证券之星消息，截至2026年2月9日收盘，中材国际(600970)报收于10.83元，上涨1.12%，换手率 0.72%，成交量16.25万手，成交额1.76亿元。 2月9日的资金流向数据方面，主力资金净流出172.53万元，占总成交额0.98%，游资资金净流入792.83 万元，占总成交额4.51%，散户资金净流出620.3万元，占总成交额3.53%。 | 指标 | 中材国际 | 工程建设行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 283.94亿元 | 227.49亿元 | 11 67 | | 净资产 | 238.97亿元 | 538.37亿元 | 18 67 | | 净利润 | 20.74亿元 | 17.99亿元 | 10 67 | | 市盈率(动) | 10.27 | 18.91 | 10 67 | | 市净率 | 1.28 | 3.71 | 25 67 | | 毛利率 | 17.18% | 13.35% | 18 67 | | 净利率 | 6.76% | -3.1% | 8 67 | | ROE | 9.61% | 0.8% | 5 67 | 近5日 ...

Group 1: Development Goals and Framework - The State-owned Assets Supervision and Administration Commission (SASAC) has set the annual development goals centered on "two guarantees and two strives" for 2026, marking a shift towards quality and efficiency in state-owned enterprises (SOEs) [4] - The total assets of central enterprises have surpassed 95 trillion yuan, with R&D investment exceeding 1 trillion yuan for four consecutive years, indicating a focus on quality-driven growth [8] - The framework aims to guide state capital towards strategic security, public welfare, and emerging industries, providing a clear action plan for reform and development [4] Group 2: Industry Integration and Collaboration - In 2025, the restructuring of central enterprises will follow a dual-track approach, focusing on strategic formation of new central enterprises and multi-field professional integration [13] - The establishment of new central enterprises, such as China Yajiang Group and China Chang'an Automobile Group, aims to serve national macro strategies and enhance industry collaboration [14] - A total of 17 units signed agreements in key areas like artificial intelligence and new materials, creating a multi-party collaborative model involving central enterprises, private enterprises, and local governments [16] Group 3: Capital Investment and Fund Management - The total scale of the China Chengtong fund system reached 710 billion yuan, with 97.99% allocated to strategic emerging industries, demonstrating a strong focus on high-tech sectors [18] - The National Investment Group manages 61 funds with a total scale of 345.1 billion yuan, having invested in 1,249 projects and facilitated 293 companies going public [20] - The investment strategy emphasizes long-term support for innovative enterprises, with over two-thirds of funds directed towards private enterprises [20] Group 4: Resource Integration and Security - Central enterprises are undergoing intensive integration in key mineral sectors, such as iron ore and rare earths, to enhance resource control and pricing power [24] - The integration aims to create a closed-loop industry chain, improving domestic supply security and reducing reliance on imports [25] - This strategic move is seen as a vital step in ensuring national resource security and enhancing the global influence of China's mineral resources [24]

证券研究报告 工业/基础材料 上周国常会再次指出促进有效投资对于稳定经济增长、增强发展后劲具有重 要作用，提升 26Q1 投资稳增长预期，北方地区补齐防洪排涝抗灾基础设施 短板有望迎政策催化，防水及工程管材有望受益。上周玻纤电子布再度提价， 7628 电子布提价 0.5 元/米以上，幅度和时点均超市场预期，体现出高端电 子布景气"下沉"向普通电子布传导的特征。此外，我们继续看好商业航天 中高端材料需求，主要包括耐高温纤维材料、太阳翼能源系统中的钙钛矿材 料和 UTG 玻璃等细分品类。建议 26Q1 继续均衡布局新兴产业成长与传统 顺周期，重点推荐亚翔集成、精工钢构、中材国际、四川路桥、中国建筑国 际、中国联塑、凯盛科技、华新建材、北新建材、旗滨集团。 细分行业回顾：普通电子/纱布提价时点和幅度超预期 截至 2 月 6 日，上周全国水泥价格周环比-0.9%；水泥出货率 24.6%，周环 比/同比-7.8/+2.5pct。国内浮法玻璃均价 62 元/重量箱，周环比/同比 +0.4%/-17.8%，样本企业库存 4949 万重箱，周环比+0.4%。3.2/2.0mm 光 伏玻璃主流订单价格 17.8/10.8 元/ ...

证券之星消息，截至2026年2月6日收盘，中材国际(600970)报收于10.71元，下跌2.19%，换手率 0.84%，成交量18.98万手，成交额2.05亿元。 2月6日的资金流向数据方面，主力资金净流入45.28万元，占总成交额0.22%，游资资金净流出1630.19 万元，占总成交额7.95%，散户资金净流入1584.92万元，占总成交额7.73%。 近5日资金流向一览见下表： 中材国际融资融券信息显示，融资方面，当日融资买入1029.98万元，融资偿还1525.89万元，融资净偿 还495.9万元。融券方面，融券卖出2200.0股，融券偿还5800.0股，融券余量16.48万股，融券余额176.5 万元。融资融券余额4.6亿元。 近5日融资融券数据一览见下表： | 日期 | 涨跌幅 | 融资余额(元) | 融资净买入(元) | 融券余量(股) | 融券净卖出(股) | 融资融券余额(元) | | --- | --- | --- | --- | --- | --- | --- | | 2026-02-06 | -2.19% | 4.58亿 | -495.90万 | 16.48万 | -3600.0 | ...

中材国际2025年三季报显示，前三季度公司主营收入329.98亿元，同比上升3.99%；归母净利润20.74亿 元，同比上升0.68%；扣非净利润18.51亿元，同比下降9.74%；其中2025年第三季度，公司单季度主营 收入113.22亿元，同比上升4.48%；单季度归母净利润6.53亿元，同比下降1.18%；单季度扣非净利润 6.12亿元，同比下降5.73%；负债率60.73%，投资收益1.32亿元，财务费用-8756.37万元，毛利率 17.18%。中材国际（600970）主营业务：工程技术服务,高端装备制造,生产运营服务,其他业务。 该股最近90天内共有9家机构给出评级，买入评级8家，增持评级1家；过去90天内机构目标均价为 13.86。 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额被定义为资金流出。当天两者的差额即是当天两种力量相抵之后 剩下的推动股价上升的净力。通过逐笔交易单成交金额计算主力资金流向、游资资金流向和散户资金流 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，中材国际环境工程（北京）有限公司取得一项名为"一种水泥窑协同处置危 险废液的系统"的专利，授权公告号CN115183239B，申请日期为2022年6月。 天眼查资料显示，中材国际环境工程（北京）有限公司，成立于2010年，位于北京市，是一家以从事公 共设施管理业为主的企业。企业注册资本35000万人民币。通过天眼查大数据分析，中材国际环境工程 （北京）有限公司共对外投资了8家企业，参与招投标项目82次，专利信息120条，此外企业还拥有行政 许可11个。 ...

Investment Rating - The report rates the industry as "Buy" [1] Core Insights - The cleanroom market is expanding due to increased investment in high-tech industries, benefiting companies like Yaxiang Integration, with related companies including Shenghui Integration and Bocheng Co., Ltd. [3][4] - The real estate market is showing signs of marginal improvement, with significant potential for transformation and development [5] Summary by Sections Cleanroom Industry - The growth in high-tech industry investments is driving the expansion of the cleanroom market, with Micron Technology planning to invest $24 billion in a NAND factory in Singapore over the next decade, which will include 700,000 square feet of cleanroom space [4] - The World Semiconductor Trade Statistics (WSTS) predicts a 26.3% increase in the global semiconductor market by 2026, reaching $975 billion, further supporting the cleanroom industry's growth [4] - Yaxiang Integration's parent company reported a consolidated revenue of NT$9.5 billion (approximately RMB 2.1 billion) in December, a year-on-year increase of 165.2% [4] Real Estate Market - The Central Economic Work Conference in December 2025 emphasized stabilizing the real estate market through targeted policies, including controlling inventory and encouraging the acquisition of existing properties for affordable housing [5] - An article published on January 2, 2026, highlighted the importance of managing expectations in the real estate market, which has significant financial asset attributes and broad social implications [5] Recommended Companies - The report recommends Yaxiang Integration for the cleanroom sector, with related companies including Bocheng Co., Ltd. and Shenghui Integration [7] - Other sectors recommended include commercial aerospace, controllable nuclear fusion, and renewable energy, with specific companies highlighted for each sector [7]

2026年2月2日 1月30日标的指数成份股涨跌幅TOP20 标普中国 A 股红利机会指数(CSPSADRP) | 序号 | 代码 | 简称 | 車日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 600916.SH | 中国黄金 | 8.74 | 80.12 | 2.59 | | 2 | 603558 SH | 健盛集团 | 4.01 | 6.23 | 4.91 | | 3 | 601598.SH | 中国外运 | 3.10 | -1.32 | 5.00 | | 4 | 603515.SH | 欧普照明 | 2.95 | 10.78 | 4.56 | | 5 | 002014.SZ | 永新股份 | 2.78 | 5.62 | 7.35 | | 6 | 000338.SZ | 潍柴动力 | 2.20 | 38.02 | 3.02 | | 7 | 605599 SH | 菜自股份 | 2.14 | 31.46 | 3.42 | | 8 | 002895.SZ | 川恒 ...

[Table_Title] 建筑行业跟踪报告 [Table_Page] 跟踪分析|建筑装饰 证券研究报告 估值底部叠加春季躁动，推荐"低估值&筹码优"大建央国企 [Table_Summary] 核心观点： | [分析师： Table_Author]耿鹏智 | | | --- | --- | | | SAC 执证号：S0260524010001 | | | 021-38003620 | | | gengpengzhi@gf.com.cn | | 分析师： | 尉凯旋 | | | SAC 执证号：S0260520070006 | | | 021-38003576 | | | yukaixuan@gf.com.cn | | 分析师： | 谢璐 | | | SAC 执证号：S0260514080004 | | | SFC CE No. BMB592 | | | 021-38003688 | | | xielu@gf.com.cn | 请注意，耿鹏智,尉凯旋并非香港证券及期货事务监察委员 会的注册持牌人，不可在香港从事受监管活动。 [Table_ 相关研究： DocReport] | 建筑行业周报:"十五五"国 | 2 ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 27, 2026 [1][5] - China Gold (600916.SH) leads with a daily increase of 9.96% and a year-to-date increase of 36.81%, with a dividend yield of 3.45% [1][5] - Aotewei (688516.SH) shows a remarkable year-to-date increase of 120.95%, with a daily increase of 9.81% and a dividend yield of 2.31% [1][5] Group 2 - The index's historical price-to-earnings ratio is reported at 4.76%, with an expected price-to-earnings ratio of 11.07 [2] - The dividend yield for the index over the past 12 months is noted as 1.34 times, indicating a strong return for investors [2] - The article mentions the formation of a MACD golden cross signal, suggesting positive momentum for the stocks listed [4][8]