南财智讯1月29日电，上海建工公告，持股5%以上股东上海国盛（集团）有限公司计划自2026年3月3日 至2026年6月2日，通过集中竞价交易方式减持不超过8885.93万股，通过大宗交易方式减持不超过 17771.87万股，合计减持不超过26657.80万股，即不超过公司总股本的3.00%；减持原因系优化国有股 权结构。 ...

《浙江省建设投资集团股份有限公司关于控股股东持股比例变动触及5%整数倍的公告》 《浙江省建设投资集团股份有限公司简式权益变动报告书（浙江省国有资本运营有限公司）》 最新公告列表 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2026年1月29日收盘，浙江建投（002761）报收于8.7元，较前一交易日上涨1.4%，最新总市值为 115.26亿元。该股当日开盘8.52元，最高8.77元，最低8.49元，成交额达1.39亿元，换手率为1.49%。 浙江建投于2026年1月29日披露《关于控股股东持股比例变动触及5%整数倍的公告》。公告显示，因可 转债累计转股及发行股份购买资产并募集配套资金，公司总股本增加，控股股东浙江省国有资本运营有 限公司持股比例由35.90%被动稀释至34.07%，变动触及5%整数倍。本次权益变动系可转债转股及交易 对方认购新增股份所致，控股股东作为配套融资认购方增持股份，未导致公司控制权变化。相关交易已 获证监会注册批复，新增股份已完成登记并上市。 ...

（记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经讯，东方重工1月29日发布公告称，珠海东方重工股份有限公司全资子公司珠海东方重工（香港） 有限公司于2025年9月4日收到Kailash Construction Company Limited出具的"新界西堆填区扩建计划"项目 的两份中标通知邮件，确定东方重工香港为"新界西堆填区扩建计划"-008B供应及安装胶带输送机及出 料码头连相关设备和009B固定生产线辅机供应与生产线安装两个标段的中标单位，中标金额分别为港 币约3.93亿元和港币约6983万元。项目中标后，东方重工香港与 Kailash Construction Company Limited （启力建筑有限公司）于 2026年1月28日分别签订《供应及安装胶带输送机及出料码头连相关设备分判 工程合约》（合约编号：DCE/KAN/023），合约金额为港币392,667,201.00元；《固定生产线辅机供应 与生产线安装分判工程合约》（合约编号：DCE/KAN/024），合约金额为港币69,825,820.00 元。 ...

Core Viewpoint - China Railway has recently won several major engineering contracts, totaling approximately 432.92 billion yuan in bid amounts, indicating strong growth and opportunities in the infrastructure sector [1]. Group 1: Railway Projects - The company secured contracts for the Dongjiakou to Wulian Railway and Jiaoxin Railway expansion, with a total bid amount of 64.27 billion yuan [1]. - New contracts for the Liu'an to Anqing Railway and related electrical engineering projects amounted to 61.48 billion yuan [1]. - Contracts for the Yichang to Changde Railway in Hunan and Hubei sections totaled 59.65 billion yuan [1]. - The Guangzhou East Station renovation and related construction contracts were awarded for 48.10 billion yuan [1]. - The new railway from Bomi to Ranwu received a bid amount of 47.58 billion yuan [1]. - The Chongqing to Qianjiang Railway station and transportation hub contracts totaled 30.23 billion yuan [1]. - The Beijing suburban railway northeast ring line contracts amounted to 26.46 billion yuan [1]. - The Jiaozuo to Pingdingshan Railway contracts totaled 22.44 billion yuan [1]. Group 2: Highway Projects - The company won the G4001 connection line project with a bid amount of 31.66 billion yuan [1]. - The G0611 line from Chuanzhusi to Wenchuan received a bid of 17.11 billion yuan [1]. - The G217 line project from Shache to Tashkurgan County was awarded 10.30 billion yuan [1]. Group 3: Municipal and Other Projects - The company also secured the Nanning Yongbei irrigation project in Guangxi with a bid amount of 13.63 billion yuan [1].

Group 1 - The company Xinjiang Jiaojian held a temporary board meeting on January 29, 2026, to discuss the proposal for asset impairment provisions for its controlling subsidiaries for the year 2025 [1] - The meeting reviewed documents related to the financial health and risk management of the company's subsidiaries [1] Group 2 - The "Jie Wo Rui" platform under Shui Bei Gold is facing a redemption crisis, with reports indicating a 40-fold leverage bet that results in losses as gold prices rise [1] - Investors have expressed dissatisfaction with the proposed redemption plan, which offers a principal repayment at only 20% of the original amount [1]

南财智讯1月29日电，宏润建设在投资者关系活动中表示，公司合资设立的西藏宏润智能装备有限公司 相关厂房与核心设备均已到位，正推进业务拓展工作，已有刀具订单落地，近阶段将继续以工程服务作 为业务定位和市场切入点，提升订单规模。 ...

Group 1 - The core point of the article is that Ningbo Construction (601789.SH) reported a decline in new contracts signed in the last quarter of 2025 compared to the same period in the previous year, while the total contracts signed for the year showed an increase [1] Group 2 - From October to December 2025, the company and its subsidiaries signed 523 new contracts with a total value of approximately RMB 5.761 billion, representing a decrease of 24.27% year-on-year [1] - By the end of December 2025, the company and its subsidiaries had signed a total of 1,667 new contracts for the year, with a cumulative contract value of approximately RMB 23.858 billion, which is an increase of 13.01% compared to the previous year [1]

| GUOTAI HAITONG SECURITIES | | --- | | 国泰海通证券 | 精 选 目 录 | | 每日报告精选（2026-01-28 09:00——2026-01-29 15:00） 2 | | --- | --- | |  | 宏观专题：《美联储如期按兵不动》2026-01-29 2 | |  | 宏观专题：《白银牛市：价格破 怎么看》2026-01-28 3 100 | |  | 行业专题研究：计算机《制度闭环叠加 催化，迎接数据要素"价值释放年"》2026-01-28 3 AI | |  | 行业专题研究：可选消费品《智能眼镜产品力系列二：大模型催化，AI 眼镜异军突起评》2026-01-28 4 | |  | 行业专题研究：耐用消费品《3D 打印行业：产业浪潮已至，工业消费双向驱动》2026-01-28 5 | |  | 公司跟踪报告：中国中铁（601390）《铜钼矿产待重估，承建海南商业航天发射场》2026-01-29 6 | |  | 公司信息点评：长盈精密（300115）《股权激励落地绑定核心成员，机器人业务前景广阔》2026-01-29 7 | |  | ...

Group 1: New Energy Business - The company is expanding its new energy business from photovoltaic module manufacturing to investment in photovoltaic power stations and energy storage stations, with controllable construction costs and stable operational profitability [2]. - Currently, the company has two photovoltaic power stations in operation: one in Qinghai (80 MW) and another in Xuan Cheng Yang Liu Town (170 MW), and is actively pursuing further investments in new power stations [2]. Group 2: Robotics Business Development - The company plans to achieve core business indicators through the implementation of application scenarios, accelerating capacity deployment [3]. - The shield tunneling robot team is conducting specialized adjustments for shield cutter tools and will deploy four-legged robots for tunnel inspection and measurement at construction sites [3]. - The humanoid robot company, Star Dynamics, is in the process of team recruitment and is advancing the integration of interactive, guiding, and entertainment application scenarios [3]. Group 3: Long-term Equity Investments - Long-term equity investments primarily focus on PPP projects, such as the Ningbo Zhongxing Bridge project, where the government contributes 30% and the company contributes 70%, which is now in the government buyback period, ensuring stable returns [3]. - The company’s investment in the Hang Shao Tai high-speed rail project is approaching the reporting period, with expected increases in project yield as train operations ramp up [3]. Group 4: Capital Market Plans - The company plans to advance financing and equity incentive plans based on the performance of various business segments to enhance sustainable investment capabilities and recruit key business teams [3].

国泰海通证券研报指出，中国中铁铜、钴、钼保有储量国内领先，铜、钼产能国内前列。2025年新签订 单增长1%，其中海外订单增长 17%。维持"增持"评级及目标价9.07元。假设2025 下半年中铁资源利润 与上半年相同，以全年51.6亿元计，按照紫金矿业和江西铜业平均估值24.6倍，公司矿产资源业务可比 市值1269亿元，公司总市值1432亿元，相当于建筑业务市值163亿元，建筑业务PE约0.8倍。2025新签订 单规模同比增加1.3%。境外业务同比增加16.5%。全面推进"人工智能+"专项行动，承建海南商业航天 发射场项目。 ...