| 行业名 | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | 称 | 股） | （%） | （%） | （%） | 元） | | 计算机 | 80.08 | 16.11 | 4.54 | 3.65 | 56.72 | | 电子 | 73.37 | 23.97 | 2.68 | 2.64 | 46.98 | | 非银金 融 | 42.19 | 31.55 | 1.02 | 1.38 | 24.29 | | 机械设 备 | 90.99 | 18.74 | 3.40 | 3.04 | 22.76 | | 有色金 属 | 43.08 | 42.69 | 1.97 | 2.57 | 20.75 | | 通信 | 31.97 | 41.66 | 1.85 | 3.59 | 20.12 | | 电力设 备 | 54.55 | 8.54 | 2.26 | 2.16 | 15.08 | | 汽车 | 53.94 | 4.84 | 2.51 | 2.20 | 13.02 | | 传媒 | 41.10 | 1 ...

Core Insights - The Social Security Fund has disclosed its stock holdings as of the end of the fourth quarter, appearing in the top ten shareholders of 574 companies, with new investments in 164 companies and increased holdings in 156 companies [1][2] - The total number of shares held by the Social Security Fund is 10.876 billion, with a total market value of 173.808 billion yuan [1] - The fund's major holdings include Changshu Bank, Sun Paper, and Hisense Visual, with shareholdings of 268.4005 million, 159.4633 million, and 75.2357 million respectively [1][2] Stock Performance - Among the stocks held by the Social Security Fund, 313 companies reported a year-on-year increase in net profit, with Guangxi Energy showing the highest growth at 3704.04% [2] - The average increase in the fund's heavy stocks this year is 0.79%, outperforming the Shanghai Composite Index [2] - The best-performing stock is Shuanglin Shares, with a cumulative increase of 185.96%, followed by Yipin Hong and Zhenyu Technology with increases of 133.47% and 121.81% respectively [2] Sector Distribution - The Social Security Fund's holdings are primarily concentrated in the pharmaceutical, basic chemical, and machinery equipment sectors, with 64, 48, and 47 stocks respectively [2] - The fund holds 408 stocks in the main board, 92 in the ChiNext, and 74 in the Sci-Tech Innovation Board [2] Major Shareholdings - The top holdings by the Social Security Fund include: - **Fenzhong Media**: 295.6604 million shares, 2.05% of circulating shares [3] - **Changshu Bank**: 268.4005 million shares, 8.90% of circulating shares [3] - **Guanghui Energy**: 236.2740 million shares, 3.60% of circulating shares [3] - **China Construction**: 205.1700 million shares, 0.50% of circulating shares [3] - **Sun Paper**: 159.4633 million shares, 5.77% of circulating shares [3]

建筑装饰 2025 年 05 月 05 日 行 业 研 究 / 行 业 点 袁豪 A0230520120001 yuanhao@swsresearch.com 唐猛 A0230523080003 tangmeng@swsresearch.com 研究支持 唐猛 A0230523080003 tangmeng@swsresearch.com 联系人 唐猛 (8621)23297818× tangmeng@swsresearch.com 本期投资提示： ⚫ 一周板块回顾：板块表现方面，SW 建筑装饰指数-1.26%，沪深 300 指 数-0.43%，相对收益为-0.83pct。周涨幅最大的三个子行业分别为生态 园林（+2.85%）、装饰幕墙（+1.31%）、设计咨询（+0.34%），对应 行业内三个公司：大千生态（+20.19%）、全筑股份（+17.86%）、建 研 设 计（ +6.69% ）；年 涨 幅最 大 的三 个 子行 业 分别 是 生态 园林 （+5.16%）、钢结构（+1.38%）、专业工程（+1.19%），对应行业内 三个公司：*ST 农尚（+74.52%）、精工钢构（+5.30%）、志特新材 （+ ...

Group 1 - In 2024, a record 290 A-share listed companies have R&D expenditures exceeding 1 billion yuan, and 925 companies have R&D spending accounting for over 10% of their revenue, both figures marking historical highs [1] - 27 companies have R&D expenditures exceeding 10 billion yuan, with BYD, China State Construction, China Mobile, China Petroleum, and China Railway ranking as the top five [1] - BYD's R&D expenditure in 2024 reached 54.161 billion yuan, marking the first time in A-share history that it has ranked first in R&D spending [1] Group 2 - The table lists various companies along with their A-share market value, projected decline in 2025, rolling market demand ratio, and industry classification [2] - Notable companies include Ningde Times with a market value of 1,019.386 billion yuan and a projected decline of 10.80% [2] - Other companies such as Huazheng Detection and Aikang Innovation show significant market values and varying projected declines, indicating diverse performance across sectors [2]

截至收盘，上证指数报收3279.03点，下跌0.23%；深证成指收于9899.82点，上涨0.51%；创业板指上涨 0.83%；科创50指数上涨0.85%。 不含当日上市新股，今日可交易A股中，上涨个股有3443只，占比64.24%，下跌个股有1770只，平盘个 股147只。其中，收盘股价涨停的有100只，跌停股有41只。 证券时报·数据宝统计显示，涨停个股中，主板有92只，北交所2只，创业板4只，科创板2只。以所属行 业来看，上榜个股居前的行业有汽车、机械设备、建筑装饰行业，上榜个股分别有14只、11只、8只。 涨停股中，*ST荣控、*ST亚太等27只股为ST股。连续涨停天数看，*ST交投已连收5个涨停板，连续涨 停板数量最多。从收盘涨停板封单量来看，中超控股最受资金追捧，收盘涨停板封单有3013.91万股， 其次是全筑股份、深康佳Ａ等，涨停板封单分别有2822.38万股、2005.94万股。以封单金额计算，常山 北明、鸿博股份、瑞芯微等涨停板封单资金较多，分别有3.40亿元、2.54亿元、2.11亿元。（数据宝） （文章来源：证券时报网） | 603268 | *ST松发 | 37.14 | 0.18 | ...

Core Viewpoint - A total of 828 stocks reported their latest shareholder numbers as of April 20, with 392 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Numbers - Among the 828 stocks, 392 experienced a decline in shareholder numbers, with 10 stocks showing a decrease of over 10% [3]. - The stock with the largest decline in shareholder numbers was Ha Sanlian, which saw a drop of 26.12% to 41,802 shareholders [3][4]. - Other notable declines included Shanshui Bide with a 25.96% decrease and Fengle Seed Industry with a 16.39% decrease [4][5]. Group 2: Stock Performance - The average decline for concentrated chip stocks from April 1 was 3.14%, underperforming the Shanghai Composite Index, which fell by 1.70% [2]. - Among the stocks with a decline in shareholder numbers, Xin Nuowei had the highest increase in stock price, rising by 12.15% since April 1 [2][3]. - The latest concentrated chip stocks showed an average increase of 4.37% since April 11, with top performers including Xin Han New Materials, Hengbo Shares, and Weike Technology, which rose by 69.04%, 59.41%, and 51.51% respectively [3][4]. Group 3: Industry Insights - The concentrated chip stocks were primarily found in the machinery equipment, pharmaceutical biology, and basic chemical industries, with 50, 34, and 34 stocks respectively [3]. - The performance of concentrated chip stocks indicates a potential shift in investor focus towards specific sectors, particularly those showing strong earnings growth [4].

本报记者 方超 张家振 苏州报道 在"双碳"目标指引下，绿色转型浪潮正席卷千行百业。 在这场备受瞩目的"绿色革命"中，企业是承担转型升级任务的重要参与者之一。不过，在积极参与绿色 转型进程中，企业正面临技术迭代的阵痛，商业模式的颠覆，产业结构的重构。 如何平衡短期投入与长期收益、怎样应对绿色转型领域的专业人才缺口等问题，正成为企业转型过程中 的"拦路虎"，考验着企业的战略定力和创新的智慧。 就相关问题，《中国经营报》记者特邀中国管理科学学会可持续发展管理专委会副主任、上海外商投资 协会绿色低碳分会副会长吕建中博士与苏州金螳螂建筑装饰股份有限公司副总裁阴皓明，九物科技咨询 项目总监、华盛绿色产业发展研究院副院长宋方，Nyonic创始人兼CEO韩东，德勤中国可持续发展合伙 人翟家佳和广联达科技股份有限公司ESG事务总经理李静等企业负责人和业内专家，围绕"企业绿色转 型挑战与机遇"这一主题展开对话交流，力求为积极参与绿色低碳转型的企业及商业人士提供实践决策 与参考。 坚守长期主义"逐绿而行" 吕建中：在绿色低碳转型过程中，传统行业正面临技术迭代成本高、市场接受周期长等一系列棘手挑 战。能否结合所在企业情况，具体谈谈 ...

Core Viewpoint - Suzhou Kolid Decoration Co., Ltd. reported a significant turnaround in performance for the year 2024, with total revenue reaching 2.46 billion yuan and a net profit attributable to shareholders increasing by 106.69% year-on-year, indicating a stable and positive overall performance [1] Group 1: Business Performance - The company achieved a total revenue of 2.46 billion yuan in 2024 [1] - Net profit attributable to shareholders grew by 106.69% compared to the previous year [1] Group 2: Strategic Focus - Kolid emphasizes its core business of "curtain wall + decoration" while expanding into advanced fields such as prefabricated decoration, urban renewal projects, and photovoltaic building integration [1] - The company views photovoltaic building integration as a key strategic direction, aiming to achieve energy self-sufficiency in buildings and contribute to green building development [2] Group 3: Industry Standards and Innovations - Kolid has actively invested in research and development, accelerating the transformation of technological achievements and enhancing its comprehensive service capabilities in building decoration and curtain walls [1] - The company has published standards in the prefabricated decoration field and received awards for its research and application of construction technology [1] Group 4: Market Performance - Kolid's stock price has shown strong resilience, increasing from 1.32 yuan per share in May 2024 to over 5 yuan per share, representing a growth of over 300% [2] - The company's proactive business measures and significant progress have received positive feedback from the capital market [2]

Group 1 - ST Ruihe (002620) closed at 3.53 yuan on April 30, 2025, with a 5.06% increase and a turnover rate of 19.84%, totaling a trading volume of 625,600 hands and a transaction amount of 220 million yuan [1] - The net inflow of main funds was 26.71 million yuan, accounting for 12.13% of the transaction amount, with large orders showing a net inflow of 35.90 million yuan, while small orders had a net outflow of 32.27 million yuan [1] - The latest quarterly report shows total operating revenue of 111 million yuan, a year-on-year decrease of 50.14%, and a net profit attributable to shareholders of 20.09 million yuan, down 14.02% year-on-year [1] Group 2 - Shenzhen Ruihe Construction Decoration Co., Ltd. was established in 1992 and is primarily engaged in construction decoration and renovation [2] - The company has made investments in 19 enterprises and participated in 1,991 bidding projects, holding 69 trademark registrations and 335 patents [2] - The company has 34 administrative licenses [2]

Core Viewpoint - Jianghe Group reported a slight increase in its construction decoration segment's bidding amount for Q1 2025, indicating stable performance despite mixed results across different business areas [6]. Financial Data - The total bidding amount for the construction decoration segment in Q1 2025 was approximately RMB 5.212 billion, representing a year-on-year growth of 0.44% [6]. - The bidding amount for the curtain wall and photovoltaic building business was about RMB 3.186 billion, showing a year-on-year increase of 5.11% [6]. - The indoor decoration and design business saw a bidding amount of approximately RMB 2.026 billion, which reflects a year-on-year decline of 6.12% [6]. Project Information - There were no major projects signed but not yet executed during Q1 2025 [6].