Core Insights - The engineering consulting services sector experienced a rise of 1.91% on February 3, with Shenzhen Ruijie leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Sector Performance - Shenzhen Ruijie (300977) closed at 25.20, with a significant increase of 6.92% and a trading volume of 39,900 shares, amounting to a transaction value of 97.39 million yuan [1] - Other notable performers included: - Company 300989, closing at 16.47, up 3.98% with a trading volume of 60,900 shares [1] - Huatu Shanding (300492) closed at 81.60, up 3.80% with a transaction value of 249 million yuan [1] - New City (300778) closed at 14.24, up 3.64% with a transaction value of 105 million yuan [1] Capital Flow - The engineering consulting services sector saw a net outflow of 34.60 million yuan from institutional investors, while retail investors experienced a net outflow of 4.22 million yuan [2] - Conversely, speculative funds recorded a net inflow of 38.83 million yuan [2] Individual Stock Capital Flow - Major capital flows included: - Taiji Industry (600667) with a net outflow of 31.35 million yuan from institutional investors and a net inflow of 35.56 million yuan from speculative funds [3] - Company 300989 had a net inflow of 20.92 million yuan from institutional investors [3] - Shenzhen Ruijie (300977) recorded a net inflow of 3.37 million yuan from speculative funds [3]

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering sector [11] Core Insights - In the inflation cycle, the prices of commodities such as copper and gold are rising, benefiting construction state-owned enterprises with quality mining rights, while the chemical industry is also expected to show profit resilience due to price elasticity [2][10] Summary by Relevant Sections Resource Sector - China Railway has invested in five modern mines, producing significant quantities of copper, cobalt, molybdenum, lead, zinc, and silver, with a revenue increase of 8.04% year-on-year in resource utilization business [6] - China Power Construction holds a 25.28% stake in Huagang Mining, with copper and cobalt production figures reported for 2025 [7] - Shanghai Construction's mining operations include a significant gold mine in Eritrea, contributing to substantial revenue from gold sales [8] - Sichuan Road and Bridge has developed a resource reserve system focusing on various minerals, with significant overseas projects [9] Chemical Industry - China Chemical has a broad chemical industrial layout, including significant production capacities for various chemicals and advancements in technology for epoxy propylene production [10] - The company has also made progress in potassium and phosphate mining, with substantial production and sales figures reported for 2025 [10] Market Performance - The construction sector's performance has varied, with specific sub-sectors showing positive growth rates year-to-date, such as chemical engineering and steel structure [20][21]

证券代码：600846 股票名称：同济科技 公告编号：2026-004 上海同济科技实业股份有限公司 关于变更签字注册会计师的公告 特别提示 签字注册会计师：吉同刚，拥有注册会计师执业资质。2009年开始从事上市公司审计，2025年开始在大 信所执业，2016年成为注册会计师。先后为多家上市公司提供服务，近三年未签署上市公司审计报告。 在房地产、建筑工程、环保工程等行业具有丰富的审计经验。未在其他单位兼职。 2.诚信记录 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。 上海同济科技实业股份有限公司（以下简称"公司"）于2025年4月24日、2025年6月25日分别召开第十届 董事会第六次会议、2024年年度股东大会，审议通过了《关于聘任2025年度财务及内部控制审计机构的 议案》，同意聘任大信会计师事务所（特殊普通合伙）（以下简称"大信会计师事务所"）作为公司2025 年度财务及内部控制审计机构。具体内容详见公司于2025年4月26日披露的《关于聘任2025年度财务及 内部控制审计机构的公告》（公告编号：2025-011），以 ...

证券日报网讯 1月27日，同济科技发布公告称，公司2025年度财务及内部控制审计机构大信会计师事务 所因内部调整，将原签字注册会计师上官胜更换为吉同刚，变更后签字注册会计师为李潇、吉同刚，交 接已完成，不影响审计工作。 （文章来源：证券日报） ...

格隆汇1月27日丨同济科技(600846.SH)公布，2025年10月至12月，公司新签施工合同额约人民币11.48亿 元，较上年同期增长85.46%；其中超过1000万元以上的施工合同11个，合同金额累计11.10亿元。 ...

格隆汇1月27日｜同济科技公告，2025年10月至12月，公司新签施工合同额约人民币11.48亿元，较上年 同期增长85.46%；其中超过1000万元以上的施工合同11个，合同金额累计11.10亿元。2025年1-12月， 公司新签施工合同额合计人民币39.78亿元，较上年同期减少2.00%。 ...

同济科技公告，2025年10月至12月，公司新签施工合同额约人民币11.48亿元，较上年同期增长 85.46%；其中超过1000万元以上的施工合同11个，合同金额累计11.1亿元。2025年1-12月，公司新签施 工合同额合计人民币39.78亿元，较上年同期减少2.00%。 ...

证券代码：600846 股票名称：同济科技 公告编号：2026-005 上海同济科技实业股份有限公司 2025 年第四季度新签合同情况公告 | 特别提示 | | --- | | 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。 | 2025 年 10 月至 12 月，上海同济科技实业股份有限公司（以下简称"公司"） 新签施工合同额约人民币 11.48 亿元，较上年同期增长 85.46%；其中超过 1000 万元以上的施工合同 11 个，合同金额累计 11.10 亿元，具体情况如下： 上海同济科技实业股份有限公司董事会 二〇二六年一月二十八日 2025 年 1-12 月，公司新签施工合同额合计人民币 39.78 亿元，较上年同期 减少 2.00%。 截至本公告披露日，公司不存在已签订但尚未执行的重大项目的情况。 以上数据为阶段性数据，仅供投资者参考，最终数据以定期报告披露数据为 准。 特此公告。 | 项目 | 10-12 | 月新签合同数量 | 10-12 月新签合同金额 | | --- | --- | --- | --- ...

特别提示 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。 证券代码：600846 股票名称：同济科技 公告编号：2026-004 上海同济科技实业股份有限公司 关于变更签字注册会计师的公告 上海同济科技实业股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日、2025 年 6 月 25 日分别召开第十届董事会第六次会议、2024 年年度股东大会， 审议通过了《关于聘任 2025 年度财务及内部控制审计机构的议案》，同意聘任 大信会计师事务所（特殊普通合伙）（以下简称"大信会计师事务所"）作为公 司 2025 年度财务及内部控制审计机构。具体内容详见公司于 2025 年 4 月 26 日 披露的《关于聘任 2025 年度财务及内部控制审计机构的公告》（公告编号： 2025-011），以及于 2025 年 6 月 26 日披露的《上海同济科技实业股份有限公司 2024 年年度股东大会决议公告》（公告编号：2025-020）。 2026 年 1 月 26 日，公司收到大信会计师事务所出具的《关于变更签字人员 的承诺函》 ...

Core Insights - In the past five trading days (January 5 to January 9), 13 companies experienced significant shareholder increases, totaling 33.76 million shares and an aggregate increase amount of 402 million yuan [1] - During the same period, 163 companies had significant shareholder reductions, with a total reduction amount of 15.48 billion yuan [1] Summary by Category Shareholder Increases - Eight companies had increases exceeding 10 million yuan, with Wanrun Co., Ltd. leading at 7.50 million shares and an increase amount of 11.43 million yuan [1] - Tongji Technology followed with an increase of 5.62 million shares and 7.48 million yuan, while Aofei Data ranked third with an increase of 5.45 million yuan [1] - The distribution of increases showed that three companies were from the Growth Enterprise Market (GEM) and nine from the main board, with GEM increases totaling 7.41 million yuan and main board increases at 316 million yuan [1] Market Performance - Stocks with shareholder increases averaged a rise of 7.47% over the past five days, outperforming the Shanghai Composite Index during the same period [1] - Notable gainers included Aofei Data, with a rise of 23.58%, followed by Biological Shares at 15.46% and Hengshi Technology at 13.70% [1] - Conversely, Hengyi Petrochemical and Huamao Logistics experienced declines of 2.60% and 0.82%, respectively [1] Fund Flow - Among the stocks with shareholder increases, eight saw net inflows of main funds, with Biological Shares receiving the highest net inflow of 67 million yuan [2] - The companies with the largest net outflows included Huamao Logistics and Hengshi Technology, with outflows of 40 million yuan and 18 million yuan, respectively [2]