苏交科12月5日大宗交易平台出现一笔成交，成交量2331.38万股，成交金额2.27亿元，大宗交易成交价 为9.75元，相对今日收盘价溢价18.61%。该笔交易的买方营业部为中国中金财富证券有限公司广州分公 司，卖方营业部为万联证券股份有限公司广州寺右新马路证券营业部。 证券时报·数据宝统计显示，苏交科今日收盘价为8.22元，上涨1.11%，日换手率为0.60%，成交额为 5852.92万元，全天主力资金净流出177.88万元，近5日该股累计下跌0.48%，近5日资金合计净流出 1780.19万元。 两融数据显示，该股最新融资余额为4.24亿元，近5日减少152.77万元，降幅为0.36%。 据天眼查APP显示，苏交科集团股份有限公司成立于2002年08月29日，注册资本126282.7774万人民 币。（数据宝） 12月5日苏交科大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | ...

苏交科所属申万行业为：建筑装饰-工程咨询服务Ⅱ-工程咨询服务Ⅲ。所属概念板块包括：设计咨询、 DeepSeek概念、水利建设、环境监测、PPP概念等。 截至9月30日，苏交科股东户数5.57万，较上期减少8.43%；人均流通股21499股，较上期增加9.21%。 2025年1月-9月，苏交科实现营业收入27.69亿元，同比减少5.00%；归母净利润7903.78万元，同比减少 48.39%。 分红方面，苏交科A股上市后累计派现14.21亿元。近三年，累计派现4.67亿元。 机构持仓方面，截止2025年9月30日，苏交科十大流通股东中，南方中证1000ETF（512100）位居第十 大流通股东，持股692.62万股，为新进股东。香港中央结算有限公司退出十大流通股东之列。 责任编辑：小浪快报 12月3日，苏交科盘中下跌2.06%，截至14:27，报8.08元/股，成交7608.70万元，换手率0.78%，总市值 102.04亿元。 资金流向方面，主力资金净流出1941.39万元，特大单买入0.00元，占比0.00%，卖出808.55万元，占比 10.63%；大单买入746.29万元，占比9.81%，卖出1879. ...

Group 1 - The report maintains a positive outlook on the construction and decoration industry, emphasizing the sustained growth policies and the favorable economic environment in the western regions of China, particularly in Xinjiang and Sichuan [5][12][22] - The "14th Five-Year Plan" is expected to drive high-quality development in domestic infrastructure investment, with significant projects like the Yarlung Tsangpo River downstream hydropower project and the Duku Highway in Xinjiang set to commence construction [10][11][15] - The report highlights the importance of new infrastructure needs, including the construction of a modern energy system and the development of smart transportation systems, which are anticipated to create new investment opportunities for companies in the sector [25][26] Group 2 - The report identifies key companies that are likely to benefit from the infrastructure boom in Xinjiang, such as Xinjiang Communications Construction, Qingsong Construction, and China Chemical Engineering, due to their involvement in major projects [14][16][19] - The coal chemical industry in Xinjiang is entering a phase of accelerated investment, with numerous projects planned or under construction, which is expected to enhance the operational performance of companies like China Metallurgical Group and China Railway Group [17][19][20] - The report notes that the Belt and Road Initiative continues to present overseas construction opportunities, with significant growth in new orders for major state-owned enterprises in both domestic and international markets [5][19][22] Group 3 - The report emphasizes the potential for companies involved in the new energy sector, as the government aims to construct a new energy system and achieve carbon peak goals, creating opportunities for firms engaged in renewable energy projects [25][26] - Companies like Suzhou Transportation Science and Technology and Huase Group are highlighted for their roles in the emerging low-altitude economy, which is expected to see accelerated development in infrastructure and operational capabilities [5][25] - The report discusses the rising prices of key minerals such as gold, copper, and cobalt, suggesting that companies involved in mineral resource development, like China Metallurgical Group and China Railway Group, may see increased value from their operations [17][19][22]

然而，行业周期的波动仍不可回避。面对行业变化，公司优化市场策略，一方面聚焦国家保障资金项 目，另一方面重点布局长三角、珠三角等财力结构较好的区域。苏交科相关负责人表示，随着国内基建 进入从"增量为主"向"存量更新"过渡阶段，公路、桥梁等设施的运维、检测、加固、智能化改造需求不 断增长，"确保安全通行前提下的资产运维服务，将成为业务的新增长空间。" ◎记者 操子怡 当前，国内传统基建企业正积极寻找业务新的增长点。苏交科近年来也在此方面动作频频——无论是联 合成立低空科技公司，还是全力构建大交通数字化基石，公司均展现出从传统工程咨询企业向"智库型 科技企业"转型的决心。 苏交科成立于1978年，是国内首批科研院所改制企业，长期深度参与中国交通基础设施建设。如今，在 基建结构性调整背景下，这家老牌企业正以主动求变的姿态，寻求新一轮增长的"窗口期"。 工程咨询是苏交科的核心业务，也是其长期保持行业领先的基础。公司拥有工程建设领域的多项最高等 级资质，并建有两大国家级科研平台，在技术能力、科研实力上均保持国内领先。 然而，转型的关键在于寻找新的增长引擎。结合自身优势和专业特长，苏交科将低空经济视为公司未来 的重要战略方 ...

Market Overview - The engineering consulting services sector experienced a decline of 0.67% on November 27, with 招标股份 leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Notable gainers in the engineering consulting services sector included 启迪设计, which rose by 6.39% to a closing price of 17.16, with a trading volume of 245,000 shares and a turnover of 400 million yuan [1] - Other gainers included 矩阵股份 (+2.52%), 示州规划 (+2.11%), and 太极实业 (+1.80%) [1] - Conversely, 招标股份 saw a significant decline of 11.60%, closing at 15.39, with a trading volume of 424,400 shares and a turnover of 662 million yuan [2] Capital Flow - The engineering consulting services sector experienced a net outflow of 10.33 million yuan from institutional investors, while retail investors saw a net outflow of 34.24 million yuan [2] - In contrast, speculative funds recorded a net inflow of 44.57 million yuan [2] Individual Stock Capital Flow - 太极实业 had a net outflow of 59.28 million yuan from institutional investors, while 启迪设计 saw a net inflow of 42.18 million yuan [3] - Other stocks like 深城交 and 汉嘉设计 also experienced varying degrees of net inflow and outflow from different investor categories [3]

Group 1 - The engineering consulting services sector increased by 0.47% compared to the previous trading day, with Matrix Co. leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up by 0.87%, while the Shenzhen Component Index closed at 12777.31, up by 1.53% [1] - Key stocks in the engineering consulting services sector showed significant price increases, with Matrix Co. rising by 6.34% to a closing price of 23.30 [1] Group 2 - Major stocks that experienced gains include: - Bidwin Co. up by 4.60% to 17.07 - Youan Design up by 3.98% to 27.18 - Kansen Co. up by 3.86% to 8.35 [1] - The trading volume and turnover for Matrix Co. reached 96,400 shares and 222 million yuan, respectively [1] - The sector saw a net outflow of 186 million yuan from institutional funds, while retail investors contributed a net inflow of 59.22 million yuan [2]

最新一期业绩显示，2025年三季报，公司实现营业收入27.69亿元，同比减少5.00%；净利润7903.78万 元，同比减少48.39%，销售毛利率30.58%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13苏交科71.1047.611.27106.84亿行业平均 59.1468.736.6047.75亿行业中值44.5546.512.6629.40亿1设计总院10.559.061.2146.47亿2中交设计 11.249.771.12171.18亿3地铁设计11.3412.492.1161.45亿4中钢国际12.4411.181.1193.40亿5中国海诚 14.3615.281.9451.24亿6华设集团15.2313.390.9751.22亿7甘咨询19.4117.501.0240.30亿8上海建科 20.4722.092.0975.66亿9中诚咨询20.8020.515.1821.61亿10广咨国际27.5728.717.2428.11亿11建发合诚 29.1233.212.8331.75亿12华阳国际32.9922.121.9227.72亿 来源：市场资讯 交易所数据显示，11月24日 ...

Core Insights - The engineering consulting services sector experienced a significant increase of 5.04% on November 24, with Zhaobiao Co. leading the gains [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Stock Performance - Zhaobiao Co. (301136) saw a closing price of 16.32, with a remarkable increase of 20.00% and a trading volume of 197,700 shares, amounting to a transaction value of 315 million yuan [1] - Shanshui Bide (300844) closed at 42.40, up 15.41%, with a trading volume of 50,700 shares [1] - Qidi Design (300500) closed at 16.84, up 12.42%, with a trading volume of 348,200 shares [1] - Huajian Group (600629) closed at 21.67, up 10.00%, with a trading volume of 580,600 shares [1] - Other notable performers include Zhongda An (300635) with an 8.19% increase and Sujiao Ke (300284) with a 6.82% increase [1] Capital Flow - The engineering consulting services sector saw a net inflow of 418 million yuan from institutional investors, while retail investors experienced a net outflow of 95.14 million yuan [2] - The main capital inflow was concentrated in Huajian Group, which had a net inflow of 29.1 million yuan from institutional investors [3] - Zhaobiao Co. also attracted significant institutional interest, with a net inflow of 133 million yuan [3]

11月24日，苏交科涨5.05%，截至发稿，报8.32元/股，成交1.06亿元，换手率1.09%，总市值105.07亿 元。 从苏交科十大流通股东角度 截至发稿，崔蕾累计任职时间7年19天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 164.23%， 任职期间最差基金回报-16.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居苏交科十大流通股东。南方中证1000ETF（512100）三季度新进 十大流通股东，持有股数692.62万股，占流通股的比例为0.58%。根据测算，今日浮盈赚取约277.05万 元。 资料显示，苏交科集团股份有限公司位于江苏省南京市建邺区富春江东街8号，成立日期2002年8月29 日，上市日期2012年1月10日，公司主营业务涉及交通工程咨询与工程承包业务。主营业务收入构成 为：工程咨询99.70%，其他(补充)0.30%。 南方中证1000ETF（512100）成立日期20 ...

11月21日，苏交科盘中下跌2.09%，截至10:43，报7.98元/股，成交5127.48万元，换手率0.53%，总市值 100.77亿元。 资金流向方面，主力资金净流出678.77万元，特大单买入163.79万元，占比3.19%，卖出719.31万元，占 比14.03%；大单买入860.48万元，占比16.78%，卖出983.72万元，占比19.19%。 截至9月30日，苏交科股东户数5.57万，较上期减少8.43%；人均流通股21499股，较上期增加9.21%。 2025年1月-9月，苏交科实现营业收入27.69亿元，同比减少5.00%；归母净利润7903.78万元，同比减少 48.39%。 分红方面，苏交科A股上市后累计派现14.21亿元。近三年，累计派现4.67亿元。 机构持仓方面，截止2025年9月30日，苏交科十大流通股东中，南方中证1000ETF（512100）位居第十 大流通股东，持股692.62万股，为新进股东。香港中央结算有限公司退出十大流通股东之列。 责任编辑：小浪快报 苏交科今年以来股价跌20.68%，近5个交易日跌4.89%，近20日跌6.67%，近60日跌17.73%。 资料显示 ...