智通财经APP讯，华蓝集团(301027.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 2350万元至4650万元;扣除非经常性损益后的净亏损1750万元至3450万元。 ...

南财智讯1月23日电，华蓝集团发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-4650万元～-2350万元；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-3450万 元～-1750万元，。归属于上市公司股东的净利润为净亏损，主要原因为：1.2025年度各级政府的积极 化债措施虽然对公司应收账款回收起到了一定的积极作用，但公司应收账款总额依然较大且账龄逐步增 长，导致计提的信用减值损失金额持续增加。2.根据《企业会计准则第13号——或有事项》的相关规 定，公司由于诉讼事项计提预计负债，对归属于上市公司股东的净利润的影响金额范围约为600万元～ 1,400万元，诉讼事项计提的预计负债对应的损益计入非经常性损益。 ...

证券代码：301027 证券简称：华蓝集团 公告编号：2026-007 华蓝集团股份公司 2025 年度业绩预告 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 | -4,650 | ～ | -2,350 | -1,379.6 | | 扣除非经常性损益后的净利润 | -3,450 | ～ | -1,750 | -2,042.6 | 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据未经注册会计师审计。公司已就本次业绩预告有关事项与年报审计 会计师事务所进行了预沟通，公司与会计师事务所在本次业绩预告方面不存在分歧。 三、业绩变动原因说明 1.2025 年度各级政府的积极化债措施虽然对公司应收账款回收起到了一定的积极作用，但公司应 收账款总额依然较大且账龄逐步增长，导致计提的信用减值损失金额持续增加。 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 ...

Group 1 - The engineering consulting services sector increased by 0.64% on January 23, with Zhaobiao Co. leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Zhaobiao Co. saw a closing price of 19.24, with a rise of 5.48% and a trading volume of 163,200 shares, amounting to a transaction value of 309 million yuan [1] Group 2 - The engineering consulting services sector experienced a net outflow of 401 million yuan from institutional funds, while retail investors saw a net inflow of 446 million yuan [2] - The top gainers in the sector included Litu Chuan Zhi, which rose by 4.77% to a closing price of 77.99, and Suzhou Planning, which increased by 3.88% to 26.49 [1][2] - The sector's overall trading volume and transaction values indicate active market participation, with significant movements in individual stocks [1][2]

证券代码：301027 证券简称：华蓝集团 公告编号：2026-006 华蓝集团股份公司 关于召开 2026 年第一次临时股东会的提示性公告 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。 华蓝集团股份公司（以下简称"公司"）于 2026 年 1 月 9 日召开第五届董事会第十次会议， 审议通过了《关于提请召开 2026 年第一次临时股东会的议案》，公司定于 2026 年 1 月 26 日在公 司六楼会议室召开 2026 年第一次临时股东会，会议通知已于 2026 年 1 月 10 日披露于巨潮资讯网 （http://www.cninfo.com.cn），现将股东会的相关事项提示如下： 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运作》等法律、行政法规、部门 规章、规范性文件及《公司章程》的有关规定。 （3）公司聘请的见证律师及相关人员； （4）根据相关 ...

Group 1: Accounts Receivable Management - The company's main clients are government departments, public institutions, and government platform enterprises [2] - Accounts receivable impairment is estimated based on expected credit losses, following strict accounting standards [2] - Positive debt resolution measures by the Guangxi Zhuang Autonomous Region government have aided in the recovery of accounts receivable since 2025 [2] Group 2: Business Types and Expansion - The company's design services primarily focus on architectural design, with additional services in land spatial planning, municipal design, and urban renewal [2] - Recent expansions include water conservancy and electrical design, achieving a secondary qualification in the water conservancy engineering design sector [3] - The proportion of contracts from outside Guangxi has been increasing, with 22% of contracts in the first half of 2025 coming from outside the region [3] Group 3: International Business Development - The company has established an international business division and opened an office in Cambodia to explore markets in Southeast Asia, including Laos [3] - Business operations are also being developed in countries like Pakistan and Kazakhstan, with plans to enhance international outreach [3] Group 4: Investor Relations Activity - The investor relations activity was conducted on January 21, 2026, with representatives from Guangfa Securities present [2] - The meeting involved thorough communication with investors, adhering to regulations without disclosing any significant undisclosed information [3]

Market Overview - The engineering consulting services sector experienced a decline of 0.27% on January 19, with Huatuo Shanding leading the drop [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Top Performers - Hopu Co., Ltd. (301024) closed at 38.01, with an increase of 2.90% and a trading volume of 10,100 lots, totaling 37.81 million yuan [1] - Chaoao Planning (300989) closed at 16.58, up 2.73% with a trading volume of 53,900 lots, amounting to 88.47 million yuan [1] - COFCO Technology (301058) closed at 11.72, rising by 2.54% with a trading volume of 140,800 lots, totaling 164 million yuan [1] Underperformers - Lituchuanxie (300492) closed at 88.20, down 4.48% with a trading volume of 30,000 lots, totaling 267 million yuan [2] - Shenzhen Urban Transport (301091) closed at 27.17, down 3.24% with a trading volume of 122,300 lots, amounting to 334 million yuan [2] - Zhubo Design (300564) closed at 16.78, down 3.01% with a trading volume of 49,400 lots, totaling 83.43 million yuan [2] Capital Flow - The engineering consulting services sector saw a net outflow of 183 million yuan from institutional investors, while retail investors had a net inflow of 198 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types, with institutional investors pulling back while retail investors increased their positions [2][3] Individual Stock Capital Flow - Huajian Group (600629) had a net inflow of 22.49 million yuan from institutional investors, while retail investors saw a net outflow of 29.86 million yuan [3] - Zhongshe Consulting (920873) experienced a net inflow of 16.76 million yuan from institutional investors, with a minor net inflow from retail investors [3] - Shanshui Bide (300844) had a net inflow of 14.83 million yuan from institutional investors, but a significant net outflow of 14.25 million yuan from retail investors [3]

Group 1 - The core point of the news is that Hualan Group's stock has experienced a decline of 2.3% on January 14, with a total market value of 2.933 billion yuan and a cumulative drop of 7.21% over the past four days [1] - Hualan Group, established on May 9, 2012, and listed on July 15, 2021, is based in Nanning, Guangxi, and primarily engages in engineering design, land space planning, general contracting management, and consulting services [1] - The revenue composition of Hualan Group includes 60.98% from engineering design, 21.39% from other main businesses (such as power generation and review services), 7.22% from urban planning, 6.09% from consulting services, 2.78% from engineering management, and 1.55% from other business income [1] Group 2 - From the perspective of major fund holdings, one fund under Furong Fund has Hualan Group as a significant investment, with 57,800 shares held, accounting for 0.67% of the fund's net value, making it the second-largest holding [2] - The fund, Furong Fuyou Mixed A (012876), has incurred a floating loss of approximately 27,200 yuan today and a total floating loss of 89,600 yuan during the four-day decline [2] - Furong Fuyou Mixed A was established on December 27, 2021, with a latest scale of 2.6047 million yuan, and has achieved a year-to-date return of 5.88% and a one-year return of 64.22% [2]

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering industry [11] Core Insights - China is accelerating its satellite constellation application to secure scarce orbital resources, with over 200,000 satellite frequency resources applied for by December 2025 [2][6] - The urgency of securing orbital resources is highlighted by the "first come, first served" rule established by the International Telecommunication Union (ITU) [7] - Recent catalysts in new productive forces suggest investment opportunities in construction and new sectors [9] Summary by Sections Industry Overview - The report discusses the rapid growth of China's satellite constellation plans, with significant applications from various organizations, including the Wireless Radio Innovation Institute and China Mobile [6][7] - The urgency of securing orbital resources is emphasized, as failure to deploy satellites within specified timeframes could lead to loss of rights and potential service disruptions [7] Market Performance - The Shanghai Composite Index rose by 3.82%, while the Longjiang Construction Engineering Index increased by 5.34%, indicating strong market performance in the construction sector [20] - Various sub-sectors within construction have shown different performance metrics, with steel structure and other specialized engineering sectors leading in growth [20] Investment Opportunities - Companies like Shanghai Port and the Wireless Radio Innovation Institute are highlighted for their innovative projects, such as perovskite batteries for satellites and drones, which could drive future growth [9] - The semiconductor sector is also noted for potential growth due to increased capital expenditure, with specific companies recommended for investment [9] Key Data Updates - The construction industry's PMI for December 2025 was reported at 52.8%, indicating a slight decrease year-on-year but an increase month-on-month [44] - Fixed asset investment in November 2025 was 3.5 billion, showing a year-on-year decrease of 12.0% [44][50] - Real estate development investment for November 2025 was reported at 0.5 trillion, down 30.3% year-on-year, indicating challenges in the real estate sector [56]

证券代码：301027 证券简称：华蓝集团 公告编号：2026-003 华蓝集团股份公司 关于召开 2026 年第一次临时股东会的通知 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、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运作》等法律、行政法规、部门 规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 01 月 26 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 01 月 26 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为 2026 年 01 月 26 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2026 年 01 ...