工信部等五部门于2026年2月10日发布《关于加强信息通信业能力建设支撑低空基础设施发展的实施意 见》，提出加强低空装备与信息通信融合创新，目标到2027年实现低空公共航路地面移动通信网络覆盖 率不低于90%，并推动低空智能网联系统建设。该政策聚焦低空经济基础设施发展，可能对涉及交通、 城乡基础设施工程的勘察设计企业带来长期业务机会。 经济观察网 设计总院（603357）（603357）在近7天股价呈现震荡走势。截至2月10日收盘，股价报8.35 元，单日下跌0.48%，成交额3552.67万元，主力资金净流出376.65万元，占总成交额10.6%。近5日股价 累计下跌0.95%，区间振幅1.19%，最高价为8.44元（2月5日），最低价为8.34元（2月6日）。技术面显 示，当前股价处于20日布林线压力位8.46元与支撑位8.22元之间，MACD指标略偏弱，但KDJ指标处于 中性区间。 近期事件 以上内容基于公开资料整理，不构成投资建议。 ...

大力推动可再生能源高质量发展 筑牢能源强国建设根基 水电水利规划设计总院党委常委、总经理 易跃春 在全球能源格局深刻变革与我国现代化建设进入关键时期的时代背景下，党的二十届四中全会作出建设 能源强国的战略擘画，将能源强国建设纳入社会主义现代化强国建设总体布局。可再生能源的发展关乎 能源强国建设的成色与根基，必须将其摆在实现"双碳"目标全局和建设新型能源体系的核心位置予以谋 划和推进。 可再生能源是能源强国建设的绿色转型基石。可再生能源替代传统高碳化石能源是实现"双碳"目标的战 略选择，是构建清洁低碳、安全高效新型能源体系，实现2035年30%以上非化石能源消费占比目标的主 要路径。同时，随着可再生能源在能源消费中的最低比重目标写入能源法，将加快引领绿色生产生活方 式形成，进一步促进可再生能源高比例发展，为能源强国建设厚植绿色底色。 可再生能源是能源强国建设的重要创新引擎。当前，我国在可再生能源核心装备国产化方面已取得突破 性成就，但在芯片、工业软件、长时储能等关键领域仍面临挑战。可再生能源是培育能源领域新质生产 力的关键载体，其产业发展与技术创新深度绑定，将以产业高质量需求为导向，深化与人工智能、信息 技术等 ...

证券之星消息，2月3日工程咨询服务板块较上一交易日上涨1.91%，深圳瑞捷领涨。当日上证指数报收 于4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。工程咨询服务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) | | | --- | --- | --- | --- | --- | --- | --- | | 300977 | 深圳瑞捷 | 25.20 | 6.92% | 3.99万 | 9739.13万 | | | 300989 | | 16.47 | 3.98% | 6.09万 | 9906.49万 | | | 300492 | 华图山鼎 | 81.60 | 3.80% | 3.08万 | | 2.49亿 | | 300778 | 新城市 | 14.24 | 3.64% | 7.43万 | | 1.05亿 | | 301136 | 招标股份 | 17.72 | 3.63% | 8.12万 | | 1.43亿 | | 920892 | 广咨国际 | 18.19 | 3.59% | 4.10万 | 7501.99万 | | | 3 ...

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]

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 ...

Group 1 - The core viewpoint of the news is that Anhui Provincial Transportation Planning and Design Institute Co., Ltd. has experienced a decline in revenue and net profit for the period from January to September 2025, with a year-on-year decrease of 18.77% in revenue and 23.13% in net profit [2] - As of January 16, 2025, the company's financing balance is 117 million yuan, accounting for 2.56% of its market capitalization, indicating a relatively high level compared to the past year [1] - The company has a diverse revenue structure, with the main business segment contributing 71.58% to the total revenue, while other segments such as consulting and testing services contribute smaller percentages [2] Group 2 - The company has distributed a total of 1.29 billion yuan in dividends since its A-share listing, with 640 million yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders has decreased by 6.04% to 29,300, while the average circulating shares per person have increased by 6.43% to 18,952 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 3.4954 million shares, which is a decrease of 326,500 shares compared to the previous period [3]

Group 1 - Anhui Provincial Transportation Planning and Design Institute Co., Ltd. won a bid for the S105 Rapid Reconstruction Project (Feidong Section) with a contract amount of 28.7 million yuan [1][2] - The company reported a revenue of 3.532 billion yuan for 2024, with a revenue growth rate of 4.25% [2] - The net profit attributable to the parent company for 2024 was 513 million yuan, with a net profit growth rate of 5.08% [2] Group 2 - In the first half of 2025, the company's revenue was 1.314 billion yuan, showing a revenue decline of 15.99% [2] - The net profit attributable to the parent company for the first half of 2025 was 177 million yuan, with a net profit decline of 24.23% [2] - The company operates in the industrial sector, with its main business composition for 2024 being: surveying and design (57.94%), design and construction general contracting (36.98%), engineering management (4.74%), and other businesses (0.34%) [2]

Group 1 - The total margin financing and securities lending balance in the Shanghai and Shenzhen markets reached 25,437.21 billion yuan, an increase of 8.37 billion yuan compared to the previous trading day [1] - The financing balance specifically was 25,268.3 billion yuan, which is an increase of 8.347 billion yuan from the previous trading day [1] - The Shanghai market's margin balance was 12,852.63 billion yuan, up by 2.886 billion yuan, while the Shenzhen market's balance was 12,584.58 billion yuan, increasing by 5.484 billion yuan [1] Group 2 - A total of 1,718 stocks in the two markets experienced net buying of margin funds, with 63 stocks having net buying amounts exceeding 10% of their total transaction amounts [3] - The top three stocks with the highest net buying ratios were Zhongju Gaoxin, Hanbang Technology, and Design Institute, with ratios of 35.2%, 32.72%, and 19.92% respectively [3] Group 3 - There were 53 stocks with net buying amounts exceeding 100 million yuan, with Zijin Mining, China Aluminum, and Huadian Co. leading the list with net buying amounts of 658 million yuan, 460 million yuan, and 403 million yuan respectively [7] - The net buying amounts for Zijin Mining, China Aluminum, and Huadian Co. represented 0.1%, 0.3%, and 0.27% of their circulating market values [9]

Investment Rating - The report rates the industry as "Overweight" [7] Core Insights - The potential for investment growth in new infrastructure remains significant, with a focus on expanding effective investment space and enhancing private investment vitality [2][3] - Central enterprises are encouraged to identify new growth areas, particularly in renewable energy, aerospace, and low-altitude economy sectors [4] - The government is increasing support for capital in key infrastructure projects, including railways and smart construction initiatives [5] Summary by Relevant Sections Recent Key Reports - The report highlights the importance of strategically expanding investment in new infrastructure and emphasizes the need for a coordinated approach to urbanization and rural revitalization [3][4] Key Company Recommendations - Recommended companies include China Railway, China Communications Construction, and China State Construction, all of which are expected to benefit from high dividend yields and stable growth [8][11] - Specific sectors such as clean rooms, commercial aerospace, and controlled nuclear fusion are highlighted for their growth potential, with recommended stocks including Yaxiang Integration and Shanghai Port [6][10] Macro/Meso/Micro Data - The report indicates a projected increase in broad infrastructure funding by 7.3% in 2025, driven by enhanced fiscal policies and the issuance of special bonds [31][32] - It also notes that the construction industry is experiencing a decline in net profit margins, with a 10% year-on-year decrease in net profit reported [14][15]

证券代码：603357 证券简称：设计总院 公告编号：2025-054 债券代码：243616.SH 债券简称：皖交设 K1 安徽省交通规划设计研究总院股份有限公司 关于完成法定代表人变更登记暨换发营业执照的公告 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个别及连带责任。 一、法定代表人变更审议及披露情况 安徽省交通规划设计研究总院股份有限公司（以下简称 "设计总院"或"公司"）于 2025 年 12 月 12 日召开第四届董事 会第二十六次会议，审议通过了《关于选举董事长暨变更公 司法定代表人的议案》，同意选举公司董事、总经理（总裁）、 党委书记沈国栋先生为公司董事长，并担任公司法定代表人， 任期自董事会会议通过之日起至本届董事会届满。详见公司 于 2025 年 12 月 13 日披露的《设计总院关于 2025 年董事长、 高级管理人员离任暨选举董事长、聘任高级管理人员的公告》 （公告编号：2025-050）、《设计总院第四届董事会第二十六 次会议决议公告》（公告编号：2025-051）。 一般项目：地理遥感信息服务；地质勘查技术服 ...