一、股票交易异常波动的具体情况 深圳市水务规划设计院股份有限公司（以下简称"公司"）股票（证券简称： 深水规院，证券代码：301038）于2025年7月29日、7月30日连续两个交易日收盘价 格涨幅偏离值累计超过30%，根据《深圳证券交易所交易规则》的有关规定，属于 股票交易异常波动的情形。 二、公司关注并核实相关情况 针对公司股价异常波动，公司对有关事项进行了核查，并通过通讯等方式向公 司控股股东就相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 证券代码：301038 证券简称：深水规院 公告编号：2025-022 深圳市水务规划设计院股份有限公司 关于股票交易异常波动公告 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。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息； 四、风险提示 3、近期公司经营情况正常，内外部经营环境不存在已发生或预计将要发生的 重大变化； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事 项，也不存在处于筹划阶段的重大事项； ...

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]

Group 1 - The Yarlung Zangbo River downstream hydropower project is expected to significantly boost infrastructure investment and improve the development environment in central and western China [1] - The project, with a total investment of approximately 1.2 trillion yuan, represents 88.7% of China's total water conservancy investment for 2024 and is six times the annual investment amount for Tibet [1] - The project is anticipated to drive regional economic growth, promote clean energy development, and enhance water resource utilization [1] Group 2 - The Yarlung Zangbo project will utilize a unique development approach involving underground construction and the establishment of five tiered power stations, leveraging a height difference of 2000 meters for power generation [2] - The newly established China Yajiang Group aims to ensure the smooth construction and operation of the project, positioning it as a landmark engineering project with Chinese characteristics [2] - Various sectors, including hydropower construction, tunnel excavation, explosives, electrical equipment, foundation treatment, and building materials, are expected to benefit from the project's construction challenges [2]

Market Overview - The indices continued to rise collectively, with a significant drop in the morning followed by a recovery in sentiment in the afternoon [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 0.33%, 0.64%, and 1.86% respectively, with over 3,000 stocks declining and more than 2,200 stocks rising [4] Optimizing Fertility - The "Implementation Plan for Childcare Subsidy System" was officially launched, providing annual subsidies of 3,600 yuan per child for children under three years old starting January 1, 2025 [8] - The fertility optimization sector saw a collective high opening but ended with a "high open low close" trend, with the sector rising by only 0.18% after an initial surge [9][10] - Stocks like Beiyinmei and Aiyingshi opened strongly but fell significantly, while stocks in the dairy sector also experienced a similar pattern [10] Yajiang Hydropower Station - The Yajiang Hydropower Station saw a rebound in the afternoon, with stocks like Xining Special Steel and Tibet Tianlu hitting the daily limit [15] - The Yajiang Hydropower concept stocks rose over 2% by the end of the day, indicating a recovery in investor interest [14] Stablecoin Sector - The stablecoin concept stocks experienced a partial rebound, with companies like Hengbao Co. and Sifang Jichuang showing strong performance [19] - The sector had been quiet for about two weeks but is now looking for a significant catalyst to revive interest [21] Guotou Intelligent - Guotou Intelligent saw a significant rise, closing up over 18.5%, attributed to news regarding a special action by the Internet Information Office [25] - The company is reportedly working on AI fraud prevention services, with a potential market space exceeding 120 billion yuan if it covers 1 billion smartphone users [28]

资金流向方面，今日该股主力资金净流出86.71万元，其中，特大单净流出1454.17万元，大单资金净流入1367.46万元。近5日主力资金净流出 2392.85万元。（数据宝） （原标题：深水规院7月29日龙虎榜数据） 深水规院今日涨停，全天换手率16.88%，成交额10.52亿元，振幅19.52%。龙虎榜数据显示，机构净卖出133.48万元，营业部席位合计净卖出 967.34万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出133.48万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.12亿元，其中，买入成交额为5029.23万元，卖出成交额为6130.05万元，合计净 卖出1100.83万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买一、卖一，买入金额1385.55万元，卖出金额1519.03万元，合计净卖出133.48 万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨3.93%，上榜后5日平均涨12.33%。 (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近五日涨跌：4.37% 深水规院7月29日交易公开 ...

Group 1 - The core viewpoint of the news is the significant stock price surge of Shenzhen Water Planning Institute (深水规院), driven by the renewed interest in the "Yarlung Tsangpo River Hydropower" concept, with the stock hitting a 20% limit up and achieving a cumulative increase of over 90% since July 21 [2][5][6] - As of the close on July 29, the company's stock price was reported at 30.67 yuan per share, with a total market capitalization of 6.842 billion yuan and a trading volume of 1.052 billion yuan [2][3] - The company specializes in providing surveying, design, planning consulting, and project management services for water engineering, holding various qualifications in the water conservancy and hydropower sectors [2][5] Group 2 - In terms of financial performance, the company reported total operating revenue of 855 million yuan for 2024, reflecting a year-on-year growth of 11.14%, while net profit attributable to shareholders surged by 278.10% to 52.83 million yuan [5] - However, the first quarter of the current year showed a decline in performance, with total operating revenue of 96.52 million yuan, down 11.40% year-on-year, and a net loss of 29.46 million yuan, a decrease of 125.25% compared to the same period last year [5] - The company has experience in water surveying and design, particularly in relation to the Yarlung Tsangpo River hydropower project, which has a total investment of approximately 1.2 trillion yuan and aims to construct five hydropower stations with a total installed capacity of 60 to 81 million kilowatts [5][6]

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1.47亿元，游资资金净流入1.22亿元，散户资 金净流入2545.68万元。工程咨询服务板块个股资金流向见下表： 证券之星消息，7月29日工程咨询服务板块较上一交易日上涨0.66%，深水规院领涨。当日上证指数报收 于3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。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) | | --- | --- | --- | --- | --- | --- | | 600629 | 华建集团 | 11.84 | -4.28% | 92.30万 | 11.28亿 | | 301136 | 招标股份 | 12.79 | -3.47% | 11.26万 | + 1.43 Z | | 836208 | 青短技术 | 30.30 | -2.45% | 7.44万 | 2.21 Z | | 300492 | 类图川器 | 66.80 | -2.24% | 1.25万 | 8412.98万 | | 300500 | 启迪设计 | 13.21 | ...

超级水电概念短线拉升，西藏天路午后涨停，西宁特钢、山河智能此前涨停，深水规院涨超10%，基康 技术、高争民爆、保利联合（维权）、中钨高新等涨超5%。 ...

Core Viewpoint - The stock of Shen Shui Gui Yuan has experienced significant volatility, achieving five limit-up days within seven trading days, resulting in a cumulative increase of 90.50% and a turnover rate of 95.18% [2] Trading Performance - As of July 28, the stock recorded a trading volume of 37.04 million shares and a transaction amount of 1.034 billion yuan, with a turnover rate of 16.61% [2] - The stock's performance over the past few days shows fluctuations, with a notable drop of 20.01% on July 25 and a recovery of 20.02% on July 23 [2] Margin Trading Data - The latest margin trading balance for the stock is 144 million yuan, with a financing balance of 144 million yuan, reflecting an increase of 10.08 million yuan or 7.51% from the previous trading day [2] - Over the past week, the margin trading balance has increased by 56.92 million yuan, representing a growth of 65.15% [2] Shareholder Information - As of July 20, the number of shareholders has decreased to 13,193, down by 1,321 or 9.10% from the previous period [2] Financial Performance - The company's Q1 report indicated total revenue of 97 million yuan, a year-on-year decline of 11.40%, and a net profit of -29 million yuan, representing a year-on-year decrease of 125.25% [2]

Core Viewpoint - The commencement of the Yarlung Tsangpo River downstream hydropower project has significantly boosted the stock price of Shenzhen State-owned enterprise Shen Shui Gui Yuan, leading to a cumulative increase of 60% over three consecutive trading days [2][3]. Group 1: Project Overview - The Yarlung Tsangpo River downstream hydropower project, inaugurated on July 19, has a total investment of approximately 1.2 trillion yuan, aiming to construct five tiered power stations with an expected installed capacity of 60 to 81 million kilowatts and an annual power generation of 300 billion kilowatt-hours, equivalent to "recreating three Three Gorges" [3]. - The hydropower concept stocks surged collectively, with the Tonghuashun Yarlung Tsangpo hydropower concept index rising by 12.52% on the opening day following the announcement [3]. Group 2: Company Performance - Shen Shui Gui Yuan reported a total operating revenue of 855 million yuan for the year 2024, reflecting a year-on-year growth of 11.14%, and a net profit attributable to shareholders of 52.83 million yuan, which represents a substantial increase of 278.10% [4]. - However, in the first quarter of this year, the company experienced a decline in performance, with operating revenue of 96.52 million yuan, down 11.40% year-on-year, and a net loss attributable to shareholders of 29.46 million yuan, a decrease of 125.25% [4]. Group 3: Market Activity - During the stock price surge of Shen Shui Gui Yuan, institutional and speculative trading activities were prominent, with a net buying of 16.60 million yuan recorded on July 23, including 8.38 million yuan from institutions and 9.91 million yuan from notable speculative traders [6]. - The company confirmed that there were no undisclosed matters that could significantly impact its stock price, ensuring transparency in its trading activities [6].