Xin Lang Cai Jing·2025-06-22 08:38Group 1: Market Performance - The SW Construction Decoration Index decreased by 2.24%, while the CSI 300 Index fell by 0.45%, resulting in a relative return of -1.79 percentage points [1] - The top three sub-industries with the largest weekly declines were state-owned infrastructure enterprises (-1.54%), national infrastructure enterprises (-1.68%), and private infrastructure enterprises (-2.07%) [1] - The top three sub-industries with the highest annual growth were ecological landscaping (+10.84%), decorative curtain walls (+7.86%), and specialized engineering (+3.82%) [1] Group 2: Company Performance - The top five individual stocks with the highest weekly gains were Shen Shui Institute (+15.45%), ST Jiao Investment (+7.1%), Chengdu Road and Bridge (+6.51%), Huilv Ecology (+6.49%), and Shikong Technology (+6.29%) [1] - The bottom five individual stocks with the largest weekly declines were Zhi Te New Materials (-18%), Ao Ya Shares (-17.6%), Huo Pu Shares (-11.78%), Zhenhai Shares (-11.25%), and ST Hua Wang (-10.71%) [1] Group 3: Industry Changes - National Bureau of Statistics reported that from January to May 2025, national fixed asset investment increased by 3.7% year-on-year, manufacturing investment rose by 8.5%, and infrastructure investment (full caliber) grew by 10.4% [2] - Infrastructure investment (excluding electricity) increased by 5.6%, while real estate investment decreased by 10.7% [2] Group 4: Key Company Developments - China National Chemical Engineering signed a business contract for the second phase of a 500,000-ton soda ash plant project in Kazakhstan, with a total amount of $337 million, accounting for 19.8% of the company's 2024 revenue [2] - China Chemical's new contracts signed from January to May 2025 totaled 150.8 billion yuan, a year-on-year decrease of 9.92% [2] Group 5: Investment Recommendations - The industry is currently weak, but regional investments may gain elasticity with the deepening of national strategic layouts [2] - Recommended undervalued state-owned enterprises include China Chemical, China Railway, and China Railway Construction, with a focus on China Communications Construction and China Metallurgical Group [2] - Recommended private enterprises include Zhi Te New Materials and Honglu Steel Structure, with a focus on Zhongyan Dadi, Shenzhen Ruijie, and Huayang International [2]