人民财讯8月19日电，霍普股份（301024）8月19日晚间公告，根据公司全资子公司天津嘉晖电力工程有 限公司(简称"天津嘉晖")前期取得的阆苑储能项目实施需要，天津嘉晖于近日与思源清能电气电子有限 公司、上海思源输配电工程有限公司签订采购合同，合同总价款合计为2.32亿元。 ...

Core Viewpoint - Hop Holdings has a diversified revenue structure, with a significant focus on construction design and green energy projects, indicating a strategic alignment with industry trends towards sustainability and innovation [1]. Revenue Composition - For the year 2024, Hop Holdings' revenue composition is as follows: construction design accounts for 72.82%, green energy projects account for 24.4%, and other sources contribute 2.79% [1]. Contractual Developments - On August 19, Hop Holdings announced a procurement contract worth 232 million yuan signed by its wholly-owned subsidiary, Tianjin Jiahui Electric Power Engineering Co., Ltd., with two companies for the implementation of the Langyuan energy storage project [3]. - The contract includes a warranty period of 3 years for the entire energy storage system and 5 years for the battery cells, which is expected to enhance the project's implementation and delivery [3]. - The execution of this contract is anticipated to have a positive impact on the company's future performance, with specific financial effects to be determined in subsequent audited financial reports [3].

霍普股份公告，全资子公司天津嘉晖电力工程有限公司与思源清能电气电子有限公司、上海思源输配电 工程有限公司签订采购合同，合同总价款合计为2.32亿元。该合同为对阆苑新能源200MW/400MWh共 享储能示范项目（EPC）所需设备及服务进行采购，预计将对公司未来业绩产生积极影响。合同的签署 及执行有利于推动阆苑储能项目的实施和交付。 ...

上海霍普建筑设计事务所股份有限公司 关于全资子公司签订日常经营采购合同的公告 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。 特别提示： 证券代码：301024 证券简称：霍普股份 公告编号：2025-048 1、本合同为对阆苑新能源 200MW/400MWh 共享储能示范项目（EPC） （以下简称"阆苑储能项目"）所需设备及服务进行采购，本合同的签署及执 行有利于推动阆苑储能项目的实施和交付，预计将对上海霍普建筑设计事务所 股份有限公司（以下简称"公司"）未来业绩产生积极影响，具体影响金额以 相关年度经审计的财务报告为准。 2、合同的生效条件：合同自各方盖章签字之日起生效。 3、重大风险及不确定性：公司将根据项目进展情况推进采购进度，可能存 在因行业政策、市场环境、客户需求改变等因素的影响，导致合同发生延期、 变更、中止或终止的情况。敬请广大投资者注意投资风险。 一、合同签署概况 根据公司全资子公司天津嘉晖电力工程有限公司（以下简称"天津嘉晖"） 前期取得的阆苑储能项目实施需要，天津嘉晖于近日与思源清能电气电子有限 公司（以下简称"思源清能"）、上海思源输配 ...

作者：智投君 本文源自：金融界 8月14日，沪深两融数据显示，霍普股份获融资买入额0.16亿元，居两市第2452位，当日融资偿还额0.18 亿元，净卖出165.44万元。 最近三个交易日，12日-14日，霍普股份分别获融资买入0.09亿元、0.12亿元、0.16亿元。 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 ...

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]

Contract Overview - Shanghai Hope Architectural Design Co., Ltd. signed an EPC general contracting agreement for the 200MW/400MWh shared energy storage demonstration project with Qingdao Langyuan New Energy Technology Co., Ltd. on July 15, 2025 [1] - The contract is valued at RMB 448,737,784 (including tax) and will be executed by a consortium led by Tianjin Jiahui Electric Power Engineering Co., Ltd. and China State Construction Engineering Corporation Eighth Engineering Division [4] Parties Involved - The client, Qingdao Langyuan New Energy Technology Co., Ltd., is engaged in various renewable energy activities including solar and wind power technology services, battery manufacturing, and energy management [2] - Tianjin Jiahui Electric Power Engineering Co., Ltd., a wholly-owned subsidiary of the company, is the leading party in the consortium [3] - China State Construction Engineering Corporation Eighth Engineering Division is a member of the consortium and has no prior transactions with the company in the last three years [3] Contract Details - The contract encompasses all aspects of the project including design, equipment procurement, installation, debugging, and construction, with a focus on ensuring the project meets grid connection conditions upon completion [4] - Payment will be made in stages, including advance payments, progress payments, and final settlement [4] Impact on Company - The contract is part of the company's regular business operations and is expected to have a positive impact on future operating performance if the project is successfully implemented [4][5] - Revenue recognition will follow accounting standards and company policies based on the project's progress [5]

证券代码：301024 证券简称：霍普股份 公告编号：2025-047 上海霍普建筑设计事务所股份有限公司 关于全资子公司中标项目签订合同的进展公告 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。 特别提示： 1、合同的生效条件：本合同经双方签字并盖章后成立，自发包人将项目各 项资料给予承包人，同时承包人开始开工的各项准备工作时，即为合同生效。 2、重大风险及不确定性：合同已对工程范围、工期、合同价款及支付条件、 各方权利和义务、违约责任、争议解决方式等做出明确规定，但鉴于合同的履 行存在一定的周期，在实际履行过程中如遇到不可预计或不可抗力等因素的影 响，可能存在无法如期或全面履行合同的风险。敬请广大投资者注意投资风险。 3、本次合同顺利实施后，预计将对公司未来经营业绩产生积极影响。 一、合同签署概况 上海霍普建筑设计事务所股份有限公司（以下简称"公司"）于 2025 年 7 月 15 日披露《关于全资子公司收到中标通知书的公告》（公告编号：2025- 044）。近日，公司全资子公司天津嘉晖电力工程有限公司（以下简称"天津嘉 晖"）和中建八局新型建造工程有限公 ...

Group 1 - The infrastructure sector stocks experienced significant upward movement, with companies like Xinjiang Communications Construction, Huitong Group, and Shanghai Port Bay hitting the daily limit up, while Beixin Road and Bridge, Hope Shares, and Beautiful Ecology also saw notable gains [1] - Tianfeng Securities indicated that the Ministry of Industry and Information Technology will implement a new round of growth stabilization plans for the building materials industry, focusing on structural adjustments, supply optimization, and the elimination of outdated production capacity, which is expected to enhance policy expectations and catalyze valuation recovery [2]

Core Viewpoint - The launch of the RWA registration platform in Hong Kong marks a significant step in the tokenization of real-world assets, facilitated by the Hong Kong Web3.0 Standardization Association, which aims to create a comprehensive service system for data, asset, and financialization of RWA assets [1][2]. Group 1: RWA Platform and Standards - The RWA registration platform will enable the tokenization process for real-world assets, with three key standards established: "RWA Tokenization Business Guidelines," "RWA Tokenization Technical Specifications," and "Blockchain-based Stablecoin Cross-border Payment Technical Specifications" [1][2]. Group 2: Green Energy and Carbon Neutrality - The green value of electricity is becoming increasingly important as the EU implements carbon border adjustment mechanisms and regulations affecting exports from China, indicating a shift towards green electricity reforms [2]. - The Gansu thermal power capacity value exceeding expectations reflects potential changes in electricity pricing, emphasizing the importance of "green electricity direct connection," "zero-carbon parks," and "household photovoltaic aggregation participation in trading" [2]. Group 3: Dynamic Revenue Sharing - RWA projects allow for real-time distribution of revenue based on the operational performance of underlying assets, such as charging stations, where investor returns are directly linked to usage rates [2]. Group 4: Profitability of Green Power Assets - The peak-valley price difference arbitrage is identified as the core revenue source for green power asset RWAs, providing a sustainable cash flow foundation [3]. - RWA technology enhances the revenue potential and efficiency of green power assets, transitioning from traditional asset management to a model that encourages global capital sharing [3]. Group 5: Investment Opportunities - The report suggests focusing on investment opportunities that integrate RWA with electricity trading, virtual power plants, and carbon assets, recommending investments in household photovoltaics, charging stations, and carbon assets [3]. - Specific companies highlighted for potential investment include Southern Power Grid Energy, GCL-Poly Energy, Longxin Group, Zhejiang Chint Electrics, and Linyang Energy [3].