Group 1 - The housing construction sector increased by 2.57% on February 4, with Longyuan Construction 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] - Major stocks in the housing construction sector showed varied performance, with China State Construction and Longyuan Construction seeing significant increases in their closing prices [1] Group 2 - The net inflow of main funds in the housing construction sector was 226 million yuan, while retail funds saw a net inflow of 31.6 million yuan [1] - The table of fund flows indicates that China State Construction had a net inflow of 400 million yuan from main funds, while retail funds experienced a net outflow [2] - Longyuan Construction had a net inflow of approximately 11.18 million yuan from main funds, with retail funds showing a net outflow [2]

Group 1 - Ningbo Construction Co., Ltd. (stock code: 601789) successfully implemented a project to acquire 100% equity of Ningbo Traffic Engineering Construction Group Co., Ltd. from Ningbo Transportation Investment Group Co., Ltd. for a transaction amount of RMB 1.527 billion [2][27] - Ningbo Construction's business layout covers various fields including housing construction engineering, municipal roads and bridges, landscaping, building decoration, and industrialized construction [3][27] - Ningbo Traffic Engineering Construction Group specializes in comprehensive transportation construction and holds a special qualification for general contracting of highway engineering, with a business scope that includes highway, port, and municipal engineering [3][27] Group 2 - The acquisition will integrate the special qualifications for housing, municipal, and highway construction, enhancing the company's capacity in major infrastructure and comprehensive engineering projects [28] - Post-transaction, the listed company will experience significant synergies in qualification systems, technical capabilities, project experience, and resource allocation, thereby improving its service capacity and competitiveness across the entire industry chain [28]

Group 1 - The housing construction sector increased by 1.44% on February 3, with Shanghai Construction leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Major stocks in the housing construction sector showed varied performance, with Shanghai Construction rising by 6.71% to a closing price of 3.02 [1] Group 2 - The net inflow of main funds in the housing construction sector was 314 million yuan, while retail investors experienced a net outflow of 166 million yuan [1] - Shanghai Construction had a significant net inflow of 271 million yuan, accounting for 13.60% of its trading volume [2] - China State Construction saw a net inflow of 78.05 million yuan, representing 6.09% of its trading volume [2]

Core Viewpoint - The housing construction sector experienced a decline of 0.39% on January 30, with Shanghai Construction leading the losses. The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1]. Group 1: Market Performance - The housing construction sector's individual stock performance showed varied results, with Longyuan Construction increasing by 3.25% to a closing price of 3.18, while Shanghai Construction fell by 3.56% to 2.98 [1]. - The total trading volume for Longyuan Construction was 639,100 shares, with a transaction value of 204 million yuan, while China State Construction had a trading volume of 5,351,900 shares and a transaction value of 2.714 billion yuan [1]. Group 2: Capital Flow - The housing construction sector saw a net outflow of 426 million yuan from main funds, while retail investors contributed a net inflow of 484 million yuan [1]. - Among individual stocks, Longyuan Construction had a net inflow of 33.88 million yuan from main funds, while Shanghai Construction experienced a net outflow of 1.23 million yuan [2].

Group 1 - The company has successfully issued its first short-term financing bond for 2026, raising a total of 400 million RMB, which has been fully received [3] - The company received approval from the China Interbank Market Dealers Association to register for issuing short-term financing bonds up to 2 billion RMB, valid for two years from the date of the acceptance notice [2] - The company completed the issuance of its first short-term financing bond for 2025, totaling 400 million RMB [2] Group 2 - In the fourth quarter of 2025, the company and its subsidiaries signed 523 new contracts with a total value of approximately 5.761 billion RMB, representing a decrease of 24.27% compared to the same period last year [4] - For the entire year of 2025, the company and its subsidiaries signed a total of 1,667 contracts, amounting to approximately 23.858 billion RMB, which is an increase of 13.01% year-on-year [5] - The company reported significant contracts signed in the fourth quarter, with specific amounts attributed to joint projects [5]

Group 1 - Silvercorp's revenue from gold and silver products accounts for a low proportion of total operating income [1] - ST Cube has repeatedly triggered abnormal stock trading fluctuations and is under suspension for verification [1] - Xizi Energy plans to invest 100 million yuan to establish an equity investment fund focusing on computing power, energy, AI, and embodied intelligence industries [1] Group 2 - ST Songfa has signed contracts for two 30.6 million ton VLCC super-large crude oil transport ships [1] - Jiangfeng Electronics intends to acquire control of Kaide Quartz for cash and will suspend trading from January 30 [1] - Jiangbolong expects a net profit growth of 150.66% to 210.82% year-on-year for 2025 [1] Group 3 - Hengyuan Coal Power plans to repurchase shares worth 200 million to 250 million yuan [1] - Jintian Co., Ltd. intends to increase its holdings by 50 million to 100 million yuan [1] - Beijing Lier plans to raise no more than 1.034 billion yuan through a private placement [1][2]

Core Viewpoint - The housing construction sector experienced a 0.94% increase on January 29, with Longyuan Construction leading the gains, while the overall market showed mixed results with the Shanghai Composite Index rising by 0.16% and the Shenzhen Component Index falling by 0.3% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4157.98, up 0.16% [1] - The Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Longyuan Construction saw a closing price of 3.08, with a gain of 5.48% [1] Group 2: Individual Stock Performance - China State Construction closed at 5.04, up 1.61%, with a trading volume of 8.3036 million shares and a transaction value of 4.109 billion [1] - Zhejiang Construction Investment closed at 8.70, up 1.40%, with a trading volume of 160,700 shares and a transaction value of 2.66 million [1] - Chongqing Construction closed at 3.22, up 0.94%, with a trading volume of 184,800 shares and a transaction value of 5.93884 million [1] Group 3: Capital Flow - The housing construction sector saw a net outflow of 739 million from main funds, while retail investors contributed a net inflow of 264 million [1] - Longyuan Construction had a main fund net inflow of 36.1255 million, while retail investors had a net outflow of 14.3168 million [2] - China State Construction experienced a main fund net outflow of 373 million, but a net inflow of 454.49 million from retail investors [2]

Group 1 - The core point of the article is that Ningbo Construction (601789.SH) reported a decline in new contracts signed in the last quarter of 2025 compared to the same period in the previous year, while the total contracts signed for the year showed an increase [1] Group 2 - From October to December 2025, the company and its subsidiaries signed 523 new contracts with a total value of approximately RMB 5.761 billion, representing a decrease of 24.27% year-on-year [1] - By the end of December 2025, the company and its subsidiaries had signed a total of 1,667 new contracts for the year, with a cumulative contract value of approximately RMB 23.858 billion, which is an increase of 13.01% compared to the previous year [1]

三、本次超短期融资券发行情况 证券代码：601789 证券简称：宁波建工 公告编号：2026-008 宁波建工股份有限公司 2026 年度第一期超短期融资券发行结果公告 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、本次超短期融资券发行审议情况 宁波建工股份有限公司（以下简称"公司"、"本公司"）于 2024 年 5 月 8 日召开的 2023 年年度股东大会审议通过了《关于公司 注册发行超短期融资券的议案》，同意公司向中国银行间市场交易商 协会申请注册发行不超过人民币 20 亿元的超短期融资券。中国银行 间市场交易商协会于 2025 年 4 月出具《接受注册通知书》，同意接受 公司超短期融资券注册。公司本次超短期融资券注册金额为 20 亿元， 注册额度自通知书落款之日起 2 年内有效。 二、前期超短期融资券发行情况 公司于 2025 年 8 月完成了 2025 年度第一期超短期融资券的发行， 发行总额为 4 亿元。详见公司于 2025 年 8 月 26 日在上海证券交易所 网站（www.sse.com.cn）发 ...

证券代码：601789 证券简称：宁波建工 公告编号：2026-009 宁波建工股份有限公司 2025 年第四季度新签合同情况公告 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。 2025 年 10 月至 12 月，宁波建工股份有限公司（以下简称"公司"） 及下属子公司新签合同 523 个，合同金额累计约人民币 57.61 亿元，较 上年同期下降 24.27%，具体情况如下： | 项目 | 10-12 月新签合 | 10-12 月新签合 | 合同金额较上年 | | --- | --- | --- | --- | | | 同数量（个） | 同金额（万元） | 同期增减（％） | | 房屋建设 | 76 | 330,907.77 | -26.40% | | 基建工程 | 102 | 176,187.68 | -14.53% | | 专业工程 | 323 | 37,650.89 | -48.15% | | 建筑装饰 | 22 | 31,373.74 | -2.97% | | 合计 | 523 | 576,120.08 | - ...