格隆汇2月24日丨中国核建(601611.SH)公布，公司于2025年10月28日披露了《中国核建股东减持股份计 划公告》，中国信达计划于2025年11月19日至2026年2月18日以集中竞价方式减持其持有的公司股份不 超过3013.83万股。截至2026年2月18日，中国信达通过集中竞价减持803.54万股，占公司总股本的 0.2666%。上述减持计划时间已届满，本次减持计划实施完毕。 ...

证券代码：601611 证券简称：中国核建 公告编号：2026-013 1 大股东持股的基本情况:本次减持计划实施前，中国信达资产管理股份 有限公司（以下简称"中国信达"）持有中国核工业建设股份有限公司 （以下简称"中国核建"或"公司"）股份数量为 309,250,000 股，占 公司总股本的 10.26%。 减持计划的实施结果情况: 公司于 2025 年 10 月 28 日披露了《中国核 建股东减持股份计划公告》（公告编号：2025-066），中国信达计划于 2025 年 11 月 19 日至 2026 年 2 月 18 日以集中竞价方式减持其持有的 公司股份不超过 30,138,342 股。截至 2026 年 2 月 18 日，中国信达通 过集中竞价减持 8,035,400 股，占公司总股本的 0.2666%。上述减持 计划时间已届满，本次减持计划实施完毕。 | 持股比例 | 10.26% | | | --- | --- | --- | | 当前持股股份来源 | IPO | 前取得：309,250,000股 | 上述减持主体无一致行动人。 中国核工业建设股份有限公司 股东减持股份结果公告 本公司董事会、全 ...

中国核建公告称，截至2026年2月18日，股东中国信达减持计划实施完毕。该公司于2025年10月28日披 露减持计划，拟于2025年11月19日至2026年2月18日以集中竞价方式减持不超3013.83万股。实际减持期 间，中国信达通过集中竞价减持803.54万股，占总股本0.2666%，减持价格15.39 - 18.12元/股，减持总金 额1.40亿元。减持后，中国信达持股3.01亿股，占比9.99%。 ...

【中信证券新材料/机械/电新】核电行业重点推荐——高端制造估值重估，短期业绩高增远期空间广阔 ‼核心观点：①核电为低位、低估值、高科技属性大容量板块，同时国内外利好催化密集；②大部分标的长期估值 受限，但短期板块将业绩高增，同时四代堆/小堆/核应用/出口/乏燃料将贡献增量；③聚变资本开支基准有望迎事 件切换，大幅拔高远期估值。 ‼高利润率高成长，估值长期受限。 25年我国核 【中信证券新材料/机械/电新】核电行业重点推荐——高端制造估值重估，短期业绩高增远期空间广阔 ‼核心观点：①核电为低位、低估值、高科技属性大容量板块，同时国内外利好催化密集；②大部分标的长期估值 受限，但短期板块将业绩高增，同时四代堆/小堆/核应用/出口/乏燃料将贡献增量；③聚变资本开支基准有望迎事 件切换，大幅拔高远期估值。 ‼高利润率高成长，估值长期受限。 25年我国核电发电占比约4.82%，世界平均水平10%，发达国家普遍在20%以上，AI需求引发行业复兴，空间广 阔。 行业壁垒导致核岛核心设备毛利率在30%以上。 在历史业绩稳健增长、毛利率较高的背景下，零部件企业估值提升长期受限，我们认为核心原因是市场对核电"远 期成长"信心不足 ...

Core Viewpoint - The announcements from 15 listed companies during the market pause on the first day of the Lunar New Year indicate a selective market sentiment, suggesting that the post-holiday market will not experience a broad rally but rather a filtering process based on company quality and funding preferences [1][12]. Group 1: Share Reduction Signals - Share reductions are a primary signal, with varying implications based on industry concentration, reduction ratios, and motivations. In sectors like telecommunications, pharmaceuticals, and equipment, shareholder reductions indicate a need for reevaluation of previous gains and valuations [4][11]. - For example, Changjiang Communication's minor reduction of 0.12% in shares of Yangtze Optical Fiber is seen as a non-disruptive action, indicating a neutral market sentiment [4]. - Conversely, Zhejing Pharmaceutical's reduction of approximately 1.04% by actual controllers is linked to personal financial needs, which can trigger emotional reactions from investors despite having minimal direct impact on company operations [4][11]. - In contrast, Zhongheng Communication's sale of 1.95% of treasury shares is viewed as a move to convert stock into usable funds, which may create short-term selling pressure but could be beneficial if the funds are used effectively [5]. Group 2: Asset Disposal and Restructuring - Companies are categorized based on their asset disposal and restructuring announcements. Some are actively shedding burdens to focus on core businesses, while others are forced to sell assets under pressure, indicating operational strain [7]. - Aerospace Changfeng's decision to lower the transfer price of subsidiary shares reflects a struggle to attract buyers, highlighting the challenges in asset liquidation [7]. - Conversely, Hui Green Ecology's major asset restructuring aims to expand through acquisitions, which is generally well-received by the market as it signals growth potential [8]. Group 3: Capital Injections and Financial Adjustments - Companies like Honghe Technology are making significant capital injections, such as a 720 million yuan investment to support ongoing projects, which is perceived positively by the market as it indicates a commitment to growth [9]. - Pinggao Co. is reallocating surplus funds towards core projects, enhancing capital efficiency, which signals a strategic focus on high-return areas [9]. - China Nuclear Engineering's stable contract and revenue performance in January provides a solid foundation for future growth, reinforcing investor confidence [9]. Group 4: Market Sentiment and Stock Performance - The overall market environment remains liquid, with strong expectations for spring activity, but individual stock performances are diverging based on company fundamentals and shareholder actions [3][10]. - Companies facing significant share reductions or asset disposals may experience downward pressure, while those advancing restructuring or capital projects are likely to attract investor interest [11]. - The fluctuations in stock prices, as seen with companies like Roman Shares and Yitian Shares, are driven by market sentiment rather than fundamental changes, indicating that investors should focus on long-term business sustainability rather than short-term volatility [10][11].

Group 1 - The core viewpoint of the news is that China Nuclear Engineering Corporation (601611) reported its operational performance for January 2026, indicating a strong demand for nuclear power construction, which supports its order intake [1] - In January 2026, the company signed new contracts totaling 3.393 billion yuan and achieved a cumulative operating revenue of 7.690 billion yuan, reflecting positive business activity [1] Group 2 - The stock price of China Nuclear Engineering has shown a volatile downward trend over the past week, with a total decline of 1.62% from February 9 to February 13, 2026 [2] - On February 13, 2026, the stock closed at 15.15 yuan, experiencing a single-day drop of 2.32%, while the construction and decoration sector saw a slight decline of 0.59% during the same period [2] - On February 13, 2026, there was a net outflow of 40.7469 million yuan in main funds, indicating an unclear trend in institutional investment [2]

转自：新闻中心 会议以现场和视频相结合的方式召开，各中央企业党委（党组）书记、专职副书记及有关部门负责同 志，驻国务院国资委纪检监察组、国务院国资委有关厅局负责同志参加会议。 【责任编辑：家正】 2月13日，国务院国资委党委召开2025年度中央企业党委（党组）书记党建工作述职会议。国务院国资 委党委书记、主任张玉卓主持会议并讲话，强调要全面贯彻党的二十大和二十届历次全会精神，学深悟 透习近平总书记关于党的建设的重要思想和关于党的自我革命的重要思想，深入贯彻落实习近平总书记 关于国资国企工作的重要论述，更加深刻领悟"两个确立"的决定性意义，坚决做到"两个维护"，进一步 压实中央企业党委（党组）管党治党政治责任，推动党的领导融入公司治理各环节，以高质量党建引领 保障企业高质量发展。国务院国资委党委委员出席会议。中央组织部、中央党的建设工作领导小组秘书 组有关部门负责同志参加会议。 张玉卓强调，要把贯彻好、落实好习近平总书记对中央企业工作作出的重要指示精神，特别是关于党的 建设的重要要求，作为全年党建工作的重中之重。要坚持和加强党的全面领导，持续完善做到"两个维 护"的制度机制，持续增强党的创新理论武装针对性实效性 ...

Core Viewpoint - China Nuclear Engineering Corporation (CNEC) is actively contributing to national energy security and the construction of a new power system by engaging in multiple key projects in the smart grid sector [2] Group 1: Company Initiatives - CNEC is closely monitoring developments in the smart grid field and has participated in several significant project constructions [2] - The company leverages its core engineering construction capabilities to support the development of smart grids [2] - CNEC plans to continue focusing on the smart grid sector to enhance high-quality development through superior engineering construction [2]

Core Viewpoint - The news summarizes important announcements from various companies, highlighting significant developments in their operations and financial performance. Company Announcements - Tianfeng Securities received a notice from the China Securities Regulatory Commission regarding a case of information disclosure violation related to Fujian Yong'an Forestry Group, and the company will cooperate with the investigation [3] - Southwest Securities plans to raise no more than 6 billion yuan through a private placement to supplement its capital and optimize its capital structure [4] - Qiaoyin Co. has terminated its investment in the artificial intelligence industry headquarters project due to changes in cooperation conditions, with a planned investment of no more than 1 billion yuan [5] - Zongshen Power is planning a major asset swap with Longxin General, aiming to resolve competition issues and promote clearer business development [6] - Laimei Pharmaceutical's selected products for national centralized procurement are expected to generate 106 million yuan in sales for 2024, accounting for 13.35% of the company's revenue [7] Performance Reports - Huayin Technology reported a net profit of 313 million yuan for 2025, a decrease of 24.28%, with revenue of 1.251 billion yuan, up 9.83% [9] - Youlide announced a net profit of 152 million yuan for 2025, down 16.88%, with revenue of 1.221 billion yuan, up 7.99% [10][11] - Fudan Microelectronics reported a net profit of 232 million yuan for 2025, a decline of 59.42%, with revenue of 3.982 billion yuan, up 10.92% [12] - Hanzhong Precision reported a net profit of 470 million yuan for 2025, down 45.54%, with revenue of 2.928 billion yuan, a decrease of 20.32% [13] Shareholding Changes - Gaomei Co.'s controlling shareholder and several directors plan to reduce their holdings by up to 3.19% of the company's shares [15] - Guanghuan New Network's controlling shareholder intends to reduce its stake by up to 3% [16] - ST Yigou's shareholder plans to reduce its holdings by up to 2.5% [17] - Juguang Technology's shareholders plan to collectively reduce their holdings by up to 2.3339% [18] - Xiandai Jidian's shareholder intends to reduce its stake by up to 2.05% [19] - Zhejing Pharmaceutical's shareholders plan to reduce their holdings by up to 1.0385% [21] Contract Signings - China Nuclear Construction signed contracts worth 3.393 billion yuan in January, with total revenue of 7.69 billion yuan [23] - China Chemical signed contracts totaling 36.925 billion yuan in January, including significant contracts over 500 million yuan [24]

Core Viewpoint - The company, China Nuclear Engineering Corporation, emphasizes its commitment to the "dual carbon" strategy and its role in supporting the national energy transition by actively participating in nuclear power construction and expanding into renewable energy sectors like solar and wind power [1] Group 1: Nuclear Power Involvement - The company is a key player in nuclear power construction, having participated in the construction of all operational and under-construction nuclear power plants in mainland China [1] Group 2: Renewable Energy Expansion - The company is actively expanding its business into solar and wind energy projects, aiming to support high-quality development in the green power industry [1] - The company focuses on leveraging its core engineering capabilities to strengthen the infrastructure for green and low-carbon power supply, contributing to the achievement of the "dual carbon" goals [1]