1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The trading atmosphere weakened this week, and the credit spreads widened slightly from a low level. The AA commercial and trade industry's credit spreads widened significantly, while the AA+ steel industry's credit spreads compressed significantly. The credit spreads of other industries and ratings fluctuated within 10BP. [2][4][6][27][45] - The net financing of traditional credit bonds increased this week, and the net financing of asset - backed securities increased by 58 billion yuan compared with last week. The issuance and repayment volumes of different types of bonds showed different trends. [4][12] - The credit bond trading volume decreased this week, and the turnover rate declined overall. The yields of credit bonds with different ratings and maturities fluctuated within 3BP compared with last week. [4][20][21] - There were 36 bond implicit ratings downgraded involving 8 entities this week, and the "Xiangyi You" bond issued by Shanghai Xiangyuan Investment Holding Co., Ltd. defaulted. [5][43] - The central bank conducted large - scale net cash withdrawals this week. In the future, the credit spreads of bank secondary and perpetual bonds may continue to compress. [6][45] 3. Summary by Relevant Catalogs 3.1 This Week's Credit Hot Events - On February 2, 2026, Anhui Small - loan Re - lending Co., Ltd. successfully issued two small public - offering corporate bonds, with a total issuance scale of 600 million yuan. This is the first public - offering corporate bond of a small - loan company in China, indicating increased regulatory recognition of the standardized financing of small - loan companies. [10] - On February 3, 2026, the "Opinions of the Central Committee of the Communist Party of China and the State Council on Anchoring Agricultural and Rural Modernization and Solidly Promoting Comprehensive Rural Revitalization" was released, proposing to innovate the investment and financing mechanism for rural revitalization and strictly control the new village - level debt. [11] 3.2 Primary Market 3.2.1 Net Financing Scale - This week, the net financing of credit bonds (excluding asset - backed securities) was 298.2 billion yuan, an increase of 55.5 billion yuan compared with last week. The net financing of asset - backed securities was 1.84 billion yuan, an increase of 58 billion yuan compared with last week. [12] - By product type, the net financing of urban investment bonds was 98.6 billion yuan, an increase of 49.2 billion yuan; the net financing of industrial bonds was 136.1 billion yuan, an increase of 18 billion yuan; the net financing of financial bonds was 63.5 billion yuan, a decrease of 11.6 billion yuan. [12] 3.2.2 Issuance Cost - This week, the weighted average issuance interest rates of AA urban investment bonds and industrial bonds remained in the range of 2.5% - 2.6%. The average issuance interest rate of AA+ industrial bonds rose above 2.3%, and the issuance interest rates of other credit bonds with different ratings and varieties were less than 2.2%. [17] 3.3 Secondary Market 3.3.1 Transaction Situation - In terms of trading volume, the trading volume of credit bonds (excluding asset - backed securities) decreased by 92.7 billion yuan compared with last week. The trading volume of urban investment bonds, industrial bonds, financial bonds, and asset - backed securities all decreased. [20] - In terms of turnover rate, the turnover rate of credit bonds decreased overall this week. The turnover rates of urban investment bonds, industrial bonds, financial bonds, and asset - backed securities all declined. [20] 3.3.2 Yield - This week, the yields of credit bonds with different ratings and maturities fluctuated within 3BP compared with last week. The yields of different - rated and different - term credit bonds showed different trends. [21] 3.3.3 Credit Spreads - Overall, the credit spreads of the AA commercial and trade industry widened significantly, and the credit spreads of the AA+ steel industry compressed significantly. The credit spreads of other industries and ratings fluctuated within 10BP. [27] - For urban investment bonds, the credit spreads of different maturities widened slightly this week. [33] - For industrial bonds, the credit spreads of different maturities fluctuated within 5BP this week. [38] - For bank capital bonds, the credit spreads of bank secondary and perpetual bonds with different maturities fluctuated within 5BP, and the short - term (1Y) and long - term (10Y) spreads compressed. [40] 3.4 This Week's Bond Market Public Opinion - This week, the implicit ratings of 36 bond items of 8 entities were downgraded, and the "Xiangyi You" bond issued by Shanghai Xiangyuan Investment Holding Co., Ltd. defaulted. [5][43] 3.5 Investment Suggestions - The central bank conducted large - scale net cash withdrawals this week. Overall, the credit spreads of the AA commercial and trade industry widened significantly, and the credit spreads of the AA+ steel industry compressed significantly. The credit spreads of other industries and ratings fluctuated within 10BP. [45] - The credit spreads of urban investment bonds widened slightly, the credit spreads of industrial bonds fluctuated within 5BP, and the credit spreads of bank secondary and perpetual bonds fluctuated within 5BP, with the short - term and long - term spreads compressing. [45] - In January 2026, the yields of bank secondary and perpetual bonds decreased significantly, and the excess spreads were still at a high level since the beginning of 2025. The credit spreads of bank secondary and perpetual bonds may continue to compress in the future. [45][46]

■ 本次会议的召集、召开、审议程序符合《中华人民共和国公司法》等有关法律法规及《重庆建工集团股 份有限公司章程》的有关规定。会议的召集、召开及所作决议合法有效。 重庆建工集团股份有限公司 第五届董事会第五十二次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 一、董事会会议召开情况 重庆建工集团股份有限公司（以下简称"公司"）于2026年2月4日发出召开第五届董事会第五十二次会议 的通知。公司第五届董事会第五十二次会议于2026年2月6日以通讯方式召开。会议应参与表决的董事8 人，实际参与表决的董事8人。 二、董事会会议审议情况 （一）审议通过了《关于公司2026年度总体经营指标计划的议案》 表决结果：同意8票，反对0票，弃权0票。 （二）审议通过了《关于公司全资子公司受让参股公司股权的议案》 （三）审议通过了《关于修订公司〈内幕信息知情人登记管理制度〉的议案》 详情请参阅公司同日在上海证券交易所网站披露的《重庆建工内幕信息知情人登记管理制度》。 表决结果：同意8票，反对0票，弃权0票。 特此公告。 重庆建工 ...

Group 1 - Chongqing Construction announced that its 52nd meeting of the fifth board of directors was held on February 6, 2026, via communication method [1] - The meeting reviewed the proposal regarding the overall operational indicators plan for the year 2026 [1] Group 2 - The central bank aims to accumulate 700 tons of gold and has announced the purchase of an additional 150 tons [2] - This marks the highest increase in gold holdings by the central bank for two consecutive years [2]

重庆建工集团股份有限公司 内幕信息知情人登记管理制度 第四条 内幕信息知情人在内幕信息公开前负有保密义务。内幕 信息知情人应做好内幕信息的保密工作。在内幕信息依法披露前，不 得公开或泄露内幕信息，不得进行内幕交易或配合他人操纵证券交易 价格。 第五条 公司应当加强对内幕信息知情人的教育培训，确保内幕 信息知情人明确自身的权利、义务和法律责任，督促有关人员严格履 - 1 - 行信息保密职责，坚决杜绝内幕交易及其他证券违法违规行为。 第二章 内幕信息及内幕信息知情人的范围 第六条 本制度所称的内幕信息，是指涉及上市公司的经营、财 务或者对公司证券及其衍生品种交易价格有重大影响的信息，尚未公 开信息是指公司尚未在中国证监会指定的上市公司信息披露媒体或 网站上正式公开的事项，包括但不限于： 第一章 总 则 第一条 为规范重庆建工集团股份有限公司（以下简称"公司"） 内幕信息知情人行为的管理，做好内幕信息保密工作，维护公司信息 披露的公开、公平、公正原则，维护广大投资者的合法权益，根据《中 华人民共和国公司法》《中华人民共和国证券法》（以下简称《证券 法》）、中国证券监督管理委员会（以下简称"中国证监会"）《上市 公司 ...

一、董事会会议召开情况 重庆建工集团股份有限公司（以下简称"公司"）于 2026 年 2 月 4 日发出召开第五届董事会第五十二次会议的通知。公司第五届董事会 第五十二次会议于 2026 年 2 月 6 日以通讯方式召开。会议应参与表 决的董事 8 人，实际参与表决的董事 8 人。 本次会议的召集、召开、审议程序符合《中华人民共和国公司法》 等有关法律法规及《重庆建工集团股份有限公司章程》的有关规定。 会议的召集、召开及所作决议合法有效。 二、董事会会议审议情况 （一）审议通过了《关于公司 2026 年度总体经营指标计划的议 案》 | 证券代码：600939 | 证券简称：重庆建工 | | 公告编号：临 | 2026-008 | | --- | --- | --- | --- | --- | | 债券代码：254104 | 债券简称：24 渝建 | 01 | | | 重庆建工集团股份有限公司 第五届董事会第五十二次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 详情请参阅公司同日在上海证券交易所网站披露的《 ...

证券之星消息，2月6日重庆国企改革板块较上一交易日下跌0.6%，川仪股份领跌。当日上证指数报收于 4065.58，下跌0.25%。深证成指报收于13906.73，下跌0.33%。重庆国企改革板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000565 | 渝三峡A | 8.33 | 0.73% | 16.21万 | 1.36亿 | | 000950 | 重药控股 | 6.03 | 0.50% | 31.30万 | 1.89亿 | | 600689 | 上海三毛 | 13.92 | 0.29% | 2.65万 | 3700.24万 | | 600939 | 重庆建工 | 3.17 | 0.00% | 1 11.38万 | 3608.01万 | | 600279 | 重庆港 | 5.44 | 0.00% | 9.33万 | 5071.80万 | | 601777 | 千里科技 | 10.35 | -0.29% | 19.57万 | 2.04亿 | | 000514 | 渝开发 ...

重庆建工公告称，公司第五届董事会第五十二次会议于2月6日召开。会议审议通过2026年度总体经营指 标计划。同意全资子公司重庆交通建设（集团）有限责任公司，以不高于0.8元的价格在重庆联交所公 开摘牌受让重庆成渝垫丰武高速公路有限公司3.49%股权，对应实缴出资额0元。此外，还通过修订 《内幕信息知情人登记管理制度》的议案。 ...

// 债市综述 // 1. 公开市场操作 央行公告称，2月5日以固定利率、数量招标方式开展了1185亿元7天期逆回购操作，操作利率1.40%，投标量1185亿元，中标量1185亿元。同时，以固定数 量、利率招标、多重价位中标方式开展了3000亿元14天期逆回购操作。Wind数据显示，当日3540亿元逆回购到期，据此计算，单日净投放645亿元。 （注：若不计算14天期逆回购操作，则单日净回笼2355亿元） （*数据来源：Wind-央行动态PBOC） 2. 资金面 银行间市场资金面仍稳中偏松，DR001加权平均利率继续停留于1.32%附近。匿名点击（X-repo）系统上，隔夜报价在1.3%供给充足；非银机构以信用债 为抵押融入隔夜，报价在1.5%或略低。 海外方面，最新美国隔夜融资担保利率为3.69%。 （IMM） （*数据来源：Wind-国际货币资金情绪指数、资金综合屏） 3. 同业存单 全国和主要股份制银行一年期同业存单最新成交在1.60%附近，较上日小幅下行。 （*数据来源：Wind-同业存单-发行结果） 4. 银行间主要利率债收益率普遍下行 （*数据来源：Wind-成交统计BMW） 1、美国总统特朗普再对 ...

Group 1: Open Market Operations - The central bank conducted a 7-day reverse repurchase operation of 118.5 billion yuan at a fixed rate of 1.40%, with a total bid amount of 118.5 billion yuan and a successful bid amount of 118.5 billion yuan [1] - Additionally, a 14-day reverse repurchase operation of 300 billion yuan was conducted using a fixed quantity and multi-price bidding method [1] - On the same day, 354 billion yuan of reverse repos matured, resulting in a net injection of 64.5 billion yuan, or a net withdrawal of 235.5 billion yuan if excluding the 14-day operation [1] Group 2: Market Liquidity - The interbank market liquidity remains stable but slightly loose, with the weighted average rate of DR001 staying around 1.32% [3] - Overnight quotes in the anonymous click (X-repo) system are around 1.3%, indicating ample supply; non-bank institutions are borrowing overnight against credit bonds at rates around 1.5% or slightly lower [3] - The latest overnight financing rate in the U.S. is reported at 3.69% [3] Group 3: Interbank Certificates of Deposit - The latest transaction rate for one-year interbank certificates of deposit among major banks is around 1.60%, showing a slight decline from the previous day [6] Group 4: Bond Market Overview - Major interest rate bonds in the interbank market have generally seen a decline in yields [8] - The closing prices for government bond futures indicate a rise, with the 30-year main contract up by 0.38%, the 10-year main contract up by 0.08%, the 5-year main contract up by 0.07%, and the 2-year main contract up by 0.04% [14] Group 5: Recent News and Developments - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly issued a notice regarding tax exemptions for residents of Hainan Free Trade Port on imported goods within specified limits [12] - The U.S. has officially formed a critical minerals alliance, emphasizing the importance of maintaining a stable and secure global supply chain for critical minerals [12] - U.S. Treasury Secretary Basant noted continued significant inflows of foreign capital into U.S. Treasury bonds and the stock market [15]

本案鉴定费用37747.30元，由某银行向鉴定机构支付。根据鉴定结果，某建陈述的事实与鉴定意见不一 致，应当承担不利后果，本案鉴定费用全部由某建承担。 2026年1月31日消息，天眼查数据显示，中国裁判文书网近日公布了一则重庆建工集团股份有限公司作 为被告的裁判文书，案号为（2024）渝0235民初3452号，案由为破产债权确认纠纷，法院为云阳县人民 法院，裁判日期2025年9月30日，原告重庆三峡银行股份有限公司云阳支行诉讼请求部分支持，被告重 庆建工集团股份有限公司、重庆市农产品集团云阳农产品市场有限公司、重庆建工第二建设有限公司同 意保全。 以下是详细报道： 文书正文显示，本案案涉工程于2015年4月27日经竣工验收合格，2015年5月至7月，某建向某公司提交 了结算资料。《工程结算审查定案表》中，第三方造价咨询机构重庆某建筑工程咨询有限公司出具审核 （外部审计）意见的时间为2016年6月24日，鉴定意见认为发包人某公司盖印时间为2016年，承包人某 建盖印时间为2016至2017年期间。故法院认定案涉工程最终完成审计结算的时间为2016年1月1日至2017 年12月30日期间。根据施工合同约定，经审计 ...