Core Viewpoint - The company, Beixin Road and Bridge (002307.SZ), has been awarded a contract for a highway construction project in Xinjiang, indicating a significant business opportunity and potential revenue growth for the company [1]. Group 1: Contract Award Details - The company’s subsidiary, Xinjiang Production and Construction Corps Transportation Construction Co., Ltd. (referred to as "Bingtuan Jiaojian"), has formed a joint venture with Xinjiang Xiaohai Water Conservancy Construction and Installation Engineering Co., Ltd. [1] - The joint venture has been selected as the winning bidder for the construction of the highway segment from Tumushuke City to Keping County and Ushi County (first contract section) [1]. - The total contract amount is approximately 284.39 million yuan (¥284,386,780.00) [1].

Core Points - The company Beixin Road and Bridge (002307) announced on August 15 that its subsidiary, Xinjiang Production and Construction Corps Transportation Construction Co., Ltd., has been awarded a contract for the construction of a highway project in Xinjiang [1] - The joint venture with Xinjiang Xiaohai Water Conservancy Construction and Installation Engineering Co., Ltd. was selected as the winning bidder for the first contract section of the Tumushuke City - Keping County - Wushi County highway [1] - The total bid amount for the project is 284 million yuan [1]

Group 1 - The core revenue composition of Beixin Road and Bridge for the year 2024 is as follows: engineering revenue accounts for 91.78%, highway service industry for 5.59%, other industries for 1.56%, equipment leasing for 0.53%, and product sales revenue for 0.19% [1] Group 2 - Beixin Road and Bridge announced on August 15 that its subsidiary, Bingtuan Jiaojian, in partnership with Xinjiang Xiaohai Water Conservancy Construction and Installation Engineering Co., Ltd., has been awarded the contract for the construction of the road segment from Tumushuke to Keping County to Wushi County, with a bid amount of 284,386,780 yuan [3]

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： ...

8月14日沪指下跌0.46%，盘后龙虎榜数据显示，机构现身23只个股龙虎榜，净买入11只，净卖出12 只。深沪股通席位出现在17只个股龙虎榜。 证券时报·数据宝统计显示，8月14日机构专用席位现身23只个股龙虎榜，合计净买入2908.74万元。个股 来看，净买入11只，净卖出12只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是有方科技，该股今日收盘涨停，全天换手率为14.30%，成交额为8.95 亿元。因日收盘价涨幅达20.01%上榜龙虎榜，前五大买卖营业部中有2家机构专用席位，为买一、买 四，合计净买入7631.92万元。资金流向方面，该股全天资金净流入8382.63万元。 创新医疗，今日收盘涨停，全天换手率为25.73%，成交额为26.09亿元。因日涨幅偏离值达11.20%上榜 龙虎榜，前五大买卖营业部中有5家机构专用席位，为买一、买二、买五、卖一、卖三，合计净买入 7235.47万元。资金流向方面，该股全天资金净流入1.30亿元。 南模生物，今日收盘上涨16.20%，全天换手率为5.87%，成交额为2.62亿元。因日收盘价涨幅达16.20% 上榜龙虎榜，前五大买卖营业部中有1家机构专用席位，为 ...

北新路桥今日跌停，全天换手率16.09%，成交额10.66亿元，振幅9.59%。龙虎榜数据显示，机构净卖出 4940.39万元，深股通净卖出1619.53万元，营业部席位合计净买入2334.48万元。 融资融券数据显示，该股最新（8月13日）两融余额为1.97亿元，其中，融资余额为1.96亿元，融券余额 为129.05万元。近5日融资余额合计减少3811.56万元，降幅为16.29%，融券余额合计增加43.64万元，增 幅51.10%。（数据宝） 北新路桥8月14日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | | 中国银河证券股份有限公司北京中关村大街证券营业 | | | | 买一 | 部 | 1899.27 | 446.21 | | 买二 | 国金证券股份有限公司深圳分公司 | 1318.05 | 335.55 | | 买三 | 东方财富证券股份有限公司拉萨东环路第二证券营业 | 1256.95 | 976.68 | | | 部 | | | | 买四 | 深股通专用 | 1100.81 | 2720.3 ...

证券之星消息，8月14日基础建设板块较上一交易日下跌1.25%，北新路桥领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 603952 | 大千生态 | 43.35 | 10.00% | 8.18万 | | 3.46亿 | | 002628 | 成都路桥 | 5.29 | 7.09% | 125.59万 | | 6.70 Z | | 300649 | 杭州元林 | 17.14 | 3.25% | - 10.73万 | | 1.83亿 | | 600039 | 四川路桥 | 8.42 | 0.72% | 63.42万 | | 5.41亿 | | 600853 | 龙建股份 | 3.96 | 0.25% | 36.87万 | | 1.46亿 | | 600820 | 隧道股份 | 6.69 | 0.00% | 47.23万 | | 3.16亿 | | ...

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]

每经AI快讯，8月14日，新疆本地股大面积调整，北新路桥、八一钢铁、洪通燃气触及跌停，新疆交 建、友好集团、东方环宇、青松建化等跟跌。 （文章来源：每日经济新闻） ...

Investment Rating - The investment rating for the construction decoration industry is "Positive" (maintained) [4] Core Viewpoints - The industry is benefiting from a favorable environment characterized by loose liquidity and low interest rates, making high-dividend, low-valuation stocks attractive for investment [4] - The establishment of the Xinjiang-Tibet Railway Company marks a significant step in the construction of the new railway, with a total investment expected to be between 300 billion to 350 billion yuan, primarily in infrastructure [6][13] - The report emphasizes the importance of companies with clear transformation directions and strong growth potential, particularly in sectors like new energy, intelligent manufacturing, and digital construction [4] Summary by Sections Industry Performance - The Shanghai Composite Index rose by 2.11%, the Shenzhen Component Index by 1.25%, and the ChiNext Index by 0.49% during the week, while the construction decoration index increased by 1.75% [24] Major Projects - The Xinjiang-Tibet Railway, with a total length of 1980 kilometers, is set to connect Xinjiang and Tibet, with a registered capital of 95 billion yuan [6][9] - The project is expected to significantly boost the construction sector, with major construction companies like China Railway and China Railway Construction likely to benefit [16][18] Investment Scale - The total investment for the Xinjiang-Tibet Railway is estimated at 300 billion to 350 billion yuan, with over 60% allocated to infrastructure [13][14] - The investment composition includes civil engineering (44%-51%), track (6%-7%), and vehicle procurement (5%-7%) [14] Key Companies to Watch - Major construction firms such as China Railway, China Railway Construction, and Xinjiang Communications Construction are highlighted as key beneficiaries of the new railway project [16][18] - Companies involved in foundational and material supply, such as Zhongyan Dadi for geotechnical engineering and Huaxin Cement for cement supply, are also recommended [19][20][21] Market Review - A total of 125 construction stocks rose during the week, with Shanghai Port (+30.49%) and Beautiful Ecology (+22.75%) leading the gains [24]