证券之星消息，1月21日基础建设板块较上一交易日下跌0.88%，国晟科技领跌。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。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) | | --- | --- | --- | --- | --- | --- | | 603778 | 園晟科技 | 16.37 | -10.01% | 1.93万 | 3164.98万 | | eoleea | 中国电建 | 6.04 | -3.36% | 705.39万 | 42.92亿 | | 002775 | 文科股份 | 4.43 | -3.06% | 53.20万 | 2.37 Z | | 002628 | 成都路桥 | 4.48 | -2.82% | 34.72万 | 1.55亿 | | 605303 | 园林股份 | 18.62 | -2.46% | 9.33万 | 1.70亿 | | 601800 | 中国交建 | 8.48 | -1.62% | 47.23万 | 4.01亿 | | 002310 | 东方新能 ...

证券研究报告·固定收益·固收点评 固收点评 20260121 龙建转债：东北基建领军者 2026 年 01 月 21 日 [Table_Tag] [Table_Summary] 事件 观点 证券分析师 李勇 执业证书：S0600519040001 010-66573671 liyong@dwzq.com.cn 2026-01-20 《 转债建议把握泛主线轮替、扩散行 情》 2026-01-20 东吴证券研究所 1 / 11 请务必阅读正文之后的免责声明部分 ◼ 龙建转债（110100.SH）于 2026 年 1 月 22 日开始网上申购：总发行规 模为 10.00 亿元，扣除发行费用后的募集资金净额用于施工总承包、偿 还银行贷款等项目。 ◼ 当前债底估值为 98.08 元，YTM 为 2.16%。龙建转债存续期为 6 年,中 诚信国际信用评级有限责任公司资信评级为 AA/AA,票面面值为 100 元，票面利率第一年至第六年分别为：0.10%、0.30%、0.60%、1.00%、 1.50%、2.00%，公司到期赎回价格为票面面值的 110.00%（含最后一期 利息），以 6 年 AA 中债企业债到期收益率 2 ...

2026 年 1 月 21 日 【今日关注】 每日市场观察 周二沪深两市双双小幅高开，短暂上冲后开始大幅下探，午盘后震荡 上涨，跌幅收窄。三大指数集体收跌，沪指微跌 0.01%，深证成指跌 0.97%，创业板指跌 1.79%。沪深京三市成交额达到 28044 亿，较周一 放量 720 亿，市场承接力较强。行业板块涨少跌多，贵金属、化学原 料等板块涨幅居前，通信设备、光伏设备等板块跌幅居前。双创继续 领跌掣肘大盘，大盘亦继续弱势震荡。 1 月 20 日，国新办举行新闻发布会，发改委将研究制定出台 2026 年— 2030 年扩大内需战略实施方案，以新供给创造新需求，提供强有力的 创新举措和要素保障。在政策推动和节日消费的双重预期下，可以加 大关注消费板块的机会。 市场在连续放量上涨突破前期高点之后，管理层出台了一系列降温措 施出台，其目的只是想抑制市场过度投机，并不是想让行情直接熄火。 沪指 30 日线上穿 60 日线，中长期均线处于多头排列中，市场的上涨 趋势并没有改变。短期均线震荡洗盘不改多头市场形态，投资者需要 保持投资定力。 【市场回顾】 市场概况：1 月 20 日，三大指数集体收跌，创业板指一度跌超 ...

证券之星消息，1月20日基础建设板块较上一交易日上涨1.69%，中国电建领涨。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 601669 | 中国电建 | 6.25 | 7.02% | 1124.81万 | | 68.63亿 | | 605303 | 园林股份 | 19.09 | 6.35% | 13.12万 | | 2.46亿 | | 600853 | 龙建股份 | 4.90 | 4.93% | 150.53万 | | 7.41亿 | | 002775 | 文科股份 | 4.57 | 3.16% | 76.21万 | | 3.51亿 | | 601868 | 中国能建 | 2.54 | 2.83% | 949.20万 | | 23.96亿 | | 601390 | 中国中铁 | 5.54 | 2.78% | 215.06万 | | 11.76亿 | ...

Market Overview - The infrastructure sector experienced a slight decline of 0.04% on January 19, with Guosheng Technology leading the drop [1] - The Shanghai Composite Index closed at 4114.0, up by 0.29%, while the Shenzhen Component Index closed at 14294.05, up by 0.09% [1] Top Performers in Infrastructure Sector - Chengdu Road and Bridge (002628) saw a significant increase of 10.02%, closing at 4.50 with a trading volume of 585,800 shares and a transaction value of 254 million [1] - Hongrun Construction (002062) rose by 7.32%, closing at 9.68 with a trading volume of 728,100 shares and a transaction value of 694 million [1] - Guanzhong Ecology (300948) increased by 5.92%, closing at 25.95 with a trading volume of 126,400 shares and a transaction value of 319 million [1] Underperformers in Infrastructure Sector - Guosheng Technology (603778) led the decline with a drop of 10.02%, closing at 20.21 with a trading volume of 58,300 shares and a transaction value of 118 million [2] - Wenkai Co., Ltd. (002775) fell by 8.09%, closing at 4.43 with a trading volume of 980,600 shares and a transaction value of 430 million [2] - Huylv Ecology (001267) decreased by 6.21%, closing at 24.15 with a trading volume of 587,000 shares and a transaction value of 1.443 billion [2] Capital Flow Analysis - The infrastructure sector experienced a net outflow of 832 million from institutional investors, while retail investors saw a net inflow of 665 million [2] - The top three stocks with significant net inflows from retail investors include Chengdu Road and Bridge (002628) with a net inflow of 37.06 million, Hongrun Construction (002062) with a net inflow of 26.66 million, and ST Lingnan (002717) with a net inflow of 16.44 million [3]

截至2026年1月16日收盘，中国交建(601800)报收于8.53元，上涨2.4%，换手率0.87%，成交量102.52万 手，成交额8.83亿元。 中国交建H股公告-翌日披露报表 中国交通建设股份有限公司于2026年1月15日提交翌日披露报表，确认当日在上海证券交易所购回A股 普通股1,178,200股，每股价格介乎人民币8.33至8.40元，总代价为人民币9,852,516元。该等股份拟注 销，购回活动依据相关规定进行，并已获董事会批准。本次购回不影响已发行股份总数，截至当日结存 仍为11,856,168,225股。 中国交建H股公告-翌日披露报表 中国交通建设股份有限公司于2026年1月16日提交翌日披露报表，确认在2026年1月16日通过上海证券交 易所购回A股股份915,817股，占已发行股份的0.01%，每股购回价介于人民币8.36元至8.50元之间，总 支付金额为人民币7,773,718.33元。该等购回股份拟注销，未持有库存股份。本次购回符合相关上市规 则及法律规定。 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。 ...

Group 1: Market Overview - The infrastructure sector increased by 0.43% on January 16, with China Power Construction leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Group 2: Top Performers in Infrastructure Sector - China Power Construction (601669) closed at 5.78, up 7.84%, with a trading volume of 10.65 million shares and a transaction value of 6.174 billion [1] - Huylv Ecological (001267) closed at 25.75, up 4.63%, with a trading volume of 609,500 shares and a transaction value of 1.569 billion [1] - China Energy Engineering (601868) closed at 2.49, up 4.62%, with a trading volume of 14.83 million shares and a transaction value of 3.720 billion [1] Group 3: Capital Flow Analysis - The infrastructure sector saw a net inflow of 707 million in main funds, while retail investors experienced a net outflow of 670 million [2] - Major stocks like China Power Construction had a net inflow of 108.7 million from main funds, but a net outflow of 52.8 million from retail investors [3] - China Energy Engineering had a net inflow of 46.2 million from main funds, with a net outflow of 37.6 million from retail investors [3]

（记者 曾健辉） 每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 每经AI快讯，浦东建设1月15日晚间发布公告称，公司第九届第十二次董事会会议于2026年1月15日在 上海市浦东新区邹平路188弄7号（T3）12楼以现场结合通讯方式召开。会议审议了《关于注册、发行 TOP芯联类REITs产品相关事宜的议案》等文件。 ...

Core Viewpoint - The company has experienced a significant stock price increase of 126.77% from September 2025 to January 15, 2026, but is currently facing high trading risks due to alternating price fluctuations of limit up and limit down [1] Financial Performance - For the year 2024, the company reported a revenue of 1.362 billion and a net profit attributable to shareholders of -484 million [1] - In the first three quarters of 2025, the company generated a revenue of 652 million with a net profit attributable to shareholders of -99 million [1] - As of the end of Q3 2025, the company's net assets attributable to shareholders stood at 280 million, with a potential risk of negative net assets by the end of 2025 due to asset impairment [1] Corporate Actions - The company is undergoing a pre-restructuring debt claim process, which is partially submitted, and some subsidiaries are not included, potentially complicating the elimination of non-standard audit opinions [1]

证券之星消息，1月15日基础建设板块较上一交易日下跌0.77%，国晟科技领跌。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。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 | 4.80 | 10.09% | 33.92万 | | 1.61亿 | | 001267 | 汇绿生态 | 24.61 | 5.71% | 60.28万 | | 14.50亿 | | 603843 | *ST正平 | 6.10 | 4.45% | 49.30万 | | 2.92亿 | | 603007 | *ST花王 | 6.25 | 4.17% | - 45.36万 | | 2.79亿 | | 001396 | 营帆科技 | 42.16 | 3.56% | 5.71万 | | 2.38亿 | | 603316 | 诚邦股份 | 15.54 | 2.10% | 12.20万 | | 1.87亿 | | ...