1月22日，中国中铁盘中下跌2.01%，截至13:25，报5.37元/股，成交11.86亿元，换手率1.07%，总市值 1325.65亿元。 资金流向方面，主力资金净流出3.61亿元，特大单买入1.58亿元，占比13.30%，卖出4.19亿元，占比 35.37%；大单买入2.92亿元，占比24.66%，卖出3.91亿元，占比33.01%。 中国中铁今年以来股价跌0.74%，近5个交易日跌1.47%，近20日跌0.56%，近60日跌4.41%。 中国中铁所属申万行业为：建筑装饰-基础建设-基建市政工程。所属概念板块包括：万达私有化、中特 估、证金汇金、证金持股、大央企重组等。 截至9月30日，中国中铁股东户数48.69万，较上期增加5.38%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，中国中铁实现营业收入7738.14亿元，同比减少5.46%；归母净利润174.90亿元，同比减 少14.97%。 分红方面，中国中铁A股上市后累计派现471.91亿元。近三年，累计派现165.75亿元。 机构持仓方面，截止2025年9月30日，中国中铁十大流通股东中，中国证券金融股份有限公司位居第四 大流通股东 ...

Market Performance - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 0.29% to 26,487.51 points, the Hang Seng Tech Index down 1.16% to 5,683.44 points, and the National Enterprises Index decreasing by 0.43% to 9,094.76 points [1] - Major technology stocks generally declined, with Alibaba down 0.44%, Tencent down 1.48%, and Xiaomi down 2.74%, while JD.com saw a slight increase of 0.09% [1] - New consumption concept stocks performed well, with Pop Mart rising by 9% and Naixue's Tea increasing by over 4% [1] Corporate News - Codex-B (02487.HK) reported positive top-line results from a Phase III clinical trial for CU-20101, an injectable botulinum toxin type A for moderate to severe glabellar lines [2] - Saint Bella (02508.HK) entered a strategic cooperation framework agreement with Cloudwise Technology to explore the integration of AI and robotics in high-demand home care scenarios [2] Profit Forecasts - China Taiping (00966.HK) expects a net profit increase of approximately 215% to 225% in 2025, compared to 8.432 billion HKD in the previous year [3] - TCL Electronics (01070.HK) anticipates an adjusted net profit of approximately 2.33 billion to 2.57 billion HKD in 2025, representing a growth of 45% to 60% [3] - Jihong Co. (02603.HK) forecasts a net profit of approximately 273 million to 291 million RMB in 2025, a year-on-year increase of 50% to 60% [3] - Guolian Minsheng (01456.HK) expects a net profit of 2.008 billion RMB in 2025, a growth of around 406% [3] - China Railway (00390.HK) reported a new contract amount of 1,165.98 billion RMB in Q4 2025, with a cumulative new contract amount of 2,750.9 billion RMB, a year-on-year growth of 1.3% [3] Sales and Revenue - Shenzhen Holdings (00604.HK) anticipates a total contract sales amount of approximately 13.311 billion RMB in 2025, a decrease of 21.55% [4] - SF Holding (06936.HK) reported a total revenue of 27.339 billion RMB in December from its logistics, supply chain, and international businesses, reflecting a year-on-year growth of 3.41% [5] Institutional Insights - Dongwu Securities noted that the Hong Kong market is in a long-term upward trend but faces short-term challenges, with strong consensus on domestic fundamentals but mixed views on overseas factors [9] - Huaxia Fund emphasized the high sensitivity of the Hong Kong market to corporate earnings and macroeconomic data, suggesting that positive economic surprises could significantly boost market expectations [10] - Tianfeng Securities highlighted that the Hong Kong market has the foundation for a rebound due to valuation recovery and sentiment improvement, but upward momentum may be constrained by high overseas interest rates [10] - Huaxi Securities pointed out that the "AI+" logic is catalyzing valuation optimization in the Hong Kong market, with a focus on internet, technology, and emerging consumption sectors [10]

智通财经APP讯，中国中铁(00390)发布公告，该公司于2026年1月19日斥资17.62万元人民币回购6.37万 股A股，每股回购价格为2.766元人民币。 ...

格隆汇1月20日丨中国中铁(00390.HK)发布公告，2026年1月19日耗资人民币17.62万元回购6.37万股A 股，回购价格每股2.766元。 ...

中国中铁（601390）(00390)发布公告，该公司于2026年1月19日斥资17.62万元人民币回购6.37万股A 股，每股回购价格为2.766元人民币。 ...

翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國中鐵股份有限公司 呈交日期： 2026年1月20日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 | 否 | | | | 證券代號 (如上市) | | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | | 佔 ...

Group 1: Economic and Market Overview - The International Monetary Fund (IMF) President Kristalina Georgieva stated that it is too early to assess the economic impact of tensions surrounding Greenland, but these tensions could become a hindrance to economic growth [2] - U.S. stock futures showed a significant decline due to President Trump's threats regarding tariffs and the situation in Greenland, with Dow Jones futures down 0.83%, S&P 500 futures down 0.88%, and Nasdaq 100 futures down 1.09% [3] Group 2: Company News and Financial Projections - China Pacific Insurance (00966) expects a net profit increase of approximately 215% to 225% in 2025, compared to 8.432 billion HKD in the previous year [6] - TCL Electronics (01070) anticipates an adjusted net profit of approximately 2.33 billion to 2.57 billion HKD in 2025, representing a growth of about 45% to 60% [6] - Jihong Co., Ltd. (02603) projects a net profit of approximately 273 million to 291 million CNY in 2025, reflecting a year-on-year growth of 50% to 60% due to the recovery of the packaging business and significant growth in cross-border social e-commerce [6] - Guolian Minsheng (01456) expects a net profit attributable to shareholders of approximately 2.008 billion CNY in 2025, representing a year-on-year increase of around 406% [6] - China Railway (00390) reported a new contract amount of 1,165.98 billion CNY in Q4 2025, with a cumulative new contract amount of 2,750.9 billion CNY for the year, reflecting a year-on-year growth of 1.3% [7] - SF Holding (06936) reported a total revenue of 27.339 billion CNY from its express logistics, supply chain, and international business in December, marking a year-on-year growth of 3.41% [8]

一、主要经营情况 1.按业务类型统计 单位：亿元 币种：人民币 ■ A 股代码：601390 A 股简称：中国中铁 公告编号：临2026-008 H 股代码：00390 H 股简称：中国中铁 中国中铁股份有限公司 2025年第四季度主要经营数据公告 本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法律责任。 ■ 二、已签订尚未执行的重大项目进展情况 公司目前无已签订尚未执行的重大项目。 上述经营指标和数据为初步统计数据，由于存在各种不确定性，上述经营指标和数据与定期报告披露的 数据可能存在差异，仅供参考。 特此公告。 中国中铁股份有限公司董事会 2026年1月20日 注：特色地产的新签合同额是指公司房地产销售签约的合同额。 2.按地区分布统计 ■ 3.房地产开发经营情况 ...

中国中铁（601390）(00390)发布公告，于2025年第四季度新签合同额11659.8亿元，2025年累计新签合 同额27509.0亿元，同比增长1.3%。 ...

智通财经APP讯，中国中铁(00390)发布公告，于2025年第四季度新签合同额11659.8亿元，2025年累计 新签合同额27509.0亿元，同比增长1.3%。 ...