来源：新浪证券-红岸工作室 2月12日，启迪设计跌1.54%，成交额3362.83万元，换手率1.56%，总市值22.25亿元。 异动分析 装配式建筑+房屋检测+新型城镇化+建筑节能+雄安新区 1、2022年3月1日互动易：公司一直关注装配式建筑技术的发展，2019年公司成立工业化建筑设计研发 中心，近年来已完成装配式建筑项目30余项，装配式领域已获得发明专利7项、实用新型专利12项，主 编和参编各级规范标准7项。 2、根据2022年年报，控股子公司中正检测在极其严峻的市场形势下合同额仍然有较大增幅，检测监测 业务再上新台阶。报告期内，中正检测中标苏州轨道交通 7号线、8号线机电系统工程材料检测项目， 承接了苏州演艺中心剧场改造项目结构安全和抗震鉴定等一批重要项目的检测监测鉴定工作。中正检测 成功入选苏州市住建局房屋安全隐患排查名录及泰州市住建局房屋安全鉴定检测名录，标志着中正检测 将在未来应对大规模城市既有建筑安全筛查行动中发挥重要作用，为公司开展城市更新与城市体验业务 奠定了良好基础。 3、启迪设计集团股份有限公司的主营业务是设计咨询、建筑工程、新能源及节能工程。公司的主要产 品是全过程设计及咨询、城市更 ...

Group 1 - The core point of the article is that Tsinghua Design has disclosed the total number of its shareholders as of January 30, 2026, which stands at 14,694 households [2]

Core Viewpoint - Tsinghua Design (启迪设计) has been involved in litigation and arbitration totaling approximately 119 million yuan, which accounts for 10.92% of the company's latest audited net assets [1] Group 1: Legal Matters - The total amount involved in litigation and arbitration over the past twelve months is approximately 119 million yuan, with 89.41 million yuan as the plaintiff and 30.01 million yuan as the defendant [1] - The company has disclosed ongoing litigation and arbitration cases, with a notable case involving an engineering construction contract dispute amounting to 8.95 million yuan that has been executed, while two other cases are currently in the appeal stage [2] - There are no significant litigation or arbitration matters where the amount exceeds 10% of the company's latest audited net assets or 10 million yuan [3] Group 2: Financial Performance - For the first three quarters of 2025, the company reported revenue of 682 million yuan, a year-on-year decrease of 29.4% [4] - The company turned around from a net loss of 17.12 million yuan in the same period last year to a net profit of 43.6 million yuan [4] - The net profit excluding non-recurring items was 69.08 million yuan, compared to a loss of 28.66 million yuan in the previous year [4] - The net cash flow from operating activities was 13.22 million yuan, a decline of 36.2% year-on-year [4] - As of the end of Q3 2025, total assets were 2.659 billion yuan, down 12.6% from the end of the previous year, while net assets increased by 1.1% to 1.116 billion yuan [4]

证券代码：300500 证券简称：启迪设计 公告编号：2026-003 启迪设计集团股份有限公司 关于累计诉讼、仲裁情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 启迪设计集团股份有限公司(以下简称"公司")根据《深圳证券交易所创业 板股票上市规则》有关规定，对公司及控股子公司连续十二个月累计涉及诉讼、 仲裁事项进行了统计，具体内容详见公司于 2025 年 4 月 2 日在巨潮资讯网披露 的《关于累计诉讼、仲裁情况的公告》（公告编号：2025-006），近日对公司及 控股子公司自上次披露累计诉讼、仲裁情况之日（即 2025 年 4 月 2 日)至今发生 的诉讼、仲裁事项进行了统计，现将有关统计情况公告如下： 一、累计诉讼、仲裁的基本情况 根据《深圳证券交易所创业板股票上市规则》有关规定，公司发生的重大诉 讼、仲裁事项采取连续十二个月累计计算的原则，自上次披露累计诉讼、仲裁情 况之日（即 2025 年 4 月 2 日)至今发生的诉讼、仲裁事项涉案金额已达到披露标 准，合计约为人民币 11,941.97 万，占公司最近一期经审计净资产绝对值的 10.9 ...

Key Insights on Infrastructure Investment Opportunities - A seasonal infrastructure construction boom occurs from the end of the Spring Festival to the conclusion of the National People's Congress, lasting approximately 1-1.5 months, presenting significant investment opportunities[2] - The report identifies 10 strong sub-sectors with high odds and win rates, including engineering consulting services, environmental equipment, environmental governance, general equipment, specialized engineering, non-metallic materials, new metallic materials, specialized equipment, decoration, and plastics, with average returns of 12-15% and excess returns of 4-8% over the past decade[2][10] Selected Stocks from Strong Sub-sectors - The report highlights a portfolio of 18 stocks selected from the 10 strong sub-sectors based on a scoring model, which includes: - Engineering consulting: Qidi Design (average excess return 22.7%, win rate 100%) and Jian Ke Yuan (average excess return 16.4%, win rate 100%)[3][19] - Environmental equipment: Xianhe Environmental (average excess return 11.7%, win rate 90%) and Senyuan Co. (average excess return 12.2%, win rate 80%)[3][20] - Environmental governance: Shanghai Washba (average excess return 36.0%, win rate 100%) and Dechuang Environmental (average excess return 19.1%, win rate 89%)[3][23] - General equipment: Jialitu (average excess return 35.3%, win rate 100%) and Jinyang Sun (average excess return 28.8%, win rate 100%)[3][26] Performance and Risk Considerations - The selected 10 strong sub-sectors have consistently shown high absolute and excess return probabilities, with a stable performance track record over the past decade[10][13] - Risks include limitations of comparative studies, market learning effects leading to volatility, unexpected market downturns, and individual stock risks impacting the overall portfolio[4]

Core Viewpoint - The company, Qidi Design, is showing a significant improvement in its financial performance for the year 2025, with a reduction in net losses by up to 40% and a more than 70% narrowing of the net profit attributable to the parent company, indicating a clear trend of recovery in profitability [1] Group 1: Financial Performance - The company reported a substantial reduction in losses, with net profit decreasing by up to 40% year-on-year and a more than 70% reduction in net profit after deducting non-recurring gains and losses [1] - The improvement in core operational indicators demonstrates the company's strong operational resilience during the industry adjustment period, laying a solid foundation for future profitability [1] Group 2: Strategic Initiatives - In response to industry fluctuations and external pressures, the company has actively optimized its operational strategy for 2025, focusing on core business areas, controlling operational risks, and enhancing quality and efficiency [1] - The company has improved its operational quality by eliminating historical goodwill impairment and implementing refined management practices to control costs and optimize resource allocation [1] Group 3: New Business Developments - The company has made significant breakthroughs in new productivity-related fields, particularly in urban renewal, AI new infrastructure, and intelligent emerging industries, which inject new momentum into its performance recovery [1] - In the urban renewal sector, the company has won 10 awards at the "2025 Asian Urban Renewal Awards," showcasing its achievements in various projects, including the Suzhou Sports Center renovation [2] - In the AI new infrastructure domain, the company secured a contract for the "Henan Airport Intelligent Computing Center" project, with a total signed construction price of 860 million yuan, indicating its strong position in this emerging market [2] - The company is also involved in the "China-Singapore Embodied Intelligence Industrial Park," highlighting its role in the intelligent emerging industries sector [3] Group 4: Market Outlook - Analysts believe that the company's significant reduction in losses for 2025 is driven by a dual approach of enhancing quality and efficiency alongside breakthroughs in new business areas [3] - The construction design industry is still in an adjustment cycle, but there is clear policy support and sustained demand for new productivity-related sectors such as urban renewal and AI new infrastructure [3] - The company's prior strategic positioning and project reserves are expected to gradually materialize, becoming a core support for future profitability [3]

二、交易进展情况 近日，启迪数科已办理完成了减资相关工商变更登记手续，注册资本从 1,388.888889万元变更为1,138.888889万元，公司已不再持有启迪数科股权。 特此公告。 启迪设计集团股份有限公司董事会 2026 年 1 月 30 日 证券代码：300500 证券简称：启迪设计 公告编号：2026-002 启迪设计集团股份有限公司 关于对参股公司减资暨关联交易的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、关联交易概述 启迪设计集团股份有限公司（以下简称"公司"）于 2025 年 12 月 9 日召开 第五届董事会第十二次会议，审议通过了《关于对参股公司减资暨关联交易的议 案》，同意启迪数字科技（深圳）有限公司（以下简称"启迪数科"）以 1,097.6454 万元交易对价通过定向减资方式回购公司持有的启迪数科 18%的股权，对应减少 已实缴的注册资本 250 万元。交易完成后，公司将不再持有启迪数科股权。具体 内容详见公司于 2025 年 12 月 9 日在巨潮资讯网（http://www.cninfo.com.cn）披 露的相 ...

证券代码：300500 证券简称：启迪设计 公告编号：2026-001 启迪设计集团股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 | 目 | 本报告期 | 上年同期 | | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 | ～ | -9,700 | -6,000 | -9,944.21 | 的净利润 | | 扣除非经常性损益后 | ～ | -6,800 | -3,400 | -11,939.55 | 的净利润 | 三、业绩变动原因说明 1、报告期内，受市场供需变化等外部客观因素影响，公司获取项目难度加大，营业 收入有所下降。 2、公司应收款项回收周期延长、账龄增长，公司按照会计准则计提的信用减值损失 有所增加。 证券代码：300500 证券简称：启迪设计 公告编号：2026 ...

Group 1 - The core point of the article is that Qidi Design (300500) reported its total number of shareholders as 15,289 as of January 20, 2026 [1]

Group 1 - The core point of the article is that Qidi Design (300500) has disclosed that as of December 31, 2025, the total number of shareholders will be 15,064 [1]