Market Overview - The engineering consulting services sector experienced a decline of 0.42% on August 4, with Zhongshe Consulting leading the drop [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - Notable gainers in the engineering consulting sector included: - Suzhou Planning (301505) with a closing price of 21.88, up 3.01% [1] - Wenwu Liren (603153) with a closing price of 18.01, up 2.33% [1] - Hopu Co., Ltd. (301024) with a closing price of 45.99, up 2.18% [1] - Conversely, significant decliners included: - Zhongshe Consulting (833873) with a closing price of 8.61, down 4.33% [2] - Shenwater Planning Institute (301038) with a closing price of 30.35, down 3.80% [2] - Shiyan Institute (300732) with a closing price of 10.40, down 3.70% [2] Capital Flow - The engineering consulting sector saw a net outflow of 386 million yuan from institutional investors, while retail investors experienced a net inflow of 411 million yuan [2] - The capital flow for specific stocks indicated: - Shanghai Jianke (603153) had a net inflow of 17.28 million yuan from institutional investors [3] - Huayang International (002949) had a net inflow of 6.33 million yuan from institutional investors [3] - Zhongshe Consulting (833873) faced a net outflow of 11.3 million yuan from institutional investors [3]

Core Viewpoint - The Wuhu Longwan Yangtze River Tunnel, as the first cross-river tunnel in Anhui Province and a key project for the integration of the Yangtze River Delta, significantly reduces travel time between Wuhu's northern and southern districts from 40 minutes to 5 minutes, facilitating regional connectivity and development [1][3]. Group 1: Project Overview - The tunnel spans 6009 meters, with nearly 4000 meters being a shield tunnel that traverses a complex geological environment, including a 1800-meter bedrock section [4]. - The project was initiated in 2014, with China International Engineering Consulting Corporation (CIECC) providing comprehensive consulting services, including planning, design, and risk assessment [3][6]. Group 2: Technical Challenges and Solutions - The geological conditions of the tunnel are described as a "geological maze," with varying soil types and significant water pressure, necessitating specialized engineering solutions [4][5]. - CIECC proposed 17 optimization suggestions during the design phase, addressing key technical aspects such as shield machine selection and anti-corrosion techniques [3][4]. Group 3: PPP Model Implementation - The Wuhu Longwan Yangtze River Tunnel is the first standardized PPP project in Wuhu, serving as a model for market-oriented infrastructure development in China [6][7]. - The project features a 30-year cooperation period, balancing government interests and private capital returns through a structured equity model of 5% government and 95% social capital [6][7]. Group 4: Economic and Social Impact - The tunnel enhances the efficiency of transportation networks, allowing access to key locations like Wuhu Xuancheng Airport and Wuhu Port within one hour, thus promoting the flow of resources and integration in the Yangtze River Delta [5][6]. - The project has also stimulated local employment and established a PPP management mechanism, fostering deeper collaboration between the government and construction enterprises [7].

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3428.85万元，游资资金净流出1.61亿元，散 户资金净流入1.95亿元。工程咨询服务板块个股资金流向见下表： 证券之星消息，8月1日工程咨询服务板块较上一交易日上涨0.97%，启迪设计领涨。当日上证指数报收 于3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。工程咨询服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300500 | 启迪设计 | 16.08 | 20.00% | 23.37万 | | 3.65亿 | | 600629 | 华建集团 | 13.70 | 10.04% | 108.27万 | | 13.67亿 | | 301365 | 矩阵股份 | 19.50 | 5.92% | 16.21万 | | 3.24亿 | | 603017 | 中街设计 | 9.84 | 5.47% | P 25.08万 | | 2.45亿 | | 300983 | 尤安设计 ...

Core Viewpoint - The company, Zhongcheng Consulting, is preparing for its IPO on the Beijing Stock Exchange, aiming to raise approximately 200 million yuan, significantly reduced from the previously planned 330 million yuan, with a focus on engineering consulting service network construction and R&D projects [1][2]. Fundraising and Project Summary - The initial fundraising plan included four projects: engineering consulting service network construction, R&D and information technology construction, EPC business expansion, and working capital supplementation, totaling approximately 329.9 million yuan [7]. - The revised plan retains the engineering consulting service network construction project but removes the EPC business expansion project and working capital supplementation [10][12]. Company Experience and Market Position - Zhongcheng Consulting claims to have a strong technical team and project experience, providing services such as engineering cost estimation, bidding agency, project supervision, and management [5]. - Despite the claims, the company has no successful experience in engineering general contracting projects, raising concerns during the IPO review process [8][9]. Financial Performance and Dividend Distribution - The company has engaged in significant financial investments, holding trading financial assets amounting to 172 million yuan by the end of 2024, which constitutes a substantial portion of its total assets [12][13]. - From 2021 to 2023, the company distributed a total of 85.43 million yuan in dividends, with a significant portion benefiting the controlling shareholder, Xu Xuele [14][15]. Control and Governance - The controlling shareholder, Xu Xuele, holds a direct stake of 57.4% and an indirect stake of 29.58%, giving him control over 86.98% of the voting rights [15][17]. - The company recently recognized Lu Jun as a co-controlling person, which has drawn scrutiny from the Beijing Stock Exchange during the IPO inquiry [17].

Group 1 - As of July 31, 2025, the stock price of Zhongshe Co., Ltd. is reported at 12.68 yuan, down 4.30% from the previous trading day [1] - The stock opened at 13.03 yuan, reached a high of 13.35 yuan, and a low of 12.63 yuan during the trading session, with a trading volume of 280,430 hands and a transaction amount of 362 million yuan [1] - Zhongshe Co., Ltd. primarily engages in engineering consulting services, including areas such as housing inspection, and is listed in the Jiangsu sector with a total market capitalization of 1.98 billion yuan [1] Group 2 - During the early trading session on July 31, Zhongshe Co., Ltd. experienced a rapid rebound, with a price increase of over 2% within the first five minutes before 9:35 AM, reaching a peak of 13.19 yuan and a transaction amount of 41.91 million yuan [1]

消息面上，启迪设计近日作为联合体牵头方，签署了河南空港智算中心（一中心）三期项目一批次算力 集群部分建设、维护、运营一体化采购项目，合同金额达8.6亿元。该项目采用国产化技术路线，涉及 液冷服务器、超算设备等，旨在打造高性能算力中心。 截至2025年7月31日收盘，启迪设计股价报13.40元，较前一交易日下跌4.22%，成交额2.46亿元，换手 率10.74%。 启迪设计属于工程咨询服务板块，业务涵盖建筑设计、工程咨询、数字科技等领域。公司近期在新基建 领域持续发力，中标多个数据中心项目。 风险提示：市场有风险，投资需谨慎。 本文源自：金融界 作者：A股君 7月31日盘中，启迪设计股价一度快速反弹，5分钟内涨幅超过2%，但随后回落。当日主力资金净流出 1296.48万元。 ...

Group 1 - The stock price of Jian Ke Yuan on July 31 closed at 15.85 yuan, down 0.47 yuan or 2.88% from the previous trading day [1] - The opening price for the day was 16.32 yuan, with a high of 16.78 yuan and a low of 15.80 yuan, resulting in a trading volume of 111,662 hands and a transaction amount of 181 million yuan [1] - Jian Ke Yuan operates in the engineering consulting services industry, focusing on building engineering technology research and development, consulting services, and testing and certification [1] Group 2 - During the early trading session on July 31, Jian Ke Yuan experienced a rapid rebound, with a price increase of over 2% within the first five minutes, reaching a peak of 16.6 yuan and a transaction amount of 36.91 million yuan [1] - On the same day, the net outflow of main funds was 16.12 million yuan, accounting for 0.69% of the circulating market value [2]

Group 1 - The closing price of Huasheng Group on July 31 was 8.39 yuan, down 1.06% from the previous trading day [1] - The trading volume on that day was 130 million yuan, with a turnover rate of 2.26%, and a total market capitalization of 5.737 billion yuan [1] - Huasheng Group primarily engages in engineering consulting services and is a significant provider of infrastructure construction services in Jiangsu Province, covering areas such as planning consulting, surveying design, and engineering supervision [1] Group 2 - Recently, Huasheng Group established a wholly-owned subsidiary, Jiangsu Huasheng Surveying Technology Co., Ltd., with a registered capital of 10 million yuan [1] - The new company's business scope includes artificial intelligence public data platforms and soil pollution治理与修复服务 [1] - On July 31, the net outflow of main funds was 1.7623 million yuan, accounting for 0.03% of the circulating market value [1]

格隆汇7月31日丨中钢国际(000928.SZ)于投资者互动平台表示，公司没有在柬埔寨与当地公司参与稀土 项目。 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of China Communications Design Co., Ltd. (中交设计), which has a current stock price of 8.1 yuan and a rolling PE ratio of 10.60 times, significantly lower than the industry average of 62.63 times [1][2] - The total market capitalization of the company is 18.586 billion yuan, ranking it 19th in the engineering consulting services industry based on PE ratio [1][2] - As of July 18, 2025, the number of shareholders is 55,939, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - The main business of the company includes engineering technology and design services, with key products such as surveying and design, general contracting, project management, engineering testing, and supervision [1] - The company has received over 40 technology-related awards, including 3 at the provincial and ministerial level or above, and holds nearly 200 authorized invention patents, including 2 international patents [1] - In the latest quarterly report for Q1 2025, the company reported operating revenue of 1.674 billion yuan, a year-on-year decrease of 21.77%, and a net profit of 93.9317 million yuan, a year-on-year increase of 1.91%, with a gross profit margin of 14.83% [1]