| 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 浙商证券股份有限公司诸暨东一路证券营业部 | 2826.40 | | | 买二 | 中信证券股份有限公司诸暨暨东路证券营业部 | 778.80 | | | 买三 | 申万宏源证券有限公司北京安定路证券营业部 | 407.38 | | | 买四 | 招商证券股份有限公司上海牡丹江路证券营业部 | 401.52 | | | 买五 | 国信证券股份有限公司浙江互联网分公司 | 386.60 | | | 卖一 | 华源证券股份有限公司江苏分公司 | | 1648.66 | | 卖二 | 信达证券股份有限公司温州瓯江路证券营业部 | | 1067.55 | | 卖三 | 中信证券股份有限公司长沙芙蓉中路证券营业部 | | 793.95 | | 卖四 | 平安证券股份有限公司深圳金田路证券营业部 | | 669.19 | 汇通集团(603176)今日跌停，全天换手率12.15%，成交额3.91亿元，振幅9.79%。龙虎榜数据显示，营 业部席位合计净买入0.19万元。 上交所公开 ...

证券之星消息，7月31日基础建设板块较上一交易日下跌0.94%，汇通集团领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。基础建设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) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | 14.39 | 10.02% | | 68.39万 | | 9.62亿 | | 002775 | 文科股份 | 4.40 | 10.00% | | 31.92万 | | · 1.39亿 | | 000010 | 美丽生态 | 3.51 | 3.85% | | 75.14万 | | 2.61亿 | | 603359 | 东珠生态 | 6.57 | 2.34% | | 18.06万 | | 1.18亿 | | 300536 | 农尚环境 | 9.48 | 1.61% | | 13.10万 | | 1.25亿 | | 603955 | 大千生态 | 33.80 | 1.29% | | 3 ...

Group 1 - The core viewpoint of the news is that Huitong Group's stock price increased by 5.63% on July 30, reaching 7.88 CNY per share, with a trading volume of 292 million CNY and a turnover rate of 8.49%, resulting in a total market capitalization of 3.738 billion CNY [1] - Huitong Group specializes in road engineering construction, municipal construction, and building construction, providing integrated services in infrastructure investment, design, construction, operation, and maintenance [1] - The company has over 20 professional qualifications and operates in more than 20 provinces and cities domestically as well as in Southeast Asia, continuously promoting technological innovation and achieving multiple industry honors and technical results [1] Group 2 - As of March 31, Huitong Group had 20,600 shareholders, with an average of 22,400 circulating shares per shareholder [2] - For the period from January to March 2025, Huitong Group reported operating revenue of 265 million CNY, a year-on-year decrease of 17.49%, and a net profit attributable to shareholders of -42.1423 million CNY, a year-on-year decrease of 5.10% [2]

Market Trends - The market has recently exhibited typical "water buffalo" characteristics, and whether this current trend can evolve into a longer-lasting bull market will depend on future fundamental developments [1][20]. Economic Indicators - The Dow Jones Industrial Average rose by 0.47%, the Nasdaq increased by 0.24%, and the S&P 500 gained 0.40%, with both the S&P 500 and Nasdaq reaching record closing highs [3]. - The Nasdaq China Golden Dragon Index fell by 0.89%, with most popular Chinese concept stocks declining [4]. Government Policies - The State Council approved measures for gradually implementing free preschool education, emphasizing the importance of this initiative for long-term development and its impact on families [5]. - The China Securities Regulatory Commission (CSRC) highlighted the need for a stable capital market amidst complex internal and external environments, focusing on market stability, strict regulation, and enhancing market functions [6]. Corporate Developments - China National Duty-Free Corporation reported a net profit of 2.6 billion yuan for the first half of 2025, a decrease of 20.81% year-on-year, with total operating revenue of 28.15 billion yuan, down 9.96% [16]. - The company *ST Suwu is under investigation for suspected information disclosure violations, which may lead to a forced delisting due to significant legal issues [19]. Investment Opportunities - The upcoming World Artificial Intelligence Conference is expected to catalyze multiple sub-sectors, while the continued implementation of policies supporting the Sci-Tech Innovation Board may lead to a rebound in previously stagnant stocks [20]. - Recommendations include focusing on sectors such as non-ferrous metals, communications, innovative pharmaceuticals, military industry, and gaming as the market approaches the mid-reporting season [20].

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector relative to the overall market performance [21]. Core Insights - The construction industry has shown a weekly increase of 5.62%, outperforming major indices such as the Shanghai Composite Index and the Shenzhen Component Index [4][6]. - The infrastructure investment in the first half of the year has grown by 4.6% year-on-year, which is 1.8 percentage points higher than the overall investment growth rate, indicating a positive trend in the sector [10][12]. - Key companies such as China Electric Power Construction and Chengbang Co. have secured significant contracts, enhancing their revenue outlook for 2024 [12]. Summary by Sections Industry Performance - The construction sector's weekly performance was +5.62%, with the best-performing sub-industry being state-owned infrastructure enterprises, which rose by 9.66% [3][4]. - The top three sub-industries for weekly gains were state-owned infrastructure enterprises (+9.66%), design consulting (+6.50%), and private infrastructure enterprises (+6.13%) [6][9]. Key Changes in the Industry - The State Council has introduced the "Housing Rental Regulations" to encourage the use of private housing for rental purposes, aiming to increase the supply of rental housing [10][11]. - The Ministry of Transport has completed the issuance of the 800 billion yuan "two重" construction project list, which is expected to stimulate further growth in infrastructure investment [10][12]. Company Updates - China Electric Power Construction has won a contract for the Sun Gou Pumped Storage Power Station with a total value of approximately 5.752 billion yuan, representing 0.91% of its projected revenue for 2024 [12][13]. - Chengbang Co. has secured a new construction project worth 77.3152 million yuan, which accounts for 22.22% of its expected revenue for 2024 [12][13]. - The company 亚翔集成 reported a significant decline in revenue for the first half of 2025, down 40.95% year-on-year [12][13].

Major Events - Guotai Junan Asset Management will absorb Haitong Asset Management as approved by Guotai Haitong [1] - Shikong Technology's actual controller is planning a change in control, leading to continued suspension of trading [1] - Fushun Special Steel's Jincheng Shazhou intends to acquire 5% of the company's shares at 5.6 CNY per share [1] - Xibu Materials' Wang Libo resigned from the position of vice chairman due to job changes [1] - Yitian Intelligent plans to establish a private equity fund with a professional institution [1] Performance - Tapa Group reported a net profit of 435 million CNY for the first half of the year, a year-on-year increase of 92.47% [2] - Qilu Bank's net profit for the first half of the year was 2.734 billion CNY, up 16.48% year-on-year [2] - Western Mining's net profit for the first half of the year reached 1.869 billion CNY, a 15% increase year-on-year [2] - Funiang Co.'s net profit for the first half of the year was 1.337 billion CNY, reflecting a year-on-year growth of 12.48% [2] - China Duty Free Group reported a net profit of 2.6 billion CNY for the first half of the year, a year-on-year decrease of 20.81% [2] Shareholding Changes - Softcom Power's shareholder plans to transfer 3% of the company's shares through inquiry [2] - Hu Lixia, a shareholder of Guoguang Co., plans to reduce holdings by no more than 3% [3] - Taiyuan Heavy Industry's controlling shareholder plans to increase holdings by 80 million to 160 million CNY [2]

Group 1 - The State Council, led by Li Qiang, is implementing measures to gradually promote free preschool education [1] - The China Securities Regulatory Commission (CSRC) is tightening restrictions on potential significant adverse impacts from peer competition on listed companies, enhancing the review responsibilities and decision-making requirements for related transactions [2] - According to Qunzhi Consulting, TV panel prices experienced a decline in July due to supply and demand dynamics, with expectations of a gradual stabilization starting in August [3] Group 2 - The Dalian Commodity Exchange has adjusted the trading limits for lithium carbonate futures (LC2509), capping the daily opening position at 3,000 contracts, while the Zhengzhou Commodity Exchange has set a limit of 500 contracts for coking coal futures (JM2509) [4] - Bond funds may face significant redemption pressure, with over 200 billion yuan in various bonds sold in the first four days of the week, including nearly 100 billion yuan sold in a single day on July 24 [5] - China Fortune Securities plans to issue H-shares and list on the Hong Kong Stock Exchange [6] - China Duty Free Group reported a net profit of 2.6 billion yuan for the first half of the year, a year-on-year decrease of 20.81% [6] - Dongshan Precision plans to invest up to 1 billion USD in a high-end printed circuit board project through its subsidiary [6] - Huaitong Group, which has seen a surge in stock prices, clarified that it did not participate in the construction of the hydropower station project downstream of the Yarlung Tsangpo River [6] - Guangsheng Pharmaceutical's innovative hepatitis B treatment drug, Nairu Kewei GST-HG141, has successfully enrolled its first subject in a Phase III clinical trial [6]

Group 1: Company Announcements - Guangshen Railway signed a cooperation agreement for the Guangzhou East Station renovation project with a total investment of approximately 16.66 billion yuan, including a reconstruction compensation investment of about 2.228 billion yuan [1] - Fushun Special Steel announced that Ningbo Meishan Bonded Port Area Jincheng Shazhou intends to make a partial tender offer to acquire 5% of the company's shares at a price of 5.6 yuan per share [2] - China Duty Free Group reported a net profit of 2.6 billion yuan for the first half of 2025, a year-on-year decrease of 20.81%, with total operating revenue of 28.151 billion yuan, down 9.96% [3] - Gaozheng Mining announced that its controlling shareholder, Cangjian Group, reduced its shareholding by 2.76 million shares, bringing its stake down to 57.6% [4] - Sanfeng Intelligent reported that its director Chen Wei is under investigation, but the company's operations remain normal [5] - Guangsheng Group's innovative hepatitis B treatment drug GST-HG141 has successfully enrolled its first participant in a Phase III clinical trial [6] - Western Gold announced plans to acquire 100% of Xinjiang Meisheng for 1.655 billion yuan, with a premium of 1421.66% over the book value [7] - Huqin Technology announced that shareholders holding more than 5% plan to reduce their holdings by up to 4% of the company's shares [8] - Dongshan Precision's subsidiary plans to invest up to 1 billion USD in a high-end printed circuit board project [10] - Yitian Intelligent plans to jointly invest in a private equity fund focusing on artificial intelligence and computing power, with a total subscription amount of 2 billion yuan [11] - *ST Wanfang is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [12] - Ruibeka and its controlling shareholder are also under investigation by the CSRC for similar reasons [13] - BioShares' subsidiary received clinical trial approval for a cat infectious peritonitis mRNA vaccine [14] - Ruipu Bio received the first clinical trial approval for an mRNA vaccine for economic animals in China [15] - Shengke Communication announced that a major fund plans to reduce its holdings by up to 3% of the company's shares [16] - ShenKai Co. announced a capital increase of 15 million yuan in Shandong Future Robotics, a deep-sea operation robot company [18] - Shouchuang Securities plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength [19] Group 2: Financial Performance - Western Mining reported a net profit of 1.869 billion yuan for the first half of the year, a year-on-year increase of 15% [20] - Digital Certification expects a loss of 80 million to 96 million yuan for the first half of the year [21] Group 3: Major Contracts and Share Buybacks - China Communications Construction Company signed new contracts worth 991.054 billion yuan in the first half of the year, a year-on-year increase of 3.14% [22] - Zhejiang Communications Technology's subsidiary won two projects totaling over 3.4 billion yuan [23] - Feilong Co. received a notification from SAIC Motor for a designated sales agreement, expecting sales revenue of over 400 million yuan during its lifecycle [24] - Liuyuan Group plans to repurchase shares worth 100 million to 200 million yuan [25] - Meikailong's shareholders plan to reduce their holdings by no more than 3.0011% of the company's shares [26]

证券代码：603176 证券简称：汇通集团 公告编号：2025-050 债券代码：113665 债券简称：汇通转债 汇通建设集团股份有限公司 股票交易异常波动公告 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： 二级市场交易风险：截至 2025 年 7 月 25 日收盘，公司收盘价 格为 7.74 元，根据中证指数网（www.csindex.com.cn）发布的数据， 公司所属行业为"E 建筑业"门类下的"E48 土木工程建筑业"，最 新静态市盈率为 8.06 倍，公司最新市盈率为 48.08 倍，远高于同行 业上市公司平均水平；公司所属行业"E 建筑业"门类下的"E48 土 木工程建筑业"最新市净率为 0.64 倍，公司最新市净率为 2.96 倍， 汇通建设集团股份有限公司（以下简称"公司"或"本公司"） 股票于 2025 年 7 月 24 日、7 月 25 日连续两个交易日内日收盘价格 涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关 规定，属于股票交易异常波动情形。 经公司自查并向控股股 ...

Group 1 - The stock of Huitong Group (603176) reached the daily limit, with a turnover rate of 20.03% and a transaction amount of 670 million yuan, showing a volatility of 17.10% [2] - The stock was listed on the Shanghai Stock Exchange's daily volatility board due to its 17.10% fluctuation, with a net buying amount of 172,200 yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 131 million yuan, with a buying amount of 65.47 million yuan and a selling amount of 65.30 million yuan, resulting in a net buying of 17,220 yuan [2] Group 2 - In the past six months, the stock has appeared on the daily volatility board six times, with an average price drop of 0.03% the next day and an average increase of 4.84% over the following five days [2] - The stock saw a net inflow of 32.70 million yuan from main funds today, including a net inflow of 12.10 million yuan from large orders and 20.60 million yuan from major funds, with a total net inflow of 70.19 million yuan over the past five days [2] - The company's Q1 report indicated a revenue of 265 million yuan, a year-on-year decrease of 17.49%, and a net loss of 42.14 million yuan [2]