从资金流向上来看，当日基础建设板块主力资金净流入1.13亿元，游资资金净流出2.35亿元，散户资金净 流入1.22亿元。基础建设板块个股资金流向见下表： 证券之星消息，9月29日基础建设板块较上一交易日上涨0.4%，冠中生态领涨。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。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) | | --- | --- | --- | --- | --- | --- | | 300948 | 冠中生态 | 13.44 | 20.00% | 1.79万 | 2410.60万 | | 002941 | 新疆交建 | 16.30 | 7.73% | 106.00万 | 17.25 Z | | 603843 | *STIE平 | 5.17 | 5.08% | ● 2.66万 | 1373.84万 | | 002586 | *ST围海 | 66'3 | 5.00% | 17.86万 | 6998.47万 | | 603388 | *ST元成 | 1.89 | 5.00% | 1 ...

新疆板块异动拉升，新疆交建触及涨停，天富能源、北新路桥涨超5%，新疆火炬、西域旅游跟涨。 ...

数据显示，华夏基金旗下1只基金位居新疆交建十大流通股东。华夏中证1000ETF（159845）二季度新 进十大流通股东，持有股数176.01万股，占流通股的比例为0.27%。根据测算，今日浮亏损失约142.57 万元。 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模382.27亿。今年以来收益27.75%，同 类排名1964/4220；近一年收益63.89%，同类排名1326/3820；成立以来收益28.53%。 9月25日，新疆交建跌5.02%，截至发稿，报15.34元/股，成交8.48亿元，换手率7.55%，总市值110.43亿 元。 资料显示，新疆交通建设集团股份有限公司位于新疆乌鲁木齐市高新技术产业开发区(新市区)乌昌路辅 道840号，成立日期1999年1月27日，上市日期2018年11月28日，公司主营业务涉及公路、桥梁、隧道、 市政工程等基础设施的施工、勘察设计与试验检测,以及路桥工程施工主材料的贸易业务。主营业务收 入构成为：施工业97.29%，贸易1.69%，检测及车辆通行等0.52%，租赁、运输及其他0.50%。 从新疆交建十大流通股东角度 华夏中证1000ET ...

Market Overview - On September 24, the infrastructure sector experienced a slight decline of 0.03%, with Xinjiang Communications Construction leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Notable gainers in the infrastructure sector included: - Chengbang Co., Ltd. (603316) with a closing price of 13.92, up 10.04% and a trading volume of 275,000 shares, totaling a transaction value of 366 million yuan [1] - Jiaojian Co., Ltd. (603815) closed at 12.60, up 7.14% with a transaction value of 312 million yuan [1] - ST Huawang (603007) closed at 5.70, up 4.97% with a transaction value of 156 million yuan [1] - Conversely, Xinjiang Communications Construction (002941) saw a significant decline of 7.18%, closing at 16.15 with a trading volume of 1,038,100 shares and a transaction value of 1.679 billion yuan [2] Capital Flow Analysis - The infrastructure sector experienced a net outflow of 161 million yuan from institutional investors, while retail investors saw a net inflow of 76.34 million yuan [2] - Key stocks with notable capital flows included: - Pudong Construction (600284) with a net inflow of 25.82 million yuan from institutional investors [3] - Oriental Garden (002310) had a net inflow of 21.25 million yuan from institutional investors [3] - Zhejiang Communications Technology (002061) recorded a net inflow of 19.09 million yuan from institutional investors [3]

Group 1 - Juhua Technology has been recommended as a candidate for winning a bid in the National Grid's procurement, with an expected total bid amount of approximately 142 million yuan [1] - Tengyuan Cobalt Industry received a commitment letter from its controlling shareholders not to reduce their holdings in the company's shares for 12 months starting from September 22, 2025 [1] - Xinjiang Jiaojian's convertible bonds will stop conversion and be redeemed after the market closes on September 22, 2025, with remaining bonds being forcibly redeemed at a price of 100.044 yuan per bond, potentially leading to losses for investors [1]

| 证券代码：002941 | 证券简称：新疆交建 | 公告编号：2025-085 | | --- | --- | --- | | 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"交建转债"即将停止转股暨赎回前最后半个交易日的重要提示性公告 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、误导性陈述或重大遗漏。 重要内容提示： 1、最后转股日：2025 年 9 月 22 日 截至本公告披露时，距离"交建转债"停止转股并赎回仅剩最后半个交易日 （即 2025 年 9 月 22 日下午交易时段），2025 年 9 月 22 日收市后，未转股的"交 建转债"将停止转股，剩余可转债将按照 100.044 元/张的价格被强制赎回。若被 强制赎回，投资者可能面临损失。 2、如投资者未及时转股，可能面临损失。敬请投资者仔细阅读本公告内容， 并关注相关风险。 特别提示： | 证券代码：002941 | 证券简称：新疆交建 | | --- | --- | | 债券代码：128132 | 债券简称：交建转债 | 转股价格：10.00 元/股 转股期限：2021 ...

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Xinjiang Communications Construction Group Co., Ltd. (Xinjiang Jiao Jian) [1][2] - As of September 22, the stock price of Xinjiang Jiao Jian was 16.57 yuan per share, with a market capitalization of 11.929 billion yuan and a trading volume of 483 million yuan [1] - Year-to-date, Xinjiang Jiao Jian's stock price has increased by 50.36%, with a recent decline of 0.90% over the last five trading days [1] Group 2 - Xinjiang Jiao Jian was established on January 27, 1999, and listed on November 28, 2018, focusing on infrastructure construction, including roads, bridges, tunnels, and municipal engineering [2] - The company's revenue composition is primarily from construction (97.29%), followed by trade (1.69%), testing and vehicle passage (0.52%), and leasing and transportation (0.50%) [2] - As of August 29, the number of shareholders increased to 81,400, with an average of 8,550 circulating shares per person [2] Group 3 - Xinjiang Jiao Jian has distributed a total of 4.87 billion yuan in dividends since its A-share listing, with 2.65 billion yuan distributed in the last three years [3] - As of June 30, 2025, major shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with increases in their holdings [3]

Investment Rating - The industry rating is maintained at "Outperform the Market" [7] Core Viewpoints - The construction sector in Xinjiang is expected to benefit from policy catalysts as the region celebrates its 70th anniversary in 2025, with significant infrastructure investments projected [2][15] - The construction sector outperformed the broader market, with a weekly increase of 0.21% compared to a 0.91% decline in the CSI 300 index [6][15] - The focus on major transportation infrastructure projects, particularly the New Tibet Railway, is anticipated to drive investment growth in Xinjiang [20][21] Summary by Sections Investment Opportunities in Xinjiang - The fixed asset investment growth in Xinjiang for the first eight months of 2025 is 9.1%, surpassing the national average by 0.5% [2][15] - Major projects in transportation infrastructure, such as the New Tibet Railway, are set to commence, with a planned increase in public road investment exceeding 10% in 2025 [3][23] Coal Chemical Industry - The total planned investment for coal chemical projects nationwide is estimated at 1,032.9 billion, with Xinjiang accounting for 491.64 billion [4][32] - The average annual investment in coal chemical projects from 2025 to 2029 is projected to be 206.58 billion, a 220.6% increase compared to the average from 2021 to 2023 [4][33] Cement and Construction Materials - The cement shipment rate has shown a slight recovery, reaching 48.33%, indicating a positive trend in construction activity [5][35] - The issuance of special bonds remains robust, with a cumulative issuance of 3,264.137 million in the first eight months of 2025, reflecting a year-on-year increase of 26.9% [5][35]

Core Viewpoint - The company announces the early redemption of its convertible bond "交建转债" and highlights the importance of timely conversion before the final conversion date [1][2][5] Group 1: Redemption Details - The last conversion date for "交建转债" is September 22, 2025, after which unconverted bonds will be redeemed [2][5] - The redemption price is set at 100.044 CNY per bond, including accrued interest at an annual rate of 2.00% [3][17] - The redemption conditions were met on August 28, 2025, allowing the company to exercise its right for early redemption [12][5] Group 2: Bond Issuance and Trading - The company issued 8.50 billion CNY worth of convertible bonds on September 15, 2020, with a face value of 100 CNY per bond [5][6] - "交建转债" was listed on the Shenzhen Stock Exchange on October 16, 2020 [6] - The initial conversion price was set at 18.57 CNY per share, which has been adjusted multiple times, with the latest adjustment bringing it to 10.00 CNY per share as of June 25, 2025 [7][9] Group 3: Conversion and Trading Restrictions - The bond will stop trading on September 18, 2025, and conversion will cease on September 23, 2025 [4][22] - Investors are advised to convert their bonds before the final conversion date to avoid forced redemption [5][26] - The company will publish redemption notices daily leading up to the redemption date [21][22]

Group 1 - The company has acquired patents and construction methods related to girder frame welding robots [2] - This technology has been successfully applied in multiple projects by the company [2]