机构观点 机构对重庆建工关注度较低，最新舆情偏中性，无显著利好或利空评级。盈利预测显示2025年净利润预 计持续亏损，基本面承压；基金持股比例仅0.06%，市场情绪较为清淡。 以上内容基于公开资料整理，不构成投资建议。 经济观察网2026年2月6日，重庆建工（600939）召开第五届第五十二次董事会会议，审议了《关于公司 2026年度总体经营指标计划的议案》等文件，这可能影响公司未来经营策略。 股票近期走势 近5个交易日(2026年2月9日至2月13日)，重庆建工股价呈现震荡下行趋势。收盘价从3.22元降至3.15 元，累计跌幅约2.17%，同期振幅达3.79%。成交量在2月9日最高(1844.22万股)，2月13日最低(663.42万 股)，换手率从0.97%降至0.35%，显示市场交投活跃度逐步收敛。技术面上，股价近期处于布林带中下 轨区间，20日移动平均线压力位约3.28元，支撑位约3.10元。 ...

Group 1 - The Chongqing state-owned enterprise reform sector increased by 0.61% compared to the previous trading day, with Qianli Technology leading the gains [1] - On the same day, the Shanghai Composite Index closed at 4131.98, up 0.09%, while the Shenzhen Component Index closed at 14160.93, down 0.35% [1] - The trading volume and turnover for Qianli Technology were 347,300 shares and 369 million yuan, respectively, with a price increase of 2.22% [1] Group 2 - The net outflow of main funds in the Chongqing state-owned enterprise reform sector was 2.3995 million yuan, while retail investors saw a net inflow of 4.728 million yuan [2] - The trading data indicates that Qianli Technology had a net inflow of 25.4663 million yuan from main funds, while retail investors had a net outflow of 1.3324 million yuan [3] - The overall performance of stocks in the sector showed mixed results, with some stocks like Qianli Technology and Sanfeng Environment experiencing gains, while others like Chongqing Port and Chongqing Water experienced losses [3]

Market Overview - The Chongqing state-owned enterprise reform sector declined by 0.7% compared to the previous trading day, with Chongqing Pharmaceutical Holdings leading the decline [1] - The Shanghai Composite Index closed at 4128.37, up 0.13%, while the Shenzhen Component Index closed at 14210.63, up 0.02% [1] Stock Performance - Notable stock performances include: - Shanghai Sanmao (600689) closed at 14.29, up 0.78% with a trading volume of 30,300 shares and a turnover of 43.27 million yuan - Chongqing Construction (600939) closed at 3.23, up 0.31% with a trading volume of 133,800 shares and a turnover of 43.05 million yuan - Chongqing Pharmaceutical Holdings (000950) closed at 5.90, down 1.83% with a trading volume of 366,700 shares and a turnover of 218 million yuan [1][2] Capital Flow - The Chongqing state-owned enterprise reform sector experienced a net outflow of 119 million yuan from institutional investors, while retail investors saw a net inflow of 62.65 million yuan [2] - The capital flow for individual stocks shows: - Jieling Pickled Vegetables (002507) had a net inflow of 5.71 million yuan from institutional investors, but a net outflow of 13.01 million yuan from retail investors [3] - Chongqing Water (601158) had a net outflow of 3.40 million yuan from institutional investors, with a net inflow of 1.18 million yuan from retail investors [3]

Investment Rating - The investment rating for the construction decoration industry is "Positive" (maintained) [4] Core Viewpoints - The State Council meeting on February 6 emphasized the importance of effective investment for stabilizing economic growth, with major projects being a key focus for the "14th Five-Year Plan" [4][11] - In 2026, various provinces are disclosing major project lists, maintaining high investment intensity, with many provinces planning investments around 1 trillion yuan, indicating that stabilizing investment remains a core strategy for local economic work [5][12] - Infrastructure projects dominate the disclosed lists, with significant investments in transportation, municipal, water conservancy, and energy sectors, while advanced manufacturing and new energy projects are also on the rise, reflecting a focus on industrial upgrades and future growth [5][12] Summary by Sections 1. Weekly Insights - The State Council has set the direction for effective investment, highlighting major projects as crucial for the "14th Five-Year Plan" [11] - The focus is on long-term development needs and building future competitive advantages in key areas such as infrastructure and emerging industries [11] 2. Company Dynamics 2.1. Order-related - Companies like Chongqing Construction and Beixin Road and Bridge have secured significant project contracts, with Chongqing Construction winning two major projects worth approximately 11.19 billion yuan combined [14] 2.2. Other - Companies are engaging in strategic moves such as equity transfers and establishing investment funds to focus on sectors like intelligent manufacturing and new materials [16] 3. Market Review 3.1. Sector Tracking - The Shanghai Composite Index fell by 1.27%, while the construction decoration index dropped by 1.81%, with only a few stocks showing gains [17] 3.2. Major Transactions - A total of three companies engaged in block trades, with significant transaction volumes reported [18] 3.3. Infrastructure Data Tracking - New special bonds issued this week amounted to 134.28 billion yuan, with a cumulative issuance of 516.46 billion yuan, reflecting a year-on-year increase of 125.35% [22] 3.4. Funding Tracking - The macroeconomic indicators show a slight decline in the USD to RMB exchange rate and a decrease in the yield of ten-year government bonds [24]

■ 本次会议的召集、召开、审议程序符合《中华人民共和国公司法》等有关法律法规及《重庆建工集团股 份有限公司章程》的有关规定。会议的召集、召开及所作决议合法有效。 重庆建工集团股份有限公司 第五届董事会第五十二次会议决议公告 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。 一、董事会会议召开情况 重庆建工集团股份有限公司（以下简称"公司"）于2026年2月4日发出召开第五届董事会第五十二次会议 的通知。公司第五届董事会第五十二次会议于2026年2月6日以通讯方式召开。会议应参与表决的董事8 人，实际参与表决的董事8人。 二、董事会会议审议情况 （一）审议通过了《关于公司2026年度总体经营指标计划的议案》 表决结果：同意8票，反对0票，弃权0票。 （二）审议通过了《关于公司全资子公司受让参股公司股权的议案》 （三）审议通过了《关于修订公司〈内幕信息知情人登记管理制度〉的议案》 详情请参阅公司同日在上海证券交易所网站披露的《重庆建工内幕信息知情人登记管理制度》。 表决结果：同意8票，反对0票，弃权0票。 特此公告。 重庆建工 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——目标是囤700吨黄金！连续两年增持黄金最多的央行宣布：再买150吨 （记者 胡玲） 每经AI快讯，重庆建工2月6日晚间发布公告称，公司第五届第五十二次董事会会议于2026年2月6日以 通讯方式召开。会议审议了《关于公司2026年度总体经营指标计划的议案》等文件。 ...

重庆建工集团股份有限公司 内幕信息知情人登记管理制度 第四条 内幕信息知情人在内幕信息公开前负有保密义务。内幕 信息知情人应做好内幕信息的保密工作。在内幕信息依法披露前，不 得公开或泄露内幕信息，不得进行内幕交易或配合他人操纵证券交易 价格。 第五条 公司应当加强对内幕信息知情人的教育培训，确保内幕 信息知情人明确自身的权利、义务和法律责任，督促有关人员严格履 - 1 - 行信息保密职责，坚决杜绝内幕交易及其他证券违法违规行为。 第二章 内幕信息及内幕信息知情人的范围 第六条 本制度所称的内幕信息，是指涉及上市公司的经营、财 务或者对公司证券及其衍生品种交易价格有重大影响的信息，尚未公 开信息是指公司尚未在中国证监会指定的上市公司信息披露媒体或 网站上正式公开的事项，包括但不限于： 第一章 总 则 第一条 为规范重庆建工集团股份有限公司（以下简称"公司"） 内幕信息知情人行为的管理，做好内幕信息保密工作，维护公司信息 披露的公开、公平、公正原则，维护广大投资者的合法权益，根据《中 华人民共和国公司法》《中华人民共和国证券法》（以下简称《证券 法》）、中国证券监督管理委员会（以下简称"中国证监会"）《上市 公司 ...

一、董事会会议召开情况 重庆建工集团股份有限公司（以下简称"公司"）于 2026 年 2 月 4 日发出召开第五届董事会第五十二次会议的通知。公司第五届董事会 第五十二次会议于 2026 年 2 月 6 日以通讯方式召开。会议应参与表 决的董事 8 人，实际参与表决的董事 8 人。 本次会议的召集、召开、审议程序符合《中华人民共和国公司法》 等有关法律法规及《重庆建工集团股份有限公司章程》的有关规定。 会议的召集、召开及所作决议合法有效。 二、董事会会议审议情况 （一）审议通过了《关于公司 2026 年度总体经营指标计划的议 案》 | 证券代码：600939 | 证券简称：重庆建工 | | 公告编号：临 | 2026-008 | | --- | --- | --- | --- | --- | | 债券代码：254104 | 债券简称：24 渝建 | 01 | | | 重庆建工集团股份有限公司 第五届董事会第五十二次会议决议公告 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。 详情请参阅公司同日在上海证券交易所网站披露的《 ...

重庆建工公告称，公司第五届董事会第五十二次会议于2月6日召开。会议审议通过2026年度总体经营指 标计划。同意全资子公司重庆交通建设（集团）有限责任公司，以不高于0.8元的价格在重庆联交所公 开摘牌受让重庆成渝垫丰武高速公路有限公司3.49%股权，对应实缴出资额0元。此外，还通过修订 《内幕信息知情人登记管理制度》的议案。 ...

Group 1: Open Market Operations - The central bank conducted a 7-day reverse repurchase operation of 118.5 billion yuan at a fixed rate of 1.40%, with a total bid amount of 118.5 billion yuan and a successful bid amount of 118.5 billion yuan [1] - Additionally, a 14-day reverse repurchase operation of 300 billion yuan was conducted using a fixed quantity and multi-price bidding method [1] - On the same day, 354 billion yuan of reverse repos matured, resulting in a net injection of 64.5 billion yuan, or a net withdrawal of 235.5 billion yuan if excluding the 14-day operation [1] Group 2: Market Liquidity - The interbank market liquidity remains stable but slightly loose, with the weighted average rate of DR001 staying around 1.32% [3] - Overnight quotes in the anonymous click (X-repo) system are around 1.3%, indicating ample supply; non-bank institutions are borrowing overnight against credit bonds at rates around 1.5% or slightly lower [3] - The latest overnight financing rate in the U.S. is reported at 3.69% [3] Group 3: Interbank Certificates of Deposit - The latest transaction rate for one-year interbank certificates of deposit among major banks is around 1.60%, showing a slight decline from the previous day [6] Group 4: Bond Market Overview - Major interest rate bonds in the interbank market have generally seen a decline in yields [8] - The closing prices for government bond futures indicate a rise, with the 30-year main contract up by 0.38%, the 10-year main contract up by 0.08%, the 5-year main contract up by 0.07%, and the 2-year main contract up by 0.04% [14] Group 5: Recent News and Developments - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly issued a notice regarding tax exemptions for residents of Hainan Free Trade Port on imported goods within specified limits [12] - The U.S. has officially formed a critical minerals alliance, emphasizing the importance of maintaining a stable and secure global supply chain for critical minerals [12] - U.S. Treasury Secretary Basant noted continued significant inflows of foreign capital into U.S. Treasury bonds and the stock market [15]