Group 1 - The company announced that from October to December 2025, it and its subsidiaries signed 523 new contracts with a total value of approximately RMB 5.761 billion, representing a decrease of 24.27% compared to the same period last year [1] - Among the new contracts, 76 were for housing construction with a value of RMB 3.309 billion, 102 for infrastructure projects valued at RMB 1.762 billion, 323 for specialized engineering contracts worth RMB 0.377 billion, and 22 for building decoration contracts totaling RMB 0.314 billion [1] - As of December 2025, the company and its subsidiaries had signed a total of 1,667 new contracts for the year, amounting to approximately RMB 23.858 billion, which is an increase of 13.01% compared to the same period last year [1]

Market Overview - The housing construction sector declined by 1.36% compared to the previous trading day, with Shanghai Construction leading the decline [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable stock performances in the housing construction sector included: - Gaoxin Development (000628) rose by 3.65% with a closing price of 52.52 and a trading volume of 149,700 shares, totaling 777 million yuan [1] - Longyuan Construction (600491) increased by 0.34% to 66.7, with a trading volume of 222,600 shares, amounting to 66.76 million yuan [1] - Chongqing Construction (600939) fell by 0.62% to 3.19, with a trading volume of 139,900 shares, totaling 44.30 million yuan [1] - China State Construction (601668) decreased by 1.38% to 5.02, with a trading volume of 3,020,300 shares, amounting to 1.526 billion yuan [1] Capital Flow - The housing construction sector experienced a net outflow of 179 million yuan from institutional investors, while retail investors saw a net inflow of 18.27 million yuan [1] - Detailed capital flow for selected stocks showed: - Gaoxin Development had a net inflow of 84.11 million yuan from institutional investors, but a net outflow of 61.29 million yuan from retail investors [2] - Longyuan Construction saw a net inflow of 8.56 million yuan from institutional investors, with a net outflow of 4.07 million yuan from retail investors [2] - China State Construction experienced a net outflow of 141 million yuan from institutional investors, while retail investors had a net outflow of 26.73 million yuan [2]

Core Viewpoint - Ningbo Construction has successfully obtained multiple top-level qualifications, enhancing its competitive edge and expanding its business scope in the construction industry [1][3][7]. Group 1: Qualification Achievements - Ningbo Construction's subsidiary, Ningbo Construction Jianle Engineering Co., Ltd., has acquired the top-level qualification for general contracting of construction projects and the first-class qualification for engineering design in the construction industry [1]. - The company now holds a total of four top-level qualifications across three categories, including general contracting for construction, municipal public works, and highway engineering [1][3]. Group 2: Strategic Implications - The upgrade in qualifications reflects the company's overall technical strength, management level, engineering performance, and brand influence [3]. - The accumulation of multiple top-level qualifications serves as a "pass" and core competitive advantage in various high-level market sectors, significantly broadening the company's business undertaking range [7]. - With four top-level qualifications, the company aims to enhance its comprehensive service capabilities and market competitiveness while contributing to urban construction and major infrastructure projects [7].

Core Viewpoint - The housing construction sector experienced a decline of 0.39% on January 23, with high-profile companies like Gaoxin Development leading the losses, while the overall stock market showed positive movement with the Shanghai Composite Index rising by 0.33% and the Shenzhen Component Index increasing by 0.79% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4136.16, up 0.33% [1] - The Shenzhen Component Index closed at 14439.66, up 0.79% [1] - The housing construction sector saw a net outflow of 70.35 million yuan from main funds, while retail investors experienced a net outflow of 12.15 million yuan [1] Group 2: Individual Stock Performance - Chongqing Construction (600939) closed at 3.26, up 1.24% with a trading volume of 181,000 shares and a transaction value of 58.51 million yuan [1] - Longyuan Construction (600491) closed at 3.06, up 0.99% with a trading volume of 174,000 shares and a transaction value of 52.81 million yuan [1] - Gaoxin Development (000628) closed at 50.80, down 1.95% with a trading volume of 108,800 shares and a transaction value of 552 million yuan [1] Group 3: Fund Flow Analysis - China State Construction (601668) had a main fund net inflow of 29.77 million yuan, while retail investors had a net outflow of 101 million yuan [2] - Ningbo Construction (601789) saw a main fund net inflow of 9.53 million yuan, with retail investors experiencing a net outflow of 6.97 million yuan [2] - Shanghai Construction (600170) faced a significant main fund net outflow of 84.54 million yuan, while retail investors had a net inflow of 72.03 million yuan [2]

Core Viewpoint - The housing construction sector experienced a 0.52% increase on January 22, with significant contributions from leading companies like Gaoxin Development [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - The housing construction sector saw a net inflow of 216 million yuan from main funds, while retail investors experienced a net outflow of 164 million yuan [1] Group 2: Individual Stock Performance - Gaoxin Development led the sector with a closing price of 51.81, reflecting a 4.71% increase and a trading volume of 154,400 shares, amounting to 791 million yuan [1] - China State Construction reported a closing price of 5.08 with no change, trading 2,192,700 shares worth 1.117 billion yuan [1] - Shanghai Construction had a closing price of 3.00, up 2.39%, with a trading volume of 3,959,700 shares, totaling 1.175 billion yuan [1] Group 3: Fund Flow Analysis - China State Construction had a main fund net inflow of 130 million yuan, accounting for 11.65% of its trading volume, while retail investors had a net outflow of 97 million yuan [2] - Gaoxin Development saw a main fund net inflow of 50.64 million yuan, representing 6.40% of its trading volume, with retail investors experiencing a net outflow of 37.26 million yuan [2] - Zhejiang Construction reported a net outflow of 8.69 million yuan from retail investors, despite a small net inflow from main funds [2]

关于全资子公司获得建筑工程施工总承包特级资质的公告 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、资质获取情况 宁波建工股份有限公司（以下简称"公司"）全资子公司宁波建工 建乐工程有限公司（简称"建工建乐"）于 2026 年 1 月 21 日收到中华 人民共和国住房和城乡建设部颁发的《建筑业企业资质证书》《工程设计 资质证书》，经中华人民共和国住房和城乡建设部核准，建工建乐已获得 建筑工程施工总承包特级、工程设计建筑行业（建筑工程、人防工程） 甲级资质。 证券代码：601789 证券简称：宁波建工 公告编号：2026-007 宁波建工股份有限公司 1 三、风险提示 公司业务承接和经营状况受市场环境、行业政策等多种因素的综合 影响，敬请广大投资者注意投资风险。 特此公告。 宁波建工股份有限公司董事会 2026 年 1 月 22 日 2 二、对公司的影响 本次建工建乐建筑工程施工总承包特级、工程设计建筑行业（建筑 工程、人防工程）甲级资质的取得，有利于公司进一步拓展项目总承包 业务。 截至目前，公司下属子公司宁波建工 ...

本次建工建乐建筑工程施工总承包特级、工程设计建筑行业（建筑工程、人防工程）甲级资质的取得， 有利于公司进一步拓展项目总承包业务。 格隆汇1月21日丨宁波建工(601789.SH)公布，公司全资子公司宁波建工建乐工程有限公司（简称"建工 建乐"）于2026年1月21日收到中华人民共和国住房和城乡建设部颁发的《建筑业企业资质证书》《工程 设计资质证书》，经中华人民共和国住房和城乡建设部核准，建工建乐已获得建筑工程施工总承包特 级、工程设计建筑行业（建筑工程、人防工程）甲级资质。 ...

Core Viewpoint - Ningbo Construction (601789.SH) has received significant qualifications that will enhance its project contracting capabilities, allowing for further expansion in the total contracting business [1] Group 1: Company Qualifications - The wholly-owned subsidiary of Ningbo Construction, Ningbo Construction Jianle Engineering Co., Ltd., has been awarded the "Construction Enterprise Qualification Certificate" and "Engineering Design Qualification Certificate" by the Ministry of Housing and Urban-Rural Development of the People's Republic of China [1] - The company has obtained the highest level of construction engineering general contracting qualification (special grade) and the first-class qualification in engineering design for the construction industry (including civil engineering and civil air defense engineering) [1] Group 2: Business Expansion - The acquisition of these qualifications is beneficial for the company to further expand its total contracting business [1]

Core Viewpoint - The housing construction sector experienced a rise of 1.69% on January 20, with Longyuan Construction leading the gains, while the overall market indices showed slight declines [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01% [1] - The Shenzhen Component Index closed at 14155.63, down 0.97% [1] - The housing construction sector saw a net inflow of 305 million yuan from main funds, while retail investors experienced a net outflow of 138 million yuan [1] Group 2: Individual Stock Performance - Longyuan Construction (600491) closed at 3.07 yuan, up 5.50% with a trading volume of 459,400 shares and a turnover of 141 million yuan [1] - Chongqing Construction (600939) closed at 3.30 yuan, up 5.43% with a trading volume of 521,100 shares and a turnover of 170 million yuan [1] - China State Construction (601668) closed at 5.14 yuan, up 1.78% with a trading volume of 3,493,700 shares and a turnover of 1.789 billion yuan [1] Group 3: Fund Flow Analysis - China State Construction had a main fund net inflow of 257 million yuan, while retail investors had a net outflow of 113 million yuan [2] - Chongqing Construction saw a main fund net inflow of 18.33 million yuan, with retail investors experiencing a net outflow of 14.10 million yuan [2] - Longyuan Construction had a main fund net inflow of 7.27 million yuan, with retail investors also seeing a net outflow of 2.45 million yuan [2]

宁波建工股份有限公司公告，卢照辉、张旭东当选非独立董事，许如春、屠雯珺当选独立董事。选举卢 照辉为公司董事长，张旭东为副董事长；确认屠雯珺为公司新任董事会审计委员会主任委员；聘任张旭 东为公司总经理。公司已取消监事会，原监事会的职权由董事会审计委员会行使。 ...