Core Viewpoint - Jianghe Group (601886.SH) announced that its wholly-owned subsidiary, Beijing Jianghe Curtain Wall System Engineering Co., Ltd., has recently won a bid for the facade subcontracting project of the Xi'an Taikoo Li commercial complex, with a bid amount of approximately 220 million yuan, accounting for about 0.98% of the company's projected revenue for 2024 [1]. Group 1 - The project is located in the Beilin District of Xi'an and is expected to take 700 days to complete [1]. - Upon completion, the commercial complex will integrate retail, cultural experiences, and hotel functions [1].

Core Viewpoint - Jianghe Group (601886.SH) announced that its wholly-owned subsidiary, Beijing Jianghe Curtain Wall System Engineering Co., Ltd., has recently won a bid for the facade subcontracting project of the Xi'an Taikoo Li commercial complex, with a bid amount of approximately 220 million yuan, accounting for about 0.98% of the company's projected revenue for 2024 [1] Group 1 - The project is located in the Beilin District of Xi'an and is expected to take 700 days to complete [1] - Upon completion, the commercial complex will integrate retail, cultural experiences, and hotel functions [1]

股票代码：601886 股票简称：江河集团 公告编号：临2026-001 江河创建集团股份有限公司 关于重大工程中标的公告 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")全资子公司北京江河幕墙系统工 程有限公司近日中标西安太古里商业综合体外立面专业分包工程（1B标段（二区）） 项目，中标金额约2.2亿元，约占公司2024年度营业收入的0.98%。 该项目位于西安市碑林区，工期预计为700天，建成后将成为当地集零售、 文化体验、酒店等功能为一体的商业综合体。 风险提示：截至本公告披露日，公司尚未完成与相关方签订正式合同，合同 的签订与履行均存在不确定性，敬请广大投资者注意投资风险。 特此公告。 江河创建集团股份有限公司董事会 2026 年 1 月 19 日 ...

Market Performance - The decoration and renovation sector increased by 1.24% on January 12, with Meizhi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Top Gainers - Meizhi Co., Ltd. (002856) closed at 14.60, up 10.02% with a trading volume of 135,400 shares and a transaction value of 193 million [1] - ST Ruihe (002620) closed at 6.01, up 5.07% with a trading volume of 63,000 shares and a transaction value of 37.65 million [1] - ST Keli Da (603828) closed at 8.80, up 5.01% with a trading volume of 4,900 shares and a transaction value of 4.31 million [1] Top Losers - ST Zhongzhuang (002822) closed at 3.70, down 3.14% with a trading volume of 275,600 shares and a transaction value of 103 million [2] - ST Jianyi (002789) closed at 10.19, down 2.58% with a trading volume of 61,400 shares and a transaction value of 63.03 million [2] - ST Baoying (002047) closed at 3.91, down 2.25% with a trading volume of 287,700 shares and a transaction value of 114 million [2] Capital Flow - The decoration and renovation sector experienced a net outflow of 24.35 million from main funds, while retail funds saw a net inflow of 86.47 million [2] - The sector's individual stock capital flow indicates varying levels of net inflow and outflow among different companies [3] Individual Stock Capital Flow - Meizhi Co., Ltd. had a main fund net outflow of 41.00 million, with retail funds also showing a net outflow of 25.69 million [3] - Zhongtian Jingzhuang (002989) had a main fund net inflow of 17.10 million, while retail funds experienced a net outflow of 15.29 million [3] - ST Ruihe (002620) saw a main fund net inflow of 6.28 million, with retail funds showing a net outflow of 3.30 million [3]

证券之星消息，1月8日装修装饰板块较上一交易日上涨0.8%，中天精装领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。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) | | --- | --- | --- | --- | --- | --- | | 002163 | 海南发展 | 20.16 | -3.03% | 145.74万 | 29.69 G | | 002620 | ST瑞和 | 5.45 | -1.98% | 5.18万 | 2850.81万 | | 601886 | 江河集团 | 8.80 | -1.90% | 11.93万 | 1.05亿 | | 300506 | *ST名家 | 4.13 | -1.43% | 9.85万 | 4069.87万 | | 002822 | *ST中装 | 3.86 | -1.03% | 12.57万 | 4861.31万 | | 002375 | 亚厦股份 | 4.11 | -0.48% | 31.53万 | 1.30亿 | | 002789 | ...

江河集团(601886)今日涨停，全天换手率1.54%，成交额1.52亿元，振幅10.47%。龙虎榜数据显示，机 构净买入1041.93万元，沪股通净卖出672.00万元，营业部席位合计净买入2533.59万元。 （文章来源：证券时报网） 资金流向方面，今日该股主力资金净流入2876.37万元，其中，特大单净流入3749.84万元，大单资金净 流出873.47万元。近5日主力资金净流入2707.72万元。 上交所公开信息显示，当日该股因日涨幅偏离值达8.56%上榜，机构专用席位净买入1041.93万元，沪股 通净卖出672.00万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 2150.29 | | | 买二 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 1210.14 | | | 买三 | 机构专用 | 1041.93 | | | 买四 | 德邦证券股份有限公司宜昌沿江大道证券营业部 | 895.68 | | | 买五 | 沪股通专用 | 843.76 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002163 | 海南发展 | 20.75 | -3.31% | 192.92万 | 39.90 Z | | 002989 | 中天精装 | 30.00 | -2.38% | 5.84万 | - 1.76亿 | | 002963 | 豪尔赛 | 14.54 | -1.29% | 5.03万 | 7425.93万 | | 300506 | *ST名家 | 4.19 | -1.18% | 7.61万 | 3185.36万 | | 002822 | *ST中装 | 3.86 | -1.03% | 16.86万 | 6492.86万 | | 002789 | *ST建艺 | 10.47 | -0.76% | 7.35万 | 7747.07万 | | 600234 | 科新发展 | 12.80 | -0.70% | 3.50万 | 4524.41万 | | 002830 | 名雕股份 | 19.30 | -0.62% | 3.62万 | 7021.42万 | ...

1月6日，江河集团涨5.4%，截至发稿，报8.59元/股，成交2202.16万元，换手率0.23%，总市值97.32亿 元。 资料显示，江河创建集团股份有限公司位于北京市顺义区牛汇北五街5号，成立日期1999年2月4日，上 市日期2011年8月18日，公司主营业务涉及提供绿色建筑系统和高品质医疗健康服务。主营业务收入构 成为：建筑装饰服务93.82%，医疗健康服务6.18%。 博时主题行业混合（160505）基金经理为石炯。 截至发稿，石炯累计任职时间5年184天，现任基金资产总规模62.03亿元，任职期间最佳基金回报 39.83%， 任职期间最差基金回报-25.84%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从江河集团十大流通股东角度 数据显示，博时基金旗下1只基金位居江河集团十大流通股东。博时主题行业混合（160505）三季度新 进十大流通股东，持有股数807.24万股，占流通股的比例为0.71%。根据测算，今日浮盈赚取约355.19 万 ...

Core Viewpoint - The construction industry is expected to experience a shift in investment dynamics due to policy stimuli and emerging themes, with private enterprises showing significant returns compared to state-owned and central enterprises [1][2]. Group 1: Market Performance - As of November 30, 2025, the SW Construction Decoration Index increased by 8.88%, while the CSI 300 Index rose by 18.19%, indicating that the overall performance of the construction sector lagged behind the broader market [2]. - Private enterprises achieved a return of 35.6%, while local state-owned enterprises had a return of 14.96%, closely aligning with the CSI 300 Index. In contrast, central state-owned enterprises faced a significant decline with a return of -4.51% [2]. Group 2: Future Investment Outlook - The first year of the 14th Five-Year Plan is anticipated to open an investment uptrend, as historical patterns suggest that the initial years of a five-year plan typically see heightened investment intensity [2]. - Major planning and project packages are expected to be implemented in 2026, potentially leading to a new cycle characterized by "high initial growth followed by stabilization" [2]. Group 3: Value Investment Themes - Three main value investment themes are identified: 1. Key projects such as the Pinglu/Zhejiang-Jiangxi-Guangdong Canal (total investment approximately 621.1 billion), the Tibet Railway (expected total investment over 700 billion), and the Yaxi Hydropower Project (total investment around 1.2 trillion) are projected to generate long-term orders [3]. 2. High dividend yields are emphasized as regulatory measures strengthen dividend constraints, enhancing the investment appeal of low-valuation, high-dividend construction firms [3]. 3. Growth transformation opportunities in new sectors like clean rooms, AI computing infrastructure, and low-altitude economy are expected to surge, with cash-rich private enterprises likely to pursue mergers and acquisitions for rapid entry [3]. Group 4: Stock Recommendations - Specific stocks to watch include Sichuan Road and Bridge (600039), Jianghe Group (601886), Honglu Steel Structure (002541), Jinggong Steel Structure (600496), and Pudong Construction (600284) [3].

Group 1 - The overall performance of the construction sector in 2025 was weaker than the CSI 300 index, with the SW construction decoration index increasing by 8.88% compared to the CSI 300's 18.19% [4][7] - Private enterprises in the construction sector showed significant advantages, achieving a return rate of 35.6%, while state-owned enterprises faced pressure with a return rate of -4.51% [4][7] - The report anticipates that the "14th Five-Year Plan" will open an investment upturn, with major projects expected to be launched in 2026, leading to a new cycle of investment growth [4][24] Group 2 - The report identifies three main value lines for future investment: major engineering projects, high dividends, and growth transformation [4][32] - Major engineering projects include significant investments in waterway construction, the Tibet railway, and hydropower projects, with total investments estimated at approximately 6,211 billion yuan for waterway projects alone [4][36][39] - The report suggests focusing on companies with high dividend yields and low valuations, as regulatory measures are enhancing the importance of shareholder returns [4][49] Group 3 - The construction sector is expected to benefit from the AI investment wave, with the cleanroom market projected to grow significantly due to increased demand from the semiconductor industry [4][55] - The cleanroom investment is estimated to account for 10-20% of the total capital expenditure in the semiconductor industry, indicating a strong growth potential in this area [4][55] - Companies such as Deep Sanda A, Yaxin Integration, and others are recommended for investment due to their involvement in the cleanroom sector [4][61]