Zheng Quan Shi Bao·2025-08-04 18:39Group 1 - Tibet Tianlu (600326) reduced its stake in China Power Construction (601669) and achieved a net investment gain of 45.75 million yuan [2] - Since July, both Tibet Tianlu and China Power Construction have seen significant stock price increases, with Tibet Tianlu rising by 104% and China Power Construction by 33% [2][4] - The sale involved 25 million shares of China Power Construction, generating a total transaction amount of 184 million yuan, excluding transaction fees [2] Group 2 - The average transaction price for the shares sold by Tibet Tianlu was 7.35 yuan per share, while the average price over the past 20 trading days was 6.84 yuan per share [2] - The transaction amount represented 4.78% of Tibet Tianlu's most recent annual net assets, and the net profit impact for the current period is approximately 45.75 million yuan [2][3] - Tibet Tianlu's main securities investment project is its stake in China Power Construction, which was initially acquired at 6.44 yuan per share [3] Group 3 - The reduction in stake is part of Tibet Tianlu's strategy to further integrate its asset structure and focus on its core business [3] - The infrastructure sector is expected to benefit from large-scale projects such as hydropower stations and cross-sea bridges, which are anticipated to boost demand for construction materials [4] - Various institutions are optimistic about the potential of major infrastructure projects during the 14th Five-Year Plan period, with significant investments planned in regions like the Greater Bay Area and the Yangtze River Delta [4]