每经编辑｜程鹏 1月12日，志特新材(300986）公告称，公司股票自2026年1月5日至1月12日连续6个交易日涨停，涨幅为198.57%，股价波动较大。为维护投资者利益，公 司将就股票交易波动情况进行核查。经申请，公司股票自1月13日开市起停牌，预计停牌时间不超过3个交易日。公司提醒投资者注意二级市场交易风险。 公告显示，志特新材2025年前三季度实现营业收入20.23亿元，归母净利润为1.18亿元。营业收入来源为铝模、防护平台、装配式预制件等主营业务产品。 公司预计将于2026年4月25日披露2025年年度报告。 值得注意的是，志特新材是年内首只翻倍股，也是2026年以来涨幅最大的股票，该股今年涨近2倍。排在其身后的是邵阳液压（121.89%）、众诚科技 （85.71%）。 志特新材同时明确，经向公司控股股东、实际控制人及其一致行动人核实，不存在关于公司应披露而未披露的重大事项，也不存在处于筹划阶段的重大事 项。公司及子公司生产经营正常，主营业务目前未发生重大变化。 自上市以来，志特新材主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，目前未发生任何变化。 | 序号 | 证券代码 | 证券 ...

证券日报网讯 1月12日，柏诚股份在互动平台回答投资者提问时表示，航空航天领域也是洁净室的下游 应用场景之一，公司目前在该领域无订单。 （文章来源：证券日报） ...

海波重科1月12日晚间公告，公司控股股东、实际控制人张海波计划自本公告披露之日起15个交易日后 的3个月内（即2026年2月3日至2026年5月2日），通过大宗交易方式减持公司股份不超过399万股（占公 司总股本的1.99%），通过集中竞价方式减持公司股份不超过199万股（占公司总股本的0.99%）。减持 价格将根据减持时的市场价格及交易方式确定，减持原因为个人资金需求。本次减持计划实施不会导致 公司控制权发生变更。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603637 | 镇海股份 | 11.39 | -3.64% | 9.42万 | 1.08亿 | | 300517 | 海波重科 | 12.03 | -2.43% | 10.26万 | 1.24亿 | | 300029 | *ST天龙 | 5.68 | -1.90% | 6.86万 | 3918.59万 | | 603163 | 圣晖隼成 | 74.46 | -1.39% | - 3.70万 | 2.76亿 | | 002541 | 鸿路钢构 | 20.48 | -1.01% | 18.25万 | 3.77亿 | | 601226 | 华电科工 | 8.84 | -1.01% | 54.12万 | 4.82亿 | | 601133 | 柏诚股份 | 16.72 | -0.95% | 17.31万 | 2.90亿 | | 603929 | 亚翔集成 | 124.59 | -0.73% | 7.28万 | 9.09亿 | | 000065 | 北方国际 ...

Investment Rating - The industry investment rating is stable for 2026, with emerging sectors expected to gain higher investment opportunities due to the implementation of major national strategies [3][4]. Core Insights - The construction and decoration industry saw a weekly increase of 5.72%, outperforming major indices such as the Shanghai Composite Index and Shenzhen Component Index [4][6]. - Key sectors with the highest weekly gains included steel structures (+14.51%), professional engineering (+11.49%), and ecological landscaping (+7.63%) [3][6]. - Notable companies with significant weekly stock performance included Zhite New Materials (+148.84%), China Nuclear Engineering (+34.50%), and Yaxiang Integration (+31.41%) [3][9]. Industry Performance - The construction industry outperformed the Shanghai Composite Index, with a weekly increase of 5.72% compared to the index's 2.79% [4][6]. - The top three sub-sectors for weekly performance were steel structures, professional engineering, and ecological landscaping, with corresponding company performances highlighted [6][9]. Major Changes in the Industry - The Ministry of Transport emphasized accelerating the construction of major railway projects and promoting multimodal transport [10][11]. - The Ministry of Housing and Urban-Rural Development, along with other departments, initiated actions to promote green consumption and low-carbon production methods [10][11]. Key Company Updates - Jinggong Steel Structure signed 698 contracts in 2026, with a total contract value of 24.27 billion yuan, reflecting a year-on-year growth of 10.5% [12]. - Honglu Steel Structure reported a total new contract value of 29.102 billion yuan, with a steel structure output of 5.0207 million tons, marking an 11.3% year-on-year increase [12][13]. - The company Di Tie Design's subsidiary signed a contract worth 311 million yuan, accounting for 11.32% of its 2024 revenue [12].

Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market performance [2][25]. Core Insights - The construction sector has shown a strong performance with a weekly increase of 5.72%, outperforming major indices such as the Shanghai Composite Index and Shenzhen Component Index [4][5]. - Key sub-sectors like steel structures and professional engineering have demonstrated significant growth, with notable companies like Zhite New Materials and Honglu Steel Structure showing exceptional stock performance [4][7]. - The report highlights the government's focus on infrastructure development, particularly in railway projects and green consumption initiatives, which are expected to drive investment opportunities in the sector [11][14]. Industry Performance - The construction industry outperformed major indices with a weekly increase of 5.72%, while the Shanghai Composite Index increased by 2.79% [4][5]. - The best-performing sub-sectors for the week included steel structures (+14.51%), professional engineering (+11.49%), and ecological landscaping (+7.63%) [7][10]. Key Company Updates - Honglu Steel Structure signed contracts worth 291.02 billion yuan in 2026, marking a 2.84% year-on-year increase, with a steel structure output of 502.07 million tons, up 11.3% [14]. - Zhite New Materials experienced a remarkable stock increase of 148.84% in the week, reflecting strong market interest [11][10]. - Precision Steel Structure secured 698 new contracts with a total value of 242.7 billion yuan, representing a 10.5% year-on-year growth [14]. Government Initiatives - The Ministry of Transport emphasized accelerating major railway project construction and promoting multi-modal transport systems [11][14]. - The Ministry of Housing and Urban-Rural Development, along with other departments, launched initiatives to promote green consumption and low-carbon production methods [11][14].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603163 | 圣晖集成 | 77.97 | -2.16% | 5.51万 | 4.30亿 | | 601068 | 中铝国际 | 6.00 | -1.96% | 48.43万 | 2.90亿 | | 301046 | 能辉枝 | 27.53 | -1.01% | 7.00万 | 1.93亿 | | 300029 | *ST天龙 | 5.94 | -1.00% | 7.58万 | 4527.75万 | | 601117 | 中国化学 | 8.19 | -0.61% | 134.43万 | 11.03亿 | | 601133 | 柏诚股份 | 17.03 | -0.47% | 20.90万 | 3.55亿 | | 600970 | 中材国际 | 10.24 | -0.19% | 22.98万 | 2.35亿 | | 300712 | 永福股份 | 27.45 | 0.00% | 3.70万 | 1.02亿 | | 601618 | 中国中治 | 3 ...

证券之星消息，1月6日专业工程板块较上一交易日上涨3.18%，志特新材领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。专业工程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) | | | --- | --- | --- | --- | --- | --- | --- | | 300986 | 志特新材 | 16.10 | 19.97% | 67.21万 | | 10.36亿 | | 603929 | 亚翔集成 | 115.56 | 10.00% | 7.40万 | | 8.40 Z | | 601068 | 中铝国际 | 5.98 | 9.93% | 50.30万 | | 2.89亿 | | 603163 | 圣晖隼成 | 81.97 | 8.63% | 10.30万 | | 8.20亿 | | 300029 | *ST天龙 | 5.85 | 8.53% | 17.68万 | | 1.04亿 | | 002135 | 东南网架 | 4.95 | 4.21% | 41.21万 | | 2.00亿 | | 6 ...

证券之星消息，1月5日专业工程板块较上一交易日上涨1.14%，*ST天龙领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。专业工程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) | | | --- | --- | --- | --- | --- | --- | --- | | 300029 | *ST天龙 | 5.39 | 20.04% | 1.45万 | | 780.74万 | | 300986 | 志特新材 | 13.42 | 20.04% | 86.29万 | | 11.06亿 | | 603163 | 圣晖集成 | 75.46 | 10.00% | 3.84万 | | 2.82亿 | | 601133 | 柏诚股份 | 16.94 | 10.00% | 21.23万 1 | | 3.48亿 | | 603929 | 亚翔集成 | 105.05 | 10.00% | 6.27万 | | 6.44亿 | | 003001 | 中岩大地 | 21.43 | 6.46% | 10.90万 | | 2. ...

Group 1 - The core stock price of Zhonggong International (002051) closed at 9.07 yuan as of December 31, 2025, down 0.33% from 9.1 yuan the previous week [1] - The highest intraday price on December 29 was 9.23 yuan, while the lowest intraday price on December 31 was 8.96 yuan [1] - The current total market capitalization of Zhonggong International is 11.223 billion yuan, ranking 10th out of 39 in the professional engineering sector and 1738th out of 5181 in the A-share market [1] Group 2 - Zhonggong International's wholly-owned subsidiary, Zhonggong Jiangsu, plans to initiate an asset-backed special plan for receivables not exceeding 800 million yuan, with the underlying assets being accounts receivable from overseas engineering projects [2][3] - As of December 26, 2025, the special plan has received subscription funds of 756 million yuan and officially commenced interest accrual on December 29, 2025 [2][3] - This special plan represents the first asset-backed security (ABS) entirely composed of overseas accounts receivable by a state-owned enterprise-controlled listed company [2][3]