Summary of Key Points Core Viewpoint - As of August 1, 2025, Pudong Construction (600284) experienced a decline in stock price, closing at 6.76 yuan, down 1.17% from the previous week, indicating a challenging market environment for the company [1]. Company Performance - In Q2 2025, Pudong Construction signed 52 new engineering projects, with a total contract value of approximately 327.78 million yuan, representing a decrease of 22.53% in project value compared to the same period last year [1]. - For the first half of 2025, the company signed a total of 112 engineering projects, with a cumulative contract value of approximately 859.96 million yuan, showing a 19.15% increase in project count but a 14.60% decrease in project value year-on-year [1]. Business Segmentation - In Q2 2025, the company signed 199 new surveying and design consulting projects, with a total value of approximately 50.88 million yuan, reflecting a 19.76% decrease in project count and a 13.86% decrease in project value compared to the same period last year [2]. - For the first half of 2025, the cumulative number of surveying and design consulting projects signed was 284, with a total value of approximately 84.66 million yuan, indicating a significant decrease of 31.40% in project count and a 53.86% decrease in project value year-on-year [2]. - As of the end of Q2 2025, the company reported no major projects that had been signed but not yet executed, suggesting a streamlined project pipeline [2].

最近三个交易日，30日-1日，西藏天路分别获融资买入6.55亿元、8.00亿元、5.05亿元。 8月1日，沪深两融数据显示，西藏天路获融资买入额5.05亿元，居两市第19位，当日融资偿还额6.00亿 元，净卖出9499.84万元。 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 ...

从资金流向上来看，当日基础建设板块主力资金净流出3.86亿元，游资资金净流出5964.83万元，散户资 金净流入4.46亿元。基础建设板块个股资金流向见下表： 证券之星消息，8月1日基础建设板块较上一交易日下跌0.67%，汇绿生态领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。基础建设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) | | | --- | --- | --- | --- | --- | --- | --- | | 002775 | 文科股份 | 4.84 | 10.00% | 54.69万 | | 2.58亿 | | 000010 | 美丽生态 | 3.78 | 7.69% | 109.10万 | | 2666'E | | 603359 | 东珠生态 | 7.00 | 6.54% | 58.92万 | | 4.11亿 | | 002062 | 宏润建设 | 5.29 | 3.12% | 43.21万 | | 2.26亿 | | 603717 | 天域生物 | 7.68 | 2.95% ...

Group 1 - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year increase of 38.65% to 59.85% [1] - Micron Biotech's CS231295 clinical trial application has been approved by the FDA for treating advanced solid tumors [1] - Sinopec anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [2] Group 2 - High Energy Environment has obtained a loan commitment letter from a financial institution for share repurchase [2] - Electric Power Investment Energy received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inadequate disclosure in its semi-annual report [3] - Zhejiang University Net New won a bid for an intelligent engineering project worth 94.2712 million yuan [5] Group 3 - Daodaoquan reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [8] - New Light Optoelectronics expects a net loss of 19 million to 23 million yuan for the first half of 2025 [9] - Aihua Pharmaceutical's two probiotic powder registration applications have been accepted [10] Group 4 - Xinhui Electric's subsidiary signed a product sales framework contract for commercial and household robots [11] - Baida Precision Engineering's subsidiary obtained 134,500 square meters of industrial land use rights [12] - Haiyang Technology's chief engineer resigned for personal reasons [13] Group 5 - Tianhe Magnetic Materials received a project filing notice for a 12,000-ton magnetic material deep processing project [22] - Wanlima is the pre-selected unit for a procurement project worth 43.835 million yuan from China Southern Airlines [24] - Yipin Hong's subsidiaries obtained two drug registration certificates [25] Group 6 - Zhejiang Jiaoke's subsidiary signed new construction projects worth 4.783 billion yuan in the second quarter [27] - Shenglan Co. received approval for issuing convertible bonds [29] - Jimi Technology expects a net profit of 88.6622 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [31] Group 7 - Dingtong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06% [32] - Huaheng Biological is planning to list on the Hong Kong Stock Exchange [34] - Yuntian Lihui submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [36] Group 8 - Nanchip Technology expects a net profit of 108.8 million to 133.1 million yuan for the first half of 2025, a decrease of 35.09% to 47.03% year-on-year [43] - Anglikang's Mesobam injection has received a drug registration certificate [44] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.998% [45]

证券之星消息，7月31日基础建设板块较上一交易日下跌0.94%，汇通集团领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。基础建设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) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | 14.39 | 10.02% | | 68.39万 | | 9.62亿 | | 002775 | 文科股份 | 4.40 | 10.00% | | 31.92万 | | · 1.39亿 | | 000010 | 美丽生态 | 3.51 | 3.85% | | 75.14万 | | 2.61亿 | | 603359 | 东珠生态 | 6.57 | 2.34% | | 18.06万 | | 1.18亿 | | 300536 | 农尚环境 | 9.48 | 1.61% | | 13.10万 | | 1.25亿 | | 603955 | 大千生态 | 33.80 | 1.29% | | 3 ...

（编辑 楚丽君） 证券日报网讯 7月30日晚间，新疆交建发布公告称，公司2025年第一次临时股东会于2025年7月30日召 开，审议通过了《关于修订并调整公司内部监督机构的议案》等多项议案。 ...

| 买入金额最大的前5名 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占息成交比例 | | 1 | 沪股通专用 | 360次 40.00% | C | 44985.04 | 4.74% | | 2 | 机构专用 | 1380 x 43.48% | A | 12559.54 | 1.32% | | 3 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 841次 31.63% | A | 10881.65 | 1.15% | | 4 | 东方财富证券股份有限公司拉萨金融城南环路证券营业部 | 741次 31.58% | ▶ | 8871.25 | 0.93% | | 5 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 479次 26.72% | A | 8253.97 | 0.87% | | | 卖出金额最大的前5名 | | | | | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 沪股通专用 | 360次 40.00% | 2 | ...

证券之星消息，7月30日基础建设板块较上一交易日下跌1.14%，中国电建领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。基础建设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) | | | --- | --- | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | 13.08 | 10.01% | 33.02万 | | 4.12亿 | | 603388 | *ST元成 | 2.62 | 4.38% | 36.97万 | | 9523.81万 | | 600284 | 浦东建设 | 7.11 | 3.64% | 42.85万 | | 3.02亿 | | 002586 | *ST間海 | 3.07 | 1.66% | 9.65万 | | 2922.76万 | | 603007 | *ST花王 | 4.98 | 1.22% | 15.09万 | | 7510.39万 | | 002663 | 普邦股份 | 1.84 | 0.55% | 26.87万 | | 493 ...

Group 1 - Anhui Construction won a joint bid for the Chongqing Rongchang to Sichuan Zigong expressway project, with a total estimated investment of 3.614 billion yuan and a construction period of 3 years [1] - Hongfa Co. reported a net profit of 964 million yuan for the first half of 2025, a year-on-year increase of 14.19%, with revenue of 8.347 billion yuan, up 15.43% [1][2] - Lujiazui's net profit for the first half of 2025 was 815 million yuan, a decrease of 7.87%, despite a revenue increase of 33.91% to 6.598 billion yuan [3] - Enhua Pharmaceutical achieved a net profit of 700 million yuan, up 11.38%, with revenue of 3.010 billion yuan, an increase of 8.93% [4][5] - China CNR signed several major contracts totaling approximately 32.92 billion yuan, covering various sectors including urban rail vehicles and wind power equipment [6] - WanTong Intelligent signed an exclusive sales and cooperation agreement in the embodied intelligence field, gaining global sales rights for specific chip-based products [7][8] Group 2 - Liansheng Technology's subsidiary received a government subsidy of 13.5 million yuan, accounting for 12.24% of the company's latest audited net profit [9] - Guobang Pharmaceutical reported a net profit of 456 million yuan, a year-on-year increase of 12.60%, with revenue of 3.026 billion yuan, up 4.63% [10] - Baotai expects a net loss of 110 to 140 million yuan for the first half of 2025, a reduction in loss compared to the previous year [11] - Sains expects a net profit decrease of 57.53% to 60.13%, with projected revenue growth of 15.17% to 23.59% [12] - Nanya New Materials anticipates a net profit of 80 to 95 million yuan for the first half of 2025, an increase compared to the previous year [13] - Tian Pharmaceutical's subsidiary passed the consistency evaluation for a peritoneal dialysis solution [14] Group 3 - Shede Liquor announced the resignation of director Ni Qiang due to work reasons [15] - Greentown Water plans to transfer assets and liabilities of its ASEAN subsidiary to improve resource allocation [16] - Beibu Gulf Port's subsidiary signed an associated transaction contract worth 11.199 million yuan [17] - Beibu Gulf Port announced multiple resignations of directors and executives [18] - Jidian Co. reported the resignation of its deputy general manager due to work changes [19] - Wanhua Chemical's industrial park in Fujian resumed production after maintenance [20] Group 4 - Shanghai Pharmaceuticals received approval for a clinical trial of a new indication for its B019 injection [21] - Jianbang Co. reported a net profit of 69.66 million yuan, a decrease of 27.72%, with revenue of 307 million yuan, down 15.37% [23] - Jianbang Co. plans to use up to 400 million yuan of idle funds for cash management [25] - Wanfu Bio's subsidiary obtained multiple medical device registrations [28] - Hunan Tianyan announced a change in its controlling shareholder to China Chang'an Automobile Group [29][30] - Xizhuang Co. plans to establish a joint venture for sustainable aviation fuel [32]

Group 1 - A total of 43 stocks hit the daily limit up, with 9 stocks achieving consecutive limit ups, and 22 stocks failed to close at the limit, resulting in a limit-up rate of 66% (excluding ST and delisted stocks) [1] - Focus stocks include Tibet Tourism, which achieved a limit up for 7 consecutive days; the innovative drug concept remains strong with Apac Pharmaceutical hitting 5 limit ups in 10 days and Chenxin Pharmaceutical achieving 4 limit ups in 7 days [1] - The super hydropower concept rebounded in the afternoon, with Southern Road Machinery, Shanhe Intelligent, Tibet Tianlu, and Xining Special Steel all achieving 6 limit ups in 7 days, while Deep Water Regulation Institute reached 5 limit ups in 7 days with a 20% limit up [1]