格隆汇2月4日｜A股房地产板块震荡走高，财信发展涨停，荣安地产涨超8%，空港股份、京投发展、 华发股份、新城控股、招商蛇口等个股跟涨。据悉，1月北京房地产中介门店咨询量大涨，上海二手房 成交量大增24%。 ...

Group 1 - Hailanxin (300065) benefits from the collaborative development of the capital urban area port cluster and the intelligent upgrade of shipping, leading to strong growth momentum for the company [1][34] - The company specializes in marine electronic information systems and marine engineering equipment, with a leading position in domestic navigation technology [1][34] - The demand for technology support is expected to increase due to the acceleration of intelligent transformation at key ports like Tianjin and Tangshan [1][34] Group 2 - Jingtou Development (600683) focuses on the development of rail transit properties, leveraging the construction of a cross-regional rail transit network to unlock land value along the routes [2][36] - The company has developed a mature "rail + property" model and holds multiple patents in core technologies related to rail property [2][36] - The ongoing construction in key areas like Beijing's sub-center and Xiong'an New Area aligns with the demand for residential and industrial support due to population relocation [2][36] Group 3 - Chengjian Development (600266) is positioned to benefit from the accelerated urban renewal and non-capital function relief, which creates sustained demand for urban development and infrastructure projects [3][37] - The company has extensive experience in old city renovation and affordable housing construction, participating deeply in the quality upgrade projects of core cities [3][37] - The company’s land reserves and project resources in key areas can directly meet the housing and industrial space needs arising from population relocation [3][37] Group 4 - Langfang Development (600149) is strategically positioned in the land development business in the Beijing area, benefiting from the integration of Tongzhou and the North Three Counties [4][38] - The company can leverage local resource advantages to undertake land consolidation and infrastructure construction projects [4][38] - The demand for land development is expected to be rigidly released due to the implementation of cross-regional demonstration policies [4][38] Group 5 - Julisi (002342) sees a surge in demand for engineering equipment and rigging due to large-scale infrastructure projects in the urban area [5][39] - The company specializes in engineering rigging and lifting equipment, widely used in construction scenarios such as bridges and ports [5][39] - The integration of transportation in the Beijing-Tianjin-Hebei region is expected to drive significant growth in the company's product demand [5][39] Group 6 - Huasheng Tiancai (600410) focuses on cloud computing and digital services, capitalizing on the digital infrastructure upgrade and industrial digital transformation in the urban area [6][40] - The company has a comprehensive digital technology system and rich industry service experience [6][40] - The demand for digital services is expected to grow as the region develops smart transportation and digital governance applications [6][40] Group 7 - Jinyu Group (601992) is a leading supplier of building materials in the Beijing-Tianjin-Hebei region, benefiting from the ongoing construction boom and urban renewal [7][41] - The company’s product offerings include cement, concrete, and aggregates, with a strong supply chain advantage [7][41] - The demand for building materials is expected to rise significantly due to large-scale infrastructure and housing projects [7][41] Group 8 - Jidong Equipment (000856) is positioned to benefit from the upgrade of traditional industries and the demand for equipment renewal in the building materials sector [8][42] - The company specializes in cement equipment manufacturing and engineering services, with a strong technical capability [8][42] - The demand for high-end cement equipment and environmental renovation technology is expected to grow as the region pushes for green upgrades [8][42] Group 9 - Fushi Holdings (300071) focuses on brand marketing and public relations, benefiting from the growing demand for brand promotion in the urban area [9][43] - The company has a full-chain marketing service capability and serves clients across multiple industries [9][43] - The demand for customized marketing solutions is expected to rise as many enterprises establish and upgrade their brands [9][43] Group 10 - Huaxia Happiness (600340) specializes in the development and operation of industrial new towns, benefiting from the influx of industries due to non-capital function relief [10][44] - The company has a mature operational model that integrates industrial introduction and urban support [10][44] - The value of industrial new towns is expected to increase as the region enhances transportation and public services [10][44] Group 11 - Hongqiang Co., Ltd. (002809) sees a rigid growth in demand for concrete additives due to large-scale infrastructure projects [11][45] - The company specializes in concrete additives and new building materials, with stable product performance [11][45] - The demand for concrete is expected to rise significantly, driving the growth of the additives market [11][45] Group 12 - Siwei Tuxin (002405) is positioned to benefit from the rapid development of smart transportation and the growth of the connected vehicle and autonomous driving industries [12][46] - The company specializes in navigation maps and connected vehicle services, with leading technology in high-precision mapping [12][46] - The demand for smart transportation solutions is expected to grow as the region promotes intelligent upgrades in transportation systems [12][46] Group 13 - Leike Defense (002413) focuses on radar systems and electronic countermeasures, benefiting from the dual growth in defense and civilian security demands [13][48] - The company has core technologies and intellectual property rights in the defense and civilian security sectors [13][48] - The demand for security solutions is expected to increase as the region enhances its security capabilities [13][48] Group 14 - Aerospace Technology (000901) is involved in the aerospace equipment manufacturing sector, benefiting from the integration of innovation resources and the upgrade of high-end manufacturing [14][49] - The company leverages its aerospace technology advantages to participate in regional aerospace projects [14][49] - The demand for aerospace technology applications is expected to grow as the region develops its aerospace industry [14][49] Group 15 - Keri International (300662) focuses on human resources services, benefiting from the accelerated flow of talent and the growing demand for high-end talent in the urban area [15][50] - The company provides comprehensive human resources services, covering various industries [15][50] - The demand for customized human resources solutions is expected to rise as enterprises upgrade and expand [15][50] Group 16 - Tanshijia (300005) is positioned to benefit from the growth in outdoor leisure demand and the development of ecological tourism resources [16][51] - The company specializes in outdoor apparel and equipment, with a strong brand presence in the outdoor products industry [16][51] - The demand for outdoor products is expected to grow as consumer awareness of outdoor activities increases [16][51] Group 17 - Gangyan Gaona (300034) focuses on high-temperature alloy materials, benefiting from the rapid development of aerospace and new energy sectors [17][52] - The company specializes in the research and production of high-end alloy materials, with leading technology in the field [17][52] - The demand for high-temperature alloys is expected to grow as the region promotes high-end manufacturing upgrades [17][52] Group 18 - Electronic City (600658) focuses on the development and operation of technology parks, benefiting from the demand for innovation resources and the establishment of tech enterprises [18][53] - The company has extensive experience in park operation and enterprise incubation [18][53] - The demand for technology parks is expected to grow as the region promotes innovation and collaboration [18][53] Group 19 - Shangda Co., Ltd. (301522) specializes in the processing of special steel materials, benefiting from the growing demand for high-end materials in traditional industries [19][54] - The company focuses on the deep processing of special steel, with significant advantages in material processing technology [19][54] - The demand for special steel products is expected to rise as the region promotes the upgrade of manufacturing industries [19][54] Group 20 - Jikai Co., Ltd. (002691) focuses on mining equipment and intelligent upgrades, benefiting from the demand for efficient resource development [20][55] - The company specializes in mining machinery and technical services, with a strong service network [20][55] - The demand for intelligent mining equipment is expected to grow as the region promotes equipment renewal [20][55] Group 21 - Xinhua News (603888) focuses on news dissemination and digital content services, benefiting from the growing demand for media and cultural industries [21][56] - The company has authoritative information channels and strong content creation capabilities [21][56] - The demand for customized media solutions is expected to rise as the region promotes cultural integration and digital transformation [21][56]

Market Performance - On February 3, the real estate development sector rose by 1.9% compared to the previous trading day, with Jingtou Development leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - Jingtou Development (600683) closed at 5.45, with a gain of 10.10% and a trading volume of 85,600 shares, amounting to a transaction value of 46.63 million yuan [1] - Chengjian Development (600266) also saw a significant increase, closing at 6.00 with a rise of 10.09% and a trading volume of 547,700 shares, totaling 329 million yuan [1] - Huaxia Happiness (600340) increased by 6.54%, closing at 1.63 with a trading volume of 3.57 million shares, resulting in a transaction value of 591 million yuan [1] - Other notable performers included Binhui Group (002244) with a 5.31% increase, closing at 11.50, and ST Rongkong (000668) with a 4.98% rise, closing at 14.54 [1] Capital Flow Analysis - The real estate development sector experienced a net inflow of 43.91 million yuan from institutional investors, while retail investors contributed a net inflow of 23.8 million yuan [2] - However, there was a net outflow of 282 million yuan from speculative funds [2] Detailed Capital Flow for Selected Stocks - Chengjian Development (600266) had a net outflow of 93.21 million yuan from institutional investors, while retail investors saw a net outflow of 38.12 million yuan [3] - Huaxia Happiness (600340) recorded a net inflow of 53.33 million yuan from institutional investors, but a net outflow of 39.50 million yuan from retail investors [3] - Jingtou Development (600683) had a significant net inflow of 20.12 million yuan from institutional investors, despite a net outflow of 10.73 million yuan from retail investors [3]

Group 1: Market Performance - The stocks related to the Beijing-Tianjin-Hebei concept opened high, with several companies reaching the daily limit increase, including Fushi Holdings, Jingtou Development, and Chengjian Development, all up by over 10% [1][2] - Notable performers include Huaxia Happiness, which rose over 9%, and Jinyu Jidong, which increased by over 6% [1][2] Group 2: Policy and Planning - The Central Committee of the Communist Party and the State Council released the "Modern Capital Urban Circle Spatial Collaborative Planning (2023-2035)," aiming to optimize the urban system of Beijing-Tianjin-Hebei [2][3] - The plan emphasizes the construction of a spatial pattern characterized by "one core, two wings, dual cities, multiple points, and dual corridors" to enhance the capital's radiating effect and improve service levels [2][3] Group 3: Industry Implications - The planning document highlights the need for a "two corridors, four belts" industrial collaborative innovation pattern, promoting advanced manufacturing clusters and deep integration of innovation and industrial chains [4][6] - The transportation infrastructure will be enhanced with the construction of "eight corridors and two rings," establishing a comprehensive international transportation hub in the region [5][6] Group 4: Company Opportunities - Jidong Equipment, a leading manufacturing company in the Beijing-Tianjin-Hebei region, is expected to benefit from increased demand for equipment due to regional infrastructure projects [7] - Jinyu Group, a major building materials enterprise, will see steady sales growth in its products due to accelerated infrastructure and new industrial park developments [7] - Huaxia Happiness, with extensive experience in industrial park development, is positioned to expand its projects and enhance performance through the new policy framework [7]

Group 1 - The core viewpoint of the news is that the Beijing-Tianjin-Hebei concept stocks experienced a collective surge in early trading on February 3, with several companies reaching their daily limit up [1] - Companies such as Jingtou Development, Urban Construction Development, Langfang Development, and Jidong Equipment all hit the daily limit up [1] - Other companies like Huaxia Happiness, Jianxin Co., Rongsheng Development, and Shoukai Co. also showed significant gains in their stock prices [1]

Group 1 - The real estate sector opened high, with companies such as Jingtou Development and Urban Construction Development hitting the daily limit up [1] - Huaxia Happiness, Dalong Real Estate, and Rongsheng Development also experienced significant gains at the opening [1]

关于申请注册和发行非金融企业债务融资工具的公 告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 京投发展股份有限公司（以下简称"公司"）于 2026 年 1 月 30 日召开第十 二届董事会第二十一次会议，审议通过了《关于申请注册和发行非金融企业债务 融资工具的议案》《关于提请股东会授权董事会及董事会授权人士全权办理非金 融企业债务融资工具注册发行相关事宜的议案》。本次公司拟向中国银行间市场 交易商协会申请注册发行非金融企业债务融资工具（以下简称"本次非金融企业 债务融资工具"）事项尚需提交公司股东会审议。现将具体情况公告如下： 一、本次非金融企业债务融资工具的发行方案 证券代码：600683 证券简称：京投发展 公告编号：临 2026-007 （一）发行品种 公司拟注册发行的本次非金融企业债务融资工具包括但不限于超短期融资 券、短期融资券、中期票据、资产支持票据及定向工具等品种。具体发行品种将 提请股东会授权董事会及董事会授权人士根据公司情况及市场情况确定。 （二）发行规模 本次非金融企业债务融资工具总发行规模为不超过人民 ...

证券代码：600683 证券简称：京投发展 公告编号：临 2026-006 京投发展股份有限公司 关于公司面向专业投资者非公开发行公司债券预案 的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 京投发展股份有限公司（以下简称"公司"）于 2026 年 1 月 30 日召开第十 二届董事会第二十一次会议，审议通过了《关于公司符合面向专业投资者非公开 发行公司债券条件的议案》《关于公司面向专业投资者非公开发行公司债券方案 的议案》《关于提请股东会授权董事会及董事会授权人士全权办理本次面向专业 投资者非公开发行公司债券相关事项的议案》。本次公司面向专业投资者非公开 发行公司债券（以下简称"本次债券"）事项尚需提交公司股东会审议。现将具 体情况公告如下： 一、关于公司符合面向专业投资者非公开发行公司债券条件的说明 根据《中华人民共和国公司法》《中华人民共和国证券法》《公司债券发行与 交易管理办法》《非公开发行公司债券项目承接负面清单指引》等有关法律、法 规及规范性文件的规定，公司认真对照面向专业投资者非公开发行公司债券的资 格和 ...

证券代码：600683 证券简称：京投发展 公告编号：临 2026-008 京投发展股份有限公司 反担保对象及基本情况 | 被担保人名称 | 被担保人关联 | 本次反担保金 | 的反担保余额 | | 是否在前 期预计额 | | | --- | --- | --- | --- | --- | --- | --- | | | 关系 | 额 | （不含本次反 | | 度内 | | | 北京市基础设 施投资有限公 | 控股股东、实际 控 制 人 及 其 控 | 300,000 万元 | | 万元 | 否 | 不适用：本次担 | | 司 | 制的主体 | | | | | | | | | | 实际为其提供 担保金额） 913,500 | | | | | | | | | | | 本次担保是否 有反担保 保为反担保 | 累计担保情况 | 对外担保逾期的累计金额（万元） 0 | | | --- | --- | | 截至本公告日上市公司及其控股 | 2,917,589.26 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 454.52 | | 特别风险提示（如有请勾选 ...

证券代码：600683 证券简称：京投发展 公告编号：临 2026-009 京投发展股份有限公司 关于召开2026年第二次临时股东会的通知 召开的日期时间：2026 年 2 月 26 日 14 点 00 分 召开地点：北京市朝阳区建国门外大街 2 号银泰中心 C 座 17 层会议室 (五) 网络投票的系统、起止日期和投票时间。 股东会召开日期：2026年2月26日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 (四) 现场会议召开的日期、时间和地点 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、 召开会议的基本情况 (一) 股东会类型和届次 2026年第二次临时股东会 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 2 月 26 日 至2026 年 2 月 26 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日 ...