苏博特 20260210 摘要 苏博特受益于川藏铁路优秀供应商荣誉，有望参与更多高原项目，如雅 砻江水电、青藏铁路等，基建工程将支撑业绩增长，即使房地产市场不 佳。 市政工程招投标调整，更注重质量和性能，利好苏博特等技术领先企业。 城市更新项目集中在华东、华南地区，江苏省亦有大量投资。 2025 年苏博特房地产及其他民用业务与基建业务占比接近 5:5，民用端 需求收缩主要集中在下半年，但基建需求保持增长。 滇藏铁路外加剂总需求预计 4-5 亿元，墨脱水电站外加剂需求规模保守 估计 40-50 亿元，若考虑功能性材料，规模或达 70 亿元。 若房地产市场稳定，且基础化工原料价格保持低位（如环氧乙烷），苏 博特 2026 年收入增速有望从个位数提升至双位数。 苏博特与阿里云、东南大学合作构建混凝土大模型，用于土木工程领域， 提高预测和模拟效率，并应用于深地、深海、深空等极端环境研究。 苏博特海外业务增长迅速，2025 年三季度销售额同比增长 28%，利润 和回款优于国内，东南亚市场是重点，但对外投资审批收紧带来挑战。 Q&A 请简要介绍苏博特公司近期的主要经营情况，包括去年全年的表现和近期在基 建、市政、地产等领 ...

招商量化精选股票发起式A（001917）基金经理为王平。 截至发稿，王平累计任职时间15年237天，现任基金资产总规模214.46亿元，任职期间最佳基金回报 304.6%， 任职期间最差基金回报-70.61%。 从基金十大重仓股角度 2月9日，苏博特涨5.1%，截至发稿，报13.19元/股，成交1.47亿元，换手率2.70%，总市值56.23亿元。 资料显示，江苏苏博特新材料股份有限公司位于江苏省南京市江宁区淳化街道醴泉路118号，成立日期 2004年12月15日，上市日期2017年11月10日，公司主营业务涉及混凝土外加剂的研发、生产和销售。主 营业务收入构成为：高性能减水剂51.83%，功能性材料20.74%，技术服务20.21%，其他5.53%，高效减 水剂1.15%，其他(补充)0.55%。 从苏博特十大流通股东角度 数据显示，招商基金旗下1只基金位居苏博特十大流通股东。招商量化精选股票发起式A（001917）三 季度新进十大流通股东，持有股数271.22万股，占流通股的比例为0.65%。根据测算，今日浮盈赚取约 173.58万元。 招商量化精选股票发起式A（001917）成立日期2016年3月15日 ...

2月4日，苏博特跌5.16%，截至发稿，报12.31元/股，成交2.39亿元，换手率4.51%，总市值52.48亿元。 苏博特股价已经连续3天下跌，区间累计跌幅9.29%。 招商量化精选股票发起式A（001917）基金经理为王平。 截至发稿，王平累计任职时间15年232天，现任基金资产总规模214.46亿元，任职期间最佳基金回报 304.6%， 任职期间最差基金回报-70.61%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓苏博特。招商中证2000增强策略ETF（159552）四季度增持1.65 万股，持有股数49.09万股，占基金净值比例为0.86%，位居第九大重仓股。根据测算，今日浮亏损失约 32.89万元。连续3天下跌期间浮亏损失65.29万元。 招商中证2000增强策略ETF（159552）成立日期2024年6月19日，最新规模5.42亿。今年以来收益 8.24%，同类排名1394/5562；近一年收益61.33%，同类排名659/4285；成立以来收益119.29%。 资料显示，江苏苏博特新材料股份有限公司位于江苏省南京市江宁区淳化街道醴泉路118号，成立日期 2004年12月15日， ...

苏博特（603916.SH）2024年营业收入为35.55亿元，营业收入增长率为-0.75%，归属母公司净利润为 0.96亿元，归属母公司净利润增长率为-40.24%，净资产收益率为2.26%。 2025年上半年公司营业收入为16.73亿元，营业收入增长率为7.03%，归属母公司净利润为0.63亿元，归 属母公司净利润增长率为18.68%。 同壁财经讯，企查查数据显示，根据《G247线通渭至秦安段TJ4合同段项目与S03天水绕城高速公路北 绕城段项目聚羧酸减水剂母液采购询比采购公告》，江苏苏博特新材料股份有限公司于2026年2月2日公 告中标贵州科筑创品建筑技术有限公司采购项目，中标金额为263.72万元。 相关上市公司：苏博特(603916.SH) 同壁财经小贴士： 目前公司属于材料行业，主要产品类型为电子测试和测量仪器、高分子聚合物、合成纤维、化学试剂、 涂料与油漆，2024年报主营构成为高性能减水剂:52.3%;技术服务:21.44%;功能性材料:18.95%;其 他:5.36%;高效减水剂:1.39%;其他业务:0.55%。 同壁财经讯，企查查数据显示，根据《G247线通渭至秦安段TJ4合同段项目与S ...

从资金流向上来看，当日化学制品板块主力资金净流出18.5亿元，游资资金净流出1.5亿元，散户资金净 流入19.99亿元。化学制品板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600352 | 浙江龙盛 | 1.92 Z | 19.60% | -5071.21万 | -5.17% | -1.41 Z | -14.43% | | 002054 | 德美化工 | 1.73 Z | 18.28% | -5266.21万 | -5.58% | -1.20 Z | -12.71% | | 603916 | 赤博特 | 1.58亿 | 21.05% | -7851.56万 | -10.45% | -7970.91万 | -10.61% | | 603120 | 肯特催化 | 5790.08万 | 22.69% | -1948.91万 | -7.64% | -3841.18万 | -15.05% | ...

责任编辑：小浪快报 2026年1月27日，苏博特（sh603916）触及涨停，涨停价13.67元，涨幅9.98%，总市值58.27亿元，流通 市值57.46亿元，截止发稿，总成交额7.06亿元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 根据喜娜AI异动分析，苏博特涨停原因可能如下，募投项目完成+公司治理优化+业绩增长： 1、公司公 告显示三个主要产业化募投项目均已完成建设，体现出较强的项目执行能力。同时公司取消监事会改设 审计委员会，修订多项管理制度，持续优化公司治理结构，提升了治理规范性，这些积极因素为股价上 涨提供了支撑。 2、公司2025年三季度净利润同比增长21.94%，扣非净利润增长13.10%，经营业绩稳定 增长。并且将部分募投 ...

Group 1 - Zhejiang Wenchuang Internet focuses on digital marketing and cultural technology, integrating AI into smart marketing and digital content creation, enhancing brand marketing digital transformation across various industries [1][17] - Saiwu Technology collaborates with Suzhou University to establish the AI4S laboratory, creating a closed loop of "AI screening - process optimization - mass production," significantly increasing revenue in related businesses [1][18] - Huashi Technology strategically invests in Yuchuang Robotics, applying AI in various scenarios such as airport monitoring and risk warning, providing intelligent solutions for smart cities [1][19] Group 2 - Yidian Tianxia leverages AI for global smart marketing, developing a full-chain solution that includes multi-language digital content generation and intelligent ad optimization [2][18] - Tongda Hai builds a comprehensive legal knowledge graph using vast legal data, enhancing judicial efficiency through its self-developed AI platform [2][19] - Sanwei Communication's subsidiary, Juwang Technology, utilizes AI for advertising material generation and optimization, significantly improving marketing efficiency [2][19] Group 3 - BlueFocus is a leader in AI marketing, applying AI across the entire marketing chain, including creative generation and effect analysis, to drive digital transformation in the marketing industry [3][19] - Huashu Media actively promotes AI integration in broadcasting, enhancing user experience through smart content recommendations and network optimization [3][20] - Subot constructs a cross-disciplinary platform for material and intelligent mechanics, driving high-end material development and optimizing production processes [3][20] Group 4 - Shiji Tianhong integrates AI into education, enhancing digital transformation in educational support services through intelligent systems [4][20] - Hongbo Pharmaceutical's AI drug design platform focuses on cyclic peptide drug development, significantly improving drug design efficiency and accuracy [5][21] - Tianlong Group's self-developed platform empowers digital marketing across various industries, enhancing customer acquisition and conversion rates [5][21] Group 5 - Yanshan Technology integrates AI into internet services and supply chain management, optimizing marketing and operational efficiency [6][22] - ChaoTu Software merges AI with GIS, enabling intelligent spatial data processing and analysis for smart city applications [6][22] - Heren Technology focuses on smart healthcare, developing AI systems to assist medical personnel and improve operational efficiency [6][23] Group 6 - Youzu Network applies AI throughout game development and operation, enhancing player engagement and experience [6][23] - Jinka Intelligent integrates AI into gas metering, improving management efficiency and safety in gas supply [7][24] - Liard incorporates AI into display technology, optimizing visual experiences and expanding applications in smart displays [7][24] Group 7 - Guanshang Technology focuses on military equipment lifecycle management using AI for fault diagnosis and training simulation [7][25] - Zhidema applies AI in consumer decision-making and e-commerce marketing, enhancing product recommendations and marketing strategies [7][25] - Runda Medical enhances laboratory testing processes with AI, improving detection accuracy and efficiency [7][25] Group 8 - Tiandi Online specializes in digital marketing, utilizing AI for user profiling and intelligent ad targeting [8][26] - Qianfang Technology focuses on smart transportation, developing AI systems for traffic management and vehicle recognition [8][26] - Jiaxun Feihong integrates AI into communication and rail transit, enhancing operational efficiency and safety [8][26] Group 9 - Jiadu Technology applies AI in smart city and rail transit, enhancing safety monitoring and automation [8][27] - Jiuzhoutong empowers pharmaceutical supply chains with AI for demand forecasting and inventory management [8][27] - Weining Health focuses on comprehensive smart healthcare solutions, enhancing operational efficiency and cost control [8][27] Group 10 - Dianke Digital strengthens IT service capabilities with AI, focusing on data center operations and security [8][28] - Guangting Information specializes in intelligent connected vehicles, developing AI systems for driving assistance and data governance [8][28] - Rongxin Culture integrates AI into children's publishing, enhancing reading experiences and content creation [8][29] Group 11 - Zhaochi Co. introduces AI in consumer electronics and lighting, optimizing product performance and supply chain management [8][29] - Jinxiandai focuses on industrial software, enhancing digital transformation through AI-assisted development and operations [8][30] - Huatu Shanding integrates AI into architectural design, improving efficiency and precision in building projects [8][30] Group 12 - Lakala enhances payment services with AI, improving transaction security and merchant support [8][30] - Yingjianke focuses on building design software, utilizing AI for structural optimization and efficiency [8][30] - Borui Communication empowers media and digital culture with AI, enhancing content delivery and user engagement [8][31] Group 13 - Haoyun Technology enhances security IoT with AI, providing risk assessment and decision support [8][31] - Shenguang Group leverages AI for digital marketing, optimizing user targeting and ad performance [8][31] - Oriental Pearl actively promotes AI in broadcasting, enhancing content production and user experience [8][31] Group 14 - Zhizhen Technology focuses on IT operations in communication and government sectors, utilizing AI for efficient management [8][32]

证券日报网讯 1月23日，苏博特在互动平台回答投资者提问时表示，公司下游客户包含了央国企在内的 大型基建类企业，并与相关单位建立了战略合作关系，该类客户规模大，实力强，有较高的资信度，公 司应收账款在行业内处于较好的水平。同时公司高度重视应收账款的风险管控工作，采取系统化与动态 监控相结合的方式，从事前、事中、事后多环节做好应收账款的管理。近年来，公司基本完成了全国范 围的布局，通过覆盖主要业务地区的供应基地，在提升客户响应速度的同时，降低物流等相关成本，提 升经营效率与利润水平。截至2025年三季度末，归属上市公司净利润实现了同比增长19.7%。公司将继 续加强精细化管理，提升经营效益，为全体股东争取更好的回报。 （文章来源：证券日报） ...

Market Overview - The Shanghai Composite Index fell by 0.01% to close at 4113.65 points, with a daily high of 4128.93 points [1] - The Shenzhen Component Index decreased by 0.97% to 14155.63 points, reaching a high of 14337.12 points [1] - The ChiNext Index dropped by 1.79% to 3277.98 points, with a peak of 3347.94 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 27003.83 billion yuan, with a financing balance of 26830.44 billion yuan and a securities lending balance of 173.39 billion yuan [2] - The margin trading and securities lending balance decreased by 136.8 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 13644.95 billion yuan, down by 76.94 billion yuan from the previous day, while the Shenzhen market's balance was 13358.87 billion yuan, a decrease of 59.87 billion yuan [2] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - TBEA Co., Ltd. (特变电工) with 29.12 billion yuan [3] - Zhongji Xuchuang (中际旭创) with 23.59 billion yuan [3] - Xinyisheng (新易盛) with 20.75 billion yuan [3] Fund Issuance - Two new funds were issued yesterday: Wanjiayuanli Bond C (万家元利债券C) and Wanjiayuanli Bond A (万家元利债券A) [4][5] Top Net Buying on Dragon and Tiger List - The top ten net buying amounts on the Dragon and Tiger list were: - Hunan Silver (湖南白银) with 12554.74 million yuan [6] - Jiayun Technology (佳云科技) with 12306.17 million yuan [6] - Jiangtian Chemical (江天化学) with 12254.26 million yuan [6]

Group 1 - The company Jiangsu Subote New Materials Co., Ltd. won a procurement project from China Nuclear Industry Construction Corporation with a bid amount of 1.7464 million yuan [1][2] - In 2024, the company's operating revenue was 3.555 billion yuan, with a revenue growth rate of -0.75%, and a net profit attributable to the parent company of 96 million yuan, reflecting a net profit growth rate of -40.24% [2][3] - In the first half of 2025, the company's operating revenue reached 1.673 billion yuan, showing a revenue growth rate of 7.03%, with a net profit attributable to the parent company of 63 million yuan, indicating a net profit growth rate of 18.68% [3] Group 2 - The company operates in the materials industry, with main product types including electronic testing and measurement instruments, polymer materials, synthetic fibers, chemical reagents, and paints and coatings [2][3] - The main composition of the company's 2024 report includes high-performance water-reducing agents (52.3%), technical services (21.44%), functional materials (18.95%), and others (5.36%) [3]