| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002062 | 宏润建设 | 10.19 | 5.82% | 49.08万 | | 4.97亿 | | 603316 | 诚邦股份 | 14.81 | 5.63% | 27.64万 | | 4.06亿 | | 002586 | ST間海 | 4.92 | 4.90% | 27.29万 | | 1.31亿 | | 603843 | *STIF平 | 5.31 | 3.91% | - 33.36万 | | 26597 | | 603176 | 汇通集团 | 5.80 | 3.76% | 11.21万 | | 6410.25万 | | 001267 | 汇绿生态 | 29.15 | 3.74% | 63.69万 | | 18.31亿 | | 300649 | 杭州园林 | 15.24 | 1.87% | 2.74万 | | 4141.80万 | | 002775 | 文科股份 | 4.35 | 1.64% | 19.61万 | | 84 ...

证券之星消息，1月27日基础建设板块较上一交易日下跌2.16%，国晟科技领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。基础建设板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603778 | 国晟科技 | 16.85 | -9.21% | 81.24万 | 14.24亿 | | 601390 | 中国中铁 | 5.54 | -4.48% | 699.80万 | 39.19 Z | | 601669 | 中国电建 | 5.78 | -3.34% | 385.72万 | 22.37 Z | | 002775 | 文科股份 | 4.48 | -3.03% | 30.95万 | 1.38亿 | | 601611 | 中国核建 | 16.23 | -2.99% | 87.72万 | 14.21 乙 | | ...

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [4] Core Views - Infrastructure investment is experiencing a short-term bottoming out, with cumulative year-on-year growth turning negative for the first time since 2004. In 2025, narrow infrastructure (excluding electricity) completed 18.08 trillion yuan, down 2.20% year-on-year, while broad infrastructure totaled 24.50 trillion yuan, down 1.48% year-on-year. December saw significant declines, with narrow and broad infrastructure down 12.22% and 15.95% year-on-year, respectively. Despite this, major strategic projects are expected to continue, and infrastructure investment is anticipated to stabilize and recover gradually [5][12][22]. Summary by Sections Infrastructure Investment - In 2025, narrow infrastructure investment completed 18.08 trillion yuan, down 2.20% year-on-year, while broad infrastructure totaled 24.50 trillion yuan, down 1.48% year-on-year. December saw a year-on-year decline of 12.22% for narrow infrastructure and 15.95% for broad infrastructure, with significant drops in water conservancy and public facilities management [5][12]. New Orders - New orders in 2025 showed a pattern of stability among central enterprises, with China State Construction, China Railway, China Electric Power, and China Energy achieving new orders of 4.15 trillion yuan, 2.75 trillion yuan, 1.33 trillion yuan, and 1.45 trillion yuan, respectively. Local state-owned enterprises exhibited more significant differentiation, with Shanghai Construction, Shaanxi Construction, and Pudong Construction seeing declines of 35%, 25%, and 23% year-on-year, while Sichuan Road and Bridge saw a substantial increase of 47% year-on-year [6][17]. Market Performance - The construction and decoration index rose by 1.88% during the week, with chemical engineering, steel structure, and international engineering leading the gains at 10.70%, 7.71%, and 4.49%, respectively. A total of 123 stocks in the construction sector rose, with the top five performers being Huawi Design (+51.92%), Zhite New Materials (+49.21%), and others [8][28]. Company Dynamics - Several companies reported significant changes in their financial performance for 2025. For instance, China Metallurgical Group expects a net profit decline of 76.28% to 80.73% due to ongoing losses in the real estate sector and substantial asset impairment provisions. In contrast, companies like Xinjiang Jiaojian anticipate a net profit increase of 50.14% to 125.22% [24][25].

Core Viewpoint - The A-share market is experiencing significant investment interest in the controllable nuclear fusion sector, with the Wind nuclear fusion index rising by 20.5% at its peak in January and currently up by 15.92%, with monthly trading volume exceeding 780 billion yuan [1][2]. Industry Developments - Several companies, including Zhongji HuanKe, Antai Technology, Tiangong International, and Xuguang Electronics, have disclosed their involvement in controllable nuclear fusion, while others have clarified their limited business scale to manage market expectations [2][13]. - The compact fusion energy experimental device (BEST) in Hefei has made significant progress, with key components successfully delivered, and it is expected to be completed by 2027, potentially becoming the first device to achieve fusion power generation [4][15]. - The controllable nuclear fusion industry is advancing rapidly in China, with a notable increase in commercialization efforts since 2022, and a significant number of startups emerging in the past five years, attracting around $6.5 billion in investments [6][16]. Market Performance - As of January 23, 2026, many nuclear fusion concept stocks have seen substantial gains, with companies like Zinc Industry Co., Yuguang Gold Lead, and Western Materials hitting their daily price limits [2][14]. - The stock prices of companies involved in nuclear fusion have shown significant increases, with Zhongji HuanKe's stock rising by 18.31% since the beginning of January [18]. Regulatory Environment - The implementation of the Atomic Energy Law on January 15, 2023, encourages and supports controllable nuclear fusion, providing a foundational framework for the industry's development [5][16]. Company Initiatives - Companies like Antai Technology and Tiangong International are actively participating in nuclear fusion projects, with Antai signing agreements for advanced filter projects and Tiangong achieving breakthroughs in neutron shielding materials [19][20]. - Star Ring Fusion announced a record-breaking 1 billion yuan A-round financing, with plans to complete engineering validation by 2028 and start construction of a commercial demonstration reactor by around 2032 [17][18].

Core Viewpoint - The announcement details the election of Yin Weiping as the Chairman of China Nuclear Engineering Construction Corporation (CNEC) and the subsequent adjustments to the board's specialized committees [1][2]. Group 1: Election of Chairman - On January 22, 2026, CNEC held its sixth meeting of the fifth board of directors, where the proposal to elect Yin Weiping as the Chairman was approved [2][4]. - Yin Weiping's term as Chairman will last until the end of the current board's term [2][3]. Group 2: Adjustments to Board Committees - Following the change in Chairman, adjustments were made to the members of the Strategic and Investment Committee and the Nomination Committee [3]. - The new composition of the Strategic and Investment Committee includes Yin Weiping (Convener), Dai Xiong Biao, Chen Xue Ying, Zhang Lu, and Wu Wan Liang [3]. - The Nomination Committee now consists of Yin Weiping (Convener), Wu Wan Liang, and Chen Li [3]. Group 3: Background of Yin Weiping - Yin Weiping, born in 1970, is a senior engineer and a member of the Communist Party, with extensive experience in various roles within the nuclear industry [5].

证券代码：601611 证券简称：中国核建 公告编号：2026-008 (二)股东会召开的地点：上海市青浦区蟠龙路500号中核科创园A1办公楼 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 中国核工业建设股份有限公司 2026年第一次临时股东会决议公告 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法律责任。 重要内容提示： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2026年1月22日 ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 公司2026年第一次临时股东会由董事会召集，经与会董事推举，由戴雄彪董事主持。会议的召集、召开 及表决方式符合《公司法》《公司章程》等相关规定。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事7人，出席6人，董事张路因工作原因未出席。 (一)累积投票议案表决情况 (二)涉及重大事项，5%以下股东的表决情况 ■ (三)关于议案表决的有关情况说明 上述议案已对中小投资者单独计票。 三、律师见证情况 1、本次股东会 ...

证券代码：601611 证券简称：中国核建 公告编号：2026-010 中国核工业建设股份有限公司 关于选举董事长、调整董事会 专门委员会委员的公告 公司董事会及全体董事保证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。 中国核工业建设股份有限公司（以下简称"公司"）于2026年1月22日召开第五届董事会第六次会议，审 议通过了《关于选举董事长的议案》，现将有关情况公告如下： 一、选举董事长有关情况 根据《公司章程》规定，公司董事会选举尹卫平董事担任第五届董事会董事长，任期自董事会审议通过 之日起至第五届董事会任期届满之日止。 尹卫平董事简历详见公司于2026年1月7日披露的《中国核建关于董事长、法定代表人离任及提名董事的 公告》（公告编号：2026-002）。 二、调整董事会专门委员会委员有关情况 根据《公司章程》规定，因公司董事长变更，对董事会战略与投资委员会、提名委员会成员进行调整， 调整后的情况如下： 1.战略与投资委员会：尹卫平（召集人）、戴雄彪、陈学营、张路、吴万良； 2.提名委员会：尹卫平（召集人）、吴万良、陈力。 特此公告。 中国核工业建 ...

根据《公司章程》规定，公司董事会选举尹卫平董事担任第五届董事会董事长，任期自董事会审议通过 之日起至第五届董事会任期届满之日止。 此前，尹卫平已明确出任中国核建党委书记。 根据《公司章程》规定，因公司董事长变更，对董事会战略与投资委员会、提名委员会成员进行调整， 调整后的情况如下：战略与投资委员会：尹卫平（召集人）、戴雄彪、陈学营、张路、吴万良；提名委 员会：尹卫平（召集人）、吴万良、陈力。 1月22日，中国核工业建设股份有限公司（以下简称"公司"）公告称，公司于2026年1月22日以现场方式 召开第五届董事会第六次会议，审议通过了《关于选举董事长的议案》。 国电力报 来源：中 ...

证券代码：601611 证券简称：中国核建 公告编号：2026-010 中国核工业建设股份有限公司 关于选举董事长、调整董事会专门委员会委员的公告 中国核工业建设股份有限公司（以下简称"公司"）于2026年1月22日召开第 五届董事会第六次会议，审议通过了《关于选举董事长的议案》，现将有关情况 公告如下： 一、选举董事长有关情况 根据《公司章程》规定，公司董事会选举尹卫平董事担任第五届董事会董事 长，任期自董事会审议通过之日起至第五届董事会任期届满之日止。 尹卫平董事简历详见公司于2026年1月7日披露的《中国核建关于董事长、法 定代表人离任及提名董事的公告》（公告编号：2026-002）。 二、调整董事会专门委员会委员有关情况 根据《公司章程》规定，因公司董事长变更，对董事会战略与投资委员会、 提名委员会成员进行调整，调整后的情况如下： 1.战略与投资委员会：尹卫平（召集人）、戴雄彪、陈学营、张路、吴万良； 2.提名委员会：尹卫平（召集人）、吴万良、陈力。 特此公告。 中国核工业建设股份有限公司董事会 2026年1月23日 公司董事会及全体董事保证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 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于中国核工业建设股份有限公司 2026 年第一次临时股东会的 法律意见书 国枫律股字[2026]A0020 号 致：中国核工业建设股份有限公司（贵公司） 3．本所及经办律师依据《证券法》《证券法律业务管理办法》《证券法律业务执业 规则》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格履行了法定职 责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保证本法律意见所认定 的事实真实、准确、完整，所发表的结论性意见合法、准确，不存在虚假记载、误导性 陈述或者重大遗漏，并承担相应法律责任； 4．本法律意见书仅供贵公司本次会议之目的使用，不得用作任何其他用途。本所 律师同意将本法律意见书随贵公司本次会议决议一起予以公告。 本所律师根据《公司法》《证券法》《股东会规则》《证券法律业务管理办法》《证 券法律业务执业规则》等相关法律、行政法规、规章、规范性文件的要求，按照律师行 业公认的业务标准、道德规范和勤勉尽责精神，对贵公司 ...