Group 1 - The core point of the article highlights the performance and holdings of the Invesco Great Wall State-Owned Enterprise Value Mixed A Fund, which has a recent net value of 1.3060 yuan and has experienced a weekly return of -3.04% [1] - The fund was established on May 30, 2023, and as of June 30, 2025, it has a total scale of 295 million yuan [1] - The top ten stock holdings of the fund include Zijin Mining, China Mobile, Shenhuo Co., Tencent Holdings, China National Offshore Oil, Chuan Yi Co., Sinopharm Holdings, Zhuhai Smelter Group, Yun Aluminum, and CRRC Corporation, with a combined holding percentage of 52.32% [1] Group 2 - The fund has achieved a return of 8.78% over the past three months and 8.37% year-to-date [1]

Core Viewpoint - China CRRC Corporation Limited (中国中车) has signed significant contracts totaling approximately 329.2 billion RMB, which is expected to contribute to its revenue growth in the coming years [1]. Group 1: Stock Performance - As of August 1, 2025, China CRRC's stock closed at 7.31 RMB, down 3.56% from the previous week's closing price of 7.58 RMB [1]. - The stock reached a weekly high of 7.6 RMB on July 28, 2025, and a low of 7.3 RMB on August 1, 2025 [1]. - The company's current total market capitalization is 209.79 billion RMB, ranking 1st in the rail transit equipment sector and 59th among all A-shares [1]. Group 2: Major Contracts - China CRRC has signed several major contracts from May to July 2025, with a total value of approximately 329.2 billion RMB [1]. - Key contracts include: - 143.4 billion RMB for urban rail vehicle sales and maintenance with clients such as São Paulo Metro and Shanghai Shentong Metro Construction Group [1]. - 69 billion RMB for locomotive repair contracts with China National Railway Group [1]. - 40.3 billion RMB for wind power and energy storage equipment sales with various energy companies [1]. - 30.2 billion RMB for the sale of power concentrated multiple units with China National Railway Group [1]. - 25.5 billion RMB for freight car sales with China National Railway Group [1]. - 20.8 billion RMB for passenger car repair contracts with various railway bureaus under China National Railway Group [1]. - The total amount of these contracts represents approximately 13.4% of the company's projected revenue for 2024 under Chinese accounting standards [1]. Group 3: Share Capital Information - As of July 31, 2025, the statutory registered capital of China CRRC's H-shares and A-shares is 4,371,066,040 shares and 24,327,798,048 shares, respectively, with a par value of 1 RMB per share [2]. - The total issued shares for H-shares and A-shares are the same as the registered capital, with no treasury shares [2]. - The total statutory registered capital amounts to 28.70 billion RMB [2].

Core Viewpoint - The article emphasizes the importance of green methanol as a viable technology path to achieve carbon neutrality goals, highlighting recent advancements and ongoing challenges in the industry [2]. Industry Developments - The National Energy Administration has issued notifications for green fuel technology breakthroughs and industrialization trials, with provinces like Jiangsu and Zhejiang actively promoting green methanol [2]. - Significant breakthroughs in the green methanol industry chain include the launch of the first large-scale green hydrogen coupled biomass green methanol project and multiple companies completing pilot tests for pure oxygen biomass gasification [2]. - Several ports have successfully conducted the first green methanol bunkering, and multiple companies have signed international orders for green methanol [2]. Forum Information - The 2025 Liquid Sunshine Industry Development Forum will be held from September 24-26, 2025, in Dalian, Liaoning, focusing on the macro trends of the green methanol industry and key technologies for large-scale production [2][6]. - The forum aims to facilitate in-depth exchanges and cooperation among industry experts, government representatives, and companies across the green methanol supply chain [2][6]. Forum Highlights - The forum will feature various activities, including a closed-door seminar for high-level discussions on industry challenges and opportunities, an international matchmaking session for green methanol projects, and a technology achievement exhibition [10][11][12]. - Over 400 upstream and downstream enterprises are expected to participate, providing a platform for investment and cooperation [6]. Previous Forum Success - The previous four editions of the Liquid Sunshine Industry Development Forum attracted over 1,500 industry representatives and nearly 100 authoritative experts, showcasing the forum's influence and commitment to advancing the green methanol industry [15].

近期，国务院国资委组织完成2025年中央企业采购与供应链管理对标评估工作。经审定，A级企业33 家，其中包括国家电网、南方电网、中国移动、中国石化、中国联通、中国电信、中国华能、中国中 车、中国石油、国家能源集团等。（中证金牛座） ...

致：香港交易及結算所有限公司 公司名稱: 中國中車股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 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 | 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) | 01766 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,371,066,040 | RMB | | 1 | RMB | | 4,371,066,040 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 4,371,066,040 | RMB | | 1 | RMB | | 4,371,066,040 | | 2. 股份分 ...

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: 中國中車股份有限公司 II. 已發行股份及/或庫存股份變動 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601766 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 24,327,798,048 | RMB | | 1 RMB | | 24,327,798,048 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 24,327,798,048 | RMB | | 1 RMB | | 24,327,798,048 | 本月 ...

此次升级亮相的"澜沧号"动车组。中车大连机车车辆有限公司供图 "澜沧号"动车组采用动力集中式设计，最高运行时速160公里，兼具高安全性和高舒适性。列车车厢内设有符合国际标准的座椅、空调系统和旅客信息 服务设施，并融入老挝传统服饰色彩纹样，彰显中老文化交融的特色。 中老铁路是共建"一带一路"倡议的标志性工程，自开通以来，老挝段累计发送旅客超1005万人次，货运量突破1460万吨。此次新增"澜沧号"动车组，将 进一步加密中老铁路老挝段的列车开行频次，日均可增加客运能力1300余人次，列车开行频次提升15%，运输效率进一步提高，满足日益增长的跨境旅游、 商贸和人员往来需求。 此次升级亮相的"澜沧号"动车组。中车大连机车车辆有限公司供图 中老铁路的持续优化与发展，不仅促进了老挝国内交通现代化，更促进了中国与东盟国家的互联互通。中车大连公司海外事业部总经理博克表示，公司 将进一步加强与老中铁路公司的合作，以高标准、高质量的生产和服务保障中老铁路安全高效运营，为区域经济一体化贡献力量，为全球客户提供安全、智 能、绿色的轨道交通解决方案。 人民网曼谷7月31日电 （记者杨一）万象消息：当地时间30日8时28分，由中车大连公 ...

据介绍，哈萨克斯坦是连接欧亚大陆经贸往来的重要枢纽，也是中欧班列重要节点国家。近年来， 哈铁路货运量显著增长，现有机车设备已无法满足需求。为此，哈萨克斯坦积极推进铁路基础设施现代 化建设，并开展铁路机车大规模更新换代。2025年2月，国开行与中国进出口银行组建银团，与哈萨克 斯坦国有铁路公司签订贷款协议，为其从中国中车股份有限公司采购200台机车提供35.6亿元人民币出 口买方信贷支持。 据介绍，此次哈方采购的机车根据用户使用习惯和当地环境特点进行了优化设计，具有动力强、抗 风沙、耐高寒等优势，经济性和排放指标达到国际先进水平。目前，首批机车已交付并投入运营。 "该项目的成功实施，将有效提升哈萨克斯坦铁路运输能力，有力支撑中欧班列高质量发展和跨里 海国际运输走廊建设，为中哈高质量共建'一带一路'注入新的动力。"该负责人表示。 国家开发银行最新消息：日前，该行向哈萨克斯坦国有铁路公司200台机车采购项目发放首笔1.8亿 元人民币贷款。 此次融资创新采用"出口买方信贷+中信保保险+人民币融资"模式，充分利用跨境人民币融资利率 优势和汇率风险管理功能，为哈方提供了高效、低成本融资解决方案。贷款协议签署以来，国开行与 ...

中新社北京7月31日电 (记者 王恩博)记者7月31日从中国国家开发银行获悉，该行日前向哈萨克斯坦国 有铁路公司200台机车采购项目发放首笔1.8亿元人民币贷款。目前，首批机车已交付并投入运营。 今年2月，国开行与中国进出口银行组建银团，与哈萨克斯坦国有铁路公司签订贷款协议，为其从中国 中车股份有限公司采购200台机车提供35.6亿元人民币出口买方信贷支持。 哈萨克斯坦是连接欧亚大陆经贸往来的重要枢纽，也是中欧班列重要节点国家。近年来，哈铁路货运量 显著增长，现有机车设备已无法满足需求。为此，哈萨克斯坦积极推进铁路基础设施现代化建设，并开 展铁路机车大规模更新换代。 据介绍，此次哈方采购的机车根据用户使用习惯和当地环境特点进行了优化设计，具有动力强、抗风 沙、耐高寒等优势，经济性和排放指标达到国际先进水平。该项目的成功实施，将有效提升哈萨克斯坦 铁路运输能力，有力支撑中欧班列高质量发展和跨里海国际运输走廊建设，为中哈高质量共建"一带一 路"注入新动力。(完) 此次融资创新采用"出口买方信贷+中信保保险+人民币融资"模式，充分利用跨境人民币融资利率优势 和汇率风险管理功能，为哈方提供了高效、低成本融资解决方案。 ...

Core Insights - The 2025 Railwaytech Indonesia exhibition concluded in Jakarta, showcasing various sectors including railway infrastructure, track technology, locomotive manufacturing, signaling and control systems, passenger services, and components [1] - Major exhibitors included China CRRC and Longhua Technology, highlighting the growing interest in Chinese technology for coal transportation and urban rail upgrades in Indonesia [2] Industry Developments - Indonesia aims to make railways a backbone of intercity and urban public transport, with a target to extend the railway network to 10,524 kilometers by 2030, including 3,755 kilometers of urban rail [2] - Ongoing projects include the Jakarta MRT phases three and four, Jakarta light rail, and the Bali light rail, indicating significant infrastructure development in the region [2] - The Indonesian government is researching the extension of the Jakarta-Bandung high-speed railway to Surabaya, reflecting ongoing investments in high-speed rail technology [2]