Core Viewpoint - China Communications Construction Company (CCCC) emphasizes that its investments in external stock assets are primarily long-term financial investments based on industrial chain synergy and strategic layout, rather than short-term trading activities [1] Financial Performance - As of the end of the first half of 2025, the book value of CCCC's investments reached 24.504 billion yuan, with an original cost of 4.217 billion yuan [1] - The fair value change income for the reporting period was 2.354 billion yuan, indicating significant long-term value appreciation [1]

（编辑 楚丽君） 证券日报网讯 1月30日，中国交建在互动平台回答投资者提问时表示，按照《上市公司信息披露暂缓与 豁免管理规定》及交易所上市规则，本次会议审议事项涉及商业秘密且符合特定要求的，可以暂缓或豁 免披露。公司始终严格遵守信息披露相关法律法规，后续将在符合监管要求的前提下持续履行信息披露 义务。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國交通建設股份有限公司 呈交日期： 2026年1月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601800 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | | | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 目 ...

Investment Rating - The industry investment rating is "Buy" [4] Core Viewpoints - The report emphasizes that the construction industry is at a valuation bottom, combined with a seasonal uptick in spring, recommending "undervalued & well-positioned" large state-owned enterprises [4] - The report highlights a positive trend in new orders for major construction state-owned enterprises, with a notable increase in overseas orders outpacing domestic orders [4] - The cash flow situation is improving due to local government debt management and enhanced cash flow control at the enterprise level [4] - The report suggests that market capitalization management is becoming mainstream, with an emphasis on increasing dividend rates and stabilizing dividend amounts [4] - Investment recommendations include major state-owned enterprises such as China State Construction, China Railway Construction, and others based on business performance, valuation, cash flow, and market capitalization management [4] Summary by Sections Industry Overview - The construction sector is experiencing a recovery with improved order volumes and a focus on core engineering business [4] - The report notes that major state-owned enterprises have shown positive growth in new orders, with overseas orders increasing significantly [4] Valuation Analysis - The report indicates that the price-to-book (PB) ratios for leading construction state-owned enterprises have returned to historical lows, suggesting potential for valuation recovery [4] Cash Flow Management - The report states that the net cash flow from operating activities in the construction industry has improved, indicating better cash flow management practices [4] Market Capitalization Management - The report discusses the trend of increasing dividend payouts among major state-owned enterprises, reflecting a commitment to shareholder returns [4] Investment Recommendations - The report recommends investing in companies such as China State Construction, China Railway Construction, and others based on their strong fundamentals and attractive valuations [4]

截至2026年1月29日收盘，中国交建(601800)报收于8.23元，下跌0.12%，换手率0.65%，成交量76.3万 手，成交额6.23亿元。 当日关注点 交易信息汇总资金流向 1月29日主力资金净流出8346.21万元，占总成交额13.41%；游资资金净流入5496.51万元，占总成交额 8.83%；散户资金净流入2849.7万元，占总成交额4.58%。 公司公告汇总 中国交通建设股份有限公司于2026年1月29日提交翌日披露报表，披露公司通过上海证券交易所购回A 股股份1,334,100股，占已发行股份的0.01%，每股购回价为人民币8.12至8.25元，总支付金额为人民币 10,898,290元。该等购回股份拟注销，未持有库存股份。本次购回已获董事会批准，并符合相关上市规 则及法律规定。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：1月29日主力资金净流出8346.21万元，占总成交额13.41%。 来自公司公告汇总：中国交建于1月29日购回A股股份1,334,100股，占已发行股份的0.01%，拟 ...

智通财经APP获悉，2026年1月30日，港股上市公司投资日志如下： 业绩公布日 万顺集团控股 国恩科技 (招股中) 东鹏饮料 (定价日) PICO FAR EAST HPC HOLDINGS 恒隆地产 靛蓝星 美因基因 东方大学城控股 恒隆集团 绿科科技国际 范式智能 首钢资源 中创智领 纷美包装 中国交通建设 股东大会召开日 东江环保 中国大冶有色金属 米格国际控股 远洋服务 易生活控股 停复牌 （复牌） 中国船舶租赁 （除净日） 信越控股 （派息日） 长安民生物流 （派息日） 力量发展 （派息日） 分红派息 类别 公司 大族数控 (招股中) 牧原股份 (招股中) 卓正医疗 (招股中) 新股活动 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國交通建設股份有限公司 呈交日期： 2026年1月29日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | A 股份類別 | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601800 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事 ...

Group 1: Fund Analysis - The public FOF fund scale increased in Q4 2025, with a new issuance scale of 458.54 billion yuan, primarily in bond-type funds [6][7] - The proportion of positive returns for FOF was 49%, with the top performer being CITIC Securities' selected fund [6][8] - Fund managers are optimistic about the market outlook, focusing on structural opportunities with technology and cyclical sectors as the main themes [6][11] Group 2: Electric Vehicle Market - The European electric vehicle market is entering a new phase, with a projected penetration rate of 29% in 2025 and 35% in 2026 due to supply-side drivers and supportive policies [14][15] - The introduction of affordable electric models by European automakers is expected to stimulate consumer demand significantly [15] - Chinese lithium battery companies are positioned to capitalize on the growth of the European market, enhancing their competitive landscape [14][16] Group 3: Construction and Decoration Industry - The construction state-owned enterprises are expected to benefit from strategic and professional restructuring policies initiated by the state [18][19] - The market share of major construction state-owned enterprises remains relatively low, with significant competition and operational pressure evident [19][20] - Recommendations include companies like China Communications Construction, China Railway, and China Chemical, which are likely to enhance their competitiveness through restructuring [21] Group 4: Beauty and Personal Care - The beauty industry in China is transitioning from incremental expansion to competitive positioning, with domestic brands gaining market share [23][24] - The company aims to achieve 30 billion yuan in sales by 2030, driven by research and development, brand expansion, and global operations [25] - The application of AI in production and marketing is expected to enhance operational efficiency and support long-term growth [25] Group 5: Basic Chemicals - The price of hafnium has surged by 21.64% since the beginning of 2026, driven by high demand in sectors like semiconductors and aerospace [27][28] - The company is advancing its zirconium-hafnium separation project, which is expected to significantly contribute to future earnings [29] - Hafnium's unique properties make it essential in high-tech applications, indicating strong future demand [28] Group 6: Electronics - The company is set to benefit from the high demand for PCB and packaging substrates, with projected net profits for 2025 expected to increase by 68% to 78% [31][32] - The expansion of production capacity is ongoing, with new facilities in Thailand and South China expected to enhance growth potential [33] - The company is recognized as a leading provider of electronic circuit technology, with a positive outlook for future performance [33]

呈交日期： 2026年1月28日 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國交通建設股份有限公司 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601800 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有 ...

来源：环球网 2026年1月21日至25日，北京的冬日迎来了一群跨越山海而来的青年。他们来自马来西亚、老挝、埃塞 俄比亚等国家，是中交集团2024—2025年度"十佳外籍青年员工"。 五天时间里，这些青年走进中国首都，在历史与现代交汇的城市图景中，触摸文明的温度，感知发展的 速度，也在一次次真实而具体的体验中，逐渐读懂"CCCC, Our Family"的内涵。 从紫禁城到首钢园，触摸真实中国 从领奖台到长城之巅，感受当代中国 此次北京行的重要一站，是参加中交集团一届五次职工代表大会暨2026年工作会议。在庄严的会场上， 外籍青年们被授予2024—2025年度"十佳外籍青年员工"荣誉。 当奖杯递到手中，掌声既是对他们过往贡献的肯定，也是一种对"全球中交人"身份的认同。 谈及获奖感受，来自老挝的水电对外老挝分公司市场开发部高级主管白安娜表示："能获得这个奖项， 我感到非常荣幸，也非常感激一路以来给予我帮助和支持的领导与同事。" 从紫禁城的红墙黄瓦，到首钢园的工业新生，一场"沉浸式"City Walk，串联起中国文明的历史纵深与新 时代发展的鲜明脉动。 在故宫，外籍青年们近距离感受六百年宫殿建筑的恢弘气度；在中国 ...