Market Overview - The engineering consulting services sector experienced a decline of 0.67% on November 27, with 招标股份 leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Notable gainers in the engineering consulting services sector included 启迪设计, which rose by 6.39% to a closing price of 17.16, with a trading volume of 245,000 shares and a turnover of 400 million yuan [1] - Other gainers included 矩阵股份 (+2.52%), 示州规划 (+2.11%), and 太极实业 (+1.80%) [1] - Conversely, 招标股份 saw a significant decline of 11.60%, closing at 15.39, with a trading volume of 424,400 shares and a turnover of 662 million yuan [2] Capital Flow - The engineering consulting services sector experienced a net outflow of 10.33 million yuan from institutional investors, while retail investors saw a net outflow of 34.24 million yuan [2] - In contrast, speculative funds recorded a net inflow of 44.57 million yuan [2] Individual Stock Capital Flow - 太极实业 had a net outflow of 59.28 million yuan from institutional investors, while 启迪设计 saw a net inflow of 42.18 million yuan [3] - Other stocks like 深城交 and 汉嘉设计 also experienced varying degrees of net inflow and outflow from different investor categories [3]

从资金流向上来看，当日工程咨询服务板块主力资金净流入1.46亿元，游资资金净流入6083.06万元，散 户资金净流出2.06亿元。工程咨询服务板块个股资金流向见下表： 证券之星消息，11月26日工程咨询服务板块较上一交易日上涨0.02%，中衡设计领涨。当日上证指数报 收于3864.18，下跌0.15%。深证成指报收于12907.83，上涨1.02%。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) | | --- | --- | --- | --- | --- | --- | --- | | 603017 | 中街设计 | 11.30 | 10.03% | | 20.47万 | 2.31亿 | | 301038 | 深水规院 | 25.42 | 3.84% | | 11.03万 | 2.79亿 | | 301091 | 深城交 | 27.20 | 2.29% | | 9.60万 | 2.59亿 | | 301136 | 招标股份 | 17.41 | 1.99% | | 57.43万 | 10.03亿 | | 600629 | 华建集团 | 2 ...

Group 1 - The engineering consulting services sector increased by 0.47% compared to the previous trading day, with Matrix Co. leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up by 0.87%, while the Shenzhen Component Index closed at 12777.31, up by 1.53% [1] - Key stocks in the engineering consulting services sector showed significant price increases, with Matrix Co. rising by 6.34% to a closing price of 23.30 [1] Group 2 - Major stocks that experienced gains include: - Bidwin Co. up by 4.60% to 17.07 - Youan Design up by 3.98% to 27.18 - Kansen Co. up by 3.86% to 8.35 [1] - The trading volume and turnover for Matrix Co. reached 96,400 shares and 222 million yuan, respectively [1] - The sector saw a net outflow of 186 million yuan from institutional funds, while retail investors contributed a net inflow of 59.22 million yuan [2]

Core Viewpoint - The company, Sujiao Technology, has shown a significant increase in stock price and maintains a leading position in the engineering consulting sector, despite a decline in revenue and net profit in the latest financial report [1][2]. Group 1: Stock Performance - On November 24, Sujiao Technology closed at 8.46 yuan, up 6.82%, with a rolling PE ratio of 71.10 times and a total market capitalization of 10.684 billion yuan [1]. - The average PE ratio for the engineering consulting industry is 59.14 times, with a median of 44.55 times, placing Sujiao Technology at the 34th position in the industry ranking [1]. Group 2: Shareholder Information - As of September 30, 2025, the number of shareholders for Sujiao Technology is 55,693, a decrease of 5,127 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1]. Group 3: Company Overview - Sujiao Technology specializes in engineering consulting and contracting services, being the first A-share listed company in this field in China, and continues to lead in market capitalization [1]. - The company is recognized as a national high-tech enterprise, an innovative enterprise, and has received various accolades for its technological innovation and market share [1]. - In 2024, Sujiao Technology ranked 67th and 85th in the "Top 150 Global Engineering Design Firms" and "Top 225 International Engineering Design Firms" lists by ENR, respectively [1]. Group 4: Financial Performance - In the third quarter of 2025, the company reported revenue of 2.769 billion yuan, a year-on-year decrease of 5.00%, and a net profit of 79.0378 million yuan, down 48.39%, with a sales gross margin of 30.58% [2]. - The PE ratio (TTM) for Sujiao Technology is 71.10, while the static PE is 47.61, and the price-to-book ratio is 1.27 [2].

Core Insights - The engineering consulting services sector experienced a significant increase of 5.04% on November 24, with Zhaobiao Co. leading the gains [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Stock Performance - Zhaobiao Co. (301136) saw a closing price of 16.32, with a remarkable increase of 20.00% and a trading volume of 197,700 shares, amounting to a transaction value of 315 million yuan [1] - Shanshui Bide (300844) closed at 42.40, up 15.41%, with a trading volume of 50,700 shares [1] - Qidi Design (300500) closed at 16.84, up 12.42%, with a trading volume of 348,200 shares [1] - Huajian Group (600629) closed at 21.67, up 10.00%, with a trading volume of 580,600 shares [1] - Other notable performers include Zhongda An (300635) with an 8.19% increase and Sujiao Ke (300284) with a 6.82% increase [1] Capital Flow - The engineering consulting services sector saw a net inflow of 418 million yuan from institutional investors, while retail investors experienced a net outflow of 95.14 million yuan [2] - The main capital inflow was concentrated in Huajian Group, which had a net inflow of 29.1 million yuan from institutional investors [3] - Zhaobiao Co. also attracted significant institutional interest, with a net inflow of 133 million yuan [3]

11月24日，苏交科涨5.05%，截至发稿，报8.32元/股，成交1.06亿元，换手率1.09%，总市值105.07亿 元。 从苏交科十大流通股东角度 截至发稿，崔蕾累计任职时间7年19天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 164.23%， 任职期间最差基金回报-16.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居苏交科十大流通股东。南方中证1000ETF（512100）三季度新进 十大流通股东，持有股数692.62万股，占流通股的比例为0.58%。根据测算，今日浮盈赚取约277.05万 元。 资料显示，苏交科集团股份有限公司位于江苏省南京市建邺区富春江东街8号，成立日期2002年8月29 日，上市日期2012年1月10日，公司主营业务涉及交通工程咨询与工程承包业务。主营业务收入构成 为：工程咨询99.70%，其他(补充)0.30%。 南方中证1000ETF（512100）成立日期20 ...

Group 1 - The core viewpoint of the news is that Zhongda An's stock has shown significant fluctuations, with a year-to-date increase of 65.68% but a recent decline of 2.87% over the last five trading days [1] - As of November 24, Zhongda An's stock price reached 16.22 yuan per share, with a market capitalization of 2.273 billion yuan [1] - The company has experienced a net outflow of main funds amounting to 5.6491 million yuan, with large orders showing a buy of 7.1809 million yuan and a sell of 10.8219 million yuan [1] Group 2 - Zhongda An's main business involves project management services, primarily engineering supervision, with revenue contributions from various sectors including power supervision (20.73%), civil engineering supervision (19.72%), and consulting and agency services (18.20%) [1] - As of September 30, the number of shareholders decreased by 41.07% to 8,906, while the average circulating shares per person increased by 69.71% to 13,520 shares [2] - For the first nine months of 2025, Zhongda An reported a revenue of 469 million yuan, a year-on-year decrease of 5.03%, and a net profit attributable to shareholders of 980,200 yuan, down 56.30% year-on-year [2] Group 3 - Since its A-share listing, Zhongda An has distributed a total of 30.3829 million yuan in dividends, with 1.3632 million yuan distributed over the past three years [3]

Group 1 - The core issue raised by investors is the significant drop in net profit margin from 14.42% in the mid-year report to 11.14% in Q3 2025, indicating a decline of over 30% in quarterly profits [2] - The company attributed the profit decline primarily to a reduction in new projects started this year, which decreased the overall profit contribution [2] - Additionally, increased upfront costs related to the packaging and planning of new business ventures have also contributed to the profit decrease [2]

Core Viewpoint - The company, 招标股份, has been focused on engineering consulting services for decades, providing a comprehensive range of services in various sectors [1] Group 1: Business Focus - The company specializes in engineering supervision, testing and inspection, bidding services, surveying and geographic information services, exploration design, and other technical services [1] - The business covers multiple fields including highways, water transport, construction, municipal projects, water conservancy and hydropower, natural resources, marine, mechanical and electrical installation, agriculture and forestry, and railways [1]

Market Overview - The engineering consulting services sector experienced a decline of 0.67% on November 20, with Jianfa Hecheng leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable gainers in the engineering consulting services sector included: - Guangzi International: Closed at 16.40, up 3.08% with a trading volume of 30,100 shares [1] - Zhongda An: Closed at 16.85, up 3.00% with a trading volume of 70,500 shares [1] - Youan Design: Closed at 26.63, up 2.74% with a trading volume of 31,000 shares [1] - Conversely, Jianfa Hecheng saw a significant decline, closing at 13.17, down 3.02% with a trading volume of 159,500 shares [2] Capital Flow - The engineering consulting services sector saw a net outflow of 202 million yuan from institutional investors, while retail investors contributed a net inflow of 165 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed interest [2] Individual Stock Capital Flow - Key stocks and their capital flow include: - 招标股份 (Zhaobiao Co.): Main net outflow of 15.24 million yuan, with retail net inflow of 22.72 million yuan [3] - 山水比德 (Shanshui Bide): Main net inflow of 12.22 million yuan, but retail net outflow of 14.79 million yuan [3] - 广咨国际 (Guangzi International): Main net inflow of 5.04 million yuan, with retail net outflow of 2.40 million yuan [3]