Group 1 - The core point of the article is that Runjian Co., Ltd. has been selected as a candidate for a procurement project by China Unicom for comprehensive maintenance services in Guangxi from 2025 to 2028, with a total bid scale of 111.0986 million yuan (including tax) [1] Group 2 - The procurement project was publicly announced on the China Unicom procurement and bidding website [1] - The total service period for the project is from 2025 to 2028 [1] - The bid amount reflects a significant opportunity for Runjian Co., Ltd. in the telecommunications maintenance sector [1]

Core Viewpoint - Runjian Co., Ltd. has been selected as a candidate for a procurement project by China Unicom, with a total bid scale of 111 million yuan (including tax) for comprehensive maintenance services from 2025 to 2028 [1] Group 1 - The project is currently in the candidate announcement period, and there is uncertainty regarding whether the company will receive the official notification and sign the formal contract [1]

Group 1 - The company has been selected as a candidate for the comprehensive maintenance service procurement project for China Unicom's Guangxi branch from 2025 to 2028, with a total bid scale of 111 million yuan (including tax) [1] - The project is currently in the candidate announcement period, and there is uncertainty regarding whether the company will receive the "Notice of Winning Bid" and ultimately sign a formal contract [1]

证券代码：002929 证券简称：润建股份 公告编号：2025-056 润建股份有限公司 1、上述项目目前尚处于中标候选人公示期，公司能否取得《中标通知书》 并最终签署正式合同，存在一定的不确定性。 2、本项目最终中标金额以正式签署的合同为准，可能存在最后金额总量不 及预估的情形，公司将根据实际进展情况及时履行信息披露义务，敬请广大投资 者注意投资风险。 近日，中国联通采购与招标网（http://www.chinaunicombidding.cn/）发布了 《2025-2028年中国联通广西分公司综合代维服务采购公开招标项目》，润建股 份有限公司（以下简称"公司"）为上述项目中标候选人，整个服务周期中标规 模合计11,109.86万元（含税）。现对相关情况公告如下： 一、中标项目的基本情况 1、项目名称：2025-2028年中国联通广西分公司综合代维服务采购公开招标 项目 2、项目服务内容：采购综合代维服务。 3、服务年度：2025年至2028年 4、中标规模合计：11,109.86万元（含税） 关于中标候选人公示的提示性公告 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 ...

Core Viewpoint - Runjian Co., Ltd. has been selected as a candidate for the procurement project of comprehensive maintenance services by China Unicom's Guangxi branch for the period of 2025-2028, with a total bid scale of 111 million yuan (including tax) [1] Group 1 - The project is currently in the candidate public announcement period, and there is uncertainty regarding whether the company will receive the "Notice of Winning Bid" and ultimately sign a formal contract [1] - The final bid amount will be determined by the officially signed contract, and there may be a possibility that the final total amount is less than the estimated figure [1]

Market Overview - The Shanghai Composite Index fell by 0.12% on September 12, with 9 out of 28 sectors experiencing gains, led by non-ferrous metals and real estate, which rose by 1.96% and 1.51% respectively [1] - The communication sector had the largest decline, dropping by 2.13%, followed by the comprehensive sector with a decrease of 1.95% [1] Capital Flow Analysis - The net outflow of capital from the two markets reached 53.64 billion yuan, with 6 sectors seeing net inflows [1] - The non-ferrous metals sector led the net inflow with 2.168 billion yuan, while the construction and decoration sector followed with a net inflow of 721 million yuan [1] - The non-bank financial sector experienced the largest net outflow, totaling 8.138 billion yuan, followed by the electronics sector with a net outflow of 7.517 billion yuan [1] Communication Sector Performance - The communication sector saw a net outflow of 6.087 billion yuan, with 125 stocks in the sector; 50 stocks rose, including 4 that hit the daily limit, while 73 stocks fell, including 1 that hit the lower limit [2] - The top three stocks with the highest net inflow in the communication sector were Runjian Co., with 404 million yuan, followed by TeFa Information and Cambridge Technology, with 320 million yuan and 301 million yuan respectively [2] - The stocks with the largest net outflow included Xinyi Sheng, Tianfu Communication, and Changxin Bochuang, with outflows of 1.225 billion yuan, 599 million yuan, and 582 million yuan respectively [2][4]

Market Overview - The Shanghai Composite Index closed at 3870.60 points, slightly above the six-month moving average, with a change of -0.12% [1] - The total trading volume of A-shares reached 25,483.12 billion yuan [1] Stocks Breaking the Six-Month Line - A total of 50 A-shares have surpassed the six-month moving average today, with notable stocks including Shanghai Construction, Yihualu, and Runjian Shares, showing divergence rates of 9.89%, 9.08%, and 9.07% respectively [1] - Stocks with smaller divergence rates that just crossed the six-month line include Zhuhai Port, Zhongzhou Special Materials, and Nanjing Chemical Fiber [1] Top Performers - Shanghai Construction (600170) saw a price increase of 9.96% with a turnover rate of 6.20% and a divergence rate of 9.89% [1] - Yihualu (300212) increased by 10.90% with a turnover rate of 12.71% and a divergence rate of 9.08% [1] - Runjian Shares (002929) rose by 9.99% with a turnover rate of 10.76% and a divergence rate of 9.07% [1] Additional Notable Stocks - Other significant gainers include Huafu Times (600169) with a 10.08% increase and a divergence rate of 7.82%, and Shang (002042) with a 10.06% increase and a divergence rate of 7.70% [1] - The stock of Fule New Materials (605488) rose by 10.01% with a divergence rate of 6.93% [1] Stocks with Lower Divergence Rates - Stocks like Zhonghuan Hailu (301040) and Baitong Energy (001376) showed increases of 1.91% and 1.55% respectively, with divergence rates of 1.09% and 1.00% [2] - Longyuan Construction (600491) increased by 1.91% with a divergence rate of 0.97% [2]

Core Viewpoint - Recently, Guangzhou Wantao New Energy Technology Co., Ltd. was established, focusing on the rental business of charging control equipment, indicating a strategic expansion in the new energy vehicle sector by Runjian Co., Ltd. [1] Company Summary - Guangzhou Wantao New Energy Technology Co., Ltd. is wholly owned by Runjian Co., Ltd. through its subsidiary, Guangzhou Luoli Energy Technology Co., Ltd. [1] - The new company's business scope includes sales of new energy vehicle electrical accessories, production testing equipment for new energy vehicles, sales of charging piles, rental of charging control equipment, and centralized fast charging stations [1]

Group 1 - The Guozheng Communication Index decreased by 1.94% as of September 12, 2025, with mixed performance among constituent stocks, led by Jinxin Technology with a rise of 15.21% [1] - The Communication ETF (159695) experienced a weekly increase of 11.88% as of September 11, 2025, ranking first among comparable funds [1][3] - The Communication ETF's latest scale reached 297 million yuan, marking a one-year high and also ranking first among comparable funds [3] Group 2 - The 26th China International Optoelectronic Expo took place from September 10 to 12, 2025, featuring over 3,800 global optoelectronic companies and focusing on key areas such as information communication and laser technology [4] - The communication industry showed positive growth in the first half of the year, with revenue and profit growth rates rebounding, particularly in the optical components and modules sector [4] - The top ten weighted stocks in the Guozheng Communication Index accounted for 64.43% of the index, with notable companies including Zhongji Xuchuang and ZTE [5][7]

Market Overview - A-shares experienced slight fluctuations in early trading, with the Shanghai Composite Index reaching a nearly 10-year high and the Shenzhen Component Index touching 13,000 points for the first time in three years [1] - The market showed a mild increase in trading volume, with sectors such as electric motor manufacturing, industrial metals, cultivated diamonds, and communication engineering leading the gains, while glass fiber, agricultural product processing, gaming, and medical beauty sectors saw declines [1] Robotics Sector - The robotics industry chain saw a strong performance, with the sector index rising over 4% to reach a historical high, led by electric motor manufacturing [2] - Notable stocks such as Dayang Electric and Wolong Electric achieved strong gains, with several companies like Zhaowei Electromechanical and Fangzheng Electric also performing well [2] - Human-shaped robots, reducers, and Tesla-related concepts also reached historical highs, with companies like Runjian Co., Xingsen Technology, and Bai Li Technology seeing significant increases [5] Human-shaped Robots - The Ministry of Industry and Information Technology announced that China has developed a complete manufacturing capability for human-shaped robots, with sales expected to exceed 10,000 units this year, representing a 125% year-on-year increase and accounting for about 50% of the global market [7] - Companies like Zhiyuan and UBTECH have secured orders for embodied human-shaped intelligent robots, while Yushu Technology is preparing for an IPO [7] - Morgan Stanley predicts that by 2030, China will have 252,000 human-shaped robots, increasing to 300 million by 2050, with a market growth rate of 63% annually [7] - Huolong Securities suggests that the human-shaped robot sector is entering a golden cycle of "technological breakthroughs → mass production cost reduction → scenario penetration," making it a core investment theme [7] Evergrande Property - Evergrande Property resumed trading after a brief suspension, surging over 40% at one point and closing with a gain of over 30%, with trading volume increasing from 31.28 million HKD to over 600 million HKD [8][10] - The Hang Seng Property Services Management Index also opened significantly higher, with several property service stocks following suit [10] - Evergrande Property announced that it is in preliminary discussions for potential share sales, with a projected revenue of approximately 6.647 billion CNY for the first half of 2025, a year-on-year increase of about 6.9% [13]