Core Insights - In September, the A-share market showed an overall upward trend, with major indices experiencing gains, including a 0.64% increase in the Shanghai Composite Index, a 6.54% rise in the Shenzhen Component Index, and a 12.04% increase in the ChiNext Index [1] Group 1: Top Performing Stocks - Among the top ten stocks in September, nine recorded gains exceeding 100%, with the highest being Shoukai Co., Ltd. at 181.20% [2][3] - Haibo Sichuang ranked second with a monthly increase of 153.52%, driven by strong demand in the energy storage sector [5] - Pinming Technology achieved a 141.28% increase, influenced by significant corporate developments regarding potential changes in control [6][7] Group 2: Company-Specific Developments - Shoukai Co., Ltd. experienced a surge in stock price starting September 3, attributed to its indirect association with Yushu Technology, which announced plans for an IPO [4] - Haibo Sichuang's stock price rose significantly due to the booming demand for energy storage cells, with major battery manufacturers operating at full capacity [5] - Pinming Technology's stock was temporarily suspended due to discussions about a potential change in control, but resumed trading after the matter was resolved without a change in control [6][7]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688109 证券简称：品茗科技 公告编号：2025-056 品茗科技股份有限公司股票交易风险提示公告 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、准确性和完整性依法承担法律责任。 品茗科技股份有限公司（以下简称"公司"、"上市公司"或"品茗科技"）股票交易价格自2025年9月25日 至2025年9月29日累计上涨72.82%，短期涨幅显著高于科创综指、科创50及同行业等相关指数涨幅，已 触及股票交易异常波动情形，投资者参与交易可能面临较大风险。敬请广大投资者务必充分了解二级市 场交易风险，切实提高风险意识，理性投资并注意投资风险。 一、目前公司基本面未发生重大变化，股票价格存在脱离当前基本面的风险 公司立足于建筑行业，面向"数字建造"的对象和过程，提供自施工准备阶段至竣工验收阶段的应用化技 术、产品及解决方案，满足各方在成本、安全、质量、进度、信息管控等方面的信息化需求，公司主营 业务、生产经营情况未发生重大变化，市场环境或行业政策未发生重大调整，生产成本和销售等情况未 出现重大变化。 目前 ...

Group 1 - The "2025 China-Thailand Cooperation Expo" opened in Bangkok, attended by key leaders from both countries, marking the 50th anniversary of diplomatic relations and focusing on deepening bilateral economic cooperation [1] - During the expo, China and Thailand signed cooperation memorandums totaling over 6 billion Thai Baht, covering sectors such as renewable energy, digital technology, and agriculture [1] - China State Construction Engineering Corporation's subsidiary, China State Decoration Group, showcased its prefabricated construction technology, emphasizing innovation and sustainability in building practices [1][2] Group 2 - The expo highlighted China's prefabricated construction technology, with China State Decoration Group presenting several innovative products, including lightweight and high-strength magnesium composite panels and smart indoor air monitoring systems [2][3] - The event featured multiple supply chain forums focusing on emerging sectors like new energy vehicles and renewable energy, with China State Decoration Group expressing commitment to open cooperation and innovation in sustainable supply chain development [3][5] - The expo served as a platform for Chinese companies to expand their international cooperation networks, demonstrating a commitment to local integration and long-term contributions to regional and global economic development [5]

项目建成后，每年可生产超过18亿度清洁电能，可满足65万户家庭一年的用电需求，每年将向塔里 木河生态输水34.2亿立方米，缓解下游800余万亩灌区缺水问题。 新华社北京9月20日电（记者王悦阳）记者20日从中国能建获悉，世界最高混凝土面板砂砾石坝 ——新疆大石峡水利枢纽工程启动下闸蓄水，标志着工程从建设施工阶段正式转入初期运行准备阶段。 大石峡水利枢纽工程位于天山西部的新疆阿克苏地区库玛拉克河中下游的大石峡峡谷处，是国务院 批准实施的172项节水供水重大水利工程之一。该工程坝体填筑量达1890万立方米，可填满7000多个标 准泳池，设计总库容11.7亿立方米，相当于6个天山天池的蓄水量。 大石峡水利枢纽工程由中国能建葛洲坝集团投资建设，于2019年11月全面动工，2024年12月大坝完 成填筑封顶，2025年6月首台机组转子完成吊装，计划2026年10月全面完工。 【纠错】 【责任编辑:焦鹏】 中国能建葛洲坝集团董事长谭华表示，项目联合高校科研单位攻关30多项课题，构建了大坝"智慧 大脑"系统，用区块链监管混凝土质量、无人驾驶碾压机作业，不仅让工程从传统基建向数字建造升 级，还为后续同类工程提供技术范本，长远 ...

星标 ★ IPO日报 精彩文章第一时间推送 9月17日晚，科创板上市公司品茗科技股份有限公司（688109.SH，下称"品茗科技"）发布公告称，因筹划可能导致控制权变更的重大事 项，公司股票自9月18日起停牌，预计停牌时间不超过2个交易日。公告强调该事项"存在重大不确定性"，但未披露交易对手方或具体方案 细节。 制图：佘诗婕 建筑数字化龙头 据悉，品茗科技是国内建筑工程数字化服务商龙头，主要聚焦于施工阶段的"数字建造"应用化技术及产品，提供自施工准备阶段至竣工验 收阶段的应用化技术、产品及解决方案。 2025年上半年，公司业绩显著反弹，实现营业收入1.87亿元，归母净利润3123万元，同比增幅高达270.11%；同期，实现扣非净利润 2659万元，同比增长706.69%。 具体来看，按照产品分类，公司业务主要包括两部分，分别为信息化软件产品、智慧工地产品。 停牌前，公司市值为39亿元，股价报收49.38元/股，但由于股价盘中"提前"走高，引发市场对"消息提前泄露"的猜测。 2025年上半年，信息化软件业务贡献1.08亿元的收入，占比提升至57.44%，成为公司业绩增长引擎，相比毛利率56%的智慧工地产品， 该 ...

Core Viewpoint - The company, Pinming Technology, is undergoing a significant matter that may lead to a change in control, resulting in a temporary suspension of its stock trading for up to two trading days [1] Group 1: Company Performance - In the first half of the year, Pinming Technology achieved a revenue of 187 million, representing a year-on-year growth of 1.2% [1] - The net profit attributable to the parent company reached 31.23 million, showing a substantial year-on-year increase of 270.1% [1] - The growth in the cost software business is attributed to three main factors: policy benefits from new lists and quotas, continuous upgrades of AI pricing products and new quantity calculation software, and steady expansion in markets outside Zhejiang Province [1] Group 2: Business Strategy and Focus - The company is committed to advancing technology research and product innovation in the digital construction field, with a focus on the application of new technologies such as IoT and AI to enhance product competitiveness [1] - Future strategies include deepening cooperation with central and state-owned enterprises and promoting business development in the new infrastructure sector to maintain a leading position in a competitive market [1] - The company is actively seeking investment and acquisition opportunities in the construction industry's digital transformation, smart energy sector, and cutting-edge applications of artificial intelligence [2]

品茗科技在业绩说明会上表示，上半年造价软件业务增长主要在三个方面：一是新清单、定额的政策红 利，带来产值提升；二是AI智能组价产品、新算量软件等产品的持续升级优化，满足客户应用需求； 三是浙江省外市场拓展稳步推进。施工软件业务、BIM软件业务持续深化企业级战略合作，并聚焦基建 领域开拓市场，成为业务新增长点。 品茗科技指出，该公司在数字建造领域持续推进技术研发和产品创新，重点关注物联网、人工智能等新 技术的应用，以提升产品竞争力。未来将继续聚焦央国企客户，深化与头部客户的合作，推动新基建领 域的业务发展，以期在激烈的市场竞争中保持领先地位。 此外，品茗科技在解读未来并购整合计划时表示，将积极关注产业投资并购机会，依托上市公司平台优 势，通过战略投资、并购等方式寻求积极、稳健的外延式增长。公司目前重点关注建筑行业的数字化转 型、能源领域的数智化，以及人工智能的前沿应用等方向的投资并购。 资料显示，品茗科技是聚焦于施工阶段的"数字建造"应用化技术及产品提供商，提供自施工准备阶段至 竣工验收阶段的应用化技术、产品及解决方案。目前，该公司经营业务的变动情况主要集中在建筑信息 化软件和智慧工地产品两大业务领域。 今年上 ...

资料显示，品茗科技股份有限公司位于浙江省杭州市西湖区西斗门路3号天堂软件园B幢，成立日期 2011年7月11日，上市日期2021年3月30日，公司主营业务涉及聚焦于施工阶段的"数字建造"应用化技术 及产品提供商。立足于建筑行业、面向"数字建造"的对象和过程,提供自施工准备阶段至竣工验收阶段 的应用化技术、产品及解决方案,满足各方在成本、安全、质量、进度、信息管控等方面的信息化需 求。主营业务收入构成为：信息化软件产品57.44%，智慧工地产品42.56%。 截至发稿，宋洋累计任职时间8年306天，现任基金资产总规模93.93亿元，任职期间最佳基金回报 76.5%， 任职期间最差基金回报-13.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月17日，品茗科技涨5.14%，截至发稿，报48.07元/股，成交4742.41万元，换手率1.29%，总市值37.90 亿元。品茗科技股价已经连续5天上涨，区间累计涨幅7.96%。 从基金十大重仓股角度 数据显示，华夏基金 ...

Group 1 - The core viewpoint of the news highlights the recent trading performance and financial metrics of Pinming Technology, indicating a slight increase in stock price and notable financing activities [1] - On August 26, Pinming Technology's stock rose by 1.99%, with a trading volume of 126 million yuan. The net financing buy was negative at -1.91 million yuan, with a total financing and margin balance of 83.65 million yuan, accounting for 2.50% of the circulating market value [1] - The company has a high financing balance, exceeding the 80th percentile of the past year, indicating strong investor interest [1] Group 2 - Pinming Technology, established on July 11, 2011, and listed on March 30, 2021, focuses on "digital construction" technologies and solutions for the construction industry, providing services from the preparation phase to project completion [2] - The company's revenue composition includes 57.44% from information software products and 42.56% from smart construction site products [2] - For the first half of 2025, Pinming Technology reported a revenue of 187 million yuan, a year-on-year increase of 1.25%, and a net profit of 31.23 million yuan, reflecting a significant growth of 270.11% [2] Group 3 - Since its A-share listing, Pinming Technology has distributed a total of 129 million yuan in dividends, with 52.53 million yuan distributed over the past three years [3]

Core Insights - China Metallurgical Group is actively contributing to modern construction in the Central Plains, highlighted by two landmark projects: the Central Plains High-speed Rail Port Digital Exhibition and Trade City and the Central Plains Medical Science City International Exchange Center [1][2] Group 1: Central Plains High-speed Rail Port Digital Exhibition and Trade City - The project covers a total construction area of 527,400 square meters, featuring 13 standard exhibition halls and 3 multifunctional halls, making it one of the largest in the country [2][3] - The total steel usage for the project is 106,000 tons, with the underground parking area equivalent to 328 basketball courts [3] - The project employs advanced construction techniques, including a large-span arch steel truss hydraulic synchronous lifting technology, enhancing construction efficiency and precision [3][4] - The project is recognized as a "smart construction demonstration project" in Henan Province, utilizing digital management to optimize various construction elements [4][5] Group 2: Central Plains Medical Science City International Exchange Center - This project spans approximately 139,000 square meters and integrates conference, exhibition, office, and hotel functions, serving as a key provincial project for high-quality development in the region [6][7] - The project team has achieved significant milestones, including the completion of the steel structure and is currently focused on facade and interior work [6][7] - The design is inspired by the national treasure "Lotus Crane Pot," with a unique architectural layout that emphasizes both aesthetics and functionality [8][9] - The project utilizes BIM digital tools for optimizing pipeline arrangements, significantly improving construction efficiency by 10% [9][10] Group 3: Project Management and Quality Assurance - Both projects emphasize a strong commitment to quality management, implementing strict standards and a comprehensive quality assurance system to ensure high-quality outcomes [9][10] - The projects are designed to enhance regional cultural exchange and medical innovation, contributing to the broader strategic goals of the company [10]