Group 1 - The A-share market saw a collective surge in real estate stocks, with Huayi Family hitting the daily limit, and other companies like Quzhou Development, Xinda Real Estate, and Shibei High-tech rising over 4% [1] - The Chinese Premier Li Qiang emphasized the need for strong measures to stabilize the real estate market and promote urban renewal, including the renovation of urban villages and dilapidated housing [1] Group 2 - Huayi Family's stock increased by 10.14%, with a total market value of 5.223 billion and a year-to-date increase of 25.38% [2] - Quzhou Development's stock rose by 4.68%, with a total market value of 47.6 billion and a year-to-date increase of 88.85% [2] - Xinda Real Estate's stock increased by 4.19%, with a total market value of 12.1 billion and a year-to-date increase of 1.68% [2] - Shibei High-tech's stock rose by 4.15%, with a total market value of 11.3 billion and a year-to-date increase of 26.72% [2] - Tianbao Infrastructure's stock increased by 3.32%, with a total market value of 5.183 billion and a year-to-date increase of 56.08% [2] - Electronic City saw a stock increase of 3.14%, with a total market value of 8.087 billion and a year-to-date increase of 65.07% [2] - Other notable increases include Jingneng Real Estate (2.71%), Shahe Co. (2.60%), and Shenzhen Real Estate A (2.46%) [2]

Market Overview - The Shanghai Composite Index rose by 0.85% on August 18, with 29 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 4.46% and 3.43% respectively [1] - The real estate and oil & petrochemical sectors were the biggest losers, declining by 0.46% and 0.10% respectively, with the real estate sector at the top of the decline list [1] Capital Flow Analysis - The net outflow of capital from the two markets was 16.057 billion yuan, with 8 sectors seeing net inflows. The electronics sector led with a net inflow of 5.040 billion yuan and a daily increase of 2.48%, followed by the communication sector with a net inflow of 4.904 billion yuan and a daily increase of 4.46% [1] - The non-bank financial sector had the largest net outflow, totaling 7.087 billion yuan, followed by the power equipment sector with a net outflow of 5.090 billion yuan. Other sectors with significant outflows included pharmaceuticals, basic chemicals, and real estate [1] Real Estate Sector Performance - The real estate sector declined by 0.46% with a total net outflow of 2.004 billion yuan. Out of 100 stocks in this sector, 40 rose, including 1 hitting the daily limit, while 45 fell, including 1 hitting the lower limit [2] - Among the stocks with net inflows, the top three were Tibet Urban Investment with a net inflow of 55.565 million yuan, Tianbao Infrastructure with 33.574 million yuan, and Rongsheng Development with 22.805 million yuan [2] - The stocks with the largest net outflows included Wantong Development with a net outflow of 757.669 million yuan, Quzhou Development with 581.442 million yuan, and Poly Development with 179.508 million yuan [3]

Group 1 - Tianbao Infrastructure (000965) closed at 4.47 yuan, down 4.08% with a turnover rate of 10.44% and a trading volume of 1.1583 million hands, amounting to 527 million yuan [1] - The latest quarterly report shows total operating revenue of 169 million yuan, a year-on-year decrease of 34.62%, while net profit attributable to shareholders reached 100 million yuan, a year-on-year increase of 737.29% [1] - The company has a current ratio of 2.104, a quick ratio of 0.240, and a debt-to-asset ratio of 57.38% [1] Group 2 - Tianbao Infrastructure has made investments in 12 companies and participated in 42 bidding projects [2] - The company holds 22 trademark registrations and has 3 administrative licenses [2]

（文章来源：证券时报网） 据统计，截至8月13日，沪深两市共有135只个股连续5日或5日以上获融资净买入。连续获融资净买入天 数最多的股票是惠城环保，已连续23个交易日获净买入；连续获融资净买入天数较多的还有探路者、华 曙高科、景嘉微、凯盛新材、安井食品、鑫宏业、天保基建、依米康、电投产融等股，分别获14个、12 个、11个、10个、10个、9个、9个、9个、9个交易日净买入。 ...

通过天眼查大数据分析，天津天保基建股份有限公司共对外投资了12家企业，参与招投标项目42次，知 识产权方面有商标信息22条，此外企业还拥有行政许可3个。 来源：金融界 金融界消息 截至2025年8月13日收盘，天保基建（000965）报收于4.66元，下跌1.06%，换手率 16.18%，成交量179.61万手，成交金额8.51亿元。 资金流向方面，今日主力资金净流出3615.69万元，占比成交额4.25%。其中，超大单净流入1101.91万 元、占成交额1.29%，大单净流出4717.61万元、占成交额5.54%，中单净流出流出6886.10万元、占成交 额8.09%，小单净流入1.05亿元、占成交额12.33%。 天保基建最新一期业绩显示，截至2025一季报，公司营业总收入1.69亿元、同比减少34.62%，归属净利 润1.00亿元，同比增长737.29%，扣非净利润9446.75万元，同比增长834.22%，流动比率2.104、速动比 率0.240、资产负债率57.38%。 天眼查商业履历信息显示，天津天保基建股份有限公司，成立于1998年，位于天津市，是一家以从事资 本市场服务为主的企业。企业注册资本 ...

Investment Rating - The industry rating is optimistic, expecting overall returns to exceed the CSI 300 index by more than 5% in the next six months [11]. Core Insights - The report highlights that the real estate sector is experiencing a positive market trend, with the Shanghai Composite Index and Shenzhen Composite Index rising by 0.34% and 1.42% respectively on August 11, 2025. The Shenwan Real Estate Index increased by 1.24% [3]. - Specific developments include the planning adjustments in Shenzhen's Guangming District, which involve four residential land plots with varying land areas and floor area ratios [5]. - Guangzhou's state-owned enterprise, Zhujiang Real Estate, has initiated a price guarantee action for seven projects, promising to compensate buyers for price differences until the end of the year [6]. Market Performance - The top five performing stocks in the real estate sector include Shen Property A, Wantong Development, Tianbao Construction, Fuxing Shares, and Jintou City Development, with respective increases of 10.01%, 9.96%, 6.65%, 6.41%, and 6.01%. Conversely, the largest declines were seen in Rongfeng Holdings, Yatong Shares, Huali Family, Guangming Real Estate, and Shangshi Development, with decreases of -4.81%, -2.92%, -1.70%, -1.11%, and -1.04% [4]. Company Announcements - Huazhong City Holdings announced a suspension of trading due to a court-ordered liquidation [9]. - Zhuhai Huafa Industrial Co., Ltd. adjusted the coupon rate of its corporate bonds from 3.90% to 2.30%, with a total issuance of 2 billion yuan and a maturity of five years [9]. Industry News - The Shenzhen Intermediate People's Court announced the auction of the Shenzhen Huangting Plaza, with an estimated value of 4.361 billion yuan and a starting price of approximately 3.053 billion yuan [8].

Group 1 - The Tianjin Free Trade Zone concept rose by 3.27%, ranking third among concept sectors, with 14 stocks increasing, including Gui Faxiang which hit the daily limit, and Tianbao Infrastructure, Jintou City Development, and Haitai Development showing notable gains of 6.65%, 6.01%, and 4.64% respectively [1] - The top concept sectors by daily change included PEEK materials at 5.99%, MicroLED concept at 3.32%, and AI PC at 3.11%, while the metal lead and zinc sectors saw declines of -0.27% and -0.23% respectively [1] - The Tianjin Free Trade Zone concept attracted a net inflow of 176 million yuan from main funds, with eight stocks receiving net inflows, and six stocks exceeding 10 million yuan in net inflow, led by Gui Faxiang with a net inflow of 103 million yuan [1] Group 2 - The main fund inflow ratios for Gui Faxiang, Jintou City Development, and HNA Technology were 20.56%, 13.27%, and 8.72% respectively, indicating strong investor interest [2] - The top stocks in the Tianjin Free Trade Zone concept by main fund flow included Gui Faxiang with a daily increase of 9.99% and a turnover rate of 20.80%, followed by HNA Technology with a 4.52% increase and a turnover rate of 4.66% [2] - Other notable stocks included Tianjin Port with a 3.80% increase and a turnover rate of 2.10%, and Jintou City Development with a 6.01% increase and a turnover rate of 4.65% [2]

天保基建最新一期业绩显示，截至2025一季报，公司营业总收入1.69亿元、同比减少34.62%，归属净利 润1.00亿元，同比增长737.29%，扣非净利润9446.75万元，同比增长834.22%，流动比率2.104、速动比 率0.240、资产负债率57.38%。 天眼查商业履历信息显示，天津天保基建股份有限公司，成立于1998年，位于天津市，是一家以从事资 本市场服务为主的企业。企业注册资本110983.0895万人民币，实缴资本110983.0895万人民币。公司法 定代表人为侯海兴。 金融界消息 截至2025年7月30日收盘，天保基建（000965）报收于4.24元，下跌3.2%，换手率6.13%， 成交量68.02万手，成交金额2.93亿元。 通过天眼查大数据分析，天津天保基建股份有限公司共对外投资了12家企业，参与招投标项目42次，知 识产权方面有商标信息22条，此外企业还拥有行政许可3个。 资金流向方面，今日主力资金净流出5715.25万元，占比成交额19.48%。其中，超大单净流出3386.04万 元、占成交额11.54%，大单净流出2329.21万元、占成交额7.94%，中单净流出流入200 ...

Group 1 - The legal opinion letter is issued by Tianjin Senyu Law Firm regarding the third extraordinary general meeting of shareholders of Tianjin Tianbao Infrastructure Co., Ltd. scheduled for July 24, 2025 [1][2] - The meeting was announced through various channels, including China Securities Journal and Securities Times, detailing the time, location, convenor, attendees, agenda, voting rules, and registration methods [2][3] - A total of 540 shareholders participated in the meeting, representing 574,160,516 shares, which accounts for 51.7341% of the total voting shares [3][5] Group 2 - The meeting was presided over by the company's chairman, Hou Haixing, and the attendance and qualifications of participants were confirmed to comply with relevant laws and regulations [3][5] - The convenor of the meeting was the company's board of directors, which is deemed qualified to convene the shareholders' meeting [5] - The resolutions discussed during the meeting were consistent with those outlined in the meeting notice, with no new proposals introduced by the shareholders [5][6] Group 3 - Voting was conducted through a combination of on-site and online platforms, with the results showing 573,274,666 shares in favor, representing 99.8457% of the valid votes cast [6] - The voting results for minority shareholders indicated 2,278,770 shares in favor, accounting for 5.5808% of the valid votes from minority shareholders [6] - The legal opinion concludes that all procedures, qualifications, and voting results of the meeting are in compliance with applicable laws and the company's articles of association, rendering the resolutions valid [6]

2025 年第三次临时股东大会决议公告 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。 证券代码：000965 证券简称：天保基建 公告编号：2025-36 天津天保基建股份有限公司 特别提示： 1、本次股东大会未出现否决提案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、召开时间 （1）现场会议时间：2025年7月24日（星期四）下午2:30 （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7月24日上午9:15至9:25，9:30至11:30和下午 1:00至3:00；通过互联网投票系统投票的时间为2025年7月24日上 午9:15至下午3:00。 2、召开地点：天津空港经济区西五道35号汇津广场一号楼公 司八楼会议室 3、召开方式：采取现场投票与网络投票相结合的方式 4、召集人：公司董事会 1 5、主持人：董事长侯海兴先生 通过现场和网络投票的中小股东539人，代表股份3,164,620股， 占公司有表决权股份总数的0.2851％。 其中：通过现场投票的中小股东 ...