国泰基金表示，展望下半年，随专项债逐步落实到项目，《中央城市工作会议》部署方向的相关政策逐 渐落地，预计增量的财政政策支持、融资端的改善对投资端和实物量的效果将逐渐显现；同时扩内需预 期增强，基建投资和重点区域建设有望政策加码。 财通证券（601108）发布研报称，当前国家在韧性城市、城中村改造等方面的投资有望加大力度，同时 战略布局下中西部区域投资较为景气，结合保险资金长周期考核制度加强，基本面稳健的建筑高股息标 的配置价值继续凸显，该行认为一方面应重视低估值高股息央国企;另一方面建议关注受益新疆煤化工 项目落地标的;具备核心竞争力企业也有望从周期底部中脱颖而出。 天风证券（601162）认为，继续强调基建改善+破净价值提升的投资主线，以及此前证监会对破净股松 绑，叠加化债资金对于建筑企业报表改善，持续看好建筑企业中长期的基本面及估值回归。 8月6日，交通运输部、财政部、自然资源部印发《新一轮农村公路提升行动方案》，到2027年，全国完 成新改建农村公路30万公里，便捷高效、普惠公平的农村公路网络基本建成；实施修复性养护工程30万 公里，技术状况优良路率保持在70%以上，实施安全生命防护工程15万公里，改造 ...

Core Insights - The Shanghai real estate market saw a total of 4,711 new homes sold in June 2025, representing a month-on-month decrease of 0.98% compared to May [1] - In June, the Fengxian district recorded 100 new home registrations, with a total transaction area of 11,370 square meters and a transaction value of approximately 476.77 million yuan [1] Sales Performance - The top-selling properties in June included: - Xiangyu Jiangwan Yufu in Jinhui with 19 registrations, ranking first - China Railway Construction Xiyu in Xidu with 16 registrations, ranking second [5] - The detailed sales data for June includes: - Xiangyu Jiangwan Yufu: 19 units, 1,654 square meters, 59.78 million yuan - China Railway Construction Xiyu: 16 units, 1,648 square meters, 67.48 million yuan - Zhongjian Yujingyuan: 12 units, 1,459 square meters, 78.00 million yuan - Other notable properties include Shangjiangnan Jinghuimingting, Zhongjian Haiyuefu, and others with varying sales figures [6][7]

Group 1 - The company, China Railway (601390), is deeply involved in the research of high-speed maglev train projects, specifically in areas such as dedicated traction power supply equipment, high-speed turnouts, test line engineering, and system integration verification [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问中铁有没有深度参与高速磁浮列车项目？ 中国中铁（601390.SH）8月5日在投资者互动平台表示，公司在专用牵引供电设备、高速道岔、试验线 工程及系统集成验证等环节深度参与高速磁浮列车项目研究。 ...

Core Viewpoint - China Railway (601390.SH) is deeply involved in the research of high-speed maglev train projects, focusing on specialized traction power supply equipment, high-speed turnouts, test line engineering, and system integration verification [1] Group 1 - The company is participating in the research of high-speed maglev train projects [1] - Key areas of involvement include specialized traction power supply equipment and high-speed turnouts [1] - The company is also engaged in test line engineering and system integration verification [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國中鐵股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00390 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 4,207,390,000 | RMB | | 1 RMB | | 4,207,390,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 4,207,390,000 | RMB | | 1 RMB | | 4,207,390,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | ...

Core Points - Zhang Jianguo, former Party Secretary and Chairman of China Railway Investment Construction Group Co., Ltd., passed away on July 30, 2025, at the age of 61 due to ineffective medical treatment [1] - In December 2023, Zhang Jianguo transitioned to a non-leadership role as Business Director within a secondary enterprise of China Railway [1] Company Overview - China Railway Investment Construction Group Co., Ltd. is a wholly-owned subsidiary of China Railway, which is listed among the Fortune Global 500 companies [1] - The company is registered in Beijing with a registered capital of 5 billion yuan [1] - Positioned as a comprehensive service provider in ecological environment and green urban development, the company offers integrated advantages in industry research, planning and design, technology research and development, investment and financing, construction management, operation maintenance, and consulting services [1] - It is a key player in building ecological environment service systems and modern urban investment operations for China Railway [1]

Group 1 - The Shanghai Composite Index decreased by 0.37%, while the Shanghai Urban Infrastructure Index fell by 0.46%, closing at 1237.37 points with a trading volume of 20.049 billion yuan [1] - The Shanghai Urban Infrastructure Index has increased by 6.04% over the past month and 6.76% over the past three months, but has declined by 1.59% year-to-date [2] - The index series reflects the performance of listed companies influenced by changes in economic and consumption structures, focusing on themes such as intensive, intelligent, and green low-carbon development [2] Group 2 - The top ten weighted stocks in the Shanghai Urban Infrastructure Index include China State Construction (9.44%), China Railway (6.99%), and Poly Development (6.86%) [2] - The index is composed entirely of stocks listed on the Shanghai Stock Exchange, with the industrial sector accounting for 57.81%, real estate for 31.30%, and materials for 10.90% [3] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [3]

7月31日，上证指数跌1.18%，收报3573.21点，恒生指数跌1.6%，收报24773.33点。 本文源自：金融界 作者：行情君 资料显示，中国中铁股份有限公司是集勘察设计、施工安装、工业制造、房地产开发、资源利用、金融 投资和其他新兴业务于一体的特大型企业集团,总部设在中国北京。作为全球最大建筑工程承包商之一, 中国中铁连续18年进入世界企业500强,2023年在《财富》世界500强企业排名第39位,在中国企业500强排 名第10位。 中国中铁拥有一百多年的历史源流。1950年3月为中国铁道部工程总局和设计总局,后变更为 铁道部基本建设总局。1989年7月,经国务院批准撤销基本建设总局,组建中国铁路工程总公司。2000年9 月,与铁道部实行政企分开,整体移交中央大型企业工作委员会管理。2003年5月由国务院国资委履行出资 人职能。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 中国中铁AH溢价达57.21%，位居AH股溢价率第68位。当日收盘，中国中铁A股报5.69元，跌幅 1.22%，H股报3.95港元，下跌2.47%。 ...

Group 1 - The article provides a list of companies listed on the Hong Kong stock market along with their dividend distribution dates and shareholder meeting dates [1][4][5] - Notable companies mentioned include China Railway, Green Town China, and Budweiser APAC, which are scheduled for dividend payments [4][5] - The document outlines various companies' actions regarding capital increases and dividend distributions, indicating ongoing corporate activities in the market [4][5]