更值得关注的是项目结构的实质性转变。在新签合同清单中，除房建、市政等传统优势领域外，水利、 风电等绿色低碳项目开始占据一席之地。这一变化对应着陕建股份内部明确的战略转向：将新质生产力 培育纳入考核体系，设立新兴产业孵化专项，加速布局低空经济、新型建筑材料等前沿赛道。公司相关 负责人表示，传统施工业务毛利空间收窄已是行业共性，必须通过产业结构调整打开新增长极，而风 电、光伏、城市更新等方向正是当前政策与市场的双重交汇点。 ● 本报记者 何昱璞 2026年开年，陕建股份经营工作呈现稳健开局。公司近日披露，1月份实现新签合同额近50亿元，在延 续近年平稳增长态势的同时，业务结构与市场布局出现实质性优化。其中，水利、风电等绿色基建项目 批量落地，省外及海外项目占比首次突破三成；城市体检、光伏发电等新兴赛道亦相继进入商业化运营 阶段。从施工主业延伸至城市体检、光伏能源等新兴领域，陕建股份正以多元布局对冲周期性压力，以 产业升维重塑增长逻辑。 新签合同稳增 2026年1月，陕建股份发布公告，公司及下属子公司中标4个5亿元以上施工项目，合计金额48.34亿元。 具体来看，陕西建工集团股份有限公司迪拜分公司以26.43亿元， ...

● 本报记者 刘丽靓 新春时节，万象更新。从华中腹地到东海之滨，从粤港澳大湾区到雄安新区，一批国家重大工程建设正 酣，建设者们坚守一线，以奋斗姿态冲刺节点目标。随着一系列政策红利加速落地，重点领域基建投资 持续发力，为高质量发展积蓄蓬勃动能。 重大工程加速跑的背后，是中央企业服务国家战略、发挥稳投资作用的生动实践。数据显示，2025年中 央企业完成固定资产投资5.1万亿元，完成战略性新兴产业投资2.5万亿元。 日前召开的国务院常务会议明确提出，要更好发挥央国企扩投资作用。 重大工程拔节生长 国务院国资委副主任庞骁刚此前在国新办新闻发布会上表示，2026年，国资央企将积极扩大有效投资， 坚持投资于物和投资于人紧密结合，聚焦"两重""两新"，靠前谋划实施一批重大项目和标志性工程，更 好支撑国家惠民生、促消费、扩投资，带动产业链上下游企业共同发展。 在湖北长阳，国家"十四五"规划重点实施项目——清江抽水蓄能电站建设正酣。上水库大坝基础处理现 场，挖掘机长臂挥舞，自卸车往来穿梭。这座总装机120万千瓦的工程，是三峡集团服务湖北绿色发 展、保障华中电网安全稳定的重大工程，正向着2029年首台机组发电目标全力推进。 在雄 ...

Group 1 - Southbound funds increased their holdings in China Silicon Corporation (01735.HK) by 199,000 shares on February 23 [1] - Over the past five trading days, there were four days of net increases in holdings by southbound funds, totaling 6.107 million shares [1] - In the last 20 trading days, there were 14 days of net increases, amounting to 19.51 million shares [1] - Currently, southbound funds hold 15.6 million shares of China Silicon Corporation, representing 3.67% of the company's total issued ordinary shares [1] Group 2 - China Silicon Corporation, formerly known as China Holdings Group Limited, primarily engages in renewable energy and engineering, procurement, and construction businesses [2] - The company operates through five business segments, including renewable energy and engineering, green building and related services, health and medical services, food supply chain services, and smart energy management services [2] - The renewable energy and engineering segment focuses on the production and sales of photovoltaic products, while the green building segment provides construction and property management services [2]

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。 证券之星消息，2月23日南向资金增持198.4万股中国建筑国际（03311.HK）。近5个交易日中，获南向 资金增持的有2天，累计净增持286.2万股。近20个交易日中，获南向资金增持的有11天，累计净增持 492.37万股。截至目前，南向资金持有中国建筑国际（03311.HK）5.17亿股，占公司已发行普通股的 9.79%。 中国建筑国际集团有限公司是一间主要从事建筑业务的投资控股公司。该公司主要从事建筑业务、基建 项目投资、经营收费道路、项目监理服务及外墙工程业务及其他。另外，该公司还从事工业厂房的改 造、提供项目监理服务、建筑材料的销售、机械及投资物业的租赁。 ...

智通财经APP讯，怡俊集团控股(02442)公布截至2025年12月31日止6个月的中期业绩，收益约为1.39亿 港元，同比减少24.24%;净亏损508.9万港元，同比盈转亏;每股亏损1.25港仙。 公告称，收益减少主要是受到若干大规模公营项目，包括一项涉及香港机场客运大楼的公共基建及设施 项目，及一个涉及启德体育园的公共基建及设施项目完工或接近完工所致，导致本期间来自公营项目的 收益减少。 ...

Core Viewpoint - China State Construction Industry (00830) anticipates a significant decline in shareholder profit for the fiscal year 2025, projecting approximately HKD 237 million, compared to an estimated HKD 650 million for the fiscal year ending December 31, 2024 [1] Group 1: Profit Forecast - The expected profit for the fiscal year 2025 is approximately HKD 237 million [1] - The estimated profit for the fiscal year ending December 31, 2024, is around HKD 650 million [1] Group 2: Reasons for Profit Decline - The decrease in profit is primarily attributed to the impact of the real estate market and economic cycles, leading to reduced new project volumes and declining revenues [1] - Major projects in Hong Kong and Macau were completed in the previous two fiscal years, resulting in lower revenues for fiscal year 2025 [1] - Increased competition in new project costs and some projects not meeting expected profit margins due to various reasons, including delays in preliminary preparations, extended timelines, or increased modifications, have contributed to rising project costs [1]

股票近期走势 2026年1月15日至16日，公司通过上海证券交易所回购A股股份合计约209.4万股，拟用于注销，体现资 本优化意图。 经济观察网 基于最新公告和信息，中国交通建设股份有限公司（股票代码：601800/01800）在2026年 有以下公司事件值得关注： 公司高层选举 2026年1月30日，公司临时股东大会审议通过第六届董事会成员选举，宋海良先生获重选为董事长，张 炳南先生续聘为总裁，完成领导层过渡。 公司项目推进 公司持续参与国内外基础设施项目，如2025年签署科威特穆巴拉克·卡比尔港建设合同（价值约40亿美 元），支撑订单储备。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 2026年2月12日，公司公告2025年全年新签合同额为18,836.72亿元，同比增长0.13%，完成年度目标的 93%。 ...

Core Insights - Quanta Services, Inc. has seen increased institutional investment, with AMJ Financial Wealth Management raising its stake by 4.3% in Q3, now holding 29,703 shares valued at $12.31 million [2] - Several large investors have also increased their positions, including Mediolanum International Funds Ltd (up 15.5%), Calamos Advisors LLC (up 17.1%), and Chilton Capital Management LLC (up 63.3%) [3] - Analysts have raised price targets for Quanta Services, with UBS increasing its target from $518 to $646 and JPMorgan from $457 to $515, reflecting positive sentiment around the company's growth prospects [4][5] Investment Activity - AMJ Financial Wealth Management's holdings in Quanta Services represent 2.9% of its total portfolio, making it the 7th largest holding [2] - Institutional ownership is significant, with hedge funds and other institutional investors owning 90.49% of the company's stock [3] Financial Performance - Quanta Services reported Q4 revenue of $7.84 billion and adjusted EPS of $3.16, exceeding estimates, with a year-end backlog of nearly $44 billion [6][8] - The company has set FY 2026 guidance for adjusted EPS between $12.65 and $13.35, indicating strong growth expectations [6][8] Analyst Ratings - Fourteen analysts have rated Quanta Services as a "Buy," while seven have assigned a "Hold" rating, leading to an average rating of "Moderate Buy" with a consensus price target of $525.85 [4][5] Market Performance - Quanta Services stock opened at $552.59, with a market capitalization of $82.40 billion and a P/E ratio of 81.26 [7] - The stock has experienced a 12-month low of $227.08 and a high of $565.93, indicating significant volatility [7] Company Overview - Quanta Services is a leading specialty contractor providing infrastructure solutions for electric power, pipeline, and communications markets, headquartered in Houston, Texas [9] - The company focuses on engineering, procurement, construction, installation, maintenance, and repair services for critical energy and communications networks [9]

(新春走基层)广州南沙产发科创谷二期项目率先按下复工复产"启动键" 广州南沙产发科创谷二期项目效果图。 项目建成后将聚焦科创+产业融合，重点引进新一代信息技术、高端装备、数字文创等优质企业，打造 集研发、中试、转化、孵化于一体的科创产业载体，为南沙产业升级与经济高质量发展注入新动能。 中新网广州2月22日电 (郭军 龚越峰)2月21日大年初五，广州南沙产发科创谷二期项目率先按下复工复 产"启动键"。 当日上午，广州市南沙区住建局二级调研员刘学山、广州南沙开发建设集团副总经理王明军先后率领团 队莅临中铁五局产发科创谷二期项目现场，调研督导春节后复工复产及安全生产工作。中铁五局路桥公 司副总经理姚锋及项目留守管理人员陪同检查。 2月21日，中铁五局产发科创谷二期项目调研督导现场。中铁五局 供图 据悉，中铁五局产发科创谷二期项目位于《广州南沙深化面向世界的粤港澳全面合作总体方案》三大先 行启动区之一的南沙枢纽西部启动区核心板块，承建合同额约6.6亿元，总建筑面积约10.85万平方米， 建设内容涵盖多功能音乐厅、高标准产业厂房、研发办公、商业配套及地下车库等。该项目于2025年9 月2日启动建设，预计2027年10月 ...

Group 1 - The National Development Bank plans to issue loans of 786.3 billion yuan to the urban renewal sector by 2025, focusing on the renovation of old residential areas, urban villages, and infrastructure improvements [2] - The loans will support urban structural optimization, functional enhancement, cultural heritage preservation, and ecological restoration [2] Group 2 - The 2026 annual film box office (including pre-sales) has surpassed 7 billion yuan, with the Spring Festival box office (including pre-sales) exceeding 4.4 billion yuan [3] - The total cross-regional population flow during the Spring Festival has reached 5.08 billion person-times, averaging 250 million person-times per day, marking a historical high [3] Group 3 - The U.S. President announced an increase in the "global import tariff" from 10% to 15%, effective immediately, with further legal tariffs to be determined in the coming months [4] - The Japanese yen's effective exchange rate index has hit a 53-year low due to prolonged economic stagnation [4]