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]

Core Viewpoint - The company, Sujiao Technology, has shown a significant increase in stock price and maintains a leading position in the engineering consulting sector, despite a decline in revenue and net profit in the latest financial report [1][2]. Group 1: Stock Performance - On November 24, Sujiao Technology closed at 8.46 yuan, up 6.82%, with a rolling PE ratio of 71.10 times and a total market capitalization of 10.684 billion yuan [1]. - The average PE ratio for the engineering consulting industry is 59.14 times, with a median of 44.55 times, placing Sujiao Technology at the 34th position in the industry ranking [1]. Group 2: Shareholder Information - As of September 30, 2025, the number of shareholders for Sujiao Technology is 55,693, a decrease of 5,127 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1]. Group 3: Company Overview - Sujiao Technology specializes in engineering consulting and contracting services, being the first A-share listed company in this field in China, and continues to lead in market capitalization [1]. - The company is recognized as a national high-tech enterprise, an innovative enterprise, and has received various accolades for its technological innovation and market share [1]. - In 2024, Sujiao Technology ranked 67th and 85th in the "Top 150 Global Engineering Design Firms" and "Top 225 International Engineering Design Firms" lists by ENR, respectively [1]. Group 4: Financial Performance - In the third quarter of 2025, the company reported revenue of 2.769 billion yuan, a year-on-year decrease of 5.00%, and a net profit of 79.0378 million yuan, down 48.39%, with a sales gross margin of 30.58% [2]. - The PE ratio (TTM) for Sujiao Technology is 71.10, while the static PE is 47.61, and the price-to-book ratio is 1.27 [2].

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 ...

Group 1 - The core viewpoint of the news is that Sujiao Technology's stock has experienced a significant decline in price and performance metrics, indicating potential challenges for the company [1][2]. - As of November 21, Sujiao Technology's stock price dropped by 2.09% to 7.98 CNY per share, with a total market capitalization of 10.077 billion CNY [1]. - The company has seen a year-to-date stock price decrease of 20.68%, with a 4.89% drop over the last five trading days and a 6.67% decline over the last 20 days [1]. Group 2 - For the period from January to September 2025, Sujiao Technology reported a revenue of 2.769 billion CNY, reflecting a year-on-year decrease of 5.00%, while the net profit attributable to shareholders was 79.0378 million CNY, down 48.39% year-on-year [2]. - The company has distributed a total of 1.421 billion CNY in dividends since its A-share listing, with 467 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders decreased by 8.43% to 55,700, while the average number of circulating shares per person increased by 9.21% to 21,499 shares [2].

证券日报网讯 11月19日晚间，苏交科发布公告称，公司董事会于今日收到杨雄先生的书面辞职报告， 其因个人原因申请辞去公司第六届董事会独立董事、董事会审计委员会主任委员职务。杨雄先生辞去上 述职务后，将不在公司以及下属控股子公司担任任何职务。 （编辑 楚丽君） ...

证券代码：300284 证券简称：苏交科 公告编号：2025-067 苏交科集团股份有限公司 关于独立董事辞职的公告 根据《公司法》《上市公司独立董事管理办法》《公司章程》等有关规定，杨 雄先生的辞职不会导致公司董事会成员低于法定人数，但将导致公司独立董事人 数占公司董事会人数比例低于三分之一且独立董事中欠缺会计专业人士，杨雄先 生的辞职将在公司股东会选举产生新任独立董事后生效，在此之前杨雄先生将继 续履职。 公司将按照相关法律法规和《公司章程》的规定尽快完成独立董事及董事会 审计委员会委员的补选工作。公司董事会对杨雄先生在公司任职期间为公司发展 做出的贡献表示衷心的感谢。 二、备查文件 杨雄先生的辞职报告。 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、董事离任情况 （一）提前离任的基本情况 苏交科集团股份有限公司（以下简称"公司"）董事会于今日收到杨雄先生的 书面辞职报告，其因个人原因申请辞去公司第六届董事会独立董事、董事会审计 委员会主任委员职务。杨雄先生辞去上述职务后，将不在公司以及下属控股子公 司担任任何职务。 （二）离任对公司的影响 杨雄先生 ...