| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600491 龙元建设 | | 3435.60万 | 22.09% | -1110.38万 | -7.14% | -2325.22万 | -14.95% | | 601789 宁波建工 | | -111.49万 | -0.78% | 313.06万 | 2.18% | -201.56万 | -1.40% | | 000628 高新发展 | | -347.87万 | -0.83% | 1085.33万 | 2.60% | -737.46万 | -1.77% | | 601668 中国建筑 | | -368.00万 | -0.40% | 1490.05万 | 1.62% | -1122.05万 | -1.22% | | 600939 重庆建工 | | -439.07万 | -8.22% | -59.46万 | -1.11% | 498.53万 | 9.33% | | 60 ...

证券之星消息，10月23日房屋建设板块较上一交易日上涨0.59%，陕建股份领涨。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%。房屋建设板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601668 | 中国建筑 | 7026.40万 | 6.80% | -8902.47万 | -8.61% | 1876.08万 | 1.82% | | 600248 陕建股份 | | 1376.28万 | 14.12% | -690.08万 | -7.08% | -686.20万 | -7.04% | | 600491 龙元建设 | | 549.96万 | 7.75% | -142.47万 | -2.01% | -407.48万 | -5.74% | | 600939 重庆建工 | | -139.86万 | -2.77% | -351.32万 | -6.95% ...

从资金流向上来看，当日房屋建设板块主力资金净流入6506.76万元，游资资金净流出5645.04万元，散户 资金净流出861.72万元。房屋建设板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000628 高新发展 | | 1.36 Z | 10.90% | -4531.84万 | -3.64% | -9038.41万 | -7.26% | | 600491 | 龙元建设 | 985.91万 | 9.07% | -1467.65万 | -13.50% | 481.75万 | 4.43% | | 002761 浙江建投 | | -132.52万 | -0.68% | -827.20万 | -4.26% | 959.72万 | 4.95% | | 600939 重庆建工 | | -295.17万 | -4.96% | -161.41万 | -2.71% | 456.57万 | 7.67% | ...

从资金流向上来看，当日房屋建设板块主力资金净流入2745.6万元，游资资金净流出6450.74万元，散户 资金净流入3705.14万元。房屋建设板块个股资金流向见下表： 证券之星消息，10月21日房屋建设板块较上一交易日上涨1.25%，龙元建设领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。房屋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) | | --- | --- | --- | --- | --- | --- | | 600491 | 龙元建设 | 3.62 | 5.54% | 68.75万 | 2.44亿 | | 600939 | 重庆建工 | 3.41 | 4.60% | 18.42万 | 6187.66万 | | 002761 | 浙江建投 | 9.38 | 2.85% | 20.26万 | 1.89亿 | | 600248 | 陕建股份 | 3.95 | 2.07% | 29.56万 | 1.16亿 | | 600170 | ┣海建工 | 2.91 | 1.75% | 350.34 ...

证券之星消息，10月20日房屋建设板块较上一交易日上涨0.33%，高新发展领涨。当日上证指数报收于 3863.89，上涨0.63%。深证成指报收于12813.21，上涨0.98%。房屋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) | | --- | --- | --- | --- | --- | --- | | 000628 | 高新发展 | 49.76 | 2.01% | 6.23万 | 3.10亿 | | 600491 | 龙元建设 | 3.43 | 1.18% | 16.05万 | 5484.37万 | | 601789 | 宁波建工 | 5.40 | 1.12% | 21.98万 | 1.18亿 | | 600170 | 上海建工 | 2.86 | 0.70% | 283.43万 | 8.08亿 | | 002761 | 浙江建投 | 9.12 | 0.66% | 8.44万 | 7678.45万 | | 600939 | 重庆建工 | 3.26 | 0.62% | 9.13万 | 2962.93万 | | 601668 | 中国建筑 | 5 ...

Market Overview - The housing construction sector experienced a decline of 0.13% on October 16, with high-tech development leading the losses [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Key stocks in the housing construction sector showed mixed results, with China State Construction (601668) rising by 0.53% to a closing price of 5.65, while High-Tech Development (000628) fell by 2.96% to 50.77 [1] - The trading volume and turnover for major stocks included: - China State Construction: 2.32 million shares, turnover of 1.306 billion [1] - High-Tech Development: 86,300 shares, turnover of 444 million [1] Capital Flow - The housing construction sector saw a net outflow of 169 million from institutional investors, while retail investors contributed a net inflow of 174 million [1] - Detailed capital flow for selected stocks indicated: - China State Construction had a net inflow of 70.61 million from institutional investors [2] - High-Tech Development experienced a net outflow of 40.46 million from institutional investors [2] - Retail investors showed varying levels of net inflow across different stocks, with Chongqing Construction (600939) seeing a significant 21.12% net inflow [2]

10月14日，重庆建工集团股份有限公司（以下简称"重庆建工"，600939.SH）发布关于为所属子公司提 供担保的进展公告，披露了公司截至2025年9月30日的担保情况、后续担保计划及被担保子公司经营现 状。 公告显示，截至2025年9月30日，重庆建工及其全资子公司对所属全资子公司（含全资孙公司）提供担 保的余额为55.95亿元，占公司最近一期经审计的归属于上市公司股东净资产的比例达71.71%。 不过，重庆建工表示因部分被担保方将归还到期借款，预计同期可释放担保额度约22.71亿元，因此已 提供及预计提供的担保总额不会超出年度担保额度。 重庆建工在公告中强调，公司及全资子公司为所属子公司提供担保是依照董事会和股东大会决议授权开 展的合理经营行为，其目的是为了更好地支持子公司的经营及业务发展需要，保证其生产经营活动的顺 利开展，符合公司实际经营情况和整体发展战略。 （文章来源：中国经营报） 值得注意的是，其中为最近一期资产负债率超过70%的全资子公司提供的担保余额为54.52亿元，公司 特别提示了这一潜在风险点。 从担保审批背景来看，重庆建工曾于2025年4月29日、6月25日分别召开第五届董事会第四十次会 ...

Core Insights - The housing construction sector experienced a slight increase of 0.09% on October 14, with Chongqing Construction leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Sector Performance - Key stocks in the housing construction sector showed varied performance, with Chongqing Construction (600939) rising by 2.11% to a closing price of 3.38 [1] - Other notable performers included Longyuan Construction (600491) with a 0.58% increase and Shaanxi Construction (600248) with a 0.51% increase [1] - Conversely, Zhejiang Construction Investment (002761) and Ningbo Construction (601789) saw declines of 0.32% and 1.80%, respectively [1] Capital Flow - The housing construction sector saw a net inflow of 42.563 million yuan from institutional investors, while retail investors contributed a net inflow of 82.4275 million yuan [1] - However, there was a net outflow of 125 million yuan from speculative funds [1] Individual Stock Capital Flow - Shanghai Construction (600170) had a net inflow of 67.0545 million yuan from institutional investors, while it experienced a net outflow of 68.9105 million yuan from speculative funds [2] - High-tech Development (000628) also saw a net inflow of 21.7117 million yuan from institutional investors, but a net outflow of 14.0833 million yuan from speculative funds [2] - China State Construction (601668) had a net inflow of 12.1659 million yuan from institutional investors, with a significant net outflow of 48.1515 million yuan from speculative funds [2]

Core Viewpoint - The company, Chongqing Construction Group Co., Ltd., has provided guarantees for its wholly-owned subsidiaries, with a total guarantee balance of 5.595 billion yuan, which accounts for 71.71% of the company's latest audited net assets attributable to shareholders [2][5]. Summary by Sections Guarantee Progress - The company approved a guarantee plan for 2025, allowing a total guarantee amount of 6.104 billion yuan for its wholly-owned subsidiaries, which can be reused [4]. - As of September 30, 2025, the company has no overdue external guarantees, and all guarantees provided do not involve counter-guarantees [3][4]. Guarantee Necessity and Reasonableness - The guarantees are considered a reasonable business practice authorized by the board and shareholders to support the subsidiaries' operations and business development [6]. - The company maintains effective control over the operational risks and creditworthiness of the subsidiaries, ensuring that the guarantees do not harm the interests of the company or minority shareholders [6]. Guarantee Balances and Overdue Guarantees - As of September 30, 2025, the total guarantee balance provided by the company and its wholly-owned subsidiaries is 5.595 billion yuan, within the approved annual guarantee limit [6]. - The company has also provided guarantees totaling 1.021 billion yuan to controlling shareholders and other related parties, along with additional credit enhancement measures for its joint ventures [6].

Core Points - The Shanghai Composite Index is at 3906.88 points, above the six-month moving average, with a gain of 0.45% [1] - A total trading volume of A-shares reached 1,197.71 billion yuan today [1] - 158 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates from the six-month moving average include: - Aienju (11.21% deviation, latest price 21.46 yuan) [1] - Huifeng Diamond (8.50% deviation, latest price 31.92 yuan) [1] - Jiuan Medical (4.78% deviation, latest price 40.21 yuan) [1] - Other stocks that have just crossed the six-month moving average include: - Ningbo Energy, China National Heavy Duty Truck Group, and Tongda Shares [1] Trading Data - The trading data for stocks that broke the six-month moving average on October 14 includes: - Aienju: 13.85% increase, 18.54% turnover rate [1] - Huifeng Diamond: 15.53% increase, 14.22% turnover rate [1] - Jiuan Medical: 5.29% increase, 2.42% turnover rate [1] - Additional stocks with notable performance include: - Chutianlong (4.88% increase) and Daqian Ecology (5.04% increase) [1]