2026年1月30日，北京中岩大地科技股份有限公司（以下简称"公司"）发 布了《关于公司收到中标通知书的公告》（公告编号：2026-007），公司收到 由中能建西北城市建设有限公司（以下简称"招标人"）发出的《中标通知书》 ，确定公司为核电分公司江苏徐圩项目桩基工程标段中标人，中标项目主要内 容详见公告。 二、项目进展情况 自中标以来，公司高度重视本项目推进工作，积极筹备进场及合同签订相 关事宜。在后续与招标人对接过程中，因项目实施方案发生调整，导致核心商 务条款及成本测算基础发生重大变更，项目实施条件与原投标阶段存在显著差 异。为有效防范经营风险，维护公司及全体股东的合法权益，经公司审慎研究 论证，决定放弃本项目中标资格。 三、对公司的影响 1、本项目尚处于中标后谈判阶段，未正式签订合同，对公司不构成损失。 证券代码：003001 证券简称：中岩大地 公告编号：2026-008 北京中岩大地科技股份有限公司 关于收到中标通知书的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、项目情况介绍 2、敬请广大投资者谨慎决策，注意投资风险。 特此公告。 ...

Core Viewpoint - On February 23, a total of 34 listed companies had their restricted shares unlocked, with a total market value of approximately 19.007 billion yuan [1] Group 1: Restricted Share Unlocking Details - Luzhou Laojiao (000568) had 2.0425 million shares unlocked under equity incentive restrictions - AVIC Xi'an Aircraft Industry (000768) had 4.3606 million shares unlocked under equity incentive restrictions - Hubei Energy (000883) had 19.2779 million shares unlocked under equity incentive restrictions - Jining Pharmaceutical (000919) had 1.92 million shares unlocked under equity incentive restrictions - Guangji Pharmaceutical (000952) had 2.5209 million shares unlocked under equity incentive restrictions - China Software (600536) had 57,200 shares unlocked under equity incentive restrictions - Xinhua Medical (600587) had 1.7845 million shares unlocked under equity incentive restrictions - Baoxin Software (600845) had 10.2578 million shares unlocked under equity incentive restrictions - China Railway (601390) had 55.9338 million shares unlocked under equity incentive restrictions - China Communications Construction (601800) had 5.593 million shares unlocked under equity incentive restrictions - StarNet Ruijie (002396) had 2.8342 million shares unlocked under equity incentive restrictions - Lopuskin (002333) had 22.3212 million shares unlocked under A-share issuance to legal persons - Wanbangda (300055) had 33.6538 million shares unlocked under A-share issuance to legal persons - Hangyang Co., Ltd. (002430) had 5.2049 million shares unlocked under equity incentive restrictions - Taijia Co., Ltd. (002843) had 949,600 shares unlocked under equity incentive restrictions - Nanda Optoelectronics (300346) had 130,000 shares unlocked under equity incentive restrictions - Anhui Natural Gas (603689) had 2.5064 million shares unlocked under equity incentive restrictions - Zhongyan Dadi (003001) had 97,200 shares unlocked under equity incentive restrictions - Yuanxiang New Materials (301300) had 30.2983 million shares unlocked with extended lock-up period - Yidao Information (001314) had 88.6187 million shares unlocked under pre-issuance restrictions - Tongda Electric (603390) had 579,500 shares unlocked under equity incentive restrictions - Yangzhou Jinqiao (603307) had 50 million shares unlocked under pre-issuance restrictions - Aili Home (603221) had 2.29 million shares unlocked under equity incentive restrictions - Zhili Fang (301312) had 333,900 shares unlocked under equity incentive restrictions - Kuntai Co., Ltd. (001260) had 83.25 million shares unlocked under pre-issuance restrictions - Entropy Technology (301330) had 92.5223 million shares unlocked with extended lock-up period - Yatong Precision (603190) had 596,100 shares unlocked under pre-issuance restrictions - Sanwang Communication (688618) had 87,400 shares unlocked - Longxun Co., Ltd. (688486) had 30.6312 million shares unlocked - Dize Pharmaceutical (688192) had 991,100 shares unlocked - Haohan Depth (688292) had 57.5177 million shares unlocked - Haizheng Biomaterials (688203) had 78.5601 million shares unlocked - Diaomicro (688381) had 55.9536 million shares unlocked - Zhongrun Optics (688307) had 29.8507 million shares unlocked [1]

Market Performance - The A-share market experienced a strong rally from February 2025 to February 2026, with the Shanghai Composite Index rising from around 3200 points to over 4000 points, a cumulative increase of 25.58% [1] - The Shenzhen Component Index saw an impressive rise from approximately 11000 points to over 15000 points, achieving a growth of 38.84% [1] - The ChiNext Index surged from 2200 to 3500 points, marking a nearly 59% increase, while the Sci-Tech Innovation 50 Index rose over 64% [1] Stock Performance - Out of 5484 stocks in the market, 4788 stocks recorded gains, resulting in an upward ratio exceeding 87% [2] - A total of 869 stocks doubled in price, with over 100 stocks experiencing price increases between 2x to 20x [2] Investor Sentiment - Investors were seen celebrating their profits, sharing screenshots of earnings on social media, and queues formed at brokerage offices for new account openings [3] Declining Stocks - Despite the overall market rally, over 700 stocks declined, with the top 10 decliners experiencing significant drops, some nearly halving in value, and the smallest decline being 42% [4] - Specific companies like Huaxing Chuangye saw their stock price plummet from a high of 15.88 yuan to 6.18 yuan, a drop of 63%, with projected losses for 2024 and 2025 [5] - Shijin Technology's stock fell from 39.63 yuan to 14.90 yuan, a decline of 62.5%, with significant losses anticipated for 2025 due to overcapacity in the photovoltaic industry [7][8] - Other companies like Kang Le Wei Shi and Zhong Bai Group also faced severe declines, with stock prices dropping 60% and 55% respectively, alongside continuous losses and operational challenges [9][10] Industry Challenges - The photovoltaic industry is experiencing a downturn, with significant price drops in components and overcapacity issues affecting companies like Shijin Technology and Zhongxin Bo [31][32] - Traditional retail, represented by Zhong Bai Group, is struggling with declining foot traffic and profitability due to the rise of e-commerce and changing consumer habits [30] - The agricultural sector, particularly in pig farming, is facing challenges with prices below production costs, leading to substantial losses for companies like Longda Meishi [30] Conclusion - The market rally has been accompanied by significant disparities in stock performance, with many companies facing severe operational and financial challenges despite the overall positive market sentiment [33][34]

Core Viewpoint - The company is experiencing a significant decline in net profit for 2025, but it is maintaining a steady increase in new orders and has a robust order backlog, while also advancing strategic collaborations in the nuclear power sector [1][2]. Financial Performance - The company forecasts a net profit attributable to shareholders for 2025 to be between 10 million and 15 million yuan, representing a year-on-year decline of 75.97% to 83.98% [2]. - The decline in performance is primarily due to extended project lead times, increased costs, and asset impairment provisions [2]. Order and Project Status - In Q4 2025, the company secured new orders amounting to 483 million yuan, with total new orders for the year reaching approximately 1.062 billion yuan, showing a steady increase compared to 2024 [3]. - As of the end of 2025, the company has signed but uncompleted orders totaling 809 million yuan, indicating a strong order reserve mainly in geotechnical engineering, covering nuclear power and water conservancy sectors [3]. Contract Developments - In January 2026, the company won a bid for the foundation engineering of the Jiangsu Xuwei Nuclear Energy Heating Power Plant, valued at approximately 93.25 million yuan, although a formal contract has yet to be signed [4]. - The Zhejiang Jin Qimen Nuclear Power Project has a contract value of 159 million yuan, with 72.59% of the work completed by the end of 2025, expected to be finished in 2026, which may impact future performance [4]. Corporate Structure and Governance - The board of directors approved a capital reduction plan for its subsidiary, Tianjin Zhongyan Material Technology Co., Ltd., reducing its registered capital from 50 million yuan to 28.48 million yuan, increasing the company's ownership stake to 85.67% [5]. Strategic Initiatives - The company continues to deepen its engagement in the nuclear power sector, collaborating with enterprises like China General Nuclear Power Group, and is also exploring emerging areas such as controllable nuclear fusion [6]. - In 2025, the company signed an agreement with Jingtai Technology for AI-enabled material development, aimed at promoting the intelligent upgrade of geotechnical engineering [6].

Group 1 - The company held its fourth board meeting on January 28, 2026, with all seven directors present, including independent directors attending via communication [2][3] - The board approved a resolution regarding the capital reduction of its subsidiary, Tianjin Zhongyan Materials Technology Co., Ltd., reducing its registered capital from 50 million yuan to 28.48 million yuan, increasing the company's direct shareholding from 58% to 85.67% [4][8] - The capital reduction is part of the company's overall strategic arrangement and will not change the scope of the company's consolidated financial statements [4][20] Group 2 - The company received a bid notification for the Jiangsu Xuwei Nuclear Power Project, with a bid amount of approximately 93.25 million yuan [25] - This project is aligned with the company's main business and is expected to positively impact future operating performance if the contract is signed and implemented smoothly [26] - The company does not have any dependency on the project owner, ensuring business independence [26]

Group 1 - The core point of the article is that Zhongyan Dadi has been awarded a contract for the construction of foundation piles for the Jiangsu Xuwei Nuclear Power Project, with a total bid amount of 93,247,901.92 yuan (including tax) [1] Group 2 - The project involves the construction of natural ventilation cooling towers for the first three units of the Jiangsu Xuwei Nuclear Power Heating Power Plant [1] - The contract was issued by China Energy Construction Northwest City Construction Co., Ltd. [1]

Group 1 - The company Zhongyan Dadi announced that its fourth board meeting was held on January 28, 2026, to discuss the proposal regarding the capital reduction of its controlling subsidiary and related transactions [1] Group 2 - The investigation into the "Jie Wo Rui" redemption crisis on the Shuibei Gold platform revealed a 40-fold leverage bet, indicating that the platform incurs losses as gold prices rise [1] - Investors reported that the proposed redemption plan offered only 20% of the principal, which they found unacceptable [1]

Core Viewpoint - The company plans to reduce the registered capital of its subsidiary Tianjin Zhongyan Materials from 50 million yuan to 28.48 million yuan, increasing its direct shareholding from 58% to 85.67% while maintaining its status as a controlling subsidiary and keeping the scope of consolidated financial statements unchanged [1] Group 1 - The capital reduction constitutes a related party transaction and does not involve any payment for the price, thus it does not qualify as a major asset restructuring [1] - As of September 30, 2025, the subsidiary reported revenue of 35.5476 million yuan and a net profit of 2.1288 million yuan [1]

证券代码：003001 证券简称：中岩大地 公告编号：2026-007 北京中岩大地科技股份有限公司 关于公司收到中标通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 近日，北京中岩大地科技股份有限公司（以下简称"公司"）收到由中能 建西北城市建设有限公司发出的《中标通知书》，确定公司为核电分公司江苏 徐圩项目桩基工程标段中标人，现将中标情况公告如下： 一、中标项目主要内容 中标金额（含税）：93,247,901.92元 中标单位：北京中岩大地科技股份有限公司 招标人：中能建西北城市建设有限公司 公司与招标人不存在关联关系。 二、中标项目对公司的影响 上述中标项目属于公司的主营业务，若中标项目签订正式合同并顺利实施 后，将对公司未来的经营业绩产生积极的影响。本次中标不影响公司业务独立 性，公司主要业务不会因履行该项目合同而对业主方形成依赖。 三、风险提示 该项目尚未签订正式合同，项目具体内容及实施等以最终签署的合同为准。 合同的履行存在一定周期，在实际履行过程中如遇到不可预计或不可抗力等因 素的影响，可能导致合同部分内容或全部内容无法履行或终止的风 ...

证券代码：003001 证券简称：中岩大地 公告编号：2026-006 北京中岩大地科技股份有限公司 关于控股子公司减资暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 北京中岩大地科技股份有限公司（以下简称"公司"）于 2026 年 1 月 28 日 召开第四届董事会第三次会议，审议通过了《关于控股子公司减资暨关联交易的 议案》。现将具体事项公告如下： 一、交易概述 基于公司整体战略安排与子公司的业务实际开展情况，公司与控股子公司天 津中岩大地材料科技有限公司（以下简称"天津中岩材料"）各股东经协商后， 拟对天津中岩材料尚未实缴部分的注册资本进行减资，减资完成后天津中岩材料 注册资本由 5,000 万元减少至 2,848 万元（最终以工商登记为准），公司对天津 中岩材料的直接持股比例由 58%增加至 85.67%，天津中岩材料仍为公司的控股子 公司，公司合并报表的范围不会发生变动。 天津中岩材料的股东包括公司的控股股东、实际控制人、董事长王立建先生， 公司持股 5%以上股东、副董事长吴剑波先生，公司持股 5%以上股东、董事兼总 经理武思宇，天 ...