作 者丨张赛男 编 辑丨巫燕玲 刘雪莹 ETF放量、富时中国A5 0指数期货直线拉升、创业板指反弹！ 农业股持续大涨，北大荒等1 0余股涨停。大消费股震荡反弹，零售方向领涨，永辉超市等多股涨停。中字头、基建股一度冲高，中国中车接 近涨停。 港股走强，恒生指数涨1 . 5 8%，恒生科技指数涨3 . 5 7%。金山云、越疆、茶百道涨超1 0%，小米集团涨超5%。 4 月 8 日 早 盘 ， 中 证 5 0 0ETF （ 5 1 0 5 0 0 ） 成 交 超 6 3 亿 ， 南 方 中 证 1 0 0 0ETF （ 5 1 2 1 0 0 ） 、 华 夏 中 证 1 0 0 0ETF （ 1 5 9 8 4 5 ） 、 广 发 中 证 1 0 0 0ETF （5 6 0 0 1 0）、富国中证1 0 0 0ETF（1 5 9 6 2 9）成交超1 0亿元，均超昨日全天成交额。 | 159575 | 宽 创业板200ETF银华 | 1.021 | 0.033 | 3.34% | | --- | --- | --- | --- | --- | | 589630 | 宽 科创综指ETF国泰 | 0.841 | 0.0 ...

中国中车发布盈喜，预计2025年第一季度实现归属于上市公司股东的净利润人民币28.22亿元至人民币 32.26亿元，同比增长180%至220%；实现归属于上市公司股东的扣除非经常性损益的净利润人民币 26.05亿元至人民币28.72亿元，同比增长290%至330%。报告期内公司业绩的增长主要是报告期内产品 销量较上年同期有所增长所致。 动车组销量： 2024年，我国铁路客运量累计达43.12亿人次，同比增长11.9%，再创历史新高。 市场关注次季公布的第一批高速动车组招标情况。 海通证券研报指出，中国中车是全球轨交装备龙头，国企改革成效显著，重视分红与市值管理。公司源 自"南北车"合并，是目前全球规模最大、品种最全、技术领先的轨道交通装备供应商。公司打造"一核 两商一流"战略地位，主业涵盖铁路装备、城轨与城市基础设计、新产业和现代服务业，业务结构优化 支撑盈利能力向好。2015年合并以来，公司收入及利润规模整体保持稳健。公司实控人为国务院国资 委，通过3年国企改革有效调整经营机制及产业布局，公司高度重视现金分红和市值管理，股息率稳健 提升。 中车系涉及相关港股： 中国中车（01766）、时代电气（03898) ...

Group 1: Stock Suspension and Resumption - Beizhi Technology plans to acquire 100% of Suzhou Suike Intelligent Technology Co., Ltd., resulting in stock suspension [1] - Taihao Technology intends to issue shares to purchase 27.46% equity of Taihao Military Industry, leading to stock resumption. This acquisition is expected to strengthen the company's industrial layout in the military equipment sector [1] Group 2: Share Buyback - Wanhua Chemical's chairman proposed a share buyback plan ranging from 300 million to 500 million yuan [2] Group 3: Investment Cooperation and Operational Status - Guotai Junan has changed its A-share stock name to Guotai Haitong starting April 11 and has been approved to publicly issue company bonds not exceeding 60 billion yuan to professional investors [3] - Lizhong Group stated that the adjustment of U.S. tariffs will not significantly impact its production and operations [3] - Haoyang Co., Ltd. plans to invest no less than 603 million yuan in the construction of an entertainment equipment industrial base project [4] - Runjian Co., Ltd. is a candidate for the procurement project of comprehensive maintenance for Guangdong Unicom's 5G services, with a total bid scale of 179 million yuan [4] - Samsung Medical's wholly-owned subsidiary, Aix Smart Technology, won a transformer procurement framework project in Hungary, with a total contract amount of 23,840,958.10 euros, approximately 190 million yuan [4] - Nandu Property plans to increase its investment in Hangzhou Yunxiang Robot by 15 million yuan [5] Group 4: Performance Changes - Xiaogoods City reported a net profit of 803 million yuan in Q1, a year-on-year increase of 12.66%, mainly due to a 97 million yuan increase in gross profit from market operations and new businesses [6] - Kidswant expects a Q1 net profit between 29.1471 million and 38.4742 million yuan, a year-on-year increase of 150%-230%, driven by store upgrades, supply chain optimization, and AI development [6] - China CNR anticipates a Q1 net profit between 2.822 billion and 3.226 billion yuan, a year-on-year increase of 180%-220%, due to increased product sales [6] - Yonghe Co., Ltd. expects a Q1 net profit between 91 million and 103 million yuan, a year-on-year increase of 144.49% to 176.74%, attributed to strong demand for refrigerants and fluoropolymer materials [6] - Yinglian Co., Ltd. forecasts a Q1 net profit between 7.5 million and 11 million yuan, a year-on-year increase of 459.28%-720.28%, due to market expansion and improved gross margins [6] - Limin Co., Ltd. expects to achieve a net profit of 100 million to 120 million yuan in Q1 2025, turning a profit due to rising prices and increased sales of its main products [7] - China Aluminum anticipates a Q1 net profit between 3.4 billion and 3.6 billion yuan, a year-on-year increase of 53% to 63%, driven by increased production of major products [8] - Shandong Steel expects a total profit of approximately 15.3 million yuan in Q1 2025, with a net profit of around -1.45 million yuan, significantly reducing losses [8] - COSCO Shipping Holdings expects a Q1 net profit of 11.689 billion yuan, an increase of approximately 73.04% year-on-year [8] - Tiande Yu expects a Q1 net profit of 70.5681 million yuan, a year-on-year increase of 116.96%, driven by new product and market development [8] - Jinaobo expects a Q1 net profit between 33 million and 40 million yuan, a year-on-year increase of 128.18% to 176.59%, due to significant revenue growth in specialized equipment [8]

中國中車股份有限公司 CRRC CORPORATION LIMITED （於中華人民共和國註冊成立的股份有限公司） （股份代碼：1766） 2025年第一季度業績預增公告 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 本公告乃中國中車股份有限公司（「本公司」或「公司」）根據香港聯合交易所有限公司 證券上市規則第13.09(2)條及第13.10B條以及證券及期貨條例（香港法例第571章）第 XIVA部之內幕消息條文而作出。 一、本期業績預告情況 （一）業績預告期間 2025年1月1日至2025年3月31日。 （二）業績預告情況 三、本期業績預增的主要原因 報告期內公司業績的增長主要是報告期內產品銷量較上年同期有所增長所致。 四、風險提示 公司不存在影響本次業績預告內容準確性的重大不確定因素。 1 1. 經公司財務部門初步測算，預計2025年第一季度實現歸屬於上市公 司股東的淨利潤人民幣28.22億元－人民幣32.26億元，與上年同期 （法定披露數據） ...

Financial Performance Forecast - China CNR Corporation Limited expects Q1 2025 net profit attributable to shareholders to be between 2.822 billion and 3.226 billion CNY, an increase of 1.814 billion to 2.218 billion CNY compared to the same period last year, representing a year-on-year growth of 180%-220%[3]. - The expected net profit after deducting non-recurring gains and losses for Q1 2025 is projected to be between 2.605 billion and 2.872 billion CNY, reflecting a growth of 1.937 billion to 2.204 billion CNY year-on-year, which corresponds to a growth rate of 290%-330%[4]. - The net profit for the same period last year was 1.008 billion CNY, and the net profit after deducting non-recurring gains and losses was 668 million CNY[5]. Performance Drivers - The increase in performance is primarily attributed to the growth in product sales compared to the same period last year[8]. Forecast Accuracy - The company has confirmed that there are no significant uncertainties affecting the accuracy of this performance forecast[9]. - The forecast data is preliminary and the accurate financial data will be disclosed in the official Q1 2025 report[10].

致：香港交易及結算所有限公司 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3月31日 狀態: 新提交 公司名稱: 中國中車股份有限公司 呈交日期: 2025年4月1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) | 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 ...

Investment Rating - The report maintains a "Buy" rating for the machinery industry, indicating a positive outlook for investment returns over the next 6-12 months [1]. Core Insights - The machinery industry is experiencing a recovery in demand, particularly in the engineering machinery sector, with significant growth in excavator sales and a positive outlook for infrastructure investment [12]. - The humanoid robot sector is poised for breakthroughs in 2025, with expected mass production driving data collection and training improvements [5]. - The agricultural machinery market shows a significant increase in the market sentiment index, indicating strong demand growth [8][9]. - The report highlights the importance of domestic and international market dynamics, including the impact of U.S. inflation trends on machinery exports [10]. Summary by Sections Humanoid Robots - The humanoid robot company, Guanggu Dongzhi, is set to officially launch its products in May 2025, with plans to produce 300 units this year and a future target of 1,000 units annually [3]. - TARS, a startup in embodied intelligence, completed a $120 million financing round, marking the largest angel round in China's embodied intelligence sector [4]. - The report emphasizes the potential for mass production of humanoid robots to address data scarcity issues and enhance practical applications [5]. Machine Tools & Cutters - Japan's machine tool orders in February 2025 reached 118.215 billion yen, showing a year-on-year increase of 3.5% [6]. - China's metal cutting machine tool production in January-February 2025 was 103,000 units, up 14.4% year-on-year [6]. - The report suggests focusing on companies in the machine tool sector that are likely to benefit from improved economic conditions and government policies [7]. Agricultural Machinery - The agricultural machinery market sentiment index rose to 59.1% in February 2025, reflecting a 17.6 percentage point increase from the previous month [8]. - The report notes a significant increase in tractor exports, with a 19.7% rise in quantity and a 38.6% increase in export value compared to the previous year [9]. Engineering Machinery - Excavator sales in February 2025 reached 19,270 units, a year-on-year increase of 52.8%, with domestic sales up 99.4% [12]. - The report anticipates a recovery in demand for engineering machinery as infrastructure projects ramp up [12]. Mining Machinery Exports - China's mining machinery exports in February 2025 amounted to $430 million, a year-on-year increase of 13.5% [10]. - The report highlights the growth in China's overseas investments in mining, driven by high copper prices and increased capital expenditures [10]. Semiconductor Equipment - The report discusses the urgent need for domestic production of photolithography machines due to U.S. export controls on semiconductor equipment [14]. - The semiconductor equipment sector is expected to see significant revenue growth, with a projected 29% increase in total revenue for A-share semiconductor equipment companies in 2024 [14]. New Energy Equipment - A new 1GW photovoltaic project in Xinjiang has commenced, with an investment of approximately 3 billion yuan [15]. - The report notes advancements in solar cell technology, with a new record for conversion efficiency achieved by a Chinese company [16]. Low-altitude Economy and EVTOL - The report highlights the development of low-altitude logistics and tourism projects in major Chinese cities, marking a significant step in the low-altitude economy [17]. - The issuance of operation certificates for passenger-carrying drones indicates a new milestone in urban air mobility [17].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 中國中車股份有限公司 CRRC CORPORATION LIMITED （於中華人民共和國註冊成立的股份有限公司） （股份代碼：1766） 海外監管公告 此海外監管公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條發出。 茲載列中國中車股份有限公司（「本公司」）在上海證券交易所網站刊登的《中國中車股 份有限公司2025年度日常關聯交易及金融服務關聯交易預計公告》，僅供參閱。 承董事會命 中國中車股份有限公司 董事長 孫永才 中國•北京 2025年3月31日 於本公告日期，本公司的執行董事為孫永才先生及王銨先生；獨立非執行董事為史 堅忠先生、翁亦然先生及魏明德先生；職工董事為易冉女士。 | 证券代码：601766（A | 股） | 股票简称：中国中车（A | 股） | 编号：临 | 2025-019 | | --- | --- | --- | --- | --- | --- | | 证券代码： ...

| 证券代码：601766（A | 股） | 股票简称：中国中车（A | 股） | 编号：临 | 2025-019 | | --- | --- | --- | --- | --- | --- | | 证券代码： 1766（H | 股） | 股票简称：中国中车（H | 股） | | | 中国中车股份有限公司 2025 年度日常关联交易及金融服务关联交易预计公告 本公司董事会及全体董事保证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、完整性承担法律责任。 重要内容提示： 本次关联交易对公司的影响：本次关联交易不存在损害公司及中小股东 利益的情形，对公司本期以及未来财务状况、经营成果没有不利影响，不会对关 联人形成较大的依赖。 一、关联交易基本情况 （一）关联交易概述 为了规范中国中车股份有限公司（以下简称"公司"）及/或其下属企业与中 国中车集团有限公司（以下简称"中车集团"）及/或其下属企业（不含公司及其 下属企业，下同）之间的关联交易往来，公司已与中车集团签署产品和服务互供 框架协议、固定资产及房屋租赁框架协议。为便于中车财务有限公司（以下简称 "财务公司"）为中车集团提供 ...

Group 1 - The Shanghai Composite Index decreased by 0.46%, while the China Urban Transportation Index reported at 2438.85 points [1] - The China Urban Transportation Index fell by 0.77% over the past month, increased by 0.73% over the past three months, and has risen by 2.61% year-to-date [1] - 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 [1] Group 2 - The top ten holdings of the China Urban Transportation Index include BYD (12.66%), Huichuan Technology (5.39%), Hikvision (4.18%), ZTE Corporation (4.08%), and others [1] - The market share of the index holdings is 61.38% from Shenzhen Stock Exchange and 38.62% from Shanghai Stock Exchange [1] - The industry composition of the index holdings shows that industrials account for 39.97%, consumer discretionary for 28.22%, information technology for 16.66%, and communication services for 8.55% [2] Group 3 - The index sample is adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]