Group 1 - The core transaction involved Suzhou Planning, with a total of 300,000 shares traded, amounting to 6.228 million yuan, which represents 5.58% of the total trading volume for the day [1] - The transaction price was set at 20.76 yuan per share, reflecting an 11.73% discount compared to the market closing price of 23.52 yuan [1] Group 2 - The trading date for the transaction was October 22, 2025, with the stock code 301505 for Suzhou Planning [2] - Multiple brokerage firms were involved in the transaction, including CITIC Securities and Changjiang Securities, with the total transaction amounting to 207.60 million yuan [2]

Core Points - The engineering consulting services sector experienced a decline of 0.5% on October 17, with Tai Chi Industrial leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Sector Performance - Matrix Co. (301365) saw a significant increase in share price, closing at 26.03 with a rise of 11.53% and a trading volume of 231,400 shares, amounting to a transaction value of 582 million [1] - Other notable gainers included: - Zhongheng Design (603017) at 10.66, up 4.61% [1] - Youan Design (300983) at 24.51, up 3.77% [1] - Tai Chi Industrial (600667) led the declines, closing at 7.86, down 6.09% with a trading volume of 1,160,000 shares and a transaction value of 931 million [2] - Other significant decliners included: - China Ruilin (603257) at 70.39, down 5.86% [2] - Suzhou Planning (301505) at 21.89, down 5.77% [2] Capital Flow - The engineering consulting services sector saw a net outflow of 209 million from institutional investors, while retail investors contributed a net inflow of 212 million [2] - The capital flow for key stocks showed: - Matrix Co. had a net outflow of 35.93 million from institutional investors [3] - Zhongheng Design experienced a net inflow of 21.43 million from institutional investors [3] - Tongji Technology (600846) had a net inflow of 18.91 million from institutional investors [3]

Investment Rating - The report maintains an "Outperform" rating for the construction and decoration industry, indicating an expected performance that exceeds the broader market index [3][13]. Core Insights - The Shanghai Municipal Economic and Information Commission has released an action plan aimed at the high-quality development of the smart terminal industry, targeting a total scale exceeding 300 billion yuan by 2027, with the goal of establishing over three globally influential consumer-grade terminal brands and nurturing two leading enterprises [1]. - The report highlights the potential benefits for companies such as Roman Holdings, Pudong Construction, and Suzhou Planning, which are expected to capitalize on the growth of the smart terminal industry and related sectors [1][8]. - The action plan emphasizes the enhancement of intelligent computing terminal scales and the development of products supporting lightweight inference for large models, which is anticipated to drive significant growth in the computing power industry in Shanghai and the Yangtze River Delta region [1]. Summary by Sections Smart Terminal Industry Development - The action plan aims for the smart terminal industry in Shanghai to surpass 300 billion yuan by 2027, with specific targets for artificial intelligence computing devices [1]. - The report anticipates a compound annual growth rate (CAGR) of 27% for the smart computing center market in China from 2023 to 2028, with Shanghai positioned as a leading high-tech area [1]. Collaboration with Low-altitude Economy - The report discusses the synergy between low-altitude economy and computing power business, suggesting that advancements in satellite internet terminal products could enhance applications in various fields [1]. - It posits that increased low-altitude flight frequency will necessitate more AI computing power for task prioritization and optimal flight routing, benefiting related enterprises [1]. Beneficiary Companies - Three categories of companies in the Yangtze River Delta construction and building materials sector are identified as potential beneficiaries: 1. Construction companies expanding into computing power business, with recommendations for Roman Holdings and Pudong Construction [8]. 2. Low-altitude facility design and operation companies, including Suzhou Planning and others [8]. 3. Companies likely to benefit from AI-enabled production and entertainment asset operations, such as Zhi Te New Materials [8].

最新公告列表 截至2025年10月15日收盘，苏州规划（301505）报收于23.65元，较前一交易日上涨2.34%，最新总市值 为27.06亿元。该股当日开盘23.11元，最高23.9元，最低23.04元，成交额达7128.41万元，换手率为 4.07%。 公司近日发布关于筹划发行股份及支付现金购买资产并募集配套资金事项的进展公告。公告显示，苏州 规划设计研究院股份有限公司正在筹划发行股份及支付现金购买资产并募集配套资金事项，拟向张宁等 21名交易对方购买北京东进航空科技股份有限公司100%股份，并向不超过35名特定投资者发行股份募 集配套资金。本次交易预计不构成重大资产重组、不构成关联交易、不构成重组上市。公司股票自2025 年7月2日起停牌，7月15日复牌并披露预案。截至2025年10月15日，相关审计、评估、法律尽职调查等 工作尚未完成，公司正积极推进各项工作。本次交易尚需公司再次召开董事会审议、股东大会批准、深 交所审核通过及证监会同意注册等程序，能否获批及时间存在不确定性。公司已多次披露事项进展，将 持续履行信息披露义务。 《关于筹划发行股份及支付现金购买资产并募集配套资金事项的进展公告》 以上内 ...

证券日报网讯 10月15日晚间，苏州规划发布公告称，公司拟通过发行股份及支付现金的方式向张宁等 21名交易对方购买其持有的北京东进航空科技股份有限公司100%股份，并向不超过35名特定投资者发 行股份募集配套资金。本次交易预计不构成重大资产重组、不构成关联交易、不构成重组上市。截至本 公告披露之日，本次交易涉及的相关审计、评估、法律尽职调查等工作尚未完成，公司以及有关各方正 在积极推进本次交易的相关工作。待相关工作完成后，公司将再次召开董事会审议本次交易的相关事 项。公司将根据本次交易事项的进展情况，严格按照相关法律法规、规范性文件的要求及时履行信息披 露义务。 （文章来源：证券日报） ...

证券代码：301505 证券简称：苏州规划 公告编号：2025-080 苏州规划设计研究院股份有限公司 关于筹划发行股份及支付现金购买资产并募集配套资金事 项的进展公告 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、苏州规划设计研究院股份有限公司（以下简称"公司"）正在筹划发行 股份及支付现金购买资产并募集配套资金事项（以下简称"本次交易"），已于 2025年7月15日披露了《苏州规划设计研究院股份有限公司发行股份购买资产并 募集配套资金预案》（以下简称"预案"），并对涉及的风险因素及尚需履行的 程序进行了详细说明，公司将根据本次交易事项的进展情况，严格按照相关法律 法规、规范性文件的要求及时履行信息披露义务。敬请广大投资者关注公司后续 公告并注意投资风险。 2、本次交易涉及的相关审计、评估等工作尚未完成，且尚需履行多项审批 程序方可实施，包括但不限于公司再次召开董事会审议、召开股东大会审议批准 本次交易的正式方案、深圳证券交易所审核通过及中国证券监督管理委员会同意 注册等。本次交易能否获得上述相关部门的批准，以及最终获得批准的时间均存 在不 ...

10月14日，苏州规划大宗交易成交19.4万股，成交额401.78万元，占当日总成交额的3.93%，成交价20.71元，较市场收盘价 23.14元折价10.5%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交軍 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-10-14 | 301505 | 苏州规划 | 20.71 | 9.70 | 200.89 | 中信证券股份有限 | 长江证券股份有限 | | | | | | | | 公司北京上地证券 | 公司深圳分公司 | | | | | | | | 营业部 | | | 2025-10-14 | 301505 | 苏州规划 | 20.71 | 9.70 | 200.89 | 华泰证券股份有限 | 长江证券股份有限 | | | | | | | | 公司广州云城东路 | 公司深圳分公司 | | | | | | | | 证券营业部 | | ...

证券代码：301505 证券简称：苏州规划 公告编号：2025-078 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1、苏州规划设计研究院股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第五届董事会第四次会议和第五届监事会第四次会议，分别审议通 过了《关于 2025 年半年度利润分配预案的议案》。2025 年度中期分红安排已经 2024 年年度股东大会授权，因此本议案无需提请股东大会审议。 2、根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等 相关规定，公司通过回购专用证券账户持有的公司股份 1,083,933 股不享有参与 利润分配的权利。现以公司总股本 114,399,991 股剔除回购专用证券账户股份 1,083,933 股后的 113,316,058 股为基数，向全体股东每 10 股派发现金红利 0.30 元（含税），总计派发现金股利人民币 3,399,481.74 元（含税）。本次不进行 送股及资本公积转增股本。 3、本次权益分派实施后，按公司总股本（含回购专用证券账户持有股份） 折算每股现金 ...

苏州规划设计研究院股份有限公司 证券代码：301505 证券简称：苏州规划 公告编号：2025-079 关于回购公司股份的进展公告 | 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 | | --- | | 记载、误导性陈述或者重大遗漏。 | 二、其他说明 公司回购股份的时间、回购股份的数量、回购股份价格及集中竞价交易的委 托时段均符合《深圳证券交易所上市公司自律监管指引第9号——回购股份》等 法律法规的相关规定： 1、公司未在下列期间内回购公司股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项 发生之日或者在决策过程中，至依法披露之日内； 苏州规划设计研究院股份有限公司（以下简称"公司"）于2025年4月22日召 开了第四届董事会第十八次会议，审议通过了《关于回购公司股份方案的议案》， 将使用自有资金或自筹资金以集中竞价交易的方式回购公司股份（以下简称"本 次回购"），用于实施股权激励计划或员工持股计划，回购股份的种类为公司发 行的人民币普通股（A股）。本次回购股份资金总额不低于人民币1500万元（含 本数）且不超过人民币3000万元（含本数），回购股份价格不超过 ...

Group 1 - The company announced the acquisition of 80% equity in Kunshan Development Zone Architectural Design Institute Co., Ltd. [1] - The total equity assessment value of Kunshan Architectural Design as of April 30, 2025, was 8.3172 million yuan [1] - The company will use its own funds to acquire the 80% equity through a public bidding process [1] Group 2 - The confirmed transaction price for the acquisition was 6.65374 million yuan [1] - The company received a transaction confirmation letter from Suzhou Property Rights Exchange Center [1]