2020-2025年中国铁路机车产量统计图 上市企业：中国中车（601766）,中国中铁（601390）,中国铁建（601186）,晋西车轴（600495）,太原重 工（600169）,时代新材（600458）,神州高铁（000008）,康尼机电（603111）,辉煌科技（002296）,晋 亿实业（601002） 相关报告：智研咨询发布的《2026-2032年中国铁路机车行业市场现状分析及未来前景规划报告》 根据国家统计局数据显示：2025年12月中国铁路机车产量为193辆，同比增长1.6%；2025年1-12月中国 铁路机车累计产量为1105辆，累计增长16.7%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Company Overview - Zhuzhou Times New Material Technology Co., Ltd. is located in Hunan Province, China, and was established on May 24, 1994. The company was listed on December 19, 2002. Its main business involves the research and engineering application of polymer materials, focusing on products for rail transit, wind power generation, automotive, and high-performance polymer materials [1][2]. Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 14.949 billion yuan, representing a year-on-year growth of 14.42%. The net profit attributable to shareholders was 428 million yuan, showing a year-on-year increase of 40.52% [2]. - As of September 30, 2025, the company had a total of 41,800 shareholders, an increase of 33.69% compared to the previous period. The average circulating shares per person decreased by 25.14% to 19,353 shares [2]. Stock Performance - On January 20, the company's stock price decreased by 2.06%, trading at 14.25 yuan per share, with a total transaction volume of 98.6237 million yuan and a turnover rate of 0.80%. The total market capitalization was 13.263 billion yuan [1]. - Year-to-date, the stock price has increased by 7.39%, with a 2.37% rise over the last five trading days and an 8.28% increase over the last 20 days. However, it has seen a decline of 0.70% over the last 60 days [1]. Business Segmentation - The company's revenue composition is as follows: wind power products account for 42.25%, automotive products for 37.16%, rail transit for 11.92%, industrial and engineering for 9.14%, and unallocated projects for 3.62% [1]. Shareholder Information - Since its A-share listing, the company has distributed a total of 1.171 billion yuan in dividends, with 507 million yuan distributed over the last three years. As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 8.6737 million shares as a new shareholder [3].

Market Performance - The rail transit equipment sector increased by 1.48% on January 19, with Jiuzhou Yitui leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Individual Stock Performance - Jiuzhou Yitui (688485) closed at 19.98, up 6.79% with a trading volume of 48,700 shares and a transaction value of 96.19 million [1] - Zhonghe Technology (000925) closed at 9.37, up 6.72% with a trading volume of 1.2818 million shares [1] - Times Electric (688187) closed at 56.56, up 5.52% with a trading volume of 126,700 shares [1] - Railway Technology (301016) closed at 27.45, up 5.41% with a trading volume of 116,000 shares [1] - Times New Materials (600458) closed at 14.55, up 4.53% with a trading volume of 280,000 shares [1] Capital Flow - The rail transit equipment sector saw a net inflow of 252 million yuan from institutional investors, while retail investors experienced a net outflow of 45.99 million yuan [2][3] - Major stocks like Zhonghe Technology and Shenzhou High-speed Railway had significant net inflows from institutional investors, indicating strong interest [3]

Market Overview - The rail transit equipment sector experienced a decline of 0.62% on January 16, with Bidu Technology leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable gainers in the rail transit equipment sector included: - Gongda Gaoke (688367) with a closing price of 32.95, up 4.90% on a trading volume of 45,000 shares and a turnover of 146 million yuan [1] - Jiaoda Sino (300851) closed at 29.63, up 4.40% with a trading volume of 57,400 shares and a turnover of 174 million yuan [1] - Xianghe Industry (603500) closed at 12.96, up 3.43% with a trading volume of 87,000 shares and a turnover of 111 million yuan [1] Fund Flow Analysis - The rail transit equipment sector saw a net outflow of 79.08 million yuan from institutional investors, while retail investors experienced a net outflow of 75.46 million yuan [2] - Conversely, speculative funds recorded a net inflow of 155 million yuan [2] Individual Stock Fund Flow - China Railway Industry (600528) had a net inflow of 37.40 million yuan from institutional investors, but a net outflow of 34.22 million yuan from retail investors [3] - China Communication Signal (688009) saw a net inflow of 3.34 million yuan from institutional investors, while retail investors had a net outflow of 55.10 million yuan [3] - Xianghe Industry (603500) experienced a net inflow of 16.07 million yuan from institutional investors, with retail investors seeing a net outflow of 4.64 million yuan [3]

Core Viewpoint - The company, Zhuzhou Times New Material Technology Co., Ltd., is conducting a buyback and cancellation of 426,980 restricted shares due to various reasons related to the eligibility of incentive plan participants [2][4][8]. Group 1: Reasons for Share Buyback - The buyback is initiated because 26 incentive plan participants no longer qualify due to job changes, retirement, death, or personal reasons, leading to a total of 426,980 restricted shares being subject to cancellation [2][8]. - Specific cases include 71,400 shares from two participants who were transferred to the controlling shareholder's units, 95,200 shares from three retirees, and 33,500 shares from one deceased participant [4][5][6]. Group 2: Buyback Process and Approval - The decision for the buyback was approved in a board meeting held on July 16, 2025, and was disclosed on July 17, 2025, with no objections from creditors during the public notice period [3][4]. - The company has opened a dedicated securities account for the buyback and submitted the necessary applications, with the buyback expected to be completed by January 16, 2026 [9]. Group 3: Changes in Share Capital Structure - Following the buyback, the total number of shares will decrease from 931,180,500 to 930,753,520 [8][10]. - The company assures that the decision-making process and information disclosure comply with relevant laws and regulations, ensuring no harm to the rights of incentive participants or creditors [11][13].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600458 证券简称：时代新材 公告编号：临2026-009 株洲时代新材料科技股份有限公司 2、公司于2025年7月17日在上海证券交易所网站（www.sse.com.cn）及指定媒体披露了《关于回购注销 部分限制性股票通知债权人的公告》（公告编号：临2025-038）。至今公示期已满45天，期间并未收到 任何债权人对回购事项提出异议的情况，也未收到任何公司债权人向公司提出清偿债务或者提供相应担 保的要求。 关于部分限制性股票回购注销实施公告 本公司董事会及全体董事保证本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、准确性和完整性承担法律责任。 重要内容提示： ● 回购注销原因：株洲时代新材料科技股份有限公司（以下简称"时代新材"、"公司"）2022年限制性股 票激励计划（以下简称"本激励计划"）授予的26名激励对象因工作调动、退休、身故、离职及个人层面 解除限售比例未达到100%不再具备激励对象资格或所持股份不得解除限售，前述激励对象不得解除限 售的426,980股限制性股票，公司将进行回购注销。 ● 本次注销股份的 ...

证券代码：600458 证券简称：时代新材 公告编号：临 2026-009 1 株洲时代新材料科技股份有限公司 关于部分限制性股票回购注销实施公告 本公司董事会及全体董事保证本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、准确性和完整性承担法律责任。 重要内容提示： 回购注销原因：株洲时代新材料科技股份有限公司（以下简称"时代新 材"、"公司"）2022 年限制性股票激励计划（以下简称"本激励计划"）授 予的 26 名激励对象因工作调动、退休、身故、离职及个人层面解除限售比例未 达到 100%不再具备激励对象资格或所持股份不得解除限售，前述激励对象不得 解除限售的 426,980 股限制性股票，公司将进行回购注销。 本次注销股份的有关情况 | 回购股份数量（股） | 注销股份数量（股） | | | 注销日期 | | | | --- | --- | --- | --- | --- | --- | --- | | 426,980 | 426,980 | 2026 | 年 | 1 月 | 16 | 日 | 一、本次限制性股票回购注销的决策与信息披露 1、公司于 2025 年 7 月 16 ...

湖南启元律师事务所 关于株洲时代新材料科技股份有限公司 2022 年限制性股票激励计划部分限制性股票回购注 销实施情况的法律意见书 ·湖南启元律师事务所· HUNAN QIYUAN LAW FIRM 湖南省长沙市芙蓉区建湘路 393 号世茂环球金融中心 63 层 410000 电话：0731 8295 3778 传真：0731 8295 3779 网站：www.qiyuan.com 致：时代新材集团股份有限公司 湖南启元律师事务所（以下简称"启元"或"本所"）接受株洲时代新材料 科技股份有限公司（以下简称"公司"或"时代新材"）委托，作为特聘专项法 律顾问为公司 2022 年限制性股票激励计划项目（以下简称"本次激励计划"或 "本激励计划"）提供法律服务。本所根据《中华人民共和国公司法》（以下简称 "《公司法》"）、《中华人民共和国证券法》、《上市公司股权激励管理办法》（以 下简称"《管理办法》"）、《国有控股上市公司（境内）实施股权激励试行办法》 （国资发分配[2006]175 号）、《关于规范国有控股上市公司实施股权激励制度有 关问题的通知》（国资发分配[2008]171 号）、《关于进一步做好中央企业控 ...

Market News - China will release December import and export data on January 14, with exports expected to grow by 3.0% year-on-year, down from 5.9% in November, while imports are anticipated to decline by 2.9% [3] - The trade balance for December 2025 will also be published on January 14, with total goods trade from January to November 2025 reaching 41.21 trillion yuan, a year-on-year increase of 3.6% [3] Commodity Futures - The Shanghai Futures Exchange will adjust the price limit for platinum and palladium futures contracts to 16% starting from January 13, 2026, with the trading margin standard set at 18% [4] Energy Outlook - The U.S. Energy Information Administration (EIA) will release its Short-Term Energy Outlook report on January 13, maintaining the WTI crude oil price forecast for 2025 at slightly below $69 per barrel [5] U.S. Economic Data - The U.S. will release December CPI data on January 13, with core CPI expected to rebound significantly, predicted at 0.36% by Morgan Stanley and 0.38% by Bloomberg, both higher than the average of 0.08% in October and November [6] - Key economic indicators including October and November PPI and November retail sales will also be released, with expectations of moderate PPI growth and a 0.7% rebound in retail sales for November [6] Federal Reserve - The Federal Reserve will publish its latest Beige Book on January 14, indicating that government shutdowns and AI applications have weakened the job market, while rising tariffs and healthcare costs have increased business expenses [7] Earnings Season - The earnings season for Q4 2025 will commence this week, with major banks including JPMorgan, Citigroup, and Goldman Sachs set to report [8] Sector Events - The second China eVTOL Innovation Development Conference is scheduled for January 15-16, 2026, in Shanghai, focusing on the new commercial era of eVTOL [10] - The fourth Data Center Liquid Cooling & AI Chip Thermal Management Supply Chain Conference will be held on January 14-15, 2026, in Shenzhen [10] - China's first comprehensive law in the nuclear energy sector, the Atomic Energy Law, will take effect on January 15, 2026 [11] Individual Company News - Hangyu Technology announced on January 11 that it has repurchased 752,800 shares, with plans to sell them within six months [13] - Huadong Medicine's subsidiary has developed a breakthrough treatment for severe hypertriglyceridemia, which has been included in the list of breakthrough therapies by the National Medical Products Administration [13] - Jingfeng Mingyuan plans to acquire 100% of Sichuan Yichong Technology Co., with a key review meeting scheduled for January 16, 2026 [13] - TSMC has commenced research on its next-generation 1.4nm process, with risk trial production expected to start in 2027 [13] Lock-up Expiration - From January 12 to January 16, 2026, 23 companies will have lock-up shares released, totaling 2.434 billion shares with a market value of approximately 48.56 billion yuan [16] - The highest market value of lock-up shares released on January 12 is from Tianxin Pharmaceutical at 7.84 billion yuan [17] New Stock Calendar - Two new stocks are set to be issued this week, with a total issuance of approximately 34 million shares and expected fundraising of 1.909 billion yuan [19] Market Outlook - The current market enthusiasm is driven by concentrated inflows from previously cautious funds, with expectations for continued momentum in thematic and small-cap stocks until after the Two Sessions [22] - Guojin Securities suggests that the spring market is likely to perform well, with a focus on AI investments and the recovery of domestic manufacturing [23] - Everbright Securities anticipates sustained market heat but warns of potential cooling as the Lunar New Year approaches, recommending attention to sectors like electronics and power equipment [24]

Group 1 - The core point of the announcement is the completion of the transfer of shares from the controlling shareholder, CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. to CRRC Corporation Limited, which will change the direct controlling shareholder of the company without altering the actual controller [2][3][5] - On October 30, 2025, a total of 251,418,735 shares were transferred without compensation, and a voting rights delegation agreement was signed to allow CRRC Corporation Limited to exercise voting rights on behalf of several entities [3][5] - The share transfer was confirmed by the China Securities Depository and Clearing Corporation Limited on January 8, 2026, indicating that the transfer has been officially registered [4] Group 2 - The announcement also details a separate share transfer where Zhuzhou Vehicle Industrial Management Co., Ltd. transferred all of its 7,709,666 shares (0.83% of total shares) to Zhuzhou Electric Locomotive Industrial Management Co., Ltd., both under the same actual controller, CRRC Group [7][9] - This transfer was also confirmed by the China Securities Depository and Clearing Corporation Limited on January 8, 2026, with the notification received by the company on January 9, 2026 [9][11] - The transfers comply with relevant laws and regulations, ensuring no adverse effects on the company or its shareholders, particularly minority shareholders [8][11]