Group 1 - Hailanxin (300065) benefits from the collaborative development of the capital urban area port cluster and the intelligent upgrade of shipping, leading to strong growth momentum for the company [1][34] - The company specializes in marine electronic information systems and marine engineering equipment, with a leading position in domestic navigation technology [1][34] - The demand for technology support is expected to increase due to the acceleration of intelligent transformation at key ports like Tianjin and Tangshan [1][34] Group 2 - Jingtou Development (600683) focuses on the development of rail transit properties, leveraging the construction of a cross-regional rail transit network to unlock land value along the routes [2][36] - The company has developed a mature "rail + property" model and holds multiple patents in core technologies related to rail property [2][36] - The ongoing construction in key areas like Beijing's sub-center and Xiong'an New Area aligns with the demand for residential and industrial support due to population relocation [2][36] Group 3 - Chengjian Development (600266) is positioned to benefit from the accelerated urban renewal and non-capital function relief, which creates sustained demand for urban development and infrastructure projects [3][37] - The company has extensive experience in old city renovation and affordable housing construction, participating deeply in the quality upgrade projects of core cities [3][37] - The company’s land reserves and project resources in key areas can directly meet the housing and industrial space needs arising from population relocation [3][37] Group 4 - Langfang Development (600149) is strategically positioned in the land development business in the Beijing area, benefiting from the integration of Tongzhou and the North Three Counties [4][38] - The company can leverage local resource advantages to undertake land consolidation and infrastructure construction projects [4][38] - The demand for land development is expected to be rigidly released due to the implementation of cross-regional demonstration policies [4][38] Group 5 - Julisi (002342) sees a surge in demand for engineering equipment and rigging due to large-scale infrastructure projects in the urban area [5][39] - The company specializes in engineering rigging and lifting equipment, widely used in construction scenarios such as bridges and ports [5][39] - The integration of transportation in the Beijing-Tianjin-Hebei region is expected to drive significant growth in the company's product demand [5][39] Group 6 - Huasheng Tiancai (600410) focuses on cloud computing and digital services, capitalizing on the digital infrastructure upgrade and industrial digital transformation in the urban area [6][40] - The company has a comprehensive digital technology system and rich industry service experience [6][40] - The demand for digital services is expected to grow as the region develops smart transportation and digital governance applications [6][40] Group 7 - Jinyu Group (601992) is a leading supplier of building materials in the Beijing-Tianjin-Hebei region, benefiting from the ongoing construction boom and urban renewal [7][41] - The company’s product offerings include cement, concrete, and aggregates, with a strong supply chain advantage [7][41] - The demand for building materials is expected to rise significantly due to large-scale infrastructure and housing projects [7][41] Group 8 - Jidong Equipment (000856) is positioned to benefit from the upgrade of traditional industries and the demand for equipment renewal in the building materials sector [8][42] - The company specializes in cement equipment manufacturing and engineering services, with a strong technical capability [8][42] - The demand for high-end cement equipment and environmental renovation technology is expected to grow as the region pushes for green upgrades [8][42] Group 9 - Fushi Holdings (300071) focuses on brand marketing and public relations, benefiting from the growing demand for brand promotion in the urban area [9][43] - The company has a full-chain marketing service capability and serves clients across multiple industries [9][43] - The demand for customized marketing solutions is expected to rise as many enterprises establish and upgrade their brands [9][43] Group 10 - Huaxia Happiness (600340) specializes in the development and operation of industrial new towns, benefiting from the influx of industries due to non-capital function relief [10][44] - The company has a mature operational model that integrates industrial introduction and urban support [10][44] - The value of industrial new towns is expected to increase as the region enhances transportation and public services [10][44] Group 11 - Hongqiang Co., Ltd. (002809) sees a rigid growth in demand for concrete additives due to large-scale infrastructure projects [11][45] - The company specializes in concrete additives and new building materials, with stable product performance [11][45] - The demand for concrete is expected to rise significantly, driving the growth of the additives market [11][45] Group 12 - Siwei Tuxin (002405) is positioned to benefit from the rapid development of smart transportation and the growth of the connected vehicle and autonomous driving industries [12][46] - The company specializes in navigation maps and connected vehicle services, with leading technology in high-precision mapping [12][46] - The demand for smart transportation solutions is expected to grow as the region promotes intelligent upgrades in transportation systems [12][46] Group 13 - Leike Defense (002413) focuses on radar systems and electronic countermeasures, benefiting from the dual growth in defense and civilian security demands [13][48] - The company has core technologies and intellectual property rights in the defense and civilian security sectors [13][48] - The demand for security solutions is expected to increase as the region enhances its security capabilities [13][48] Group 14 - Aerospace Technology (000901) is involved in the aerospace equipment manufacturing sector, benefiting from the integration of innovation resources and the upgrade of high-end manufacturing [14][49] - The company leverages its aerospace technology advantages to participate in regional aerospace projects [14][49] - The demand for aerospace technology applications is expected to grow as the region develops its aerospace industry [14][49] Group 15 - Keri International (300662) focuses on human resources services, benefiting from the accelerated flow of talent and the growing demand for high-end talent in the urban area [15][50] - The company provides comprehensive human resources services, covering various industries [15][50] - The demand for customized human resources solutions is expected to rise as enterprises upgrade and expand [15][50] Group 16 - Tanshijia (300005) is positioned to benefit from the growth in outdoor leisure demand and the development of ecological tourism resources [16][51] - The company specializes in outdoor apparel and equipment, with a strong brand presence in the outdoor products industry [16][51] - The demand for outdoor products is expected to grow as consumer awareness of outdoor activities increases [16][51] Group 17 - Gangyan Gaona (300034) focuses on high-temperature alloy materials, benefiting from the rapid development of aerospace and new energy sectors [17][52] - The company specializes in the research and production of high-end alloy materials, with leading technology in the field [17][52] - The demand for high-temperature alloys is expected to grow as the region promotes high-end manufacturing upgrades [17][52] Group 18 - Electronic City (600658) focuses on the development and operation of technology parks, benefiting from the demand for innovation resources and the establishment of tech enterprises [18][53] - The company has extensive experience in park operation and enterprise incubation [18][53] - The demand for technology parks is expected to grow as the region promotes innovation and collaboration [18][53] Group 19 - Shangda Co., Ltd. (301522) specializes in the processing of special steel materials, benefiting from the growing demand for high-end materials in traditional industries [19][54] - The company focuses on the deep processing of special steel, with significant advantages in material processing technology [19][54] - The demand for special steel products is expected to rise as the region promotes the upgrade of manufacturing industries [19][54] Group 20 - Jikai Co., Ltd. (002691) focuses on mining equipment and intelligent upgrades, benefiting from the demand for efficient resource development [20][55] - The company specializes in mining machinery and technical services, with a strong service network [20][55] - The demand for intelligent mining equipment is expected to grow as the region promotes equipment renewal [20][55] Group 21 - Xinhua News (603888) focuses on news dissemination and digital content services, benefiting from the growing demand for media and cultural industries [21][56] - The company has authoritative information channels and strong content creation capabilities [21][56] - The demand for customized media solutions is expected to rise as the region promotes cultural integration and digital transformation [21][56]

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的电力设备是否有出口业务？ 冀东装备（000856.SZ）2月3日在投资者互动平台表示，公司全资子公司金隅电气生产的电气盘柜，可 用于电力系统，但无出口业务。 （文章来源：每日经济新闻） ...

格隆汇2月3日丨冀东装备(000856.SZ)在投资者互动平台表示，公司全资子公司金隅电气生产的电气盘 柜，可用于电力系统，但无出口业务。 ...

格隆汇2月3日丨冀东装备(000856.SZ)在投资者互动平台表示，公司全资子公司金隅电气生产的电气盘 柜，可用于电力系统，但无出口业务。 ...

Group 1: Market Performance - The stocks related to the Beijing-Tianjin-Hebei concept opened high, with several companies reaching the daily limit increase, including Fushi Holdings, Jingtou Development, and Chengjian Development, all up by over 10% [1][2] - Notable performers include Huaxia Happiness, which rose over 9%, and Jinyu Jidong, which increased by over 6% [1][2] Group 2: Policy and Planning - The Central Committee of the Communist Party and the State Council released the "Modern Capital Urban Circle Spatial Collaborative Planning (2023-2035)," aiming to optimize the urban system of Beijing-Tianjin-Hebei [2][3] - The plan emphasizes the construction of a spatial pattern characterized by "one core, two wings, dual cities, multiple points, and dual corridors" to enhance the capital's radiating effect and improve service levels [2][3] Group 3: Industry Implications - The planning document highlights the need for a "two corridors, four belts" industrial collaborative innovation pattern, promoting advanced manufacturing clusters and deep integration of innovation and industrial chains [4][6] - The transportation infrastructure will be enhanced with the construction of "eight corridors and two rings," establishing a comprehensive international transportation hub in the region [5][6] Group 4: Company Opportunities - Jidong Equipment, a leading manufacturing company in the Beijing-Tianjin-Hebei region, is expected to benefit from increased demand for equipment due to regional infrastructure projects [7] - Jinyu Group, a major building materials enterprise, will see steady sales growth in its products due to accelerated infrastructure and new industrial park developments [7] - Huaxia Happiness, with extensive experience in industrial park development, is positioned to expand its projects and enhance performance through the new policy framework [7]

Group 1 - The core viewpoint of the news is that the Beijing-Tianjin-Hebei concept stocks experienced a collective surge in early trading on February 3, with several companies reaching their daily limit up [1] - Companies such as Jingtou Development, Urban Construction Development, Langfang Development, and Jidong Equipment all hit the daily limit up [1] - Other companies like Huaxia Happiness, Jianxin Co., Rongsheng Development, and Shoukai Co. also showed significant gains in their stock prices [1]

| 证券代码：000856 公告编号：2025-47 | 证券简称：冀东装备 | | --- | --- | | 唐山冀东装备工程股份有限公司 | | | 关于补充披露关联交易的公告 | | | 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 | | | 记载、误导性陈述或重大遗漏。 | | 特别提示：本公告是补充披露唐山冀东装备工程股份有限公司 （以下简称"公司"或"本公司"）2024 年与关联方唐山盾石机械制造有 限公司（以下简称"盾石机械"）签署扣款协议共计 363.84 万元的 关联交易和对"2024 年度公司从关联方盾石机械取得营业外收入 552.76 万元，公司 2024 年年报中未披露该关联交易"所作的补充披 露。 公司及相关责任人收到中国证券监督管理委员会河北监管局（以 下简称"河北证监局"）出具的《关于对唐山冀东装备工程股份有限 公司采取责令改正措施及对焦留军、李洪波、刘福生、陈峰采取监管 谈话措施的决定》（〔2025〕44 号）（以下简称《责令改正决定书》） 具体内容详见公司于 2025 年 12 月 12 日刊登于巨潮资讯网 （http://www.cninfo.co ...

证券代码：000856 证券简称：冀东装备 公告编号：2025-44 唐山冀东装备工程股份有限公司 2025年第三次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1.本次股东会未出现否决提案的情形。 2.本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议的召开情况 1.召开时间： （1）现场会议召开时间：2025 年 12 月 24 日 下午 2:00 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 12 月 24 星期三）的股票交易时间，即 9:15—9:25，9:30—11:30 和 13:00—15:00。 通过深圳证券交易所互联网投票系统投票的时间为2025年12月 24 日（现场股东会召开当日）上午 9:15，结束时间为 2025 年 12 月 24 日（现场股东会结束当日）下午 3:00。 2.召开地点：河北省唐山市曹妃甸区通岛路金隅冀东科技大厦 11 层会议室 3.召开方式：现场表决与网络投票相结合的方式 4.召集人：公司董事会 5.主持人：焦留军 ...

唐山冀东装备工程股份有限公司章程 第一章 总则 第一条 为维护公司、股东、职工和债权人的合法权益，规 范公司的组织和行为，全面贯彻落实"两个一以贯之"重要要求， 坚持和加强党的全面领导，完善公司法人治理结构，建设中国特 色现代企业制度，根据《中国共产党章程》（以下简称《党章》）、 《中华人民共和国公司法》（以下简称《公司法》）、《中华人 民共和国证券法》（以下简称《证券法》）和其他有关规定，制 定本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份 有限公司（以下简称公司）。 公司 1998 年 4 月 10 日经河北省人民政府股份制领导小组 办公室冀股办〔1998〕13 号文件批准，以募集设立方式设立； 在唐山市行政审批局注册登记，取得营业执照，统一社会信用代 码为 9113020070071264XQ。 第三条 公司于 1998 年 5 月 18 日经中国证券监督管理委员 会（以下简称中国证监会）批准，首次向社会公众发行人民币普 通股五千万股，于 1998 年 8 月 13 日在深圳证券交易所上市。 第四条 公司注册名称：唐山冀东装备工程股份有限公司 英文全称：Tangshan Jidong E ...

证券代码：000856 证券简称：冀东装备 公告编号：2025-49 唐山冀东装备工程股份有限公司 关于变更审计机构质量控制复核人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 唐山冀东装备工程股份有限公司（以下简称"公司"）分别于 2025 年3月26日和2025年4月16日召开第八届董事会第五次会议和2024 年年度股东大会，审议通过了《关于聘任 2025 年度会计师事务所的 议案》，同意聘任德勤华永会计师事务所（特殊普通合伙）（以下简 称"德勤华永"）为公司 2025 年度审计机构。具体内容详见公司于 2025 年 3 月 27 日在证券日报、证券时报、巨潮资讯网披露的《关于拟变 更会计师事务所的公告》（公告编号 2025-11） 。 近日，公司收到德勤华永出具的《关于变更唐山冀东装备工程股 份有限公司 2025 年度审计质量控制复核人的函》，现将具体情况公 告如下： 本次变更过程中相关工作已有序交接，变更事项不会对公司2025 年度财务报表和内部控制审计工作产生不利影响。 项目质量控制复核人徐振先生，自 2005 年加⼊德勤华永，长期 从事上市 ...