截至2025年9月5日收盘，*ST元成（603388）报收于2.16元，较上周的2.21元下跌2.26%。本周，*ST元 成9月3日盘中最高价报2.3元。9月4日盘中最低价报2.13元。*ST元成当前最新总市值7.04亿元，在基础 建设板块市值排名45/45，在两市A股市值排名5151/5152。 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：*ST元成因涉嫌年报财务数据虚假披露被证监会立案调查。 公司公告汇总：公司2025年上半年营收8,233.93万元，归母净利润为-12,679.50万元。 公司公告汇总：公司及子公司银行账户冻结金额合计330,517,780.67元，占净资产39.02%。 公司公告汇总 元成环境股份有限公司于2025年7月1日收到中国证监会《立案告知书》，因涉嫌年报等定期报告财务数 据虚假披露，公司及控股股东、实际控制人祝昌人被立案。若调查结果触及重大违法强制退市情形，公 司股票将面临退市风险。2025年半年度营业收入为8,233.93万元，归母净利润为-12,679.50万元。公司已 连续三 ...

证券之星消息，9月5日基础建设板块较上一交易日上涨0.95%，汇绿生态领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。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 | 14.73 | 10.01% | 43.65万 | 6.15亿 | | 603815 | 交建股份 | 12.32 | 10.00% | 40.48万 | 4.77 | | 002062 | 宏润建设 | 9.66 | 8.05% | 114.42万 | 10.54亿 | | 002663 | 普邦股份 | 2.08 | 5.58% | 108.30万 | 2.22亿 | | 000010 | 美丽生态 | 4.73 | 5.35% | 41.75万 | 1.92亿 | | 603843 | *ST正平 | 3.07 | 5.14% | 8.71万 | 2674.65万 | | 300982 | 苏文电能 | 19 ...

证券之星消息，9月4日基础建设板块较上一交易日下跌0.55%，汇绿生态领跌。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。基础建设板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601669 | 中国电建 | 6733.11万 | 5.10% | -4252.00万 | -3.22% | -2481.12万 | -1.88% | | 002062 宏润建设 | | 6087.15万 | 6.93% | -1820.06万 | -2.07% | -4267.09万 | -4.86% | | 601868 中国能建 | | 4345.44万 | 5.46% | -4588.86万 | -5.77% | 243.43万 | 0.31% | | 603316 诚邦股份 | | 2368.31万 | 8.60% | 997.04万 | 3.62% | - ...

上海港湾公告，控股股东上海隆湾持有公司股份1.68亿股，占总股本68.69%。其于2024年9月5日质押的 500万股办理展期，展期后到期日为2026年9月5日，质权人为中信证券，占上海隆湾持股的2.98%，占 公司总股本的2.04%，资金用于自身经营。截至公告披露日，上海隆湾及其一致行动人徐望累计质押 500万股，占所持股份的2.97%，占公司总股本的2.04%。控股股东资信良好，质押风险可控，不会影响 公司控制权及主营业务。 ...

Group 1 - Shengtun Mining plans to repurchase shares worth between 500 million and 600 million yuan, with a maximum repurchase price of 11.82 yuan per share, aimed at employee stock ownership plans or equity incentives [1] - Kangnbei received a drug registration certificate for Linggui Shugan Granules, which is derived from traditional Chinese medicine and is used for treating phlegm and dampness due to Yang deficiency [2] - Zhangjiang Hi-Tech intends to publicly transfer 100% equity and related debts of Shanghai Jixin Rui Construction Technology Co., Ltd. with a total price not less than 151 million yuan [3] Group 2 - Shankai Intelligent won a bid for a metering device procurement project worth 13.318 million yuan from Hohhot Water Supply Company [4] - Hason Co. plans to jointly establish a supply chain company with a registered capital of 10 million yuan, in which Hason will hold a 10% stake [5] - Pudong Construction's subsidiaries won multiple major projects with a total amount of 1.271 billion yuan [6] Group 3 - Jinling Pharmaceutical received approval for the Phase III clinical trial of Olaratogrel tablets, which are used for treating moderate to severe pain associated with endometriosis [8] - Menohua's subsidiary obtained a drug registration certificate for Mosapride Citrate Tablets, aimed at improving gastrointestinal symptoms [10] - Shapuaisi's major shareholder plans to reduce holdings by up to 2% of the company's shares due to personal financial needs [11] Group 4 - Changyuan Power reported an August electricity generation of 3.771 billion kWh, a year-on-year decrease of 6.03% [15][16] - Xibu Livestock's August fresh milk production increased by 4.8% month-on-month but decreased by 7.27% year-on-year [19] - Yong'an Pharmaceutical's actual controller and chairman had their detention lifted, allowing them to resume normal duties [20] Group 5 - Jinkai Intelligent's director resigned due to work adjustments [22] - Xinhua Medical received a Class II medical device registration for an endoscope cleaning workstation [23] - Haishi Science and Technology's innovative drug HSK47388 received approval for a new indication clinical trial [25] Group 6 - Baotai Co. plans to participate in a land use rights auction in Baoji City with a starting price of 57.34 million yuan [26] - Minfeng Special Paper received a government subsidy totaling 11.2 million yuan [27] - Jiuchang Bio obtained a medical device registration for a heparin-binding protein assay kit [29] Group 7 - Jingao Technology plans to repurchase shares worth between 200 million and 400 million yuan, with a maximum price of 17.36 yuan per share [31] - Youxunda won a bid for a metering equipment project from China Southern Power Grid worth approximately 161 million yuan [32] - Qianli Technology reported an August vehicle sales increase of 168.55% year-on-year [32] Group 8 - Guangzhou Port expects an August container throughput increase of 1.2% year-on-year [32] - Kexing Pharmaceutical's GB08 injection completed the first subject enrollment for Phase II clinical trials [33] - Wu Ming Pharmaceutical plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary [34] Group 9 - Shanghai Electric's acquisition of K-Electric Limited shares has not yet completed the transfer [35] - Fulai New Materials plans to raise no more than 710 million yuan through a private placement [36] - Huaren Health's drug registration application for a new type of potassium ion competitive acid blocker has been accepted [37]

证券之星消息，9月3日基础建设板块较上一交易日下跌1.1%，汇绿生态领跌。当日上证指数报收于 3813.56，下跌1.16%。深证成指报收于12472.0，下跌0.65%。基础建设板块个股涨跌见下表： 从资金流向上来看，当日基础建设板块主力资金净流出3.34亿元，游资资金净流入1.09亿元，散户资金净 流入2.26亿元。基础建设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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002062 | 宏润建设 | 1.30 Z | 12.28% | -2016.23万 | -1.91% | -1.10 Z | -10.38% | | 603316 城邦股份 | | 3565.50万 | 9.83% | -1148.76万 | -3.17% | -2416.74万 | -6.66% | | 603843 *ST正平 | | 1407.54万 | 18.49% | -562.23万 | -7.38% | ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company's performance is under short-term pressure, but order growth shows resilience [5] - Revenue for the first half of 2025 was 511.09 billion yuan, down 5.93% year-on-year, with net profit attributable to shareholders decreasing by 17.17% [6] - The company has seen a steady increase in new contracts, with a total of 1,108.69 billion yuan signed in the first half of 2025, up 2.8% year-on-year [6] Financial Performance Summary - The company reported a revenue of 5,110.93 billion yuan in H1 2025, a decrease of 5.93% year-on-year, with net profits of 118.27 billion yuan and 102.68 billion yuan for attributable and non-attributable profits respectively, down 17.17% and 21.59% [6] - The revenue breakdown for H1 2025 includes infrastructure construction (436.25 billion yuan, -7.78%), design consulting (8.91 billion yuan, -0.60%), equipment manufacturing (13.75 billion yuan, +14.39%), and real estate development (15.61 billion yuan, +7.83%) [6] - The company’s gross profit margin for H1 2025 was 8.53%, a decrease of 0.30 percentage points year-on-year [6] Market Performance - The company’s new contract value in H1 2025 was 1,108.69 billion yuan, with significant contributions from overseas markets, particularly in railway, construction, and municipal projects [6] - The company’s cash flow remains a concern, with a net cash outflow from operating activities of 79.63 billion yuan in H1 2025, an increase of 10.30 billion yuan year-on-year [6] Earnings Forecast and Valuation - The forecasted net profit for the company from 2025 to 2027 is 28.7 billion yuan, 29.7 billion yuan, and 30.8 billion yuan respectively, with year-on-year growth rates of 2.76%, 3.47%, and 3.73% [6][8] - The current stock price corresponds to a price-to-earnings ratio (P/E) of 4.86 for 2025, 4.70 for 2026, and 4.53 for 2027 [6][8]

证券研究报告 建筑装饰 | 基础建设 非金融|公司点评报告 hyzqdatemark 2025 年 09 月 02 日 证券分析师 王彬鹏 SAC：S1350524090001 wangbinpeng@huayuanstock.com 戴铭余 SAC：S1350524060003 daimingyu@huayuanstock.com 郦悦轩 SAC：S1350524080001 liyuexuan@huayuanstock.com 唐志玮 tangzhiwei@huayuanstock.com 林高凡 lingaofan@huayuanstock.com | 基本数据 | | | 2025 | 年 | 09 | 月 01 | | 日 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | | | 6.53 | | | 一 年 内 最 最 低 | 高 | / | | | | 8.17/5.18 | | | | （元） | | | | | | | | | | 总市值（百万元） | | | | | | 20,530.9 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603815 | 交建股份 | 11.02 | 9.98% | 41.19万 | 4.38亿 | | 002663 | 普邦股份 | 2.00 | 3.09% | 111.42万 | 2.24亿 | | 300197 | 节能铁汉 | 2.34 | 1.74% | 184.65万 | 4.28亿 | | 002062 | 宏润建设 | 8.70 | 1.64% | 137.37万 | 11.65亿 | | 603778 | 国晟科技 | 3.79 | 1.34% | 49.14万 | 1.86亿 | | 600512 | 腾达建设 | 2.46 | 1.23% | 47.73万 | 1.16亿 | | 002717 | ST岭南 | 1.70 | 1.19% | 86.56万 | 1.46亿 | | 002310 | 东方园林 | 2.40 | 0.84% | 119.30万 | 2.88亿 | | 601868 | 中国能建 | 2.44 | 0 ...

公司报告 | 半年报点评 中国中铁（601390） 证券研究报告 收入和利润有所承压，海外订单保持高增速 收入和利润有所承压，关注第二增长曲线拓展 公司发布 25 年半年报，25H1 实现营业收入 5125.02 亿元，同比-5.88%，实 现归母净利润 118.27 亿元，同比-17.17%，扣非归母净利润 102.68 亿元， 同比-21.59%，其中 Q2 单季度实现营收 2632.19 亿元，同比-5.61%，实现 归母净利润 58.01 亿元，同比-14.65%，实现扣非归母净利润 47.15 亿元， 同比-20.45%。当前公司重点发展"第二曲线"新兴业务和战略性新兴产业 （含未来产业），集中力量在水利水电、清洁能源、生态环保等领域发力。 铁路保持稳定增长，海外新签订单表现亮眼 资料来源：wind，天风证券研究所 请务必阅读正文之后的信息披露和免责申明 1 分业务来看，传统主业方面，25H1 基础设施建设、设计咨询、装备制造、 房地产开发业务分别实现营收 4362.46、89.11、137.53、156.14 亿元，同 比分别-7.78%、-0.60%、+14.39%、+7.83%，基建业务中，铁 ...