公司公告汇总 关于获得政府补助的公告 截至2025年12月31日，同济科技及下属子公司2025年累计获得政府补助2931.19万元，占公司最近一期 经审计净利润的7.22%，均为与收益相关的政府补助。上述补助金额未经审计，具体会计处理及对公司 损益的影响将以年度审计结果为准。 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。 截至2025年12月26日收盘，同济科技（600846）报收于14.15元，较上周的14.1元上涨0.35%。本周，同 济科技12月22日盘中最高价报14.4元。12月25日盘中最低价报13.56元。同济科技当前最新总市值82.16 亿元，在工程咨询服务板块市值排名7/41，在两市A股市值排名2277/5181。 本周关注点 公司公告汇总：同济科技及子公司2025年累计获政府补助2931.19万元，占最近一期经审计净利润 的7.22%。 ...

1. Report's Investment Rating for the Industry - No information provided regarding the industry's investment rating. 2. Core Views of the Report - Bullish on the equity market during the "Spring Rally". With the expected strengthening of underlying stocks and seasonal effects, there is a slight room for convertible bond valuations to increase. When selecting bonds, focus on the performance elasticity of the underlying stocks. For near - maturity convertible bonds, consider participating in the underlying stocks [27]. - In the stock market, in December 2025, the risk appetite was high. Looking ahead, the RMB appreciation expectation is strengthening, and with the end of the year - end ranking assessment of financial institutions, the "Spring Rally" is expected to gradually kick off. In January, if the market adjusts during the intensive performance forecast period, investors can buy on dips and focus on resources, AI computing power, batteries, polyester industry chain, AI edge devices, and securities [27]. - In the convertible bond market, in December 2025, the CSI Convertible Bond Index reached a new high since July 2015. Although the share of convertible bond ETFs continued to decline, the market premium rate increased. In the future, due to seasonal effects, some institutional investors may gradually increase their positions in January, and convertible bond valuations have a slight room for improvement [27]. 3. Summary of Each Section 3.1 2025 December Convertible Bond Market Review - **Stock and Bond Market Review**: In December, the equity market fluctuated upwards, and the bond market generally fluctuated. The Shanghai Composite Index rose for nearly 10 consecutive trading days in the middle and late - December, closing at 3963.68 on December 26, with a monthly increase of 1.27%. The 10 - year Treasury bond yield closed at 1.838% on December 26, up 0.10bp from the beginning of the month, and the 30 - year Treasury bond yield closed at 2.223%, up 3.32bp from the beginning of the month [4][8]. - **Convertible Bond Market Review**: The convertible bond market generally rose following the equity market. The premium rates of convertible bonds in all parity ranges increased, but convertible bond ETFs continued to face outflow pressure. Five convertible bonds announced downward revisions, one more than the previous month, and 10 convertible bonds announced forced redemptions, two less than the previous month. The CSI Convertible Bond Index closed at 493.2 on December 26, up 2.31% [5][8]. - **Industry Performance**: In the Shenwan industry classification, sectors such as national defense and military industry (+12.25%), communication (+10.55%), and non - bank finance (+8.27%) performed well, while sectors such as media (-4.77%), banks (-3.68%), and coal (-3.62%) declined [8]. 3.2 2026 January Convertible Bond Allocation Strategy - **Stock Market Outlook**: The RMB appreciation expectation is strengthening, and the "Spring Rally" is expected to start. In January, if the market adjusts during the performance forecast period, investors can buy on dips. Focus on resources, AI computing power, batteries, polyester industry chain, AI edge devices, and securities [27]. - **Convertible Bond Outlook**: Due to seasonal effects, some institutions may increase their positions in January. Convertible bond valuations have a slight room for improvement. When selecting bonds, relative - return funds should focus on high - probability sectors with a high - beta underlying stocks, and absolute - return funds should focus on high - odds sectors [27][28]. - **Bond Selection Suggestions**: For relative - return funds, focus on sectors such as lithium - battery materials, semiconductor equipment and materials, power semiconductors, high - quality auto parts, anti - involution industries, and securities. For absolute - return funds, focus on industry leaders with low valuations, sectors such as pig farming, power, and water supply, and convertible bond debt - to - equity conversion [28]. 3.3 2026 January "Top Ten Convertible Bonds" Portfolio | Convertible Bond Code | Convertible Bond Name | Underlying Stock Name | Industry | Balance (Billion Yuan) | Convertible Bond Price (Yuan) | Convertible Bond Parity (Yuan) | Conversion Premium Rate (%) | Rating | Recommendation Reason | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 113043.SH | Caitong Convertible Bond | Caitong Securities | Securities II | 37.99 | 133.52 | 109.71 | 21.70 | AAA | The securities sector will see a double - hit of valuation and profit in a bull market [30]. | | 123254.SZ | EVE Convertible Bond | EVE Energy | Battery | 49.98 | 167.64 | 134.65 | 24.51 | AA+ | The demand for energy storage is strong, and the shipment volume in the third quarter increased significantly year - on - year and quarter - on - quarter [30]. | | 113695.SH | Huachen Convertible Bond | Jiangsu Huachen | Power Grid Equipment | 4.60 | 160.16 | 122.10 | 31.17 | A+ | The company's new production capacity is put into operation just as the demand for energy storage is growing rapidly [30]. | | 113634.SH | Proya Convertible Bond | Proya | Cosmetics | 7.51 | 125.13 | 70.36 | 77.83 | AA | As a domestic beauty leader, its brand and product strength are outstanding, and its valuation at a historical low is expected to be restored [30]. | | 113616.SH | Will Semiconductor Convertible Bond | Will Semiconductor | Semiconductor | 24.32 | 124.07 | 78.35 | 58.36 | AA+ | The company is accelerating its introduction into intelligent driving and emerging markets and has launched new mobile phone products with strong competitiveness [30]. | | 118040.SH | Hongwei Convertible Bond | Hongwei Technology | Semiconductor | 4.30 | 149.72 | 116.17 | 28.88 | A | Power semiconductors benefit from the growth of power supply and energy storage demand [30]. | | 113674.SH | Huashe Convertible Bond | Huashe Group | Engineering Consulting Service II | 4.00 | 129.29 | 89.47 | 44.51 | AA | As a leader in infrastructure design, its main business is stabilizing, and intelligent design and low - altitude economy provide growth points [30]. | | 123222.SZ | Bojun Convertible Bond | Bojun Technology | Auto Parts | 2.44 | 224.63 | 194.72 | 15.36 | A+ | The growth of customer sales and the increase in ASP per vehicle drive up revenue and profit [30]. | | 113666.SH | Aima Convertible Bond | Aima Technology | Motorcycle and Others | 19.99 | 125.11 | 79.63 | 57.12 | AA | The new national standard may promote the market share of the two - wheeled vehicle leader [30]. | | 123247.SZ | Wankai Convertible Bond | Wankai New Materials | Plastics | 19.64 | 172.30 | 150.18 | 14.73 | AA | Under the "anti - involution" of bottle chips, the processing fee is expected to stabilize, and the company is entering the rPET blue - ocean market [30]. |

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600629 | 华建集团 | 21.70 | 9.98% | 76.98万 | 16.40亿 | | 301136 | 招标股份 | 20.26 | 3.26% | 22.78万 | 4.59 Z | | 300778 | 新城市 | 13.88 | 3.12% | 9.67万 | 1.32亿 | | 300492 | 交图可谓 | 74.30 | 2.71% | 1.56万 | 1.14亿 | | 301091 | 深城交 | 26.74 | 2.26% | 11.54万 | 3.08亿 | | 002949 | 华阳国际 | 15.55 | 2.24% | 5.85万 | 9062.74万 | | 603257 | 中国瑞林 | 59.30 | 2.19% | 2.82万 | 2697 | | 920873 | 中设咨询 | 7.74 | 2.11% | 2.71万 | 2086.67万 | | 300826 | 测绘股份 | 4 17.10 ...

Market Overview - The engineering consulting services sector experienced a decline of 1.32% on December 30, with bidding shares leading the drop [1] - The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index closed at 13604.07, up 0.49% [1] Stock Performance - Key stocks in the engineering consulting services sector showed varied performance: - 勘设股份 (Code: 603458) rose by 10.01% to a closing price of 10.44, with a trading volume of 419,200 shares and a transaction value of 423 million [1] - 杰恩设计 (Code: 300668) increased by 2.09% to 28.78, with a trading volume of 115,500 shares and a transaction value of 335 million [1] - 华阳国际 (Code: 002949) saw a slight increase of 0.73% to 15.21, with a trading volume of 53,100 shares and a transaction value of 80.49 million [1] - On the downside, 指标股份 (Code: 301136) fell by 7.06% to 19.62, with a trading volume of 333,900 shares and a transaction value of 680 million [2] Capital Flow - The engineering consulting services sector experienced a net outflow of 193 million from major funds, while retail investors saw a net inflow of 175 million [2] - The detailed capital flow for specific stocks indicates: - 勘设股份 had a net inflow of 43.45 million from major funds but a net outflow of 45.72 million from speculative funds [3] - 太极实业 (Code: 600667) recorded a net inflow of 30.35 million from major funds [3] - 中达安 (Code: 300635) had a net inflow of 332.95 million from major funds and a net inflow of 182.93 million from speculative funds [3]

12月29日，苏交科涨0.13%，成交额7144.63万元。两融数据显示，当日苏交科获融资买入额1203.43万 元，融资偿还699.41万元，融资净买入504.02万元。截至12月29日，苏交科融资融券余额合计3.81亿 元。 融资方面，苏交科当日融资买入1203.43万元。当前融资余额3.79亿元，占流通市值的3.78%，融资余额 低于近一年10%分位水平，处于低位。 融券方面，苏交科12月29日融券偿还4000.00股，融券卖出3.31万股，按当日收盘价计算，卖出金额 26.28万元；融券余量22.19万股，融券余额176.19万元，低于近一年50%分位水平，处于较低位。 机构持仓方面，截止2025年9月30日，苏交科十大流通股东中，南方中证1000ETF（512100）位居第十 大流通股东，持股692.62万股，为新进股东。香港中央结算有限公司退出十大流通股东之列。 责任编辑：小浪快报 资料显示，苏交科集团股份有限公司位于江苏省南京市建邺区富春江东街8号，成立日期2002年8月29 日，上市日期2012年1月10日，公司主营业务涉及交通工程咨询与工程承包业务。主营业务收入构成 为：工程咨询99.70% ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600846 | 同济科技 | 13.41 | -5.23% | 8.44万 | 1.16亿 | | 920149 | 旭杰科技 | 11.57 | -2.28% | 8901.5 | 1037.76万 | | 002949 | 华阳国际 | 15.10 | -2.27% | 5.44万 | 8200.76万 | | 300983 | 尤安设计 | 27.77 | -1.52% | 1.69万 | 4732.92万 | | 920208 | 青短技术 | 24.81 | -1.35% | 7267.38 | 1814.22万 | | 300492 | 保图川谐 | 73.52 | -1.33% | 1.13万 | 8371.39万 | | 920873 | 中设咨询 | 7.65 | -1.29% | 2.85万 | 2193.23万 | | 920427 | 华维设计 | 12.33 | -1.20% | 9493.43 | 1173.51万 | ...

据交易所数据显示，截至12月29日收盘，大盘主力资金净流出718.28亿元。主力资金流入前十大板块分别为： 银行（11.14亿元）、 石油行业（8.88亿 元）、 多元金融（8.77亿元）、化纤行业（6.51亿元）、 风电设备（6.08亿元）、 软件开发（4.99亿元）、工程咨询服务（3.80亿元）、 工程机械（2.19亿 元）、电子元件（1.95亿元）、水泥 建材（0.99亿元）。 | | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 银行 | 0.53 | 11.14亿元 | 兴业银行 | | 石油行业 | 2.14 | 8.88亿元 | 史史酒日 | | 多元金融 | 2.06 | 8.77亿元 | 翠微股份 | | 化纤行业 | 2.93 | 6.51亿元 | 吉林化纤 | | 风电设备 | 1.02 | 6.08亿元 | 金风科技 | | 软件开发 | -0.28 | 4.99亿元 | 拓维信息 | | 工程咨询服 | 1.1 1 | 3.80亿元 | 华建集团 | | --- | --- | --- | --- | | 务 | ...

证券之星消息，12月26日工程咨询服务板块较上一交易日上涨0.3%，苏州规划领涨。当日上证指数报收 于3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。工程咨询服务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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600629 | 华建集团 | 1.23 Z | 11.61% | 5289.11万 | 5.00% | -1.76 Z | -16.62% | | 301136 招标股份 | | 6812.09万 | 7.81% | 3205.46万 | 3.67% | -1.00 Z | -11.48% | | 300989 | 출奥规划 | 4577.11万 | 20.25% | -3946.76万 | -17.46% | -630.35万 | -2.79% | | 301505 | 苏州规划 | 2214.51万 | 8.56% | 170.81万 | 0.66% | ...

从资金流向上来看，当日工程咨询服务板块主力资金净流出1.04亿元，游资资金净流入2423.87万元，散 户资金净流入8025.53万元。工程咨询服务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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 686000 | 蓄圆规划 | -5066.48万 | 24.48% | -935.63万 | -4.52% | -4130.85万 | -19.96% | | 600629 华建集团 | | 2664.42万 | 5.92% | -454.22万 | -1.01% | -2210.20万 | -4.91% | | 300668 杰恩设计 | | 2272.78万 | 5.16% | -1214.24万 | -2.75% | -1058.54万 | -2.40% | | 002949 华阳国际 | | 1342.59万 | 7.03% | -1935.58万 | -10.14% | 592.99万 ...

1、在销售模式方面 已建立华南、华东、中南、东南、西部、华北六大业务区域，与此同时通过投标和客户直接委托两种形 式获取业务。 2、在生产模式方面 来源：贝哲斯咨询 一、业务 广州地铁设计研究院股份有限公司主营业务包括轨道交通、市政、建筑等领域的勘察设计、规划咨询、 工程总承包等，核心业务是轨道交通的勘察设计业务。主营业务共营收12.32亿元，在营收中的占比 99.91%，其他业务为0.01亿元，占比为0.09%，除此之外，依照地区来看，广东省外总营收占比 25.04%，广东省内则占比74.96%。 二、主要经营模式 获取项目后，根据具体项目的业务类型和客户需求，进行下达任务单，组织开展项目策划、项目执行、 项目验收、项目总结归档等环节，开展具体项目生产任务。 3、在采购模式方面 四、资源和科技创新 1、资源 公司作为少数同时拥有城乡规划编制甲级和工程勘察设计综合甲级能力的工程咨询企业，积累了100多 条轨道交通线路设计总体总包、设计总承包和工程咨询业绩。同时，也有丰富的城市规划编制经验，能 够针对TOD覆盖的规划、交通以及城市空间三大板块。 2、科技创新 建立了相应的采购流程和管理办法，根据具体项目的采购需求 ...