证券之星消息，2月3日装修装饰板块较上一交易日上涨2.04%，名雕股份领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605287 | 德才股份 | -2399.12万 | 4.56% | -773.92万 | -1.47% | -1625.19万 | -3.09% | | 002830 名雕股份 | | 1478.82万 | 3.49% | -638.32万 | -1.51% | -840.50万 | -1.98% | | 002163 海南发展 | | 1306.51万 | 1.27% | -1.05亿 | -10.18% | 9167.62万 | 8.91% | | 002482 广田集团 | | 1243.87万 | 21.05% | -196.49万 | -3.33% | -1 ...

Investment Rating - The report rates the industry as "Buy" [1] Core Insights - The cleanroom market is expanding due to increased investment in high-tech industries, benefiting companies like Yaxiang Integration, with related companies including Shenghui Integration and Bocheng Co., Ltd. [3][4] - The real estate market is showing signs of marginal improvement, with significant potential for transformation and development [5] Summary by Sections Cleanroom Industry - The growth in high-tech industry investments is driving the expansion of the cleanroom market, with Micron Technology planning to invest $24 billion in a NAND factory in Singapore over the next decade, which will include 700,000 square feet of cleanroom space [4] - The World Semiconductor Trade Statistics (WSTS) predicts a 26.3% increase in the global semiconductor market by 2026, reaching $975 billion, further supporting the cleanroom industry's growth [4] - Yaxiang Integration's parent company reported a consolidated revenue of NT$9.5 billion (approximately RMB 2.1 billion) in December, a year-on-year increase of 165.2% [4] Real Estate Market - The Central Economic Work Conference in December 2025 emphasized stabilizing the real estate market through targeted policies, including controlling inventory and encouraging the acquisition of existing properties for affordable housing [5] - An article published on January 2, 2026, highlighted the importance of managing expectations in the real estate market, which has significant financial asset attributes and broad social implications [5] Recommended Companies - The report recommends Yaxiang Integration for the cleanroom sector, with related companies including Bocheng Co., Ltd. and Shenghui Integration [7] - Other sectors recommended include commercial aerospace, controllable nuclear fusion, and renewable energy, with specific companies highlighted for each sector [7]

1月30日，江河集团跌1.84%，成交额7775.64万元。两融数据显示，当日江河集团获融资买入额406.25 万元，融资偿还319.20万元，融资净买入87.05万元。截至1月30日，江河集团融资融券余额合计9109.71 万元。 融资方面，江河集团当日融资买入406.25万元。当前融资余额9099.52万元，占流通市值的0.84%，融资 余额低于近一年10%分位水平，处于低位。 截至10月31日，江河集团股东户数1.77万，较上期减少1.87%；人均流通股63845股，较上期增加 1.91%。2025年1月-9月，江河集团实现营业收入145.54亿元，同比减少5.63%；归母净利润4.58亿元，同 比增长5.67%。 分红方面，江河集团A股上市后累计派现33.08亿元。近三年，累计派现10.42亿元。 机构持仓方面，截止2025年9月30日，江河集团十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股3879.49万股，相比上期减少501.82万股。交银趋势混合A（519702）位居第六大流通股 东，持股910.21万股，为新进股东。博时主题行业混合（160505）位居第八大流通股东，持股807 ...

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering sector [11] Core Insights - In the inflation cycle, the prices of commodities such as copper and gold are rising, benefiting construction state-owned enterprises with quality mining rights, while the chemical industry is also expected to show profit resilience due to price elasticity [2][10] Summary by Relevant Sections Resource Sector - China Railway has invested in five modern mines, producing significant quantities of copper, cobalt, molybdenum, lead, zinc, and silver, with a revenue increase of 8.04% year-on-year in resource utilization business [6] - China Power Construction holds a 25.28% stake in Huagang Mining, with copper and cobalt production figures reported for 2025 [7] - Shanghai Construction's mining operations include a significant gold mine in Eritrea, contributing to substantial revenue from gold sales [8] - Sichuan Road and Bridge has developed a resource reserve system focusing on various minerals, with significant overseas projects [9] Chemical Industry - China Chemical has a broad chemical industrial layout, including significant production capacities for various chemicals and advancements in technology for epoxy propylene production [10] - The company has also made progress in potassium and phosphate mining, with substantial production and sales figures reported for 2025 [10] Market Performance - The construction sector's performance has varied, with specific sub-sectors showing positive growth rates year-to-date, such as chemical engineering and steel structure [20][21]

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。 ...