Core Viewpoint - The company, Set Research Institute (300732), announced that its semi-annual report is scheduled for release on August 29 [1] Group 1 - The company responded to investor inquiries on August 15 regarding the upcoming financial report [1]

金融界消息 截至2025年8月14日收盘，设研院（300732）报收于10.53元，下跌8.59%，换手率15.14%， 成交量49.03万手，成交金额5.39亿元。 天眼查商业履历信息显示，河南省中工设计研究院集团股份有限公司，成立于2007年，位于郑州市，是 一家以从事专业技术服务业为主的企业。企业注册资本32436.7813万人民币，实缴资本5400万人民币。 公司法定代表人为汤意。 通过天眼查大数据分析，河南省中工设计研究院集团股份有限公司共对外投资了39家企业，参与招投标 项目5000次，知识产权方面有商标信息6条，专利信息564条，此外企业还拥有行政许可188个。 来源：金融界 资金流向方面，今日主力资金净流出4532.28万元，占比成交额8.41%。其中，超大单净流出1257.49万 元、占成交额2.33%，大单净流出3274.79万元、占成交额6.08%，中单净流出流出1272.44万元、占成交 额2.36%，小单净流入5804.72万元、占成交额10.77%。 设研院最新一期业绩显示，截至2025一季报，公司营业总收入3.57亿元、同比增长10.01%，归属净利润 1038.63万元，同比增 ...

Core Viewpoint - The company has announced that its stock price has been above 130% of the conversion price of its convertible bonds for ten consecutive trading days, which may trigger conditional redemption clauses [2]. Group 1: Stock Performance - From July 30 to August 13, the company's stock price has closed at or above 10.47 yuan per share, which is 130% of the conversion price of 8.05 yuan per share [2]. - The sustained stock performance indicates potential investor confidence and market interest in the company's shares [2]. Group 2: Conditional Redemption Clause - The company has the right to redeem all or part of the unconverted convertible bonds at face value plus accrued interest if the conditional redemption clause is triggered [2]. - The board of directors will convene on the day the redemption clause is triggered to decide on the redemption of the convertible bonds and will fulfill its information disclosure obligations promptly [2].

Market Overview - The engineering consulting services sector experienced a decline of 0.47% on August 13, with Huajian Group leading the drop [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - Suzhou Planning (301505) saw a significant increase of 4.47%, closing at 27.11 with a trading volume of 161,500 shares and a turnover of 425 million yuan [1] - Shenzhen Ruijie (300977) increased by 3.23%, closing at 21.07 with a trading volume of 70,200 shares and a turnover of 14.7 million yuan [1] - Huajian Group (600629) led the decline with a drop of 5.82%, closing at 15.04 with a trading volume of 880,500 shares and a turnover of 1.342 billion yuan [2] Capital Flow Analysis - The engineering consulting services sector experienced a net outflow of 409 million yuan from institutional investors, while retail investors saw a net inflow of 362 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2][3] Notable Stock Movements - Shenzhen Ruijie (300977) had a net inflow of 9.23 million yuan from institutional investors, but a net outflow of 15.21 million yuan from retail investors [3] - China Ruilin (603257) experienced a net inflow of 2.00% from institutional investors, despite a net outflow from retail investors [3]

Group 1 - The company, Henan Zhonggong Design Research Institute Group Co., Ltd., has announced that from July 30, 2025, to August 13, 2025, its stock price has closed at or above 130% of the current conversion price of the convertible bond "Sheyan Convertible Bond" (8.05 CNY/share), which is 10.47 CNY/share, potentially triggering the conditional redemption clause [1][10] - The company has the right to decide whether to redeem all or part of the unconverted "Sheyan Convertible Bond" at face value plus accrued interest if the conditional redemption clause is triggered [1][10] - The initial conversion price of "Sheyan Convertible Bond" was 11.24 CNY/share, which has been adjusted to 8.05 CNY/share [2][10] Group 2 - The "Sheyan Convertible Bond" was approved for issuance by the China Securities Regulatory Commission and began trading on December 2, 2021, with a total issuance amount of 376 million CNY [2] - The conversion period for the "Sheyan Convertible Bond" started on May 17, 2022 [2] - The company has made several adjustments to the conversion price based on various corporate actions, including share buybacks and dividend distributions, with the latest adjustment bringing the conversion price to 8.76 CNY/share [6][8]

| 证券代码：300732 | 证券简称：设研院 | 公告编号：2025-046 | | --- | --- | --- | | 债券代码：123130 | 债券简称：设研转债 | | 河南省中工设计研究院集团股份有限公司 关于设研转债可能满足赎回条件的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 自 2025 年 7 月 30 日至 8 月 13 日，河南省中工设计研究院集团股份有限公 司（以下简称"公司"或"设研院"）股票价格已有十个交易日的收盘价格不低 于"设研转债"当期转股价格（8.05 元/股）的 130%（即 10.47 元/股），后续可 能会触发有条件赎回条款。 根据《设研院向不特定对象发行可转换公司债券并在创业板上市募集说明书》 （以下简称"《募集说明书》"）中有条件赎回条款的相关约定，若在未来触发 "设研转债"的有条件赎回条款，公司董事会有权决定按照债券面值加当期应计 利息的价格赎回全部或部分未转股的"设研转债"。公司将在触发"设研转债" 有条件赎回条款的当日召开董事会审议是否赎回"设研转债"，并及时履行信息 披露义 ...

Market Overview - The Shanghai Composite Index experienced a narrow fluctuation, closing down 0.12% at 3635.13 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.26% and 0.38%, respectively [2] - The total trading volume in the Shanghai and Shenzhen markets was 173.66 billion yuan, a decrease of approximately 116 billion yuan from the previous day [2] Sector Performance - Semiconductor, brokerage, and banking sectors saw declines, while the hydropower concept surged, with companies like Shen Shui Gui Yuan and Shan He Zhi Neng hitting the daily limit [2][3] - The high-speed rail concept also rose sharply, with Jin Ying Zhong Gong and other related stocks experiencing significant gains [6] - Resource stocks, including steel, electricity, and non-ferrous metals, collectively rallied, with Ba Yi Steel and Hua Yin Electric hitting the daily limit [2] - The commercial aerospace sector was active, with Fei Wo Technology and De En Precision Engineering also reaching the daily limit [9] Specific Company Highlights - Shen Shui Gui Yuan closed with a 20% increase, while She Yan Yuan rose nearly 13% [3][4] - Jin Ying Zhong Gong achieved a 20% limit up, and Jiao Da Tie Fa saw a nearly 24% increase [6][7] - The newly listed You Li Intelligent on the Beijing Stock Exchange surged by 246.9%, closing at 83.22 yuan per share, with an intraday high of 98.8 yuan [2] Major Projects and Investments - The Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is expected to significantly boost regional economic growth and clean energy development [5] - 16 central enterprises signed 75 investment agreements for aid to Tibet, with a total investment of 317.5 billion yuan [5] - The establishment of Xin Zang Railway Co., Ltd. with a registered capital of 95 billion yuan indicates ongoing infrastructure development in the railway sector [7][8] Commercial Aerospace Developments - The frequency of satellite launches in China's GW constellation has significantly increased, indicating a rapid development phase for the commercial aerospace industry [11] - The successful launches of multiple satellite groups demonstrate advancements in satellite internet capabilities [11]

证券之星消息，8月8日工程咨询服务板块较上一交易日上涨1.52%，深水规院领涨。当日上证指数报收 于3635.13，下跌0.12%。深证成指报收于11128.67，下跌0.26%。工程咨询服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301038 | 深水规院 | 34.98 | 20.00% | 39.85万 | | 12.79亿 | | 300732 | 设研院 | 12.18 | 12.78% | 90.44万 | | 10.72亿 | | 600629 | 华建集团 | 15.55 | 7.02% | 95.99万 | | 14.53亿 | | 301505 | 苏州规划 | 24.26 | 5.62% | 17.14万 | | 4.08亿 | | 301024 | 霍普股份 | 47.80 | 5.29% | 5.31万 | | 2.55 乙 | | 603153 | 上海建科 | 19.63 | 5.09% | 18.29万 | | 3.6 ...

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index at 3633.69 points, down by 0.16%, while the total trading volume reaches 1,404.55 billion yuan, indicating a mixed performance among stocks [1]. Group 1: Market Performance - The Shanghai Composite Index is currently at 3633.69 points, above the five-day moving average, with a decline of 0.16% [1]. - The total trading volume in the A-share market is 1,404.55 billion yuan [1]. Group 2: Stock Performance - A total of 375 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1]. - The stocks with the highest deviation rates include: - 深水规院 (Shen Shui Gui Yuan) with a deviation rate of 12.22% and a daily increase of 20.00% [1]. - 设研院 (She Yan Yuan) with a deviation rate of 11.15% and a daily increase of 14.81% [1]. - 三一重能 (San Yi Zhong Neng) with a deviation rate of 8.50% and a daily increase of 11.25% [1]. - Other stocks with lower deviation rates that have just crossed the five-day moving average include 盛德鑫泰 (Sheng De Xin Tai), 测绘股份 (Ce Hui Gu Fen), and 慕思股份 (Mu Si Gu Fen) [1].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300564 | 筑博设计 | 17.57 | -2.12% | 11.43万 | 2.02亿 | | 603017 | 中街设计 | 9.83 | -2.09% | 16.27万 | 1.60亿 | | 833873 | 中设咨询 | 8.51 | -1.16% | 7.96万 | 6833.44万 | | 300635 | 中达安 | 13.89 | -0.86% | 6.16万 | 8560.52万 | | 301505 | 示州规划 | 21.74 | -0.64% | 4.16万 | 9106.97万 | | 833427 | 保健设计 | 16.23 | -0.43% | 1.89万 | 3064.36万 | | 300492 | 华图山鼎 | 63.84 | -0.34% | 1.17万 | 7421.60万 | | 301091 | 深城交 | 29.94 | -0.20% | 9.87万 | 2.97亿 | | 300668 | ...