（编辑 任世碧） 证券日报网讯 8月11日晚间，新疆交建发布公告称，公司股票于2025年8月8日、8月11日连续两个交易 日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情况。经核实，截至本公告日，公司前 期披露的信息不存在需要更正、补充之处；公司未发现近期公共媒体报道了可能或者已经对公司股票交 易价格产生较大影响的公司未公开的重大信息；近期公司经营情况正常，内外部经营环境未发生重大变 化或预计将要发生重大变化的情形。 ...

新疆交建8月11日披露，截至8月10日公司股东户数为43616户，较上期（7月31日）减少4174户，环比降 幅为8.73%。 7月15日公司发布上半年业绩预告，预计实现净利润2.05亿元至3.05亿元，变动区间为 185.97%~325.47%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，新疆交建收盘价为15.19元，上涨9.99%，本期筹码集中以来股价累 计上涨26.79%。具体到各交易日，7次上涨，其中，涨停3次。 融资融券数据显示，该股最新（8月8日）两融余额为2.33亿元，其中，融资余额为2.33亿元，本期筹码 集中以来融资余额合计减少1058.21万元，降幅为4.35%。 公司发布的一季报数据显示，一季度公司共实现营业收入4.35亿元，同比增长9.18%，实现净利 润-740.64万元，同比增长43.64%，基本每股收益为-0.0100元。 ...

| 证券代码：002941 | 证券简称：新疆交建 | 公告编号：2025-047 | | --- | --- | --- | | 债券代码：128132 | 债券简称：交建转债 | | 新疆交通建设集团股份有限公司 关于股票交易异常波动的公告 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、误导性陈述或重大遗漏。 一、股票交易异常波动情况介绍 新疆交通建设集团股份有限公司（以下简称"公司"）股票于 2025 年 8 月 8 日、8 月 11 日连续两个交易日内收盘价格涨幅偏离值累计超过 20%，根据《深 圳证券交易所交易规则》等有关规定，属于股票交易异常波动情况。 2、公司未发现近期公共媒体报道了可能或者已经对公司股票交易价格产生 较大影响的公司未公开的重大信息。 3、近期公司经营情况正常，内外部经营环境未发生重大变化或预计将要发 生重大变化的情形。 4、经查询，公司及控股股东、实际控制人不存在关于公司的应披露而未披 露的重大事项，也不存在处于筹划阶段的重大事项。 5、股票异动期间，未发生公司控股股东、实际控制人买卖公司股票的行为。 三、是否存在应披露而未披露信息的说明 本公司董事 ...

Market Overview - The Shanghai Composite Index closed at 3653.50 points, up 0.51% [1] - The Shenzhen Component Index closed at 11293.25 points, up 1.48% [1] - The ChiNext Index rose by 1.99% and the Sci-Tech 50 Index increased by 0.88% [1] Stock Performance - Among the tradable A-shares, 4278 stocks rose, accounting for 79.44%, while 943 stocks fell [1] - There were 68 stocks that hit the daily limit up, and 8 stocks hit the limit down [1] - The leading sectors for limit-up stocks included electronics, power equipment, and machinery, with 9, 7, and 7 stocks respectively [1] Notable Stocks - *ST Tianmao and ST Yundong are among the 4 ST stocks that hit the limit up [1] - Stocks with the most consecutive limit-ups include Jishi Media, Shanghai Port Bay, and Sainuo Medical, each with 3 consecutive limit-ups [1] - The stock with the highest limit-up order volume was *ST Tianmao, with 73,470.74 thousand shares, followed by Xinjiang Jiaojian and Beixin Road Bridge [1] Limit-Up Stock Details - Xinjiang Jiaojian: Closing price 15.19, turnover rate 1.06%, limit-up order volume 10,564.58 thousand shares, order amount 1.60 billion [1] - *ST Tianmao: Closing price 1.52, turnover rate 1.18%, limit-up order volume 73,470.74 thousand shares, order amount 1.12 billion [1] - Guosheng Jinkong: Closing price 16.56, turnover rate 10.40%, limit-up order volume 4,496.38 thousand shares, order amount 744.60 million [1] Sector Analysis - The construction decoration sector had significant activity with multiple stocks hitting limit up [1] - The non-bank financial sector also showed strong performance with stocks like *ST Tianmao and Guosheng Jinkong [1] - The electronics and power equipment sectors are highlighted for their robust stock performance [1]

近日，国铁集团新藏铁路有限公司宣告成立，注册资本达950亿人民币。受此消息利好，新疆交建今日 盘中涨停，截至09:35，报15.19元/股，成交5065.71万元，换手率0.52%，总市值98.06亿元。资金流向方 面，主力资金净流入578.13万元，特大单买入2221.54万元，占比43.85%，卖出1247.55万元，占比 24.63%；大单买入0.00元，占比0.00%，卖出395.85万元，占比7.81%。此外，国统股份、天顺股份、北 新路桥、青松建化、八一钢铁涨停，西域旅游、天山股份、西部建设等涨超5%。责任编辑：栎树 ...

Core Viewpoint - The Xinjiang concept stocks are gaining momentum due to concentrated policy benefits and significant infrastructure investments, with Xinjiang's GDP growing by 5.7% year-on-year in the first half of 2025, alongside a 13% increase in fixed asset investment and a 7.5% rise in retail sales, indicating enhanced economic vitality [1] Company Analysis - Xinjiang Communications Construction (Xinjiang Jiao Jian) is a leading player in the transportation infrastructure sector in Xinjiang, showing strong technical performance and bullish market characteristics recently [1] - The stock price has broken through key resistance levels of 12.55 yuan and 12.31 yuan, indicating an upward trend [1] - The stock closed at 13.81 yuan on August 8, above the 60-day moving average, suggesting a strengthening medium-term trend [1] Volume and Trading Activity - On August 8, Xinjiang Jiao Jian's trading volume reached 443 million yuan, a 2.3-fold increase from the previous day, with a turnover rate of 5.06%, marking a three-month high and indicating heightened market interest [2] - The average trading cost of the stock is 11.83 yuan, with a strong concentration of shares in the 13.00-13.50 yuan range, providing short-term support [2] Technical Indicators - The MACD shows a bullish pattern with the DIF at 0.80 and DEA at 0.57, indicating strong upward momentum [2] - The 14-day RSI is approximately 79.7, indicating an overbought condition, which may lead to potential pullback pressure [3] - The KDJ indicator shows K at 80.22, D at 66.87, and J at 106.92, also indicating an overbought state, suggesting that while upward momentum is strong, a correction may be imminent [3] Market Context - The surge in Xinjiang concept stocks is attributed to a combination of policy dividends, economic recovery, and geopolitical changes, with long-term investment value dependent on the progress of the "Belt and Road" initiative and local industrial upgrades [3]

Group 1 - The core viewpoint of the article highlights the active performance of local stocks in Xinjiang, with several companies reaching their daily price limit [1] - Notable stocks that experienced a surge include Xinjiang Jiaojian, Guotong Co., Tiensheng Co., Beixin Road and Bridge, Qingsong Jianhua, and Bayi Steel, all hitting the daily limit [1] - Other companies such as Xiyu Tourism, Tianshan Co., and Western Construction saw their stock prices increase by over 5% [1] Group 2 - The establishment of the Xinjiang Railway Group, with a registered capital of 95 billion RMB, is a significant development in the region [1]

A股开盘，三大指数集体高开，上证指数涨0.05%。深证成指涨0.27%，创业板指涨0.13%。盘面上，锂 矿股全线上涨，永杉锂业涨停，天齐锂业涨超9%，宁德时代枧下窝采矿端确定停产，且短期内没有复 产计划；基础建设板块盘初拉升，北新路桥、新疆交建涨停；房地产板块活跃，万通发展涨停，首开股 份涨超5%，北京近日放开五环外住房限购，周末看房量大涨；现货黄金早盘跌破3370美元，黄金股集 体走低，赤峰黄金、西部黄金跌超3%。(格隆汇) ...

Investment Rating - The report maintains a "Buy" rating for key companies in the construction and infrastructure sector, particularly those benefiting from the Xinjiang transportation infrastructure projects [9][26]. Core Viewpoints - The establishment of the Xinjiang-Tibet Railway Company, with a registered capital of 95 billion RMB, is expected to catalyze significant investment opportunities in the Xinjiang transportation infrastructure sector [1][12]. - The Xinjiang region is anticipated to receive increased policy support and major project investments, particularly in transportation infrastructure, due to its strategic importance to national energy security and ethnic unity [17][12]. - The report emphasizes the potential for substantial returns from leading construction companies such as China Railway, China Railway Construction, and China Communications Construction, as well as local firms like Xinjiang Communications Construction and Beixin Road and Bridge [1][8]. Summary by Sections Industry Investment Rating - The report recommends a "Buy" rating for major construction companies involved in Xinjiang's infrastructure projects, highlighting their strong market positions and expected growth [9][26]. Key Beneficiaries - Major construction central enterprises such as China Railway, China Railway Construction, and China Communications Construction are identified as primary beneficiaries of the Xinjiang infrastructure projects [18][24]. - Local companies like Xinjiang Communications Construction and Beixin Road and Bridge are also highlighted for their significant roles in regional infrastructure development [21][22]. Project Details - The Xinjiang-Tibet Railway, approximately 2010 kilometers long, is projected to require an investment of 96 billion RMB, with construction expected to commence in 2025 [1][12]. - The report outlines the timeline for project milestones, including geological surveys and construction start dates, indicating a structured approach to project execution [13][17]. Financial Metrics - Key financial metrics for recommended companies include projected earnings per share (EPS) and price-to-earnings (PE) ratios, with China Railway and China Railway Construction showing favorable valuations [27][28]. - The report provides detailed financial forecasts for these companies, indicating strong potential for growth and returns on investment [9][26].

Company Overview - Xinjiang Tibet Railway Co., Ltd. has been established with a registered capital of 95 billion RMB, focusing on various services including construction, railway transportation, and real estate development [1][2] - The company is wholly owned by China National Railway Group Co., Ltd. [3] Industry Context - The new railway line will connect Hotan in Xinjiang to Lhasa in Tibet, marking it as the third strategic passage into Tibet after the Qinghai-Tibet Railway and Sichuan-Tibet Railway [3] - The project is part of a broader initiative that includes 45 major projects aimed at enhancing transportation infrastructure in China, with construction expected to commence within the year [3] Market Reaction - Following the announcement of the new railway project, local stocks in Xinjiang experienced significant gains, with multiple companies reaching their daily price limits [4][5] - Notable stocks include Bayi Steel, Tianshan Shares, and Xinjiang Jiaojian, all showing increases of around 10% [5]