Group 1 - The core viewpoint of the article is that infrastructure investment in China has shown a year-on-year growth of 3.2% from January to May, excluding the power, heating, gas, and water production and supply industries [1] Group 2 - Investment in the water transportation industry increased by 18.9% [1] - Investment in water conservancy management grew by 12.6% [1] - Investment in railway transportation rose by 5.9% [1]

天眼查商业履历信息显示，深圳市水务规划设计院股份有限公司，成立于2008年，位于深圳市，是一家 以从事水利管理业为主的企业。企业注册资本17160万人民币，实缴资本13200万人民币。公司法定代表 人为朱闻博。 通过天眼查大数据分析，深圳市水务规划设计院股份有限公司共对外投资了12家企业，参与招投标项目 5000次，知识产权方面有商标信息9条，专利信息163条，此外企业还拥有行政许可64个。 金融界消息 截至2025年8月14日收盘，深水规院（301038）报收于36.64元，上涨0.69%，换手率 14.21%，成交量31.69万手，成交金额12.00亿元。 资金流向方面，今日主力资金净流出1948.07万元，占比成交额1.62%。其中，超大单净流出341.49万 元、占成交额0.28%，大单净流出1606.58万元、占成交额1.34%，中单净流出流入124.57万元、占成交 额0.1%，小单净流入1823.50万元、占成交额1.52%。 深水规院最新一期业绩显示，截至2025一季报，公司营业总收入9652.27万元、同比减少11.40%，归属 净利润2946.20万元，同比减少125.25%，扣非净利润3 ...

Group 1 - The core viewpoint of the article is that Hangmin Co., Ltd. announced the convening of its 10th third board meeting on August 11, 2025, to discuss the appointment of an accounting firm for the 2025 fiscal year [1] - For the fiscal year 2024, the revenue composition of Hangmin Co., Ltd. is as follows: Jewelry and gold business accounts for 61.33%, textile industry for 36.06%, power generation for 7.57%, wholesale for 4.42%, and water management for 0.89% [1] - As of the report date, the market capitalization of Hangmin Co., Ltd. is 7.6 billion yuan [1]

Group 1 - Jiangsu Kela Materials Technology Co., Ltd. applied for a patent titled "A Heterojunction Battery Cell and Its Preparation Method and Production Equipment" with publication number CN120456621A, filed on May 2025 [1] - The patent involves a heterojunction battery cell that includes an N-type silicon wafer, various layers of amorphous silicon, microcrystalline silicon, transparent conductive films, and a protective layer [1] - The company has a total of 48 patent filings, indicating a strong focus on innovation and technology development [2] Group 2 - Jiangsu Kela Materials Technology Co., Ltd. was established in 2017 and is located in Suzhou, primarily engaged in water management [2] - The company has a registered capital of 10 million RMB and has made investments in 4 other enterprises [2] - The company has participated in 9 bidding projects and holds 6 trademark registrations [2]

企业名称天津富水智慧水务有限公司法定代表人韩剑注册资本200万人民币国标行业水利、环境和公共 设施管理业>水利管理业>其他水利管理业地址天津市滨海高新区华苑产业区（环外）海泰发展六道3号 星企一号园区研发楼618企业类型有限责任公司营业期限2025-8-7至无固定期限登记机关天津滨海高新 技术产业开发区市场监督管理局 天眼查显示，近日，天津富水智慧水务有限公司成立，法定代表人为韩剑，注册资本200万人民币，天 津中科赛威智慧科技有限公司、北京富水智慧水务有限公司持股。 序号股东名称持股比例1天津中科赛威智慧科技有限公司50%2北京富水智慧水务有限公司50% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；智能水务系统开发；货 物进出口；泵及真空设备销售；环境保护专用设备销售；消防技术服务；消防器材销售；水下系统和作 业装备销售；安防设备销售；气体、液体分离及纯净设备销售；非常规水源利用技术研发；水质污染物 监测及检测仪器仪表销售；新材料技术研发；再生资源销售；环境卫生公共设施安装服务；物联网应用 服务；资源循环利用服务技术咨询；生态环境材料销售；人工智能公共服务平台技术咨询服务；普通机 ...

Group 1 - A new company, CCCC First Highway (Baoding) Water Conservancy Engineering Co., Ltd., has been established, with Dai Fangjun as the legal representative [1] - The company is involved in flood control and drainage facility management, municipal facility management, landscaping engineering construction, and environmental emergency management services [1][2] - The registered capital of the company is 1 million yuan, and it is located in Baoding City, Hebei Province [2] Group 2 - The company is jointly held by China Communications Construction Company (CCCC) and its subsidiary, CCCC First Highway Group Co., Ltd., which holds a 90% stake [3] - Other shareholders include China Life Asset Management Co., Ltd. with an 8.84% stake, and China Construction Bank Financial Asset Investment Co., Ltd. with a 6.75% stake [3]

"今年'两重'建设项目清单8000亿元已全部下达完毕，中央预算内投资7350亿元已基本下达完毕。"国家发展改革委政策研 究室主任、新闻发言人蒋毅在8月1日国家发展改革委举行的新闻发布会上透露。 本报记者 韩昱 中共中央政治局7月30日召开会议（以下简称"会议"）。会议强调，高质量推动"两重"建设，激发民间投资活力，扩大有 效投资。 "今年'两重'建设呈现加速和加力两个明显特征。"吉林省财政科学研究所所长、研究员张依群在接受《证券日报》记者采 访时表示，会议强调"扩大有效投资"抓住了当前投资领域的关键。下半年，随着政府债券发行进度加快和投资实物工作量增 加，经济企稳回升态势将会更加明显，内需潜力也将不断释放。 "两重"建设进度明显加快 "两重"建设包括国家重大战略实施和重点领域安全能力建设，是党中央着眼强国建设、民族复兴全局作出的一项重大决策 部署，事关国家安全和民生福祉。 今年《政府工作报告》明确提出，"用好超长期特别国债，强化超长期贷款等配套融资，加强自上而下组织协调，更大力 度支持'两重'建设"。那么，今年以来"两重"建设情况如何？ 国家统计局最新数据显示，上半年，民间项目投资平稳增长。分行业看，住宿和餐 ...

Core Viewpoint - The investment in fixed assets is showing a stable growth trend, with significant contributions from various sectors, particularly in infrastructure and equipment purchases, despite some fluctuations in growth rates [4][5][7][10]. Investment Growth Analysis - In the first half of the year, the total fixed asset investment (excluding rural households) reached 248,654 billion yuan, reflecting a year-on-year growth of 2.8%. The nominal growth rate has slightly declined compared to the previous months [4]. - The actual growth rate, after adjusting for price factors, is 5.3%, indicating a stable investment environment despite a 0.3 percentage point decrease compared to the same period last year [4][5]. Sector Performance - Investment in the primary industry grew by 6.5%, while the secondary industry saw a 10.2% increase. However, the tertiary industry experienced a decline of 1.1% [4]. - Equipment and tool purchases surged by 17.3%, significantly outpacing overall investment growth, contributing 86.0% to the total investment increase [7]. - Infrastructure investment rose by 4.6%, with notable growth in water transportation (21.8%) and water management (15.4%) sectors [7]. Policy and Future Outlook - The government is focusing on high-quality "two new" and "two heavy" construction projects, with a total project list of 800 billion yuan fully allocated [10]. - There is an emphasis on enhancing the investment environment and encouraging private sector participation, particularly in transportation, energy, and water conservancy sectors [10][11]. - The potential for fixed asset investment remains significant, especially in new production capacities and urban renewal projects [11].

投资增速放缓不意味着投资空间收缩。从上半年多方面投资数据看，有效投资规模仍在持续扩大。 根据国家统计局数据，上半年，设备工器具购置投资同比增长17.3%，增速比全部投资高14.5个百分 点，对全部投资增长的贡献率为86.0%。 上半年充换电基础设施完成投资额同比增长近70%、今年中央预算内投资基本下达完毕、上半年设备工 器具购置投资同比增长17.3%……最近，国家发展改革委等多部门接连公布上半年投资情况。专家分 析，上半年，各地区各部门统筹用好中央预算内投资、超长期特别国债、地方政府专项债等政策工具， 加快推进"两重"建设和"两新"工作，聚焦关键领域和薄弱环节积极扩大有效投资，推动固定资产投资平 稳增长。 投资实际增速基本稳定 上半年，全国固定资产投资(不含农户)248654亿元，同比增长2.8%。怎么看这一增速？ 一看名义增速。上半年，全国固定资产投资(不含农户)同比增长2.8%，这是名义增长速度，较前5个月 有所回落。分产业看，第一产业投资4816亿元，同比增长6.5%；第二产业投资88294亿元，增长 10.2%；第三产业投资155543亿元，下降1.1%。 二看实际增速。扣除价格因素影响，上半年固定资 ...

Group 1 - The State Intellectual Property Office of China granted a patent for a "Diffuser" to China Petroleum & Chemical Corporation, Sinopec Engineering Group Co., Ltd., and Sinopec Guangzhou Engineering Co., Ltd., with the announcement number CN115532174B and application date of August 2022 [1] - China Petroleum & Chemical Corporation, established in 2000, is primarily engaged in oil and gas extraction, with a registered capital of 12,173,968.9893 thousand RMB. The company has invested in 263 enterprises and participated in 5,000 bidding projects, holding 45 trademark records and 5,000 patent records, along with 40 administrative licenses [1] - Sinopec Engineering Group Co., Ltd., founded in 2007, focuses on water management, with a registered capital of 441,854.35 thousand RMB. The company has invested in 12 enterprises, participated in 63 bidding projects, holds 5,000 patent records, and has 4 administrative licenses [1] Group 2 - Sinopec Guangzhou Engineering Co., Ltd., established in 1998, specializes in professional technical services, with a registered capital of 30,000 thousand RMB. The company has invested in 2 enterprises, participated in 4,216 bidding projects, holds 4 trademark records, 864 patent records, and has 21 administrative licenses [2]