Emcor Group (EME) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individu ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000625 长安汽车 | | -5417.16万 | 7.32% | -1872.51万 | -2.53% | -3544.65万 | -4.79% | | 002080 中材科技 | | 3499.90万 | 2.99% | -5391.19万 | -4.61% | 1891.29万 | 1.62% | | 000928 中钢国际 | | 3110.27万 | 9.83% | -666.36万 | -2.11% | -2443.91万 | -7.72% | | 002415 海康威视 | | 2758.48万 | 3.62% | 46.97万 | 0.06% | -2805.45万 | -3.68% | | 000933 神火股份 | | 2757.71万 | 4.44% | 2228.78万 | 3.59% | -4986.49万 | -8.03% | | 00 ...

2连板万通发展：数渡科技存在持续亏损的风险，可能对公司持续经营产生不利影响。 今日聚焦 天普股份：股票明日开始起停牌核查。 摩尔线程：网上投资者放弃认购数量为29302股，全部由保荐人包销。 赛微电子：国家集成电路基金减持，持股比例降至5%以下。 东芯股份：上海砺算近日与某云计算服务商签署《战略合作框架协议》。 金富科技：筹划收购蓝原科技股权事项涉及新业务领域，存在一定的行业整合风险。 增减持 迈瑞医疗：董事长拟2亿元增持公司股份。 孚能科技：股东上杭兴源拟减持不超1.6816%公司股份。 中曼石油：股东拟合计减持不超3%股份。 回购 迈得医疗：董事长、实控人林军华提议以2000万元—4000万元回购股份。 合同中标 嘉友国际：与中非发展基金有限公司签订战略合作备忘录。 中国建筑：近期获得3个重大项目，合计金额106.7亿元。 广东建科：与林芝经济开发区管理委员会签署了框架协议。 中铝国际：联合中标青铜峡电解槽"以大代小"升级改造项目，合同总价为29.09亿元。 *ST松发：下属公司一批船舶建造合同签约生效，合同金额合计约11亿—16亿美元。 股权变动 重大投资 利安隆：拟投资5000万元取得斯多福25%股权 ...

有利集团(00406)发布截至2025年9月30日止6个月的中期业绩，该公司取得收入约56.84亿港元，同比增 加28.21%;公司权益持有人应占溢利3919.8万港元，同比增加59.22%;每股盈利约为8.95港仙。 公告称，本集团创纪录的合约价值推动所有主要分部在此期内的收入显著增长。本集团于上半年的收入 增加28%至56.84亿港元，由核心业务增长同比带动。建筑分部取得42.03亿港元的可观收入，同比增长 23%。机电安装分部取得令人鼓舞的收益，增长40%至13.19亿港元。此外，建筑材料供应分部的收入大 增49%至6.47亿港元。凭借强劲的订单量，我们预期于这两年保持高收入水平。 ...

景气分化但估值趋同，产业债如何挖掘？ 固定收益 | 专题报告 产业债投资策略 研究结论 产业债挖掘策略：票息策略占优，关注收益增强机会。 主流发债行业研判：分化加剧，下沉挖掘性价比不高。 风险提示 政策变化超预期；信用风险暴露超预期；模型测算误差；数据统计可能存在遗误。 报告发布日期 2025 年 11 月 24 日 | 齐晟 | 执业证书编号：S0860521120001 | | --- | --- | | | qisheng@orientsec.com.cn | | | 010-66210535 | | 徐沛翔 | 执业证书编号：S0860525070003 | | | xupeixiang@orientsec.com.cn | | | 021-63326320 | | 票息策略优于久期策略：信用债市场周观 | 2025-11-17 | | --- | --- | | 察 | | | 信用债 ETF 将持续吸引资金流入：信用债 | 2025-11-11 | | 市场周观察 | | | 把握年末信用利差压缩行情：2025年11月 | 2025-11-06 | | 小品种策略 | | | 以中短信用为基本盘， ...

每经AI快讯，11月20日，港股收盘，恒生指数涨0.02%，恒生科技指数跌0.58%。港股科技ETF （159751）跌1.28%，恒生港股通ETF（159318）持平。板块方面，建筑与工程板块涨幅靠前；酒店和 度假村REIT、居家用品板块跌幅靠前。个股方面，创科实业涨5.36%，贝壳-W涨5.28%；黑芝麻智能跌 10.39%，中环新能源跌16.06%；大众公用涨7.65%，中国信达涨6.45%。 ...

Group 1: Company Insights - Aerospace Technology reported Q3 revenue of 603 million, a year-on-year increase of 46.60%, and net profit growth of 26.45%, driven by increased orders for aircraft engines and gas turbines [1] - The company has a backlog of orders amounting to 5.968 billion, primarily from international clients, and has signed long-term agreements to expand its global market presence [1] - Aerospace Technology has received the GE Aviation 2025 Innovation Award for its NISP technology and is experiencing strong demand in the gas turbine market, with rising equipment prices [1] Group 2: Industry Developments - AVIC Heavy Machinery is actively expanding into high-growth sectors such as commercial aerospace, civil aviation, and gas turbines, leveraging its expertise in forging, casting, and hydraulic systems [2] - The company has established stable supply relationships with key players in the commercial aerospace sector and is integrating into the domestic large aircraft supply chain [2] - AVIC Heavy Machinery's gas turbine business is projected to exceed 100 million in revenue by Q3 2025, with clients including GE and Siemens Energy [2] Group 3: Infrastructure and Robotics - Hongrun Construction is focusing on urban infrastructure in the Yangtze River Delta, with an increase in new business volume in Q3 [3] - The company has formed a joint venture to develop humanoid robots and aims to achieve commercialization by 2026, with a target team size of 60-100 [3] - The company is also investing in technology for quadruped robots and plans to expand production capabilities in response to demand [3] Group 4: Smart Driving Technology - Desay SV Automotive is responding to stricter smart driving regulations by enhancing performance and safety features in its products [4] - The company has secured new project orders from major international automotive manufacturers and is expanding its production facilities in Germany and Spain [4] - Desay SV has launched a robot smart base ICube, designed for durability and reliability in robotic applications [4]

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering industry [9]. Core Insights - In October, narrow infrastructure investment decreased by 8.7%, with a month-on-month decline of 4.1 percentage points, while broad infrastructure investment fell by 8.1%, also with a month-on-month decline of 4.1 percentage points [2][6]. - The marginal weakening of infrastructure investment is evident, with the single-month growth rate for narrow infrastructure investment reaching its lowest since July 2021 [11]. - The report highlights that despite the current downturn, there remains fiscal space for potential growth in infrastructure investment by the end of the year [11]. Summary by Sections Economic Data - In October, narrow infrastructure investment saw a month-on-month decline of 8.7%, while broad infrastructure investment decreased by 8.1% [2][6]. - Year-to-date, narrow infrastructure investment has declined by 0.1%, while broad infrastructure investment has grown by 3.0%, with a month-on-month decrease of 1.6 percentage points [11]. Project Analysis - All project categories experienced year-on-year declines in investment for the month, with notable decreases in power (down 6.3%), transportation (down 10.1%), and water management (down 19.0%) [11]. - The report indicates that the construction industry’s PMI for October was 49.1%, reflecting a contraction for three consecutive months [11]. Fiscal Outlook - As of November 14, 2023, special bonds issued totaled 41,492 billion yuan, with a year-on-year increase of 2,476 billion yuan, indicating room for further issuance [11]. - The report emphasizes the government's focus on high-quality development and the need to optimize investment structures to stimulate private investment [11].

丨证券研究报告丨 行业研究丨行业周报丨建筑与工程 [Table_Title] 重视年底高股息标的的配置价值 报告要点 [Table_Summary] 建筑板块具备估值低、机构持仓少、市值容量大、优质标的展望稳健等核心特性。市场高低切， 建筑行业优选 4 大方向：1）三季报业绩好，具备更强短期业绩确定性。2）股息率高，具备更 强的持股安全垫。3）长期成长性强。4）绝对估值低的大市值权重标的。 分析师及联系人 [Table_Author] SAC：S0490520080022 SAC：S0490522060005 SAC：S0490525070008 SAC：S0490525080003 SFC：BUT917 张弛 张智杰 袁志芃 龚子逸 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 建筑与工程 cjzqdt11111 [Table_Title2] 重视年底高股息标的的配置价值 [Table_Summary2] 2026 年保险业"开门红"启幕，增量资金有望加速入市 从行业惯例来看，每年 10 月到次年 2 月，险企会集中推出高吸引力产品。11 月 9 日，北京商 ...

（原标题：揭秘涨停丨股价8连板，公司提示交易风险） 今日32股封单资金超过1亿元。 涨停战场：这只个股封单量逾190万手 据证券时报·数据宝统计，今日（11月17日），从收盘涨停板封单量来看，华夏幸福遥遥领先，封单量高达190.1万手；龙洲股份、胜利股份、孚日 股份、平潭发展、航天发展封单量均在50万手以上，依次为74.90万手、67.73万手、61.33万手、61.25万手、53.21万手。 从连续涨停天数来看，孚日股份、*ST绿康斩获8连板；三木集团7连板；人民同泰6连板；胜利股份、安泰集团5连板；ST中珠、九牧王、*ST正 平、真爱美家实现4连板。 以封单金额计算，今日32股封单资金超过1亿元。其中，孚日股份、平潭发展分列第一、第二名，金额依次为7.8亿元、7.33亿元；华夏幸福、长城 军工、航天发展、龙洲股份等股紧随其后，封单金额均在5亿元以上。 孚日股份收获8连板，61.33万手封单，区间累计涨幅高达114.5%。公司发布股价异常波动公告，目前公司股价波动异常，可能存在非理性炒作， 交易风险大，存在短期下跌的风险。请广大投资者注意交易风险。 2025年前三季度，公司营业收入38.41亿元，同比下降4 ...