截至2025年10月10日收盘，北方国际（000065）报收于11.26元，较上周的10.88元上涨3.49%。本周， 北方国际10月10日盘中最高价报11.38元。10月9日盘中最低价报10.85元。北方国际当前最新总市值 120.64亿元，在专业工程板块市值排名7/39，在两市A股市值排名1596/5158。 本周关注点 相关文件已于2025年8月7日在巨潮资讯网披露，最终能否获批及时间存在不确定性。 北方国际合作股份有限公司申请向特定对象发行股票，募集资金总额不超过9.6亿元，用于波黑科曼耶 山125MWp光伏项目及补充流动资金。 项目采用BOO模式，建设期1年，运营期25年，预测平均电价为72欧元/MWh。 项目实施主体为奥罗拉光电有限责任公司。 本次发行不会导致公司控制权发生变化，已获国资监管单位批复，尚需深交所审核及证监会注册。 公司公告汇总 公司不存在财务性投资，短期偿债能力与行业匹配，融资不依赖关联方。 公司已取得发改委和商务部境外投资备案，变电站建设许可已获批准，外线工程同意书预计取得无障 碍。 本次发行股票数量不超过105,032,822股，发行对象不超过35名，发行价格不低于定价基准日前 ...

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。 公司公告汇总：2025年7-9月中材国际新签合同总额1,871,810.09万元，同比增长19%。 公司公告汇总：2025年1-9月累计新签合同5,988,231.07万元，同比增长13%。 公司公告汇总：截至报告期末，未完合同额为6,685,616.03万元，较上一报告期增长7.77%。 公司公告汇总 中国中材国际工程股份有限公司2025年第三季度主要经营数据公告：2025年7-9月新签合同总额 1,871,810.09万元，同比增长19%；2025年1-9月累计新签合同5,988,231.07万元，同比增长13%。其中工 程技术服务、高端装备制造分别同比增长16%、45%（1-9月）。境内新签合同同比下降18%，境外同比 增长37%。生产运营服务中水泥运维同比下降13%，矿山运维同比下降1%。截至报告期末，未完合同额 为6,685,616.03万元，较上一报告期增长7.77%。赞比亚中非水泥项目合同金额4.8亿美元，融资推进 中，尚未执行。以上数据为初步统计，可能与定期报告存在差异 ...

证券之星消息，10月10日专业工程板块较上一交易日下跌0.1%，天沃科技领跌。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。专业工程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) | | --- | --- | --- | --- | --- | --- | | 605598 | 肥肥史上 | 26.65 | 6.94% | 12.65万 | 3.35 Z | | 605167 | 利柏特 | 11.42 | 4.87% | 22.29万 | 2.52亿 | | 002743 | 富煌钢构 | 5.36 | 4.28% | 31.06万 | 1.66亿 | | 600496 | 精工钢构 | 3.82 | 3.80% | 59.63万 | 2.26亿 | | 002135 | 东南网架 | 4.58 | 2.46% | 35.67万 | 1.61亿 | | 605289 | 罗曼股份 | 75.80 | 2.40% | 7.59万 | 5.88亿 | | 002593 | 日上集团 | 5.22 | 2. ...

从资金流向上来看，当日专业工程板块主力资金净流入1.31亿元，游资资金净流入803.27万元，散户资金 净流出1.39亿元。专业工程板块个股资金流向见下表： | 代码 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601618 | 中国中治 | 2.17 乙 | 5.92% | -7100.03万 | -1.93% | -1.46 Z | -3.98% | | 002140 | 东华科技 | 2885.30万 | 3.77% | -245.86万 | -0.32% | -2639.44万 | -3.44% | | 300986 志特新材 | | 1402.80万 | 6.31% | -185.77万 | -0.84% | -1217.03万 | -5.47% | | 300384 | 三联虹音 | 1370.29万 | 13.63% | -445.69万 | -4.43% | -924.60万 | -9.20% | | 0 ...

Market Performance - The professional engineering sector increased by 1.15% on September 29, with Donghua Technology leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Donghua Technology (002140) closed at 13.50, up 10.02% with a trading volume of 193,700 shares and a turnover of 257 million yuan [1] - Roman Shares (605289) closed at 68.79, up 9.99% with a trading volume of 71,800 shares and a turnover of 471 million yuan [1] - Huadian Technology (601226) closed at 7.23, up 4.18% with a trading volume of 250,200 shares and a turnover of 180 million yuan [1] - Baili Technology (603959) closed at 6.40, up 4.07% with a trading volume of 596,700 shares and a turnover of 381 million yuan [1] Capital Flow - The professional engineering sector saw a net inflow of 45.12 million yuan from institutional investors, while retail investors experienced a net outflow of 1.32 million yuan [1] - Major stocks like China Metallurgical Group (601618) had a net inflow of 53.86 million yuan from institutional investors, but a net outflow of 1.43 million yuan from retail investors [2] - Roman Shares (605289) also experienced a net inflow of 31.73 million yuan from institutional investors, with a net outflow of 284.87 thousand yuan from retail investors [2]

Market Overview - On September 26, the professional engineering sector rose by 0.32% compared to the previous trading day, with Donghua Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Top Performers - Donghua Technology (002140) closed at 12.27, up 10.04%, with a trading volume of 549,800 shares and a transaction value of 656 million [1] - Shenghui Integration (603163) closed at 47.91, up 10.01%, with a trading volume of 54,300 shares and a transaction value of 251 million [1] - Yaxiang Integration (603929) closed at 44.78, up 6.29%, with a trading volume of 64,100 shares and a transaction value of 282 million [1] Market Capital Flow - The professional engineering sector saw a net inflow of 126 million from institutional investors, while retail investors experienced a net outflow of 12.29 million [2] - Major stocks in the sector showed varying levels of net inflow and outflow from different investor types [3] Individual Stock Performance - Donghua Technology had a net inflow of 14.21 million from institutional investors, while retail investors had a net outflow of 10 million [3] - Shenghui Integration experienced a net inflow of 62.13 million from institutional investors, with a net outflow of 39.47 million from retail investors [3] - Other notable stocks include Huasheng Huayuan (601096) with a net inflow of 21.90 million from institutional investors and a net outflow of 26.81 million from retail investors [3]

证券之星消息，9月25日专业工程板块较上一交易日上涨0.43%，海波重科领涨。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。专业工程板块个股涨跌见下表： 从资金流向上来看，当日专业工程板块主力资金净流入8326.42万元，游资资金净流出1381.47万元，散户 资金净流出6944.95万元。专业工程板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601618 | 中国中治 | 9609.88万 | 12.92% | -488.98万 | -0.66% | -9120.89万 | -12.26% | | 002564 | 天沃科技 | 9325.23万 | 10.87% | -6447.19万 | -7.52% | -2878.03万 | -3.36% | | 000032 | 深桑达A | 2214.51万 | 3.70% | -2471. ...

Market Overview - On September 24, the professional engineering sector experienced a slight decline of 0.09%, with Haibo Zhongke leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Notable gainers in the professional engineering sector included: - Shengkai Technology (605178) with a closing price of 31.83, up 6.42% and a trading volume of 59,000 shares, totaling 182 million yuan [1] - Shenghui Integration (603163) closed at 45.06, up 6.37% with a trading volume of 50,700 shares, totaling 224 million yuan [1] - Yaxiang Integration (603929) closed at 42.67, up 5.93% with a trading volume of 35,900 shares, totaling 150 million yuan [1] Capital Flow - The professional engineering sector saw a net inflow of 38.57 million yuan from institutional investors, while retail investors experienced a net outflow of 146 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types, with institutional investors showing confidence while retail investors withdrew funds [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Shenghui Integration (603163) with a net inflow of 28.23 million yuan from institutional investors, but a net outflow of 31.86 million yuan from retail investors [3] - Tianwo Technology (002564) had a net inflow of 24.72 million yuan from institutional investors, with retail investors withdrawing 35.78 million yuan [3] - Fuhuang Steel Structure (002743) saw a net inflow of 16.81 million yuan from institutional investors, while retail investors withdrew 19.38 million yuan [3]

Investment Rating - The report maintains an "Overweight" rating for the construction and decoration industry [1] Core Views - Infrastructure investment growth is under pressure, with a cumulative year-on-year increase of 2.0% from January to August, slowing down by 1.2 percentage points compared to the previous month. In August, infrastructure investment saw a year-on-year decline of 5.9% [2][11] - The report highlights that while the construction and real estate sectors face challenges, there is potential for policy support to boost growth, particularly through major infrastructure projects and urban renewal initiatives [2][11] - The report recommends focusing on leading state-owned enterprises in infrastructure, such as China Communications Construction Company, China Electric Power Construction, and China Railway Group, which are expected to see valuation recovery [2][11] Summary by Sections Industry Views - From January to August, the year-on-year growth rates for various sectors are as follows: railway transportation +4.5%, road transportation -3.3%, water conservancy management +7.4%, and public facilities management -1.1%. All sectors showed a slowdown compared to the previous month [2][11] - Cement production from January to August decreased by 4.8% year-on-year, with a notable decline of 6.2% in August alone. The overall revenue and profit in the construction sector remain under pressure, although cash flow has improved [2][11][16] International Expansion - In the first half of 2025, China's overseas contracting projects saw a revenue increase of 9.3% year-on-year, with new contracts growing by 13.7%. Notably, contracts in Belt and Road Initiative countries increased by 21% [3][12] - The report suggests that the ongoing geopolitical tensions and trade frictions may lead to increased infrastructure cooperation abroad, benefiting companies involved in international engineering projects [3][12] Demand Structure and New Opportunities - The report identifies opportunities in the semiconductor cleanroom sector, driven by increased capital expenditures from international semiconductor giants and cloud service providers. Companies like Shenghui Integrated and Yaxiang Integrated are recommended for investment [3][12]

Market Overview - The professional engineering sector experienced a decline of 1.3% on September 22, with Zhonghua Rock and Soil leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Notable gainers in the professional engineering sector included: - Nengzai Technology (301046) with a closing price of 26.50, up 4.50% [1] - Shenluda A (000032) with a closing price of 22.99, up 2.22% [1] - Zhenhai Co. (603637) with a closing price of 12.74, up 2.17% [1] - Major decliners included: - Zhonghua Rock and Soil (002542) with a closing price of 3.78, down 5.50% [2] - Tianwo Technology (002564) with a closing price of 8.58, down 5.30% [2] - ST Tianlong (300029) with a closing price of 5.96, down 4.33% [2] Capital Flow - The professional engineering sector saw a net outflow of 379 million yuan from institutional investors, while retail investors contributed a net inflow of 320 million yuan [2] - The capital flow for specific stocks indicated: - Zhenhai Co. (603637) had a net inflow of 9.91 million yuan from institutional investors [3] - Zhonghua Rock and Soil (002542) experienced a net outflow of 22.85 million yuan from institutional investors [3] - Retail investors showed a net inflow of 9.40 million yuan into Shenluda A (000032) [3]