【导读】央行重磅，金融科技板块掀起涨停潮 中国基金报记者 安曼 A 股重返 3400 点！ 6 月 24 日， A 股主要股指普遍走高。截至午间收盘，上证指数报 3415.45 点，涨幅达 1% ；深证成指上涨 1.45% ，创业板指报涨幅达 1.94% 。 资金面上，全市场上涨个股超过 4660 只，两市成交额达 9251.68 亿元。 | 万得全A涨跌分布 | | | --- | --- | | 跌 660 | 涨 4667 | | 成交额 9251.68亿 | 预测成交额1.48万亿,增3330亿 | 盘面上，券商、保险等金融权重股成为拉升沪指的主力。从板块看，无人驾驶、机器人概念 股集体爆发，相关的算力、 AI 应用、稳定币、固态电池、消费电子题材表现活跃；油气、海 运板块出现调整。 央行重磅 突然掀起涨停潮 基建股异动 北方国际两分钟直线拉涨停 临近午间收盘，基建股盘中异动，北方国际两分钟直线拉涨停。 中工国际涨 9.80% ，山推股份、北新路桥、上海港湾等跟涨。 6 月 24 日上午，国家数据局举办 " 数据要素 ×" 系列第二场新闻发布会。中国人民银行科 技司副司长周祥昆介绍了中国人民银行在《 ...

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector compared to the overall market performance [2][22]. Core Insights - The report highlights a continued weakness in fixed asset investment, with a need for stimulus policies to take effect [2]. - The overall industry performance shows a weekly decline of 2.24%, underperforming against major indices [3][4]. - Key statistics from January to May 2025 indicate a year-on-year increase in total fixed asset investment of 3.7%, with manufacturing investment up by 8.5% and infrastructure investment (including all sectors) up by 10.4% [10][11]. Summary by Sections Industry Performance - The construction industry experienced a weekly decline of 2.24%, lagging behind the Shanghai Composite Index which fell by 0.51% [3]. - The best-performing sub-sectors for the week were state-owned enterprises in infrastructure, with declines of 1.54% [4]. Key Company Developments - 中工国际 signed a business contract for a 500,000-ton soda ash plant project in Kazakhstan, valued at $337 million, representing 19.8% of its 2024 revenue [12]. - 中国化学 reported a total of 150.8 billion yuan in new contracts signed from January to May 2025, a decrease of 9.92% year-on-year [13]. Investment Analysis - The report suggests that the overall industry remains weak, but regional investments may gain momentum as national strategic layouts deepen. Recommended low-valuation state-owned enterprises include 中国化学, 中国中铁, and 中国铁建, while private enterprises like 志特新材 and 鸿路钢构 are also highlighted [2][10].

Group 1 - The stock price of China Metallurgical Group Corporation (China MCC) closed at 2.94 yuan on June 13, 2025, down 0.34% from the previous week [1] - The total market capitalization of China MCC is 609.27 billion yuan, ranking 1st in the professional engineering sector and 220th among A-shares [1] - The company signed new contracts worth 396.01 billion yuan from January to May 2025, a decrease of 22.2% year-on-year [1] Group 2 - The overseas contract amount for the same period was 28.3 billion yuan, an increase of 9.8% year-on-year [1] - Significant contracts signed in May include: - China Huaye Science and Technology Group for a 2.27 billion yuan project [1] - Shanghai Baoye Group for a 2.07 billion yuan project [1] - Shanghai Baoye Group for a 1.90 billion yuan project [1] - China 22nd Metallurgical Group for a 1.57 billion yuan project [1] - China Wuyi Group for a 1.27 billion yuan project [1] - MCC Northern Engineering Technology for a 1.08 billion yuan project [1]

Group 1 - Libet has received approval from the China Securities Regulatory Commission for the issuance of convertible bonds, valid for 12 months [1] - Dinglong plans to acquire an additional 8% stake in its subsidiary, increasing its ownership from 91.35% to 99.35% for a total price of 240 million yuan [1] - Longyuan Donggu has been designated as a supplier for a major automotive project, with an expected total sales amount of 450 to 500 million yuan over five years [14] Group 2 - Luoniushan reported a sales revenue of 100 million yuan in May, a year-on-year decrease of 11.45% [2] - Baoming Technology has secured a loan commitment of up to 7 million yuan for stock repurchase [2] - Xinhua Pharmaceutical has received approval for the listing of a new chemical raw material used in treating chronic heart failure and hypertension [3] Group 3 - China Minmetals announced a new contract amount of 396 billion yuan for the first five months of the year, a decrease of 22.2% year-on-year [7] - Zhongbei Communication's application for a specific stock issuance has been accepted by the Shanghai Stock Exchange [8] - Rongfa Nuclear Power plans to issue bonds not exceeding 1 billion yuan to repay debts and supplement working capital [9] Group 4 - Phoenix Optical plans to invest 8.5 million USD to establish a wholly-owned subsidiary in Vietnam for manufacturing optical products [11] - Xiamen Airport reported a passenger throughput of 2.4752 million in May, a year-on-year increase of 8.34% [12] - Weilan Biological has received a new veterinary drug registration certificate for a product aimed at treating canine allergies and inflammation [13] Group 5 - Shouxiangu has completed the registration of a health food product that claims to enhance immunity [13] - Xingye Yinxin's subsidiary has passed a resource reserve verification report, confirming significant mineral reserves [16] - Shaanxi Construction has won two major projects with a total contract value exceeding 2.8 billion yuan [18] Group 6 - Huari received a cash dividend of 50 million yuan from its subsidiary [20] - Zhongchu's deputy general manager has resigned due to governance arrangements [21] - Kexin Pharmaceutical's core product has received breakthrough therapy designation from the National Medical Products Administration [39]

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。 【公司公告汇总】中铝国际监事会确认2023年限制性股票激励计划预留授予激励对象名单合法有 效 公司公告汇总 中铝国际工程股份有限公司监事会于2025年6月6日发布了关于公司2023年限制性股票激励计划预留授予 激励对象的公示情况说明及核查意见。根据《上市公司股权激励管理办法》、《中央企业控股上市公司 实施股权激励工作指引》等相关规定，公司于2025年5月26日至2025年6月4日在内部网站公示了激励对 象名单，公示期间未收到任何异议。监事会核查后确认，所有激励对象均符合相关法律、法规及规范性 文件的规定，具备《公司法》、《证券法》等法律法规和《公司章程》规定的任职资格，不存在最近12 个月内被认定为不适当人选、因重大违法违规行为被处罚或采取市场禁入措施、不得担任公司董事或高 级管理人员、不得参与上市公司股权激励等情形。因此，监事会认为激励对象作为本次激励计划的对象 合法、有效。 截至2025年6月6日收盘，中铝国际（601068）报收于4.5元，较上周的4.41元上涨2.04%。本周， ...

Group 1 - The stock price of China National Materials International Engineering Co., Ltd. (中材国际) closed at 9.17 yuan on June 6, 2025, up 1.66% from the previous week [1] - The company announced a cash dividend of 0.45 yuan per share (before tax), with the record date set for June 11, 2025, and the payment date on June 12, 2025 [1][3] - The total market capitalization of the company is 24.208 billion yuan, ranking 3rd in the professional engineering sector and 628th in the A-share market [1] Group 2 - A second extraordinary general meeting of shareholders will be held on June 16, 2025, to review two significant proposals [2][3] - The first proposal involves providing a guarantee for an associated company, China National Materials Cement, which plans to invest approximately 18.024 million USD in a new cement production line in Kazakhstan [2] - The second proposal concerns financial support and bank guarantee for a subsidiary in Brazil, with a request for 2.4 million USD in financial assistance and a bank guarantee of 594,000 Brazilian reais [2]

Investment Rating - The investment rating for the company is "Buy (Maintain)" [5] Core Viewpoints - The report emphasizes the urgent need for transformation and upgrading in the steel structure industry, highlighting the demand for intelligent automation to address pain points in production processes [1][16] - The company has significantly increased its investment in welding robots, with R&D expense ratios rising to 2.97% and 3.44% for 2023 and 2024 respectively, indicating a commitment to technological advancement [2][17] - The welding robots are expected to enhance quality, reduce costs, increase production capacity, and create new revenue streams through external sales of robotic products [4][23] Summary by Sections Industry Overview - The steel structure processing industry faces challenges due to its reliance on manual labor, leading to high costs and inconsistent product quality. The national policy aims to promote intelligent construction, with a target of over 50% automation in key processes by 2035 [1][16] Company Development - The company has developed and deployed welding robots, with nearly 2000 units expected to be operational by the end of 2024. The robots are designed to handle complex welding tasks, leveraging accumulated production data for continuous improvement [2][17] Technical Milestones - The company has successfully overcome the second of four technical hurdles in welding robot development, with patents filed for advanced welding technologies [3][21] Economic Benefits - The introduction of welding robots is projected to lower costs by approximately 88 CNY per ton, with an annual cost reduction of 400 million CNY anticipated from replacing manual labor [9][24] - Increasing production capacity to 936 million tons through enhanced utilization of welding robots could lead to a theoretical net profit of 21.3 billion CNY, representing a 343% increase compared to 2024 [10][26] Financial Projections - The company’s projected net profits for 2025-2027 are 8.7 billion, 10.4 billion, and 12.5 billion CNY respectively, with corresponding growth rates of 13%, 20%, and 20% [11][27]

Investment Rating - The investment rating for the company is "Buy (Maintain)" [5] Core Viewpoints - The report emphasizes the urgent need for transformation and upgrading in the steel structure industry, highlighting the demand for automation and intelligent upgrades due to the challenges of manual welding processes [1][16] - The company has significantly increased its investment in welding robots, with R&D expense ratios rising to 2.97% and 3.44% for 2023 and 2024 respectively, indicating a commitment to technological advancement [2][17] - The welding robots are expected to enhance product quality, reduce costs, increase production capacity, and create new revenue streams through external sales of robotic products [4][23] Summary by Sections Industry Overview - The steel structure processing industry faces challenges such as high labor costs, resource shortages, and inconsistent product quality due to reliance on manual welding [1][16] - The Chinese government has set goals for the development of intelligent construction, aiming for over 50% CNC rate in key processes by 2035 [1][16] Company Development - The company has been actively developing and deploying welding robots, with nearly 2000 units expected to be operational by the end of 2024 [2][17] - The company has successfully developed its own "arc welding robot control system," which is now in use across its production bases [2][17] Technical Milestones - The company has overcome significant technical barriers in welding robot development, having recently applied for a patent for a new type of welding robot [3][21] - The report outlines four levels of welding complexity, with the company currently having surpassed the second level [3][21] Economic Benefits - Cost reduction is projected at 88 RMB per ton, with an annual savings of 400 million RMB from replacing manual welders with robots [9][24] - Production capacity is expected to double, potentially reaching 936 million tons, leading to an estimated increase in net profit of 12.5 billion RMB [10][25] Financial Projections - The company’s projected net profits for 2025-2027 are 8.7 billion, 10.4 billion, and 12.5 billion RMB, reflecting growth rates of 13%, 20%, and 20% respectively [11][27] - The current stock price corresponds to a P/E ratio of 15, 12, and 10 for the years 2025, 2026, and 2027 [11][27]

Group 1 - ST Baili (603959) closed at 4.13 yuan on May 30, 2025, up 5.09% from the previous week, with a market cap of 2.025 billion yuan, ranking 37th in the professional engineering sector and 4880th in the A-share market [1] - The company received an administrative penalty notice from the Hunan Regulatory Bureau of the China Securities Regulatory Commission (CSRC) regarding contract violations with seven suppliers, totaling prepayments of 191.91 million yuan, which were misappropriated for personal debts [1] - The CSRC plans to impose a fine of 4 million yuan on ST Baili and additional fines on individuals involved, including 600,000 yuan on Wang Hairong, 80,000 yuan on Wang Wei, and 50,000 yuan on Yu Lanjian, along with a three-year market ban for Wang Hairong [1] Group 2 - The company stated that the penalties do not trigger major violations that would lead to mandatory delisting, and its production and operations remain normal [1] - ST Baili plans to enhance internal governance and improve the quality of information disclosure following the penalties [1]

截至2025年5月30日收盘，中铝国际（601068）报收于4.41元，较上周的4.36元上涨1.15%。本周，中铝 国际5月29日盘中最高价报4.42元。5月26日盘中最低价报4.35元。中铝国际当前最新总市值131.68亿 元，在专业工程板块市值排名5/39，在两市A股市值排名1176/5146。 本周关注点 公司公告汇总 中铝国际工程股份有限公司与控股股东中国铝业集团有限公司（中铝集团）签署的《综合服务总协议》 《商品买卖总协议》《工程服务总协议》将于2025年12月31日到期，公司拟与其重新签署该协议，确定 2026年至2028年双方互相提供的技术服务、后勤服务、仓储、运输、物业租赁、劳务、培训、运营管理 等综合服务内容及定价政策。2026年至2028年公司与中铝集团之间相关综合服务费用总额不超过7.8亿 元，其中公司向中铝集团提供服务费用总额三年不超过3亿元，中铝集团向公司提供服务费用总额三年 不超过4.8亿元。该日常关联交易需提交公司股东大会审议。中铝集团为公司控股股东，具备相应资金 支付能力，履约保障充分。协议有效期至2028年12月31日。公司日常关联交易是生产经营所需，对公司 发展具有积极意 ...