan in China between 2026 and 2030, with an initial commercialization growth rate of 40% [2] Group 2 - Several companies in the A-share market are actively responding to the strategic opportunities presented by the deep earth economy, with firms like Yipuli and Surveying and Mapping Co. expressing their commitment to developing technologies related to deep earth resource exploration [3] - China Communications Construction Company is leading a consortium focused on deep underground space utilization, achieving significant advancements in geological exploration and construction technologies [4] - Some companies, such as Construction Industry, Chujian New Materials, and Baotailong, have clarified that they are not involved in deep earth economy-related businesses [4] Group 3 - The deep earth economy sector is characterized by varying competitive landscapes across its value chain, with high market concentration in upstream equipment manufacturing due to technical barriers, moderate concentration in midstream development, and low concentration in downstream application services [3] - The exploration of deep earth resources has significant potential, with China's deep and ultra-deep oil and gas resources estimated at 671 million tons of oil equivalent, representing about 34% of the country's total oil and gas resources [2] - Recent breakthroughs in deep earth exploration, such as the drilling of the Deep Earth Sichuan Well, have marked significant progress in the field, indicating the potential for further advancements in energy exploration [2]

证券之星消息，10月23日基础建设板块较上一交易日上涨0.45%，中国核建领涨。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。基础建设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) | | --- | --- | --- | --- | --- | --- | | 601611 | 中国核建 | 12.42 | 10.01% | 243.54万 | 29.10亿 | | 002717 | ST岭南 | 1.80 | 5.26% | 115.65万 | 2.03亿 | | 002586 | *ST間海 | 4.36 | 5.06% | 24.79万 | 1.08亿 | | 603843 | *STIF平 | 5.87 | 5.01% | 42.69万 | 2.50亿 | | 002200 | *ST交投 | 8.03 | 4.97% | 6.11万 | 4776.54万 | | 603007 | *ST花王 | 7.20 | 3.75% | 30.71万 | 2.16亿 | | 002775 | 文科股份 ...

证券研究报告 建筑与工程 上海率先破局，引领建筑市场改革 华泰研究 2025 年 10 月 22 日│中国内地 动态点评 上海建筑业市场改革率先启动 "上海探索"或有望为全国建筑业改革提供借鉴样本 经济转型升级、动能切换叠加地方政府债务压力较大，传统建筑业均面临需 求放缓、竞争加剧、应收账款回收等问题。我们认为上海作为全国改革的标 杆地区，该《方案》或为全国建筑业改革提供"上海样本"，有望在需求挖 掘、市场整合、完善退出机制、创新驱动、"反内卷"、"清欠"等方面， 为其他地区提供可借鉴经验，驱动建筑行业向高质量转型，走出发展困境。 风险提示：上海市固定资产投资大幅下滑；上海市建筑企业规模持续收缩； 上海市建筑企业整合低于预期；上海市建筑企业回款进度低于预期。 建筑与工程 增持 (维持) 方晏荷 研究员 SAC No. S0570517080007 SFC No. BPW811 10 月 21 日，上海市人民政府办公厅印发《上海市促进建筑业高质量发展 加 快培育增长新动能行动方案》。面对建筑业传统增长动能减弱、竞争加剧， 该方案从提振需求、优化供给、培育转型等多个维度推动行业改革发展，向 绿色化、工业化、数字化 ...

Core Insights - The article highlights the top-performing stocks in the S&P China A-Share Dividend Opportunity Index, showcasing significant price increases and dividend yields for various companies [1]. Group 1: Stock Performance - The top stock, Tunnel Co. (600820 SH), experienced a daily increase of 6.38% and a year-to-date increase of 0.67%, with a dividend yield of 4.57% [1]. - New Australia Co. (6038888 SH) saw a daily rise of 5.04% and an impressive year-to-date increase of 18.80%, with a dividend yield of 3.79% [1]. - Common Treasure Co. (002478.SZ) reported a daily increase of 4.46% and a year-to-date increase of 24.78%, with a dividend yield of 3.45% [1]. - Runna Co. (002483.SZ) achieved a daily rise of 4.19% and a remarkable year-to-date increase of 45.34%, with a dividend yield of 4.16% [1]. - Tianshan Aluminum (002532.SZ) recorded a daily increase of 3.26% and a year-to-date increase of 60.71%, with a dividend yield of 3.21% [1]. Group 2: Dividend Yields - The article lists several companies with notable dividend yields, including: - Tunnel Co. (4.57%) [1] - Runna Co. (4.16%) [1] - Tianshan Aluminum (3.21%) [1] - Jiangyin Bank (3.96%) [1] - Agricultural Bank (3.07%) [1]

Core Insights - The infrastructure sector experienced a significant increase of 2.11% on October 21, with Guan Zhong Ecological leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Infrastructure Sector Performance - Guan Zhong Ecological (300948) saw a closing price of 22.03, with a remarkable increase of 19.99% and a trading volume of 239,400 shares, amounting to a transaction value of 496 million [1] - Hui Lv Ecological (001267) closed at 17.88, up 10.03%, with a trading volume of 663,900 shares and a transaction value of 1.156 billion [1] - Hongrun Construction (002062) closed at 11.57, up 9.98%, with a trading volume of 621,900 shares and a transaction value of 689 million [1] - Other notable performers included Pu Bang Co. (002663) with a 9.81% increase, and Tunnel Co. (600820) with a 6.38% increase [1] Capital Flow Analysis - The infrastructure sector saw a net inflow of 505 million from institutional investors, while retail investors contributed a net inflow of 38.41 million [2][3] - Major stocks like Hui Lv Ecological and China Electric Power Construction (601669) experienced significant net inflows from institutional investors, while retail investors showed a net outflow [3] - The overall capital flow indicates a mixed sentiment, with institutional investors showing confidence in certain stocks while retail investors were more cautious [2][3]

| 序号 | 4683 | 简称 | 東日涨幅 | 年内涨幅 | 股息率 (近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 601686.SH 友发集团 | | 10.03 | 31.48 | 4.24 | | 2 | 002083.SZ | 录日股份 | 10.00 | 29.75 | 2.33 | | 3 | 603299.SH | 苏盐井神 | 5.07 | 5.26 | 3.96 | | 4 | 600026.SH | 中远海能 | 3.96 | 10.89 | 3.41 | | 5 | 603730.SH | 岱美股份 | 3.55 | 5.83 | 3.85 | | 6 | 600188.SH | 兖矿能源 | 3.06 | 15.60 | 6.13 | | 7 | 601857.SH | 中国石油 | 2.50 | 1.78 | 5.45 | | 8 | 000928.SZ | 中钢国际 | 2.21 | 6.54 | 4.61 | | ਰੇ | 007588 SZ | 金杯申 | 2 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600820 股票简称：隧道股份 编号：临2025-047 债券代码：115633 债券简称：23隧道K1 债券代码：115902 债券简称：23隧道K2 上海隧道工程股份有限公司 关于2025年前三季度主要经营情况更正公告 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。 单位：万元 币种：人民币 ■■ 上海隧道工程股份有限公司（以下简称"隧道股份"、"公司"）于2025年10月18日披露了《公司2025年前 三季度主要经营情况公告》（公告编号：临2025-046）。因工作人员统计失误，"施工、设计、运营及 数字业务"表格-施工业务一栏中， 一一上海市市外业务-中标合同量（2,251,377.57万元）、业务占比（38.43%）、较上年同期增减 （-10.59%）； 一一海外业务-中标合同量（835,027.97万元）、业务占比（14.25%）、较上年同期增减（189.88%）。 以上两列数据发生错误。经进一步核实，正确数据应为： 一一上海市市外业务-中标合同量 ...

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the past 30 days include Rongbai Technology, Jingzhida, Shouchuang Environmental Protection, World, and Jiufeng Energy [12] - In the last five days, the most researched companies were Dike Co., Jiuzhou Pharmaceutical, Aipeng Medical, Juzan Optoelectronics, and LiuGong [13] - Among the top twenty companies in the past 30 days, 11 had ten or more rating agencies, with Huafeng Measurement and Huichuan Technology expected to see significant growth in net profit for the first half of 2025 compared to 2024 [12] Group 2: Major Shareholder Increase in A-Share Companies - From October 13 to October 17, 2025, six A-share companies announced significant shareholder increases, with Luyin Investment and Beichen Industrial planning to increase their holdings by amounts exceeding 1% of the latest market value [17] - From January 1 to October 17, 2025, a total of 285 companies announced shareholder increases, with 81 having ten or more rating agencies, and 20 of these companies planning increases exceeding 1% of their latest market value [19] Group 3: A-Share Company Buyback Situation - From October 13 to October 17, 2025, 72 companies announced buyback progress, with 12 having ten or more rating agencies, and four companies expected to have buyback amounts exceeding 1% of their market value [24] - From January 1 to October 17, 2025, 1,768 companies announced buyback progress, with 383 having ten or more rating agencies, and 89 companies expected to have buyback amounts exceeding 1% of their market value [27]

| 证券代码：600820 | 股票简称：隧道股份 | | | 编号：临 | 2025-047 | | --- | --- | --- | --- | --- | --- | | 债券代码：115633 | 债券简称：23 | 隧道 | K1 | | | | 债券代码：115902 | 债券简称：23 | 隧道 | K2 | | | 更正后： 上海隧道工程股份有限公司 关于 2025 年前三季度主要经营情况更正公告 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。 上海隧道工程股份有限公司（以下简称"隧道股份"、"公司"） 于 2025 年 10 月 18 日披露了《公司 2025 年前三季度主要经营情况公 告》（公告编号：临 2025-046）。因工作人员统计失误，"施工、设 计、运营及数字业务"表格-施工业务一栏中， ——上海市市外业务-中标合同量（2,251,377.57 万元）、业务占 比（38.43%）、较上年同期增减（-10.59%）； ——海外业务-中标合同量（835,027.97 万元）、业务占比（14.2 ...