转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院铁路集装箱运输研究小组发布的《全球及中国铁路集装箱运输产 业发展前景展望与投资战略规划分析报告》 行业主要上市公司：铁龙物流(600125)、中铁特货(001213)、中国铁物(000927)等 本文核心数据：铁路集装箱运输行业竞争梯队;铁路集装箱运输市场规模;铁路集装箱运输行业区域竞争 格局 行业概况 1、铁路集装箱运输定义与分类 铁路集装箱形式进行的货物运输，是铁路货物运输的种类之一，列车为集装箱列车。据《铁路集装箱运 输规则》定义，在我国营业铁路运输的集装箱是指具备下列条件的运输设备： 从产业链生态图谱来看，在上游环节，代表性原材料供应商有中国宝武、包钢股份、鞍钢集团等，集装 箱制造商有中集集团、中集环科、胜狮货柜、中远海发等，铁路机车制造商有中车西安、中车南京、中 车株洲等，集装箱科技服务商有中集集团、和易孚等，集装箱租赁服务企业有艾世捷、中铁集装箱、中 集集团等。 根据长度、所有者、所装货物种类和箱体结构的不同，或是是否符合国家和行业标准，铁路集装箱的分 类情况如下： | 分类依据 | 具体类型 | | --- | --- | | 按长度的不同 ...

证券日报网讯 2月4日，铁龙物流在互动平台回答投资者提问时表示，公司运营的特种集装箱纳入国铁 箱管理范畴，具备一定国铁箱属性。 （文章来源：证券日报） ...

证券日报网讯2月4日，铁龙物流（600125）在互动平台回答投资者提问时表示，上市公司股价受诸多因 素影响，公司将持续提高经营质量，提升公司投资价值，努力回报广大投资者。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002357 | 富临运业 | 13.42 | 4.76% | 17.19万 | 2.30亿 | | 000755 | 山西高速 | 5.44 | 3.03% | 25.92万 | 1.42亿 | | 601333 | 广深铁路 | 3.15 | 2.61% | 70.28万 | 2.19亿 | | 601518 | 吉林高速 | 2.93 | 2.45% | 21.26万 | 6188.08万 | | 600125 | 铁龙物流 | 6.47 | 2.21% | 20.43万 | 1.32亿 | | 600548 | 深高速 | 9.12 | 2.01% | 10.11万 | 9190.12万 | | 601006 | 大秦铁路 | 5.09 | 2.00% | 253.32万 | 12.80亿 | | 603069 | 海汽集团 | 23.28 | 1.93% | 9.31万 | 2.16亿 | | 601816 | 京沪高铁 | 4.93 | ...

格隆汇2月4日丨铁龙物流(600125.SH)在投资者互动平台表示，目前公司特种箱管理采用自行研发的箱 追踪系统，部分特种箱还采用了定位系统，可以实时监控运行状态。 ...

Investment Rating - The report maintains a "Positive" outlook on the shipping industry, highlighting strong performance in the sector despite seasonal challenges [4]. Core Insights - The shipbuilding sector is expected to show significant earnings growth, with Su Mei Da's Q4 net profit forecasted at 2.5 billion, a year-on-year increase of 71%, driven by strong contributions from shipbuilding and power generation [5]. - The shipping market continues to experience robust demand, with one-year charter rates for VLCCs rising by 2.8% to $64,000 per day, and Cape rates increasing by 8.4% to $28,700 per day [5]. - The report emphasizes the ongoing volatility in oil transportation rates, with VLCC rates experiencing a 62% increase in a single day due to supply-demand imbalances and geopolitical tensions [5]. - The dry bulk shipping market is also showing resilience, with the BDI index rising by 21.9% week-on-week, driven by strong demand from Australia and Brazil [5]. Summary by Sections Shipbuilding Sector - Su Mei Da's Q4 net profit is projected at 2.5 billion, up 71% year-on-year, exceeding expectations [5]. - ST Songfa's Q4 net profit is estimated between 11-14 million, with a net profit margin of 14%, reflecting a 1.6 percentage point increase from Q3 [5]. - Attention is drawn to China Shipbuilding's upcoming full consolidation of assets and the release of high-priced orders in Q1 2026 [5]. Shipping Market - The report notes a continued upward trend in shipping rates, with VLCC rates increasing by 2.8% and Cape rates by 8.4% [5]. - The VLCC average rate rose by 16% week-on-week, reaching $122,326 per day, with Middle East to Far East rates dropping by 25% [5]. - The report highlights the impact of geopolitical tensions on oil transportation, particularly in the context of the Ukraine conflict [5]. Dry Bulk Shipping - The BDI index recorded a 21.9% increase, with Capesize rates rising by 35.8% to $31,809 per day [5]. - Strong demand from Australia and Brazil is noted, with limited supply contributing to higher rates [5]. Air Transportation - The report indicates a significant opportunity for airlines due to rising passenger volumes and historical high load factors, suggesting a potential "golden era" for the industry [5]. - Airlines such as China Eastern Airlines and Spring Airlines are highlighted as key players to watch [5]. Express Delivery - The report anticipates uncertainty in the express delivery sector due to fluctuating demand and industry self-regulation policies, but notes that leading companies like Zhongtong Express and YTO Express are expected to maintain their market share and profitability [5]. Rail and Road Transportation - Rail freight volumes and highway truck traffic are showing resilience, with recent data indicating a slight decline in volumes but overall stability [5]. - The report suggests that high dividend investment themes and potential value management catalysts in the highway sector are worth monitoring [5].

证券之星消息，1月28日铁路公路板块较上一交易日上涨0.24%，四川成渝领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。铁路公路板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601107 | 四川成渝 | 6.26 | 3.81% | 27.15万 | | 2697 | | 601518 | 吉林高速 | 2.92 | 2.10% | 19.58万 | | 5681.27万 | | 000557 | 西部创业 | 5.10 | 2.00% | 19.41万 | | 9811.11万 | | 000755 | 山西高速 | 5.38 | 1.89% | 9.89万 | | 5304.90万 | | 600125 | 铁龙物流 | 6.58 | 1.39% | 22.69万 | | 1.49亿 | | 601333 | 广深铁路 | 3.15 | 1.29% | 68.76万 | | 2.15亿 | | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600650 | 锦江在线 | 17.03 | 5.71% | 27.24万 | | 4.55 乙 | | 600611 | 大众交通 | 6.08 | 3.93% | 81.50万 | | 4.89亿 | | 002357 | 富临远业 | 13.79 | 3.92% | 20.18万 | | 2.72亿 | | 600834 | 申通地铁 | 9.10 | 2.02% | 7.71万 | | 6932.14万 | | 001317 | 三丰马 | 51.13 | 1.13% | 2.81万 | | 1.43亿 | | 603069 | 海汽集团 | 23.52 | 1.07% | 7.59万 | | 1.79亿 | | 000886 | 歯歯梗嬢 | 6.58 | 0.77% | 23.88万 | | 1.57亿 | | 601333 | 广深铁路 | 3.14 | 0.64% | 48.64万 | | 1.52亿 | | 60 ...

（文章来源：证券日报） 证券日报网讯 1月5日，铁龙物流在互动平台回答投资者提问时表示，公司将根据行业主管部门的统一 部署，积极支持列车虚拟连挂技术。 ...

证券日报网讯12月23日，铁龙物流（600125）在互动平台回答投资者提问时表示，公司主要经营国内铁 路特种集装箱物流业务、铁路货运及临港物流业务，涉及由参股公司代理的中欧班列相关业务，对公司 业绩影响极小。 ...