Group 1: Stock Performance - The stock price of Weiye Co., Ltd. (300621) has shown a fluctuating upward trend over the past 7 trading days, closing at 9.32 yuan on February 10, with a cumulative increase of approximately 2.64% [1] - On February 9, the stock experienced a significant single-day increase of 2.43%, with trading volume expanding to 388 million yuan, indicating heightened short-term investor interest [1] - Technically, the stock is currently above the 20-day moving average, and the MACD indicator shows a golden cross pattern [1] Group 2: Financial Performance - The latest financial data from the company's Q3 2025 report indicates revenue of 6.12 billion yuan, a year-on-year decline of 35.84%, and a net loss attributable to shareholders of 9.93 million yuan, down 174.56% year-on-year [2] - The net operating cash flow is reported at -890 million yuan, and the asset-liability ratio is as high as 94.27%, reflecting significant short-term debt repayment pressure [2] - Institutions forecast a net profit of approximately 76 million yuan for the entire year of 2025, but the performance in Q4 needs to be closely monitored [2] Group 3: Institutional Insights - Currently, institutional interest in Weiye Co., Ltd. is relatively low, with no new research reports published in the past six months [3] - Existing institutional ratings are predominantly neutral, with revenue expectations for 2025 projected at 23.08 billion yuan, but there are concerns regarding potential pressures on profitability from litigation disputes and industry competition [3]

证券代码：300621 证券简称：维业股份 公告编号：2026-014 维业建设集团股份有限公司 关于为全资子公司提供担保的进展公告 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、担保情况概述 维业建设集团股份有限公司（以下简称"公司"）于 2025 年 4 月 18 日召开 第六届董事会第四次会议，并于 2025 年 5 月 13 日召开了 2024 年度股东大会审 议通过了《关于公司 2025 年度担保计划的议案》和《关于公司向银行申请 2025 年度综合授信额度的议案》。具体内容详见公司于 2025 年 4 月 19 日披露在巨潮 资讯网（网址：www.cninfo.com.cn）的《关于公司年度担保计划的公告》《关 于公司向银行申请 2025 年度融资额度的公告》等相关公告。 为支持公司全资子公司的业务发展，满足其日常经营需要，公司为珠海铧龙 装饰有限公司（以下简称"珠海铧龙"）、建泰建设有限公司（以下简称"建泰 建设"）、广东省维业科技有限公司（以下简称"维业科技"）、广东闳泰建材 贸易有限公司（以下简称"闳泰建材"）、珠海铧龙家居有限公司（以 ...

为支持公司全资子公司的业务发展，满足其日常经营需要，公司为建泰建设 有限公司（以下简称"建泰建设"）向中国银行股份有限公司珠海分行（以下简 称"中国银行"）申请综合授信额度事项提供最高不超过人民币 20,000 万元连 带责任保证担保，并签订了《最高额保证合同》。具体内容详见公司于 2025 年 12 月 12 日披露在巨潮资讯网（网址：www.cninfo.com.cn）的相关公告。近日， 公司与中国银行签署《<最高额保证合同>补充合同》，约定将前述所担保债权之 最高本金余额由人民币 20,000 万元调整为 40,000 万元。 公司与中国建设银行股份有限公司珠海市分行（以下简称"建设银行"）签 订《本金最高额保证合同》，公司为建泰建设向建设银行申请综合授信额度事项 提供最高不超过人民币 40,000 万元连带责任保证担保。 本次提供担保事宜属于授权范围内，无需提交董事会或股东会审议。 本次担保前公司对上述被担保方的担保余额为 57,365.76 万元。 证券代码：300621 证券简称：维业股份 公告编号：2026-013 维业建设集团股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体 ...

Key Insights on Infrastructure Investment Opportunities - A seasonal infrastructure construction boom occurs from the end of the Spring Festival to the conclusion of the National People's Congress, lasting approximately 1-1.5 months, presenting significant investment opportunities[2] - The report identifies 10 strong sub-sectors with high odds and win rates, including engineering consulting services, environmental equipment, environmental governance, general equipment, specialized engineering, non-metallic materials, new metallic materials, specialized equipment, decoration, and plastics, with average returns of 12-15% and excess returns of 4-8% over the past decade[2][10] Selected Stocks from Strong Sub-sectors - The report highlights a portfolio of 18 stocks selected from the 10 strong sub-sectors based on a scoring model, which includes: - Engineering consulting: Qidi Design (average excess return 22.7%, win rate 100%) and Jian Ke Yuan (average excess return 16.4%, win rate 100%)[3][19] - Environmental equipment: Xianhe Environmental (average excess return 11.7%, win rate 90%) and Senyuan Co. (average excess return 12.2%, win rate 80%)[3][20] - Environmental governance: Shanghai Washba (average excess return 36.0%, win rate 100%) and Dechuang Environmental (average excess return 19.1%, win rate 89%)[3][23] - General equipment: Jialitu (average excess return 35.3%, win rate 100%) and Jinyang Sun (average excess return 28.8%, win rate 100%)[3][26] Performance and Risk Considerations - The selected 10 strong sub-sectors have consistently shown high absolute and excess return probabilities, with a stable performance track record over the past decade[10][13] - Risks include limitations of comparative studies, market learning effects leading to volatility, unexpected market downturns, and individual stock risks impacting the overall portfolio[4]

智通财经APP讯，维业股份(300621.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 3.11亿元至4.04亿元;扣除非经常性损益后的净亏损3.12亿元至4.05亿元。 ...

智通财经APP讯，维业股份(300621.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 3.11亿元至4.04亿元;扣除非经常性损益后的净亏损3.12亿元至4.05亿元。 ...

三、协议主要内容 证券代码：300621 证券简称：维业股份 公告编号：2026-011 维业建设集团股份有限公司 关于全资子公司建筑工程施工项目的进展公告 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、项目概述 维业建设集团股份有限公司（以下简称"公司"）全资子公司建泰建设有限 公司（以下简称"建泰建设"）于前期中标了珠海华聚开发建设有限公司（以下 简称"珠海华聚"）公开招标的珠海裕华项目 103、106、110 地块桩基础、主体 建安及周边配套工程（以下简称"本项目"），并签署了《建设工程施工合同》 及补充协议（以下合称"原合同"）。 具体内容详见公司分别于 2024 年 1 月 9 日、2024 年 2 月 3 日、2025 年 4 月 9 日披露在巨潮资讯网的相关公告。 二、项目进展情况 现因本项目 103 和 106 地块定位变化，设计方案调整，导致原合同范围发生 重大变化，无法继续履行。经建泰建设与珠海华聚双方协商一致终止原合同，并 于近日签订了终止协议。对于建泰建设已实施完成的部分，将严格依照合同约定 及相关规范要求进行结算与支付。 1、《 ...

证券代码：300621 证券简称：维业股份 公告编号：2026-012 维业建设集团股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股东的 净利润 | -40,430 | ～ | -31,100 | 826.13 | | 扣除非经常性损益后的 净利润 | -40,500 | ～ | -31,170 | 294.07 | 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务 所审计。公司已就业绩预告有关事项与会计师事务所进行了预沟通，公司与会 计师事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 报告期内，受建筑行业深度调整、市场竞争持续加剧等因素影响，公司相 关业务经营持续承压，导致报告期内 ...

Core Viewpoint - The housing rental concept is experiencing a significant rebound, with notable stock price increases for several companies in the sector, including I Love My Home, which reached its daily limit, along with others like Binjiang Group, China Merchants Shekou, Jindi Group, Vanke A, 365 Network, and Weiye Shares [1] Group 1 - The stock price of I Love My Home has hit the daily limit, indicating strong market interest and confidence in the company [1] - Other companies in the housing rental sector, such as Binjiang Group, China Merchants Shekou, Jindi Group, Vanke A, 365 Network, and Weiye Shares, have also seen their stock prices rise in response to the market trend [1]

Core Viewpoint - The company, Weiye Co., Ltd. (维业股份), has confirmed its commitment to performance guarantees for its subsidiaries following a significant asset restructuring in 2021, with specific profit targets set for 2025 [1] Group 1: Performance Guarantees - Weiye Co., Ltd. announced that its subsidiary, Hualong Decoration (铧龙装饰), is guaranteed to achieve a net profit of no less than 59.80 million yuan by 2025 [1] - Another subsidiary, Jiantai Construction (建泰建设), is guaranteed to achieve a net profit of no less than 28.70 million yuan by 2025 [1] - The completion of these performance commitments will be subject to the results of a special audit by an accounting firm [1]