同壁财经小贴士： 华设集团（603018.SH）2024年营业收入为44.28亿元，营业收入增长率为-17.28%，归属母公司净利润 为3.83亿元，归属母公司净利润增长率为-45.17%，净资产收益率为7.54%。 2025年上半年公司营业收入为14.95亿元，营业收入增长率为-9.97%，归属母公司净利润为1.01亿元，归 属母公司净利润增长率为-34.36%。 同壁财经讯，企查查数据显示，根据《四川省斜江河大邑县防洪治理工程勘察设计中标结果公布》，华 设设计集团股份有限公司于2026年2月11日公告中标大邑县河湖保护和智慧水务中心采购项目，中标金 额为123.56万元。 相关上市公司：华设集团(603018.SH) 相关上市公司：华设集团(603018.SH) 同壁财经小贴士： 华设集团（603018.SH）2024年营业收入为44.28亿元，营业收入增长率为-17.28%，归属母公司净利润 为3.83亿元，归属母公司净利润增长率为-45.17%，净资产收益率为7.54%。 2025年上半年公司营业收入为14.95亿元，营业收入增长率为-9.97%，归属母公司净利润为1.01亿元，归 属母公司净利润增长 ...

此外，交通运输部安委会对该起事故向全国交通运输行业警示通报，要求各部门、各单位提高政治站 位，深刻汲取教训， 增强工程建设质量安全红线意识，深入开展风险隐患排查整治，加大超危大工程 监督管理力度，切实加强航道工程桥梁安全管理，严格重大危险源节假日期间提级管控，加强应急值 守，及时妥善应对各类突发事件，确保春运春节等重点时段交通运输安全生产形势稳定。 来源：交通运输部 2月2日17时46分许，江苏省连申线黄响河至淮河入海水道段航道整治工程月港大桥发生系杆拱梁塌落事 故，造成5人死亡。建设单位为江苏港航投资发展有限公司，施工单位为中铁十二局集团有限公司，设 计单位为华设设计集团股份有限公司，监理单位为江苏润通项目管理有限公司、江苏润华工程管理有限 公司。 督办要求地方交通运输主管部门依职责组织专家尽快查明有关原因，针对性抓好问题整改，依法依规对 责任单位和人员进行处罚，深刻汲取事故教训，深入开展风险隐患排查整治，有效压实参建各方安全责 任，坚决防范遏制群死群伤事故发生。 近日，根据《交通运输部安全生产警示约谈和挂牌督办办法》，交通运输部决定对江苏省连申线黄响河 至淮河入海水道段航道整治工程月港大桥系杆拱梁塌落事故 ...

Core Insights - The report highlights significant target price increases for several companies, with 百利天恒 leading at 375.97%, followed by 泽璟制药 at 88.56% and 长城汽车 at 83.66% [1][2]. Target Price Increases - 百利天恒 (CITIC Securities) has a target price increase of 375.97%, with a latest price of 1322.00 CNY [2]. - 泽璟制药 (Huatai Securities) shows a target price increase of 88.56%, with a latest price of 166.16 CNY [2]. - 长城汽车 (CITIC Securities) has a target price increase of 83.66%, with a latest price of 38.00 CNY [2]. - Other notable increases include 工业富联 (Huatai Securities) at 73.31% and 宁德时代 (Dongwu Securities) at 71.71% [2]. Broker Recommendations - A total of 265 companies received broker recommendations from January 26 to February 1, with 青岛银行 receiving the highest number at 8 recommendations [3]. - 先导智能 and 万辰集团 each received 5 recommendations [3]. Rating Adjustments - During the same period, 8 companies had their ratings upgraded, including 上海家化 (Guolian Minsheng Securities) from "Hold" to "Recommend" [4]. - 中兴通讯 (Dongguan Securities) was upgraded from "Cautious Recommend" to "Buy" [4]. - 特变电工 (Huatai Securities) was upgraded from "Hold" to "Buy" [4]. Rating Downgrades - Two companies had their ratings downgraded, including 金辰股份 (Zheshang Securities) from "Buy" to "Hold" [5]. - 华设集团 (Guotai Junan Securities) was downgraded from "Buy" to "Hold" [5]. First Coverage - A total of 75 instances of first coverage were reported, with 陕西旅游 receiving a "Outperform Industry" rating from China International Capital Corporation [6]. - 柏楚电子 was rated "Hold" by Guotai Junan Securities, and 博汇纸业 received a "Buy" rating from Guohai Securities [6].

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]

Core Viewpoint - The report highlights significant target price increases for several listed companies from January 26 to February 1, with notable mentions including Baili Tianheng, Zexing Pharmaceutical, and Great Wall Motors, indicating strong bullish sentiment in the market for these stocks [1][2]. Target Price Increases - Baili Tianheng (688506) has a target price increase of 375.97%, with a highest target price set at 1322.00 yuan [2]. - Zexing Pharmaceutical (688266) shows a target price increase of 88.56%, with a highest target price of 166.16 yuan [2]. - Great Wall Motors (601633) has a target price increase of 83.66%, with a highest target price of 38.00 yuan [2]. - Other companies with notable target price increases include Industrial Fulian (601138) at 73.31% and CATL (300750) at 71.71% [2][3]. Broker Recommendations - A total of 265 listed companies received broker recommendations during the period, with Qingdao Bank receiving the highest number of recommendations at 8 [3][4]. - Other companies with multiple recommendations include Xian Dao Intelligent and Wancheng Group, each receiving 5 recommendations [3][4]. Rating Adjustments - Eight companies had their ratings upgraded, including Shanghai Jahwa (600315) from "Hold" to "Buy" and ZTE Corporation (000063) from "Cautious Buy" to "Buy" [5][6]. - Two companies had their ratings downgraded, including Jincheng Shares (603396) from "Buy" to "Hold" and Huasheng Group (603018) from "Buy" to "Hold" [6]. First-Time Coverage - During the same period, 75 instances of first-time coverage were reported, with notable ratings including Shaanxi Tourism (603402) receiving a "Outperform Industry" rating and Bichu Electronics (688188) receiving a "Buy" rating [7].

智通财经APP获悉，国泰海通发布研报称，太空光伏领域获关注，"人工智能+"被写入国家规划，各地 政策密集出台。深城交(301091.SZ)、苏交科(300284.SZ)等公司围绕交通治理与低空场景，华设集团 (603018.SH)、设计总院(603357.SH)针对工程设计领域，均加速自研AI应用落地，推动行业效率提升与 智能化转型。 (1)深城交构建"多模式AI调控业务引擎"，支撑城市级交通智能治理转型和一体化服务升级，已在深圳 市实现交通融合规划评估、大型枢纽运力优化等领域试点。2025年12月公告拟增募资不超过18亿元，用 于交通大模型与生态应用、具身智能交通设备等方向。(2)苏交科自主研发"无人机自主运维与智能管控 一体化低空AI综合巡检平台"，构建"任务管理-航线规划-飞行监控-智能识别-数据归档"全流程智能闭环 系统，全面满足复杂场景下无人化巡检作业需求。2025年10月，苏交科与中移上研院、长智云签署合作 协议，推动构建"AI+通信+基建"的战略协同生态。 华设集团与设计总院围绕工程设计场景推进垂直AI应用研发 (1)华设集团子公司狄诺尼发布自主研发的AiRoad道路快速方案设计系统，可将方案设 ...

基本数据 [Table_BaseInfo] | 总股本/流通股本（百万股） | 683.8/683.8 | | --- | --- | | 总市值/流通市值（百万元） | 5211/5211 | | 一年内最高/最低（元） | 9.45/7.27 | | 30 日日均成交量/成交额（百万） | 8.34/63.72 | | 近 3 个月/6 个月涨跌幅（%） | -2.93/-10.14 | [Table_PicQuote] 相对市场表现 -22% -12% -1% 9% 20% 30% 01/25 03/25 05/25 07/25 09/25 11/25 01/26 华设集团 沪深300 [Table_Page] 公司深度研究|工程咨询服务Ⅱ 证券研究报告 | Table_Invest] [公司评级 | 增持 | | --- | --- | | 当前价格 | 7.73 元 | | 合理价值 | 10.30 元 | | 报告日期 | 2026-01-26 | | [分析师： Table_Author]耿鹏智 | | --- | | SAC 执证号：S0260524010001 | | 021-3800362 ...

Core Viewpoint - The engineering consulting services sector experienced a decline of 1.55% on January 26, with Huawi Design leading the drop. The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1]. Group 1: Market Performance - The engineering consulting services sector saw significant individual stock movements, with notable gainers including: - Laotuchuanxie (300492) at 86.09, up 10.39% with a trading volume of 84,300 shares and a transaction value of 737 million [1]. - Suzhou Planning (301505) at 27.56, up 4.04% with a trading volume of 132,300 shares and a transaction value of 381 million [1]. - Shenzhen Ruijie (300977) at 24.11, up 3.92% with a trading volume of 58,400 shares and a transaction value of 143 million [1]. - Conversely, Huawi Design (920427) led the decline at 16.15, down 28.22% with a trading volume of 218,100 shares and a transaction value of 388 million [2]. Group 2: Capital Flow - The engineering consulting services sector experienced a net outflow of 663 million from institutional investors, while retail investors saw a net inflow of 466 million [2]. - The capital flow for individual stocks showed varied trends, with Suzhou Planning (301505) having a net inflow of 25.8 million from institutional investors but a net outflow from retail investors [3]. - China Ruilin (603257) had a net inflow of 23.2 million from institutional investors, while retail investors experienced a net outflow of 27.8 million [3].

证券日报网讯1月23日，华设集团（603018）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东数量为28784户。 ...

证券代码：603018 证券简称：华设集团 公告编号：2026-005 转债代码：113674 转债简称：华设转债 华设设计集团股份有限公司 二、董事会会议审议情况 1、审议通过《关于聘任公司高级管理人员的议案》 会议同意聘任徐一岗、翟剑峰为公司执行副总经理； 会议同意聘任陈汝扬、李剑锋、曹亚丽、邓润飞、邱江、王涛、叶敬超为公司副总经理； 会议同意聘任叶敬超为公司财务负责人； 会议同意聘任邓润飞为公司总工程师。 表决结果：同意9票，反对0票，弃权0票。 第六届董事会第二次会议决议公告 本公司董事会及全体董事保证本公告内容不存在虚假记载、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个别及连带责任。 一、董事会会议召开情况 华设设计集团股份有限公司（以下简称"公司"）第六届董事会第二次会议于2026年1月22日在公司 AB507会议室（南京市秦淮区紫云大道9号）召开，会议由董事长杨卫东召集并主持。本次会议通知于 2026年1月16日以书面和邮件方式送达各位董事。本次会议应出席董事9名，实际出席9名。会议采用现 场与通讯表决方式进行。会议的召开符合《中华人民共和国公司法》及《华设设计集团股份有限 ...