同壁财经讯，企查查数据显示，根据《[佛山禅城奇槎项目施工图设计] 中标结果公示》，深圳市华阳国 际工程设计股份有限公司于2026年1月30日公告中标佛山和茂房地产开发有限公司采购项目，中标金额 为135.15万元。 相关上市公司：华阳国际(002949.SZ) 同壁财经小贴士： 华阳国际（002949.SZ）2024年营业收入为11.67亿元，营业收入增长率为-22.55%，归属母公司净利润 为1.25亿元，归属母公司净利润增长率为-22.33%，净资产收益率为8.09%。 2025年上半年公司营业收入为6.01亿元，营业收入增长率为15.60%，归属母公司净利润为0.35亿元，归 属母公司净利润增长率为-40.93%。 目前公司属于工业行业，主要产品类型为专业咨询服务，2024年报主营构成为公建项目:35.35%;住 宅:32.94%;造价咨询:13.18%;商业综合体:13.13%;全过程咨询:2.6%;其他业务:1.07%;工程总承包:1.01%;数 字文化业务:0.72%。 同壁财经讯，企查查数据显示，根据《[佛山禅城奇槎项目施工图设计] 中标结果公示》，深圳市华阳国 际工程设计股份有限公司于2026 ...

Core Insights - The engineering consulting services sector experienced a rise of 0.71% on January 16, with Tai Chi Industrial leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Sector Performance - Tai Chi Industrial (600667) closed at 9.30, up 8.14%, with a trading volume of 3.33 million shares and a transaction value of 30.51 billion [1] - Other notable gainers included: - Mountain Water Bide (300844) at 43.80, up 7.86% [1] - Huayang International (002949) at 16.25, up 3.44% [1] - The overall trading volume and transaction values for the sector were significant, indicating active market participation [1] Fund Flow Analysis - The engineering consulting services sector saw a net inflow of 574 million from institutional investors, while retail investors experienced a net outflow of 377 million [2][3] - Major stocks with significant net inflows included: - Tai Chi Industrial with a net inflow of 569 million [3] - Huatu Shanding (300492) with a net inflow of 40.60 million [3] - Conversely, stocks like Shenzhen Ruijie (300977) and Jian Design (300668) faced notable net outflows of 6.30% and 4.15% respectively [2]

| 证券代码：002949 | 证券简称：华阳国际 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：128125 | 债券简称：华阳转债 | | 深圳市华阳国际工程设计股份有限公司 2025 年第四季度可转债转股情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： | 证券代码：002949 | | | | | | | 证券简称：华阳国际 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 债券代码：128125 | | | | | | | 债券简称：华阳转债 | | | 转股价格：人民币 | 14.39 | | 元/股 | | | | | | | 转股期限：2021 年 | 2 | 月 5 | 日至 | 2026 | 年 | 7 | 月 | 29 日 | 根据《深圳证券交易所股票上市规则》《深圳证券交易所可转换公司债券交 易实施细则》的有关规定，深圳市华阳国际工程设计股份有限公司（以下简称 "公司"）现将 2025 年第四季度可 ...

Group 1 - The Shanghai Composite Index closed at 3958.00 points, above the annual line, with a change of 0.43% [1] - The total trading volume of A-shares reached 1552.045 billion yuan [1] - A total of 131 A-shares have surpassed the annual line, with notable stocks including Xusheng Group, Chongqing Port, and *ST Zhisheng showing significant deviation rates of 8.27%, 8.15%, and 4.95% respectively [1] Group 2 - Stocks with the highest deviation rates from the annual line include: - Xusheng Group (10.01% increase, 8.74% turnover rate, latest price 15.38 yuan, deviation rate 8.27%) - Chongqing Port (10.02% increase, 2.26% turnover rate, latest price 5.82 yuan, deviation rate 8.15%) - *ST Zhisheng (4.98% increase, 3.86% turnover rate, latest price 11.60 yuan, deviation rate 4.95%) [1] - Other stocks with smaller deviation rates that have just crossed the annual line include Hu塑股份, Hu鑫股份, and Heng申新材 [1]

Market Performance - The engineering consulting services sector increased by 1.21% compared to the previous trading day, with Huayang International leading the gains [1] - The Shanghai Composite Index closed at 3940.95, up 0.53%, while the Shenzhen Component Index closed at 13486.42, up 0.88% [1] Individual Stock Performance - Huayang International (002949) closed at 14.68, up 7.55% with a trading volume of 116,800 shares and a transaction value of 170 million yuan [1] - Jian Design (300668) closed at 22.17, up 6.74% with a trading volume of 68,000 shares and a transaction value of 146 million yuan [1] - Zhibiao Co. (301136) closed at 20.67, up 5.46% with a trading volume of 322,400 shares and a transaction value of 654 million yuan [1] - Other notable performers include Kuan She Co. (603458) up 4.83% and Zhongjie Design (603017) up 2.99% [1] Capital Flow - The engineering consulting services sector saw a net inflow of 163 million yuan from institutional investors, while retail investors experienced a net outflow of 1.72 billion yuan [2][3] - The main stocks with significant net inflows include Zhaobiao Co. (301136) with 52.35 million yuan and Xu Ao Planning (300989) with 51.99 million yuan [3] - Conversely, notable net outflows were observed in stocks like Zhaobiao Co. and Kuan She Co., indicating a shift in investor sentiment [3]

Investment Rating - The report rates the industry as "Overweight" [7] Core Insights - The potential for investment growth in new infrastructure remains significant, with a focus on expanding effective investment space and enhancing private investment vitality [2][3] - Central enterprises are encouraged to identify new growth areas, particularly in renewable energy, aerospace, and low-altitude economy sectors [4] - The government is increasing support for capital in key infrastructure projects, including railways and smart construction initiatives [5] Summary by Relevant Sections Recent Key Reports - The report highlights the importance of strategically expanding investment in new infrastructure and emphasizes the need for a coordinated approach to urbanization and rural revitalization [3][4] Key Company Recommendations - Recommended companies include China Railway, China Communications Construction, and China State Construction, all of which are expected to benefit from high dividend yields and stable growth [8][11] - Specific sectors such as clean rooms, commercial aerospace, and controlled nuclear fusion are highlighted for their growth potential, with recommended stocks including Yaxiang Integration and Shanghai Port [6][10] Macro/Meso/Micro Data - The report indicates a projected increase in broad infrastructure funding by 7.3% in 2025, driven by enhanced fiscal policies and the issuance of special bonds [31][32] - It also notes that the construction industry is experiencing a decline in net profit margins, with a 10% year-on-year decrease in net profit reported [14][15]

Investment Rating - The investment rating for the company is "Accumulate" [2][4]. Core Views - The report indicates a significant decline in net profit attributable to the parent company, which decreased by 36.9% year-on-year for Q1 to Q3 of 2025. The company is actively seeking investment opportunities in new productive forces and hard technology sectors to secure long-term returns [3][4]. - The company has initiated the construction of the AIAgent platform for the construction industry, aiming to provide intelligent solutions for the entire architectural design process [3][6]. Financial Performance Summary - For Q1 to Q3 of 2025, the company's revenue reached 889 million yuan, reflecting a year-on-year growth of 10.1%. However, the net profit attributable to the parent company was 70 million yuan, down 36.9% year-on-year [4]. - The gross profit margin decreased by 3.1 percentage points to 25.9%, while the net profit margin fell by 5.9 percentage points to 7.9% [4]. - The company has adjusted its earnings per share (EPS) forecasts for 2025-2027 to 0.54, 0.61, and 0.64 yuan, representing changes of -15.2%, 12.6%, and 4.7% respectively [4][7]. Investment Opportunities - The company is focusing on expanding its international business along the "Belt and Road" initiative while consolidating its domestic market presence [5]. - It has made investments in Shenzhen's Zhongtou Xinyao No.1 Technology Investment Partnership to leverage resources and advantages in equity investment for long-term returns [5]. Digital Transformation Initiatives - The company is advancing its digital transformation by exploring data value and applying artificial intelligence in architectural design and engineering cost consulting [6]. - The AIAgent platform, which integrates large model technology, aims to reshape the architectural design process and provide intelligent solutions throughout the design workflow [6].

Group 1: Company Overview - The company is Shenzhen Huayang International Engineering Design Co., Ltd., with stock code 002949 and bond code 128125 [1] - The company is actively engaged in investor relations activities, including participation in the 2025 Shenzhen online collective reception day [2] Group 2: Artificial Intelligence Progress - The company is advancing its digital transformation by leveraging artificial intelligence (AI) in architectural design and engineering cost consulting [2] - It has become a certified partner of Baidu PaddlePaddle, enhancing AI application scenarios in smart building development [2] Group 3: Investment Strategy - The company is exploring investment opportunities in hard technology sectors while ensuring stable growth in its core business [2] - The investment in Shenzhen Zhongtou Xinyao No. 1 Technology Investment Partnership aims to secure long-term returns and facilitate business upgrades [2] Group 4: Financial Performance - In the first three quarters, the company experienced revenue growth primarily from its digital culture business, although profits declined due to significant initial investments [2] - The company has approximately 400 million in convertible bonds maturing by June 2026, with sufficient cash reserves to manage redemption [3] Group 5: Business Transformation Plans - The company is considering business transformation opportunities in new productivity and hard technology sectors while maintaining financial health [3]

Core Viewpoint - Shenzhen Huayang International Engineering Design Co., Ltd. will participate in the 2025 Annual Online Collective Reception Day for Investors in the Shenzhen area, aiming to enhance interaction and communication with investors [1][2]. Group 1 - The event will be held online on November 20, 2025, from 14:30 to 17:00, allowing investors to participate via the "Panjing Roadshow" website, WeChat public account, or the Panjing Roadshow APP [1]. - The company's chairman, Mr. Tang Chongwu, along with the board secretary and CFO, Mr. Xu Qingping, will discuss topics such as company performance, governance, development strategy, operational status, financing plans, equity incentives, and sustainable development [2]. - The company emphasizes the accuracy and completeness of the information disclosed, ensuring no false records, misleading statements, or significant omissions [1].

证券代码：002949 证券简称：华阳国际 公告编号：2025-072 债券代码：128125 债券简称：华阳转债 深圳市华阳国际工程设计股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流工作，深圳市华阳国际工程设计股份有限 公司（以下简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、 深圳上市公司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区 上市公司投资者网上集体接待日活动"，现将有关事项公告如下： 届时公司董事长唐崇武先生，董事、董事会秘书、财务总监徐清平先生就公 司业绩、公司治理、发展战略、经营状况、融资计划、股权激励和可持续发展等 投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 深圳市华阳国际工程设计股份有限公司 董事会 2025 年 11 月 17 日 本次活动采取网络远程的方式举行，投资者可以登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全 ...