证券日报网讯2月13日，金螳螂（002081）在互动平台回答投资者提问时表示，公司装修业务所涉及的 主要为钢、铝等基础金属材料，金、银等贵金属基本未涉及。同时，公司在项目投标与合同签订过程 中，已将原材料市场价格波动因素纳入报价机制予以统筹考量。当前相关材料的价格变化对公司整体利 润影响有限。 ...

2026年2月，金螳螂作为联合体牵头人，成功中标苏州融置房地产开发有限公司"DK20210188地块项目 装修及智能化工程"，中标金额2.42亿元，其中公司承接的装修工程部分暂估价约2.06亿元，占2024年经 审计营业收入的1.12%。公司表示该项目预计实施后对业务发展和经营业绩产生积极影响，但不会影响 业务独立性。 业务与技术发展 经济观察网金螳螂（002081）近期中标苏州一房地产项目装修及智能化工程，金额2.42亿元，并持续布 局半导体洁净室业务。 公司项目推进 公司在电子洁净室业务方面持续布局，持有相关资质并已落地多个项目，如南京集成电路产业服务中 心、杰华特微电子高性能电源芯片项目等。金螳螂在2025年12月的投资者回复中表示，未来将加大该领 域的研发与市场开拓力度，作为洁净科技板块的核心方向之一。 以上内容基于公开资料整理，不构成投资建议。 ...

Group 1 - Fangda Carbon plans to acquire 100% equity of Tianjin Tongda Huanyu Logistics Co., Ltd. for 319 million yuan [1] - Xiamen Tungsten intends to acquire 39% equity of Jiujiang Dadi Mining Development Co., Ltd. and has signed an intention agreement with a transferor [6] - Wenkai Co. has won a bid for a landscape project worth 50.8162 million yuan [7] Group 2 - Changchun High-tech's subsidiary Jin Sai Pharmaceutical received approval for a clinical trial application for GenSci136, a treatment for IgA nephropathy [3] - China National Pharmaceutical has received drug registration certificates for fumaric acid volnoral tablets, used for treating reflux esophagitis [12] - Zhenhua Group plans to issue convertible bonds not exceeding 1.2 billion yuan [26] Group 3 - CSG Holding's stock may undergo a control change due to share pledge judicial transfer [30] - Ningbo Yunsheng plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [19] - Keda Guochuang's controlling shareholder intends to transfer 5% of the company's shares through an agreement [28] Group 4 - A number of companies, including Finer Pharma, Yixing Guoyuan Investment, and others, have announced plans to reduce their shareholdings by various percentages [2][4][9][11][15][16][20][21][22][23][25][29] - Highweida plans to repurchase shares worth 30 to 35 million yuan [17] - ST Zhongzhu is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [24] Group 5 - A number of companies, including Jiekang Equipment and others, have faced legal issues or penalties [27][40] - Aclaris Therapeutics has clarified that reports regarding its robotic products entering mass production were misinterpreted [41]

Core Viewpoint - The company, Jin Tanglang (002081.SZ), has successfully won a bid for a project in Suzhou, indicating its strong position in the market and potential for revenue growth [1] Group 1: Project Details - The company is the lead entity in a consortium that includes Jiangsu Langjietong Intelligent Technology Co., Ltd. [1] - The project involves renovation and intelligent engineering for the "DK20210188 land project" developed by Suzhou Rongzhi Real Estate Development Co., Ltd. [1] - The total bid amount for the project is 242 million yuan [1]

Core Viewpoint - The company, Jintanglang (002081.SZ), has successfully won a bid for a project in collaboration with Jiangsu Langjietong Intelligent Technology Co., Ltd., indicating a strong position in the market for renovation and intelligent engineering projects [1] Group 1 - The company is the leading entity in a consortium that has secured a contract for the "DK20210188 land project renovation and intelligent engineering" for Suzhou Rongzhi Real Estate Development Co., Ltd. [1] - The total bid amount for the project is 242 million yuan [1]

Core Viewpoint - The company, Jin Tanglang (002081.SZ), has successfully won a bid for the "DK20210188 land project renovation and intelligent engineering" project, with a total bid amount of 242 million RMB, which is expected to positively impact its business development and operating performance [1] Group 1: Project Details - The project bid amount is 242 million RMB, with the company's estimated renovation project value at 206 million RMB [1] - The renovation project value represents 1.12% of the company's audited revenue for the fiscal year 2024 [1] Group 2: Business Impact - Successful implementation of the project is anticipated to have a positive effect on the company's business development and operating performance [1] - The execution of the project will not affect the company's business independence, and it will not create dependency on the owner [1]

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：002081 证券简称：金螳螂 公告编号：2026-004 苏州金螳螂建筑装饰股份有限公司 关于工程中标的自愿性披露公告 近日，苏州金螳螂建筑装饰股份有限公司（以下简称"公司"）作为联合体 牵头人，与联合体成员江苏朗捷通智能科技有限公司（以下简称"朗捷通"）成 功中标苏州融置房地产开发有限公司"DK20210188 地块项目装修及智能化工程" 项目。具体情况如下： 一、中标项目的基本情况 1、项目名称：DK20210188 地块项目装修及智能化工程 2、招标单位：苏州融置房地产开发有限公司 3、中标金额：24,191.27 万元，其中，公司承接的装修工程暂估价为人民币 20,587.5 万元。 二、项目中标对公司的影响 上述项目中标金额为 24,191.27 万元，其中，公司承接的装修工程暂估价为 人民币 20,587.5 万元，占公司 2024 年度经审计营业收入的 1.12%。上述项目能 够顺利实施，预计对公司业务发展及经营业绩产生较为积极的影响。上述项目的 履行不影响公司业务的独立性，公司不会因为 ...

Group 1 - The company, as the lead of a consortium, successfully won the bid for the "DK20210188 land project decoration and intelligent engineering" project from Suzhou Rongzhi Real Estate Development Co., Ltd. [1] - The total bid amount is 242 million yuan, with the company's estimated value for the decoration project being 206 million yuan. [1]

证券研究报告 | 行业周报 gszqdatemark 2026 02 08 年 月 日 建筑装饰 地产链预期改善，哪些公司值得重点关注？ 2026 开年来地产行业持续迎积极政策催化，促行业预期企稳。2026 年开年 以来，我国地产政策整体以"稳预期、降成本、强保障、促转型"为核心基 调，连续出台多维度协同的组合政策，核心政策包括：1）稳预期，《求是》 刊文肯定房地产在国民经济中举足轻重的地位，强调要改善和稳定房地产市 场预期。2）降成本，自今年初开始实施满 2 年住房对外销售免征增值税政 策，直接降低居民交易成本，激活改善型需求。3）融资与部分监管松绑，公 积金贷款利率下调（5 年以上首套降至 2.6%），商办首付比例降至 30%，降 低居民购房门槛；同时"三条红线"指标淡出，"白名单"项目贷款可展期 5 年，持续缓解房企资金压力。4）住房品质引导升级，住建部发布关于提升住 房品质的意见，提出八项重点任务，推动住房品质提升。5）存量去化优化， 专项债可收购存量商品房作保障房，本周上海部分区已启动收购二手房用于 保障房试点，同时国务院鼓励存量地产结合旅居项目用地，在去库存的同时 拓展消费新场景。 地产销售及价格 ...

- The report introduces a quantitative model framework for market trend analysis, focusing on five asset style stages: external growth, quality growth, quality dividend, value dividend, and bankruptcy value. The model evaluates assets based on their intrinsic attributes and prioritizes them using the sequence of g > ROE > D, analyzing whether there are "good assets" and whether they are "expensive" [5][8][9] - The model incorporates key factors such as expected growth (gf), actual growth (g), profitability (ROE), high dividend (D), and bankruptcy value (B/P). Each factor is associated with specific market phases, e.g., expected growth is relevant across all phases, while profitability is emphasized during maturity phases [9][12] - The quantitative model has demonstrated strong historical performance, achieving an annualized return of 27.67% since 2009. It has shown consistent excess returns in most years, particularly post-2017, with limited effectiveness in years like 2011, 2012, and 2016 [19][22] - The model's backtesting results for specific years include notable excess returns, such as 51% in 2009, 36% in 2013, and 62% in 2022. However, it also recorded underperformance in years like 2011 (-11%) and 2014 (-4%) [22] - The report details six specific strategies derived from the model, each focusing on different factors: - **Expected Growth Strategy**: Selects industries with the highest analyst-forecasted growth rates. Recent recommendations include sectors like automotive sales, lithium equipment, and tungsten [38][39] - **Actual Growth Strategy**: Focuses on industries with the highest unexpected growth (△g). Current recommendations include photovoltaic equipment, insurance, and coal chemical sectors [40][41] - **Profitability Strategy**: Targets high-ROE industries with low valuations under the PB-ROE framework. Recommended sectors include copper, liquor, and non-dairy beverages [43][44] - **Quality Dividend Strategy**: Utilizes a DP+ROE scoring system to identify industries. Current recommendations include forestry, lithium equipment, and fiberglass [46][47] - **Value Dividend Strategy**: Employs a DP+BP scoring system. Recommended sectors include security, daily chemicals, and buses [49][50] - **Bankruptcy Value Strategy**: Focuses on industries with the lowest PB+SIZE scores. Current recommendations include automotive sales, ceramics, and cotton textiles [53][54]