同日耗资507.7万元回购165万A股，每股回购价3.04-3.09元。 格隆汇2月5日丨中国中冶(01618.HK)公告，2月5日耗资180.6万港元回购97.5万股，每股回购价1.84-1.88 港元。 ...

智通财经APP讯，中国中冶(01618)发布公告，于2026年2月5日，该公司斥资180.58万港元回购97.5万股 股份，每股回购价1.84-1.88港元。于2026年2月5日，该公司斥资人民币504.68万元回购165.02万股A股 股份，每股回购价人民币3.04-3.09元 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國冶金科工股份有限公司 呈交日期： 2026年2月5日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01618 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | 佔有關事件前的現有已發 | | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不包 ...

Group 1 - The core viewpoint of the article highlights that seven major state-owned construction enterprises in China have signed new contracts exceeding 14 trillion yuan for the year 2025, demonstrating resilience in infrastructure amid economic pressures and structural adjustments in the real estate sector [2][4] - The industry shows characteristics of concentration among leading firms, overall stability, localized pressure, and structural transformation, with the top three companies accounting for over 70% of the total new contracts signed [2][5] - The shift from scale expansion to quality improvement in domestic infrastructure investment is emphasized, with traditional construction demands declining while new energy, water conservancy, and rail transport projects are on the rise [3][7] Group 2 - The total new contracts signed by the seven construction state-owned enterprises reached over 14 trillion yuan, achieving the annual goal of stability, structural optimization, and strong resilience [4] - The leading three companies, China State Construction, China Railway Construction, and China Railway, dominate the industry, with their combined new contracts exceeding 10.3 trillion yuan, representing over 70% of the total [5] - The only company experiencing a decline in new contracts is China Metallurgical Group, which saw a 10.8% decrease due to shrinking demand in traditional metallurgy and construction markets [5][9] Group 3 - The construction sector is undergoing a profound restructuring, with traditional construction and heavy asset sectors slowing down, while infrastructure, clean energy, overseas projects, and urban renewal are becoming the main growth drivers [7][8] - The overseas market has become a significant growth engine for construction state-owned enterprises, with substantial increases in new contracts signed abroad, particularly in regions like Southeast Asia and Africa [8] - The article notes that while the order scale exceeds 14 trillion yuan, the industry still faces challenges such as profit pressure, slow payment cycles, and high debt ratios [9][10] Group 4 - The article anticipates that the new contract growth rate for construction state-owned enterprises will remain stable in 2026, with an expected increase of about 5% to 10% [11] - The central government's policies are expected to support investment stabilization and potentially accelerate infrastructure investment, benefiting leading firms in the sector [11]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 第 1 頁 共 8 頁 v 1.3.0 FF305 | 1). | 股份購回作註銷但尚未註銷 | | 9,011,000 | 0.31386 % | HKD | 1.8788 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2026年1月26日 | | | | | | 2). | 股份購回作註銷但尚未註銷 | | 1,186,000 | 0.04131 % | HKD | 1.8498 | | | 變動日期 | 2026年1月27日 | | | | | | 3). | 股份購回作註銷但尚未註銷 | | 136,000 | 0.00474 % | HKD | 1.86 | | | 變動日期 | 2026年1月28日 | | | | | | 4). | 股份購回作註銷但尚未註銷 | | 787,000 | 0.02741 % | HKD | 1.9289 | | | 變動日期 | 2026年1月29日 | | ...

智通财经APP讯，中国中冶(01618)发布公告，于2026年2月4日，该公司斥资390.35万港元回购208.4万 股。 ...

格隆汇2月4日丨中国中冶(01618.HK)公告，2月4日耗资390.4万港元回购208.4万股，每股回购价1.83-1.9 港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01618 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2026年2月3日 | | 2,871,000,000 | | 0 | | 2,871,000,000 | | 1). 其他 (請註明) | | | | % | | | | | 見註B部 | | | ...

Group 1 - The professional engineering sector increased by 1.19% on February 4, with Huadian Engineering leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Notable gainers in the professional engineering sector included: - Huadian Engineering (601226) with a closing price of 12.73, up 10.03% [1] - Hongsheng Huayuan (601096) with a closing price of 6.19, up 9.95% [1] - ST Tianlong (300029) with a closing price of 5.62, up 4.46% [1] Group 2 - The professional engineering sector saw a net inflow of 156 million yuan from institutional investors, while retail investors experienced a net inflow of 3.44 million yuan [2] - Major stocks with significant net inflows from institutional investors included: - Huadian Engineering (601226) with a net inflow of 209 million yuan [3] - Hongsheng Huayuan (601096) with a net inflow of 201 million yuan [3] - Shanghai Port Bay (605598) with a net inflow of 48.86 million yuan [3]

行 业 及 产 业 建筑装饰 2026 年 02 月 03 日 相关研究 证 券 研 究 报 告 证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 唐猛 A0230523080003 tangmeng@swsresearch.com 研究支持 唐猛 A0230523080003 tangmeng@swsresearch.com 联系人 唐猛 A0230523080003 tangmeng@swsresearch.com 投资趋缓，利润承压 看好 ——建筑装饰行业 2025 年报前瞻题 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 行 业 研 究 / 行 业 点 评 - ⚫ 2025 年固定资产投资增速放缓，基建、制造业、地产均呈现压力。基本面方 面，根据国家统计局数据，2025 年 1-12 月基础设施投资（全口径）同比- 1.5%，基础设施投资（不含电力）同比-2.2%。细分结构看，交通运输、仓储 和邮政业投资同比-1.2%， ...