01-11 15:56:18 沪 天普股份、国晟科技、嘉美包装三大牛股相继发布公告，股票将于明日复牌。 天普股份(605255) 01-11 15:55:37 沪 | | | 218.02 所属行业: 交运设备 +0.74% > | | | | 查看所属板块 > | | --- | --- | --- | --- | --- | --- | --- | | 停牌 | | | 算力芯片 +1.88% 最相关 | | 新能源汽车 +1.14% | | | 4 开 | | 反 | 昌 | | 成交量 | | | BE ારિ | 218.02 | 最 | (म्स्ट | | 成交额 | | | 了有客动 | 1228.19 | 换手率 | | | 总市值 | 292亿 | | 分时 | 五日 | 日K | 围K | 月K | 分钟▼ | 0 | | 218.02 | MA5:184.632 MA10:166.891 MA20:155.529 | | | | | 前复权 | | 18.79 | 2025-08-01 | | 2025-10-16 | | 2025-11-20 | | | �������������� ...

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].

Investment Rating - The report indicates a stable investment outlook for the industry, with certain emerging sectors expected to gain higher investment opportunities due to the implementation of national strategic initiatives [5]. Core Insights - The report emphasizes the importance of managing expectations in the real estate market, highlighting its significant financial asset attributes and the need for macroeconomic regulation to stabilize the market [5][12]. - It identifies key companies and their recent developments, such as contracts signed and project wins, which are expected to contribute significantly to their future revenues [15][16]. Industry Performance - The construction industry experienced a weekly decline of 0.44%, outperforming the Shenzhen Composite Index (-0.58%) and the ChiNext Index (-1.25%) but underperforming the Shanghai Composite Index (+0.13%) [6]. - The best-performing sub-sectors for the week included steel structures (+3.48%), ecological landscaping (+2.02%), and design consulting (+0.91%) [7][11]. Key Company Developments - Notable changes in key companies include: 1. Nongshang Environment's subsidiary signed a contract worth 132 million yuan, accounting for 56.90% of its 2024 revenue [15]. 2. Southeast Network Framework won a bid for a project valued at 887 million yuan, representing 7.89% of its 2024 revenue [15]. Sub-sector Performance - The top three sub-sectors with the highest annual growth rates were ecological landscaping (+60.30%), decorative curtain walls (+53.82%), and professional engineering (+50.48%) [7]. - The report highlights significant individual stock performances, with companies like Guosheng Technology and Dongyi Risheng showing remarkable annual increases of 480.86% and 201.12%, respectively [11].

每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 2025年1至6月份，文科股份的营业收入构成为：生态园林占比73.53%，绿色能源占比18.06%，科教文 旅占比8.41%。 截至发稿，文科股份市值为27亿元。 每经AI快讯，文科股份（SZ 002775，收盘价：4.22元）12月29日晚间发布公告称，公司第六届第十二 次董事会会议于2025年12月29日在公司会议室召开。会议审议了《关于投资设立基金暨关联交易的议 案》等文件。 （记者 王晓波） ...

格隆汇12月24日丨蒙草生态(300355.SZ)公布，2017年12月6日，蒙草生态环境（集团）股份有限公司控 股子公司杭锦后旗景丰园林绿化有限公司（简称"景丰园林"）与杭锦后旗园林绿化服务中心（简称"杭 后绿化"，原巴彦淖尔市杭锦后旗园林局）签署《巴彦淖尔市杭锦后旗一湖两路宽林带景观建设PPP项 目合同》（简称"《杭后PPP项目合同》"），合同约定景丰园林承担该项目的融资、投资、建设及运营 维护服务，合作期限10年。2018年8月至2019年8月项目陆续完成建设，进入运营期。为把握中央及内蒙 古自治区化债政策的窗口期，尽快回收货币资金，提高资金使用效率，促进公司新业务发展，经各方协 商，拟签署《巴彦淖尔市杭锦后旗一湖两路宽林带景观建设PPP项目提前终止协议》（简称"《项目终 止协议》"）提前终止本PPP项目合作，并对债权债务重组进行约定。 ...

建筑装饰 2025 年 12 月 21 日 行 业 研 究 / 行 业 点 评 tangmeng@swsresearch.com 相关研究 证 券 研 究 报 告 证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 唐猛 A0230523080003 tangmeng@swsresearch.com 研究支持 唐猛 A0230523080003 tangmeng@swsresearch.com 联系人 唐猛 A0230523080003 基建投资承压，推动投资止跌回稳必要性增强 看好 ——申万宏源建筑周报（20251215-20251219） 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 行 业 及 产 业 - ⚫ 一周板块回顾：板块表现方面，SW 建筑装饰指数-0.10%，沪深 300 指 数-0.28%，相对收益为 0.18pct。周涨幅最大的三个子行业分别为国际 工程（+4.90%）、钢结构（+3.09%）、装饰幕墙（+2.09%），对应行业 内三个公司：中材国际（+10.78%）、鸿路钢构（+7. ...

每经AI快讯，ST岭南（SZ 002717，收盘价：1.63元）12月12日晚间发布公告称，公司第五届第三十九 次董事会会议于2025年12月12日在公司十楼会议室以现场结合通讯的方式召开。会议审议了《关于授权 受托管理人代表全体债券持有人采取法律行动议案》等文件。 2025年1至6月份，ST岭南的营业收入构成为：生态园林占比43.99%，水务水环境治理业务占比 41.94%，文化旅游占比14.07%。 截至发稿，ST岭南市值为30亿元。 每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 （记者 王晓波） ...

Group 1 - The chairman of Daqian Ecology, Zhang Yuan, resigned due to personal reasons, with his departure effective on November 27, 2025, despite his original term ending on September 19, 2026 [2][3][5] - Zhang Yuan became the actual controller of Daqian Ecology after the company was acquired by Suzhou Bubugao Investment Development Co., Ltd. on November 22, 2024 [5][6] - Daqian Ecology's revenue for 2024 was 115 million yuan, a year-on-year decrease of 10.24%, while the net profit attributable to shareholders was 29.13 million yuan, marking a turnaround from a loss [7][8][11] Group 2 - In the first three quarters of 2025, Daqian Ecology reported a revenue of 153 million yuan, a year-on-year increase of 109.17%, but the net profit attributable to shareholders was -36.90 million yuan, a decline of 340.89% [9][10][11] - The increase in net profit for 2024 was attributed to a decrease in the proportion of engineering business revenue and an increase in the higher-margin cultural tourism business [11] - As of November 28, 2025, Daqian Ecology's stock price was 30.59 yuan per share, with a market capitalization of 4.15 billion yuan [11]

Group 1 - The chairman of Daqian Ecology, Zhang Yuan, resigned due to personal reasons, with his departure effective from November 27, 2025, despite his original term ending on September 19, 2026 [2][4] - Zhang Yuan became the actual controller of Daqian Ecology after the company was acquired by Suzhou Bubugao Investment Development Co., Ltd. on November 22, 2024 [4][5] - Daqian Ecology's vice chairman, Duan Liping, will temporarily assume the role of chairman until a new chairman is elected [4] Group 2 - In 2024, Daqian Ecology reported a revenue of 115 million yuan, a year-on-year decrease of 10.24%, while achieving a net profit of approximately 29.13 million yuan, marking a turnaround from a loss [5][6] - For the first three quarters of 2025, the company generated a revenue of 153 million yuan, reflecting a significant year-on-year increase of 109.17%, but reported a net loss of approximately 36.90 million yuan, a decline of 340.89% [7][8] - The improvement in 2024's net profit was attributed to a decrease in the proportion of revenue from engineering services and an increase in revenue from higher-margin cultural tourism services [9]