昨天的美股大涨，今天的A股怎么会跳水啊？ 上海建工爷叔昨天解套今天深套：10年股市两茫茫，不思量，自难忘，千里股市，无处话凄凉。 9月19日上午9:32上海建工开盘就触及跌停板。下跌了9.54%，股价3.51元，到了19日。下午15点，上海 建工最终以3.49元封死跌停跌幅达10.05%，早盘主力净流出6.6亿元。 截至2025年9月19日上午15:00，上证指数3820.09收盘，跌了11.57，跌幅0.30%；深圳成智13070.86收 盘，盘中微跌了4.80，跌幅0.04%；创业板指以3091.00收盘，微跌了4.85，跌幅0.16%。 跌就跌呗，几千只股票怎么就上海建工给跌停了呢？今天还是带头领跌，昨天明明涨停的，而且这两天 明明是连续5天涨停的，怎么突然就给跌停了，到底是啥原因啊？ 股吧里的股民说，主力为了爷叔回本也是煞费苦心了，已经给机会跑了，谁让他昨天不卖掉，还要这么 贪，再被套就不值得可怜了，80多岁的如果舍得都还没悟透，就只能怪自己了。 上海建工从9月12号以来股价从2.4元涨到了3.88元，累计涨幅超58%。涨幅的原因是得益于基建板块预 期改善金矿资源传言及国企改革背景。 9月18日上海建 ...

Group 1 - Southbound funds reduced their holdings in China National Nuclear Power Co., Ltd. by 418,000 shares on September 19, 2025, representing a decrease of 0.64% [1][2] - Over the past five trading days, there were three days of net increases in holdings by southbound funds, totaling a net increase of 1,395,000 shares [1][2] - In the last 20 trading days, there were 15 days of net increases, with a cumulative net increase of 15,258,000 shares [1][2] Group 2 - As of now, southbound funds hold 64,673,000 shares of China National Nuclear Power Co., Ltd., accounting for 1.52% of the company's total issued ordinary shares [1][2] - The company operates through five business segments, including renewable energy and engineering, green building, health and medical, food supply chain, and smart energy management services [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600072 证券简称：中船科技 公告编号：临2025-047 中船科技股份有限公司关于变更持续 督导独立财务顾问主办人的公告 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、准确性和完整性承担法律责任。 中船科技股份有限公司（以下简称"公司"）于近日收到中国国际金融股份有限公司（以下简称"中金公 司"）《关子变更中船科技股份有限公司发行股份及支付现金购买资产暨关联交易项目持续督导独立财 务顾问主办人的说明》。中金公司为公司2023年完成的重大资产重组项目之独立财务顾问，目前重大资 产重组持续督导期已届满，但中金公司仍需对尚未完结的督导事项继续履行持续督导职责。 中金公司原委派叶萍女士、康攀先生、罗翔先生、王雄先生为重大资产重组项目的独立财务顾问主办 人。现叶萍女士因工作安排原因不再继续担任重大资产重组项目持续督导独立财务顾问主办人。本次独 立财务顾问主办人变更后，公司重大资产重组项目持续督导独立财务顾问主办人为康攀先生、罗翔先 生、王雄先生。 特此公告。 中船科技股份有限公司董事会 2025年9 ...

Group 1 - The company has acquired patents and construction methods related to girder frame welding robots [2] - This technology has been successfully applied in multiple projects by the company [2]

【#爷叔刚解套上海建工就被砸盘#】#上海建工封死跌停# 9月19日，上海建工（600170）开盘后迅速下 挫，9点32分便触及跌停板，最终以3.49元封死跌停，跌幅达10.05%，早盘主力净流出6.6亿元。 "建工爷叔"曾承诺，如果上海建工股票回本，他就去锦江酒店请股友吃饭，还要给他们吃大白兔奶糖。 他甚至表示，如果股价涨到5元以上，会卖出大部分股票，给儿媳妇买一辆车。许多网友被他的坚韧所 感动，发起了"一人一手助爷叔解套"的接力热潮。 2025年9月，市场突然疯传上海建工名下金矿储量增加，股价从9月12日起开启"旱地拔葱"模式，连续拉 出2个涨停板。 上海建工很快澄清，9月15日晚间表示网传金矿储量增加的消息为2020年8月的公告，为前期已披露信 息，不属于近期信息，并且表示黄金销售业务占历年整体营收比例均不超过0.5%。 2025年上半年，上海建工业总营收1050亿元，同比下滑28.04%，净利润7.1元，同比下降14.07%，传统 建筑承包业务收入同比大幅下滑30%，建筑工业收入同比下滑12.5%，唯一增长的黄金销售业务，收入 才4.03亿元，贡献的毛利1.46亿元，只占总毛利的1.68%。 有网友戏称 ...

Core Viewpoint - *ST Chuangxing's chairman Liu Peng has been detained by the police for investigation unrelated to the company, leading to a temporary management change to ensure operational stability [1][4]. Group 1: Company Management and Governance - Liu Peng, born in June 1980 and a graduate of Zhejiang University, has been notified of his detention by the Hangzhou Public Security Bureau [1]. - In Liu Peng's absence, Yang Zhe, a board member and general manager, will assume the responsibilities of chairman and legal representative [1]. - The company assures that daily operations are being managed by the executive team, and all other board members and senior management are fulfilling their duties normally [1]. Group 2: Financial Performance - In the first half of the year, *ST Chuangxing reported a revenue of 374,000 yuan, a 99% decrease year-on-year, with a net profit attributable to shareholders of -13.71 million yuan [4]. - The decline in revenue is attributed to the lack of new income from construction projects during the reporting period [4]. - For the year 2024, the company achieved total revenue of only 84.01 million yuan, a year-on-year decrease of 35.53%, and a net profit of -193 million yuan, a decline of 814.99% [6]. Group 3: Business Operations - The main focus of *ST Chuangxing's construction business in the first half of 2025 was on communication regarding client payments, with over 34 million yuan collected from major clients [5]. - The company has not signed any new contracts or generated new income in the construction sector during the reporting period [5]. - *ST Chuangxing plans to maintain its position in the construction industry while actively seeking to expand its business qualifications and enhance project acquisition capabilities [5].

快查股权穿透数据显示，该公司由上海建工持股，出资比例为89.99%。 （来源：快查一企业中标了） 快查APP显示，上海建工相关公司四会市会建道路改造建设发展有限公司于2025年9月19日发布一则招 标信息，项目名称为2025年度资讯:四会市会建道路改造建设发展有限公司四会市道路改造综合PPP项目 运维委托管理项目招标公告，预算金额为4168.88万元。 ...

上证报中国证券网讯（记者 陈梦娜）9月19日早盘，上海建工跌停。截至9点50分，该股报3.49元/股， 下跌10.05%。该股此前连续五日涨停。 来源：上海证券报·中国证券网 9月18日晚，上海建工发布股票交易风险提示公告称，公司股票价格短期涨幅较大，9月12日至9月18日 五个交易日累计涨幅达61%，显著高于同行业上市公司。其中，9月17日和9月18日，公司股票换手率持 续较高，分别为24.68%和25.83%，明显放量，击鼓传花效应十分明显，交易风险极大，随时有快速下 跌的可能。 ...

Core Viewpoint - The company has approved a share repurchase plan to reduce its holdings through centralized bidding, which will not significantly impact its control or future development [1] Summary by Relevant Sections Share Repurchase Plan - The company plans to reduce up to 1.975 million shares, representing 0.99% of the total share capital, from October 21, 2025, to January 20, 2026 [1] - The reduction will be executed through centralized bidding, with the selling price determined by the secondary market [1] Purpose of Fund Utilization - The funds generated from the share reduction will be used to supplement the company's working capital [1] Impact on Company - The share reduction will not lead to any changes in the company's control or total share capital, and it is not expected to have a significant impact on the company's operations, finances, or future development [1]

Investment Rating - The report maintains a "Buy" rating for major construction companies including China State Construction, China Railway, China Railway Construction, and China Communications Construction [4][5]. Core Insights - The construction industry is transitioning from large-scale expansion to enhancing existing stock, with urban renewal efforts expected to intensify during the 14th Five-Year Plan period, leading to an urbanization rate exceeding 70% by the end of the plan [8][11]. - Major engineering projects are expected to play a crucial role in stabilizing growth, with significant infrastructure projects like the Sichuan-Tibet Railway and the New Three Gorges Navigation Channel supporting the industry [8][11]. - The report highlights the increasing importance of digitalization and industrialization in the construction sector, with AI and BIM technologies driving efficiency and quality improvements [8][32][39]. Summary by Sections Section 1: High-Quality Development - The construction industry is expected to maintain a GDP contribution of around 5% during the 14th Five-Year Plan, with a target of 40% for prefabricated buildings by 2030 [17][19]. - The focus will be on quality and safety, with a shift towards green and sustainable practices [16][17]. Section 2: Focus on Overseas Expansion, Digitalization, and Industrialization - The global industrial transfer is expected to boost overseas infrastructure demand, particularly in Southeast Asia, where construction needs are significant [22][23]. - Chinese construction companies are leading in international contracting, with 81 firms listed among the top 250 global contractors, accounting for 24.6% of total international revenue [27][28]. - Digital transformation is becoming a key driver for efficiency, with a low penetration rate of digital technologies in the construction sector compared to developed countries [36][37]. Section 3: Urban Renewal and Major Projects - Urban renewal is a major trend, with government initiatives aimed at improving living conditions and infrastructure [52]. - The report outlines eight key tasks for urban renewal, including the renovation of old neighborhoods and the enhancement of urban infrastructure [52]. Section 4: Industrial Digitalization and Growth - The construction industry is expected to leverage digital technologies to enhance productivity and reduce costs, with AI and BIM playing significant roles [32][38]. - The adoption of construction robots is anticipated to improve efficiency significantly, with robots outperforming human labor in various tasks [41][48].