Key Insights on Infrastructure Investment Opportunities - A seasonal infrastructure construction boom occurs from the end of the Spring Festival to the conclusion of the National People's Congress, lasting approximately 1-1.5 months, presenting significant investment opportunities[2] - The report identifies 10 strong sub-sectors with high odds and win rates, including engineering consulting services, environmental equipment, environmental governance, general equipment, specialized engineering, non-metallic materials, new metallic materials, specialized equipment, decoration, and plastics, with average returns of 12-15% and excess returns of 4-8% over the past decade[2][10] Selected Stocks from Strong Sub-sectors - The report highlights a portfolio of 18 stocks selected from the 10 strong sub-sectors based on a scoring model, which includes: - Engineering consulting: Qidi Design (average excess return 22.7%, win rate 100%) and Jian Ke Yuan (average excess return 16.4%, win rate 100%)[3][19] - Environmental equipment: Xianhe Environmental (average excess return 11.7%, win rate 90%) and Senyuan Co. (average excess return 12.2%, win rate 80%)[3][20] - Environmental governance: Shanghai Washba (average excess return 36.0%, win rate 100%) and Dechuang Environmental (average excess return 19.1%, win rate 89%)[3][23] - General equipment: Jialitu (average excess return 35.3%, win rate 100%) and Jinyang Sun (average excess return 28.8%, win rate 100%)[3][26] Performance and Risk Considerations - The selected 10 strong sub-sectors have consistently shown high absolute and excess return probabilities, with a stable performance track record over the past decade[10][13] - Risks include limitations of comparative studies, market learning effects leading to volatility, unexpected market downturns, and individual stock risks impacting the overall portfolio[4]

证券之星消息，1月30日工程咨询服务板块较上一交易日上涨1.17%，太极实业领涨。当日上证指数报收 于4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600667 | 太极实业 | 11.22 | 10.00% | 356.81万 | | 39.10亿 | | 301505 | 苏州规划 | 26.65 | 3.82% | 4.70万 | | 1.23亿 | | 300668 | 杰恩设计 | 25.81 | 3.78% | 7.59万 | | 2006"T | | 300989 | 蓄奧规划 | 16.15 | 3.33% | 7.90万 | | 1.28亿 | | 300977 | 深圳瑞捷 | 24.97 | 3.31% | 6.05万 | | 1.50亿 | | 002883 | 中设股份 | 10.29 | 2.59% | 18.47万 | | 1.86亿 ...

证券日报网讯1月29日，甘咨询（000779）在互动平台回答投资者提问时表示，在对外市场拓展方面， 公司在新疆、青海、重庆、四川、宁夏、内蒙古等地区均已获得订单，部分订单正在有序推进实施。 ...

Core Viewpoint - The company, Gan Consulting (000779), emphasizes its commitment to enhancing its engineering consulting services by leveraging its strengths in talent, technology, and qualifications to expand market orders and improve operational performance [1]. Group 1 - The main business of the company is engineering consulting services [1]. - The company plans to fully utilize its advantages in talent, technology, and qualifications [1]. - There is a focus on increasing efforts to expand market orders [1].

证券日报网讯 1月29日，甘咨询（000779）在互动平台回答投资者提问时表示，公司立足区域发展实 际，充分发挥在规划咨询、勘察设计、检测鉴定等领域的专业优势，构建跨部门、跨专业的业务协同机 制，切实提升前端策划与服务能力，为各级政府及投资主体提供从项目策划、投融资方案到全过程管理 的综合性决策咨询服务。 ...

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2.22亿元，游资资金净流入3583.75万元，散 户资金净流入1.87亿元。工程咨询服务板块个股资金流向见下表： 证券之星消息，1月29日工程咨询服务板块较上一交易日下跌0.46%，中设股份领跌。当日上证指数报收 于4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。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) | | --- | --- | --- | --- | --- | --- | | 920892 | 广咨国际 | 18.18 | 5.21% | 4.28万 | 7691.41万 | | 300778 | 新城市 | 14.35 | 4.06% | 12.96万 | 1.85亿 | | 300977 | 深圳瑞捷 | 24.17 | 3.07% | 4.79万 | 1.16亿 | | 300675 | 建科院 | 16.42 | 2.24% | 8.14万 | 1.35亿 | | 300844 | 山水比德 | 43.16 | 2.06% | 1.76万 ...

格隆汇1月29日丨甘咨询(000779.SZ)在投资者互动平台表示，公司未参与川气东送二线跨区域项目。 ...

证券日报网讯 1月28日，中设咨询发布公告称，公司预计2025年归属于上市公司股东的净利润为-7500 万元至-5500万元，上年同期为-10502.99万元，亏损收窄。 （文章来源：证券日报） ...

证券日报网讯1月28日，甘咨询（000779）在互动平台回答投资者提问时表示，公司于2024年4月24日披 露《甘肃工程咨询集团股份有限公司未来三年(2024年-2026年)股东回报规划》，该规划已经公司2023年 度股东大会审议通过，请查阅相关公告。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300668 | 杰恩设计 | 25.45 | -7.69% | 9.46万 | | 2.48亿 | | 300492 | 类图川智 | 79.37 | -7.62% | 5.63万 | 4.55 G | | | 300977 | 深圳瑞捷 | 23.45 | -7.09% | 7.16万 | | 1.72亿 | | 920427 | 保健设计 | 15.72 | -4.61% | 9.99万 | | 1.59亿 | | 301024 | 霍普股份 | 37.62 | -4.27% | 1.87万 | 7149.98万 | | | 603017 | 中衡设计 | 11.83 | -3.74% | 10.93万 | | 1.30亿 | | 301365 | 矩阵股份 | 24.77 | -3.32% | 3.18万 | 7929.76万 | | | 300732 | 设研院 | 7.61 | -2.93% | 11.19万 | 859 ...