证券之星消息，1月29日装修装饰板块较上一交易日下跌0.99%，ST柯利达领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。装修装饰板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601886 | 江河集团 | 9.79 | 2.30% | 8.09万 | | 7857.79万 | | 002081 | 金壁部 | 3.75 | 2.18% | 55.86万 | | 2.09亿 | | 605287 | 德才股份 | 46.35 | 1.89% | 10.82万 | | 5.00亿 | | 002482 | 广田集团 | 1.72 | 1.18% | 52.33万 | | 9003.41万 | | 002830 | 名雕股份 | 21.14 | 1.05% | 4.51万 | | 9595.51万 | | 300621 | 维业股份 | 8.85 | 1.03% | 7.41万 | | 6614.61万 ...

格隆汇1月28日丨江河集团(601886.SH)公布，公司建筑装饰板块2025年度累计中标金额约为人民币 285.39亿元,同比增长5.51%，其中幕墙与光伏建筑业务中标额约191.85亿元，同比增长11.51%，室内装 饰与设计业务中标额约93.54亿元，同比下降4.98%。 ...

格隆汇1月28日丨江河集团(601886.SH)公布，公司建筑装饰板块2025年度累计中标金额约为人民币 285.39亿元,同比增长5.51%，其中幕墙与光伏建筑业务中标额约191.85亿元，同比增长11.51%，室内装 饰与设计业务中标额约93.54亿元，同比下降4.98%。 ...

股票代码：601886 股票简称：江河集团 公告编号：临2026-002 江河创建集团股份有限公司 关于 2025 年度主要经营数据的公告 本公司及董事会全体成员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、准确和完整承担个别及连带责任。 江河创建集团股份有限公司(下称"公司")建筑装饰板块 2025 年度累计中 标金额约为人民币 285.39 亿元,同比增长 5.51%，其中幕墙与光伏建筑业务中标 额约 191.85 亿元，同比增长 11.51%，室内装饰与设计业务中标额约 93.54 亿元， 同比下降 4.98%。 公司建筑装饰板块 2025 年度中标金额及数量如下表所示： | 业务分类 | 中标额 | 2025 年 中标额同比 | 1-12 月 中标数量 | | | --- | --- | --- | --- | --- | | | | | | 中标数量同比 | | | （亿元） | 涨跌幅（%） | （个） | 涨跌幅（%） | | 幕墙与光伏建筑 | 191.85 | 11.51 | 293 | 26.29 | | 室内装饰与设计 | 93.54 | -4.98 | ...

格隆汇1月28日｜江河集团公告，公司建筑装饰板块2025年度累计中标金额约为人民币285.39亿元，同 比增长5.51%，其中幕墙与光伏建筑业务中标额约191.85亿元，同比增长11.51%，室内装饰与设计业务 中标额约93.54亿元，同比下降4.98%。 ...

江河集团公告，建筑装饰板块2025年度累计中标金额约人民币285.39亿元，同比增长5.51%；其中幕墙 与光伏建筑191.85亿元，同比增长11.51%，室内装饰与设计93.54亿元，同比下降4.98%。中标数量合计 882个，同比下降3.61%；其中幕墙与光伏建筑293个，同比增长26.29%，室内装饰与设计589个，同比 下降13.76%。公司2025年度无已签订尚未执行的重大项目。 ...

证券之星消息，1月28日装修装饰板块较上一交易日下跌1.62%，豪尔赛领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。装修装饰板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002163 海南发展 | | -5789.16万 | 5.86% | 2844.68万 | 2.88% | -8633.84万 | -8.74% | | 002375 亚厦股份 | | 617.78万 | 6.84% | -286.35万 | -3.17% | -331.43万 | -3.67% | | 600234 科新发展 | | 482.03万 | 3.66% | -727.66万 | -5.53% | 245.63万 | 1.87% | | 002482 广田集团 | | 266.98万 | 3.74% | -14.68万 | -0.21% | -252.3 ...

Investment Rating - The industry investment rating is "Buy" [4] Core Insights - The report indicates that the construction industry continues to experience a low allocation in public funds, with a slight increase in heavy positions in Q4 2025. The total market value of the SW construction decoration sector rose to 1,845.9 billion CNY, a 2% increase quarter-on-quarter, accounting for 1.50% of the A-share market value [15][19] - The report highlights a shift in public fund allocations towards the decoration and other specialized engineering sectors, with significant increases in heavy positions for these sub-sectors [19][31] - Key companies in the sector include China State Construction, Honglu Steel Structure, Shanghai Port, Jianghe Group, and Yaxiang Integration, with notable changes in their heavy positions [44] Summary by Sections Section 1: Q4 2025 Construction Industry Allocation - The heavy stock allocation in the construction industry increased quarter-on-quarter, with the total market value of SW construction decoration reaching 1,845.9 billion CNY, a 2% increase [15][19] - The heavy stock allocation ratio for public funds in the construction decoration sector was 0.37%, up by 0.01 percentage points from the previous quarter [15][19] Section 2: Sub-sector Analysis - The report notes an increase in public fund heavy positions in the decoration and other specialized engineering sectors, while the housing construction and municipal engineering sectors saw a decrease [19][30] - The decoration sector's heavy position ratio rose to 0.029%, an increase of 0.017 percentage points, primarily due to increased holdings in Jianghe Group [31][40] Section 3: Individual Company Analysis - The top five companies by heavy stock value are China State Construction (19.64 billion CNY), Honglu Steel Structure (12.17 billion CNY), Shanghai Port (8.86 billion CNY), Jianghe Group (5.59 billion CNY), and Yaxiang Integration (4.25 billion CNY) [44] - Significant changes in heavy positions include a 485.4% increase for Shanghai Port and a 134.3% increase for Jianghe Group [44] Section 4: Investment Recommendations - The report recommends focusing on four key areas: technology (cleanroom sector), safety (industrial and nuclear power module manufacturers), overseas expansion (China National Materials and China Steel International), and undervalued state-owned enterprises in favorable regions [46]

从资金流向上来看，当日装修装饰板块主力资金净流出1.6亿元，游资资金净流入2080.57万元，散户资金 净流入1.39亿元。装修装饰板块个股资金流向见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 605287 | 德才股份 | | 2532.89万 | 9.04% | -1193.72万 | -4.26% | -1339.17万 | -4.78% | | 600193 | *ST创兴 | | 1287.43万 | 28.41% | -912.23万 | -20.13% | -375.20万 | -8.28% | | 601886 江河集团 | | | 860.95万 | 9.52% | 383.86万 | 4.24% | -1244.81万 | -13.76% | | 002620 | ST瑞和 | | 465.17万 | 9.75% | -336.54万 | -7.05% | -128. ...

Market Overview - The decoration and renovation sector experienced a decline of 1.03% on January 20, with Hainan Development leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the decoration sector included: - *ST Baoying (002047): Closed at 4.55, up 2.94% with a trading volume of 663,000 shares and a turnover of 300 million yuan - Zhengzhong Design (002811): Closed at 16.45, up 2.81% with a trading volume of 110,400 shares and a turnover of 182 million yuan - Jianghe Group (601886): Closed at 9.17, up 2.69% with a trading volume of 121,500 shares and a turnover of 111 million yuan [1] - Major decliners included: - Hainan Development (002163): Closed at 17.42, down 6.29% with a trading volume of 1,339,000 shares and a turnover of 2.378 billion yuan - ST Keli Da (603828): Closed at 7.90, down 5.05% with a trading volume of 189,500 shares and a turnover of 151 million yuan - *ST Dongyi (002713): Closed at 9.21, down 4.76% with a trading volume of 238,800 shares and a turnover of 226 million yuan [2] Capital Flow - The decoration and renovation sector saw a net outflow of 273 million yuan from institutional investors, while retail investors experienced a net inflow of 183 million yuan [2] - The capital flow for specific stocks showed: - Zhengzhong Design (002811): Net inflow of 8.9971 million yuan from institutional investors, but a net outflow from retail investors - ST Ruihe (002620): Net inflow of 3.3825 million yuan from institutional investors, with a significant net outflow from retail investors [3]