登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 新疆北新路桥集团股份有限公司（以下简称"公司""本公司"）近日收到第三师图木舒克市公路建设项目 管理处发来的《中标通知书》。根据《中标通知书》，本公司子公司新疆生产建设兵团交通建设有限公 司（以下简称"兵团交建"）与新疆小海子水利建筑安装工程有限公司组成的联合体被确定为第三师图木 舒克市－柯坪县－乌什县公路（图木舒克-柯坪段）（第一合同段工程施工）（以下简称"该项目"）中 标人。中标金额为贰亿捌仟肆佰叁拾捌万陆仟柒佰捌拾元整（￥284,386,780.00）。 一、业主方及项目基本情况 公司尚未与项目业主方正式签订合同，因此合同条款尚存在不确定性，敬请投资者注意投资风险。 四、备查文件 标段工程交工验收的质量评定：合格； 竣工验收的质量评定：合格。 （四）项目概况： 该项目全长35.035km；共设置桥梁6座，大桥1座，中桥4座，小桥1座，涵洞35道；设置交通式立体交 叉1处，分离式立体交叉1处，平面交叉13处，管线交叉1862m/76处。 二、对公司的影响 该项 ...

人民财讯8月15日电，北新路桥(002307)8月15日晚间公告，公司子公司新疆生产建设兵团交通建设有限 公司与新疆小海子水利建筑安装工程有限公司组成的联合体，被确定为第三师图木舒克市－柯坪县－乌 什县公路（图木舒克-柯坪段）（第一合同段工程施工）中标人，中标金额为2.84亿元。 转自：证券时报 ...

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 新疆北新路桥集团股份有限公司（以下简称"公司""本公司"）近日收到第三 师图木舒克市公路建设项目管理处发来的《中标通知书》。根据《中标通知书》， 本公司子公司新疆生产建设兵团交通建设有限公司（以下简称"兵团交建"）与新 疆小海子水利建筑安装工程有限公司组成的联合体被确定为第三师图木舒克市 －柯坪县－乌什县公路（图木舒克-柯坪段）（第一合同段工程施工）（以下简称 "该项目"）中标人。中标金额为贰亿捌仟肆佰叁拾捌万陆仟柒佰捌拾元整 （¥284,386,780.00）。 证券代码：002307 证券简称：北新路桥 公告编号：2025－46 新疆北新路桥集团股份有限公司 工程中标公告 二、对公司的影响 证券代码：002307 证券简称：北新路桥 公告编号：2025－46 一、业主方及项目基本情况 （一）业主名称：第三师图木舒克市公路建设项目管理处 本公司子公司兵团交建与新疆小海子水利建筑安装工程有限公司组成的联 合体与第三师图木舒克市公路建设项目管理处不存在关联关系。 （二）项目工期：730 日历天。 （三）质量标准： ...

New Stock Listings - Zhigao Machinery listed on August 14, 2025, with an issuance price of 17.41[1] - China Shipbuilding (stock code: 600150) has a buyout request period from August 13 to August 15, 2025[1] - Shinke Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] Tender Offers and Mergers - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - China Heavy Industry (stock code: 601989) is involved in a merger announcement[1] Market Volatility - Longhua Technology (stock code: 603280) reported severe abnormal fluctuations[1] - Guochuang Gold Control (stock code: 002670) has been flagged for abnormal trading activity[1] - ST Keli Da (stock code: 600410) is also noted for significant price volatility[1]

证券研究报告 建筑装饰 行业定期报告 hyzqdatemark 2025 年 08 月 13 日 王彬鹏 SAC：S1350524090001 wangbinpeng@huayuanstock.com 戴铭余 SAC：S1350524060003 daimingyu@huayuanstock.com 郦悦轩 SAC：S1350524080001 liyuexuan@huayuanstock.com 唐志玮 tangzhiwei@huayuanstock.com 林高凡 lingaofan@huayuanstock.com 板块表现： 又一重大工程启动：新藏铁路公司成立 投资评级： 看好（维持） ——建筑装饰行业周报（20250804-20250810） 1）红利主线：在流动性宽松、利率低位背景下，高分红、低估值个股具备配置价值。 公募新规强化"重回报"导向，低波动、低机构持仓的高股息标的受关注，优先选 择分红稳定、估值合理、资金流入潜力大的公司，重点推荐江河集团，四川路桥。 2）"建筑+"主线：政策鼓励并购重组与转型升级，部分企业加速布局新能源、智 能制造、数字化建设、运维等新业态。重点关注转型方向清晰、成长 ...

Core Insights - The report highlights a significant shift in China's consumption structure from goods to services, with per capita service consumption expected to reach 46.1% of total consumption by 2024, contributing 63% to the growth of consumer spending [2] - The establishment of the Xinjiang-Tibet Railway Company marks the beginning of a major infrastructure project that is expected to enhance regional economic collaboration and reduce logistics costs, with an estimated investment of around 500 billion yuan [7][8] - The report emphasizes the positive impact of major infrastructure projects on China's economic stability and growth, particularly in the context of external uncertainties [9][10] Economic News - The Ministry of Commerce indicates a rapid transition in China's consumption structure, with service consumption growing at an annual rate of 9.6% from 2020 to 2024 [2] - The Ministry of Finance has introduced a one-year "dual interest subsidy" policy aimed at boosting consumer loans for various sectors, including automotive and healthcare [2] - The People's Bank of China is encouraging increased credit support for the service consumption sector to ensure effective policy implementation [4] Company Insights - Alibaba Health has signed a strategic cooperation agreement with Innovent Biologics to enhance supply chain solutions for cold-chain delivery of specific medications [5] - Didi has recently invested in a driverless commercial vehicle company, indicating a strategic move towards autonomous transportation [5] - Jiangfeng Electronics is planning to integrate its flat panel display target material business with Japan's Aifuka Corporation, showcasing international collaboration [5] Infrastructure Projects - The Xinjiang-Tibet Railway is expected to significantly lower logistics costs and enhance economic cooperation between regions, with a construction period projected to exceed 20 years [8][9] - The report outlines that the construction of the Xinjiang-Tibet Railway will provide a safety net for China's economy against external uncertainties, contributing approximately 0.18% to GDP growth annually [8][9] - Other major infrastructure projects are also set to commence, which will serve as important engines for domestic demand and economic stability [10] Investment Recommendations - The report suggests that leading companies in the construction and materials sector will benefit significantly from the Xinjiang-Tibet Railway project, including major state-owned enterprises [9] - It emphasizes that the implementation of major projects will not only yield long-term benefits but also stabilize the economy amid external challenges [11]

Group 1 - The market focus stocks include Jishi Media, which opened high at 9.79% after achieving five consecutive trading days of gains [1] - Robotics concept stock Beiwai Technology opened flat, while Feiyada opened high at 2.57% after three consecutive trading days of gains [1] - Local Xinjiang stock Hongtong Gas opened high at 4.95% after five consecutive trading days of gains, and Beixin Road and Bridge opened high at 0.54% [1] Group 2 - The consumer electronics sector saw Furi Electronics open high at 1.15% after five consecutive trading days of gains [1] - In the chip industry chain, Haili Co. opened high at 2.31% after four consecutive trading days of gains, while Wantong Development opened low at 0.87% [1] - In the computing power industry chain, Huasheng Tiancai opened high at 2.94% after three consecutive trading days of gains, and Tongzhou Electronics reached a limit-up in bidding [1] Group 3 - Brain-computer interface concept stock Innovation Medical opened high at 2.53% after three consecutive trading days of gains [1]

（文章来源：每日经济新闻） 每经AI快讯，今日共51股涨停，连板股总数19只，22股封板未遂，封板率为70%（不含ST股、退市 股）。焦点股方面，继昨日上演"准地天板"后，北纬科技今日再度涨停走出7天6板；新疆本地股持续活 跃，洪通燃气6天5板，新疆交建、北新路桥等晋级3连板；吉视传媒录得4连板，成为市场高度板。 ...

Group 1: Market Overview - The Asia-Pacific stock markets showed strength, with the Nikkei 225 index rising over 2% to reach a historical high, while the Korean Composite Index and India's SENSEX30 index increased nearly 1% [1] - A-shares also strengthened, with the Shanghai Composite Index hitting a new yearly high, and the ChiNext and Sci-Tech 50 indices performing strongly. However, Hong Kong stocks showed weakness, with the Hang Seng Index slightly declining [2] Group 2: Sector Performance - The financial sector was overall strong, with Guosheng Financial Holdings hitting the daily limit, and Postal Savings Bank and Agricultural Bank reaching new highs [2] - The human brain engineering concept saw significant activity, with Cambrian Technology surging over 13% to surpass 800 CNY per share, and Tibet Pharmaceutical hitting the daily limit [2][5] - The liquid cooling server concept was active, with Shenling Environment rising over 15% and Industrial Fulian increasing by over 8% [2][9] Group 3: Xinjiang Local Stocks - Xinjiang local stocks performed strongly, with companies like Bayi Steel, Beixin Road and Bridge, and Xinjiang Communications achieving three consecutive daily limits [4] - The establishment of the New Tibet Railway Company, with a registered capital of 95 billion CNY, is expected to boost infrastructure, civil explosives, and cement sectors in the region [4] Group 4: Human Brain Engineering - The human brain engineering sector is experiencing a surge, driven by a recent policy from the Ministry of Industry and Information Technology aimed at promoting the development of brain-machine interface technology by 2027 [6][7] - The policy outlines the establishment of a robust industry ecosystem and aims to cultivate globally influential enterprises in the brain-machine interface field [6][7] Group 5: Liquid Cooling Technology - The liquid cooling server sector is gaining traction due to increasing demand for computing power driven by generative AI, necessitating upgrades from traditional cooling methods [9][10] - The next-generation liquid cooling solutions are expected to see significant advancements, particularly in high-performance computing environments [10]

八一钢铁作为新疆最大钢铁企业，拥有三个生产基地，产能水平达到一千万吨。公司产品覆盖棒材、线 材、型钢、板材等多个品种，规格超过2400个。中国宝武集团为其控股股东，持股比例58.6931%。 北新路桥在基础设施建设领域具备丰富经验，业务涵盖公路、桥梁、隧道等工程。新疆交建专注于土木 工程建筑业，在区域内承接多项重要建设项目。 市场成交量明显放大，资金流入新疆板块个股。主力资金对相关标的关注度提升，推动股价持续上行。 板块内个股普遍获得资金青睐，形成联动上涨格局。 新疆火炬主营业务包括化工产品生产销售，在当地具有一定市场地位。洪通燃气从事天然气供应服务， 受益于区域能源需求增长。东方环宇、新疆众和等公司分别在各自领域占据重要位置。 本文源自：金融界 8月12日上午，新疆本地股票再次展现强劲走势。八一钢铁、北新路桥、新疆交建、新疆火炬等个股连 续三个交易日封涨停板。洪通燃气表现更为突出，在六个交易日内实现五次涨停。 东方环宇、新疆众和、国统股份、新疆天业等相关个股同步跟涨。新疆板块整体呈现活跃态势，多只个 股涨幅显著。据悉，这轮上涨行情与新藏铁路项目推进密切相关。 国家企业信用信息公示系统显示，8月7日新藏铁路有 ...