8月22日主力资金净流出869.85万元，占流通市值的0.15%。近五个交易日累计净流出2969.54万元，占 流通市值的0.5%。 风险提示：投资有风险，入市需谨慎。 地铁设计8月22日股价报收14.80元，较前一交易日下跌0.20%。当日成交量为35419手，成交金额达0.52 亿元。 地铁设计属于工程咨询服务板块，主营业务涵盖轨道交通、市政、建筑等领域的勘察设计、规划咨询及 工程总承包。公司核心业务为轨道交通勘察设计，2025年上半年该业务仍是业绩主要组成部分。 公司8月22日晚间披露的2025年半年报显示，上半年实现营业收入13.17亿元，同比增长5.31%；归母净 利润2.21亿元，同比增长6.58%。经营活动现金流净额为-5.21亿元，较上年同期有所改善。公司同日公 告显示，董事会和监事会分别审议通过了半年度报告等多项议案。 ...

亨通光电7月发布公告显示，近期，该公司及控股子公司陆续收到项目中标通知书或签署项目合同，确 认中标国内外海洋能源项目，中标总金额为15.09亿元。具体而言，包括广西钦州海上风电示范项目 220kV/66kV海底光电复合电缆、湛江徐闻东三海上风电示范项目EPC总承包项目220kV海底复合电缆、 东海海上平台电力组网项目动态静态复合海缆等。"未来，公司将继续致力于能源互联领域市场竞争力 的提升，服务于国家深海科技的发展，助力全球能源体系的绿色转型。"该公司在公告中称。 除了亨通光电，近期霍普股份、中国通号等多家上市公司均披露了新基建相关项目，涉及项目包括光伏 发电、储能电站、5G通信基站等领域。 基建项目稳步开展离不开政策支持。8000亿元"两重"建设项目清单全部下达完毕，《新一轮农村公路提 升行动方案》提出，到2027年全国完成新改建农村公路30万公里，用于支持交通运输等中央本级重点投 资领域和重大项目建设中央预算内投资全部下达……今年以来，在一系列扩内需稳增长政策支持下，上 半年基础设施投资实现同比4.6%的增长，较整体固定资产投资增速高1.8个百分点。 佳电股份近日发布公告称，该公司控股子公司哈尔滨电气动力 ...

证券代码：002949 证券简称：华阳国际 公告编号：2025-050 债券代码：128125 债券简称：华阳转债 深圳市华阳国际工程设计股份有限公司 关于董事会提议向下修正"华阳转债"转股价格的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 股份有限公司（以下简称"公司"）股票已出现"任意连续三十个交易日中至少 十五个交易日的收盘价低于当期转股价格 85%"的情形，触发"华阳转债"转股 价格向下修正条款。 于董事会提议向下修正"华阳转债"转股价格的议案》，该议案尚需提交股东大 会审议，现将相关事项公告如下： 一、可转换公司债券基本情况 （一）可转债发行上市情况 经中国证券监督管理委员会《关于核准深圳市华阳国际工程设计股份有限公 司公开发行可转换公司债券的批复》 （证监许可[2020]1220 号文）核准，公司于 张面值为人民币 100 元，发行总额为人民币 450,000,000.00 元，扣除发行费用 后，募集资金净额为 441,070,051.61 元。经深圳证券交易所同意，公司本次可 转换公司债券于 2020 年 8 月 21 日起在 ...

证券代码：002949 证券简称：华阳国际 公告编号：2025-051 债券代码：128125 债券简称：华阳转债 深圳市华阳国际工程设计股份有限公司 关于召开 2025 年第二次临时股东会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市华阳国际工程设计股份有限公司(以下简称"公司") 于 2025 年 8 月 次临时股东会的议案》。会议决定于 2025 年 9 月 1 日（星期一）14：30 召开公 司 2025 年第二次临时股东会，本次股东会采用现场投票与网络投票相结合的方 式召开，现将会议有关事项通知如下： 一、召开会议基本情况 网络投票时间：2025 年 9 月 1 日，其中通过深圳证券交易所交易系统进行 网络投票的具体时间为：2025 年 9 月 1 日上午 9:15—9:25，9：30—11:30，下 午 13:00—15:00；通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 9 月 1 日上午 9:15—2025 年 9 月 1 日下午 15:00 期间的任意时间。 （1）现场表决：包括本人出席以及通过填写授权委托书 ...

Core Insights - Shenyang Yuanda Aluminum Industry Engineering Co., Ltd. ranked 169th in the latest ENR "Top 225 International Engineering Design Firms" list, marking its 10th appearance on the list and demonstrating its resilience and growth in the global curtain wall industry [1][4][12] Group 1: Company Achievements - Yuanda Aluminum has been on the ENR list for 15 consecutive years since its first appearance in 2011, making it the only curtain wall specialist to achieve this feat [1][4] - The company has expanded its overseas business significantly, now covering over 150 countries and regions, and has established localized teams to provide comprehensive services [11][12] - The firm has developed a strong technical foundation with 24 international patents and has completed 580 overseas projects, creating a competitive edge that is difficult to replicate [12][13] Group 2: Industry Context - The ENR ranking criteria have evolved over the years, with new metrics such as "carbon neutrality technology application" and "local talent ratio" being added, increasing the elimination rate from 35% to 58% [3] - The global engineering market faced a 12.3% contraction in 2020 due to the pandemic, prompting ENR to include "risk resilience" as a core evaluation criterion [3] - The construction industry has seen many companies diversifying, but Yuanda Aluminum has remained focused on its core business of curtain walls, investing in areas like photovoltaic building integration [5][12] Group 3: Technical and Quality Focus - The company emphasizes quality control by establishing strict standards for curtain wall installation precision and continuously upgrading its processes [7] - Yuanda has set up global R&D centers with over 600 international experts and 1,500 technical R&D personnel, covering materials, structures, and intelligent manufacturing [7][12] - The company's commitment to R&D during industry downturns has allowed it to maintain a strong project performance record in the high-end curtain wall market [4][7] Group 4: Future Outlook - The 10-time ranking on the ENR list reflects not only past achievements but also the company's potential for future growth and its role in leading the global construction industry [12][13] - As the global engineering market shifts eastward, companies like Yuanda are positioned to contribute to the industry through technological innovation and standard-setting [13]

中冀轩辕建设科技有限公司简介 中冀轩辕建设科技有限公司成立于 2001 年 4 月 29 日，1851~449~1776法定代表人为张伟，注册资本 5000 万人民币， 经营状态存续，登记机关为高新区市场监督管理局，注册地址位于保定市。 | 工程勘察资质证书 | | | | | --- | --- | --- | --- | | 企 业 名 称 : 中冀轩辕建设科技有限公司 | | | | | 统一社会信用代码 · 911310037287993969 | 证 | ਸ | 编 · B213020426 | | 法 定 代 表 人 : 张伟 | 法定代表人 | | | | 单 位 负 责 人 : 张伟 | 总经理 | | | | 技 术 负 责 人 : 王亚娟 | · · m エルエ | | | | 性 质 : 其他有限责任公司 | 期 至 : 2029年05月 | 经 | 济 | | V | 范 | | | | 围 : 工程勘察专业类岩土工程勘察乙级,工程勘察专业类岩土工程 、级 | | | | | ਦੇਵੇ | | | | 公司具备建筑工程设计甲、市政工程设计、环 保工程设计、工程造价咨询企业甲等，能够承接 ...

Financial Data and Key Metrics Changes - Consolidated gross profit for Q2 2025 was $22.3 million, an increase of 11.4% compared to Q2 2024, marking the highest gross profit in the past 13 quarters [16] - Adjusted EBITDA for Q2 2025 was $8.1 million, up 12.9% from $7.2 million in Q2 2024 [16] - Adjusted EPS for Q2 2025 was $0.69, a growth of 21.1% from $0.57 in Q2 2024 [16] Business Line Data and Key Metrics Changes - In Healthcare, gross profit for Q2 2025 was $12.3 million, a 15.4% increase from $10.6 million in Q2 2024 [16] - School revenue for Q2 2025 was $37.2 million, up 21.1% from $30.7 million in Q2 2024 [17] - In Engineering, gross profit for Q2 2025 was $6.5 million, an 8.8% increase from $6.0 million in Q2 2024, marking the best engineering gross profit quarter in history [17] - In IT, Life Sciences, and Data Solutions, gross profit for Q2 2025 was $3.5 million, a 3.4% increase from $3.4 million in Q2 2024 [18] Market Data and Key Metrics Changes - The company has seen strong growth in the healthcare services group, driven by quality, innovation, and client satisfaction, with a robust pipeline for future opportunities [4][5] - The life sciences division is experiencing momentum due to investments in AI-driven equipment qualification and data integrity solutions, enhancing competitive positioning [6][7] - The Aerospace and Defense Group exceeded revenue goals by nearly $3 million in Q2 2025, with significant year-over-year increases in gross margin and EBITDA [12] Company Strategy and Development Direction - The company is focused on aligning talent in growth markets and strengthening brand equity to diversify and enhance the core client base [3] - A strategic emphasis on digital transformation and operational excellence is evident in the life sciences division, with a dedicated engineering group being established [6][7] - The engineering segment is integrating custom engineering capabilities with turnkey EPC solutions to meet increasing market demand [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in entering the new school year with strong momentum and a robust pipeline of opportunities [4][5] - The company anticipates continued low double-digit growth in adjusted EBITDA for 2025, with expectations for Q4 2025 to be the highest adjusted EBITDA quarter of the year [19] - Management highlighted the potential for significant growth in the aerospace and defense sector, driven by new contracts and existing client relationships [14] Other Important Information - The company has been included in the Russell 2000 Growth Index for the first time, marking a significant milestone [3] - There is a noted seasonality in Q3 due to summer school closures, which complicates forecasting [19] Q&A Session Summary Question: Insights on data center infrastructure and multiyear agreements - Management indicated that marquee projects are enhancing brand equity and attracting attention, leading to increased business opportunities [24][25] Question: Expansion in healthcare contracts - The majority of new contracts are in the K-12 sector, with management expressing excitement about the upcoming school year [29][30] Question: Engineering gross margins and new contracts - Management noted that while new contracts may start at lower margins, the focus remains on maintaining competitive pricing and quality [50][53] Question: Cash collections and receivables - Management explained that receivables were impacted by two schools running out of funds, but they expect to collect the majority soon [56][57] Question: Immigration and nurse supply - Management is confident in growth regardless of immigration policies, but noted that increased nurse supply could enhance future performance [61][62] Question: Dividend considerations - Management acknowledged the potential for a dividend given the company's strong position and reduced share count, but emphasized ongoing evaluations [71][72]

Core Viewpoint - Shenwu Energy Saving Co., Ltd. reported significant declines in revenue and net profit for the first half of 2025, indicating ongoing financial challenges and a need for strategic adjustments to improve competitiveness and profitability [1][2]. Financial Performance - The company's operating revenue for the first half of 2025 was approximately 17.32 million yuan, a decrease of 73.59% compared to 65.60 million yuan in the same period last year [6][13]. - The net profit attributable to shareholders was -7.14 million yuan, showing a 36.88% improvement from -11.30 million yuan in the previous year [6][13]. - The net cash flow from operating activities improved by 26.05%, amounting to -19.53 million yuan compared to -26.40 million yuan in the previous year [6][13]. Business Overview - The company operates primarily in three segments: Jiangsu Institute focuses on green metallurgy technology and engineering contracting, United Liben provides industrial energy-saving solutions, and Hubei Fuyou offers smart energy services [7][8][10]. - Jiangsu Institute has developed a core technology for iron reduction and is positioned to benefit from the increasing demand for green transformation in the metallurgy industry due to regulatory pressures [10][11]. Market Strategy - The company aims to enhance its competitiveness through technology-driven innovation, qualification upgrades, and deepening its business model [10][12]. - Plans include expanding market presence in provinces like Liaoning, Guizhou, Anhui, and Hubei while consolidating existing customer relationships to diversify project sources [9][10]. Key Financial Metrics - Total assets at the end of the reporting period were approximately 475.44 million yuan, a 27.20% increase from the previous year [6][13]. - The company reported a significant reduction in operating costs, with a decrease of 79.58% in operating costs compared to the previous year [13][14]. - The weighted average return on net assets was -4.93%, an improvement from -14.48% in the previous year [6][13]. Risk Management - The company has identified various operational risks and is implementing measures to mitigate these risks, focusing on cost control and project profitability [1][10].

Group 1 - The core point of the article highlights the recent performance and financial metrics of Huayang International, indicating a decline in stock price and mixed capital flow [1][3] - As of July 31, 2025, Huayang International's stock closed at 13.64 yuan, down 3.67%, with a turnover rate of 2.85% and a trading volume of 43,300 lots, amounting to 600.53 million yuan [1] - The latest quarterly report shows total revenue of 264 million yuan, a year-on-year increase of 15.36%, while net profit attributable to shareholders decreased by 20.22% to 2.48 million yuan [1] Group 2 - The company has made investments in 25 enterprises and participated in 4,961 bidding projects, showcasing its active engagement in the market [2] - Huayang International holds 151 trademark registrations and 185 patents, indicating a strong focus on intellectual property [2] - The company has 85 administrative licenses, reflecting its compliance and operational capabilities [2]

| 证券代码：002775 | 证券简称：文科股份 | 公告编号：2025-084 | | --- | --- | --- | | 债券代码：128127 | 债券简称：文科转债 | | 广东文科绿色科技股份有限公司 一、2025 年第二季度（4-6 月）订单情况 注：1.由于上述相关数据为阶段性数据，且未经审计，因此上述经营指标和数据与定期报告披露的数据可 能存在差异，仅供参考； 2.已签约未完工订单未将长期停滞项目包含在内，金额为合同金额。 二、重大项目履行情况（注：重大项目指项目金额占公司上一会计年度经 审计营业收入 30%以上的项目） 公司全资子公司深圳文科绿色工程有限公司与襄汾晶旭绿能新能源有限公 司签署了《绿能襄汾光伏电站项目 EPC 总承包工程合同》，合同金额约为人民币 38,400.00 万元，详情见 2025 年 1 月 25 日在公司指定信息披露媒体《中国证券 报》《上海证券报》《证券时报》和巨潮资讯网（http://www.cninfo.com.cn/） 1 关于 2025 年第二季度经营情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重 ...