| https://www.cninfo.com.cn/new/disclosure/detail?stockCode=002799&announcementId=122436 | 002799 | 环球印务 | 8350&orgId=9900023953&announcementTime=2025 | -08-04 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=002793&announcementId=122435 | | | --- | --- | --- | --- | --- | --- | --- | | 002793 | 罗欣药业 | 4636&orgId=9900026645&announcementTime=2025 | -08-01 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=002775&announcementId=122436 | 002775 | 文科股份 | | 8191&orgId=9900023734&announcementT ...

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 ...

东 兴 晨 报 1. 商务部：我国消费结构将加快从商品消费主导向服务消费主导转变。数 据显示，2020 年至 2024 年，我国服务消费保持了较快增长，居民人均服 务性消费支出年均增长 9.6%。2024 年，居民人均服务性消费支出占居民人 均消费支出的比重达 46.1%，对居民消费支出增长贡献率达 63%。随着居 民收入水平的提升，我国消费结构将加快从商品消费主导向服务消费主导 转变，服务消费潜力将加速释放。（资料来源：同花顺） 2. 财政部："双贴息"政策期限一年，到期后将视情况研究是否延长。贴 息对象为居民使用相关贷款经办机构个人消费贷款中实际用于消费的部 分，包括单笔 5 万元以下的日常消费，以及单笔 5 万元及以上的家用汽车、 养老生育、教育培训、文化旅游、家居家装、电子产品和健康医疗等重点 领域消费。贴息比例为 1 个百分点，大体为当前商业银行个人消费贷款利 率水平的三分之一，政策实施 1 年。从消费结构看，目前我国服务消费仍 具有较大增长潜力，要释放其潜力，需要有高品质的供给，因此同步实施 了服务业经营主体贷款贴息政策，贴息对象是向消费领域服务业消费经营 主体发放的银行贷款，聚焦餐饮住宿、健康、 ...

Core Viewpoint - The establishment of the Xinjiang-Tibet Railway Co., Ltd. has stimulated a surge in local stocks in Xinjiang, with several companies experiencing consecutive trading limits. Group 1: Company Performance and Announcements - Xinjiang Jiaojian (SZ002941) announced that its operational situation remains normal and there are no significant changes expected in the internal or external business environment [1] - On August 12, Xinjiang Jiaojian confirmed it is not currently involved in the Xinjiang-Tibet Railway construction project [1][3] - Other local stocks such as Xinjiang Torch (SH603080), Beixin Road and Bridge (SZ002307), and Bayi Steel (SH600581) also issued announcements regarding their operational status due to consecutive trading limits [1] Group 2: Company Background and Business Model - Xinjiang Jiaojian is one of the largest transportation infrastructure companies in Xinjiang, listed on the Shenzhen Stock Exchange since November 2018 [2] - The company’s main business segments include construction and trade, accounting for 95.64% and 2.15% of total revenue, respectively [2] - Xinjiang Jiaojian operates under two main business models: single project contracting and investment financing construction, utilizing public-private partnerships (PPP) [2] Group 3: Recent Developments and Market Impact - Xinjiang Jiaojian has previously participated in railway project construction, having invested 102 million yuan to acquire a 51% stake in Xinjiang Xinbai Railway Investment Co., Ltd. [2] - The establishment of Xinjiang-Tibet Railway Co., Ltd. on August 7, with a registered capital of 95 billion yuan, is seen as a continuation of central government investment in major projects, with total project investment expected to reach 400 billion yuan [4][5] - The expected investment breakdown includes 240 billion yuan for civil engineering and 40 billion yuan for equipment [5]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-12 | 002941 | 新疆交建 | 16.71 | 55.00 | 919.05 | 国融证券股份有限 | 国融证券股份有限 | | | | | | | | 公司赤峰临潢大街 | 公司青岛分公司 | | | | | | | | 证券营业部 | | 8月12日，新疆交建大宗交易成交55万股，成交额919.05万元，占当日总成交额的6.63%，成交价16.71元，较市场收盘价 16.71元持平。 ...

（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。 ...

格隆汇8月12日丨新疆交建(002941.SZ)在互动平台表示，公司目前暂未参与新藏铁路建设项目，公司将 密切关注新藏铁路建设项目进展情况，持续进行市场跟踪积极并寻求参与建设机会，助力国家重大工程 建设。 ...

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 ...

每经AI快讯，8月12日，市场焦点股长城军工（8天6板）高开3.73%，机器人概念股北纬科技（6天5 板）高开8.07%，商业航天概念股航天科技（5天4板）竞价涨停、上海港湾（3板）低开0.84%，PEEK 概念股中欣氟材（5天4板）高开4.13%，影视股吉视传媒（6天4板）高开2.36%，医疗器械板块赛诺医 疗（科创板3板）高开6.77%，芯片产业链的洪田股份（4天3板）高开6.49%、海立股份（4天3板）低开 0.96%，新疆本地股北新路桥（2板）高开10.06%、新疆交建（2板）竞价涨停。 （文章来源：每日经济新闻） ...