Group 1 - The stock price of Northern International (000065) closed at 12.31 yuan on December 26, 2025, down 1.6% from 12.51 yuan the previous week [1] - The highest intraday price for Northern International on December 26 was 12.63 yuan, while the lowest intraday price on December 24 was 12.19 yuan [1] - The current total market capitalization of Northern International is 13.349 billion yuan, ranking 8th out of 39 in the professional engineering sector and 1455th out of 5181 in the A-share market [1] Group 2 - Northern International announced on December 19, 2025, that it raised a total of 959,999,998.10 yuan through a private placement of shares, with 957,199,998.10 yuan actually received after expenses [2] - The raised funds will be used for the 125MWp photovoltaic project in Bosnia and Herzegovina and to supplement working capital [2] - A tripartite supervision agreement has been signed between the company, CITIC Bank Beijing Branch, and the sponsor CITIC Securities to regulate the storage, use, and management of the raised funds [2][3]

北京德恒律师事务所出具法律意见，认为本次股东会的召集和召开程序、出席人员资格、表决程序及表 决结果均符合《公司法》《股东会规则》及《公司章程》相关规定，合法有效。会议由董事会召集，董 事长主持，采取现场与网络投票结合方式召开，审议通过3项议案，关联股东对议案1、议案3回避表 决，中小投资者单独计票。 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 中国中材国际工程股份有限公司于2025年12月29日召开2025年第六次临时股东会，审议通过《关于公司 与中国建材集团财务有限公司续签暨关联交易的议案》《关于续聘公司2025年度财务报告审计机构及内 部控制审计机构的议案》《关于公司2026年度日常关联交易预计的议案》。会议由董事长主持，采用现 场与网络投票结合方式召开，表决程序合法有效。关联股东对涉及中国建材财务公司续签协议及日常关 联交易的议案回避表决。所有议案均获出席会议股东所持表决权过半数通过。北京市德恒律师事务所对 本次会议进行见证并出具法律意见书。 截至2025年12月26日收盘，中材国际（600970）报收于10 ...

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：中铝国际签订约140亿元境外工程总承包合同。 公司公告汇总：中铝国际变更2025年度审计签字注册会计师。 中铝国际工程股份有限公司于2025年12月26日与境外客户签署工程总承包合同，合同总金额约140亿元 人民币，履行期限约5年，采用美元结算，除预付款外按进度结算。项目收入将根据履约进度分期确 认，预计对公司2026年收入不构成重大影响。合同执行受政策、市场、环境等因素影响，存在不确定 性，收益可能受原材料价格、运输成本、汇率波动等影响。 中铝国际工程股份有限公司于2025年12月31日发布公告，因原签字项目合伙人黄志斌工作调整，致同会 计师事务所变更公司2025年度审计签字注册会计师。原签字注册会计师李杨调整为签字项目合伙人，新 增古伟涛为签字注册会计师。古伟涛自2024年起在致同执业并为公司提供审计服务，具备注册会计师资 格，近三年未签署上市公司审计报告，未受过处罚，符合独立性要求。本次变更不会对公司2025年度财 务报告及内部控制审计工作产生影响。 截至2025年 ...

从资金流向上来看，当日专业工程板块主力资金净流出446.36万元，游资资金净流出1271.53万元，散户 资金净流入1717.89万元。专业工程板块个股资金流向见下表： | 代码 | 名称 | | 主力净流入 (元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600477 | 杭萧钢构 | | -9636.31万 | 14.13% | -2707.07万 | -3.97% | -6929.24万 | -10.16% | | 300986 志特新材 | | | 5146.77万 | 19.94% | -696.55万 | -2.70% | -4450.22万 | -17.24% | | 603929 亚翔集成 | | | 5132.91万 | 6.44% | 1430.89万 | 1.79% | -6563.80万 | -8.23% | | 601133 柏诚股份 | | | 2143.09万 | 7.32% | -419.13万 | -1.4 ...

证券日报网讯12月31日，奥雅股份（300949）在互动平台回答投资者提问时表示，2025年以来，公司经 营现金流改善、亏损收窄，下一步公司也将通过轻资产化、AI提效、IP赋能与转化等举措加速修复业 绩。 ...

证券日报网讯12月31日，奥雅股份（300949）在互动平台回答投资者提问时表示，公司2025年度具体财 务数据尚未经审计，敬请以公司后续公开披露的年度报告为准。关于股权激励事项，公司始终重视人才 激励与团队建设，并会结合公司发展实际与相关法规要求，适时进行研究论证。如有需披露的明确进 展，公司将严格按照监管规定及时履行信息披露义务，请关注公司在巨潮资讯网发布的相关公告。 ...

（记者 张明双） 奥雅股份（300949.SZ）12月31日在投资者互动平台表示，出海是公司的战略，目前海外业务尚处于布 局和起步阶段，未形成稳定、大规模营收。 每经AI快讯，有投资者在投资者互动平台提问：根据2024年公司年报，公司的境外收入仅占0.01%，请 问公司是否存在海外业务？如有，合作的国家是哪些呢？ ...

证券之星消息，12月30日专业工程板块较上一交易日下跌1.59%，*ST天龙领跌。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。专业工程板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605167 | 利相特 | 4103.38万 | 6.89% | 689.56万 | 1.16% | -4792.94万 | -8.04% | | 002564 天沃科技 | | 1227.17万 | 10.32% | -798.83万 | -6.72% | -428.34万 | -3.60% | | 002541 鸿路钢构 | | 943.09万 | 10.03% | -1785.85万 | -19.00% | 842.76万 | 8.96% | | 605289 罗曼股份 | | 835.15万 | 7.10% | 483.64万 | 4.11% | -1 ...

从券商推荐家数来看，12月29日有27家上市公司得到券商推荐，其中海澜之家、华创云信、桂冠电力等 获得1家推荐。 首次覆盖方面，12月29日券商共给出了8次首次覆盖，其中上峰水泥获得东莞证券给予"增持"评级，爱 旭股份获得开源证券给予"增持"评级，利柏特、珠海冠宇获得国盛证券给予"买入"评级，百龙创园获得 华泰证券给予"买入"评级。 南财投研通数据显示，12月29日，券商给予上市公司目标价共11次，按最新收盘价计算，目标价涨幅排 名居前的公司有晶品特装、环旭电子、安克创新，目标价涨幅分别为43.02%、35.06%、30.02%，分别 属于军工电子、消费电子行业。 | | | 8家最新被首次覆盖的公司 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 行业 | | 000672 | 上峰水泥 | 东莞证券 | 増持 | 水泥 | | 600732 | 爱相股份 | 开源证券 | 增持 | 光伏设备 | | 605167 | 利柏特 | 国盛证券 | 买人 | 专业工程 | | 688772 | 珠海冠宇 | 国盛证券 | 求人 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [4]. Core Views - The company is a leading player in chemical modular manufacturing with excellent profitability, benefiting from increased investments by core clients in China, leading to significant growth in contract signings and revenue [1][24]. - The industrial modularization penetration rate is continuously increasing, providing a stable order source for the company's main business [2]. - The company plans to raise 750 million yuan through convertible bonds to build a new base in Nantong, which will expand its capacity for large module manufacturing and tap into the nuclear power sector as a new growth point [3][4]. - The nuclear module business is projected to contribute an additional 460 million yuan in performance by 2025, driven by contracts with major nuclear power operators [4]. Summary by Sections 1. Chemical Modular Manufacturing Leader with Excellent Profitability - The company has established a full industry chain layout in chemical EPFCO, integrating design, procurement, modularization, construction, and maintenance [14]. - The company has seen rapid revenue growth due to increased investments from core clients like BASF and Invista, with a total contract amount of 4.2 billion yuan in 2022, doubling its total revenue from 2021 [24][25]. - The company's profitability is superior to its peers, with a gross margin consistently maintained between 15%-20% since 2021, and a projected gross margin of 16.1% for 2024 [30]. 2. Continuous Improvement in Industrial Modularization Penetration - Modular construction offers significant advantages over traditional methods in cost control, construction efficiency, and operational performance, leading to a stable demand for the company's main business [2]. - The company has successfully completed several benchmark large modular projects, enhancing its technical capabilities and establishing stable partnerships with multinational chemical giants [2]. 3. Fundraising for Nantong Base to Enter Nuclear Power Sector - The Nantong base is expected to significantly increase the company's large module manufacturing capacity, with an estimated annual output value of 2.1 billion yuan upon reaching full production [3]. - The nuclear power sector is projected to see substantial growth, with an average annual investment of approximately 160 billion yuan expected to be driven by the construction of new nuclear units [3]. 4. Earnings Forecast, Valuation, and Investment Recommendations - The company is forecasted to achieve net profits of 220 million yuan, 246 million yuan, and 356 million yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 0.49, 0.55, and 0.79 yuan per share [4]. - The current stock price corresponds to a P/E ratio of 28, 25, and 17 for the years 2025, 2026, and 2027, indicating potential for significant earnings growth from the nuclear business [4].