招标股份公告，公司股东福建省健坤德行资产管理有限责任公司持有公司股份66.86万股，占公司总股 本0.24%，拟自公告披露之日起15个交易日后的3个月内，通过集中竞价、大宗交易等方式减持不超过 16.71万股，占公司总股本0.06%。其中，公司董事林超先生计划在上述期间通过健坤德行减持其间接持 有的股份不超过16.71万股，不超过其持股总数的25%。 ...

证券代码：301136 证券简称：招标股份 公告编号：2026-007 持有公司股份 668,600 股（占公司总股本比例 0.24%）的股东福建省健坤德行 资产管理有限责任公司（以下简称"健坤德行"）计划在本公告披露之日起 15 个 交易日后的 3 个月内以集中竞价、大宗交易等方式（窗口期不减持）减持其所持 有的公司股份不超过 167,150 股（占公司总股本比例 0.06%）。其中公司董事林超 先生计划在健坤德行本次减持期间内，通过健坤德行减持其间接持有的公司股份 不超过 167,150 股（截至本公告披露之日，公司董事林超先生通过健坤德行间接 持有公司股份 668,600 股，持股数量占公司总股本比例为 0.24%。本次拟减持数量 不超过其持有公司股份总数的 25%）。 （一）减持计划 1、减持原因：股东自身资金需求。 2、减持股份来源：公司首次公开发行股票前持有的股份及公司首次公开发行 股票前间接持有并通过非交易过户的股份。 3、减持方式：集中竞价交易、大宗交易等法律法规允许的方式。 4、减持数量和比例：健坤德行本次拟减持股份不超过 167,150 股，占公司总 股本比例 0.06%。其中公司董事林超 ...

Core Viewpoint - The stock price fluctuations of the company are influenced by multiple factors including macroeconomic environment, industry trends, and market sentiment, leading to a certain level of short-term uncertainty [2] Group 1: Shareholder Actions - The reduction in shareholding by shareholders is primarily based on their own financial planning needs and will not affect the company's governance structure or normal operations [2] - The company emphasizes its commitment to shareholder returns and has consistently implemented a stable cash dividend policy since its listing, whenever conditions permit [2] Group 2: Future Outlook - The company will continue to focus on its core business and strive to enhance operational quality and profitability to better reward the support of its investors [2]

Group 1 - The company's stock price fluctuations are influenced by multiple factors including macroeconomic environment, overall industry trends, and market sentiment [1] - There is a certain level of uncertainty regarding the company's short-term performance [1] - The company confirms that there is no significant information that should be disclosed but has not been, nor is there any insider information leakage or market manipulation [1]

证券日报网讯1月15日，招标股份（301136）在互动平台回答投资者提问时表示，海丝星座为遥感星 座，侧重海洋经济、区域治理、城市运营等多场景落地。 ...

Core Viewpoint - The engineering consulting services sector experienced a slight decline of 0.29% on January 15, with Guangzi International leading the drop. The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index rose by 0.41% to 14306.73 [1]. Group 1: Stock Performance - The top-performing stocks in the engineering consulting services sector included: - Zhuhai Design (300564) with a closing price of 17.89, up 9.09% on a trading volume of 135,400 shares and a transaction value of 235 million [1]. - Jian Design (300668) closed at 32.03, up 4.33% with a trading volume of 79,700 shares and a transaction value of 257 million [1]. - Taiji Industry (600667) closed at 8.60, up 3.86% with a trading volume of 1,216,400 shares and a transaction value of 1.029 billion [1]. - Conversely, the stocks that faced declines included: - Guangzi International (920892) closed at 17.43, down 7.78% with a trading volume of 38,800 shares and a transaction value of 69.62 million [2]. - Bidding Co. (301136) closed at 19.93, down 6.96% with a trading volume of 204,500 shares and a transaction value of 410 million [2]. - Qingduan Technology (920208) closed at 26.71, down 5.25% with a trading volume of 41,300 shares and a transaction value of 111 million [2]. Group 2: Capital Flow - The engineering consulting services sector saw a net inflow of 60.51 million from institutional investors, while retail investors contributed a net inflow of 9.76 million. However, speculative funds experienced a net outflow of 70.27 million [2][3]. - The capital flow for specific stocks showed: - Taiji Industry (600667) had a net inflow of 139 million from institutional investors, but a net outflow of 43.13 million from speculative funds and 96.26 million from retail investors [3]. - Huajian Group (600629) recorded a net inflow of 56.37 million from institutional investors, with net outflows from both speculative and retail investors [3].

证券代码：301136 证券简称：招标股份 公告编号：2026-006 福建省招标股份有限公司（以下简称"公司"、"招标股份"）于 2025 年 1 2 月 17 日在巨潮资讯网披露了《关于控股股东减持股份预披露公告》（公告编号： 2025-061），公司控股股东福建省招标采购集团有限公司（以下简称"招标集团"） 计划在减持计划相关公告披露之日起 15 个交易日后的 3 个月内以集中竞价、大宗 交易等方式减持公司股份不超过 8,256,144 股（占公司总股本的 3%）。 福建省招标股份有限公司 董事会 2026 年 1 月 13 日 公司于近日收到公司控股股东及其一致行动人出具的《关于持股比例变动触 及 1%整数倍的告知函》。2026 年 1 月 12 日，招标集团通过集中竞价方式减持公 司股份 2,432,392 股。本次权益变动后，公司控股股东招标集团及其一致行动人福 建省六一八产业发展有限公司（以下简称"六一八发展"）合计持有公司股份比 例由 54.40%下降至 53.51%，变动触及 1%的整数倍。现将具体情况公告如下： | 1. 基本情况 | | | --- | --- | | 信息披露义务人 1 ...

从资金流向上来看，当日数字经济板块主力资金净流出255.8亿元，游资资金净流入42.67亿元，散户资 金净流入213.13亿元。数字经济板块个股资金流向见下表： 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。 证券之星消息，1月13日数字经济板块较上一交易日下跌2.02%，招标股份领跌。当日上证指数报收于 4138.76，下跌0.64%。深证成指报收于14169.4，下跌1.37%。数字经济板块个股涨跌见下表： ...

Core Viewpoint - The engineering consulting services sector experienced a decline of 1.85% on January 13, with 招标股份 leading the drop. The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1]. Group 1: Market Performance - The engineering consulting services sector saw significant individual stock movements, with 深圳瑞捷 rising by 10.92% to a closing price of 21.84, and 招标股份 falling by 12.41% to 21.32 [1][2]. - The total net outflow of main funds in the engineering consulting services sector was 441 million yuan, while retail investors saw a net inflow of 435 million yuan [2]. Group 2: Stock Details - Notable gainers included 中设咨询, which increased by 5.01% to 8.60, and 深水规院, which rose by 3.58% to 25.19 [1]. - Major losers included 中衡设计, which decreased by 9.98% to 13.17, and 深城交, which fell by 4.31% to 27.54 [2]. Group 3: Fund Flow Analysis - The main net inflow for 深水规院 was 30.12 million yuan, while 深圳瑞捷 experienced a net outflow of 27.89 million yuan [3]. - The retail net inflow for 中诚咨询 was 930.19 million yuan, indicating strong interest from retail investors despite overall sector declines [3].

Core Insights - The chemical industry is expected to experience a recovery in profitability in 2026, marking a new starting point for supply-demand rebalancing, driven by anti-involution policies and advancements in new productive forces such as AI and robotics [2][5]. Group 1: Industry Overview - The chemical industry faced a downturn in profitability and valuation in 2025, but signs of stabilization and recovery are anticipated in 2026 [2]. - The peak of capital expenditure in the chemical sector has passed, with fixed asset investment turning negative in the second half of 2025, indicating the end of the capacity expansion cycle [5][14]. - The Producer Price Index (PPI) for chemicals is expected to gradually turn positive in 2026 after a prolonged period of decline [14]. Group 2: Investment Themes - Capital expenditure is decreasing, and leading companies like Wanhua Chemical are expected to see a recovery in profitability as they reduce capital spending and increase their global market share in MDI [5]. - The anti-involution policy is reshaping supply dynamics, with a focus on quality development and the exit of outdated capacities, benefiting companies with innovative capabilities and export advantages [5]. - New materials are driving demand growth in traditional chemicals, with companies like Dinglong Technology and Anji Technology positioned to benefit from domestic substitution in high-end materials [5]. Group 3: Market Dynamics - Chemical prices have been under pressure, with the chemical product price index declining approximately 8.8% in 2025, but stock prices in the sector have rebounded by 33.3% [10][16]. - The operating rates of mainstream chemical products are showing signs of weakness, with inventory levels varying significantly across different products [17][18]. - The supply-demand balance for phosphate rock remains tight, with stable prices for high-grade phosphate rock, while the market for phosphate fertilizers is influenced by policy and demand fluctuations [46][43]. Group 4: Global Trends - The global chemical supply is shifting towards China, which has become the largest chemical producer, while European chemical production faces challenges due to high energy costs [31][33]. - The restructuring of supply chains due to tariff disturbances is prompting companies to adapt, with a focus on overseas expansion for leading chemical firms [26][22]. - The anti-involution policies are expected to enhance industry cash flow and promote sustainable development by curbing disorderly expansion and prioritizing profitability [40].