Group 1 - The housing inspection sector experienced significant upward movement on October 15, with notable stock price increases [1] - China Nuclear Engineering surged to its daily limit, indicating strong investor interest and confidence [1] - Other companies in the sector, such as Guangzi International, saw stock prices rise by over 10%, reflecting a broader positive trend in the industry [1] Group 2 - Companies like Hualan Group, Shanghai JianKe, China Electric Power Research Institute, Huace Testing, and Oriental Yuhong also experienced stock price increases, suggesting a collective rally in the housing inspection sector [1]

Group 1 - Shanghai JianKe experienced a decline of 5.16% on September 17, with a stock price of 19.13 yuan per share and a total market capitalization of 7.841 billion yuan [1] - The company was established on May 29, 2002, and went public on March 13, 2023, focusing on engineering consulting services, testing and technical services, low-carbon environmental technology services, and special engineering and product sales [1] - The revenue composition of Shanghai JianKe includes: 57.39% from engineering consulting services, 31.59% from testing and technical services, 8.50% from low-carbon environmental technology services, 2.79% from special engineering and product sales, and 1.40% from other businesses [1] Group 2 - Among the top ten circulating shareholders of Shanghai JianKe, a fund under Huatai-PineBridge ranked first, with the China Securities Shanghai State-Owned Enterprise ETF (510810) increasing its holdings by 111,400 shares in the second quarter, totaling 1,083,300 shares, which represents 0.8% of the circulating shares [2] - The China Securities Shanghai State-Owned Enterprise ETF (510810) was established on July 28, 2016, with a latest scale of 7.942 billion yuan, and has achieved a year-to-date return of 6.12% [2] - The fund manager of the China Securities Shanghai State-Owned Enterprise ETF is Wu Zhenxiang, who has a cumulative tenure of 15 years and 228 days, with the fund's total asset scale at 18.478 billion yuan [3]

Market Performance - The engineering consulting services sector increased by 1.2% on September 16, with Huajian Group leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Huajian Group (600629) closed at 18.90, up 10.01%, with a trading volume of 789,600 shares and a transaction value of 1.463 billion [1] - Other notable gainers included: - Stock 300989: Closed at 17.89, up 5.73%, transaction value of 190 million [1] - Stock 300635: Closed at 15.40, up 5.26%, transaction value of 115 million [1] - Stock 603153: Closed at 20.17, up 4.35%, transaction value of 245 million [1] Fund Flow Analysis - The engineering consulting services sector experienced a net outflow of 211 million from institutional investors, while retail investors saw a net inflow of 291 million [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional selling and retail buying [2] Detailed Fund Flow for Selected Stocks - Shanghai Jianke (603153) had a net inflow of 17.38 million from institutional investors, but a net outflow of 6.39 million from speculative funds [3] - Other stocks with significant fund flow include: - Stock 300492: Net inflow of 14.49 million from institutional investors [3] - Stock 000779: Net inflow of 8.12 million from institutional investors [3]

Core Insights - The engineering consulting services sector saw an increase of 0.97% on September 15, with Huajian Group leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Sector Performance - Huajian Group (600629) closed at 17.18, up 9.99% with a trading volume of 629,900 shares and a transaction value of 1.059 billion [1] - Youan Design (300983) closed at 23.25, up 7.14% with a trading volume of 36,500 shares and a transaction value of 83.3674 million [1] - Huatu Chuanxie (300492) closed at 77.00, up 7.09% with a trading volume of 40,700 shares and a transaction value of 307 million [1] - Other notable performers include Shanshui Bide (300844) up 3.37%, Shanghai Jianke (603153) up 2.49%, and Huashe Group (603018) up 2.19% [1] Fund Flow Analysis - The engineering consulting services sector experienced a net outflow of 330 million from institutional investors, while retail investors saw a net inflow of 281 million [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Fund Flow - Shanghai Jianke (603153) had a net outflow of 13.9475 million from institutional investors, while retail investors contributed a net inflow of 2.45666 million [3] - Huashe Group (603018) saw a net inflow of 9.5894 million from institutional investors, but a net outflow of 8.9502 million from retail investors [3] - Other stocks like Huatu Shanding (300492) and Youan Design (300983) also showed varied fund flows, indicating differing investor sentiments across the sector [3]

Group 1 - Shanghai JianKe Consulting Group Co., Ltd. experienced a stock price increase of 6.2%, reaching 20.03 CNY per share, with a trading volume of 40.14 million CNY and a turnover rate of 1.52%, resulting in a total market capitalization of 8.21 billion CNY [1] - The company, established on May 29, 2002, and listed on March 13, 2023, specializes in engineering consulting services, testing and technical services, low-carbon environmental technology services, and special engineering and product sales [1] - The revenue composition of the company includes: engineering consulting services 57.39%, testing and technical services 31.59%, low-carbon environmental technology services 8.50%, special engineering and product sales 2.79%, other businesses 1.40%, and additional services 0.16% [1] Group 2 - Among the top ten circulating shareholders of Shanghai JianKe, a fund under Huatai-PineBridge Fund holds a significant position, with the China Securities Shanghai State-owned Enterprise ETF (510810) increasing its holdings by 111,400 shares in the second quarter, totaling 1,083,300 shares, which represents 0.8% of the circulating shares [2] - The China Securities Shanghai State-owned Enterprise ETF (510810) was established on July 28, 2016, with a latest scale of 7.94 billion CNY, and has achieved a year-to-date return of 5.65%, ranking 3859 out of 4222 in its category, while its one-year return stands at 39.36%, ranking 2808 out of 3802 [2]

Performance Summary - In the first half of 2025, the company achieved operating revenue of 1.935 billion yuan, with a net profit attributable to shareholders of 23.76 million yuan, representing a year-on-year increase of 0.60% and 48.57% respectively [1][2] - The increase in net profit is attributed to the lower base from the previous year, as the subsidiary company reported a net loss of 54 million yuan in the current period compared to a loss of 61 million yuan in the same period last year [1] - The company's non-recurring net profit decreased by 6 million yuan year-on-year, primarily due to an increase in government subsidies and other non-operating income [1] Investment Activities - The net cash flow from investment activities for the first half of 2025 was -765 million yuan, a decrease of 565 million yuan compared to the previous year, mainly due to increased acquisition payments [2] - The company made significant acquisitions, including the controlling acquisition of Sichuan Helix Construction Engineering Testing and Consulting Co., Ltd. and the full acquisition of the subsidiary company [2] Subsidiary Performance - The subsidiary company, which was included in the consolidated financial statements in January 2025, reported operating revenue of 224 million yuan and a net loss of 54 million yuan in the first half of 2025 [2] - The company is focusing on integrating the subsidiary's consulting services with its own to enhance overall service capabilities [2] Profitability Metrics - The company's gross margin and net margin for the first half of 2025 were 27.92% and 1.28%, respectively, showing an increase from 26.93% and 0.95% in the same period last year [3] - The growth in margins is attributed to steady revenue growth and improved cost management [3] Accounts Receivable Management - As of June 30, 2025, accounts receivable amounted to 1.773 billion yuan, an increase of 196 million yuan or 12.43% from the beginning of the period [4] - The increase is due to the seasonal nature of the business and extended settlement periods from major clients [4] - The company is implementing measures to enhance accounts receivable management, including revising management systems and strengthening credit management [4] Business Expansion - The company is actively involved in supporting Tibet's development and has engaged in various projects following the recent earthquake [5] - The company is also exploring international markets, providing project management and consulting services for various overseas projects [6] Mergers and Acquisitions Strategy - The company is pursuing a strategy of combining organic growth with acquisitions, focusing on enhancing core capabilities in engineering consulting and testing [7] Shareholder Activity - As of June 30, 2025, the company had 18,665 shareholders, with a significant shareholder reducing their stake by approximately 0.9759% [8] - The reduction in shares is attributed to the shareholder's personal financial needs and is not expected to impact the company's governance or operations significantly [8]

Performance Summary - In the first half of 2025, the company achieved operating revenue of 1.935 billion yuan, with a net profit attributable to shareholders of 23.76 million yuan, representing an increase of 0.60% and 48.57% year-on-year respectively [1] - The significant growth in net profit is attributed to the low base from the previous year, as the subsidiary, Shangzi Company, reported a net loss of 54 million yuan in the current period compared to a loss of 61 million yuan in the same period last year [1] - The company's net profit after deducting non-recurring gains and losses was -17 million yuan, a decrease of 6 million yuan year-on-year, primarily due to an increase in government subsidies and other non-recurring gains [1] Investment Cash Flow - The company's investment cash flow for the first half of 2025 was -765 million yuan, a decline of 565 million yuan compared to the previous year, mainly due to increased acquisition payments [2] - The increase in cash outflow was driven by 352 million yuan in structured deposits and 240 million yuan in payments for acquiring equity stakes in Sichuan Helix Construction Engineering Testing and Consulting Co., Ltd. and the phased equity transfer of Shangzi Company [2] Subsidiary Performance - Shangzi Company, included in the consolidated scope in January 2025, reported operating revenue of 224 million yuan and a net loss of 54 million yuan in the first half of 2025, with new contract amounts showing a year-on-year growth trend [3] - The company is focusing on integrating Shangzi's investment decision-making consulting services with its construction and operation consulting services to enhance overall consulting capabilities [3] Profitability Metrics - The company's gross margin and net margin for the first half of 2025 were 27.92% and 1.28%, respectively, an increase of 0.99 percentage points and 0.33 percentage points compared to the same period last year [5] - The growth in profitability is attributed to steady revenue growth and enhanced cost management [5] Accounts Receivable Management - As of June 30, 2025, accounts receivable amounted to 1.773 billion yuan, an increase of 196 million yuan or 12.43% from the beginning of the period, primarily due to seasonal characteristics in cash collection [5] - The company is implementing measures to improve accounts receivable management, including revising management systems and enhancing customer credit management [5] Business Expansion in Tibet - The company has been actively involved in supporting Tibet through planning research, evaluation, engineering supervision, and technical consulting services [6] - Following the earthquake in Tibet, the company mobilized a team to conduct emergency assessments and oversee reconstruction projects [6] International Business Development - Since the 14th Five-Year Plan, the company has been exploring overseas markets, providing project management, supervision, design, consulting, and inspection services for various international projects [7] - The company aims to enhance its international business capabilities during the 15th Five-Year Plan period [7] M&A Strategy - The company is pursuing a growth strategy that combines organic growth with external expansion through investments and acquisitions, focusing on engineering consulting and inspection services [8] Shareholder Information - As of June 30, 2025, the company had 18,665 shareholders, with a significant shareholder reducing their stake by approximately 0.9759% [9] - The reduction in shares is attributed to the shareholder's personal funding needs and is not expected to impact the company's governance or operations significantly [10]

时间：2025 年 9 月 5 日（星期五）上午 10:00-11:00 地点：价值在线（网址：www.ir-online.cn） 方式：网络互动 证券代码：603153 证券简称：上海建科 公告编号：2025-043 上海建科咨询集团股份有限公司 关于 2025 年半年度业绩说明会召开情况的 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 和完整性承担法律责任。 上海建科咨询集团股份有限公司（以下简称"公司"）于 2025 年 9 月 5 日（星期五）上午 10:00-11:00 在价值在线网络平台召开了 2025 年半年度业绩说明会，现将活动情况公告如下： 一、业绩说明会召开情况 参加人员：党委书记、董事长王吉杰先生，财务总监、总法律顾 问沈新根先生，独立董事苏勇先生，董事会秘书、总审计师常旺玲女 士 二、投资者提出的主要问题及公司回复情况 1、请介绍下公司上半年业绩情况，公司归母净利润较去年增速 较高及扣非后归母净利润较去年下降的原因是什么？ 答：2025 年上半年，公司实现营业收入 19.35 亿元，归属于上 市公司股东净利润 2,3 ...

Core Viewpoint - Shanghai JianKe Consulting Group Co., Ltd. is holding a half-year performance briefing on September 5, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in Q&A within the scope of information disclosure [3][4][6]. Group 1: Meeting Details - The performance briefing is scheduled for September 5, 2025, from 10:00 AM to 11:00 AM [6]. - The meeting will be conducted online via the Value Online platform [6]. - Investors can submit questions before the meeting through a designated website or WeChat mini-program [2][5]. Group 2: Participants - Key participants include Wang Jijie, the Chairman, Shen Xingen, the Chief Financial Officer and General Counsel, and Su Yong, an independent director [6]. Group 3: Contact Information - For inquiries, investors can contact the company's board office via phone at 021-31655960 or email at ir@sribs.com [7].

证券代码：603153 证券简称：上海建科 公告编号：2025-042 上海建科咨询集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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 和完整性承担法律责任。 重要内容提示： （https://eseb.cn/1r8lGd1rcKk）或使用微信扫描下方小程序码进行会 前提问，公司将通过本次业绩说明会，在信息披露允许范围内就投资 者普遍关注的问题进行回答。 上海建科咨询集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 15 日发布公司《2025 年半年度报告》，为便于广大投资者更 全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划 于 2025 年 9 月 5 日（星期五）上午 10:00-11:00 举行 2025 年半年度 会议召开时间：2025 年 9 月 5 日（星期五）上午 10:00-11:00 会议召开地点：价值在线（网址：www.ir-online.cn） 会议召开方式：网络互动方式 会议问题征集：投资者可于 2025 年 9 月 5 日前访问网 ...