东材科技：2025年净利润同比预增65.73% 1月30日，东材科技(601208)发布业绩预告，2025年度预计实现归属于上市公司股东的净利润为3亿元左 右，同比增加65.73%左右。 航天电子：2025年净利润同比预减55%–65% 1月30日，航天电子(600879)发布业绩预告，预计2025年度实现归属于上市公司股东的净利润为1.92亿元 到2.47亿元，同比减少55%到65%。 欧莱新材：2025年预亏3300万–4800万元 1月30日，欧莱新材(688530)发布业绩预告，预计2025年归母净利亏损3300万-4800万元，上年同期盈利 2816.93万元，同比由盈转亏。 龙建股份：2025年累计中标金额同比增长2.8% 1月30日，龙建股份(600853)发布公告称，公司2025年全年累计中标项目合计金额217.23亿元，同比增长 2.8%。 九鼎新材：2025年净利润同比预增187.68%–231.68% 1月30日，九鼎新材(002201)发布业绩预告，预计2025年归母净利8500万-9800万元，同比增长 187.68%-231.68%。 传艺科技：2025年预盈7800万–1.03亿 ...

| 担保对象一 | 被担保人名称 | | | 黑龙江省龙建路桥第一工程有限公司 | | --- | --- | --- | --- | --- | | | 本次担保金额 | 20,000.00 | 万元 | | | | 实际为其提供的担保余额 | 59,000.00 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | 是 | 否 | □不适用：_________ | | 担保对象二 | 被担保人名称 | | | 黑龙江省龙建路桥第三工程有限公司 | | | 本次担保金额 | 6,524.00 | 万元 | | | | 实际为其提供的担保余额 | 6,524.00 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | 是 | 否 | □不适用：_________ | 担保对象及基本情况 证券代码：600853 证券简称：龙建股份 公告编号：2026-010 龙建路桥股份有限公司 关于公司为子公司提供担保进展的公告 本公司董事会及全体 ...

龙建路桥股份有限公司（以下简称公司）根据《上海证券交易所上 市公司行业信息披露指引第八号——建筑》的相关规定，现将 2025 年 第四季度主要经营数据（未经审计）公告如下： | 本 | 年 | 累 | 计 | 本 | 年 | 累 | 计 | 上 | 年 | 同 | 期 | 第四季 | 第 | 四 | 季 | 度 | 本年累 | 中 | 标 | 尚 | 未 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 分 | 中 | 标 | 项 | 目 | 累 | 计 | 中 | 标 | 同 | 比 | 度中标 | 中 | 标 | 项 | 目 | 计中标 | 签 | 合 | 同 | 项 | 序号 | 地 | 分行 ...

证券代码：600853 证券简称：龙建股份 公告编号：2026-009 龙建路桥股份有限公司 向不特定对象发行可转换公司债券发行结果公告 保荐人（联席主承销商）：中银国际证券股份有限公司 联席主承销商：国开证券股份有限公司 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法律责任。 重要内容提示： 龙建路桥股份有限公司（以下简称"发行人"或"公司"）向不特定对象发行 可转换公司债券（以下简称"可转债"）已获得中国证券监督管理委员会证监许可 〔2025〕1496 号文同意注册。中银国际证券股份有限公司（以下简称"保荐人（联 席主承销商）"或"中银证券"）为本次发行的保荐人（联席主承销商）、国开证券 股份有限公司（以下简称"国开证券"）为本次发行的联席主承销商（中银证券和 国开证券以下合称"联席主承销商"）。本次发行的可转债简称为"龙建转债"，债 券代码为"110100"。 | 类别 | 认购数量（手） | 放弃认购数量（手） | | --- | --- | --- | | 原股东 | 811,963 | 0 | | 网上社会公众投资者 | ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - In the week of January 19 - 23, the stock market had large - scale net outflows of funds from important index ETFs, but the main indices were still oscillating strongly. The bond market was affected by regulatory news and the central bank's actions, with the 10 - year Treasury bond rate falling. The convertible bond market generally rose, with the CSI Convertible Bond Index up 2.92% [1][7][8]. - In the context of strong equity market sentiment and tight supply - demand of convertible bonds, the convertible bond market continued to rise last week, with the CSI Convertible Bond Index hitting a new high in nearly 10 years. It is recommended to avoid the risks of individual bonds with high redemption pressure and limited upward driving force of the underlying stocks [2][17]. - Looking forward, although the valuation vulnerability of the convertible bond market has further increased, the upward trend of the equity market is clear, providing support for convertible bond valuation. In the coming week, it is advisable to focus on sectors with high performance certainty and low - valuation leading stocks in under - performing industries [3][18]. 3. Summary by Relevant Catalogs 3.1 Market Focus (January 19 - 23) - **Stock Market**: There were large - scale net outflows of funds from important index ETFs, but the main indices were oscillating strongly with daily trading volume above 2.5 trillion yuan. The "15th Five - Year Plan" for power grid investment boosted the power grid equipment sector, and precious metals rose significantly due to global geopolitical situations. Different sectors showed fragmented performance on different days, and most Shenwan primary industries rose, with building materials, petroleum and petrochemicals, etc. leading the gains, while banks, communication, etc. lagging behind [1][7][8]. - **Bond Market**: The economic data announced last week was in line with expectations. The mid - week capital situation was tight but improved after the central bank's intervention. News of regulatory intention to cool the equity market was favorable for the bond market sentiment. The 10 - year Treasury bond rate closed at 1.8298% on Friday, down 1.26bp from the previous week [1][7][8]. - **Convertible Bond Market**: Most convertible bond individual securities rose. The CSI Convertible Bond Index was up 2.92% for the week, the median price was up 3.01%, and the arithmetic average parity was up 3.66%. The overall conversion premium rate decreased by 0.96% compared with the previous week. The textile and clothing, steel, and petroleum and petrochemical sectors in the convertible bond market led the gains, while social services, media, etc. lagged behind. In terms of individual bonds, Jiamei, Fuxin, etc. had the top gains, while Dongshi, Yinbang, etc. had the top losses. The total trading volume of the convertible bond market last week was 4395.97 billion yuan, with an average daily trading volume of 879.19 billion yuan, a decrease from the previous week [1][8][12]. 3.2 Views and Strategies (January 26 - 30) - **Risk Avoidance**: Strengthen the expected management of individual bond redemptions. Due to the "unexpected redemptions" of some targets at the beginning of the week, the valuation of high - parity convertible bonds was compressed. It is recommended to avoid the risks of individual bonds with high redemption pressure and limited upward driving force of the underlying stocks by considering factors such as remaining term and short - term stock price demands [2][17]. - **Investment Suggestions**: Although the valuation vulnerability of the convertible bond market has increased, the upward trend of the equity market provides support for convertible bond valuation. In the week of January 26 - 30, it is advisable to focus on sectors with high performance certainty such as semiconductor equipment and materials, chemical industry, lithium battery, CXO, etc., and low - valuation leading stocks in under - performing industries for absolute return funds [3][18]. 3.3 Valuation Overview - As of January 23, the average conversion premium rates of equity - biased convertible bonds in different price ranges were at high percentile values since 2010 and 2021. The average YTM of debt - biased convertible bonds with a parity below 70 yuan was - 5.66%, at the 0%/1% percentile since 2010 and 2021. The average implied volatility of all convertible bonds and the difference between the implied volatility and the long - term actual volatility of the underlying stocks were also at high percentile values [19]. 3.4 Primary Market Tracking - **Last Week (January 19 - 23)**: Aiwei and Longjian convertible bonds announced their issuance, and no convertible bonds were listed. Aiwei Convertible Bond has a scale of 19.01 billion yuan, and Longjian Convertible Bond has a scale of 10 billion yuan [26][27]. - **Next Week (January 26 - 30)**: No convertible bonds are announced for issuance, and Lianrui Convertible Bond will be listed, with a scale of 6.95 billion yuan [28][29]. - **Overall Situation**: As of January 23, there were 97 convertible bonds to be issued, with a total scale of 1522.3 billion yuan, including 8 that have been approved for registration, with a total scale of 61.6 billion yuan [30].

证券代码：600853 证券简称：龙建股份 公告编号：2026-008 龙建路桥股份有限公司 向不特定对象发行可转换公司债券网上中签结果公告 保荐人（联席主承销商）：中银国际证券股份有限公司 联席主承销商：国开证券股份有限公司 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法律责任。 根据《龙建路桥股份有限公司向不特定对象发行可转换公司债券发行公告》，本次 发行的发行人龙建路桥股份有限公司（以下简称"龙建股份"）与本次发行的保荐人（联 席主承销商）中银国际证券股份有限公司、联席主承销商国开证券股份有限公司于 2026 年 1 月 23 日（T+1 日）主持了龙建股份向不特定对象发行可转换公司债券（以下简称 "龙建转债"）网上发行中签摇号仪式。摇号仪式按照公开、公平、公正的原则在有关 单位代表的监督下进行，摇号结果经上海市东方公证处公证。现将网上中签结果公告如 下： | 末尾位数 | 中签号码 | | --- | --- | | 末"5"位数 | 18317 | | 末"6"位数 | 303737，428737，553737，678737 ...

证券代码：600853 证券简称：龙建股份 公告编号：2026-007 向不特定对象发行可转换公司债券 网上中签率及优先配售结果公告 保荐人（联席主承销商）：中银国际证券股份有限公司 龙建路桥股份有限公司 联席主承销商：国开证券股份有限公司 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法律责任。 重要内容提示： | 类别 | 中签率/配 | 有效申购数量 | 实际配售数量 | 实际获配金 | | --- | --- | --- | --- | --- | | | 售比例（%） | （手） | （手） | 额（元） | | 原股东 | 100 | 811,963 | 811,963 | 811,963,000 | | 网上社会公众投 资者 | 0.00196948 | 9,547,564,695 | 188,037 | 188,037,000 | | 网下机构投资者 | - | - | - | - | | 合计 | | 9,548,376,658 | 1,000,000 | 1,000,000,000 | 特别提示 龙建路桥股份有限公司 ...

Group 1 - The article discusses the issuance of convertible bonds by Aiwei Electronics and Longjian Co., highlighting their respective bond ratings and conversion prices [2] - Aiwei Electronics has a bond rating of AA+sti with a conversion price of 79.83 yuan and an issuance price of 100.00 yuan [2] - Longjian Co. has a bond rating of AA with a conversion price of 4.63 yuan and an issuance price of 100.00 yuan [2]

证券代码：600853 证券简称：龙建股份 公告编号：2026-006 龙建路桥股份有限公司（以下简称"龙建股份"、"发行人"或"公司"）向不特 定对象发行人民币 100,000 万元可转换公司债券（以下简称"可转债"或"龙建转债"， 代码"110100"）已获得中国证券监督管理委员会（以下简称"中国证监会"）证监许 可〔2025〕1496 号文同意注册。本次发行的保荐人（联席主承销商）为中银国际证券股 份有限公司（以下简称"保荐人（联席主承销商）"或"中银证券"）、联席主承销商 为国开证券股份有限公司（以下简称"国开证券"）（中银证券和国开证券以下合称"联 席主承销商"）。本次发行的《龙建路桥股份有限公司向不特定对象发行可转换公司债 券募集说明书摘要》（以下简称"《募集说明书摘要》"）及《龙建路桥股份有限公司 向不特定对象发行可转换公司债券发行公告》（以下简称"《发行公告》"）已于 2026 年 1 月 20 日（T-2 日）披露，投资者亦可在上海证券交易所网站（http://www.sse.com.cn） 查询《龙建路桥股份有限公司向不特定对象发行可转换公司债券募集说明书》（以下简 称"《募集说明书》"） ...

Group 1 - The core viewpoint of the news is that 24 companies have released their performance reports for 2025, with significant variations in revenue and profit growth among them [1][2][3] - Poly Developments reported the highest revenue at 308.26 billion yuan, but experienced a slight decline of 1.09% year-on-year [1][3] - Among the companies, 16 reported revenue growth, with the highest increase of 37.18% from Siyuan Electric, achieving 21.21 billion yuan in revenue [1][2] Group 2 - In terms of net profit, all companies that released performance reports were profitable, with five companies exceeding 10 billion yuan in net profit [2] - CITIC Bank led with a net profit of 70.62 billion yuan, reflecting a year-on-year growth of 2.98% [2][3] - The largest net profit growth was seen in Quanyuan Spring, which reported a net profit of 0.15 billion yuan, up 147.89% year-on-year [2]