7月11日晚间，中国中车披露业绩预告，预计2025年上半年归母净利润67.22亿元至75.62亿元，同比增长60%至 80%。 国内外双轮驱动频揽大单 近年来，中国中车积极面对国内外市场竞争新态势，加快系统解决方案能力建设，业务布局持续完善，新签订单 及在手订单均保持饱满状态。 根据中国中车7月29日披露，2025年5月至7月期间，公司及下属企业签订若干项重大合同，总金额约329.2亿元， 约占2024年全年合同额3222亿元的10.22%，以及2024年营业收入2464.57亿元的13.4%。 长江商报消息 ●长江商报记者 江楚雅 全球轨道交通龙头中国中车再传捷报。 7月29日晚，中国中车（601766.SH）发布公告，2025年5月至7月期间，公司及下属企业签订了若干项重大合同， 总金额约329.2亿元，约占2024年营业收入2464.57亿元的13.4%。 在巩固传统主业优势的同时，中国中车正加速新兴业务布局，推动产业多元化发展。2024年以来，公司不仅在轨 道交通装备行业保持领先地位，清洁能源发电装备和低碳零碳交通装备业务也实现快速增长。目前，公司规模效 益指标持续位居全球轨道交通装备制造业前列，轨道 ...

Core Viewpoint - Recent developments in the energy storage sector have been marked by significant contracts and projects, with a total order capacity nearing 2GWh from three companies, indicating a robust growth trajectory in the industry [1][2]. Group 1: China CRRC - China CRRC announced contracts worth over 300 billion yuan, with approximately 40.3 billion yuan allocated for wind and energy storage equipment [2][3]. - The company has rapidly emerged in the energy storage sector, achieving a 200% year-on-year increase in installed capacity, reaching 12.67GWh in 2024 [4]. - In 2024, China CRRC secured an additional 56.1 billion yuan in orders for wind and solar storage projects [4]. Group 2: Trina Solar - Trina Solar's subsidiary, Trina Storage, successfully shipped a 1.2GWh energy storage system to Chile, marking its entry into the "GWh era" for overseas projects [5]. - The 1.2GWh liquid-cooled storage system will be deployed in the Atacama region of Chile, which is characterized by extreme environmental conditions [7]. - Chile's government plans to invest over $4.3 billion in energy storage projects from 2025 to 2029, with existing systems already accounting for 48% of the 2GW target for 2030 [8][9]. Group 3: Hicharge Energy - Hicharge Energy signed a cooperation agreement for a 720MWh energy storage project in the UK, which is one of the largest storage projects in the country [10][12]. - The project is set to be operational by 2027, with Hicharge providing a 5MWh DC storage system and customized integration solutions [12]. - Hicharge is also expanding its local presence in the UK through strategic partnerships and establishing a service and maintenance network [12][14].

本公司及董事会全体成员保证公告内容不存在虚假记载、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。 本公司及下属企业于近期（主要为2025年5月至7月）签订了若干项重大合同，合计金额约329.2亿元人 民币，具体情况如下： 5.本公司下属货车企业与中国国家铁路集团有限公司分别签订了总计约25.5亿元人民币的货车销售合 同。 6.本公司下属企业与中国国家铁路集团有限公司下属各路局公司分别签订了总计约20.8亿元人民币的客 车修理合同。 上述合同总金额约占本公司中国会计准则下2024年营业收入的13.4%。 特此公告。 中国中车股份有限公司 董事会 2025年7月29日 1.本公司下属企业与巴西圣保罗地铁公司（Secretaria dos Transportes Metropolitanos Companhia do Metropolitano de S?o Paulo - Metr?）、上海申通地铁建设集团有限公司、上海地铁维护保障有限公司等 境内外客户分别签订了总计约143.4亿元人民币的城市轨道车辆销售及维保合同。 2.本公司下属机车企业与中国国家铁路集团有限公司下属各路局公司分别 ...

Core Viewpoint - China CRRC Corporation Limited (601766) has signed significant contracts totaling approximately 32.92 billion RMB, which is expected to impact its revenue positively in the upcoming fiscal year [2][4]. Group 1: Trading Information - On July 29, 2025, China CRRC's stock closed at 7.49 RMB, down 0.53%, with a turnover rate of 0.26% and a trading volume of 643,700 shares, amounting to a total transaction value of 483 million RMB [1]. - The capital flow on the same day indicated a net inflow of 8.35 million RMB from institutional investors, accounting for 1.73% of the total transaction value, while retail investors saw a net inflow of 10.53 million RMB, representing 2.18% of the total [2][4]. Group 2: Company Announcements - China CRRC has recently signed several major contracts from May to July 2025, with a total value of approximately 32.92 billion RMB [2][4]. - The contracts include: - Urban rail vehicle sales and maintenance contracts worth about 14.34 billion RMB with clients such as São Paulo Metro and Shanghai Shentong Metro Construction Group [2]. - Locomotive repair contracts totaling approximately 6.9 billion RMB with various subsidiaries of China National Railway Group [2]. - Wind power and energy storage equipment sales contracts amounting to around 4.03 billion RMB with several energy companies [2]. - Sales contracts for power concentrated multiple units and freight cars with China National Railway Group, totaling approximately 3.02 billion RMB and 2.55 billion RMB, respectively [2]. - Passenger car repair contracts worth about 2.08 billion RMB with subsidiaries of China National Railway Group [2]. - The total value of these contracts represents approximately 13.4% of the company's projected revenue for 2024 under Chinese accounting standards [2].

Core Viewpoint - China CNR Corporation Limited has recently signed several significant contracts totaling approximately 32.92 billion RMB, which represents 13.4% of the company's projected revenue for 2024 under Chinese accounting standards [1] Group 1: Contract Details - The company signed locomotive repair contracts worth approximately 6.9 billion RMB with clients including Metropolitanos Companhia do Metropolitano de São Paulo and Shanghai Shentong Metro Construction Group [1] - Wind power equipment sales contracts and energy storage equipment sales contracts were signed, totaling around 4.03 billion RMB with companies such as Yufeng Renewable Energy Co., Ltd. and Huaneng Renewable Energy Co., Ltd. Yunnan Branch [1] - Contracts for passenger car repairs were also signed, amounting to approximately 2.08 billion RMB [1]

Group 1 - Heartway Medical-B (06609.HK) expects a net profit of no less than RMB 40 million for the six months ending June 30, 2025, a significant turnaround from a net loss of approximately RMB 5.1 million for the corresponding period ending June 30, 2024 [1] - The anticipated profit and performance improvement are primarily due to business growth, leading to increased revenue and a decrease in overall expenditure ratio compared to the corresponding period [1] Group 2 - Baoshan International (03813.HK) expects a mid-term net profit of approximately RMB 187.6 million, a year-on-year decrease of 44.1% [2] - Baio Family Interaction (02100.HK) anticipates a mid-term profit increase of approximately 134.9% to 141.6% [2] - Skyworth Group (00751.HK) warns of an expected mid-term post-tax profit decline of about 50% year-on-year [2] Group 3 - China CNR Corporation (01766.HK) recently signed a significant contract worth approximately RMB 32.92 billion [2] - China Power (02380.HK) reported a total electricity sales volume of 11.299 million megawatt-hours in June, a year-on-year decrease of 5.04% [2]

Company Overview - Guochuang (Shenzhen) Smart Rail Co., Ltd. has been established with a registered capital of 10 million yuan [1][2] - The company is wholly owned by Zhuzhou Guochuang Rail Technology Co., Ltd., which is indirectly held by CRRC Corporation Limited [1][3] Business Scope - The business scope includes manufacturing of railway locomotive and vehicle parts, software development, promotion of new material technologies, integration of intelligent control systems, and manufacturing of intelligent onboard equipment [1][2] Shareholding Structure - Zhuzhou Guochuang Rail Technology Co., Ltd. holds 100% of the shares in Guochuang (Shenzhen) Smart Rail Co., Ltd. with a subscribed capital of 10 million yuan [3] - Other notable shareholders include CRRC Zhuzhou Electric Locomotive Co., Ltd. with a 15% stake and China National Railway Group Co., Ltd. with a 100% stake [3]

从中证装备产业指数持仓的市场板块来看，深圳证券交易所占比51.59%、上海证券交易所占比 48.41%。 金融界7月29日消息，上证指数低开高走，中证装备产业指数 (装备产业，H11054)上涨0.83%，报 2308.51点，成交额928.26亿元。 数据统计显示，中证装备产业指数近一个月上涨9.12%，近三个月上涨13.09%，年至今上涨4.38%。 据了解，中证产业指数系列从钢铁产业、船舶产业、石化产业、纺织产业、轻工产业、装备产业和物流 产业等产业出发，编制相应产业指数，以反映沪深市场中各支柱产业上市公司证券的整体表现。该指数 以2008年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证装备产业指数十大权重分别为：宁德时代（10.62%）、汇川技术（3.52%）、三 一重工（3.44%）、阳光电源（3.14%）、隆基绿能（2.88%）、中国中车（2.61%）、国电南瑞 （2.55%）、潍柴动力（2.38%）、中国船舶（2.25%）、中航沈飞（2.09%）。 从中证装备产业指数持仓样本的行业来看，工业占比99.07%、能源占比0.93%。 资料显示，指数样本每半年调整一次，样本调整实施 ...

对此，中国中车在机构调研时曾表示，一季度业绩大增长的原因主要是本期公司铁路装备收入增长所致，其中动车组和货车增长较为显著，主要是2024年 底签订的动车组、货车等新造和修理订单有一部分在今年一季度陆续生产交付；其他板块的市场拓展和订单交付也在有序开展，城轨业务和新产业业务的 营业收入均较上年同期实现增长。 展望全年，中国中车预计，铁路装备业务，预计需求总量和去年相比保持稳定，但结构可能会有所变化，实际需求落地可能也会和全年铁路客运货运实际 情况保持一定相关性；城轨业务，预计今年新造车辆新签订单增长的可能性较大，车辆交付和2024年保持相当水平。 近10年来，中国中车的年度净利润增长率始终在0上下徘徊。 中国中车7月29日公告，公司及下属企业于近期（主要为2025年5月至7月）签订了若干项重大合同，合计金额约329.2亿元，合同总金额约占公司中国会计 准则下2024年营业收入的13.4%。 此前，中国中车在5月中旬也曾公告，公司及下属企业于近期（主要为2024年12月至2025年5月）签订了若干项重大合同，合计金额约547.4亿元，合同总 金额约占公司中国会计准则下2024年营业收入的22.2%。 2025年一 ...

【导读】中国中车近期签订总计约329.2亿元的重大合同 近10年来，中国中车的年度净利润增长率始终在0上下徘徊。 此前，中国中车在5月中旬也曾公告，公司及下属企业于近期（主要为2024年12月至2025年5月）签订了 若干项重大合同，合计金额约547.4亿元，合同总金额约占公司中国会计准则下2024年营业收入的 22.2%。 2025年一季度，中国中车实现营业收入486.7亿元，同比增长51.23%；净利润为30.53亿元，同比增长 202.79%。 对此，中国中车在机构调研时曾表示，一季度业绩大增长的原因主要是本期公司铁路装备收入增长所 致，其中动车组和货车增长较为显著，主要是2024年底签订的动车组、货车等新造和修理订单有一部分 在今年一季度陆续生产交付；其他板块的市场拓展和订单交付也在有序开展，城轨业务和新产业业务的 营业收入均较上年同期实现增长。 展望全年，中国中车预计，铁路装备业务，预计需求总量和去年相比保持稳定，但结构可能会有所变 化，实际需求落地可能也会和全年铁路客运货运实际情况保持一定相关性；城轨业务，预计今年新造车 辆新签订单增长的可能性较大，车辆交付和2024年保持相当水平。 7月29日， ...