在公告中，中铁工业披露上半年新签约隧道施工装备及相关服务业务54.85亿元；据了解，除传统基建 领域受投资需求影响有所减少之外，公司在新兴的水利水电领域新签订单同比增长。根据中铁工业2024 年年报，公司盾构机/TBM产品在国内水利水电工程建设领域市场占有率超过60%，其中抽水蓄能电站 领域占有率约85%。自7月19日雅鲁藏布江下游水电工程正式开工以来，资本市场对该项目给予了较高 关注度，中铁工业作为全球盾构机/TBM龙头，也受到了投资机构的青睐，7月21日—24日，录得了自 2017年初重组上市以来的首个"四连板"。 另据新华社等媒体报道，7月24日，首台全链"四川造"土压平衡盾构机"川山甲1号"在中铁工业所属中铁 智能装备制造基地下线，该设备专为零下40摄氏度极端低温环境下的永久冻土层施工量身定制；据中铁 工业介绍，该基地是公司与四川省水利发展集团联合打造的西南地区首个全断面隧道掘进机智能总装产 线，将瞄准高纬度高海拔地区高端装备需求持续开展盾构机、TBM、钻爆法专用设备等产品的研发制 造，为川西、西藏等西南地区的水利水电、铁路等项目提供关键技术和产品支持；未来，作为中铁工 业"第二增长曲线"的重要拓展领 ...

中铁工业（600528）(600528.SH)发布公告，公司第二季度重大合同签约金额合计人民币7.75亿元，约占 公司2024年营业收入的2.67%。 ...

智通财经APP讯，中铁工业(600528.SH)发布公告，公司第二季度重大合同签约金额合计人民币7.75亿 元，约占公司2024年营业收入的2.67%。 ...

人民财讯7月30日电，中铁工业（600528）7月30日晚间公告，2025年上半年新签合同金额合计214.1亿 元，同比下降19.7%。 ...

暨第二季度重大合同签约公告 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。 一、2025 年 1-6 月新签合同额情况 （一）按业务类型统计 证券代码：600528 证券简称：中铁工业 编号：临 2025-024 中铁高新工业股份有限公司 2025 年上半年主要经营数据 （二）按地区分布统计 二、2025 年第二季度重大合同签约情况 中铁高新工业股份有限公司董事会 二〇二五年七月三十一日 单位：万元 币种：人民币 地区分布 2025 年 1-6 月 2024 年 1-6 月 同比增减 境内 1,952,028 2,486,817 -21.50% 境外 189,004 179,590 5.24% 合计 2,141,032 2,666,407 -19.70% 单位：万元 币种：人民币 | 序号 | 合同名称 | 合同金额 | | --- | --- | --- | | 专用工程机械装备及相关服务业务 | | | | 其中：隧道施工装备及相关服务业务 | | | | 1 | 盾构租赁合同 | 16,346 | | 2 | 盾构买卖合 ...

中铁工业：二季度签约盾构租赁合同1.63亿元 智通财经7月30日电，中铁工业(600528.SH)公告称，2025年1-6月新签合同额214.10亿元，同比下降 19.7%。第二季度重大合同签约金额合计7.75亿元，约占公司2024年营业收入的2.67%，其中盾构租赁合 同1.63亿元，盾构买卖合同1.06亿元。 ...

证券之星消息，7月30日轨交设备板块较上一交易日下跌0.27%，长青科技领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。轨交设备板块个股涨跌见下表： 从资金流向上来看，当日轨交设备板块主力资金净流出2.97亿元，游资资金净流入7983.92万元，散户资 金净流入2.18亿元。轨交设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301016 | 雷尔伟 | 17.79 | 1.83% | 7.95万 | | 1.40亿 | | 301048 | 全唐重工 | 11.30 | 0.71% | 10.31万 | | + 1.16亿 | | 601766 | 中国中车 | 7.54 | 0.67% | 69.52万 | | 5.25亿 | | 920027 | 交大铁发 | 29.18 | 0.55% | 1.40万 | | 4070.16万 | | 000008 | 神州高铁 | 2.84 | 0. ...

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]

- The report aims to track large purchases and net active purchases using transaction detail data[1] - The indicators used are the proportion of large order transaction amounts and the proportion of net active purchase amounts[7] - The proportion of large order transaction amounts reflects the buying behavior of large funds[7] - The proportion of net active purchase amounts reflects the active buying behavior of investors[7] - The top 5 stocks with the highest average proportion of large order transaction amounts over the past 5 days are: Sobute, China Railway Industry, Tibet Tianlu, Poly United, and China Power Construction[4][9] - The top 5 stocks with the highest average proportion of net active purchase amounts over the past 5 days are: Weixing Co., HNA Holdings, Kaili Medical, Liaogang Co., and Hengyi Petrochemical[4][10] - The top 5 industries with the highest average proportion of large order transaction amounts over the past 5 days are: Banking, Real Estate, Petroleum and Petrochemical, Transportation, and Coal[4] - The top 5 industries with the highest average proportion of net active purchase amounts over the past 5 days are: Media, Textile and Apparel, Computers, Electronics, and Light Manufacturing[4] - The top 5 ETFs with the highest average proportion of large order transaction amounts over the past 5 days are: China Agricultural Theme ETF, E Fund CSI 300 Medical and Health ETF, Huabao CSI Medical ETF, Bosera SSE STAR 100 ETF, and Guotai CSI Livestock Breeding ETF[4][15] - The top 5 ETFs with the highest average proportion of net active purchase amounts over the past 5 days are: Penghua CSI Subdivision Chemical Industry Theme ETF, GF SSE STAR 50 ETF, Harvest CSI Rare Metals Theme ETF, E Fund Guozheng Robotics Industry ETF, and Harvest CSI Software Services ETF[4][16]

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Viewpoints - The low-altitude economy is developing well, with strong support from government policies, particularly in emergency equipment and low-altitude applications [3][4] - The mechanical equipment sector is expected to maintain steady growth, driven by competitive advantages in exports and domestic demand [4] Weekly Market Review - From July 20 to July 25, 2025, the Shanghai Composite Index rose by 1.67%, the Shenzhen Component Index by 2.33%, and the ChiNext Index by 2.76%. The Shenwan Mechanical Equipment Index increased by 2.56%, outperforming the CSI 300 Index by 0.86 percentage points, ranking 16th among 31 Shenwan primary industries [12][14] - Sub-sectors such as general equipment, specialized equipment, rail transit equipment II, engineering machinery, and automation equipment saw respective increases of 2.32%, 1.98%, 3.02%, 5.34%, and 1.48% [12][15] Key Sector Tracking - The low-altitude economy sector is bolstered by various government initiatives, including the "Three-Year Action Plan for High-Quality Development of Emergency Equipment Industry in Hunan Province (2025-2027)", aiming for an industry revenue exceeding 100 billion yuan by 2027 [3][25] - The mechanical equipment sector is supported by a recent trade agreement between the US and Japan, which is expected to enhance the competitive position of domestic leading enterprises [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, Huasheng Group, and Nairui Radar [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Huazhong CNC and Kede CNC for industrial mother machines [5]