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].

中铝国际工程股份有限公司关于境外项目签订合同的公告 2025年12月26日，中铝国际工程股份有限公司与境外客户签署某项目合同，合同总金额约为140亿元人 民币。公司对客户信息及项目细节予以豁免披露，并已履行相关审批程序。客户履约能力较强，公司与 客户无关联关系。合同的履行对公司业务独立性不构成影响。合同收入将根据履约进度逐步确认，对公 司收入有积极影响。合同履行过程中可能存在因政策、市场、环境等不可预计因素导致无法如期或全面 履行的风险。 中铝国际工程股份有限公司关于青铜峡电解槽"以大代小"升级改造项目中标进展的公告 2025年11月27日，中铝国际控股子公司沈阳铝镁设计研究院有限公司与多家单位组成联合体，中标青铜 峡电解槽"以大代小"升级改造项目。近日，联合体与青铜峡铝业股份有限公司签署EPC工程总承包合 同，合同金额为2,908,685,800.00元，工程规模为42万吨电解铝项目，工期分别为投产410天、竣工775 天。公司控股子公司沈阳院和全资子公司六冶负责部分合同金额约2,347,694,474.12元，约占公司2024年 度经审计营业收入的9.78%。项目顺利实施将对公司当期及未来年度业绩产生积极 ...

公司公告汇总 中国中材国际工程股份有限公司原定于2025年12月29日14:30召开2025年第六次临时股东会，因重要会 议时间冲突，调整至当日13:30召开。股权登记日仍为2025年12月22日，会议地点、召开方式、审议事 项及登记方式等其他事项不变。网络投票时间维持不变，通过交易系统和互联网投票平台在会议当日进 行。公司对调整带来的不便表示歉意，并确保会议依法依规顺利召开。 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，中材国际（600970）报收于10.23元，较上周的10.28元下跌0.49%。本周， 中材国际12月24日盘中最高价报10.6元，股价触及近一年最高点。12月26日盘中最低价报10.15元。中材 国际当前最新总市值268.21亿元，在专业工程板块市值排名3/39，在两市A股市值排名741/5178。 本周关注点 公司公告汇总：股东会时间由14:30调整至13:30召开 ...

证券之星消息，12月26日专业工程板块较上一交易日下跌0.47%，柏诚股份领跌。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%。专业工程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) | | | --- | --- | --- | --- | --- | --- | --- | | 605598 | 一海港湾 | 68.09 | 10.00% | 16.92万 | | 11.21亿 | | 002564 | 天沃科技 | 7.75 | 4.17% | 41.91万 | | 3.31亿 | | 920019 | 铜冠矿建 | 20.78 | 3.54% | 5.89万 | | 1.22亿 | | 601068 | 中铝国际 | 6.00 | 2.21% | - 33.87万 | | 2.02亿 | | 6565209 | 百利科技 | 6.26 | 1.62% | 21.77万 | | 1.36亿 | | 601618 | 中国中治 | 3.00 | 0.67% | 156.52万 | | 4.69亿 | | ...

| | | | 12月25日目标价涨幅排名 | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 플날目牺牲 | 目标涨幅 | | | | | | (元) | (%) | | 300384 | 三联虹普 | 中信证券 | 买人 | 20.00 | 24.53 | | 600859 | 王府井 | 中信证券 | 买人 | 18.00 | 19.05 | | 601990 | 南京证券 | 华创证券 | 推荐 | 9.45 | 18.13 | | 600346 | 恒力石化 | 中信证券 | 买人 | 24.00 | 15.72 | | 601689 | 拓普集团 | 群益证券(香港) | 买进 | 81.00 | 12.77 | 从券商推荐家数来看，12月25日有20家上市公司得到券商推荐，其中领益智造获得2家推荐，国机重装、南京证 券等获得1家推荐。 | | 12月25日券商推荐家数排名 | | | | | --- | --- | --- | --- | --- | | 券代码 | 证券名称 | 收盘价 (元) | 评级 ...

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies as recommended by brokerage firms on December 25, with notable increases for Sanlian Hongpu, Wangfujing, and Nanjing Securities [1][2] - Sanlian Hongpu (300384) received a target price increase of 24.53% to 20.00 CNY, while Wangfujing (600859) saw a 19.05% increase to 18.00 CNY, and Nanjing Securities (601990) had an 18.13% increase to 9.45 CNY [2] - A total of 20 listed companies received recommendations from brokerage firms on December 25, with Lingyi Technology receiving recommendations from 2 firms, and Guoji Heavy Industry and Nanjing Securities each receiving 1 recommendation [2] Group 2 - On December 25, only one company had its rating upgraded, with Zhongyou Securities raising Beijing Junzheng's rating from "Hold" to "Buy" [4][5] - A total of 7 companies received initial coverage from brokerage firms on December 25, including Guoji Heavy Industry, Dongfang Precision, and Dongwei Technology, all rated "Buy" by Aijian Securities, while Nanjing Securities received a "Recommended" rating from Huachuang Securities [5][6] - Other companies receiving initial coverage include Jin Guo Co. rated "Buy" by Kaiyuan Securities, and Huayin Technology rated "Buy" by Guohai Securities [6]

Group 1 - The core viewpoint of the article highlights the target price increases for certain listed companies as recommended by brokerages, with significant growth percentages noted for specific firms [1] - The companies with the highest target price increases include Sanlian Hongpu at 24.53%, Wangfujing at 19.05%, and Nanjing Securities at 18.13%, representing the professional engineering, general retail, and securities industries respectively [1] - On December 25, a total of 20 listed companies received brokerage recommendations, with Lingyi Zhizhao receiving 2 recommendations and Guoji Zhongzhuang and Nanjing Securities each receiving 1 recommendation [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605598 | 一海港澳 | 61.90 | 10.01% | 10.70万 | 6.51亿 | | 603163 | 圣晖集成 | 85.92 | 10.00% | 7.23万 | · 5.86亿 | | 603098 | 森特股份 | 14.29 | 5.77% | 22.31万 | 3.24亿 | | 002593 | 日上集团 | 6.46 | 5.73% | 117.66万 | 7.62亿 | | 605178 | 时空科技 | 54.67 | 2.86% | 10.34万 | 5.60亿 | | 603637 | 镇海股份 | 11.04 | 2.70% | 5.24万 | 5743.75万 | | 600477 | 杭萧钢构 | 2.72 | 2.26% | 35.28万 | 9451.19万 | | 601133 | 柏诚股份 | 17.85 | 2.12% | 48.46万 | 8.44亿 | | 000065 | 北方国际 | ...

证券之星消息，12月23日专业工程板块较上一交易日上涨0.87%，利柏特领涨。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。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 | = 1.04 Z | 14.27% | -1623.55万 | -2.22% | -8794.00万 | -12.05% | | 601133 | 柏诚股份 | 8148.31万 | 14.67% | -3781.49万 | -6.81% | -4366.82万 | -7.86% | | 000032 | 深桑达A | 5046.16万 | 9.75% | -2895.01万 | -5.60% | -2151.15万 | -4.16% | | 603163 | 圣晖隼成 | 2210.63万 | 23.18% | -934.00万 ...

资料显示，东华工程科技股份有限公司位于安徽省合肥市包河区望江东路70号，成立日期2001年7月18 日，上市日期2007年7月12日，公司主营业务涉及化工、环境治理及基础设施等工程业务、运营等实业 和商业保理等现代服务业。主营业务收入构成为：总承包收入88.80%，其他8.28%，设计、技术性收入 2.92%。 东华科技所属申万行业为：建筑装饰-专业工程-化学工程。所属概念板块包括：煤化工、固废处理、钛 白粉、碳中和、节能环保等。 12月23日，东华科技盘中上涨2.29%，截至09:51，报11.63元/股，成交2950.47万元，换手率0.37%，总 市值82.34亿元。 资金流向方面，主力资金净流出231.90万元，特大单买入0.00元，占比0.00%，卖出180.21万元，占比 6.11%；大单买入147.04万元，占比4.98%，卖出198.73万元，占比6.74%。 东华科技今年以来股价涨19.53%，近5个交易日涨4.12%，近20日涨6.21%，近60日涨6.40%。 今年以来东华科技已经2次登上龙虎榜，最近一次登上龙虎榜为9月29日。 机构持仓方面，截止2025年9月30日，东华科技十大流通股 ...