Group 1 - The company focuses on five major business sectors: transportation infrastructure, urban construction, comprehensive maintenance, transportation manufacturing, and related industries [1] - The goal is to become a leading enterprise in the new infrastructure sector while actively promoting the development plan for the 14th Five-Year Plan [1] - The company aims to optimize its business portfolio and structure, enhancing its overall development capabilities to promote high-quality growth [1]

有投资者在互动平台向浙江交科提问："请问贵公司作为国企，常年股价低于市值，有没有做市值管 理？" 针对上述提问，浙江交科回应称："尊敬的投资者，您好！公司股价主要受宏观经济环境、行业发展趋 势、证券市场估值水平等多重因素影响。公司始终重视市值管理工作，为贯彻落实《上市公司监管指引 第10号——市值管理》精神，公司制定了《市值管理制度》和《2025年度估值提升计划》。2025年，公 司积极探索外延式并购、实施股权激励、提高现金分红以及大股东增持等举措强化公司市值管理。未 来，公司也将聚焦公司主业发展，优化投资者沟通渠道，灵活运用市值维护工具，切实推动国有资产保 值增值，维护股东权益。感谢您的关注。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

Group 1 - The core document outlines a strategic framework for Zhejiang's economic and social development over the next five years, emphasizing modern infrastructure as a key component for building a modern industrial system [1] - The "14th Five-Year Plan" indicates a strong commitment to maintaining high levels of investment in transportation infrastructure, with a projected total investment of 409.3 billion yuan in 2024, representing a year-on-year increase of 9.6% [2] - Zhejiang Jiaokao has reported a significant increase in new orders, totaling 66.569 billion yuan in the first nine months of 2025, which is over 20% higher than the previous year, driven by major transportation projects [2] Group 2 - In response to the opportunities presented by the "14th Five-Year Plan," Zhejiang Jiaokao is proactively adjusting its business structure to align with policy directions, focusing on five key business segments: transportation infrastructure, urban construction, comprehensive maintenance, transportation manufacturing, and related industries [3] - The company has successfully pre-bid for a significant urbanization project, indicating its strategic shift towards urban construction and expanding its market beyond traditional road and bridge projects [3] - The emphasis on "smart and refined management" and "AI+" in the planning aligns with Zhejiang Jiaokao's focus on intelligent upgrades in its maintenance and manufacturing sectors, aiming to enhance long-term core competitiveness [4] Group 3 - The "14th Five-Year Plan" provides a clear and opportunity-rich blueprint for infrastructure development, maintaining high traditional transportation investment while promoting urban renewal and intelligent upgrades [4] - Zhejiang Jiaokao's strategic layout of five business segments, strong order performance, notable breakthroughs in urban business, and robust shareholder resources position the company well to embrace the new era of growth [4] - The dual drivers of policy support and the company's strategic initiatives place Zhejiang Jiaokao on a clear growth trajectory, preparing it for future value creation opportunities [4]

证券日报网讯1月13日，浙江交科（002061）在互动平台回答投资者提问时表示，截至2026年1月9日收 盘，公司股东户数为44925户。 ...

Group 1 - The company Zhejiang Jiaokao (002061) reported that as of December 31, 2025, the number of shareholders is 44,983 [1]

Market Overview - The infrastructure sector increased by 0.16% on December 31, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Top Performers - Guosheng Technology (603778) closed at 17.60, up 7.84% with a trading volume of 858,400 shares and a transaction value of 1.466 billion [1] - Guanzhong Ecology (300948) closed at 21.69, up 5.55% with a trading volume of 94,800 shares and a transaction value of 203 million [1] - China Nuclear Engineering (601611) closed at 13.48, up 4.01% with a trading volume of 1,951,000 shares and a transaction value of 1.265 billion [1] Underperformers - C Haofan (001396) closed at 43.15, down 13.72% with a trading volume of 117,200 shares and a transaction value of 525 million [2] - Dongzhu Ecology (603359) closed at 9.54, down 4.31% with a trading volume of 907,400 shares and a transaction value of 89.57 million [2] - Jiangjian Co. (603815) closed at 7.44, down 2.36% with a trading volume of 211,700 shares and a transaction value of 158 million [2] Capital Flow - The infrastructure sector experienced a net outflow of 113 million from institutional investors, while retail investors saw a net inflow of 4.06 million [2] - The main capital inflow was observed in Huylu Ecology (001267) with a net inflow of 98.54 million, accounting for 9.78% of the total [3] - China Nuclear Engineering (601611) had a net inflow of 50.82 million, representing 4.02% of the total [3]

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [2] Core Views - The report emphasizes that the construction sector is expected to experience a "spring surge" as the "14th Five-Year Plan" approaches its start, with significant government support and infrastructure investment anticipated [3][4][10] - The report highlights that the investment pace in the early stages of the "14th Five-Year Plan" is likely to follow historical patterns, with a concentration of project launches and higher investment growth expected [4][10] - The construction sector is advised to focus on three core investment themes for 2026: major national projects, high-dividend state-owned enterprises, and private construction companies leveraging cash flow for new opportunities [5][19] Summary by Sections Policy Developments - The government is actively releasing positive signals regarding the "14th Five-Year Plan," focusing on high-quality development and major infrastructure projects [3][20] - The National Housing and Urban-Rural Development Conference has emphasized stabilizing the real estate market and accelerating the renovation of old urban areas [3][20] Market Performance - The report notes that the construction and decoration index rose by 2.26% during the week, with significant gains in sectors such as decoration and specialized engineering [6] - A total of 101 stocks in the construction sector saw price increases, with notable performers including Hainan Development (+56.46%) and Shanghai Bay (+44.35%) [6] Future Outlook - The report anticipates that the construction sector will see a resurgence in investment activity, particularly in traditional infrastructure such as railways and highways, as well as new infrastructure projects [4][10][14] - The focus on water conservancy and transportation infrastructure is expected to increase, with several provinces already initiating planning for these projects [13][14] - The report suggests that the construction sector will benefit from a shift towards new infrastructure and low-altitude economy projects, which are gaining traction in local planning [14][19]

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [2] Core Insights - The report emphasizes the upcoming "spring excitement" in the construction sector as the "14th Five-Year Plan" approaches its start, with a historical pattern of infrastructure investment showing a tendency for higher growth in the early stages of five-year plans [4][10] - The report highlights that the current infrastructure investment is still at a low level, but anticipates an increase in investment pace as the "15th Five-Year Plan" begins, which is expected to support the construction sector's performance in 2026 [4][10] - Key areas of focus for investment include major national projects such as the canal system, Tibet railway, and new energy infrastructure, which are expected to generate long-term order demand [19] Summary by Sections Policy Developments - The report notes that the government is actively releasing positive signals regarding the "15th Five-Year Plan," with a focus on high-quality development and major infrastructure projects [3][20] - The central government has emphasized the importance of stabilizing the real estate market and accelerating the renovation of old urban areas, with significant progress already reported in various provinces [3][21] Market Performance - The report indicates that the construction and decoration index has shown positive performance, with a 2.26% increase, and highlights the top-performing stocks in the sector [6] Future Outlook - The report identifies three core investment themes for the construction sector in 2026: 1. Major national projects that will continue to drive long-term demand [19] 2. High-dividend, low-valuation state-owned construction enterprises that are expected to gain value [19] 3. Private construction companies leveraging cash flow and flexibility to enter new markets such as clean rooms and AI infrastructure [19]

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector [3][24]. Core Insights - The report highlights a significant increase in the construction and decoration sector, with the SW Building Decoration Index rising by 2.26% [3][4]. - Key sub-sectors such as decorative curtain walls, professional engineering, and international engineering have shown strong weekly performance, with increases of 7.14%, 6.11%, and 3.52% respectively [3][6]. - The report emphasizes the importance of effective investment in infrastructure and strategic mergers and acquisitions as outlined by the State-owned Assets Supervision and Administration Commission (SASAC) [3][10]. Industry Performance - The construction industry outperformed the Shanghai Composite Index, with a weekly increase of 2.26% compared to the index's 1.88% [4][5]. - The best-performing sub-industry for the week was decorative curtain walls, which saw a rise of 7.14% [6][9]. - Year-to-date, the ecological landscaping sector has shown the highest growth at 54.66%, followed closely by professional engineering and decorative curtain walls [6][9]. Key Company Developments - Zhejiang Communications Technology Co., Ltd. won a contract for the "Fuchun River Urbanization Project" valued at 3.004 billion yuan, representing 6.29% of its 2024 revenue [14]. - China Aluminum International signed a contract worth 14 billion yuan with an overseas client, accounting for 58.33% of its 2024 revenue [14][15]. - The report notes significant stock performance, with companies like Hainan Development and Shanghai Port Bay seeing weekly increases of 56.46% and 44.35% respectively [3][10].

转自：证券时报 人民财讯12月26日电，浙江交科(002061)12月26日公告，近日，下属公司浙江交工及交工地下作为联合 体成员，中标富春江沿江洋洲区块新型城镇化建设项目。根据协议，项目公司注册资本为1亿元，浙江 交工及交工地下出资2000万元。同时，浙江交工及交工地下预计最高出资5亿元用于项目开发建设投 资。 ...