截至2026年2月5日收盘，冠中生态(300948)报收于19.8元，下跌1.0%，换手率3.5%，成交量5.24万手， 成交额1.04亿元。 2026年1月29日，青岛冠中生态股份有限公司发布2025年度业绩预告，预计归属于上市公司股东的净利 润为-5,800至-4,300万元，上年同期为-7,090.02万元；扣除非经常性损益后的净利润为-6,500至-5,000万 元，上年同期为-7,818.32万元。业绩亏损主要因行业周期性波动、政府投资缩减、新签订单下降、土地 整治类项目占比大且落地不及预期、产值贡献较少、部分项目造价审减以及财务费用和资产减值准备计 提等因素影响。中诚信国际将持续关注公司经营及信用状况变化。 当日关注点 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 交易信息汇总 来自【交易信息汇总】：2月5日主力资金净流出17.59万元，游资积极介入带动散户资金同步流 出。 来自【公司公告汇总】：冠中生态预计2025年净利润亏损4,300至5,800万元，较上年亏损收窄，主 因行业周期波动与政府投资缩减。 资金流向 2 ...

China Chengxin International Credit Rating Co.,Ltd. 2026 年 1 月 29 日，公司发布《青岛冠中生态股份有限公司 2025 年度业绩 预告》（以下简称"《业绩预告》"），预计 2025 年度公司归属于上市公司股 东的净利润为-5,800~-4,300 万元，上年同期为-7,090.02 万元；预计 2025 年度扣 除非经常性损益后的净利润为-6,500~-5,000 万元，上年同期为-7,818.32 万元。 根据《业绩预告》，因行业周期性波动及市场供需变化的影响，政府投资缩减， 公司调整业务订单结构及战略布局，2025 年度主营业务新签订单下降，同时在 手订单中土地整治类项目占比较大、订单落地不及预期，当年产值收入贡献较少， 并且公司严控回款不及预期的部分项目的实施进度，另一方面，公司持续推动已 完工项目结算审计工作，部分项目造价审减，共同对营业收入和净利润产生不利 影响。另外，2025 年度公司财务费用和计提资产减值准备亦对净利润产生影响。 中诚信国际认为，受建筑行业景气度较为低迷等影响，公司净利润持续亏损， 但 2025 年度预计亏损规模同比有 ...

证券之星消息，2月3日基础建设板块较上一交易日上涨1.49%，国晟科技领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。基础建设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) | | | --- | --- | --- | --- | --- | --- | --- | | 603778 | 国晟科技 | 14.71 | 10.02% | 89.28万 | | 12.85 Z | | 300982 | 苏文电能 | 21.41 | 5.36% | 6.47万 | | 1.37亿 | | 603843 | *ST正平 | 5.86 | 5.02% | + 1.67万 | | 980.26万 | | 601611 | 中国核建 | 15.88 | 3.59% | 60.41万 | | 9.47亿 | | 002431 | 棕櫚股份 | 2.62 | 3.15% | 32.65万 | | 8453.83万 | | 002307 | 北新路桥 | 5.01 | 3.09% | 39.51万 | | 1.96 ( ...

南财智讯1月29日电，冠中生态发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-4300万元—-5800万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为-5000万 元—-6500万元。2025年公司净利润出现亏损，主要原因为：（一）营业收入的影响：因行业周期性波 动及市场供需变化的影响，政府投资缩减，公司推进优化业务订单结构及战略布局调整，2025年度主营 业务新签订单下降。另外，在手订单中土地整治类项目占比较大，该类项目实施进度相对缓慢，订单落 地不及预期，2025年度产值收入贡献较少。同时，针对回款不及预期的部分项目，公司积极防范和化解 风险，严格控制项目实施进度。另一方面，公司持续推动已完工项目结算审计工作，部分项目造价审 减。（二）财务费用的影响：2025年度公司财务费用约1955万元，主要为本期对应付债券新增计提财务 利息费用约1981万元。（三）计提资产减值准备的影响：2025年度公司应收账款、合同资产等预计计提 信用减值损失、资产减值损失金额约1800万元—2500万元。 ...

格隆汇1月29日｜冠中生态公告，预计2025年度净利润亏损4300万元至5800万元。因行业周期性波动及 市场供需变化的影响，政府投资缩减，公司推进优化业务订单结构及战略布局调整，2025年度主营业务 新签订单下降。在手订单中土地整治类项目占比较大，该类项目实施进度相对缓慢，订单落地不及预 期，2025年度产值收入贡献较少。 ...

冠中生态公告，预计2025年度净利润亏损4300万元至5800万元。因行业周期性波动及市场供需变化的影 响，政府投资缩减，公司推进优化业务订单结构及战略布局调整，2025年度主营业务新签订单下降。在 手订单中土地整治类项目占比较大，该类项目实施进度相对缓慢，订单落地不及预期，2025年度产值收 入贡献较少。 ...

Financial Performance Expectations - The company expects a net profit loss for 2025, estimated between -58 million to -43 million CNY, compared to a loss of 70.90 million CNY in the previous year[6]. - The net profit after deducting non-recurring gains and losses is projected to be between -65 million to -50 million CNY, down from -78.18 million CNY year-over-year[6]. - The company's financial expenses for 2025 are estimated at approximately 19.55 million CNY, primarily due to new interest expenses related to bonds totaling about 19.81 million CNY[8]. - Expected credit impairment losses and asset impairment losses on accounts receivable and contract assets are estimated to be between 18 million to 25 million CNY[9]. - The specific financial data for 2025 will be detailed in the company's annual report, which will be disclosed later[10]. - The financial data in the earnings forecast is based on preliminary estimates by the company's finance department and has not been audited by an accounting firm[10]. Business Environment and Risk Management - The decline in new orders for the main business is attributed to industry cyclicality, market supply and demand changes, and reduced government investment[7]. - The company is actively managing risks related to delayed project payments and is strictly controlling project implementation progress[7]. - The company is continuing to push for settlement audits on completed projects, with some projects experiencing cost reductions[7]. Investor Guidance - Investors are advised to make cautious decisions and be aware of investment risks[10].

Core Viewpoint - The infrastructure sector experienced a slight decline of 0.17% on January 28, with Guanzhong Ecological leading the losses, while the Shanghai Composite Index rose by 0.27% and the Shenzhen Component Index increased by 0.09% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4151.24, up 0.27% [1]. - The Shenzhen Component Index closed at 14342.9, up 0.09% [1]. - The infrastructure sector saw a net outflow of 1.698 billion yuan from major funds, while retail investors contributed a net inflow of 778 million yuan [2][3]. Group 2: Individual Stock Performance - China Railway (601390) closed at 5.80, with a gain of 4.69% and a trading volume of 11.7759 million shares, amounting to 6.861 billion yuan [1]. - Guanzhong Ecological (300948) closed at 22.60, down 9.89% with a trading volume of 135,400 shares, totaling 318 million yuan [2]. - The top gainers in the infrastructure sector included China Railway and ST Jianhai, while Guanzhong Ecological and Yuan Sheng Technology were among the largest decliners [1][2]. Group 3: Fund Flow Analysis - Major funds showed a net inflow into China Railway of 1.10 billion yuan, while North New Road Bridge (002307) had a net inflow of 41.7265 million yuan [3]. - Retail investors had significant outflows from North New Road Bridge, totaling 60.8525 million yuan, indicating a divergence in investor sentiment [3]. - The overall fund flow indicates a mixed sentiment in the infrastructure sector, with major funds pulling back while retail investors remained active [2][3].

Group 1 - The core strategy of Qingdao Guanzhong Ecological Co., Ltd. is to enhance its competitiveness by acquiring a 51% stake in Hangzhou Actuary AI Technology Co., Ltd. for 255 million RMB, which will be consolidated into its financial statements [1][2] - The acquisition is structured as a related party transaction due to the common control by the same actual controller, which raises scrutiny regarding the transaction's valuation and performance commitments [3] - The performance commitment for Hangzhou Actuary AI includes achieving net profits of no less than 50 million RMB, 62.5 million RMB, and 75 million RMB for the years 2026 to 2028, respectively, setting a clear growth target for the acquired entity [3] Group 2 - The acquisition is financed through a combination of bank loans not exceeding 200 million RMB and self-raised funds, which aims to mitigate immediate financial pressure while ensuring stable cash flow management [2] - Hangzhou Actuary AI focuses on digital financial services for small and medium enterprises, with projected revenues of 56.36 million RMB and net profits of 6.06 million RMB for 2024, indicating its growth potential [4] - The integration of ecological construction and AI financial services presents challenges in management coordination and operational synergy, which will be critical for the success of the acquisition [5]

证券之星消息，1月27日基础建设板块较上一交易日下跌2.16%，国晟科技领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。基础建设板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603778 | 国晟科技 | 16.85 | -9.21% | 81.24万 | 14.24亿 | | 601390 | 中国中铁 | 5.54 | -4.48% | 699.80万 | 39.19 Z | | 601669 | 中国电建 | 5.78 | -3.34% | 385.72万 | 22.37 Z | | 002775 | 文科股份 | 4.48 | -3.03% | 30.95万 | 1.38亿 | | 601611 | 中国核建 | 16.23 | -2.99% | 87.72万 | 14.21 乙 | | ...