证券之星消息，1月7日工程咨询服务板块较上一交易日下跌0.26%，华蓝集团领跌。当日上证指数报收 于4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。工程咨询服务板块个股涨跌见下表： 从资金流向上来看，当日工程咨询服务板块主力资金净流出1.32亿元，游资资金净流入6209.89万元，散 户资金净流入6999.06万元。工程咨询服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600629 | 华建集团 | 1.04亿 | 5.76% | 579.70万 | 0.32% | -1.10 Z | -6.08% | | 603458 | 動设股份 | 2660.34万 | 10.00% | -754.42万 | -2.84% | -1905.93万 | -7.16% | | 600846 | 同济科技 | 1108.22万 | 9.89% | -233.47万 | ...

融资余额增幅居前个股 | 代码 | 简称 | 最新融资余额(万 | 融资余额环比增减 | 收盘价 | 当日涨跌幅 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | （元） | （%） | 业 | | 300982 | 苏文电 | 17816.53 | 43.25 | 23.27 | 11.45 | 建筑装 | | | 能 | | | | | 饰 | | 301027 | 华蓝集 | 21941.72 | 41.78 | 20.99 | 12.73 | 建筑装 | | | 团 | | | | | 饰 | | 301033 | 迈普医 | 11985.45 | 34.42 | 80.14 | -1.06 | 医药生 | | | 学 | | | | | 物 | | 301563 | 云汉芯 城 | 20270.06 | 32.91 | 184.30 | 0.22 | 电子 | | 301606 | 绿联科 技 | 8121.49 | 32.76 | 63.45 | 4.51 | 电子 | | 301429 | 森泰股 | 167 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300989 | | 17.11 | -2.56% | 8.76万 | 1.51亿 | | 301136 | 招标股份 | 19.91 | -2.16% | 22.35万 | 4.46 Z | | 300635 | 中达安 | 16.35 | -1.39% | 3.20万 | 5270.33万 | | 002949 | 华阳国际 | 15.46 | -1.21% | 4.32万 | 6756.29万 | | 603909 | 建发合诚 | 11.22 | -0.97% | 5.87万 | 6601.69万 | | 300826 | 测绘股份 | 16.85 | -0.71% | 2.14万 | 3619.12万 | | 300564 | 筑博设计 | 15.52 | -0.64% | 2.40万 | 3733.35万 | | 301167 | 建研设计 | 16.27 | -0.61% | 2.57万 | 4196.81万 | | 300778 | ...

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [2] Core Views - The report emphasizes that the construction sector is expected to experience a "spring surge" as the "14th Five-Year Plan" approaches its start, with significant government support and infrastructure investment anticipated [3][4][10] - The report highlights that the investment pace in the early stages of the "14th Five-Year Plan" is likely to follow historical patterns, with a concentration of project launches and higher investment growth expected [4][10] - The construction sector is advised to focus on three core investment themes for 2026: major national projects, high-dividend state-owned enterprises, and private construction companies leveraging cash flow for new opportunities [5][19] Summary by Sections Policy Developments - The government is actively releasing positive signals regarding the "14th Five-Year Plan," focusing on high-quality development and major infrastructure projects [3][20] - The National Housing and Urban-Rural Development Conference has emphasized stabilizing the real estate market and accelerating the renovation of old urban areas [3][20] Market Performance - The report notes that the construction and decoration index rose by 2.26% during the week, with significant gains in sectors such as decoration and specialized engineering [6] - A total of 101 stocks in the construction sector saw price increases, with notable performers including Hainan Development (+56.46%) and Shanghai Bay (+44.35%) [6] Future Outlook - The report anticipates that the construction sector will see a resurgence in investment activity, particularly in traditional infrastructure such as railways and highways, as well as new infrastructure projects [4][10][14] - The focus on water conservancy and transportation infrastructure is expected to increase, with several provinces already initiating planning for these projects [13][14] - The report suggests that the construction sector will benefit from a shift towards new infrastructure and low-altitude economy projects, which are gaining traction in local planning [14][19]

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [2] Core Insights - The report emphasizes the upcoming "spring excitement" in the construction sector as the "14th Five-Year Plan" approaches its start, with a historical pattern of infrastructure investment showing a tendency for higher growth in the early stages of five-year plans [4][10] - The report highlights that the current infrastructure investment is still at a low level, but anticipates an increase in investment pace as the "15th Five-Year Plan" begins, which is expected to support the construction sector's performance in 2026 [4][10] - Key areas of focus for investment include major national projects such as the canal system, Tibet railway, and new energy infrastructure, which are expected to generate long-term order demand [19] Summary by Sections Policy Developments - The report notes that the government is actively releasing positive signals regarding the "15th Five-Year Plan," with a focus on high-quality development and major infrastructure projects [3][20] - The central government has emphasized the importance of stabilizing the real estate market and accelerating the renovation of old urban areas, with significant progress already reported in various provinces [3][21] Market Performance - The report indicates that the construction and decoration index has shown positive performance, with a 2.26% increase, and highlights the top-performing stocks in the sector [6] Future Outlook - The report identifies three core investment themes for the construction sector in 2026: 1. Major national projects that will continue to drive long-term demand [19] 2. High-dividend, low-valuation state-owned construction enterprises that are expected to gain value [19] 3. Private construction companies leveraging cash flow and flexibility to enter new markets such as clean rooms and AI infrastructure [19]

投资者关系活动记录表 编号：2025 - 007 | 投资者关系活动类别 | 特定对象调研 ☐ | 分析师会议 | | --- | --- | --- | | ☐ | 媒体采访 ☐ | 业绩说明会 | | ☐ | 新闻发布会 ☐ | 路演活动 | | ☐ | 现场参观 | | | ☐ | 其他（请文字说明其他活动内容） | | | 参与单位名称及人员姓名 | 中邮证券：赵洋 | | | | 东方财富证券：郁晾 | | | 时间 | 2025年12月26日 15:00-16:00 | | | 地点 | 广西南宁市青秀区南国弈园五楼会议室 | | | 上市公司接待人员姓名 | 董事会秘书：杨广强 | | | | 证券事务代表：刘莎 1、公司应收账款能否回收？ | | | 投资者关系活动主要内容 | 答：公司主要客户为政府部门、事业单位、政府平台企业等。 今年以来，广西壮族自治区各级政府的积极化债措施对公司应收账 | | | 介绍 | 款回收起到了积极作用。同时，公司也高度重视应收账款的管理， | | | | 通过跟踪客户资信、建立应收账款催收激励制度等方式积极开展催 | | | | 收工作。 | | | | 2 ...

Group 1: Overseas Market Development - Arrow Home has been focusing on internationalization, increasing strategic investment in overseas markets, and establishing partnerships with local distributors to expand its sales network, resulting in significant revenue growth outside North America, although overall overseas revenue has declined due to changes in the international economic environment [2] - Yiduoli has been enhancing its overseas market presence, with product registrations completed in over 30 countries and regions, and plans to establish a subsidiary in Brazil to strengthen sales coverage in Latin America [3] - Companies like Boying Welding and Jereh have also reported significant progress in their international strategies, with Boying Welding investing in a production base in Vietnam and Jereh expanding its overseas business to over 70 countries [4] Group 2: New Year Development Plans - Wave Optoelectronics plans to focus on semiconductor and laser businesses, aiming for steady growth and expansion into new application areas while maintaining core competitiveness [5] - Arrow Home intends to enhance retail channel management and promote new products in collaboration with Hongmeng Smart Selection, aiming for broader coverage and efficiency in 2026 [5] - Changbao Co. expects to maintain a favorable market for boiler pipes and will focus on high-end product promotion and structural upgrades [7] Group 3: AI Development - Shenzhen Huaqiang emphasizes that AI is a core driver for growth in electronic components, with increasing demand in AI servers and data centers [8] - Zhongdian Port reported a significant increase in AI-related revenue, reaching 9.309 billion yuan in the first three quarters of 2025, reflecting a 78.3% year-on-year growth [9] - Companies like Hanwei Technology are actively integrating AI into their product offerings, developing multi-dimensional sensor systems for intelligent robotics [8][9]

证券日报网12月25日讯 ，华蓝集团在接受投资者提问时表示，公司于2022年成立广东华蓝能源开发有 限公司，专注于清洁能源电站的开发、建设和运营。2025年上半年，广东华蓝能源开发有限公司投资类 分布式光伏发电项目已全部建设完成，并重点拓展分布式光伏项目工程承包业务，新签EPC项目合同额 1585.4万元。 （编辑 袁冠琳） ...

（文章来源：证券日报） 证券日报网12月25日讯 ，华蓝集团在接受投资者提问时表示，公司成立了国际业务事业部，设立了柬 埔寨办事处，重点开拓柬埔寨、老挝等东南亚国家市场。另外，公司在巴基斯坦、哈萨克斯坦等国家也 在陆续开展业务。未来，公司还将加大"走出去"的力度。 ...

（文章来源：证券日报） 证券日报网12月25日讯 ，华蓝集团在接受投资者提问时表示，公司围绕建筑设计、国土空间规划、工 程总承包等服务领域，深耕数字化新型业务，公司研发出AI+BIM技术、AI+建筑设计、AI+规划设计、 AI辅助审图等系列数字化产品，从多个维度构建起公司显著的数字化产品与服务竞争优势。 ...